Ordinance No. 5,406El
L,-A
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AN ORDINANCE AUTHORIZING AND DIRECTING THE MAYOR T#
EXECUTE AND THE CITY CLERK TO ATTEST TO A TAX ABATEMENT
AGREEMENT WITH CHEVRON CHEMICAL COMPANY1 AND PROVIDING
FOR TIE EFFECTIVE DATE THEREOF.
BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BAYTOWN,
TEXAS:
Section 2: This ordinance shall take effect immediately
from and after its passage by the City Council of the City of
Baytown.
INTRODUCED, READ
City Council of the
December, 1989.
and PASSED by the affirmative vote of the
City of Baytown, this the 14th day of
MMETT C® HUTT6, Mayor
rAGMAW
EILEEN P. L® City Clerk
IrM)�NDDALL B. STRONG,'Xty Attorney
5918�
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CITY OF BAYTOWN
TAX ABATEMENT AGREEMENT FOR REAL PROPERTY
LOCATED IN THE CHEVRON REINVESTMENT ZONE
THE STATE OF TEXAS §
COUNTY OF HARRIS 5
This Tax Abatement Agreement (hereinafter referred to as the
"Agreement ") is made and entered into by and between the City of
Baytown ( "City ") and Chevron Chemical Company ( "Owner "), the
owner of taxable real property in Harris County, Texas, located
in the Chevron Reinvestment Zone ( "Reinvestment Zone "), which
also includes Baytown's Industrial District No. 2 ( "District ").
I. AUTHORIZATION
This Agreement is authorized by the Texas Property
Redevelopment and Tax Abatement Act, TEX.TAX CODE, Chapter 312,
and by Ordinance of the City Council of the City of Baytown. The
Reinvestment Zone has been created by prior order of the Harris
County Commissioners' Court.
II. DEFINITIONS
• As used in this Agreement, the following terms shall have
the meanings set forth below:
a. Certified Appraised Value means the January 1,
1989, appraised value of the property within the
Reinvestment Zone as certified by the Harris County
Appraisal District as of that date.
b. Improvements means the buildings or portions
thereof and other improvements, including fixed
machinery, equipment and process units, used for
commercial or industrial purposes that are erected
by the Owner on the property after January 1, 1989.
C. Construction phase means a material and substantial
improvement of the property which represents a
separate and distinct construction operation
undertaken for the purpose of erecting the
Improvements. The period of Construction Phase
ends when commercial production of "on-
specification" product is achieved at the facility,
d. Abatement means the full or partial exemption from
ad valorem taxes and Industrial District payments
of certain property in a reinvestment zone
designated for economic development purposes.
e. Eligible property means the buildings, structures,
fixed machinery, equipment and process units, site
improvements, and that office space and related
. fixed improvements necessary to the operation and
administration of the facility. New Eligible
Property means Eligible Property construction of
which commences subsequent to the date of execution
of this Agreement. A list of the New Eligible
Property is set forth in Owner's Application for
Tax Abatement in the City of Baytown, which is
• attached
hereof.
Eligible
orders
reasonab
use.
hereto as Exhibit "A" and made a part
During the Construction Phase of the New
Property, the Owner may make such change
to the New Eligible Property as are
ly necessary to accomplish its intended
f. Ineligible Property means land, inventories,
supplies, tools, furnishings and other forms of
movable personal property, vehicles, vessels,
aircraft, housing, hotel accommodations, deferred
maintenance investments, improvements for the
generation or transmission of electrical energy not
wholly consumed by a new facility or expansion, any
improvements including those to produce, store or
distribute natural gas, fluids or gases, which are
not integral to the operation of the facility, and
property that has an economic life of less than
• fifteen (15) years.
The Guidelines and Criteria for Granting Tax Abatement in a
Reinvestment Zone created in Baytown or its extraterritorial
jurisdiction, adopted by the Baytown City Council on December 14,
1989, are attached hereto as Exhibit "B" and made a part hereof.
All definitions set forth therein are applicable to this
Agreement.
III. SUBJECT PROPERTY
The Chevron Reinvestment Zone (the "Reinvestment Zone") is
an area within Harris County, Texas, and Baytown Industrial
District No. 2, generally described as 12.95 acres out of a 650
acre tract of land in the William Bloodgood League, Abstract 4,
and more fully described in Exhibit "C" attached hereto and made
a part hereof.
