R99-066 09-13-99RESOLUTION NO. R99-66
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PEARLAND,
TEXAS, AUTHORIZING THE CITY MANAGER OR HIS DESIGNEE TO
EXECUTE A DEVELOPMENT AGREEMENT WITH SHADOW CREEK
RANCH DEVELOPMENT COMPANY, L.P., A NEVADA LIMITED
PARTNERSHIP, FOR DEVELOPMENT OF SHADOW CREEK RANCH IN
CONNECTION WITH TAX INCREMENT FINANCING REINVESTMENT
ZONE NUMBER TWO.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PEARLAND, TEXAS:
Section 1. That certain Development Agreement by and between the City of
Pearland and Shadow Creek Ranch Development Company, L.P., a Nevada limited
partnership, a copy of which is attached hereto as Exhibit "A" and made a part hereof
for all purposes, is hereby authorized and approved.
Section 2. That the City Manager or his designee is hereby authorized to
execute and the City Secretary to attest the original of the attached agreement for and
on behalf of the City of Pearland.
PASSED, APPROVED and ADOPTED this the/:~h day of ~__~O~~ ,
A.D., 1999.
ATTEST:
APPROVED AS TO FORM:
DARRIN M. COKER
CITY ATTORNEY
TOM REID
MAYOR
DEVELOPMENT AGREEMENT
THIS DEVELOPMENT AGREEMENT (this "Agreement") is made and entered into as
of 5't'f'r'~t~e,~r~ I .:B, 1999, by and between the CITY OF PEARLAND, TEXAS, a home rule
municipality located in the counties of Brazoria, Harris, and Fort Bend, Texas (the "City"), and
SHADOW CREEK RANCH DEVELOPMENT COMPANY, L.P., a Nevada limited partnership
(the "Developer"), or its assigns, represented herein by its undersigned, duly authorized general
parmer.
RECITALS
A. Capitalized terms used in these recitals are defined in Article I, below. The City has
the authority to adopt tax increment financing pursuant to the Act, for areas within its jurisdiction
designated by the City as reinvestment zones, and to implement incentive programs to encourage
economic development pursuant to TEx. CONST., article III, section 52-a, TEx. LOCAL GOV'T CODE,
ch. 380, and other economic development statutes.
B. The City has annexed the Property. Pursuant to the request of certain owners of
property within the annexed land, and in accordance with the Act, the City has designated, the
Property as the "Tax Increment Financing Reinvestment Zone Number Two, City of Pearland,
Texas." The land within the Reinvestment Zone is undeveloped or underdeveloped, and therefore,
the Reinvestment Zone is intended and needed to provide the financing and management tools to
facilitate the development of the Project; therefore, it is understood that absent such tools, the Project
would not occur solely through private investment in the foreseeable future, and would not consist
of a master-planned community as contemplated by the parties, thereby denying the benefits to the
City and the Project as provided herein.
C. The City authorized the preparation of a project plan and a reinvestment zone
financing plan concerning the Reinvestment Zone.
D. In accordance with above authorization and the Act, the Board of Directors of the
Reinvestment Zone was appointed and organized in accordance with law and the ordinance creating
the Zone, and such Board, in conjunction with its consultants and the Developer, has prepared a
Project Plan and a Financing Plan, which Plans were submitted to the City. The City, in accordance
with the Act and after making all findings required by the Act, has adopted an ordinance approving
the Plans.
E. The Developer is the holder of the right to acquire and develop the Property from the
owner. The City and the Developer intend that other land may be annexed to the Reinvestment Zone
with the agreement of the parties and in compliance with the Act.
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F. The Developer, in cooperation with and at the direction of the City, drafted the PUD
and the PUD has been recommended by the Planning and Zoning Commission for approval by the
City; consistent therewith, the Developer currently intends to develop and improve all or a portion
of the Property as a master-planned, mixed-use community in various phases, with single family and
multifamily residential dwelling units, commercial development, industrial development,
institutional development, public/community developments, and other uses permitted in
conformante with the City-approved PUD.
G. To facilitate the development of the Property, and subject to and in accordance with
the terms of this Agreement and the limitations hereinafter stated, the City has agreed either through
its City Council or by delegation to the Board of Directors of the Reinvestment Zone to (i) undertake
to construct, or cause to be constructed, various public improvements consisting of the TIRZ
Improvements and the City Improvements, and to incur Project Costs in connection with the TIRZ
Improvements and pay for such Project Costs using the proceeds of TIRZ Bonds in accordance with
this Agreement, and (ii) use the proceeds of the TIRZ Bonds to pay the costs of those eligible Project
Costs that either or both of the Developer and the City incurs in connection with the acquisition,
redevelopment (including, without limitation, site preparation, installation of utilities, construction
of public improvements, whether on site or off site), financing and use of the Property.
H. The parties expect to create a public improvement district to provide, for the benefit
of the Property, certain additional "public improvements" as defined in TEx. LOCAL GOV'T CODE,
oh. 372, and the parties expect to cooperate in the creation and operation thereof.
I. This Agreement has been submitted to the City for consideration and review, and the
City has taken all actions required to be taken prior to the execution of this Agreement to make the
same binding upon the City according to the terms hereof.
J. The City, after due and careful consideration, has concluded that the development of
the Property in the Reinvestment Zone as provided for herein will further the growth of the City,
facilitate the development of the entire Reinvestment Zone, improve the environment of the City,
increase the assessed valuation of the real estate situated within the City, foster increased economic
activity within the City, increase employment opportunities within the City, upgrade public
infrastructure within the Reinvestment Zone, and otherwise be in the best interests of the City by
furthering the health, safety, morals and welfare of its residents and taxpayers, and that entering into
this Agreement is necessary and convenient to implement the Plans and achieve their purposes.
K. The City desires to have the Developer undertake the Project to serve the needs of the
City, to produce increased tax revenues for the various taxing units authorized to levy taxes on real
property within the Reinvestment Zone, to stimulate and induce the development of the
Reinvestment Zone, and to finance the Project Costs, using property tax increment revenues and the
proceeds of the TIRZ Bonds, all in accordance with the terms and provisions and this Agreement.
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NOW, THEREFORE, in consideration of the foregoing and of the mutual covenants and
agreements herein contained, and other good and valuable consideration, the receipt and sufficient
of which are hereby acknowledged, the parties hereby agree as follows:
ARTICLE I.
DEFINITIONS; INCORPORATION OF RECITALS
1.1 Definitions. Capitalized terms used herein, including the recitals hereto, shall have
the meanings set forth in this section, unless otherwise defined, or unless the context clearly requires
another definition.
1999 Dollars means aggregate payments that equate to a net present value on the date of this
Agreement, adjusted in accordance with the Engineering News Record regional construction index
applicable to the City, or in the event such publication no longer maintains such index, a similar
index mutually agreeable to the parties.
Act means the Tax Increment Financing Act, TEX. TAX CODE, ch. 311, as amended.
Administrative Fee means the City' s fee for providing certain services to the Reinvestment
Zone in the amounts described in Section 5.3, below.
Bond Proceeds means all net proceeds, after deducting all issuance costs and any amounts
for capitalized interest and reserves, received by the City in connection with the issuance and sale
of TIRZ Bonds.
City means the City of Pearland, Texas, a home rule municipality located in the counties of
Brazoria, Harris, and Fort Bend, Texas.
City Facilities means the TIRZ Improvements to be constructed directly by the City as a
Project Cost, being police and fire stations, a City Hall annex, and a City library building, up to the
maximum funding described on Exhibit B.
City Improvements means various public improvements to be constructed and financed by
the City using funds other than the Tax Increment or the proceeds of TIRZ Bonds supported thereby,
as more fully set forth in Section 4.4(b) below.
City Increment means the City's "tax increment," as such term is defined in §311.012(a) of
the Act, within the Reinvestment Zone.
Developer means Shadow Creek Ranch Development Company, L.P., a Nevada limited
partnership.
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EDA Grant means the grant awarded to the City from the U.S. Economic Development
Agency on September 4, 1998.
