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Contract 42526 (2)
; TY SECRETARY A.. CONTRACT NO. Li L TAX ABATEMENT AGREEMENT FOR PROPERTY LOCATED IN A NEIGHBORHO D EMPOWERMENT ZONE 4840 Bryant Irvin Court This TAX ABATEMENT AGREEMENT ("Agreement") is entered into by and between the CITY OF FORT WORTH, TEXAS (the "City"), a home rule municipal corporation organized under the laws of the State of Texas and acting by and through T.M. Higgins, its duly authorized interim City Manager, and Aubrey E. Morris, III and Laura F. Morris, ("Owner") of property located at 4840 Bryant Irvin Court, Lot 11-R2, Ridglea Park Addition, an Addition to the City of Fort Worth, Tarrant County, Texas, according to the Plat recorded in Volume 388-178, page 56, of the Deed Records of Tarrant County, Texas. • The City Council of the City of Fort Worth ("City Council") hereby finds and the City and Owner hereby agree that the following statements are true and correct and constitute the basis upon which the City and Owner have entered into this Agreement: A. Chapter 378 of the Texas Local Government Code allows a municipality to create a neighborhood empowerment zone if the municipality determines that the creation of the zone would promote: (1) the creation of affordable housing, including manufactured housing in the zone; (2) an increase in economic development in the zone; (3) an increase in the quality of social services, education, or public safety provided to residents of the zone; or (4) the rehabilitation of affordable housing in the zone. B. Chapter 378 of the Texas Local Government Code provides that a municipality that creates a neighborhood empowerment zone may enter into agreements abating municipal property taxes on property in the zone. C. On July 31, 2001, the City Council adopted basic incentives for property owners who own property located in a Neighborhood Empowerment Zone, stating that the City elects to be eligible to participate in tax abatement and including guidelines and criteria governing tax abatement agreements entered into between the City and various third parties, titled "Neighborhood Empowerment Zone "NEZ Basic Incentives" ("NEZ Incentives"), these were readopted on May 17, 2011 (Resolution No. 3986). The May 17, 2011 NEZ Incentives are attached hereto as Exhibit "1" hereby made a part of the Agreement for all purposes. D. The NEZ Incentives contains appropriate guidelines and criteria governing tax abatement agreements to be entered into by the City as contemplated by Chapter 312 of the Texas Tax rodeac amenrlerl (the 66(''ndP") L 1 �, \A.V L.{.111 �/11"V Vf <J V %S / ofFIciaL RECORD WY SECRETARY 51'5 WORTH, TX 1 1 - 0 4 -11 P1 E. On April 2, 2002, the City Council adopted Ordinance No. 15061 ("Ordinance") establishing the Ridglea/Como area as "Neighborhood Empowerment Reinvestment Zone No. 2," City of Fort Worth, Texas ("Zone"). This reinvestment zone was renewed on March 27, 2007 by the City Council and the adopted Ordinance No. 17461. F. Owner owns certain real property located entirely within the Zone and that is more particularly described in Exhibit "2", attached hereto and hereby made a part of this Agreement for all purposes (the "Premises"). G. Owner or its assigns plan to construct a dental/deiuuatology office, more particularly described in Section 1.1 of this Agreement, on the Premises (the "Project"). H. On August 2, 2011 Owner submitted an application for tax abatement to the City concerning the Premises (the "Application"), attached hereto as Exhibit "3' and hereby made a part of this Agreement for all purposes. I The contemplated use of the Premises, the Required Improvements, as defined in Section 1.1, and the terms of this Agreement are consistent with encouraging development of the Zone in accordance with the purposes for its creation and are in compliance with the NEZ Incentives, the Ordinance and other applicable laws, ordinances, rules and regulations. J. The teinis of this Agreement, and the Premises and Required Improvements, satisfy the eligibility criteria of the NEZ Incentives. K. Written notice that the City intends to enter into this Agreement along with a copy of this Agreement, has been furnished in the manner prescribed by the Code to the presiding officers of the governing bodies of each of the taxing units in which the Premises is located. NOW, THEREFORE, the City and Owner, for and in consideration of the teuuis and conditions set forth herein, do hereby contract, covenant and agree as follows: 1. OWNER'S COVENANTS. 1.1. Real Property Improvements. Owner shall construct, or cause to be constructed, on and within the Premises certain improvements consisting of a dental/dermatology office of at least 5,000 square feet in size, and having a construction cost upon completion of $1 001,000.00 including site development costs but such minimum construction costs shall be reduced by any construction cost saving (collectively, the `Required Improvements"). The type, preliminary site plan, and conceptual elevation of the Required Improvements are described in Exhibit "4". Tarrant Appraisal District must appraise the property (improvements and land) within 10% of $1,001,000.00. Owner shall provide a copy of the final construction invoices, and final site plan to City once it is approved by the Department of Development and the parties agree that such final site plan; construction invoices shall be a part of this Agreement and shall be labeled Exhibit "5" The final site plan shall be in substantially the same form as the preliminary site plan. Minor variations, and more substantial variations if approved in writing by both of the parties to this Agreement, in the Required Improvements from the description provided in the Application for Tax Abatement shall not constitute an Event of Default as defined in Section 4.1, provided that the conditions in the first sentence of this Section 1.1 are met and the Required Improvements are used for the purposes and in the manner described in Exhibit "4". 1.2. Completion Date of Required Improvements. Owner covenants to complete construction of all of the Required Improvements by October 4, 2013 (the ` Completion Deadline"). The Required Improvements shall be deemed complete upon the issuance of a final certificate of occupancy for the Required Improvements by the Planning and Development Department. Provided however, if the Owner fails to complete construction of the Required Improvements by the Completion Deadline or fails to expend at least One Million One Thousand Dollars ($1,001,000.00) in Construction Costs for the Required Improvements by the Completion Deadline as provided in Section 1.1 of this agreement; the City shall have the right to terminate this Agreement by providing written notice to the Owner without further obligation to the Owner hereafter. 1.3. Use of Premises. Owner covenants that the Required Improvements shall be constructed and the Premises shall be continuously used as a dental/dermatology office and in accordance with the description of the Project set forth in the Exhibit "4". In addition, Owner covenants that throughout the Term, the Required Improvements shall be operated and maintained for the purposes set forth in this Agreement and in a manner that is consistent with the general purposes of encouraging development or redevelopment of the Zone. 2. ABATEMENT AMOUNTS, TERMS AND CONDITIONS. Subject to and in accordance with this Agreement, the City hereby grants to Owner real property tax abatement on the Premises, the Required Improvements, as specifically provided in this Section 2 ("Abatement"). Abatement of real property taxes only includes City of Fort Worth -imposed taxes and not taxes from other taxing entities. 2.1. Amount of Abatement. The actual amount of the Abatement granted under this Agreement shall be based upon the increase in value of the Premises and the Required Improvements over their values on January 1, 2011, and this amount is $141,500 the year in which this Agreement was entered into: One Hundred percent (1 00%) of the increase in value from the construction of the Required Improvements. If the square footage requirement and the appraised value of the Required Improvements are less than as provided in Section 1.1 of this Agreement, except that such minimum construction costs shall be reduced by construction cost savings, Owner shall not be eligible to receive any Abatement under this Agreement. 2.2. Increase in Value. The abatement shall apply only to taxes on the increase in value of the Premises due to construction of the Required Improvements and shall not apply to taxes on the land. 2.3. Abatement Limitation. Notwithstanding anything that may be interpreted to the contrary in this Agreement, Owner's Abatement in any given year shall be based on the increase in value of the Premises over its value on January 1, 2011, including the Required Improvements, up to a maximum of $750,750.00. In other words, by way of example only, if the increase in value of the Premises over its value on January 1, 2011, including the Required Improvements, in a given year is $1,001,000.00, Owner's Abatement for that tax year shall be capped and calculated as if the appraised value of the Premises for that year had only been $750,750.00. 2.4. Protests Over Appraisals or Assessments. Owner shall have the right to protest and contest any or all appraisals or assessments of the Premises and/or improvements thereon. 2.5. Term. The term of the Abatement (the "Term") shall begin on January 1 of the year following the calendar year in which a final certificate of occupancy is issued for the Required Improvements ("Beginning Date") and, unless sooner terminated as herein provided, shall end on December 31 immediately preceding the fifth (5th) anniversary of the Beginning Date. 2.6. Abatement Application Fee. The City acknowledges receipt from Owner of the required Abatement application fee of one half of one percent (.5%) of Project's estimated cost, not to exceed $2,000. The application fee shall not be credited or refunded to any party for any reason. 3. RECORDS, AUDITS AND EVALUATION OF PROJECT. 3.1. Insnection of Premises. Between the execution date of this Agreement and the last day of the Term and for five (5) years after termination ("Compliance Auditing Term' ), at any time during normal office hours throughout the Term and the year following the Term and following reasonable notice to Owner, the City shall have and Owner shall provide access to the Premises in order for the City to inspect the Premises and evaluate the Required Improvements to ensure compliance with the teens and conditions of this Agreement. Owner shall cooperate fully with the City during any such inspection and/or evaluation. 3.2. Audits. The City shall have the right to audit at the City's expense the financial and business records of Owner that relate to the Project and Abatement terms and conditions (collectively, the "Records') at any time during the Compliance Auditing Tenn in order to determine compliance with this Agreement and to calculate the correct percentage of Abatement available to Owner. Owner shall make all applicable Records available to the City on the Premises or at another location in the City following reasonable advance notice by the City and shall otherwise cooperate fully with the City during any audit. 3.3. Provision of Information. On or before March 1 following the end of every year during the Compliance Auditing Tenn and if requested by the City, Owner shall provide information and documentation for the previous year that addresses Owner s compliance with each of the terms and conditions of this Agreement for that calendar year. This information shall include, but not be limited to, the number and dollar amounts of all construction contracts and subcontracts awarded on the Project. Failure to provide all information within the control of Owner required by this Section 3.3 shall constitute an Event of Default, as defined in Section 4.1. 3.4. Determination of Compliance. On or before August 1 of each year during the Compliance Auditing Term, the City shall make a decision and rule on the actual annual percentage of Abatement available to Owner for the following year of the Tenn and shall notify Owner of such decision and ruling. The actual percentage of the Abatement granted for a given year of the Term is therefore based upon Owner's compliance with the terms and conditions of this Agreement during the previous year of the Compliance Auditing Term. 4. EVENTS OF DEFAULT. refined. Unless otherwise specified herein, Owner shall be in default of this Agreement if (i) Owner fails to construct the Required Improvements as defined in Section 1.1.; (ii) ad valorem real property taxes with respect to the Premises or the Project, or its ad valorem taxes with respect to the tangible personal property located on the Premises, become delinquent and Owner does not timely and properly follow the legal procedures for protest and/or contest of any such ad valorem real property or tangible personal property taxes or (iii) OWNER DOES NOT COMPLY WITH CHAPTER 7 AND APPENDIX B OF THE CODE OF ORDINANCE OF THE CITY OF FORT WORTH (collectively, each an "Event of Default"). 4.2. Notice to Cure. Subject to Section 5, if the City determines that an Event of Default has occurred, the City shall provide a written notice to Owner that describes the nature of the Event of Default. Owner shall have sixty (60) calendar days from the date of receipt of this written notice to fully cure or have cured the Event of Default If Owner reasonably believes that Owner will require additional time to cure the Event of Default, Owner shall promptly notify the City in writing, in which case (i) after advising the City Council in an open meeting of Owner's efforts and intent to cure, Owner shall have one hundred twenty (120) calendar days from the original date of receipt of the written notice, or (ii) if Owner reasonably believes tnat Owner will require more than one hundred twenty (120) days to cure the Event of Default, after advising the City Council in an open meeting of Owner's efforts and intent to cure, such additional time, if any, as may be offered by the City Council in its sole discretion. 4.3. Termination for Event of Default and Payment of Liquidated Damages. If an Event of Default which is defined in Section 4.1, has not been cured within the time frame specifically allowed under Section 4.2 the City shall have the right to terminate this Agreement immediately. Owner acknowledges and agrees that an uncured Event of Default will (i) harm the City's economic development and redevelopment efforts on the Premises and in the vicinity of the Premises; (ii) require unplanned and expensive additional administrative oversight and involvement by the City; and (iii) otherwise harm the City, and Owner agrees that the amounts of actual damages there from are speculative in nature and will be difficult or impossible to ascertain. Therefore upon termination of this Agreement for any Event of Default, Owner shall not be eligible for the Abatement for the remaining Term and Owner shall pay the City, as liquidated damages, all taxes that were abated in accordance with this Agreement for each year when an Event of Default existed and which otherwise would have been paid to the City in the absence of this Agreement. The City and Owner agree that this amount is a reasonable approximation of actual damages that the City will incur as a result of an uncured Event of Default and that this Section 4.3 is intended to provide the City with compensation for actual damages and is not a penalty. This amount may be recovered by the City through adjustments made to Owner's ad valorem property tax appraisal by the appraisal district that has jurisdiction over the Premises Otherwise, this amount shall be due, owing and paid to the City within sixty (60) days following the effective date of termination of this Agreement. In the event that all or any portion of this amount is not paid to the City within sixty (60) days following the effective date of termination of this Agreement, Owner shall also be liable for all penalties and interest on any outstanding amount at the statutory rate for delinquent taxes, as determined by the Code at the time of the payment of such penalties and interest. 