The Harris County Appraisal District has established the
following values for the subject property as of January 1, 1988:
Personal Property
Account No. 0314180 $ 16,077,250
Land
Account No. 040- 168 -000 -0129 $ 5,777,300
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• Improvements
Account No. 040 - 168 -000 -0129 $297,212,520
IV. VALUE AND TERM OF AGREEMENT
This abatement shall be effective with the January lst
valuation date immediately following the date of execution of
this Agreement. One hundred percent (100 %) of the value of New
Eligible Properties shall be abated for up to two (2) years
during the period of Construction Phase and for the next five (5)
full tax years thereafter. If the period of Construction Phase
exceeds two (2) years, the facility shall be considered completed
for purposes of abatement, and in no case shall the period of
abatement inclusive of construction and completion exceed seven
(7) years. This abatement shall also cover as New Eligible
Property those supplemental improvements to the New Eligible
Property that are added or constructed during the post -
construction five (5) year period of abatement. In no event,
however, shall the total abatement period for such improvements
exceed the seven (7) year abatement period for the entire project
as specified herein. At the end. of the abatement period, the New
Eligible Property shall be included in the fair market value of
Owner's total facility in calculating Owner's Industrial District
Payment.
• V. TAXABILITY
During the period that this abatement is effective, taxes
and industrial district payments shall be payable as follows:
(1) The value of Ineligible Property and existing
Eligible Property shall be subject to all taxes
and payments set forth in the Industrial District
Agreement between the City and Owner;
(2) The full value of New Eligible Property shall be
abated as set forth in Part IV herein.
VI. CONTEMPLATED IMPROVEMENTS
As set forth in the Application attached as Exhibit "A," the
Owner represents that it will build an expanded manufacturing
facility that it reasonably expects will cost $165,000,000, which
shall be used for commercial or industrial purposes ( "New
Facility "). During the Construction Phase, the Owner may make
such change orders to the project as are reasonably necessary.
It is
additional
expected to
employment
contemplated
construction
contemplated that this project will
employees to the plant site. The
solely or primarily have the effect
from one part of Baytown to another.
that this project will provide up to
jobs for 21 months.
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add at least 70
project is not
of transferring
It is further
a peak of 1200
• All improvements shall be completed in accordance with all
applicable laws, ordinances, rules or regulations.
The Owner further contemplates that construction of the
improvements will begin in April, 1989, with completion estimated
in January, 1991.
VII. EVENT OF DEFAULT
During the abatement period covered by this Agreement, the
City may declare a default hereunder by the Owner if the Owner
fails to commence construction of the New Facility described in
Part VI, above, and the Application attached hereto as Exhibit
"A" within two (2) years from March 7, 1989, fails to construct
the New Facility described in Part VI, above, or refuses or
neglects to comply with any of the terms of this Agreement, or if
any representation made by the Owner in this Agreement is false
or misleading in any material respect.
Should the City determine the Owner to be in default of this
Agreement, the City shall notify the Owner in writing prior to
the end of the abatement period, and if such default is not cured
within sixty (60) days from the date of such notice ( "Cure
Period "), then this Agreement may be terminated; provided,
however, that in the case of a default that for causes beyond
• Owner's reasonable control cannot with due diligence be cured
within such sixty--day period, the Cure Period shall be deemed
extended if Owner W shall immediately, upon the receipt of such
notice, advise the City of Owner's intention to institute all
steps necessary to cure such default and (ii) shall institute and
thereafter prosecute to completion with reasonable dispatch all
steps necessary to cure same.
In the event the Owner allows its ad valorem taxes owed the
City to become delinquent and fails to timely and properly follow
the legal procedures for their protest and /or contest, or if the
Owner violates any of the terms and conditions of this Agreement
and fails to cure during the Cure Period, this Agreement may then
be terminated and all taxes and industrial district payments
previously abated by virtue of this Agreement will be recaptured
and paid within sixty (60) days of the termination.
In the event the facility herein is completed and begins
producing product or service, but subsequently discontinues
producing product or service for any reason excepting fire,
explosion or other casualty, accident or natural disaster, for a
period of one year during the abatement period, then this
Agreement shall terminate. In the event of termination pursuant
to the provisions of this paragraph, the abatement of the taxes
and payments for the calendar year during which the facility no
longer produces shall terminate, but there shall be no recapture
of prior years' taxes and payments 'abated by virtue of this
Agreement. The taxes and payments otherwise abated for the
calendar year during which the facility no longer produces shall
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• be paid to the City prior to the delinquency date for such year;
provided, however, that in no event shall Owner be required to
pay such taxes and payments within less than sixty (60) days of
the termination.
VIII. ADMINISTRATION
This Agreement shall be administered on behalf of the City
by the City Manager pursuant to the direction of the City Council
of the City of Baytown. The Owner shall allow employees and /or
representatives of the City who have been designated by the City
Manager to have access to this Reinvestment Zone during the term
of this Agreement to inspect the facility to determine compliance
with the terms and conditions of this Agreement. All inspections
will be made only after the giving of twenty -four (24) hours
prior notice and will only be conducted in such manner as to not
unreasonably interfere with the construction and /or operation of
the facility. All inspections will be made with one or more
representatives of the owner and in accordance with Owner's
safety standards.