Educational Facilities shall have the same meaning as understood for such term under the
Act.
Financing Plan means the financing plan approved by the Board of Directors of the
Reinvestment Zone, and approved by the City Council by Ordinance No. 918, on August 23, 1999.
Fund means the Tax Increment Fund created by the City pursuant to the Act, this Agreement
and the ordinances adopted by the City relating to the Reinvestment Zone.
gpd means gallons per day of capacity, average daily flow.
Improvement Fund means the special sub-account of the Fund, the operation of which is
described in Section 5.1(g)(ii), below.
Improvements means the TIRZ Improvements and the City Improvements, collectively.
Letter of Acceptance means a certificate of the City certifying the completion of a discrete
portion of the Project or the TIRZ Improvements constructed by or under the supervision of the
Developer or a Subdeveloper in accordance with the applicable plans and regulations.
Master Improvements means first $20,000,000 of TIRZ Improvements constructed by the
Developer.
PID means a public improvement district created and operating pursuant to TEX. LOCAL
Gov'. CODE, ch. 372 (Vernon Supp. 1999).
Plans means the Project Plan and the Financing Plan, which may be combined in one
document.
Project means the real estate development planned for the Property, as more fully described
in Paragraph F of the recitals hereto.
Project Plan means the project plan approved by the Board of Directors of the Reinvestment
Zone, and approved by the City Council by Ordinance No. 918, on August 23, 1999.
Project Costs means and includes all costs defined as "project costs" in § 311.002(1) of the
Act as now or hereafter provided, incurred in connection with the TIRZ Improvements.
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Property means the approximately 3,467-acre tract legally described in Exhibit A attached
hereto and made a part hereof.
PUD means the Planned Unit Development for the Property adopted pursuant to the City of
Pearland Land Use and Urban Development Ordinance.
Reinvestment Zone means the Tax Increment Financing Reinvestment Zone Number Two,
City of Pearland, Texas, created by the City to include the Property.
Subdeveloper means a developer within the Reinvestment Zone who is developing a portion
of the Reinvestment Zone other than the Developer.
Subdeveloper Improvements means TIRZ Improvements constructed by a Subdeveloper.
Tax Increment means the amount of tax revenue collected as determined pursuant to
§ 311.012 of the Act and deposited in the Fund in accordance with this Agreement and the
participation agreement with any participating taxing unit.
TIRZ Bonds means a debt instrument or other instruments to finance TIRZ Improvements to
be issued and sold by the City in accordance with the Act (and in accordance with a schedule of
issuance agreed to by the Parties) in the aggregate principal amount necessary to produce net Bond
Proceeds of up to $114,000,000 (in 1999 Dollars) and, if issued pursuant to the Act, having a term
not to exceed the maximum term permitted by §311.015(1 ) of the Act.
TIRZ Improvements means the various improvements to be financed from the Tax Increment
or TIRZ Bonds supported thereby, as more fully set forth in Section 4.4, below, and Exhibit B.
Party orparties means all or any of the City, the Developer, and, with respect to Article V,
any Subdevelopers, as applicable.
1.2 Recitals incorporated. The representations, covenants and recitations set forth in the
recitals to this Agreement are material to this Agreement and are hereby found and agreed to be tree
and correct, and are incorporated into and made a part hereof as though they were fully set forth in
this article.
ARTICLE II.
COOPERATION
Actions of the parties: compliance with the Plans. The parties agree to take such actions,
including the execution and delivery of such documents, instruments, petitions and certifications
(and, in the City's case, the adoption of such ordinances and resolutions), as may be necessary or
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appropriate, from time to time, to carry out the terms, provisions and intent of this Agreement and
to aid and assist each other in carrying out said terms, provisions and intent. Further, the City agrees
(absent any uncured breach of the terms of this Agreement by the Developer resulting in a default
pursuant to Section 9.2 hereof) that it will not revoke or amend ordinances that are or will be
adopted by the City relating to the Reinvestment Zone, the PID, the PUD, and this Agreement except
as is consistent and in compliance with the Plans. The Parties shall cooperate fully with each other
in seeking from any or all appropriate governmental bodies (whether federal, state, county or local)
financial or other aid and assistance required or useful for the construction or improvement of
property and facilities in and on the Property or for the provision of services to the Property,
including, without limitation, grants and assistance for public transportation, roads and highways,
water and sanitary sewage facilities and storm water disposal facilities.
ARTICLE III.
EFFECTIVENESS OF AGREEMENT
This Agreement shall become effective from and after its approval and execution by both
parties.
ARTICLE IV.
DEVELOPMENT AND USE OF THE PROPERTY AND
CONSTRUCTION OF IMPROVEMENTS
4.1 Reinvestment Zone Board; delegation of powers. The City hereby acknowledges the
authority of the Board of Directors of the Reinvestment Zone pursuant to the Act to enter into such
agreements as the Reinvestment Zone Board considers necessary or convenient to implement this
Agreement and the Plans and to achieve its purposes. The City hereby delegates to the Reinvestment
Zone Board all powers relating to the implementation of the Plan, including without limitation the
power to (i) select and retain consultants, including without limitation, attomeys, engineers, and
administrators, and contracting with the City to assist in the implementation of the Plans; and (ii)
approve plans and specifications, award contracts, and approve change orders and payments in
accordance with this Agreement; provided that nothing in this section or this Agreement shall be
construed to delegate to the Reinvestment Zone Board the power to levy taxes.
4.2 The Project. All property within the Reinvestment Zone shall be developed in
accordance with the PUD's standards and conditions. The Developer shall construct the Project in
conformance with the approved PUD. Due to the size and complexity of the Project, the parties
acknowledge that the Project will be constructed in phases. The City agrees that it will ensure that
the terms of the PUD will apply uniformly to all applicable land within the Reinvestment Zone,
including any land subsequently added by annexation to the Reinvestment Zone, and that any
changes, additions or alterations to the PUD will be done only as may be consistent and in
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compliance with the Plans, and following notice to-the Developer so long as the Developer is the
manager or developer of at least ten percent of the acreage within the Reinvestment Zone. The City
and the Developer agree that no building permits shall be requested or issued for a particular multi-
family site included in the PUD until the TIRZ Improvements to serve such site are constructed. In
order to determine which TIRZ Improvements are necessary to serve the multi-family sites included
on the PUD, the City and the Developer shall refer to the map attached as Exhibit C, which map
identifies the TIRZ improvements that must be constructed.
4.3 Utilities and fees. The City shall only levy or assess any special taxes, fees, exactions,
impositions, or assessments of any form against the Property, not heretofore levied and assessed, if
they are applicable to all other properties in the City equally and uniformly and in the same manner,
or are consistent with the terms of the Plans; provided that, this section shall not affect such amounts
(i) levied or assessed by or through a PID, or a municipal utility district, created in the Reinvestment
Zone at the request of the Developer or its assignee, (ii) that are paid on behalf of the property within
the Reinvestment Zone from funds received by the City from the Administrative Fee, or (iii) assessed
by the City as an impact fee to finance water and sewer capacity of general application throughout
the City in an amount initially of $1,997.00 per single family residential equivalent (as of the date
of this Agreement), and subject to revision in accordance with applicable law from time to time.
4.4 Construction of Improvements.
(a) The Improvements provided for in this Agreement consist of the TIRZ Improvements
and the City Improvements. Exhibit B, as supplemented in Subsection (b), below, designates the
TIRZ Improvements (both Master Improvements and Subdeveloper Improvements) and the City
Improvements. The City's obligation to construct or cause to be constructed the Improvements in
accordance with this section shall become effective and enforceable upon execution. The City and
the Developer shall cooperate and coordinate their activities with respect to the commencement and
construction of the Improvements and the Project so that the commencement and construction of the
Improvements shall occur at such times as are necessary to meet the construction time requirements
of the Plans. The parties agree to jointly prepare (and update, from time to time, as necessary) a
construction schedule of the Improvements in order to help implement the parties' obligations
pursuant to this section. The City further agrees to supply the Developer with copies of all contracts
to be entered into by the City with respect to the Improvements, as well as all change orders and
requests therefor pursuant to such contracts prior to their approval by the City, all for the Developer's
review and comment.