4.4. Termination at Will. If the City and Owner mutually determine that the development or use of the Premises or the anticipated Required Improvements are no longer appropriate or feasible, or that a higher or better use is preferable, the City and Owner may terminate this Agreement in a written foiivat that is signed by both parties. In this event, (i) if the Term has commenced, the Term shall expire as of the effective date of the termination of this Agreement; (ii) there shall be no recapture of any taxes previously abated; and (iii) neither party shall have any further rights or obligations hereunder. 4.5. Sexually oriented Business & Liquor Stores or Package Stores. a. Owner understands and agrees the City has the right to terminate this agreement if the Project contains or will contain a sexually oriented business. b. Owner understands and agrees that the City has the right to terminate this agreement as determined in City s sole discretion if the Project contains or will contain a liquor store or package store. 5. EFFECT OF SALE OF PREMISES. Any attempted assignment without the City Council's prior written consent shall constitute grounds for termination of this Agreement and the Abatement granted hereunder following ten (10) calendar days of receipt of written notice from the City to Owner. 6. NOTICES. All written notices called for or required by this Agreement shall be addressed to the following, or such other party or address as either party designates in writing, by certified mail, postage prepaid, or by hand delivery' City: City of Fort Worth Attn: City Manager 1000 Throckmorton Street Fort Worth, TX 76102 and Housing & Economic Development Department Attn: Jay Chapa, Director 1000 Throckmorton Street Fort Worth, TX 76102 Owner: Aubrey E Morris, III and Laura F. Morris 3601 Hulen Street Suite 101 Fort Worth, TX 76107 7. MISCELLANEOUS. 7.1. Bonds. The Required improvements will not be financed by tax increment bonds. This Agreement is subject to rights of holders of outstanding bonds of the City. 7.2. Conflicts of Interest. Neither the Premises nor any of the Required Improvements covered by this Agreement are owned or leased by any member of the City Council, any member of the City Planning or Zoning Commission or any member of the governing body of any taxing units in the Zone. 7.3. Conflicts Between Documents. In the event of any conflict between the City's zoning ordinances, or other City ordinances or regulations, and this Agreement, such ordinances or regulations shall control In the event of any conflict between the body of this Agreement and Exhibit "3' , the body of this Agreement shall control As of October 4, 2011, the City is unaware of any conflicts between this Agreement and the City's zoning ordinance or other ordinances or regulations. 7.4. Future Application. A portion or all of the Premises and/or Required Improvements may be eligible for complete or partial exemption from ad valorem taxes as a result of existing law or future legislation. This Agreement shall not be construed as evidence that such exemptions do not apply to the Premises and/or Required Improvements 7.5. City Council Authorization. This Agreement was authorized by the City Council through approval Mayor and Council Communication No. C-25212 on October 4, 2011 which among other things, authorized the City Manager to execute this Agreement on behalf of the City. 7.6. Estoppel Certificate. Any party hereto may request an estoppel certificate from another party hereto so long as the certificate is requested in connection with a bona fide business purpose. The certificate, which if requested will be addressed to the Owner, shall include, but not necessarily be limited to, statements that this Agreement is in full force and effect without default (or if an Event of Default exists, the nature of the Event of Default and curative action taken and/or necessary to effect a cure), the remaining term of this Agreement, the levels and remaining term of the Abatement in effect, and such other matters reasonably requested by the party or parties to receive the certificates. 7.7. Owner Standing. Owner shall be deemed a proper and necessary party in any litigation questioning or challenging the validity of this Agreement or any of the underlying laws, ordinances, resolutions, or City Council actions authorizing this Agreement and Owner shall be entitled to intervene in any such litigation. 7.8. Venue and Jurisdiction. This Agreement shall be construed in accordance with the laws of the State of Texas and applicable ordinances rules, regulations, or policies of the City. Venue for any action under this Agreement shall lie in the State District Court of Tarrant County, Texas This Agreement is performable in Tarrant County, Texas. 7.9. Severability. If any provision of this Agreement is held to be invalid, illegal, or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected or impaired. 7.10. Headings Not Controlling. Headings and titles used in this Agreement are for reference purposes only and shall not be deemed a part of this Agreement. 7.11. Entirety of Agreement. This Agreement, including any exhibits attached hereto and any documents incorporated herein by reference, contains the entire understanding and agreement between the City and Owner, their assigns and successors in interest, as to the matters contained herein. Any prior or contemporaneous oral or written agreement is hereby declared null and void to the extent in conflict with any provision of this Agreement. This Agreement shall not be amended unless executed in writing by both parties and approved by the City Council. This Agreement may be executed in multiple counterparts, each of which shall be considered an original, but all of which shall constitute one instrument. EXECUTED this V� fd day of /(la venlLhtt Texas. EXECUTED this EXECUTED thi day of kdratilf/1/ day of Sabi CITY OF FORT WORTH: By: G?��z.�.s46Cits—• Fernando Costa Assistant City Manager City Secretary , Ma APPROVED AS TO FORM AND LEGALITY: By:r\i E.ku)v� 10110( `' Melinda Ramos Assistant City Attorney M & C: C-25212 \O" \\ , 2011, by the City of Fort Worth, , 2011, by Aubrey E. Morris III. , 2011, by Laura F. Morris. By: alytecteM Aubrey Owner B O. Ul 2 y �_ )T Laura F. Morris Owner 4,c)ivantiettri1/4 tit .cPto000000 a °O % o 07) odd it0 o 0 orris III 0 ,d s )14100000000°4144)01.9 el OFH ?*, t, RECORD CITY SECRETARY FT. WORTH, TX STATE OF TEXAS § COUNTY OF TARRANT § BEFORE ME, the undersigned authority, on this day personally appeared Fernando Costa, Assistant City Manager of the CITY OF FORT WORTH, a municipal corporation, known to me to be the person and officer whose name is subscribed to the foregoing instrument, and acknowledged to me that the same was the act of the said CITY OF FORT WORTH, TEXAS, a municipal corporation, that he was duly authorized to perform the same by appropriate resolution of the City Council of the City of Fort Worth and that he executed the same as the act of the said City for the purposes and consideration therein expressed and in the capacity therein stated. GIVEN UNDER MY HAND AND SEAL OF OFFICE this eQ . ,2011. v��V 4�ZLO� otary Public in and for State of T exa A A lit E Zsc Notary's Printed Name • b EVONIA DANIELS MY COMMISSION EXPIRES July 10, 2013 • Ito t! F r; .1_ ce .1; ri 3 \k, day of : WORTH, TX STATE OF TEXAS § COUNTY OF TARRANT § BEFORE ME, the undersigned authority, on this day personally appeared Aubrey E Morris, III known to me to be the person whose name is subscribed to the foregoing instrument, and acknowledged to me that he executed the same for the purposes and consideration therein expressed, and in the capacity therein stated. G VEN UNDER MY HAND AND SEAL OF OFFICE this thday of , 2011. Notary Pub The State o in and for exas ICY NotaryjPrinted Name STATE OF TEXAS § COUNTY OF TARRANT § KATHY DAVENPORT MY COMMISSION EXPIRES August 25, 2015 w tirc BEFORE ME, the undersigned authority, on this day personally appeared Laura F. Morris, known to me to be the person whose name is subscribed to the foregoing instrument, and acknowledged to me that he executed the same for the purposes and consideration therein expressed, and in the capacity therein stated. GIVEN UNDER MY HAND AND SEAL OF OFFICE this day of , 2011. Notary Pu The State -„ II •i F• IG0W .111 KATHY DAVENPORT MY COMMISSION EXPIRES August 25, 2015 Exhibit 1: NEZ Incentives Exhibit 2: Property Description Exhibit 3: Application' (NEZ) Incentives and Tax Abatement Exhibit 4: Project description including kind, number, and location of the proposed improvements. Exhibit 5: Final Construction Invoices, Independent Appraisal and Final Site Plan Exhibit 1 Neighborhood Empowerment Zone Incentives Exhibit 1 CITY OF FORT WORTH NEIGHBORHOOD EMPOWERMENT ZONE (NEZ) TAX ABATEMENT POLICY AND BASIC INCENTIVES I. GENERAL PURPOSE AND OBJECTIVES Chapter 378 of the Texas Local Government Code allows a municipality to create a Neighborhood Empowerment Zone (NEZ) when a "...municipality determines that the creation of the zone would promote@ (1) the creation of affordable housing, including manufactured housing, in the zone; (2) an increase in economic development in the zone; (3) an increase in the quality of social services, education, or public safety provided to residents of the zone@ or (4) the rehabilitation of affordable housing in the zone." The City, by adopting the following NEZ Tax Abatement Policy and Basic Incentives, will promote affordable housing and economic development in Neighborhood Empowerment Zones. NEZ incentives will not be granted after the NEZ expires as defined in the resolution designating the NEZ. For each NEZ, the City Council may approve additional terms and incentives as permitted by Chapter 378 of the Texas Local Government Code or by City Council resolution However, any tax abatement awarded before the expiration of a NEZ shall carry its full term according to its tax abatement agreement approved by the City Council. As mandated by state law, the property tax abatement under this policy applies to the owners of real property Nothing in the policy shall be construed as an obligation by the City of Fort Worth to approve any tax abatement application. I1. DEFINITIONS "Abatement or Tax Abatement" means a full or partial exemption from City of Fort Worth ad valorem taxes on eligible real and personal property located in a NEZ for a specified period on the difference between (i) the amount of increase in the appraised value (as reflected on the certified tax roll of the appropriate county appraisal district) resulting from improvements begun after the execution of a written Tax Abatement Agreement and (ii) the appraised value of such real estate prior to execution of a written Tax Abatement Agreement (as reflected on the most recent certified tax roll of the appropriate county appraisal district for the year prior to the date on which the Tax Abatement Agreement was executed). "Affordable Units" means affordable to persons earning less than 80% Area Median Family Income (AMFI) as defined by U.S Department of Housing and Urban Development (HUD) for single family housing and under 60% AMFI as defined by HUD for rental and multi -family. "Base Value" is the value of the property excluding land, as determined by the Tarrant County Appraisal District during the year rehabilitation occurs. 'Building Standards Commission" is the commission created under Sec. 7-77, Article IV. Minimum Building Standards Code of the Fort Worth City Code. Adopted December 7, 2010 1 "Capital Investment" includes only real property improvements such as new facilities and structures, site improvements, facility expansion, and facility modernization. Capital Investment does NOT include land acquisition costs and/or any existing improvements, or personal property (such as machinery, equipment, and/or supplies and inventory). "City of Fort Worth Tax Abatement Policy Statement" means the policy adopted by City Council. "Commercial/Industrial Development Project" is a development project which proposes to construct or rehabilitate commercial/industrial facilities on property that is (or meets the requirements to be) zoned commercial, industrial or mixed use as defined by the City of Fort Worth Zoning Ordinance. "Community Facility Development Project" is a development project which proposes to construct or rehabilitate community facilities on property that allows such use as defined by the City of Fort Worth Zoning Ordinance. "Eligible Rehabilitation" includes only physical improvements to real property. Eligible Rehabilitation does NOT include personal property (such as furniture, appliances, equipment, and/or supplies). `Gross Floor Area" is measured by taking the outside dimensions of the building at each floor level, except that portion of the basement used only for utilities or storage, and any areas within the building used for off-street parking. "Minimum Building Standards Code" is Article IV of the Fort Worth City Code adopted pursuant to Texas Local Government Code, Chapters 54 and 214 "Minority Business Enterprise (MBE)" and "Women Business Enterprise (WBE)" is a minority or woman owned business that has received certification as either a certified MBE or certified WBE by either the North Texas Regional Certification Agency (NTRCA) or the Texas Department of Transportation (TxDot) Highway Division. "Mixed -Use Development Project" is a development project which proposes to construct or rehabilitate mixed -use facilities in which residential uses constitute 20 percent or more of the total gross floor area, and office, eating and entertainment, and/or retail sales and service uses constitute 10 percent or more of the total gross floor area and is on property that is (or meets the requirements to be) zoned mixed -use as described by the City of Fort Worth Zoning Ordinance. "Multi -family Development Project" is a development project which proposes to construct or rehabilitate multi -family residential living units on property that is (or meets the requirements to be) zoned multi -family or mixed use as defined by the City of Fort Worth Zoning Ordinance. "New Construction" is a newly constructed improvement requiring a permanent foundation. This excludes accessory structures such as sheds and incidental out buildings. "Primary Residence" is the residence that has a Homestead Exemption on file with Tarrant County Appraisal D►strict. Adopted December 7, 2010 2 "Project" means a "Residential Project", "Commercial/Industnal Development Project", "Community Facility Development Project'; "Mixed -Use Development Project", or a "Multi -family Development Project." "Reinvestment Zone" is an area designated as such by the City of Fort Worth in accordance with the Property Redevelopment and Tax Abatement Act codified in Chapter 312 of the Texas Tax Code, or an area designated as an enterprise zone pursuant to the Texas Enterprise Zone Act, codified in Chapter 2303 of the Texas Govemment Code. III. MUNICIPAL PROPERTY TAX ABATEMENTS A. RESIDENTIAL PROPERTIES LOCATED IN A NEZ- FULL ABATEMENT FOR 5 YEARS 1. For residential property purchased before NEZ designation, a homeowner shall be eligible to apply for a tax abatement by meeting the following: a. Property is owner -occupied and the primary residence of the homeowner prior to the final NEZ designation. Homeowner shall provide proof of ownership by a warranty deed, affidavit of heirship, or a probated will, and shall show proof of primary residence by homestead exemption; and b. Property is rehabilitated after NEZ designation and City Council approval of the tax abatement; c. Homeowner must perform Eligible Rehabilitation on the property after NEZ designation equal to or in excess of 30% of the Base Value of the property; and d. Property is not in a tax -delinquent status when the abatement application is submitted. 