Upon completion of the contemplated construction, the City
Manager shall annually evaluate the facility to ensure compliance
with the terms and provisions of this Agreement and shall report
possible defaults to the City Council and the City Attorney.
• The Chief Appraiser of the Harris County Appraisal District
shall annually determine (i) the taxable value pursuant to the
terms of this abatement of the real and personal property
comprising this Reinvestment Zone and (ii) the full taxable value
without abatement of the real and personal property comprising
this Reinvestment Zone. The Chief Appraiser shall record both
the abated taxable value and the full taxable value in the
appraisal records. The full taxable value figure listed in the
appraisal records shall be used to compute the amount of abated
taxes and industrial district payments that are required to be
recaptured and paid in the event this Agreement is terminated in
a manner that results in recapture. Each year the owner shall
furnish the Chief Appraiser with such information outlined in
Chapter 22, TEX.TAX CODE, as may be necessary for the
administration of the abatement specified herein.
If the City terminates this Agreement, it shall provide
Owner written notice of such termination. If Owner believes that
such termination was improper, Owner may file suit in the Harris
County District Courts appealing such termination within sixty
(60) days after receipt from the City of written notice of the
termination. If an appeal suit is filed, Owner shall remit to
the City, within sixty (60) days after receipt of the notice of
termination, any additional and /or recaptured taxes or payments
as may be payable during the pendency of the litigation pursuant
to the payment provisions of TEX.TAX CODE § 42.08. If the final
determination of the appeal increases owner's liability above the
amount of tax and industrial district payments paid, Owner shall
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remit the additional tax and payments to the City pursuant to
TEX.TAX CODE 5 42.42. If the final determination of the appeal
decreases owner's liability, the City shall refund to Owner the
difference between the amount paid and the amount for which Owner
is liable pursuant to TEX.TAX CODE S 42.43.
IX. ASSIGNMENT
IDThe Owner may assign this Agreement to a new owner or lessee
of the facility with the written consent of the City Council of
the City of Baytown, which consent shall not be unreasonably
withheld. Any assignment shall provide that the assignee shall
irrevocably and unconditionally assume all the duties and
obligations of the assignor upon the same terms and conditions as
set out in this Agreement. Any assignment of this Agreement
shall be to an entity that contemplates the same improvements to
the property, except to the extent such improvements have been
completed. No assignment shall be approved if the Owner or the
assignee are indebted to the City for ad valorem taxes or other
obligations.
X. NOTICE
Any notice required to be given under the provisions of this
• Agreement shall be in writing and shall be duly served when it
shall have been deposited, enclosed in a wrapper with the proper
postage prepaid thereon, and duly registered or certified, return
receipt requested, in a United States Post Office, addressed to
the City or Owner at the following addresses. If mailed, any
notice or communication shall be deemed to be received three days
after the date of deposit in the United States Mail. Unless
otherwise provided in this Agreement, all notices shall be
delivered to the following addresses:
To the Owner:
To the City:
i
Chevron Chemical Company
P. 0. BOX 285
Houston, Texas 77001
Attention: W. M. McClendon
Property Tax Representative
City of Baytown
P. 0. Box 424
Baytown, Texas 77522
Attention: City Manager
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XI. DATE
This Agreement has been executed by the parties in multiple
originals, each having full force and effect.
ATTEST: OWNER: CHEVRON CHEMICAL COMPANY
By:
W. M. McCLENDON, Property Tax
Representative
ATTEST:
By:
G. T. SCOTT, Vice President
CITY OF BAYTOWN
By:_ P By:
EILEEN P HALL, City Clerk, METT 0. HUTTO, Mayor
S:5:35:1
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APPLICATION FOR TAX ABATEMENT IN HARRIS COUNTY
!'Exhibit
This AA"
This application should be filed at least 90 days prior to the beginning oi` cons&ction or the
installation of equipment. The filing of this document acknowledges familiarity and conformance
with Guidelines and Criteria for Granting Tax Abatement in a Reinvestment Zone Created in Harris
ty (attached). This application will become part of the agreement and any knowingly false
sentations will be grounds for Barris County to void the agreement. Original copy of this
request should be submitted to County Judge Jon Lindsay, Barris County Administration Building,
1001 Preston, Suite 911, Houston, Texas 77002.
R
Applicant Information Date —QL/M' /M-
MUST SUBMIT ANNUAL REPORT. See Instructions.