(b)
will:
Without limitation of the generality of the foregoing, as City Improvements, the City
(i)
construct and operate a 20-inch water line of sufficient capacity and delivered
at sufficient pressure to serve all of the Property, extending from existing City
of Houston water supply facilities into the Reinvestment Zone, along McHard
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(ii)
(iii)
(iv)
(V)
(vi)
(vii)
(viii)
Road and Clear Creek to the East side of FM 521, to be completed on or
before August 1, 2000;
construct and operate a 16-inch water line of sufficient capacity and delivered
at sufficient pressure to serve all of the Property, from existing City water
supply facilities into the Reinvestment Zone, extending West across Highway
288, following County Road 92 to the intersection of future Kirby Drive, to
be completed on or before December 1, 1999;
construct and operate on-site water storage facilities and pressure pumps to
provide sufficient capacity and delivered at sufficient pressure to serve all of
the Property;
construct and operate all sanitary sewer trunklines 12 inches in diameter or
greater within the Reinvestment Zone, up to a total cost of $4.3 million
(including design and permits), with design and construction to commence
upon approval of the Plans by the City; provided that, if any of such $4.3
million remains following the construction of all such trunklines, the
remainder will be used to construct additional sanitary sewer trunklines
within the Reinvestment Zone, as such lines will be designated by the
Developer provided such additional expenses are approved by the Texas
Water Development Board;
assume lease payments on the temporary sewage treatment plant constructed
by or on behalf of the Reinvestment Zone as a TIRZ Improvement once there
are any residential connections connected thereto; provided that, the City's
lease payment obligation is limited to the extent of any revenues generated
by connections to the plant;
construct and operate the initial phase of a permanent sewage treatment plant
with a minimum capacity of approximately 2 million gpd, the plant to
become operational by the time the temporary plant described in Item (v)
above reaches 90 percent capacity;
construct and operate all additional phases to the permanent sewage treatment
plant sufficient to serve the ongoing and ultimate needs of the Reinvestment
Zone, each phase thereof to become operational when the then existing
permanent plant reaches 90 percent capacity;
provide fire, police and other City services generally provided throughout the
City in the same manner within the Reinvestment Zone as so provided, as
development in the Reinvestment Zone warrants;
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(ix)
design, finance, construct a regional park to serve the Reinvestment Zone, as
may be determined in the discretion of the City Council.
(c) Funding sources. The City Improvements described in Subsection (b), above, shall
be funded as provided in this subsection. Items (i), (ii) and (iii) will be paid from water and sewer
impact fee revenues, the proceeds of revenue bonds issued by the City secured by such impact fees,
and grant funds; Item (iv) will be paid from current funds available from the proceeds of a State
revolving fund loan; Item (v) will be paid from water and sewer system revenues generated from
the Property; Items (vi) and (vii) will be paid from water and sewer impact fee (or other form of
equivalent capital recovery, connection or contract charges that the City and Developer may agree)
revenues, and the proceeds of revenue bonds issued by the City secured by such impact fees; and
Item (viii) and (ix) will be paid from lawfully available funds that may be currently available in the
budget year in which such services or improvements are designated to be carried out. The City
agrees to use its best efforts to collect such revenues, issue such bonds, and appropriate such funds
as may be required to finance the City Improvements.
(d) (i) To the extent that any of the TIRZ Improvements to be constructed under the
management of the Developer are to be located in City owned rights-of-way, the City shall: (1) grant
to the Developer and its designees access thereto to enable the construction of such TIRZ
Improvements, or (2) acquire the fight-of-way necessary under the provisions of State law, utilizing,
when necessary, the City's power of eminent domain.
(ii) All plans and specifications for the TIRZ Improvements shall be submitted
to the City for review and approval prior to the commencement of construction.
(iii) The City and the Developer agree and acknowledge that the Developer may
seek and receive payment and reimbursement in accordance with this Agreement for all Project
Costs the Developer incurs, out of Bond Proceeds and Tax Increment and other funds available under
this Agreement. Notwithstanding anything to the contrary contained in this Agreement. The City's
obligation to issue TIRZ Bonds shall not exceed $114,000,000 (in 1999 Dollars), plus the cost of
issuance, developer interest, capitalized interest and necessary reserve funds in connection with such
TIRZ Bonds. To the extent the Tax Increment generated from the Reinvestment Zone is insufficient
to pay debt service on the TIRZ Bonds described in the preceding sentence, the TIRZ Bonds may
be reduced or issued in phases.
(iv) The City shall terminate the Reinvestment Zone, as provided in §311.017(a)
of the Act, on the earliest possible date after which all Project Costs with respect to the TIRZ
Improvements, as well as all TIRZ Bonds and interest thereon, have been paid in full.
(v) The City shall establish administrative procedures to recover from connection
fees it imposes on new connections to the City water and wastewater system, a prorated surcharge
for each connection in the service area that is served by the water and sewer TIRZ improvements
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along County Road 48, Kirby Drive and McHard Road, which surcharge shall include, at a
minimum, the cost of the line and initial plant capacity, including the interest or financing costs. The
City agrees to deposit all of such surcharges to the credit of the Tax Increment Fund.
4.5 Developer's rights in the event of the City's default: contractor bonds.
(a) In the event the City fails to complete the TIRZ Improvements or defaults under this
Agreement, then the Developer, in addition to its rights under Section 9.2 of this Agreement, may
compel the City to fund from TIRZ funds and complete the Improvements by mandamus, specific
performance or mandatory permanent injunction.
(b) In the event the City fails to complete the City Improvements or defaults under this
Agreement, then the Developer, in addition to its fights under Section 9.2 of this Agreement, may
compel the City to fund and complete the City Improvements by mandamus, specific performance
or mandatory permanent injunction.
(c) Without limitation, the City further covenants to require and enforce payment and
performance bonds of contractors constructing the Improvements.
4.6. Developer's obligations.
(a) The Developer' s and Subdeveloper's contributions, in addition to the other obligations
described in this Agreement, include the following:
(i) petition for the creation of the Reinvestment Zone and the PID;
(ii) implement the Plans and the PUD, provided that the Developer shall not be
required to provide additional stormwater drainage capacity to benefit property outside the
TIRZ unless Brazoria County Drainage District No. 4 executes a binding agreement with the
City to contribute at least 50% of its tax increment to the Reinvestment Zone for the term of
the Zone no later than December 31, 1999;
(iii) use its best efforts to construct the water line connection between the proposed
water plant at FM521 and the proposed water line at CR92/Kirby Drive by December 31,
2000. The City agrees to use its best efforts to obtain an extension of the EDA grant deadline
and, if successful, the Developer will use its best efforts to complete the line within the
extended time period;
(iv) adopt deed restrictions and other restrictive covenants, and promulgate the
Developer's guidelines regarding development standards, consistent with the PUD and
relevant City regulation;
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(v) require Subdevelopers to abide by the Developer's development standards, and
provide for enforcement mechanisms for restrictive covenants;
(vi) assemble the Property for ownership and development (estimated cost
$30,000,000.00);
(vii) oversee and construct neighborhood improvements and amenities, such as water,
sanitary sewer and drainage facilities and payment of impact fees (estimated cost
$76,215,000);
(viii) cause the maintenance of lakes and channels, parks and recreation facilities,
rights of way, landscaping, monumentation, greenbelts and the hike/bike system to be funded
through a PID assessment or homeowner's association assessment;
(ix) advertise and market the Project (estimated cost over ten years $10,000,000.00);
(x) pay property taxes (estimated cost over 15 years $20,000,000.00);
(xi) maintain the Property (estimated cost over 15 years $3,500,000.00);
(xii) pay legal and other professional expenses (estimated cost over 15 years
$2,000,000.00);
(xiii) pay land planning, architectural, engineering, surveying, and design expenses
(estimated cost over 15 years $3,000,000.00);
(xiv) cause to be constructed TIRZ Improvements up to $109,000,000, as outlined
in the Plans, subject to reimbursement as provided in this Agreement.