2. For residential property purchased after NEZ designation, a homeowner shall be eligible to apply for a tax abatement by meeting the following: a Property is constructed or rehabilitated after NEZ designation and City Council approval of the tax abatement; b. Property is owner -occupied and is the primary residence of the homeowner. Homeowner shall provide proof of ownership by a warranty deed affidavit of heirship, or a probated will, and shall show proof of primary residence by homestead exemption; c. For rehabilitated property, Eligible Rehabilitation costs on the property shall be equal to or in excess of 30% of the Base Value of the property. The seller or owner shall provide the City information to support rehabilitation costs* d. Property is not in a tax -delinquent status when the abatement application is submitted; and e. Property is in conformance with the City of Fort Worth Zoning Ordinance. 3. For investor owned single family property, an investor shall be eligible to apply for a tax abatement by meeting the following: a. Property is constructed or rehabilitated after NEZ designation and City Council approval of the tax abatement; b. For rehabilitated property, Eligible Rehabilitation costs on the property shall be equal to or in excess of 30% of the Base Value of the property; Adopted December 7, 2010 3 c. Property is not in a tax -delinquent status when the abatement application is submitted; and d. Property is in conformance with the City of Fort Worth Zoning Ordinance. B. MULTI -FAMILY DEVELOPMENT PROJECTS LOCATED IN A NEZ 1. 100% Abatement for 5 years. If an applicant applies for a tax abatement agreement with a term of five years or less. this section shall apply. Abatements for multi -family development projects for up to 5 years are subject to City Council approval. The applicant may apply with the Housing and Economic Development Department for such abatement. In order to be eligible for a property tax abatement upon completion, a newly constructed or rehabilitated multi -family development project in a NEZ must satisfy the following: At least twenty percent (20%) of the total units constructed or rehabilitated shall be affordable (as defined by the U. S. Department of Housing and Urban Development) to persons with incomes at or below eighty percent (80%) of area median income based on family size and such units shall be set aside for persons at or below 80% of the median income as defined by the U S. Department of Housing and Urban Development. City Council may waive or reduce the 20% affordability requirement on a case -by -case basis; and (a) For a multi -family development project constructed after NEZ designation, the project must provide at least five (5) residential living units OR have a minimum Capital Investment of $200,000; or (b) For a rehabilitation project, the property must be rehabilitated after NEZ designation. Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property Such Eligible Rehabilitation costs must come from the rehabilitation of at least five (5) residential living units or a minimum Capital Investment of $200 000. - 2. 1 %-100% Abatement of Citv Ad Valorem taxes up to 10 years If an applicant applies for a tax abatement agreement with a term of more than five years. this section shall apply. Abatements for multi -family development projects for up to 10 years are subject to City Council approval. The applicant may apply with the Housing and Economic Development Department for such abatement. Adopted December 7, 2010 4 Years 1 through 5 of the Tax Abatement Aareement Multi -family projects shall be eligible for 100% abatement of City ad valorem taxes for years one through five of the Tax Abatement Agreement upon the satisfaction of the following: At least twenty percent (20%) of the total units constructed or rehabilitated shall be affordable (as defined by the U. S. Department of Housing and Urban Development) to persons with incomes at or below eighty percent (80%) of area median income based on family size and such units shall be set aside for persons at or below 80% of the median income as defined by the U S. Department of Housing and Urban Development City Council may waive or reduce the 20% affordability requirement on a case -by -case basis; and a. For a multi -family development project constructed after NEZ designation, the project must provide at least five (5) residential living units OR have a minimum Capital Investment of $200,000; or b. For a rehabilitation project, the property must be rehabilitated after NEZ designation Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property. Such Eligible Rehabilitation costs must come from the rehabilitation of at least five (5) residential living units or a minimum Capital Investment of $200 000. Years 6 through 10 of the Tax Abatement Aareement Multi -family projects shall be eligible for a 1 %-100% abatement of City ad valorem taxes for years six through ten of the Tax Abatement Agreement upon the satisfaction of the following: a. At least twenty percent (20%) of the total units constructed or rehabilitated shall be affordable (as defined by the U. S. Department of Housing and Urban Development) to persons with incomes at or below eighty percent (80%) of area median income based on family size and such units shall be set aside for persons at or below 80% of the median income as defined by the U S. Department of Housing and Urban Development. City Council may waive or reduce the 20% affordability requirement on a case -by -case basis; and 1. For a multi -family development project constructed after NEZ designation, the project must provide at least five (5) residential living units OR have a minimum Capital Investment of $200,000; or 2. For a rehabilitation project, the property must be rehabilitated after NEZ designation Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property. Such Eligible Rehabilitation costs must come from the rehabilitation of at least five (5) residential living units or a minimum Capital Investment of $200,000. b. Any other terms as City Council of the City of Fort Worth deems appropriate, including, but not limited to: 1. utilization of Fort Worth companies for an agreed upon percentage of the total costs for construction contracts; 2. utilization of certified minority and women owned business enterprises for an agreed upon percentage of the total costs for construction contracts; 3. property inspection; 4. commit to hire an agreed upon percentage of Fort Worth residents Adopted December 7, 2010 5 5. commit to hire an agreed upon percentage of Central City residents 6. landscaping; 7. tenant selection plans; and 8. management plans C. COMMERCIAL, INDUSTRIAL AND COMMUNITY FACILITIES DEVELOPMENT PROJECTS LOCATED IN A NEZ 1. 100% Abatement of City Ad Valorem taxes for 5 years If an applicant applies for a tax abatement agreement with a term of five years or less, this section shall apply. Abatements for Commercial, Industrial and Community Facilities Development Projects for up to 5 years are subject to City Council approval The applicant may apply with the Housing and Economic Development Department for such abatement. In order to be eligible for a property tax abatement, a newly constructed or rehabilitated commercial/industrial and community facilities development project in a NEZ must satisfy the following: a. A commercial, industrial or a community facilities development project constructed after NEZ designation must have a minimum Capital Investment of $75,000; or b. For a rehabilitation project, it must be rehabilitated after NEZ designation. Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property, or $75,000 whichever is greater. 2. 1 %-100% Abatement of Citv Ad Valorem taxes UD to 10 years If an applicant applies for a tax abatement aareement with a term of more than five years. this section shall apply. Abatements agreements for a Commercial, Industrial and Community Facilities Development projects for up to 10 years are subject to City Council approval. The applicant may apply with the Housing and Economic Development Department for such abatement. Years 1 through 5 of the Tax Abatement Aareement Commercial, Industnal and Community Facilities Development projects shall be eligible for 100% abatement of City ad valorem taxes for the first five years of the Tax Abatement Agreement upon the satisfaction of the following: a. A commercial, industrial or a community facilities development project constructed after NEZ designation must have a minimum Capital Investment of $75,000; or b. For a rehabilitation project, it must be rehabilitated after NEZ designation. Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property, or $75,000 whichever is greater. Adopted December 7, 2010 6 Years 6 through 10 of the Tax Abatement Aareement Commercial, Industrial and Community Facilities Development projects shall be eligible for 1%-100% abatement of City ad valorem taxes for years six through ten of the Tax Abatement Agreement upon the satisfaction of the following: a. A commercial, industrial or a community facilities development project constructed after NEZ designation must have a minimum Capital Investment of $75,000 and must meet the requirements of subsection (c) below ; or b. For a rehabilitation project, it must be rehabilitated after NEZ designation. Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property, or $75,000, whichever is greater and meet the requirements of subsection (c) below. c. Any other terms as City Council of the City of Fort Worth deems appropnate, including, but not limited to: 1 utilization of Fort Worth companies for an agreed upon percentage of the total costs for construction contracts; 2. utilization of certified minority and women owned business enterprises for an agreed upon percentage of the total costs for construction contracts; 3. commit to hire an agreed upon percentage of Fort Worth residents; 4. commit to hire an agreed upon percentage of Central City residents; and 5. landscaping. D. MIXED -USE DEVELOPMENT PROJECTS LOCATED IN A NEZ 1. 100% Abatement of Citv Ad Valorem taxes for 5 years If an applicant applies for a tax abatement aareement with a term of five years or Tess, this section shall apply. Abatements for Mixed -Use Development Projects for up to 5 years are subject to City Council approval. The applicant may apply with the Housing and Economic Development Department for such abatement. In order to be eligible for a property tax abatement, upon completion, a newly constructed or rehabilitated mixed -use development project in a NEZ must satisfy the following: a. Residential uses in the project constitute 20 percent or more of the total Gross Floor Area of the project and b. Office, eating and entertainment, and/or retail sales and service uses in the project constitute 10 percent or more of the total Gross Floor Area of the project; and (1) A mixed -use development project constructed after NEZ designation must have a minimum Capital Investment of $200,000; or (2) For a rehabilitation project, it must be rehabilitated after NEZ designation. Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property, or $200,000, whichever is greater. Adopted December 7, 2010 7 2. 1 %-100% Abatement of Citv Ad Valorem taxes UD to 10 years If an applicant applies for a tax abatement aareement with a term of more than five years. this section shall apply. Abatements agreements for a Mixed Use Development projects for up to 10 years are subject to City Council approval. The applicant may apply with the Housing and Economic Development Department for such abatement. Years 1 throuah 5 of the Tax Abatement Aareement Mixed Use Development projects shall be eligible for 100% abatement of City ad valorem taxes for the first five years of the Tax Abatement Agreement upon the satisfaction of the following: a. Residential uses in the project constitute 20 percent or more of the total Gross Floor Area of the project and b. Office, eating and entertainment, and/or retail sales and service uses in the project constitute 10 percent or more of the total Gross Floor Area of the project; and c. A new mixed -use development project constructed after NEZ designation must have a minimum Capital Investment of $200,000• or for a rehabilitation project, it must be rehabilitated after NEZ designation. Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property, or $200,000, whichever is greater. Years 6 throuah 10 of the Tax Abatement Aareement Mixed Use Development projects shall be eligible for 1-100% abatement of City ad valorem taxes for years six through ten of the Tax Abatement Agreement upon the satisfaction of the following: a. Residential uses in the project constitute 20 percent or more of the total Gross Floor Area of the project and b. Office eating and entertainment, and/or retail sales and service uses in the project constitute 10 percent or more of the total Gross Floor Area of the project; c. A new mixed -use development project constructed after NEZ designation must have a minimum Capital Investment of $200,000• or for a rehabilitation project, it must be rehabilitated after NEZ designation. Eligible Rehabilitation costs on the property shall be at least 30% of the Base Value of the property, or $200,000, whichever is greater; and d. Any other terms as City Council of the City of Fort Worth deems appropriate, including, but not limited to: 1. utilization of Fort Worth companies for an agreed upon percentage of the total costs for construction contracts; Adopted December 7, 2010 8 2. utilization of certified minority and women owned business enterprises for an agreed upon percentage of the total costs for construction contracts; 3. property inspection; 4. commit to hire an agreed upon percentage of Fort Worth residents 5. commit to hire an agreed upon percentage of Central City residents 6. landscaping; 7. tenant selection plans; and 8. management plans. E. ABATEMENT GUIDELINES 1. If a NEZ is located in a Tax Increment Financing District, City Council will determine on a case -by -case basis if the tax abatement incentives in Section 111 will be offered to eligible Projects. Eligible Projects must meet all eligibility requirements specified in Section 111. 2. A tax abatement shall not be granted for any development project in which a building permit application, excluding grading and/or demolition, has been filed with the City's Planning and Development Department In addition, the City will not abate taxes on the value of real or personal property for any period of time prior to the year of execution of a Tax Abatement Agreement with the City. 3. If a Project is located in the Woodhaven Neighborhood Empowerment Zone, in order to be considered "eligible" to apply for a tax abatement under this Policy, the Woodhaven Community Development Corporation and the Woodhaven Neighborhood Association must have submitted a letter of support for the Project to the City of Fort Worth 4. Tax Abatements for a new construction project will automatically terminate two years after Council approval of the tax abatement if a building permit has not been pulled and a foundation has not been poured. 5. Tax Abatements for a rehabilitation project will automatically terminate two years after Council approval of the tax abatement if the project is not complete 6. In order to be eligible to apply for a tax abatement, the property owner/developer must: a. Not be delinquent in paying property taxes for any property owned by the owner/developer, except that an owner/developer may enter into a tax abatement agreement with the city of Fort Worth for a specific Project if: 1. the Project meets NEZ tax abatement criteria; and 2. the applicant is not responsible for the tax delinquency for the Property; and 3. the applicant enters into an agreement to pay off the taxes under the guidelines permitted under state law; and 4. the tax abatement shall provide that the agreement shall take effect after the deiinquent taxes are paid in full b. Not have any City of Fort Worth liens filed against any property owned by the applicant property owner/developer. "Liens' include but are not limited to weed liens, demolition liens, board-up/open structure liens and paving liens. Adopted December 7, 2010 9 7. Projects to be constructed on property to be purchased under a contract for deed are not eligible for tax abatements. 