Company Name Chevron Chemical Company Number of Employes
.cress Olefins & Derivatives Division Annual Sales(period) 2 billion ( 1987 )
P. O. Box 285, Houston, TX Corporation(}{) Partnership( ) Proprietorship( }
Project Information
Type of Facility Manufacturing ({) Reg. Distribution Center ( ) Research Facility ( )
See Instructions. Regional Service ( ) Reg. Entertainment Center( ) Other Basic Industry( )
Location Address and Legal Description School District Cioosn Creek C1SD
0y vron Chemical Company -- Cedar Bayou Plant College District Lee Coll _ _
9500 ZH -10 Fast, Baytown, TX 77521 City or Town gaVtCwn Industrial. District
Attach map showing proposed site
Describe Product or Service to be provided.
Constriction of a new facility for manufacture of Linear Low - Density and high- Density
PoiyethylFxie- Plastic Resins.
Project Description:
Attach statement fully explaining project, describe existing site and improvements, describe all
psed improvements and provide list of improvements and equipment for which abatement is
r sted.
NEW PLANT ( ) EXPANSION (X) MODERNIZATION ( )
Economic Information
Construction Estimates
start Month /year 4 / 89 Construction Manyears 770
Completion Date 1 / 91 Peak Construction Jobs 1000 -1200
Permanent Employment Estimates (FTE's)
Current Plant Employment 738
Number of plant jobs retained ( ) or created (X)
at start/opening 70 in year 1990
5 yeaxs into operation 70 in year 1995
IF MODERNIZATION:
Estimated Economic Life
Of Existing Plant years
Added Economic Life from
Modernization years
Personal Improve -
Estimated Appraised value on Site ($ Million) Property ments Land
value January 1 preceding abatement agreement ................ lb 297 5.7
Est. value of abated properties after abatement expires...... q -1n 1 40 -1 5
Value-upon completion of project personal property and
project improvements not subject to abatement ............. -0-
VARIANCE
Is the applicant seeking avariance under Section 3(f) of the Guidelines? YES ( } NO (K)
"YES" attach required supplementary information.
ABATEMENTS. Has company made application for abatement of this project by another taxing
j diction or nearby counties? YES { ) NO ( } If "YES" provide dates of application, hearing
dates if held or scheduled, name of jurisdictions and contacts, and letters of intent.
OVER
ComPANY REPRESENTATIVE TO BE CONTACTED-
or: W. M. McClendon
Title: Property Tax Re
Address: P. 0. Box 285, Houston, ` X
77001
Signature of Company Official
W P TaY Rep.
Name and Title of Company Official
Telephone: ( / 13 ) /54-2321
0 INSTRUCTIONS
Applicants and projects must meet the requirements established by the Harris County
Guidelines and Criteria (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 eligibility.
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 statement showing when the company was established, business references (name, contact
and telephone number of principal bank, accountant and attorney) and may be required to
submit an audited financial statement and business plan.
PROTECT INFORMATION
Only facilities listed in Section 2(a) of the Guidelines may receive abatement without
�a
tying for a variance. Check guideline definitions in Section 1 to see if project
lifies. If project is a Regional Entertainment Facility, Regional Service Facility
Regional Distribution Center Facility or Other Basic Industry, the application should include
market studies, business plans, agreements or other materials demonstrating that the facility
is intended to serve a market the majority of which is outside of the Harris County 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 contractors required for operation.
Estimated Appraised Value on Site - The value January 1 preceding abatement should be the
value established by the Harris 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 account, please so state. To qualify, the abated properties must be expected to
result in an addition to the tax base of at least five million dollars after the period of
abatement expires. Projections of value should be a "best 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 i
administration, housing, etc.
DO NOT WRITE IN THIS AREA --- FOR PROCESSING PURPOSES ONLY
1.
EDC contact
Z.
Precinct
3.
Jurisdictions notified
.
Initial review completed
Review circulated
ISD concurrence?
7.
College concurrence?
e.
City concurrence?
9.
Letter of Intent
10. Hearing noticed on agenda
11. Public hearing
12. ISD action
13. College action
14. City action
15. Agreement signed
i
DESCRIPTION OF PROTECT
This project includes construction of a new unit to be added to
. Chevron Chemical Company's existing Cedar Bayou Chemical Complex.
The existing Cedar Bayou Complex consists of facilities for
manufacture of the following petrochemicals and plastics products:
Ethylene
Propylene
Polyethylene
Mixed Butenes
Mixed Pentenes
Normal Alpha Olefins
Polyalphaolefins
Acetylene Black
The new unit will produce two types of plastic resins currently not
made at Cedar Bayou, i.e., Linear Low Density Polyethylene and High
Density Polyethylene.
• Total production capacity of the new unit will be approximately 440
million pounds per year. The project will include two parallel
reactor lines with associated auxiliary and product finishing
equipment. Scope of the project includes a complete plant from raw
material receipt through catalyst manufacture, reaction, finishing,
storage, and railcar loading.
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