(b) The above items describe the efforts and contributions of the Developer, both prior to and
during the term of this Agreement, to the Project. Amounts described are estimates only, and certain
items, such as (vii), (viii), and (xii) are intended to be partially or totally reimbursed to either the
Developer or a Subdeveloper pursuant to this Agreement or through the PID.
4.7 Annexation of additional property. The parties agree and recognize that from time
to time the City may receive requests for the addition of property adjacent to the Reinvestment Zone
to be annexed into the Reinvestment Zone. The City agrees that property will not be annexed into
the Reinvestment Zone except as is consistent with the Plans.
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ARTICLE V.
PAYMENT AND REIMBURSEMENT OF
ELIGIBLE PROJECT COSTS
5.1 TIRZ Bonds: reimbursements.
(a) The parties acknowledge that the development of the Property in the Reinvestment
Zone as provided in the Project Plan and this Agreement can only occur with the use of Bond
Proceeds, which Bond Proceeds, together with Tax Increment and other funds available under this
Agreement, shall be used to reimburse the Developer or Subdeveloper for eligible Project Costs.
TIRZ Bonds shall be issued in one or more installments to pay the Project Costs of the TIRZ
Improvements, including both the Master Improvements, and the Subdeveloper Improvements.
(b) The TIRZ Bonds and payment of other eligible Project Costs shall be secured by the
Tax Increment and interest earned on investment of monies within the Fund. The City pledges that
it will deposit the entirety of such funds into the Fund. The amounts deposited in the Fund shall be
disbursed in accordance with this Agreement, the TIRZ Bonds and any trust indenture entered into,
or bond authorization documents adopted, in connection with the TIRZ Bonds (which trust indenture
or bond ordinance shall not conflict with the provisions of this Agreement). The City covenants and
agrees to deposit all Tax Increment into the Fund promptly upon the City's receipt of any Tax
Increment and to disburse funds from the Fund in accordance with this Agreement solely (A) to
make payments of principal and interest on TIRZ Bonds as and when due, (B) to pay eligible
expenses of the Reinvestment Zone, including creation costs and operating expenses, (C) to pay
Project Costs, and (D) to reimburse the Developer or a Subdeveloper amounts equal to eligible
Project Costs, plus interest, incurred by the Developer or a Subdeveloper in accordance with this
Agreement. Notwithstanding the above, to pay for services rendered by the City in the Reinvestment
Zone, including imputed administrative costs, including reasonable charges for the time spent by
employees of the City in connection with the implementation of the Plans, the City may withdraw
the Administrative Fee described in Section 5.3, below from the Tax Increment on or about
September 1 of each year, commencing in 2002.
(c) The City agrees to use its best efforts to issue the TIRZ Bonds to fund
reimbursements as provided herein in accordance with the Developer's timing needs to develop the
Project. In addition, the City will provide the Developer with copies of any proposed bond ordinance
or indenture in connection with the TIRZ Bonds, and to allow the Developer to offer reasonable
comments thereto.
(d) To the fullest extent permitted by law, the City agrees that (i) it will not pledge or
apply the Tax Increment or any other monies in the Fund to any other purpose or payment of any
obligation of the City except for the TIRZ Bonds and obligations arising under this Agreement; (ii) it
will not commingle the Tax Increment with any other funds of the City; (iii) it will not take any
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action or omit to take any action that will affect the continued existence of the Fund or the
availability of the Tax Increment to pay the TIRZ Bonds and the other obligations under this
Agreement; (iv) it will take all actions and submit all documents in a timely manner to receive all
Tax Increment; (v) it will institute and pursue to a final order or judgment any bond validation action
or suit upon reasonable request by the Developer; (vi) it will not refund the TIRZ Bonds in any
manner inconsistent with the Plans; and (vii) it will direct the investment of the Tax Increment in
accordance with Texas law applicable to investment of funds by municipalities.
(e) The parties and any assignees of the parties will take all actions necessary to ensure
that the interest payable on the TIRZ Bonds is and remains exempt from taxation under the Intemal
Revenue Code of 1986, as amended, and regulations promulgated thereunder.
(f) Notwithstanding the provisions of this section relating to the issuance of TIRZ Bonds
to finance TIRZ Improvements, including Developer and Subdeveloper reimbursements, such
payments may be made directly from the accrued Tax Increment if the parties agree that such funds
are available therefrom for such purpose.
(g) Construction of TIRZ Improvements; reimbursement.
(i) The TIRZ Improvements are described in Exhibit B, and shall not be changed
except as may be consistent with the Plans and this Agreement. Except for City Facilities
and Educational Facilities described in (h) below, the TIRZ Improvements will be
advance-funded by the Developer or a Subdeveloper, subject to reimbursement from Bond
Proceeds or available Tax Increment, as provided in this subsection. The Developer or a
Subdeveloper shall submit to the Reinvestment Zone Board a description of the TIRZ
Improvements to be constructed for review and approval with regard to compliance with the
requirements of this Agreement and the Plans.
(ii) The total amounts owing or to become owing for funds advanced from time
to time under this subsection shall bear simple interest commencing at the time the funds are
advanced to pay for the applicable TIRZ Improvements, or advances spent for the creation,
organization and administration expenses of the TIRZ, continuing until paid, for a maximum
period of five years from the completion of the applicable TIRZ Improvements or of the
creation or administration advance.
(iii) Reimbursements.
(A) Timing. The Reinvestment Zone shall reimburse the Developer or a
Subdeveloper as soon as practicable once (1) the applicable TIRZ Improvements
have been completed and the Letter of Acceptance received with respect thereto, and
(2) the City has issued TIRZ Bonds (unless the reimbursement is to be made from
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::ODMA~OFTSOL',31 l\VEHOU09\92106\0
available Tax Increment as described in subsection (f), above), for such purpose as
described below, but only from available Bond Proceeds thereof.
(B) Developer reimbursements. Prior to the construction of any TIRZ
Improvements by the Developer, the TIRZ Board shall determine the area of the
Reinvestment Zone to be benefited from such improvements. The City agrees to sell
TIRZ Bonds to reimburse the Developer for the full amount of eligible TIRZ
Improvements, plus amounts required to reimburse the Developer for funds advanced
in connection with the creation and administration of the Reinvestment Zone and the
conception, design and construction of the TIRZ Improvements, plus simple interest
calculated at (i) eight percent per annum with respect to Master Improvements and
the first $1,000,000 of creation and administration advances for a maximum period
of five years from completion of the applicable TIRZ Improvements or of the
creation or administrative advance, and (ii) 6.5 percent per annum with respect to
other TIRZ Improvements and any remaining creation and administration advances,
at such time as the unencumbered Tax Increment generated within the bene~ted area
is sufficient to support the applicable TIRZ Bonds bearing interest at the then-current
rate of interest for comparable issues, with a debt coverage of not less than 1.25 of
proposed and outstanding TIRZ Bonds, after taking into account the portion of the
Tax Increment required to pay the Administrative Fee, City Facilities, Educational
Facilities, and costs of administering the Reinvestment Zone.
(C) Subdeveloper reimbursements. A particular Subdeveloper shall have the
benefit of the Tax Increment attributable to such Subdeveloper's development,
subject to the financing of the Master Improvements, and further subject to the
preservation of the general creditworthiness of the Reinvestment Zone as a whole.
Consistent therewith, the City agrees to sell TIRZ Bonds to reimburse the
Subdeveloper for the full amount of eligible Subdeveloper Improvements, plus
simple interest calculated at 6.5 percent per annum for a maximum period of five
years from completion of the applicable TIRZ Improvements, at such time as the Tax
Increment generated by the portion of the Reinvestment Zone developed or under
development by the applicable Subdeveloper is sufficient to support the applicable
TIRZ Bonds bearing interest at the then-current rate of interest for comparable issues,
with a debt coverage of not less than 1.25 of proposed and outstanding TIRZ Bonds,
after taking into account the portion of the Tax Increment required to pay for the
Administrative Fee, Educational Facilities, Master Improvements, and costs of
administering the Reinvestment Zone.