8. Once a NEZ property owner of a residential property (including multi -family) in the NEZ satisfies the criteria set forth in Sections iII.A, E.1. and E.2. and applies for an abatement, a property owner may enter into a tax abatement agreement with the City of Fort Worth. The tax abatement agreement shall automatically terminate if the property subject to the tax abatement agreement is in violation of the City of Fort Worth's Minimum Building Standards Code and the owner is convicted of such violation. 9. A tax abatement granted under the criteria set forth in Section ill. can only be granted once for a property in a NEZ for a maximum term of as specified in the agreement. if a property on which tax is being abated is sold, the City may assign the tax abatement agreement for the remaining term once the new owner submits an application so long as the new owner complies with all of the terms of the tax abatement agreement 8 A property owner/developer of a multifamily development, commercial, industrial, community facilities and mixed -use development project in the NEZ who desires a tax abatement under Sections 1II.B, C or D must: a. _ Satisfy the criteria set forth in Sections IILB, C or 0, as applicable, and Sections III.E 1 E 2' and E3 and b. File an application with the Housing and Economic Development Department, as applicable; and c. The property owner must enter into a tax abatement agreement with the City of Fort Worth In addition to the other terms of agreement, the tax abatement agreement shall provide that the agreement shall automatically terminate if the owner receives one conviction of a violation of the City of Fort Worth's Minimum Building Standards Code regarding the property subject to the abatement agreement during the term of the tax abatement agreement; and d. If a property in the NEZ on which tax is being abated is sold, the new owner may enter into a tax abatement agreement on the property for the remaining term. 10. If the terms of the tax abatement agreement are not met, the City Council has the right to cancel or amend the abatement agreement. In the event of cancellation, the recapture of abated taxes shall be limited to the year(s) in which the default occurred or continued. 11. The terms of the agreement shall include the City of Fort Worth's right to: (1) review and verify the applicant's financial statements in each year during the life of the agreement prior to granting a tax abatement in any given year, (2) conduct an on site inspection of the project in each year during the life of the abatement to verify compliance with the terms of the tax abatement agreement, (3) terminate the agreement if the Project contains or will contain a sexually onented business (4 terminate the agreement, as determined in City's sole discretion, if the Project contains or will contain a liquor store or package store. 12. Upon completion of construction of the facilities, the City shall no less than annually evaluate each project receiving abatement to insure compliance with the terms of the agreement. Any incidents of non-compliance will be reported to the City Council. Adopted December 7, 2010 10 On or before February 1st of every year during the life of the agreement, any individual or entity receiving a tax abatement from the City of Fort Worth shall provide information and documentation which details the property owner's compliance with the terms of the respective agreement and shall certify that the owner is in compliance with each applicable term of the agreement. Failure to report this information and to provide the required certification by the above deadline shall result in cancellation of agreement and any taxes abated in the prior year being due and payable. 13. If a property in the NEZ on which tax is being abated is sold; the new owner may enter into a tax abatement agreement on the property for the remaining term. Any sale, assignment or lease of the property which is not permitted in the tax abatement agreement results in automatic cancellation of the agreement and recapture of any taxes abated after the date on which an unspecified assignment occurred. F. APPLICATION FEE 1. An application fee of $25.00 for all basic incentives, excluding tax abatements. 2. The application fee for residential tax abatements govemed under Section III.A is $100. 3. The application fee for multi -family, commercial, industrial, community facilities and mixed -use development projects govemed under Sections III.B., C. and D., is one- half of one percent (0.5%) of the proposed Project's Capital Investment, with a $200 minimum not to exceed $2,000 The Application Fee shall not be credited or refunded to any party for any reason. IV. FEE WAIVERS A. ELIGIBLE RECIPIENTS/PROPERTIES 1. City Council shall determine on a case -by -case basis whether a Project that will contain or contains a liquor store or package store is eligible to apply for a fee waiver. 2. If a Project is located in the Woodhaven Neighborhood Empowerment Zone, in order to be considered "eligible" to apply for a fee waiver under this Policy, the Woodhaven Community Development Corporation and the Woodhaven Neighborhood Association must have submitted a letter of support for the Project to the City of Fort Worth —however, once the NEZ Plan is submitted for the Woodhaven NEZ, this will no longer be required.3. Projects to be constructed on property to be purchased under a contract for deed are not eligible for development fee waivers. 4. In order for a property owner/developer to be eligible to apply for fee waivers for a Project, the property owner/developer. a. must submit an application to the City; b. must not be delinquent in paying property taxes for any property owned by the owner/developer or applicant; Adopted December 7, 2010 11 c. must not have any City liens filed against any property owned by the applicant property owner/developer, including but not limited to, weed liens, demolition liens, board-up/open structure liens and paving liens; and d. of a Project that will contain or contains a liquor store, package store or a sexually oriented business has received City Council's determination that the Project is eligible to apply for fee waivers. Approval of the application and waiver of the fees shall not be deemed to be approval of anv aspect of the Proiect. Before construction. the applicant must ensure that the project is located in the correct zoning district. B. DEVELOPMENT FEES 1. Once the Application for NEZ Incentives has been approved and certified by the City, the following fees for services performed by the Citv of Fort Worth for Projects in the NEZ are waived for new construction projects or rehabilitation projects that expend at least 30% of the Base Value of the property on Eligible Rehabilitation costs: a) All Building Permit related Fees (including Plans Review and Inspections) except as stated in IV B. 2. below b) Plat Application Fee (including Concept Plan, Preliminary Plat, Final Plat, Short Form Replat) c) Board of Adjustment Application Fee d) Demolition fee e) Structure Moving Fee f) Community Facilities Agreement (CFA) Application Fee g) Zoning Application Fee h) Street and Utility Easement Vacation Application Fee i) Ordinance Inspection Fees j) Consent/Encroachment Agreement Application Fees k) Transportation Impact Fees 1) Urban Forestry Application Fees m) Sign Permit Fees 2. Neighborhood Empowerment Zone Fees not waived or reduced as noted in Chapter 7 of the Fort Worth Code include: a.) Investigation Fees b.) Plan Revision Fees c.) Change of Record Fees d.) Inspection outside of normal business hours Reinspection Fee e.) Building Permits where work has not commenced will be charged 3. Other development related fees not specified above will be considered for approval by City Council on a case -by -case basis. C. IMPACT FEES 1. Single family and multi -family residential development projects in the NEZ. Automatic 100% waiver of water and wastewater impact fees will be applied. Adopted December 7, 2010 12 2. Commercial, industrial, mixed -use, or community facility development projects in the NEZ. a. Automatic 100% waiver of water and wastewater impact fees up to $55,000 or equivalent to two 6-inch meters for each commercial, industrial, mixed -use or community facility development project. b. If the project requests an impact fee waiver exceeding $55,000 or requesting a waiver for larger and/or more than two 6-inch meter, then City Council approval is required. Applicant may request the additional amount of impact fee waiver through the Planning and Development Department. V. RELEASE OF CITY LIENS A. ELIGIBLE RECIPIENTS/PROPERTIES 1. Project must be located in a NEZ. 2. City Council shall determine on a case -by -case basis whether a Project that will contain or contains a liquor store or package store is eligible to receive a release of City liens. 3. If a Project is located in the Woodhaven Neighborhood Empowerment Zone, in order to be considered "eligible" to apply for release of city liens under this Policy, the Woodhaven Community Development Corporation and the Woodhaven Neighborhood Association: must have submitted a letter of support for the Project to the City of Fort Worth. 4. Projects to be constructed on property to be purchased under a contract for deed are not eligible for any release of City Liens. 5. In order for a property owner/developer to be eligible to apply for a release of city liens contained in Section V.B., C., D., and E for a Project, the property owner/developer. a. must submit an application to the City; b. must not be delinquent in paying property taxes for any property owned by the owner/developer, c. must not have been subject to a Building Standards Commission's Order of Demolition where the property was demolished within the last five (5) years; d. must not have any City of Fort Worth liens filed against any other property owned by the applicant property owner/developer. "Liens" includes, but is not limited to, weed liens demolition liens, board-up/open structure liens and paving hens; and e. of a Project that contains or will contain a liquor store, package store or a sexually oriented business has received City Council's determination the Project is eligible to receive a release of City liens. 6. In order for a Rehabilitation Project to qualify for a release of city hens, the owner/developer must spend Eligible Rehabilitation costs on the Property of at lease 30% of the Base Value of the Property. Adopted December 7, 2010 13 7. Liens shall be released once the Project Improvements have been made to the property. 8. Any liens filed after the initial certification of the property shall not be released. B. WEED LIENS The following are eligible to apply for release of weed liens: 1. Single unit owners performing rehabilitation on their properties. 2. Builders or developers constructing new homes on vacant lots. 3. Owners performing rehabilitation on multi -family, commercial, industrial, mixed -use, or community facility properties. 4 Developers constructing new multi -family, commercial, industrial, mixed -use or community facility development projects. C. DEMOLITION LIENS Builders or developers developing or rehabilitating a property for a Project are eligible to apply for release of demolition liens for up to $30,000. Releases of demolition liens in excess of $30,000 are subject to City Council approval. D. BOARD-UP/OPEN STRUCTURE LIENS The following are eligible to apply for release of board-up/open structure liens: 1. Single unit owners performing rehabilitation on their properties. 2. Builders or developers constructing new single family homes on vacant lots. 3. Owners performing rehabilitation on multi -family, commercial, industrial mixed -use, or community facility properties. 4. Developers constructing multi -family, commercial, industrial, mixed -use, or community facility projects. E. PAVING LIENS The following are eligible to apply for release of paving liens: 1. Single unit owners performing rehabilitation on their properties. 2. Builders or developers constructing new homes on vacant lots. 3. Owners performing rehabilitation on multi -family, commercial, industrial, mixed -use, or community facility properties. 4. Developers constructing multi -family, commercial, industrial, mixed -use, or community facility projects. VI. PROCEDURAL STEPS A. APPLICATION SUBMISSION Adopted December 7, 2010 14 1. The applicant for NEZ incentives under Sections III. IV., and V. must complete and submit a City of Fort Worth "Application for NEZ Incentives" and pay the appropriate application fee to the Planning and Development Department, as applicable. 2. The applicant for incentives under Sections III.C.2 and D.2 must also complete and submit a City of Fort Worth "Application for Tax Abatement" and pay the appropriate application fee to the Housing and Economic Development Department. The application fee, review, evaluation and approval will be govemed by City of Fort Worth Tax Abatement Policy Statement for Qualifying Development Projects. 3. All NEZ certifications for incentives will expire after five years. 4. NEZ benefits will continue for certified projects (18) eighteen months after a NEZ is terminated or the NEZ boundary changed. B. CERTIFICATIONS FOR APPLICATIONS UNDER SECTIONS III. IV, AND V 1. The Planning and Development Department will review the application for accuracy and completeness. A complete application must include proof that: 1. The Project is located in a NEZ; 2. The Public Notification Process has been completed as stated in section IX; 3. The project is in compliance with the adopted NEZ plan; and 4. The Council Member for the district in which the project is located has approved the project. Once the Planning and Development Department determines that the application is complete, the Planning and Development Department will certify the property owner/developer's eligibility to receive tax abatements and/or basic incentives based on the criteria set forth in Section III , IV. and V. of this policy as applicable. Once an applicant's eligibility is certified the Planning and Development Department will inform appropriate departments administering the incentives. An orientation meeting with City departments and the applicant may be scheduled. The departments include: a. Housing and Economic Development Department: property tax abatement for residential properties and multi -family development projects, release of City liens. b. Housing and Economic Development Department property tax abatement for commercial, industrial, community facilities or mixed -use development projects. c. Planning and Development Department development fee waivers and release of City liens. d. Water Department: impact fee waivers. e. Other appropriate departments, if applicable. C. APPLICATION REVIEW AND EVALUATION FOR APPLICATIONS 1. Property Tax Abatement for Residential Properties and Multi -family Development Projects a. For a completed and certified application for no more than five years of tax abatement, with Council approval, the City Manager shall execute a tax abatement agreement with the applicant. Adopted December 7, 2010 15 b. For a completed and certified multi -family development project application for more than five years of tax abatement. (1) The Housing and Economic Development Department will evaluate a completed and certified application based on* (a) The project's increase in the value of the tax base. (b) Costs to the City (such as infrastructure participation, etc.). (c) Percent of construction contracts committed to: (i) Fort Worth based firms and (ii) Minority and Women Owned Business Enterprises (M/WBEs). (d) Other items which the City and the applicant may negotiate. (3) Consideration by the City Council The City Council retains sole authority to approve or deny any tax abatement agreement and is under no obligation to approve any tax abatement application or tax abatement agreement. The City of Fort Worth is under no obligation to provide tax abatement in any amount or value to any applicant. c. Effective Date for Approved Agreements All tax abatements approved by the City Council will become effective on January 1 of the year following the year in which a Certificate of Occupancy (CO) is issued for the qualifying development project (unless otherwise specified in the tax abatement agreement). Unless otherwise specified in the agreement, taxes levied during the construction of the project shall be due and payable. 2. Property Tax Abatement for Commercial, Industrial, Community Facilities, and Mixed -Use Development Projects a. For a completed and certified application for no more than five years of tax abatement, with Council approval, the City' Manager shall execute a tax abatement agreement with the applicant. b. For a completed and certified application for more than five years of tax abatement: (1) The Housing and Economic Development Department will evaluate a completed and certified application based on: (a) The project's increase in the value of the tax base. (b) Costs to the City (such as infrastructure participation, etc.). (c) Percent of construction contracts committed to: (i) Fort Worth based firms, and (u) Minority and Women owned Business Enterprises (M/WBEs). (d) Other items which the City and the applicant may negotiate. (2) Consideration by the City Council The City Council retains sole authority to approve or deny any tax abatement agreement and is under no obligation to approve any tax abatement application or tax abatement agreement. The City of Fort Worth is under no obligation to provide tax abatement in any amount or value to any applicant. Adopted December 7, 2010 16 c. Effective Date for Approved Agreements All tax abatements approved by the City Council will become effective on January 1 of the year following the year in which a Certificate of Occupancy (CO) is issued for the qualifying development project (unless otherwise specified in the tax abatement agreement). Unless otherwise specked in the agreement, taxes levied during the construction of the project shall be due and payable. 3. Development Fee Waivers a. For certified applications of development fee waivers that do not require Council approval, the Planning and Development Department will review the certified applicant's application and grant appropriate incentives. b. For certified applications of development fee waivers that require Council approval, City staff will review the certified applicant's application and make appropriate recommendations to the City Council. 4. Impact Fee Waiver a. For certified applications of impact fee waivers that do not require Council approval, the Water Department will review the certified applicant's application and grant appropriate incentives. b. For certified applications of impact fee waivers that require Council approval, the Water Department will review the certified applicant's application and make appropriate recommendations to the City Council 5. Release of City Liens For certified applications of release of City liens, the Housing and Economic Development Department will release the appropriate liens on NEZ tax abatement applicants. The Planning & Development Department will release liens on NEZ basic incentives applicants. VII. REFUND POLICY In order for an owner/developer of a Project in a NEZ to receive a refund of development fees or impact fees, the conditions set forth in the Refund of Development and Impact Fee Policy, attached as Attachment "A", must be satisfied. VIII. OTHER INCENTIVES A. Plan reviews of proposed development projects in the NEZ will be expedited by the Planning and Development Department. B. The City Council may add the following incentives to a NEZ in the Resolution adopting the NEZ: 1. Municipal sales tax refund 2. Homebuyers assistance 3. Gap financing 4. Land assembly 5. Conveyance of tax foreclosure properties Adopted December 7, 2010 17 6. Infrastructure improvements 7. Support for Low Income Housing Tax Credit (LIHTC) applications 8. Land use incentives and zoning/building code exemptions, e.g., mixed -use, density bonus, parking exemption 9 Tax Increment Financing (TIF) 10. Public Improvement District (PID) 11. Tax-exempt bond financing 12. New Model Blocks 13. Loan guarantees 14 Equity investments 15. Other incentives that will effectuate the intent and purposes of NEZ. IX. Public Notification a. Subject to subsection (b), in order for an owner/developer to apply to receive any incentives provided for under the NEZ Tax Abatement Policy and Basic Incentives, an owner/developer must meet with the following persons and organizations to discuss the Project: 1. the Council Member for the District the Project is located; and 2. the -neighborhood associations or community based organizations registered with the city that are within 300 feet of the proposed Project. The measurement of the distance between the proposed project and Neighborhood Associations or Community Based Organizations shall be along the property lines of the street fronts and from front door to front door, and in direct line across the intersections. b. Subsection (a) shall be satisfied upon: 1. the owner/developer meeting with the City Council Member for the District the Project is located and the neighborhood associations or community based organizations registered with the city that are within 300 feet of the proposed Project; or 2. meeting with the City Council Member for the District the Project is located and upon the owner/developer providing proof that the owner/developer attempted to meet with the neighborhood associations and the community based organizations registered with the city within 300 feet of where the proposed Project is located and the associations or organizations failed to arrange a meeting with the owner/developer within two weeks of initial contact. X Ineligible Projects The following Projects or Businesses shall not be eligible for any incentives under the City' of Fort Worth's Neighborhood Empowerment Zone (NEZ) Tax Abatement Policy and Basic Incentives: 1. Sexually Onented Businesses 2. Non-residential mobile structures Adopted December 7, 2010 18 ATTACHMENT A REFUND OF DEVELOPMENT AND IMPACT FEES POLICY Purpose This refund policy is for the purpose of establishing the conditions under which the City may refund development and impact fees, normally waived through the Neighborhood Empowerment Zone (NEZ). Applicability Unless expressly accepted, this policy applies to all development and impact fees waived by the City through the NEZ. Under the NEZ Tax Abatement Policy and Basic Incentives, City Departments are authorized to waive impact and development fees for Qualified projects located in a designated NEZ. The impact fees include only water and sewer impact fees, up to $55,000 for commercial, industrial, mixed -use or community facilities projects. The development fees that can be waived through the NEZ include: 1. All building permit fees (including Plans Review and Inspections) 2 Plat application fee (including concept plan, preliminary plat, final plat, short form replat) 3. Board of Adjustment application 4 Demolition fee 5 Structure moving fee 6. Community Facilities Agreement (CFA) application fee 7. Zoning application fee 8. Street and utility easement vacation application fee. To take advantage of these waivers, applicants need to obtain a certification letter from the Planning and Development Department Conditions for Refunds The City will consider refunds only when circumstances beyond the developers control prevent them from obtaining the qualification letter from the Planning and Development Department A property owner and/or developer may qualify for a refund if the proposed development project meets all criteria to receive a fee waiver under the NEZ Tax Abatement and Basic Incentives Policy and: a. The owner and/or developer was not made aware of the NEZ incentives at the time the fees were paid; or b. The owner and/or developer was mistakenly told that his/her property was not in a designated NEZ; or Adopted December 7, 2010 19 c. The owner and/or developer has put funds in an escrow account with a City Department while awaiting a decision from the City Council about his/her project; or d. City Council authorizes a City Department to issue a refund to the owner/developer. Refund Charge A refund charge will be assessed to help defray administration cost associated with the processing of refund check. The charge shall be 20% of the amount of the refund This charge will be automatically deducted from the total refund amount Statute of Limitations Any request, action or proceeding concerning the refund of fees normally waived through the NEZ must be filed within ninety days following the date that the fees were paid. An applicant who does not submit a refund request within 90 days of the transaction shall not qualify for a refund. To obtain a refund the applicant needs to: • submit a NEZ application to the Planning and Development Department for determination of the eligibility for NEZ fee waivers, and • submit a written request to the Department in which the fees were paid. Upon receiving a confirmation from the Planning and Development Department that the project meets all NEZ fee waiver cnteria, that Department shall process the request based on the qualifications discussed in this policy Exemptions The provisions of this policy do not apply to: a. Fees that are not waived through the NEZ program; and b. Taxes and special assessments; and c. City liens such as mowing, board -up, trash, demolition and paving liens. An applicant shall not qualify for any refund if: a The applicant was made aware of the NEZ incentives before he/she pays the fees; or b. The applicant does not meet the requirements for NEZ incentives at the time he/she paid the fees, or c. The applicant paid the fees before the refund policy was put in place; or d. The applicant paid the fees before the designation date of the NEZ. Disclaimer In the event of any conflict between the City's ordinances or regulations and this policy, such ordinances or regulations shall control. In the event of any conflict between this Adopted December 7, 2010 20 policy and other policies or regulations adopted by the City Department issuing the refund, such department policies or regulations shall control. The City reserves the right to deny any or all request for refunds. Adopted December 7, 2010 21 Exhibit 2 Property Leaal Description Lot 11-R2, Ridglea Park Addition, an Addition to the City of Fort Worth, Tarrant County, Texas, according to the Plat recorded in Volume 388-178, page 56, of the Deed Records of Tarrant County, Texas, at 4840 Bryant Irvin Court, Fort Worth, Texas 76107. Exhibit 3 Application: (NEZ) Incentives and Tax Abatement APPLICANT NAME: APPLICATION # Documentation NEZ PERMIT CHECKLIST \ PROPERTY ADDRESS(ES): 4 A -f Thev 1 n/ T I / O e Lott (1 Building Permit Application Completed Venfication of Location in a NEZ Project Properly Zoned List of All Properties Owned by Applicant Check Applicant Ownership under other Business Names, DBA, etc. Property Taxes Paid: Verification on All Properties in Fort Worth Check for City Liens, All Properties Cost Estirnates/Construction Budget & Plans Proof of Ownership L/( Title Abstract (for lien releases) f Application Fee Received $25.40 For New Construction: Met with City Councilman & Neighborhood I(Associations& other registered Organizations/or l! copy of Certified Letter Strategic Plans Stop Six Oakland Comers Berryhill — Mason Heights Tax Abatement Request for tax abatement Is this property in a TIF Zone Tax abatement is NOT available for: Final Completed project approved by Building Inspectors Copy of Approved M&C and Tax Abatement Contract in File Copy of Certification Letter in File Amount of Liens Released under NEZ Program Amount of Taxes Paid to Qualify for NEZ Program Date Received / Checked By: Reviewed ti giaS out rota S t34 Ai A! th Yes Yes 1 In vni4 vCriect nu+ ‘ti No Westr/University Trinity Park NEZ NEZ xhihil-- FORT WORTH Application No. tc..-'\ \ . 034 6D CITY OF FORT WORTH NEIGHBORHOOD EMPOWERMENT ZONE (NEZ) PROGRAM PROJECT ION APPLICATION APPLICATION CHECK LISTPlease submit the following documentation: A completed application form A list of all properties owned by the applicant, owner, developer, associates, principals, partners, and agents in the City Fort Worth Non Refundable Application fee - For all Basic Incentives applications excluding Tax Abatement the application fee is $25.00. For multifamily, commercial, industrial, commercial facilities, and mixed -use tax abatement applications 0.5% of the total Capital Investment of the project, with a $200.00 minimum and not to exceed $2,000.00; For residential tax abatement applications: $100.00 per house Proof of ownership, such as a warranty deed, affidavit of heirship, or a probated will OR evidence of site control, such as option to buy (A registered warranty deed is required for tax abatement application.) Title abstract of the property (only if applying for release of City liens) El 13.0, etivtet- A reduced 11x17 floor plan, site plan, and site elevation with a written detailed project description that includes a construction time line A detailed line item budget showing the cost breakdown for the project Copy of Incorporation Papers noting all principals, partners, and agents if applicable Required - Meet with the Councilmember and Neighborhood & other Organizations representing the NEZ as outlined in the Public Notice requirement of the NEZ Policy and Guidelines revised April 6, 2004 or followed guidelines of NE7 Strategic Plan if a Strategic Plan is in p i for the spetifc NEZ. Support letter from Woodhaven Neighborhood Association and Woodhaven Community Development Corporation (For projects located in Woodhaven NEZ only) INCOMPLETE APPLICATIONS WILL NOT BE PROCESSED FOR CERTIFICATION UNTIL ALL REQUIRED DOCUMENTS SHOWN IN THE ABOVE CHECKLIST ARE SUBMITTED WITHIN 30 DAYS AFTER nn APPLICATION IS RECEIVED. YOU MUST APPLY FOR TAX ABATEMENT BEFORE ANY BUILDING PERMITS ARE ISSUED FOR YOUR PROPERTY AND BEFORE ANY IMPROVEMENTS ARE MADE TO YOUR PROPERTY. IT TAKES 60 TO 90 BUSINESS DAYS TO COMPLETE THE TAX ABATEMENT AGREEMENT APPROVAL PROCESS AFTER THE ISSUANCE OF NEZ CERTir'CATION DEPENDING ON THE COMPLEXITY OF YOUR PROJECT ALL BUILDING PERMITS MUST BE PULLED WITHIN THE. 12 MONTH PERIOD THAT CERTIFICATION WAS APPROVED, OR WITHIN THE 12 MONTH PERIOD THAT THE TAX ABATEMENT WAS APPROVED, OR YOU WELL BE REQUIRED TO RE -APPLY FOR NEZ INCENTIVES. II. APPLICANT / AGENT INFORMATION I. Applicant: Dr, Laoro nliar- _S 2. Contact Person: , Laarr`m I toCYt S knc."r3. Address: 3 6 U I (v..► 5-3- l o i R} (ubr-*'tn T%( r-no 147 Kigrr kiwi) 7c3 a 904 Street City 4. Phone no.: 5. Fax No.: 6. Entail: 7. Agent (if any) 8. Address: 9. Phone no.: 11. Email: Revised July 22, 2010 Si') - b9. ©3oo C.L.4—tirao s 44A Street �w NIA State Zip gl rneO L., a ki-n. c-7rn City State Zip 10. Fax No.: l • FORT WORTH PROJECT ELIGIBILITY Application No.I Iaa&O Noose net down the wd4rocoes and legal descriptions r .L �wvo and uc:�a.iaNaavna of the project and other properties your organization owns in Fort Worth. Attach metes and bounds description if no address or legal description is available. Attach a map showing the ration of the project Table I Property Ownership Address Zip Code (Project Location) Trap Subdivision Name Li gLin it -# ,btu ad 2 (1 i iP �� Pn r L ActestAcw Lot No. ! IRZ I Block No. 1 Other properties owned in the City of Fort Worth - continue on a separate sheet and attach if necessary. 