(D) Notwithstanding the above, the obligation to issue TIRZ Bonds pursuant
to this Item (iii) is conditioned upon (1) the Developer or Subdeveloper entering into
an agreement with the Reinvestment Zone board specifying the TIRZ Improvements
to be constructed, the area over which the available Tax Increment is to be computed,
::ODMA\SOFTSOLX31 IWEHOU09\92106\0 - 14-
and related matters; (2) compliance with-all competitive bidding and other laws
relating to the solicitation and award of public works contracts, as such are applicable
to similar City public improvement contracts; and (3) a determination of the
Reinvestment Zone's financial advisor that the (y) TIRZ Bonds required for such
reimbursement are reasonably marketable, and (z) issuance thereof will not have a
materially detrimental effect on the viability of any outstanding TIRZ Bonds.
(iv) Reimbursement to the Developer or a Subdeveloper for real property required
for TIRZ Improvements shall be made in an amount equal to the lesser of either (1) the
Developer or Subdeveloper's actual cost plus simple interest (calculated as applicable to the
recipient) until paid, or (2) the appraised value of the real property at the time of the
reimbursement; provided that, the payment for land required for Educational Facilities shall
be paid based on the fair market value of residential property.
(h) City Facilities. The City Facilities will be financed with the proceeds of TIRZ Bonds
or Increment on a schedule consistent with the development of the Zone, and as sufficient Tax
Increment is created within the Zone, taking into consideration the requirements of all
then-outstanding TIRZ Bonds and any then-outstanding reimbursement obligations; provided that
the City may finance City Facilities using other available funds, to be reimbursed from TIRZ Bond
proceeds.
(i) Educational Facilities. Educational Facilities to be constructed as a part of the Plans
shall be determined by Alvin Independent School District CAISD"), using a portion of the AISD Tax
Increment, to be disbursed in accordance with the AISD participation agreement. Seventy-five
percent of the AISD Tax Increment shall be disbursed to AISD to be used for the financing of
Educational Facilities in accordance with the Act and applicable law relating to such facilities. In
the event Fort Bend Independent School District ("FBISD") agrees to participate in the Reinvestment
Zone, this paragraph shall apply with respect to the amount of its Tax Increment to be disbursed to
FBISD in accordance with its participation agreement, and the definition of Educational Facilities
shall be considered to include FBISD facilities as well as AISD facilities. TIRZ Bonds will not be
issued to finance Educational Facilities.
5.2 City accounting. The City shall maintain complete books and records showing
deposits to and disbursements from the Fund and Improvement Fund of Tax Increment and Bond
Proceeds, which books and records shall be deemed complete if kept in accordance with generally
accepted accounting principles as applied to Texas municipalities and in accordance with the
provisions of the Act. Such books and records shall be available for examination by the duly
authorized officers or agents of the Developer and any Subdeveloper during normal business hours
upon request made not less than five business days prior to the date of such examination. The City
shall maintain such books and records throughout the term of this Agreement and for four years
thereafter, all subject to the requirements of the Act.
::ODMAXSO'FI'SOLX311WEHOU09\92106\0 - l 5 -
5.3 Administrative Fee. The Administrative Fee shall be the following amounts in the
applicable calendar years commencing January 1, 1999:
Years 1-3 (1999-2001)
No Administrative Fee.
Years 4-8 (2002-2006)
36 percent of the City Increment.
Years 9-30 (2007-2028)
64 percent of the City Increment.
provided that, the amount deposited and retained annually in the Fund attributable to the City
Increment for the applicable year shall in no event be less than (i) in years 4-8, 44¢ per $100.00 of
the "captured appraised value" (as such term is defined in §311.012(b) of the Act) of the City
Increment, and (ii) in years 9-30, 25'/2¢ per $100.00 of such amount.
ARTICLE VI
COMPLETION OF TIRZ IMPROVEMENTS
Promptly upon the completion of construction of any of the TIRZ Improvements, the City
shall fumish a Letter of Acceptance so certifying. Each Letter of Acceptance shall be in a recordable
form, and shall be a conclusive determination of satisfaction and termination of the covenants in this
Agreement with respect to the obligations of the Developer or a Subdeveloper to construct such
TIRZ Improvements. Upon written request for a request for a Letter of Acceptance, the City shall
have 30 days after receipt thereof to provide a Letter of Acceptance or a written statement indicating
in detail why the certificate cannot be issued, and what measures or acts will be necessary, in the
reasonable opinion of the City citing applicable laws and ordinances for the Developer or
Subdeveloper to take or perform in order to obtain issuance of such Letter of Acceptance. The
Developer or Subdeveloper will follow standard City requirements applicable to all developers
within the City with regard to the acceptance of facilities by the City.
ARTICLE VII
PUBLIC SAFETY AND OTHER IMPROVEMENTS
7.1 Police and fire protection. The Developer and the City recognize that providing
a Project that is safe and secure is in the best interests of both the Developer and the City. To that
end, the City commits to providing a law enforcement and fire fighting presence in the Project. The
City shall finance such services from the Administrative Fee and other available City revenues.
7.2 Improvements by other entities.
(a) Generally. The parties recognize that other improvements are expected to be carried out
within the area of the Reinvestment Zone by other entities than the parties. Specifically, the parties
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::ODMANSOFTSOLx311WEHOU09\92106\0
contemplate the creation of one or more PlDs to provide "public improvements" as such term is
defined in TEx. LOCAL GOV'T CODE, § 372.003, or one or more municipal utility districts under TEx.
WATER CODE, oh. 54, pursuant to then-current city requirements. Upon the submission of a legally
sufficient petition therefor, the City will cooperate with the petitioners to create such districts, and
once a PID is created, to levy a PID assessment thereunder reasonably sufficient to carry out the
purposes for which the PID may be created.
(b) The PID. Without limitation of the generality of subsection (a), it is currently anticipated
that the PID shall be created to levy assessments within the area of the Reinvestment Zone to finance
the construction of public water, sewer and drainage facilities and impact fees, including
contingencies, and engineering and legal services. In addition, the parties anticipate that certain
supplemental services, including maintenance of public improvements and common areas and
general administrative expenses will be financed by a separate maintenance assessment similar to
homeowner's association assessments. The cost of the PID improvements is anticipated at
approximately $76,215,000. Each assessment is expected to be made on the basis of the area of the
tracts to be benefited by the applicable PID improvements.
ARTICLE VIII
AUTHORITy: COVENANTS
8.1 Actions. The City covenants to the Developer and agrees that upon application of the
Developer, the City will use its best efforts to the extent permitted by law to take such actions as may
be required and necessary to process any amendments, variations, special use approvals and permit
applications relating to the Zoning Ordinance and the City's other ordinances, codes and regulations,
as may be necessary or proper in order to insure the development of the Property and the Project in
accordance with the Plans, this Agreement and the PUD and to enable the City to execute this
Agreement and to carry out fully and perform the terms, covenants, agreements, duties and
obligations on its pact to be kept and performed as provided by the terms and provisions hereof. The
City's willingness to use its powers of condemnation with respect to the construction of public
projects consistent with this Agreement shall not be construed as a delegation of such condemnation
powers to the Reinvestment Zone.
8.2 Powers.
(a) The City hereby represents and warrants to Developer that the City has full
constitutional and lawful right, power and authority, under currently applicable law, to
execute and deliver and perform the terms and obligations of this Agreement, and all of the
foregoing have been or will be duly and validly authorized and approved by all necessary
City proceedings, findings and actions. Accordingly, this Agreement constitutes the legal,
valid and binding obligation of the City, is enforceable in accordance with its terms and
provisions and does not require the consent of any other governmental authority.