2. For each property listed in Table 1, please check the boxes glow to indicate if: • there are taxes past due; or • there are City liens; or • You (meaning the applicant, developer, associates, agents, principals) have been subject to a Building Standards Commission's Order of Demolition where the property was demolished within the last five years Table 2 Property Taxes and City Liens Address Property I Taxes Due U ❑ ❑ I 0 0 ❑ 1 Li ■ (Please attach additional sheets of paper as needed. Weed Liens EIDEDEEEDEE 1 1 City Liens on Property Board-up/Open Stucture Liens LJ ■ Li LJ Ci LJ C Demolition Paving Liens Liens 0 ❑ 0 u LJ Li • Order of Demolition • u LJ ■ ❑ Li If there are taxes due or liens against any property in the City of Fort Worth you may not be eligible for NEZ incentives Revised July 22, 2010 iFORT WORTH 3. Do you own other properties ender other names? D Yes B No If Yes, please specify 4. Does the proposed project conform with City of Fort Worth Zoning? [Rites ■ No Application No. AP I I 4Ct b If no, what steps are being taken to insure compliance? j. 5. Project ❑ ❑ ape: Si e Family Multi- Family Commercial Owner Occupied Rental Property Industrial Commun'ty Facilities Mixed -Use 6. Please describe the proposed residential or commercial project: nn pi1 rra 7. If your project is a commercial, industrial, or mixed -use project, �r Il desce the types of 2 ' cn. businesses that are being proposed: rY1- 0 ' i Lc s 8. Is this a new construction or rehab project? New Construetii n ❑ Rehab 9. How much is the total development cost of your project? /, ODD! 0 0 . 00 10. Will the eligible rehabilitation work* equal to at least 30% of the Turret A raisal District (TAD) assessed value of the structure during the year rehabilitation occurs? es ■ No *Eligible rehabilitation includes only physical improvements to real property. It does NOT include: Front yard fenc ng w.sist.ng of chain, link cr so id material construction; personal property such as furniture, appliances, equipment, and/or supplies. Total eligible rehabilitation costs shall equal to or exceed 30% of the TAD appraised value of the structure during the year rehabilitation occurs. 5000 11. How much is the total square footage of your project?square feet * If applying for a tax abatement please answer questions 12 = fi._ f _fat Sip part at incentives 1 12. For a single-family homeownership, mixed use. or multi -family development nroiect, please fill out the number of residential units based on income range of owners or renters in the following table. Table 3 Number of Residential Units and Income Range of Owners or Renters Number of Units. Income Range > 80% of AMFI** At or below 80% of AMFI Total Units **AMF]; Area Median Family Income. Please see attachment for income and housing payment guidelines. 13. For a multifamily protect to be qualified for tax abatement, at least 20% of total units shall be affordable to families at or below 80% of AMFI. Check the box if you are requesting a waiver of this requirement. (❑ 14. For a commercial. industrial or community facilities protect, indicate square footage of non- residential space. Pcrccntage . j anunercial . industrial Gotnmuti4 Facilities I-b D LQ I square feet I square feet 1 1 ( square feet Revised July 22, 2010 3 FORT WORTH Application No. P L `CM `� v 15. How much will be your Capital Investment*** on the project? Please use the following table to provide the details and amount of your Capital Investment (Attached additional sheets if necessary). Table 4 Itemized Budget of the Project Items Amount 13V00 s7 /I 6db 4 I 'Total ***Capital Investment includes only real property improvements such as new facilities and structures, site improvements, facility expansion, and facility modernization. Capital Investment DOES NOT include land acquisition costs and/or any existing improvements, or personal property (such as machinery, equipment, and/or supplies or inn entory). 16. For a commercial, industrial, community facility or mixed -use proiect, how many employees will the project generate? $' 17. For a mixed -use nroiect. please indicate the percentage of all uses in the project in the following table. Table 5 Percentage of Uses in a Mixed -Use Project Type. Residential Office Eating Entertainment Retail sales Service Total Square Footage - III. INCENTIVES - What incentives are you applying for? Municipal Property Tax Abatements Vo fond Pay Must provide Final Plat Cabinet a de for Tax Abatement £4buM3i38OS Slide V. 5 years (C'sSS More than 5 years ❑Residential owner occupied ❑Residential Rental Property ❑Apartments (5 plus units) Commercial Develop nt Fee Waivers ❑ • • 0 All building permit related fees (including Plans Review and Inspections) Plat application fee (including concept plan, preliminary plat, final plat, short form replat) Zoning application fee Demolition fee ❑ Board of Adjustment application fee ❑ Structure moving fee Community Facilities Agreement (CFA) application fee Street and utility easement vacation application fee Impact Fee Waivers - The maximum water/wastewater impact fee waiver amount for a commercial, industrial, mixed - use, or .. munity facility development project is equivalent to the water/wastewater impact fee of !i-inch meters Water Release of City Liens ri Weed liens (Meter Site rl2 k ) Ofiewftvirer ❑ Paving liens (No. of meters sportation Board up/open structure hens ❑ Demolition liens Revised July 22, 2010 4 FORT WORTH Application No. IJ%J -1/19467° Ill. ACKNOWLEDGMENTS I hereby certify that the information provided is true and accurate to the best of my knowledge. I hereby acknowledge that I have received a copy of NEZ Basic Incentives, which governs the granting of tax abatements, fee waivers and release of City liens, and that any VIOLATION of the terms of the NEZ Basic Incentives or MISREPRESENTATION shall constitute grounds for rejection of an application or termination of incentives at the discretion of the City. I understand that the approval of fee waivers and other incentives shall not be deemed to be approval of any aspect of the project. I understand that I am responsible in obtaining required permits and inspections from the City and in ensuring the project is located in the correct zoning district. I understand that my application will not be processed if it is incomplete. I agree to provide any additional information for determining eligibility as requested by the City. (PRINTED OR TYPED NAME) (A 0ED SIGNATURE) Please mail or pP -. . fax yoieitr.;a lxea City effort Worth Planning i= 1000 Thrm!krorton Street, Fort W TeI.•(81) 3924222. Fat (82' eilathi (DA t'E) Electronic version of this form is available on our website. For more information on the NEZ Program, please visit our web site at www.fortworthgov.org/planninganddevelopment Application No.. (jU` 00In which NEZ? Application Completed Date (Received Date): Type? ❑ SF ■ Multifamily commercial Industrial Construction completion date? [j Before NEZ ❑ After NEZ TAD Account No. Meet affordability test? Rehab at or higher than 30%? Tax current on this property? City liens on this property? • Weed liens • Board-up/open structure liens • Demolition liens • Favrng liens • Order of d ttion ❑ Ye Certified? Yes ❑ No Certified by F O%5.300 ■ ■ Yes ❑ No Yes ■ No ❑ Yes Yes ❑ Yes �f Yes ■ ■ No 1 e Only Council District Conform with Zoning? ■ Community facilities ❑ Mixed -Use Ownership/Site Control [ Consistent with the NE7 plan? Minimum Capital Investment? Meet mixed -use definition? Tax current on other properties? City liens on other properties? • Weed liens • Board-up/open structure liens • Demolition liens • Paving liens • Order of demolition Date certification issued? If not certified, reason Referred to: DEconomic Development ❑Kousing ❑Development Revised July 22, 2010 5 Yes ❑No ❑ Yes Q Yes ❑ Yes (_] Yes ❑ Yes Yes Yes CIA J ■ ❑ No ❑ No O No c2-Na [214 121`No o Water Deode j DDTl W 1/ TAD Menu > Property Data Search > Search by Owner Name There were 2 matches. • Account Owner 06683681 1Morns. Aubrey E Etux Laura I' 05653002 Morris. Aubrey E III & Laura F €4840 Bryant Irvin Ct Tarrant Appraisal District Real Estate Search Result - Owner Name rear2ui5 Values 3sI1Cl2O1 Location City i USe Proposed _ Value_ 2828 Manorwood Tr !Fort Worth Single Family $379,100 'Fort Worth ! Comm Vacant S141,500 TAD Horne Report Questions and Comments Website Updated: 08/18/2011 Property Data Updated: 08118/2011 Tarrant Appraisal District C' 2011 All rights reserved. Market Value Appraised Value* Approximate Size*** E Land Acres Land SqFt Tarrant Appraisal District Real Estate 08/12/2011 Account Number: 06683681 Georeference: 44715J-2-24 Property Location: 2828 Manorwood Tr, Fort Worth Owner Information: Morris, Aubrey E Etux Laura F 2828 Manorwood Trl Fort Worth Tx 76109-5558 2 Prior Owners Legal Description: Villages of Stonegate Addn B lk 2 Lot 24 Taxing Jurisdictions: 026 City of Fort Worth 099 Regional Water District 220 Tarrant County 224 Tarrant County Hospital Dist 225 Tarrant County College Dist 905 Fort Worth ISD Tuts intorrratton rs inlenae.o':ar =eferen,.e only and is subject to chance. tt may not accurately reflect the complete status of the account as actually dataoase Proposed Values for Tax Year 2011 I Land Impr ( $65,000 $314,100 $65,000 $314,100 1 2011 Total** $379,100 $379,100 2.460f 0.00001 0! Appraised value mar ce less than market value due to state -mandated limitations on value increases zero value Indicates that the property record teas not yet been completed for the indicated tax year Tax YeardXMPT{Appraised Land 2010 t 010 2009 i 010 2008 0111 2007 i OW 2006 i 010 $65.001 $65,000 $65,0001 $65,000 $65,000 5-Year Value History Appraised ImpleAppraised Total Market Land $283,100 $356,300 $340,800 $317,600 5317,470 2011 Notice Sent: 04/29/2011 Exemptions. General Homestead Property Data Deed Date: 11/10/1995 Deed Vol: 012169 Deed Page: 0282 Year Built: 1995 Pet Complete: 100 TAD Map: 2036 376 MAPSCO: 075U Agent: None 5348,100 $421,300 S405,800 $382,600 $382,470 $65,000 $65,000 $65,000 $65,000 $65,000 Market Impr 1 Market Total I $283,100 5356,300 $340,800 $317,600 $317,6001 Protest Deadline: 05/31/2011 Class: 009 State Code: Al Single Family Garage Bays: 03 Central Air: Y Central Heat: Y Pool: N $348,100 $421.300 $405,8001 $382,600 $382,600 Property Tax Record Account: nnons681581 APD: 447153-2-24 Location: 0002828MANORWOOD TR Legal: VILLAGES OF STONEGATE ADON BLK2LOT 24 Owner: MORRIS. AUBREY E ETUX LAURA F 2828 MANORWOOD TRL FORT WORTH TX 76109-5558 Year Unit 2010 2010 2010 2010 2010 2010 2010 Totals 2009 2009 2009 2009 2009 2009 2009 Totals 2008 2008 2008 2008 2008 2008 2008 Totals 2007 2007 2007 2007 2007 2007 2007 Totals 2006 2006 2006 2006 2006 2006 2006 Totals 2005 2005 2005 2005 2005 2005 026 220 223 224 225 905 026 220 223 224 225 905 026 220 223 224 225 905 026 220 223 224 225 905 026 220 223 224 225 905 026 220 223 224 225 905 Levy Amount 2,381.00 918,98 69,62 793.31 479.12 4.403,58 9.045.61 2,881.69 1,112.23 84.26 950.13 580.00 5.371.29 10,989 60 21775,67 1,071,31 81.16 924.81 559,84 4,912,36 10.325.16 2,615.98 1,019.53 76.52 881,50 533.27 4,374.44 9.502,34 2,631,39 1,038.41 76.49 900.32 533.09 5,583.50 10,743 20 2,406,08 947.4a 89.54 818.48 484.62 5.502.86 Acres: 0.261 Yr Built: 0 Frozen Yr: NONE Frozen Amt; $0.00 Sq Ft: 0 Ref, Start: NONE Def. End: NONE Roll: R 2010 Values Land improvement 283100 2010 Exemptions HS001 69620 Overlapping District Accounts 650D0 Click on the e-Statement button to view Total Tax Due. Click on the e-Payment button to make a credit card or eCheck payment. Amount Paid 2,381.00 918.9E 69.62 793.31 479,12 4,403.58 9,045.51 2,881 69 1,112.23 84.26 960.13 580,00 5.371.29 10,988.60 2,775.67 1,071,31 81.16 924,81 559.84 4,912.36 10.325.15 2,616,98 1,019,63 76.52 881.50 533.27 4,374,44 9,502.34 2,631.39 1,038.41 76.49 900.32 533,09 5,563,50 I Tax Estkma 1 Levy Penalty Interest 0.00 too 0.00 0,00 0,00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0. OD 0.00 0.00 0,00 0.00 0,00 0,00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0 00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 O,OO 0.00 0.00 0,00 0.00 0.00 0.00 0,00 0.00 0.00 0,00 0.00 0,00 0,00 0.00 0.00 0.00 0.00 0,00 0.00 0,00 0.00 0,00 0,00 0.00 10,743,20 O.DO 2.406.08 947 48 69,54 818.48 484.62 5,502,86 0,00 0.00 0,00 0.00 0.00 0,00 Cal Penalty 0.00 0.00 0,00 0.00 0,00 0.00 Total Due 0,00 0.00 0.00 0,00 0,00 0.00 0.00 0.00 0,00 0.00 0.00 0,00 0.00 0,00 0,00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 O.OD 0.00 0.00 0.00 0.00 0,00 0.00 0,00 0.0D 0,00 0.00 0.00 0,03 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0:00 0.00 0.00 0.00 0.00 0,00 0.00 0 00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.06 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0,00 0,00 0.00 0.00 0 00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0,00 0.00 0,00 0.00 sot..) Receipt Date 12/23/2010 12/23/2010 12/23/2010 12/23/2010 12/23/2010 12/23/2010 12/18/2009 12/18/2009 12/18/2009 12/18/2009 12/16/2009 12/18/2009 12/16/2008 12/16/2008 12/16/2008 12/16/2008 12/16/2008 12/16/2008 12/20/2007 12/20/2007 12/20/2007 12/20/2007 12/20/2007 12/20/2007 12/27/2006 12/27/20D6 12/27/2066 12/27/2008 12/27/2006 12/27/20D6 12/19/2005 12/19/2005 12/19/2005 12/19/2005 1211912005 12/1912005 2006 Totals 2004 026 2004 22D 2004 223 2004 224 2004 225 2004 905 2004 Totals 2003 026 2003 220 2003 223 2003 224 2003 225 2003 905 2003 Totals 2002 026 2002 220 2002 223 2002 224 2002 225 2002 905 2002 Totals 2001 026 2001 220 2001 223 2001 224 2001 225 2001 905 2001 Totals 2000 026 2000 220 2000 223 2000 224 2000 225 2000 905 2000 Totals 1999 10,229 05 10,229.05 0,00 0.00 0,00 0.00 0.00 2,309,74 2,309.74 0,00 0.00 0.00 0.00 0.00 909,54 909.54 0,00 0.00 OQO WOO 0,00 66,76 66.76 0,00 0,00 0.00 0.00 0,00 785,70 785,70 0,00 0.00 0,00 0.00 0.00 465 22 465,2 0.00 O n0 WOO 0.00 0,00 54285,32 54285,32 0.00 0.00 0,00 0.00 0,00 9,822.23 91822.28 0,00 0.00 0,00 0.00 0,00 1,855.94 1,855,94 0.00 0,00 0 00 0.00 0400 730.85 730.85 0.00 0,00 0400 0,00 0400 53.64 53.64 0,00 0.00 0.00 0,00 0.00 631,33 631,33 0.00 0.00 0.00 0.00 0,00 373.82 373,82 0400 0,00 0.00 0.00 0.00 4,196,05 4,198,06 0.00 0.00 0.00 0.00 0,00 74843,64 7,843.64 0 00 0,00 0.00 0.00 0,00 1,848.95 1,848495 0.00 0.00 0.00 0400 0,00 728.08 728,09 0,00 0.00 OAO 0.00 0.00 53.44 53,44 0.00 0.00 0,00 0.00 0 00 620.95 620.95 0.00 0.00 0.00 0.00 0,00 372.41 372.41 0400 0,00 0.00 0,00 0.00 4,25142 4,251,42 0.00 0.00 0.00 0,00 0.00 5,26 7,875,26 0.00 0.00 0.00 0.00 0 00 1,680,87 1,680,87 0.00 0, DO 0.00 WOO WOO 667.45 667,45 0,00 0.00 0.00 0.00 0.00 48.58 48.58 0.00 0.00 0.00 0.00 0.00 558,55 568,56 0.00 0.00 0,00 0,00 0,00 258,47 268,47 0.00 0.0O 0,00 0,00 0,00 3.740.07 3,740,07 0.00 0.00 0.00 0,00 0.00 6,964,00 6.964,00 0.00 WOO 0.00 0,00 0.00 1,604,66 1604,68 OM WOO 0.00 0.00 0.00 629.92 629,92 WOO 0,00 0.00 0.00 0.00 45.85 45.85 0.00 0,00 WOO 0.00 0_00 536.58 536.58 0.0O 0.00 WOO 0.00 0.00 243,93 243.93 0.00 0.00 0.00 0.00 WOO 3,515,89 3,515,89 0.00 0.00 0.00 0.00 0.00 6,576.85 6,576,85 0.00 WOO 0.00 0.00 0.00 026 1,475.47 1,475,47 0.00 0.00 0.00 0,00 0.00 1999 220 551.92 551492 0.00 0.00 0.00 0,00 TOO 1999 223 41.31 41,31 0.00 0.00 0.00 0.00 0.00 1999 224 487.80 487.80 0.00 0,00 0.00 0,00 0.00 1999 225 221.76 22176 0.00 0,00 0.00 0.00 0.00 1999 905 2,930.01 2,930,01 0.00 0.00 0.00 0.00 0.00 1999 Totals 1998 026 1,496.31 1,496.31 1998 220 551.92 551.92 1998 223 41.31 41.31 1998 224 467.80 487,80 1998 225 221,76 221.76 1998 905 2,871,99 2,871,99 1998 Totals 1997 026 1,533.82 1,533.82 1997 220 551.92 551.92 1997 223 41,31 41.31 1997 224 487,80 487.80 1997 225 120 23 120.23 1997 905 2.813497 2,813,97 1997 Totals 1996 5,671.09 5,549.05 5,671.09 5,549 05 5,708.27 5,708.27 0 00 0.00 0,00 0.00 0.00 0.00 0,00 0,00 0,00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0.0O 0.00 0.00 0,00 0.00 0,00 0,00 0,00 0.00 0.00 0.00 0,00 0,00 0.00 0.00 0.00 0.00 WOO 0,00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 WOO 0.00 0.00 0.00 0,00 WOO WO 0.00 0.00 0,00 0,00 0.00 0.40 0.00 0.00 0,00 0.00 0.00 0.00 0.00 WOO 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0 00 0.00 0.00 026 1,583 84 1,503.84 0.00 WOO 0.00 0.00 0.00 1998 220 55192 551.92 0.00 0.00 0.00 0,00 0,00 1996 223 41.68 41.68 0.00 0,00 0.00 0,00 0,00 1996 224 4$7.80 487,80 0,00 0.00 0.00 0,00 0.00 12/20/2004 12/20/2004 12/20/2004 12/20/2004 12/20/2004 12/20/2004 1/13/2004 1/13/2004 1/13/2004 1/13/2004 1/13/2004 1/13/2004 12/5/2002 12/512002 12/512002 12/5/2002 12/5/2002 1215/2002 11/28/2001 11/28/2001 11/2B/2001 11 /28/2001 11 /28/2001 11 /28/2001 1119/2001 1/19/2001 1/19/2001 1/19/2001 1/19/2001 1/19/2001 12/14/1999 12/14/1999 12/14/1999 12/14/1999 12/14/1999 12/1411999 12/9/1998 12/9/1998 12/9/1998 12/9/1998 12/9/1998 12/9/1998 12/11/1997 12/11/1997 12/11/1997 12/11/1997 12/11/1997 12/11/1997 11/27/1996 11/27/1996 11/27/1996 11/27/1996 1996 225 1996 905 1996 Totals 1995 026 1995 220 1995 224 1995 225 1995 905 1995 Totals 1994 026 1994 220 1994 224 1994 225 1994 905 1994 Totals Grand Totals 120.29 2,959.47 5,745.00 202.34 55.99 50,37 11.65 305.55 825.90 80,75 22.55 20.29 4,69 121,52 249.80 123.466.10 `tv'i'ts the Info nt 120.29 2,959.47 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 5,745.00 0.00 0.00 0.00 0,00 0,00 202,34 55.99 50.37 11,65 305.55 0.00 0.00 0.00 0.00 0.00 625.90 0.00 80.75 22,55 2029 4.69 121.52 0.0D 0.00 0.00 0,00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0,00 0 00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 9.00 0,00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0,00 0,00 0,00 0,00 249.80 0.00 0.00 0.00 0.00 0.00 123,466.10 0.00 Privacy Policy. 