::ODMA~SOFTSOLX31 I\VEHOU09\92106\0 - 17-
(b) The Developer hereby represents and warrants to the City that Developer has
full lawful right, power and authority to execute and deliver and perform the terms and
obligations of this Agreement and all of the foregoing have been or will be duly and validly
authorized and approved by all necessary actions of Developer. Concurrently with
Developer's execution of this Agreement, Developer has delivered to the City copies of the
resolutions or other corporate actions authorizing the execution of this Agreement and
evidencing the authority of the persons signing this Agreement on behalf of Developer to do
so. Accordingly, this Agreement constitutes the legal, valid and binding obligation of
Developer, and is enforceable in accordance with its terms and provisions.
8.3 Authorized parties. Whenever under the provisions of this Agreement and other
related documents and instruments or any supplemental agreements, any request, demand, approval,
notice or consent of the City or Developer is required, or the City or Developer is required to agree
or to take some action at the request of the other, such request, demand, approval, notice or consent,
or agreement shall be given for the City, unless otherwise provided herein, by the City Manager or
his designee and for Developer by any officer of Developer so authorized (and, in any event, the
officers executing this Agreement are so authorized); and any party shall be authorized to act on any
such request, demand, approval, notice or consent, or agreement.
8.4 Covenants regarding ad valorem taxes.
(a) No inventory valuation. The Developer, as well as all Subdevelopers, shall value all real
property within the Reinvestment Zone for taxation in accordance with TE×. TAX CODE, §23.01, and
that they will not request such property to be valued for taxation on the basis of inventory as
permitted by TEX. TAX CODE, §23.12.
(b) Agricultural valuation. This Agreement shall not be construed to prevent any owner from
claiming agricultural valuation on the Property. The Developer agrees that for any tax year from
1999 until termination of the Reinvestment Zone that agricultural designation is claimed on the
property within the Reinvestment Zone owned by either the Developer or Pearland Investments, L.P.,
the Developer agrees to make a supplemental payment to the City equal to the amount of taxes the
City would have collected on such property if there was no agricultural designation. By way of
example, this means that if the property was appraised on the City's tax rolls at $1,000 per acre, but
the agricultural designation lowered the taxable value to $100 per acre, the Developer would make
a supplemental tax payment to the City based on a value of $900 per acre. This payment would be
made at the same time taxes are,paid. Whenever the agricultural designation is removed on any of
the property from tax year 1999 until termination of the Reinvestment Zone for any reason that
triggers payment of "rollback" taxes, the Developer will be given a credit by the City against the
amount of "rollback" taxes due. This is due to the fact that "rollback" taxes are collected to allow
the City to recover the amount of tax that would have been paid but for the agricultural designation.
If the Developer has made the supplemental payments described herein, the City would have already
:: ODMA~OFTSOLX31 IWEHOU09\92106\0 - l 8 -
received the "rollback" for each of those years. Statutory interest imposed at the time of the change
in use will not be charged for tax years in which this supplemental payment was made.
(c) Application of ad valorem tax covenants to successors. This Section is binding upon all
future owners of the Property purchasing from or othen,vise succeeding the Developer, other than
current owners (except for the Developer) or current lienholders. The Developer agrees that it will
require subsequent purchasers of the Property to agree to abide by the terms of this section.
8.5 Cooperation. The Developer agrees that it will cooperate with the City and the
Reinvestment Zone and will provide all necessary information to the Reinvestment Zone and its
consultants to assist the Reinvestment Zone in complying with this Agreement.
ARTICLE IX
GENERAL PROVISIONS
9.1 Time of the essence. Time is of the essence of this Agreement. The parties will make
every reasonable effort to expedite the subject matters hereof and acknowledge that the successful
performance of this Agreement requires their continued cooperation. All dates and time periods
provided for in this Agreement shall be delayed during any pending or threatened litigation that
would affect the ability to issue the TIRZ Bonds, acquire the Property or commence or continue with
construction of the Improvements or the Project, for a time period equal to the duration of such
litigation.
9.2 Default.
(a) A party shall be deemed in default under this Agreement (which shall be
deemed a breach hereunder) if such party fails to materially perform, observe or comply with
any of its covenants, agreements or obligations hereunder or breaches or violates any of its
representations contained in this Agreement.
(b) Before any failure of any party to perform its obligations under this
Agreement shall be deemed to be a breach of this Agreement, the party claiming such failure
shall notify, in writing, the party alleged to have failed to perform of the alleged failure and
shall demand performance. No breach of this Agreement may be found to have occurred if
performance has commenced to the reasonable satisfaction of the complaining party within
30 days of the receipt of such notice, subject, however, to the terms and provisions of
Section 9.2(c). Upon a breach of this Agreement, the non-defaulting Party, in any court of
competent jurisdiction, by an action or proceeding at law or in equity, may secure the specific
performance of the covenants and agreements herein contained, may be awarded damages
for failure of performance, or both. Except as otherwise set forth herein, no action taken by
a Party pursuant to the provisions of this Section pursuant to the provisions of any other
Section of this Agreement shall be deemed to constitute an election of remedies and all
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:: ODMAXSOFTSOLX311 \V EHOU09\92106\0
remedies set forth in this Agreement shall be cumulative and non-exclusive of any other
remedy either set forth herein or available to any Party at law or in equity. Each of the
Parties shall have the affirmative obligation to mitigate its damages in the event of a default
by the other Party.
(c) Notwithstanding anything in this Agreement which is or may appear to be to
the contrary, if the performance of any covenant or obligation to be performed hereunder by
any Party is delayed as a result of circumstances which are beyond the reasonable control of
such Party (which circumstances may include, without limitation, pending or threatened
litigation, acts of God, war, acts of civil disobedience, fire or other casualty, shortage of
materials, adverse weather conditions [such as, by way of illustration and not limitation,
severe rain storms or below freezing temperatures, or tomados] labor action, strikes or
similar acts) the time for such performance shall be extended by the amount of time of such
delay. The Party claiming delay of performance as a result of any of the foregoing "force
majeure" events shall deliver written notice of the commencement of any such delay
resulting from such force majeure event not later than seven days after the claiming Party
becomes aware of the same, and if the claiming Party fails to so notify the other Party of the
occurrence of a "force majeure" event causing such delay, the claiming Party shall not be
entitled to avail itself of the provisions for the extension of performance contained in this
Section.
(d) In addition to any other right or remedy available to Developer pursuant to
this Agreement, in the event of a material breach by the City under this Agreement which
continues for 30 days after written notice to the City thereof and the City's failure to cure or
diligently proceed to cure such breach to Developer's reasonable satisfaction, Developer shall
have the right (but not the obligation), in its sole discretion, to exercise its rights under
Section 4.5, with regard to mandamus, specific performance or mandatory permanent
injunction to require the City to do so.
9.3 Personal liability of public officials. To the extent permitted by State law, no public
official or employee shall be personally responsible for any liability arising under or growing out of
this Agreement.
9.4 Liability of the Developer. its successors and assignees. Any obligation or liability
of the Developer whatsoever that may arise at anytime under this Agreement or any obligation or
liability which may be incurred by the Developer pursuant to any other instrument, transaction or
undertaking contemplated hereby shall be satisfied, if at all, out of the assets of the Developer only.
No obligation or liability shall be personally binding upon, nor shall resort for the enforcement
thereof be had to, the property of any of partners, officers, employees, shareholders or agents of the
Developer, regardless of whether such obligation or liability is in the nature of contract, tort or
otherwise.
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:: ODMAXSOFTSOLB 11WEHOU09\92106\0
9.5 Notices. Any notice sent under this Agreement (except as otherwise expressly
required) shall be written and mailed, or sent by rapid transmission confirmed by mailing written
confirmation at substantially the same time as such rapid transmission, or personally delivered to an
officer of the receiving party at the following addresses:
If to the City:
City Manager
City of Pearland
3519 Liberty Drive
Pearland, Texas 77581
RE: REINVESTMENT ZONE NUMBER TWO
with a copy to:
City Attomey
City of Pearland
3519 Liberty Drive
Pearland, Texas 77581
RE: REINVESTMENT ZONE NUMBER TWO
If to the Developer:
Shadow Creek Ranch Development Company, L.P.
10777 Westheimer, Suite 1100
Houston, Texas 77042
Attention: Gary Cook
with a copy to:
Lynne B. Humphries
Vinson & Elkins L.L.P.
2300 First City Tower
1001 Fannin
Houston, TX 77002-6760
Fax No.: (713) 615-5601
Each party may change its address by written notice in accordance with this Section, Any
communication addressed and mailed in accordance with this Section shall be deemed to be given
when so mailed, any notice so sent by rapid transmission shall be deemed to be given when receipt
of such transmission is acknowledged, and any communication so delivered in person shall be
deemed to be given when receipted for by, or actually received by, an authorized officer of the City
or the Developer, as the case may be.
9.6 Amendments and waivers. Any provision of this Agreement may be amended or
waived if such amendment or waiver is in writing and is approved by the City Council and the
Developer. No course of dealing on the part of the City or the Developer nor any failure or delay by
::ODMA\SOFTSOLX31 I\VEHOU09\92106\0 -2 ] -
the City or the Developer with respect to exercising any right, power or privilege pursuant to this
Agreement shall operate as a waiver thereof, except as otherwise provided in this Section.
9.7 Invalidity. In the event that any of the provisions contained in this Agreement shall
be held unenforceable in any respect, such unenforceability shall not affect any other provisions of
this Agreement and, to that end, all provisions, covenants, agreements or portions of this Agreement
are declared to be severable.
9.8 Successors and assigns. No party to this Agreement shall have the fight to assign its
rights under this Agreement or any interest herein, without the prior written consent of the other
parties, except that the Developer may assign its rights and responsibilities hereunder to any entity
to which substantially all of its assets and its rights to proceed with development of the property
within the Zone are transferred. In connection with an assignment by the Developer of its
development fights and obligations under this section, the Developer may file a memorandum of this
Agreement in the official real property records of the applicable county to evidence the rights and
obligations of such assignee and its successors hereunder.
9.9 Exhibits, titles of articles. sections and subsections. The exhibits attached to this
Agreement are incorporated herein and shall be considered a part of this Agreement for the purposes
stated herein, except that in the event of any conflict between any of the provisions of such exhibits
and the provisions of this Agreement, the provisions of this Agreement shall prevail. All titles or
headings are only for the convenience of the parties and shall-not be construed to have any effect or
meaning as to the agreement between the parties hereto. Any reference herein to a section or
subsection shall be considered a reference to such section or subsection of this Agreement unless
otherwise stated. Any reference herein to an exhibit shall be considered a reference to the applicable
exhibit attached hereto unless otherwise stated.
9.10 Applicable law. This Agreement is a contract made under and shall, be construed in
accordance with and governed by the laws of the United States of America and the State of Texas,
and any actions concerning this Agreement shall be brought in either the Texas State District Courts
of Brazoria County, Texas or the United States District Court for the Southern District of Texas.
9.11 Entire agreement. This written agreement reUresents the final agr, eement between the
parties and may not be contradicted by evidence of prior contemporaneous or subsequent oral
agreements of the parties. There are no unwritten oral agreements between the parties.
9.12. Term of Agreement. The term of this Agreement shall commence on the date first
eligible Project Costs, or (b) December 31, 2028.
::ODMAXSOFTSOLX31 iWEHOU09\92106\0
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9.13 No waiver of City standards. Except as may be specifically provided in this
Agreement, the City does not waive or grant any exemption to the Property or the Developer with
respect to City regulations or ordinances, including without limitation platting, permitting or similm:.
provisions.
9.14 Approval by the parties. Whenever this Agreement requires or permits approval or
consent to be hereafter given by any of the parties, the parties agree that such approval or consent
shall not be unreasonably withheld or delayed.
9.15 Counterparts. This Agreement may be executed in several counterparts, each of
which shall be an original and all of which shall constitute but one and the same agreement.
9.16 Interpretation. This Agreement has been jointly negotiated by the parties and shall
not be construed against a party because that Party may have primarily assumed responsibility for
the drafting of this Agreement.
[Signatures begin on following page]
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::ODMAXSOFTSOLx311WEHOU09\92106\0
IN WITNESS WHEREOF, the Parties have duly executed this Agreement pursuant to all
requisite authorizations as of the date first above written.
COLTNTERSIGNED:
City Manager
Date countersigned:
APPROVED AS TO FORM:
City Attomey
Date:
CITY:
CITY OF PEARLAND, TEXAS, a home rule
municipality
By: "'-
Mayor
DEVELOPER:
SHADOW CREEK RANCH DEVELOPMENT
COMPANY, L.P., a Nevada limited partnership,
by
SHADOW CREEK RANCH, INC.
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:: ODMAXSOFTSOLx311 \VEHOU09\92106\0
Exhibits
A
B
C
Legal Description of Reinvestment Zone
TIRZ Improvements/City Improvements
Map showing TIRZ Improvements that must be constructed for building permits to be
issued for multi-family sites
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::ODMAXSOFTSOL~311 \VEHOU09\92106\0
EXHIBIT
LEGAL DESCRIPTION of the ZONE
DESCRIPTION OF
346? ACES, MORE OR LESS
SHADOXV CKEEK tL-~NCH
TAX INCKEMENT REINVESTMENT ZONE
November 3, 1998
Job No. 1545-9803-100
Being 3467 acres of land. more or less, located in the Dupuy and Roberrs Survey, Abstract 726, Brazoria
County; William Morris Survey, Abstract 344, Brazoria Count)'; T. C. R. R. Co. Survey, Section 3, Abs~act 678,
Brazoria County; T. C. R .R. Co. Survey, Section 4 (John W. Maxcy), Abstract 675, Brazoria Count).': Obedi~ Pills
Survey, Abstract 7 17, Brazoria County; H.T. & B. R. R. Co. Survey, Section 80 (J.S. Talmage), Abstract 564, Brazoria
County; H. T. & B. R. R. Co. Sus,,'ey, Section 81, Abstract 300, Brazoria County; H. T. & B. R. R. Co. Survey, Section
82 (J. S. Talmage), Abstract 565, Brazoria County; H. T. & B. R. R. Co. Survey, Section 83, Abstract 305 in Brazoria
County and Abstract 761 in Fort Bend County; S.C. Hayhie Survey, Abstract 2 12 in Brazoria County and Absract 620
in Fort Bend County; Franklin Hooper Survey, Abstract 198, Fort Bend County; George W. McDonald Survey, Abstract
577, Fort Bend County; I. C. Stafford Survey, Abstract 668, Fort Bend County and the H. Levering Survey, Abstract
279, Fort Bend County, Texas; said 3467 acres, more or less, being more particularly described as follows:
BEGINNING at the common north comer of Lots 3 and 4, Block 10 of the ALLISON - RICHEY GULF
COAST HOME CO=S PART OF SUBURBAN GARDENS, SEC.=S 3 & 4, T.C.R-R- SURVEY ANqZ) SEC. 82, H. T.
& B. R. R. CO. SURVEY & OBEDIAH PITTS SURVEY, a subdivision of record in Volume 2, Page 99 of the Plat
Records of Brazoria County, Texas (B.C.P.R.) also being on the common line of the aforementioned T.C.R-R. Co.