0,00 0.00 0.00 0.00 Accessibility Statement Public Information Act 11/27/1996 11/27/1996 11/16/1995 11/16/1995 11/16/1995 11/16/1995 11/16/1995 1/31/1995 1/31/1995 1/31/1995 1/31/1995 1/31/1995 00 E. Weatherford, Fort Worth, Texas 76196, 817. 834-1111 <t,on=„ and comments regarding this website to webmastertaltarrantcountv,com. inn contained in this web site as a public service. Every effort is made to insure that information provided is to ar,y rase where legal reliance on information contained in these pages ,s required, the official recouis of Tarrant Cow.?„-; corl,ulred. tariant County i5 not re aan5ia:e for the content of, nor endorses any site which nas a fink from the Torrent County web 'right 2002--2004'Tarrant Cqunty, TX Page. 1 Document Name* untitled T713 0668 36 81 (08/25/11) OLD ACCT 00000-000-000-0 NAME NORRIS, AUBREY E ETUX t NAME S TREET CITY-STATE FORT WORTH TX ZIP CODE 76109 5558 PROP ADDR 2828 MANORWOOD TR LEGAL DESC VILLAGES OF STONEGATE ADDN LEGAL DESC BLK 2 LOT 24 LEGAL DESC LEGAL DESC VALUES CURRENT LAND 65000 IMPROVE 283100 TOTAL 348100 S PEC USE AG NEW CONST AG NO ACRES .2605 MAP NO 2036 376 LOAN MORT NAME CURR MORT CO/ENTRY DATE PREV MORT CO/ENTRY DATE FROM S KE Y 1 05663016 FROM 2828 yR}A ORWOOD MDT PREVIOUS APPR 65000 YR 356300 10 421300 ACREAGE DEFERRAL USE CODE Al NO TAX MASTER CHG DATE TYPE ACCT R LAURA F TDC 220 905 26 02 PIDN 44715J 2 24 GROUP TAD EXEMPT CD 010 ANNEX N CTY HMSTED EX SCH HMSTED EX OVER 65 EX VETERAN EX DISABLED EX ABSOLUTE EX AF AGRICULTURE DELQ A/R YRS WEEDS DEMOLITION PAVING ZONE FREEZE YR MAIL STATUS 6KEY2 00000000 FROM SKEY3 00000000 DELETE S T A T 4 SURVIVING SP. Y 4 SCENIC LAND SOLAR/WIND EX FREEPORT EX ABATEMENT HISTORIC SITE ARB FLAG N TRASH BOARD -UP IMP DIST ADJ CODES N ANT TO SKEY YR BUILT 1995 00 Date: 08/25/2011 Time: 9:59:41 AM orn:aut 7'A E. Tarrant Appraisal District Real Estate 081212011 Account Number: 05653002 (eoreference: 34390--11 R2 Property Location: 4840 Bryant Irvin Ct, Fort Worth Owner Information: Morris Aubrey E III & Laura F 3601 Hulen St Ste 101 Fort Worth Tx 76107-6877 2 Prior Owners Legal Description: Ridglea Park Addition Mk Lot 11R2 Taxing Jurisdictions: 026 City of Fort Worth 099 Regional Water District 220 Tarrant County 224 Tarrant County Hospital Dist 225 Tarrant County College Dist 905 Fort Worth ISD s intended for reference only and is subject to change. It may not accurately reflect the complete status o database Market Value t Appraised Value* Approximate Size*** I Land Acres Proposed Values for Tax Year 2011 Land I lmpr $141,5001 SO $14 ,500 I $0 1 Land Solt he account as actuall} 2011 Total** $141,500 $141,500! 0` 0.6496! 28,300! Aopratrseo vat to rna b,. less than market value due to state -mandated limitations on value increases zero value indicates Mal the progeny record has riot yet been completed tor the nthcated tax year .' Rounded 5-Year Value History Tax Year1XMPT Appraised Land Appraised ImprjAppraised Total Market Land 2010 000 , 2009 000 2008 2007 2006 1 000 000 000 $141,500 $138,387 $138,387 $138,387 $138,387 2011 Notice Sent: 04/29/2011 Exemptions. None Property Data Deed Date: I0/29/2010 Instrument: D210273876 Year Built: 0000 TAD Map: 2024 380 MAPSCO. 074V Agent: None $01 $01 SOI S0� $0' $141,500 $138,387 $138,387 $138,387 $138,387 $141,500 $138,387 $138,387 $138,387 $ 138,387 Market impr j Market Total Protest Deadline: 05/31/2011 SO 5O SO S(1 SO Class:000 State Code: C2 Comm Vacant Garage Bays: 00 Central Air: Central Heat: Pool: N SI41,5001 $138,387„ $138,3871 $138,387 $138,3871 Property Tax Record Arratintl 00005653002 APO 34390 11R2 Location: 0004840BRYANT IRVIN CT Legal: RI DGLEA PARK ADDITION L31.K LOT 11R2 '05653002` Owner: MORRIS, AUBREY E I11 & LAURA F 3601 HULEN ST SfE 101 FORT WORTH TX 76107-6877 I Currant s Year Unit 2010 2010 2010 2010 2010 2010 2010 Totals 2009 2009 2009 2009 2009 2009 2009 Totals 2008 2008 2008 2008 2008 2008 2008 Totals 2007 2007 2007 2007 2007 2007 2007 Totals 2006 2006 2006 2006 2006 2006 2006 Totals 2005 2005 2005 2005 2005 2005 026 220 223 224 225 905 026 220 223 224 225 905 026 220 223 224 225 905 026 220 223 224 225 905 026 220 223 224 225 905 026 220 223 224 225 905 Levy Amount 1,209.83 373.56 25.30 322,47 194.76 1,870.63 3.999.55 1.183.21 365.34 27.68 315.38 190.52 1.829.48 3.911.61 1,183.21 365.34 27.88 315.38 190.92 1,739.52 3.622 05 1,183.21 368.80 27.68 318.84 192,88 1,646,81 Acres: 0,650 Yr Built: 0 Frozen Yr: NONE Frozen Amt: $0400 Sp Ft: 0 Def. Start: NONE Def. End: NONE Roll: R (Her 2010 Values Land 141500 2010 Exemptions Overlapping District Accounts Click on the e-Statement button to view Total Tax Due. Click an the e-Payment button to make a credit card or eCheck payment. Amount Paid 1,209483 373,56 2820 322.47 194.76 1,870,63 I.7ax.Exam* L, . tsvmtP%l 3 l,-* tonoin Len Penalty Interest Due 0,00 D.00 0.00 0,00 0.00 0.00 0,00 0.00 0.00 0,00 0.00 0.00 0,00 0.00 0,00 0,00 0.00 0,00 3.999.55 0.00 1,266,03 390.91 29.62 337.45 203.86 1.957,54 0,00 0.00 0.00 0.00 0.00 0.00 4 185 41 0.00 1,289,69 398.22 30,17 343.77 208.10 14896,08 4.16623 1,183,21 368,80 27.68 318.84 192.88 14646.61 0.00 0,00 0.00 0,00 0.00 0,00 Cot Penalty 0.00 0.00 0,00 0,00 O.00 0.00 0 00 0.00 0.00 0.00 0.0D 0 00 0.00 0,00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0,00 0.90 0.00 0.00 0.00 Total Due 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0 00 0.00 0,03 0,00 0,00 0,00 0.00 0.00 0,00 0.00 0.00 0 00 0,00 0.00 0.00 0,00 0400 0,00 0.00 0.00 0,00 0,00 0,00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0,00 0.00 3.738.22 3,738.22 0.00 0.00 0 00 1,190.13 375.72 27.68 325.76 192.88 2.045.18 4 207.35 1,040.38 327.75 24.05 283,12 167.64 14989,35 1,273.44 402.02 29,62 348.57 208.38 2424124 0.00 0.00 0.00 0.00 0,00 0.00 0.00 0,00 0,00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0,00 4.501,87 0.00 0.00 0,00 1,040.38 327,75 24,05 283.12 167.64 1,989.35 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0 00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0,00 0.00 0.00 0.00 0,00 0.00 0,00 0.CO 0.00 0.00 0,00 0,00 0.00 0.00 0.00 0 00 0.00 0,00 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0 00 0.00 0.00 0.00 0,00 0,00 0.00 Receipt Date 11 /3/2O W 11 /3/2010 11/3/2010 11/3/2010 11/3/2010 11/3/2010 2/28/2010 2/28/2010 2128/2010 2/28/2010 2/2812010 2/28/2010 3/19/2009 3/19/2009 3/19/2009 3/19/2009 3/19/2009 3/19/2009 1/30/2008 1/30/2008 1/30/2008 1/30/2008 1/30/2008 1/30/2008 2/28/2007 2128/2007 2/213/2007 2/28/2007 2128/2007 2/28/2007 1/31/2005 1/31/2006 1/31/2006 1/31/2006 1/31/2006 1/31/2006 2005 Totals 2004 2004 2004 2004 2004 2004 2004 Totals 2003 2003 2003 2003 2003 2003 2003 Totals 2002 2002 2002 2002 2002 2002 2001 Totals 2001 2001 2001 2001 2001 2001 2001 Totals 2000 2000 2000 2000 2000 2000 2000 Totals 1995 1999 1999 1999 1999 1999 1999 Totals 1998 1998 1998 1998 1998 1998 1998 Totals 1997 1997 1897 1997 1997 1997 1997 Totals 1996 1996 1996 1996 3,832.29 31832.29 0.00 0,00 0,00 0,00 0,00 026 979.16 979.18 0.00 0.00 0.00 0.00 0.00 220 308.47 308,47 0.00 0.00 0.00 0.00 0 00 223 22.64 22.64 0.00 0.00 0,00 0,00 0.00 224 266.47 266.47 0.00 0.00 0 00 0.00 0,00 225 157.78 157.78 0.00 0.00 0,00 0 00 0.00 905 1,876.86 1.876,86 0.00 0.00 0.00 0.00 0,00 3,61140 3,611.40 0.00 0,00 0.00 0.00 0.00 026 979.18 979,18 0.00 0,00 0,00 0.00 0.00 220 308 47 308.47 0.00 0.00 0.00 0.00 0.00 223 22.54 22.64 0.00 0.00 0.00 0.00 0.00 224 266.47 266.47 0.00 0.00 0.00 0.00 0.00 225 157.78 157.78 0,00 0.00 0.00 0.00 0,00 905 1.876.86 1,876.86 0.00 0,00 0,00 0.00 0.00 3,611.40 3,611.40 0.00 0.00 0,00 0.00 0.00 026 979.18 979,18 0.00 0,00 0.00 0.00 0.00 220 308.47 308,47 0.00 0.00 0.00 0.00 0.00 223 22.64 22,64 0,00 0.00 0,00 0,00 0.00 224 263.08 263,08 0.00 0.00 0.00 0.00 0.00 225 157.78 157,78 0.00 0.00 D.00 0.00 0.00 905 1.908.33 1,908,33 0.00 0.00 0.00 0.00 0,00 3:639,48 3.639.4B 0.00 0.00 0 00 0.00 0.00 026 1223.97 1,223.97 0.00 0.00 0,00 0.00 0,00 220 388,82 388,82 0.00 0.00 D.00 0.00 0.00 223 28,30 28,30 0.00 0.00 0.00 0.00 0.00 224 331.21 331.21 0.00 0,00 0.00 0.00 0.00 225 150.57 150.57 0.00 0,00 0.00 0.00 0,00 905 2,322.16 2,322.16 0.00 0,00 0,00 0.00 0.00 4.445.03 4,445.03 0.00 0.00 0,00 0.00 0.00 026 742.88 742.88 0.00 0.00 0.00 0.00 0 00 220 233.29 233.29 0,00 0.00 0.00 0.00 0.00 223 16.98 16,98 0.00 0.00 0.00 0.00 0.00 224 198.73 198.73 0,00 0.00 0.00 0.00 0.00 225 90.34 90,34 0.00 0.00 0.00 0.00 0_00 905 1,393.29 1.393.29 0.00 0,00 0,00 0,00 0,00 2,675.51 2.675.51 0.00 0.00 0.00 0.00 0.00 026 500.91 500.91 0,00 0.00 0.00 0.00 0.00 220 149.90 149,90 0.00 0.00 0.00 0.00 0.00 223 11,22 11.22 0.00 0.00 0.00 0.00 0.00 224 132,48 132.48 0.00 O.OD 0.00 0.00 0.00 225 60.23 80.23 0.00 0,00 0.00 0.00 0.00 905 657.49 857.49 0.00 0,00 0.00 0.00 0.00 1712.23 1,712.23 0.00 0.00 0.00 0,00 0.00 026 507,99 507,99 0.00 0.00 0,00 0,00 0,00 220 149_90 149.90 0.00 0.00 0.00 0.00 0.00 223 11.22 11.22 0.00 0.00 0,00 0.00 0.00 224 132.48 132.48 0.00 0.00 0.00 0.00 0.00 225 60.23 60,23 0.00 0 00 0.00 0.00 0,00 905 840.51 840.51 0,00 0.00 0.00 0.00 0.00 1.702_33 1,702,33 0.00 0,00 0.00 0.00 0.00 026 390.54 390.54 0.00 0.00 0.00 0.00 0.00 220 112.42 112,42 0.00 0.00 0.00 0.00 0.00 223 8.41 8.41 0.00 0.00 0.00 0.00 0,00 224 99.36 99,36 0.00 0.00 0.00 0.00 0.00 225 24,49 24,49 0.00 0.00 0.00 0.00 0.00 905 617,65 617,65 0.00 0.00 0.00 0.00 0.00 1,252.87 1,252.87 ODD 0.00 0,00 0.00 0.00 026 739.34 739.34 0.00 • 0.00 0.00 0.00 0.00 220 206.11 206.11 0.00 0.00 0.00 0.00 0.00 223 15,57 15.57 0.00 0.00 0.00 0.00 0.00 224 182,16 182.16 0.00 0.00 0.00 0.00 0.00 11/30/2004 11/30/2004 11/30/2004 11/30/2004 11/3019004 11(30/2004 12/31/2003 12/31/2003 12/31/2003 12/31/2003 12J31/2003 12/31/2003 11/30/2002 11/30/2002 11/30/2002 11/30/2002 11/30/2002 11/30/2002 1/9/2002 1/9/2002 1/9/2002 1/9/2002 1/9/2002 1/9/2002 11 /7/2000 11/7/2000 11/7/2000 11/7/2000 11/7/2000 11/7/2000 11/9/1999 11/9/1999 11 /9/1999 11/9/1999 11/9/1999 11 /9/1999 11/30/1998 11/3011998 11/30/1998 11/30/1998 11/30/1998 11/30/1998 11/30/1997 11/30/1997 11/30/1997 11/30/1997 11/30/1997 11/30/1997 11/20/1996 11/20/1996 11/20/1996 11/20/1996 1995 225 44.92 1996 905 1,132.35 1996 Totals 1995 026 818.01 1995 220 226,35 1995 224 203.62 1995 225 47.09 1995 905 1..235.30 1995 Totals 1994 026 826.50 1994 220 230.82 1994 224 207.70 1994 225 47.98 1904 905 1,243.79 1994 Totals 1993 026 537,70 1993 220 153.88 1993 224 137.03 1993 225 26.44 1993 905 800,89 1993 Totals Grand Totals e_y :,rovir. 2.320 45 2.530,37 2,556.79 1.65594 55,224 87 P:ea;e send 44.92 1,13225 2.320,45 818.01 226.35 203,62 47O9 1,235.30 0.00 0.00 0,00 0,00 0.00 0,00 0,00 0,00 0.00 0.00 0.00 2.530.37 0.00 826.50 230.82 207.70 47.98 1,243_79 0.00 0.00 0.00 0.00 0,00 2,556.79 0.00 537.70 153.88 137.03 26.44 800.89 0.00 0.00 0.00 0.00 0.00 1 655.94 0.00 0.00 0,00 0,00 0.00 0.00 O-vv 0_00 0.00 0.00 0,00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 56,137 17 0.00 0.00 Privacy Policy Aeeessibility Statement 0.00 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0-00 0,00 0.00 0.00 0.00 0.00 0.00 0,00 0,00 0,00 0.00 0.00 0.00 0.00 0.00 0.0D 0.00 0.00 0:00 0.00 0-00 0.00 0-00 0.0D 0.00 0.00 0,000 0,00 0:00 0.00 0.00 0.0D 0.00 0.00 0.00 0.00 0.00 0.00 0,00 0.00 0,00 0,00 0.00 0.00 0.00 0,00 0.00 0.00 0,00 0.00 0.00 0 00 0.00 Public information Act 100 E. Weatherford, Fort Worth, Texas 7b196, 817- 884-1113 11/20/1996 11120/1996 12/27/1995 17/27/1995 12127/1995 12/27/1995 12/27/1995 1113/1995 1/13/1995 1/13/1995 1/13/1995 1/13/1995 11/3/1993 11/3/1993 1113/1993 1113/1993 11/3/1993 esuons anct comments regarding thtc website to webmasteratarrantcountv.com. 10 rmormauon contained in this web site as a public service. Every eftort is matte r. Yrlieh •¶ cer,ai reliance 0n information contained in these pages is matured, unty is nut responsible for the content of, nor endorses any site which ha Copyright 2001-2004 Tarrant County, TX o insure mat information prr.yiiieci 1e ofticiai records of "f arrant County a link from the Tarrant County web Page: 1 Document Name. untitled T713 0565 30 02 (08/25/11) O LD ACCT 00000-000-000-0 NAME GARCIA, FELIPE JR MD PA % NAME STREET 1615 W 01617 NDER ST STE CITY-STATE ZIP CODE P ROP ADDR LEGAL DESC LEGAL DESC LEGAL DESC LEGAL DESC VALUES LAND IMPROVE TOTAL S PEC USE NEW CONST NO ACRES MAP NO MORT NAME CURR MORT PREV MORT FORT WORTH TX 76104 4025 4840 BRYANT IRVIN CT RIDGLEA PARK ADDITION BLK LOT 11R2 CURRENT 141500 141500 TAX MASTER CHG DATE TYPE ACCT R TDC 220 905 PIDN 34390 A fROr p TAD EXEMPT CD 000 ANNEX N PREVIOUS APPR 138387 YR 10 An AG .6496 2024 380 LOAN CO/ENTRY DATE CO/ENTRY DATE 138387 ACREAGE DEFERRAL USE CODE C2 NO FROM SKEY1 00000000 FROM SKEY2 00000000 CTY HMSTED EX SCH HMSTED EX OVER 65 EX VETERAN EX DISABLED EX ABSOLUTE EX AF AGRICULTURE DELQ A/R YRS WEEDS DEMOLITION PAVING ZONE FREEZE YR MAIL STATUS FROM SKEY3 00000000 SURVIVING SP. Y S CENIC LAND S OLAR/WIND EX FREEPORT EX ABATEMENT HISTORIC SITE ARB FLAG N TRH BOARD -UP IMP DIST ADJ CODES N AMT TO SKEY YR BUILT 9999 DELETE 26 02 11R2 c rlm tr .00 Date: 08/25/2011 Time: 10:00:00 AM DATE: RE: Law Offices of RATTIKIN & RATTIIKTN, L.L.P. 4936 Collinwood Avenue, Suite 200 Fort Worth, Texas 76107 (817) 737-7701 October 29, 2010 GF#10-02585-JARmh BRIEF PROPERTY DESCRIPTION: Lot 1I-R2, RIDGLEA PARK ADDITION to the City of Fort Worth, Tarrant County, Texas, according to pint recorded in Volume 388-178, Page 56, Deed Records of Tarrant County, Texas. The undersigned do hereby acknowledge that RATTIKIN & RATTIIQN, L.L.P. prepared certain documents necessary and appropriate in the closing of the sale, exchange, purchase, or loan of or on the real property described in the above referenced file, and agree to pay at closing the legal fees charged the parties by RATTIICEN & RATTiKIN, L.L.P. in connection with the preparation of the legal instruments The undersigned understand and agree that the prepared by RATT1KIN & RATTLED', L.L.P., were prepared in accordance with the instructions of the lender, if any, and of the parties to this transaction. la UNDERSIGNED ACKNOWLEDGE THAT RATTIKIN & RATTIK N, I-L.P. HAS NOT ENTERED INTO ANY CONTRACT NEGOTIATIONS; HAS PREPARED THE DOCUMENTS SOLFE,Y FROM A FULLY NEGOTIA ED CONTRACT AND HAS NOT, IN ANY MANNER, UNDERTAKEN TO ASSIST OR RENDER LEGAL ADVICE TO THE UNDERSIGNED WITH RESPECT TO TICE PROPERTY DESCRIBED ABOVE, OR WITH RESPECT TO ANY OF THE DOCUMENTS OR INSTRUMENTS BEING EXECUTED IN CONNECTION ane ksr, atm. The undersigned have been and are hereby advised to obtain connv"l of their own choice to represent them in this transaction. No