Survey, Section 4 and the Dupuy and Roberrs Survey;
THENCE, SOUTHERLY, 782 feet, more or less, along the common line of said Lots 3 and 4, to a point for
comer on the southerly right-of-way line of Farm to Market Road 2234, 160 feet wide;
THENCE, EASTERLY, 998 feet, more or less, along said southerly rift-of-way line and its easterly
extension, to a point for comer on the west line of the J. CrawIcy Sur'iey, Abstract 174, Brazoria County, Texas;
THENCE, SOUTHERLY, 3482 feet, more or less, along the west line of said J. Crawley Survey to a point for
comer on the centerline of Hughes Ranch Road, also being the southwest comer of said J. Crawley Survey:
THENCE, EASTERLY, 421 feet, more or less, along the southerl) line of said J. Crawley Sup'ey and along
said centerline of Hughes Ranch Road, to a point for comer on the centerline of State Highway 288;
06,;30/99
Page I of 3
3467 Acres
November 3, 1998
Job No. 1345-9803-100
THENCE, SOUrdE?d-',', 5326 fee:. more or less, along said centerline of State Highway 288 to a point for
comer cn the southerly line of Count).' Road 92, 40 foot wide, a dedicated road as shown on aforementioned
ALLISON-RICHEY GULF COAST HOME CO.=S PART OF SUBURBAN GARDENS;
THENCE, WESTERLY, 9448 feet, more or less, along the southerly line of said Count:..' Road 92, to a point
for comer on the west line of 2. Sc,.rementioned H. T. & B. R. R. Co. Survey, Section 80 and the east line the H. T. & B.
R. R. Co. Surve.~, Section 84 (R. B. Lyle). Abstract 538 in Brazoria Count:,.' and Abstract 767 in Fort Bend Count'5.':
THENCE, NORTHE?d-Y, 20 feet, more or less, along the common line of said H. T. & B. FL R. Co. Survey,
Section 80 and Section 84, to a point for comer, same being the common comer of said H. T. & B. R- R. Co. Survey,
Section 80 and Section 84 and aforementioned H. T. & B. R. tL Co. Sup,'ey, Section 82 and Section 83;
THENCE, WESTERLY, 5280 feet, more or less, along the common line of said H. T. & B. R. tL Co. Survey,
Section 83 and Section 84, to a point for comer on the east line of aforementioned Franklin Hooper Survey, same being
the common west comer of said H. T. & B. R_ tL Co. Survey, Section 83 and Section 84;
TENCE, SOUTHERLY, 158 feet, more or less, along the common line of said H. T. & B. tL R. Co. Surve,v,
Section 84 and the Franklin Hooper Survey, to a point for comer, same being the southeast comer of said Franklin
Hooper Survey and the northeast comer of the A.B. Langera'nan Survey, Abstract 555, Fort Bend County, Texas;
THENCE, EASTERLY, 2636 feet, more or less, along the common line of said Franklin Hooper Survey and
said A.B. Langerman Survey, to a point for comer on the easterly rift-of-way line of Farm to Market Road 521;
THENCE, NORTHEASTERLY, 9667 feet, more or less, along said easterly fight-of-way line, to a point for
comer on the centerline of Clear Creek;
THENCE, NORTHEASTERLY, 1327 feet, more or less, along the centerline of Clear Creek to a point for
comer on the aforementioned southerly right-of-way line of Farm to Market Road 2234;
THENCE, SOUTHEASTERLY, 15 19 feet, more or less, along said southerly right-of-way line to a point for
comer ~n the of Fort Bend a.'::2 Br~oria County line;
THENCE, NORTHEASTERLY, 577 feet, more or less. along said county. line, to a point for comer at the
corr_v. Dn comer of Brazoria, Fort Bend ar, d Harris Counties; 10
06..'30 99
Page 2 of 3
3467 Acres November 3, 1998 Job No. 1945-9803-100
TFZNCE, NORTHEASTEP-.LY, 2426 feet, more or less, along the of Braoria and Hawis County line, to a
poin: for comer in the aforemention centerline of Clear Creek;
THENCE, EASTERLY, 8250 feet, more or less, along the centerline meanders of Clear Creek to a point for
comer on t.ke northerly line of aforementioned Lot 3, Block 10 of said ALLISON-RICHEN GULF COAST HONfE
CO=S PART OF SUBURBAN GARDENS, same being on the aforementioned common sur~'ey line of the T. C. R. R.
Co. Survey, Section 4 and the Dupuy and Roberrs Survey;
THENCE, EASTERLY, 453 feet, more or less, along said north line of Lot 3, Block 10 and said common
survey line to the POINT OF BEGIN,.'NING and containing 3467 acres, more or less.
LJA Engineering & Surveying, Inc.
06 30 99
Page 3 of 3
11
•
EXHIBIT
TIRZ City T1cD0T Total
Items Project Costs(1) Non-Project Costs Non-Project Costs Costs
,INFRASTRUCTURE
Streets
.,.c^ent S 12.612,250 $ 5,575,652 $ 18,455.'00
Side«alks f 1,859,400 $ 1.859.450
Landsaspirg art Wmga0on S 9.675.350 3 9.675.350 '
End-/tionu,rnerts $ 735,320 $ 735,320
Water System $ 3.026.863 $ 3,226,563
Wastewater System $ 6.94264 S 3,502.000
f 10.440.964
1 Storm Sewer System $ 10,155.'76
f 10,195.776
Lakes&Channels
Improvements S 29.121.916
S 29.121,916
Land Cost $ 4,597,889
$ 4.597,889
Parks&Recreation
Improvements S 5,155,524
S 5,155,524
Land Cost S 2,383,545 $ 2.383,545
Major Improvements
Water Plants
Improvements $ 1,922,500 5 1,922,500
Land Cost S 20.000 5 20,000
W.W T.P S 340,000 S 20,200,000 $ 20.540,000
Lift SLation $ 300,000 $ 300,000
Traffic Signals S 600,000 $ 1,100,000 $ 1,700.000
McHard Rd Reimbursable's
Miscellaneous $ 150,000
$ 150.000
Signal $ 100,000 $ 100,000
FM 22234 Bridge Widening $ 148.500 5 148,500
SH 288 Access Road $ 1,000.000 $ 1,000,000 $ 2.000,000
EDA Water Line S 2,073,000 $ 2,073,000
Sewer Main Oversizing $ 269,400 S 269,400
Contingencies&Engineering
Contingenoes(10%) 5 8,181,116 S 3,480,535 $ 812,415 $ 12,474,066
Engineering(15%) 5 11274,211 $ 4,025,626 $ 1,340,485 $ 16,640,321
Subtotal $ 108267,923 35,471,061 10,277,050 f 154,016,034
ZONE ADMINISTRATION/CREATION
TIRZ Admnistration(13 yrs.) $ 466,000 (21 $ 466,000
Reimbursable T1RZ Creation Costs $ 900,000 $ 900,000
Subtotal $ 1,366,000 $ 1,366,000
TOTAL f 109,633,923 $ 35,471,061 $ 10,277,050 $ 155,382,034
CITY FACILITIES
Library
Improvements $ 2.395,000 $ 2,395.000
Land Cost $ 105,000 $ 105.000
Fire/Police Stabon
Improvements S 2255.000 S 2.255,000
Land Cost 5 245,000 5 245,000
Subtotal S 5,000,000 S 5,000,000
EDUCATIONAL FACILITIES
ALSO Elementary School S 41,600,000 r3 $ 41.600,000
ALSO Jr.High School S 21,450,000 l3 5 21 450,000
AISD FreshSoph Campus $ 34,050,000 (3. S 34,050,000
■BISC Elemen3y School S 11,000,000 5 11,000,000
FBISD Middle School 5 26.000.000 $ 25.000,000
Subtotal $ 134,100,000 f 134,100,000
GRAND TOTAL S 248,733,923 $ 35,471,061 $ 10,277,050 S 294,482,034
0-DS:ana/S.s p codeC by L'S E g,'•eerng&Sureytng.Inc
gu'es are subject to cast ad;us:,men!pe•me E'q,neenng he«n Fyn index over the 15 of the Zone
,2,7IR2 Adrrrn,strabon and C ea•Jon Costs are proleclee to be advance'b`t^e Deve,ope'a^c are suo!ect to re,^tou'sement out of the first bond
.slue 0,go,ng admen-,st2Son for re Zone(s projected to be an anr.al expense paid out of Ore TIRZ ncterre':rased on a budget prepared
by the Zc^r Board
(3'_and as:«4I be ind.,ded 0 the 25`.ALSO participation )