representations have been made by RATTJK1N & RATCIKIN, 1 -1 t'., as to the legal effects or tax consequences of these documents or of the transaction described in the above referenced file. No representations have been mash as to whether the transaction described in die above referenced file complies with the usury laws or of any other laws of the United States or any state having jurisdiction over this transaction. In the event a deed of trust has been prepared in connection with this transaction, the • parti hereby authorize and conqrnt to the appointment of employees or agents of RATI"IKIN & RATCIKRN, L.L.P as Trustee under the deed of trust, and acknowledge tit understanding and consent that RAT TKIN & RAC, I, I P. may be called upon to conduct a foreclosure sale on behalf of the lender in accordance with the tcuus of the deed of trust. It is further understood and agreed by the undersigned that RATTIKIN & RATTLEIN, L.L.P., is not employed for legal representation generally, or for any pose in connection with the transaction described in the above referenced file other than the preparation of documents as stated above. THE UNDERSIGNED ACKNOWLEDGE THAT THEY HAVE READ,UNDERSTOOD AND HEREBY APPROVE TIM DOCUMENTS AS PREPARED. The undersigned hereby agree that no a y/client privilege or relationship exists between them and RATTIIaN & RATTIKIN, L.L.P. BUYER/BORROWER: LAURA F. MORRIS Sfl.1YRi FELIPL GAR JR., i.D., P.A.., a Tens professdonal . ` lion ti2,4ad" CIA, JR., M.D., President CSpace Above This Line For Recording Data) RTC GiW1041258511AR mh NOTICE OF CONFIDENTIALITY RIGHTS: IF YOU ARE A NATURAL PERSON, YOU MAY REMOVE OR STRIKE ANY OR ALL OF THE FOLLOWING INFORMATION FROM ANY INSTRUMENT THAT TRANSFERS AN INTEREST IN REAL PROPERTY BEFORE IT IS FILED FOR RECORD IN THE PUBLIC RECORDS . YOUR SOCIAL SECURITY NUMBER OR YOUR DRIVER'S LICENSE NUMBER GENERAL WARRANTY DEED WITH VENDOR'S LIEN Date: October 29, 2010 Grantor: FELIPE GARCIA, JR., M.D , P.A., a Texas professional association Grantor's Mailing Address (including county): 1615 W. Oleander Street, Ste. A Fort Worth, Texas 76104-4025 In the County of Tarrant Grantee: AUBREY E. MORRIS, .III, and LAURA F. MORRIS Grantee's Mailing Address (including county): 3601 Hulen Street, Ste. 101 Fort Worth, Texas 76107 In the County of Tarrant Consideration: TEN AND NO/100 ($10.00) DOLLARS, and other good and valuable consideration paid and secured to be paid to Grantor herein by Grantees herein, as follows: Cash paid, the receipt of which is hereby acknowledged, and the further sum of $178,290.00, the receipt of whichis .hereby acknowledged, advanced at the special instance and request of Grantee as a part of the purchase price of the property, and to evidence which, Grantee has this day executed and delivered one note of even date herewith, payable to the order of SOUTHWEST BANK, in the principal sum of $178,290 00, beanng interest and due and payable as therein provided, said note secured by Vendor's Lien and Superior Title retained herein, and additionally secured by Deed of Trust to VERNON W BRYANT, JR.., as Trustee for the benefit of SOUTHWEST BANK. GENERAL WARRANTY DEED WITH VENDOR'S LIEN PAGE 1 OF 4 The Vendor's Lien and Superior Title herein retained, to the extent same are securing said first lien note, are hereby transferred, assigned, sold and conveyed to SOUTHWEST BANK, its successors and assigns, the Payee named in said Note. Property (including any improvements): Lot 11--R2, RIDGLEA PARK ADDITION to the City of Fort Worth, Tarrant County, Texas, according to plat recorded in Volume 388-178, Page 56, Deed Records of Tarrant County, Texas. Reservations from and Exceptions to Conveyance and Warranty: This conveyance is made expressly subject and subordinate to those encumbrances and exceptions set forth on Exhibit "A' attached hereto and made a part hereof for all purposes, but only to the extent they validly exist and affect or relate to the Property. Grantee assumes all taxes for the year 2010 and subsequent years. Grantor, for the consideration and subject to the reservations from and exceptions to conveyance and warranty, GRANTS, SELLS and CONVEYS to Grantee the property, together with all and singular the rights and appurtenances thereto in any wise belonging, TO HAVE AND HOLD it to Grantee, Grantee's heirs, executors, administrators, successors and assigns, forever. Grantor nereby binds Grantor and Grantor's heirs, executors, ainistrators, and successors to WARRANT AND FOREVER DEFEND all and singular the property to Grantee and Grantee's heirs, executors, administrators,. successors, and assigns, against every person whomsoever lawfully claiming or to claim the same, or any part thereof, except as to the reservations from and exceptions to warranty. The vendor's lien against and superior title to the property are retained until the note described is fully paid according to its terms, at which time this deed shall become absolute. When the context LC:,c c.„s, singular nouns and piouonns Include the plural. • FELIPE GARCIA, JR., M.D., P.A., a Texas professional association anatefe M.D., President GENERAL WARRANTY DEED wrrn VENDOR LIEN PAGE 2 OP 4 STATE OF TEXAS § COUNTY OF TARRANT § SAWrvi nvivri 2010, by FELTPE GARCIA, JR., professional association, on hot. aiauOVw is ut u uc VLG we L}.LI, wis .r • day ui Ocivuer, M.D., President of FELIPE GARCIA, of said asSviaai0ns A. RATTIKIN ;. ' ARY PUBLIC STATE ;,.;c TEXAS k=i Cain ' " G2-2i-2014 i ,. .. +wyi 6 .4“ w GENERAL WARRANTY DEED WTflI VENDOR'S LIEN JR., M.D., P of Texas A , a Texas • 1 PAGE 3 OF 4 EXHIBIT "A" PERMITTED EXCEPTIONS 1. Standby fees, taxes and assessments by any taxing authority for the year 2010, and subsequent years, and subsequent taxes and assessments by any taxing authority for prior years due to change in land usage or ownership, but not those taxes or assessments for prior years because of an exemption granted to a'previous owner of the property under Section 11.13, Texas Tax Code, or because of improvements not assessed for a previous tax year. 2. Any discrepancies, conflicts or shortages in area or boundary lines, or any encroachments, or protrusions or any overlapping of improvements. 3. Covenants as recorded in Volume 3955, Page 420, and in Volume 7747, Page 983, Deed Records of Tarrant County, Texas, but omitting any covenant or restriction based on race, color, religion, sex, handicap, familial status or national origin unless and only to the extent that said covenant (a) is exempt under Chapter 42 Section 3607 of the United States Code or (b) related to handicap but does not discriminate against handicapped persons. 4. A ten foot (10) wide easement along the North, South and East side(s) of the property for public utilities, as shown by plat recorded in Volume 388-178, Page 56, Deed Records of Tarrant County, Texas, as shown on survey dated September 1, 2010, prepared by James Paul Ward, RP.L.S. No. 5606. 5. A twenty foot by twenty foot (20`x 20) public open space restriction and/or easement over the Northeast comer(s) of the property, as shown by plat recorded in Volume 388- 178, Page 56, Deed Records of Tarrant County, Texas, as shown on survey dated September 1, 2010, f,ttpaL+4 by James Paul Ward, RP.L.S. No. 5606. 6. Notice(s) of any law, ordinance permit, fees or governmental regulation (including building and zoning) m attioting, regulating, prohibiting or relanng to the occupancy, use, or enjoyment of the property, as noted and/or shown on plat recorded in Volume 388-178, Page 56, Deed Records of Tarrant County, Texas. 7. Terms, conditions, and stipulations of Oil, Gas and Mineral Lease dated March 20, 2008, filed for record tinder Clerk's File No D208136595, Deed Records of Tenant County, Texas. Title to said Lease has not been checked subsequent to the date of recording of said Lease. AI+ 1 ER RECORDING, RETURN TO: AUBREY E. MORRIS, III LAURA F. MORRIS 3601 Hulen Street, Ste 101 Fort Worth, Texas 76107 GENERAL WARRANTY DEED WITH VENDOR'S LIEN PAGE 4 OF 4 t (20.35' CALL) SI39°44'59"E (115.001 CALL) 20.1. MARK "X ON CONC FOUND 3,/Bw 1RF N£19°59'43"E 115.05' 00, Q 4 vrik BRYANT IRVIN COURT 50' RIGHT OF WAY CONCRETE PAVEMENT BASS FOR BEARINGS IS PLAT CALL. ALONG THIS UNE. 103 UTV.JTY EASEMENT %VWME Z88-1713, PAGE 58 VACANT LOT LOT 11R2 RIDGLEA PARK ADDITION VOLUME 388-178, PAGE 56 ad SIGN 1 _a �'DO t0UTUTY {AS 9 rh_t_ 58 — — voLa++F 3° _ w — ...--�--"' GHQ? SS 1` 41, 20"V 35.40 (t36.49' CALL) 111LE COMPANY: Rattlkln Title Company, Collinwood G.F. NO.: 10-02585 " ADDRESS:4840 Bryant Irvin Road BUYER: Tres Morris and Laura Morris SELLER- Felipe Garcia, JR., IAD., P.A. The undsreigned hereby states test this sisvey Is true and carreak, was mod* on the ground under my supervision and all corners ore marked on shown, shows on vlaPote and apparent easements, encroartmenis and protrusions. 1 Miss wvamined the Flood Insurance Rote Mop for Tarrant Camay, Tens and incorporated Arts Map No. 480516 028514 Effective dote September 75. 2001 mart la nnn.,,n ISM ,ha nr.v,r+v n"co.r..Ibt.. rn»sv n�.t r.. „(t..�+a„e ..;$',h. SUF\tY ACCEPTED Dr in NE EASEMENT TO TEXAS ELECTRIC SERVICE COMPANY RECORDED IN VOLUME 7885, PAGE 112I DOES NOT AFFECT SUBJECT TRACT. LEGEND • DI CEC1RtC METER a WV WATER VAL1C e Is1 WATER 1CTER * CY CAS VALE 0 04 CAS METER o S I4H SAf4TARY .awER IMMIX NI Fit MIDRMIT ET EIECTJ O TRANSFORMER SS Sill TAM' SEMER SSW SANLIRT MIER q=AIMJT MB MUQIaE R7101 ITCRM SEwTT MAfMfatE • 1t#00 Bctn Rough -In 1820 >PlumbingTop-out • 1840 I HVAG Ductwork 1800 IMEP to rall Ra h-tn ▪ 1880 i Bxtt Insulation g Roof Deck 11920 1Ptit E1ccIftaI Wring 1900 )BsHitnst:!<zlior. Exterior Wall 1940 iSheet Rock _ 1960 Rough -In Complete Lenilacape & Has tscape 1990 J_ L In Ls7da. oc 8 t'a�ic�:ac 20C O_ i Parking Lot tJghts 2d 20 109MAR12 2001 irrigation Sleeves Id — 10'09MAR12 2020 ' Finish Grade Site 5d Sd 12MAR12 2040 _...._��.;Commute Side Walks 50 5d 12MAR12 Landscape 8Imgaaon 15d 15cl 19MAR12 2t18C1 I Sae Scalanz 1 2d i 2d 09APR12 2100 1 Silt Si n age & Pavement l rkiny^3 [ 10 10 11APR12 2120 1 Landscape 5 Hendscape Complete 1 01 01 Finishes & Close-O , • 2140 ! Begin Fi ishe 1 __........_.._......_.._ p!...._.. 0 , 2MAR12 2160 Stan;., 0 003FEB12 2dR 2C20'..FEB12 15o1 150103FEB12 7d! 7d103FEB12 3d! 54114FE812 9d1 80 14FE912 2d' 20i21FE912 12012di23FEB12 01 _ Or 2300 0JnmAnt2 Take Bed Te d4Te G Para 2801 28d 12MAR12 CAr3mic Tile 10d I 1 O4 , 25MFIR12 "Celting Grid i 2d! 20 C2APR12 MEP Ceibng /7�d� 70 04APR12, et Plumbing 100 t 10d 04)IAPti 12 Sat Ftumbitt { �iscs ..___ ._. _...: ' case Worts .__ 12d ` 12d 13APR12 30., 3,0;13APR12 4 2di 2d'23APR12 -It- Sd • 5d 24APP.12 I Sd 5d101MAY12 5d; 50 09. iAY12 cr:.,ry, 34! 80 I OBMAY12 4d; 4d 161JIAYI2 5d! 5d 24MAY12 ..01 2d31MAY12 CerrnIMn p1 Os ! Ceiling Tile 2380 I Speciattres 2320 I Granite Counter Taos 2401 ... _.....1 Rooting .. 2281 :41wood coon & is d gate Zan t ! pwner Fern 3r el Equip n 2402 1Final Paint 242o ;MEP Trm{1:4 2440 :Final Clean 2460 :06FE812 j 237E512 1 !i3FE8i2 !'20FEA12 ! _.122FEE 12 _,^ 22FE812 C9MAR 12 ! 09MAR12 121w1FtR12 O9MAR 12 16MAR12 16MAR12 06APR12 10APR12 11APRIZ i 11APR12 1BAPR12_ 06APR12 t 03APR12 12APRI2 20APR12 I3OAPR12 17APR12 '24APR12 '. 30APR12 07MAY 12 14MAY12 !17MAY12 23AtAY12 30MAY12 i01JUN12 01JUN12 i _ FPI Builders Baseline Construction Schedule • Begin Rough -In m Pluntdng Top-Ocrt 1: au HVAC Pawl: MEP Inman Rough•tn ON Batt tnsvlat,pn Ca' Roof Cock r—s7 p', Electrical WIrtng lead In il:won Eztenor Wan Sheet Rock 0 Rowph-tn Com piete at rft amis" Itts amc in ragia eel tn 0 Begin Land :cac e 3. H;;J. ::cape V'J Parking Lat L40tS I ltrlgatien Sleeves Q Finish Grade She ti3Ccncrete Side Wali's ▪ it.mdr-caecStn;gaben C Site Sealants 1 Si a Signa2e 8' Pavcrncnt Marwar:gs •L-id;cape R liordtc pc Cc'mpio'c ... *Be*Sem Flnisncs Apr Bet; rexto . P.i r,1 C •r'Cora k: Tilr. Ceiling Gr:d In MEP a Ceituv; c" c—riSet Rubin Panto e- Cnsa Wotr. r m c; uing "tile a Sp cianiea Me Granite Courier Too:. oflocimg t=l a Wood Doo t & Hardwaro Sum Owner Fumratr:d cGu',g 1112 Final Paint MEP Tnrn-tau! • 4 try t Clean oPrerject Corrp ! C E✓1y Car Progress bar U J<TY)9',4 Cr111ca1 bar --- Surnrnary bar it Sian rn;;cstont Paint 1 Finish Ir4sst,,sre pant 0!28DEC11 _i _ 2d128PECit ;2;0EC11 5d13apEcu 1esvoq/2 c1 30DEC11 's00ECt1 1500 i Wood Trusses 3 Gftrcz.am Rearm _........ M 5d 5d! 0SJf4N12 1124AN12 • 1520 'Sheathing b Deainq _._._.. 54 Sd 3A i 13N 12 ' 19.1AN12 0E40 I Stmetutal Contkete 0 01 ,16JA1112 _1 C lure -In . „ ..,.,. _ 554 4Segin Close -tit 1 D! Q; ZD tdt 1701 IPair*FatrWro e(ordPada;SScrs , 541 54j03PE812 09FE812 ' 1720 :Rojnp : 74' 74403PEa12 '13FEB12 • i 254! 25diO3FE812 'QBF.tAR12 1750. _.._.__. AWmtra:nl Stotc4;m;, _._._�_..___ _ - 25d; 2Sd1:14FE312 ; $MARI2 ,j' } — ; 1541 15d;'24FE812 i 15MAR12 i 01 0 (19M/9:02 f = _ — 580 l seuc*u al Wood Framing SQ 158Q Hollow Metal Frame i efrvery ,d 04 OID1NOV11 1 ld,! 1d101NOV11 j01NOV11 ,d! id;0Z.N0V11 02t4OV11_ 2d1 24!0 t'1OV11 41O3NOV11 1d&04NOV11 j04tJOV11 td 1d 07190V11 IQ7NOVt1 0! 0; i07NOVu1 01 0 05NOV11 2d! 2d OSN0v11 NCW11 Sdt 'Jd10NOV11 ;21N0V11 104122NOV11 050E011 id':2ZNOV11 25NOV11 ad!28NOV11 Q70ECif 104it2J3NOV11 o90-C11 Id 1d11210E011 120E011 ?di 12.0EC11 14DEC11 7dit5DEC11 230EC11 01 230EC11 Of 22NQV11 2d1 24 2:NQV11 1.231140V11' loll 104 24NOV11 iO7DEC11.-_ 3d 3d OSGEC11 ^�12_DEC11 SC 8d 3d 13DEC11 .._i220EC11 - 14 id 113DEC11 I.._ 24 2d,25PEC1t 270EC11 Q _.. 0' 27i5ECt, 11000 IPrcceed with Constnrcnyn i 1102‘f . ,..,` iSurvey Property Set Bldg_ Comers ▪ f1 _ I Take Soil Somptes for Prccc1orr. Set Up Erosior•. Control I10to iSet UpField °Plot1 • 11100 1Preconstruc'Jon 6teetinil 1 111120 IMoblaration Compete Skived* DIr1wC[k 11114Q . S991n Slht-)rlt 11160 , Strip Srte 1180 ; Subprado t4 Bldg. Pact i 1200•_ 'SkeUtl'-itks 1Qd 1220~� -.... I FM & C:utback al Retaining WaH_ 1- 4d 1 1240 i Retaining Well 1 Ed 4 • 126D iCot SFQI�$PaLdrra ! ,Od 1 izeo 1 Pole Worn Feeders ; aA 1300 Concrete Pr. ar.9 7d • ,1320 I Sitework Complete f 4: Peleldation 1340 l BeSIIn FoutrdaYcn • nsa i Layout Bulging Corners 1 1400��_._ :BNrnvGrade MEP 1420 �• ?Excavate Grade Beams Ferri Fxtctigr Fare e4 God _..__ .ITerri au Control _-.T-._ ._. Pour SOG 1 Foundation Complete 1520 Be111n Slnxrinal Framing a 1540� Set Stn curai Steel 11 1740 - 1741 1780 Rough-tn Star! date Fiona; dale Dada Cate Rim Cute ...Pat o number i £7 ^r1^.rave :1 Masonry Plaster Clore In Complete 01 NOV11 -a • Proceed with Construdlon Survey Property S Set Sits.Comers I Take Solt Samples for Proctors Set Up Erosion Center I Set Up Field Office t prec.:nstruction Meeting a Motritrntleo Complete o Begirt Sitevro k v Strip Elle Man St bgradc ©B dg. Pac tors-484e UtInties ©Fitt & Cutback @ Retaining Wall Pe talalrig Wall rr'r„'tGuttFill dl12 Pawing r Irr4gattcn Skrvm G Pole OVA Feeders =a Corrode Paone a Sltewvrlr Compete w Begin Four.•da:Son layout Bui'dirrg Corner: Below Grade MEP f Ext cte Grate Beams Mall Eton Exterwr Farm M Gratr_ R;cam a t tertntte Contras II Pour SOS, a Foundation Ccr.,p!vte a Siege; Sa•trcurel Framing Sei Structural Steel itl�lSfru ts—elWoodFraming I Elapow Meta) Frame Delivery Weed Trusses S attic -Lam Beams Ina Sheathing & 0rcklnq *Structural Comptcre FPI Builders Baseline Construction Schedule a EX1C1 CI9ccCln 1:22221Wa,4F3dzs .Soffits 1."'7. Paint E.:er`,or'Wood Faaa> a Sof!.1.: RavAnq aje. n,6 crl Slat nr r"--1 Plaster a C lose in Cornp'e to r rn sift Arsic rn tri rats �IIy bar Progress nor ei Cr$ictl tl4tr — Summary Rat : @ Start milestone C Fits ,(cosine t r, ^ o'er; tion No. 1 bMo4, Office Building Estimate Totals cantraaai 1 00 % r 7 214 isf 23';. 1O7$16 1,303,354 241,362 ;s1 8.2' Total 1,303,354 241.362 /sf Page 5 222/20 t 1 2:29 PM r rry 11000 FIRE PROTECTION Extinguisher Bid TOILET ACCESSORIES Toilet Accessories Bid Glass SI-rawer Door EQUIPMENT 14450 RESIDENTIAL EQUIPMENT Dishwasher Garbage Disposal Ice Maker Microwave Refrigerator !Under Counter Refrigerator 12000 jFURNISHINGS 12490 WINDOW TREATMENTS 'Mini Blinds 1 sr MECHANICAL. 15100 'PLUMBING !Plumbing Bid 15510 1FiVAC HVAC Bid 6000 ELECTRICAL 15010 ELECTRICAL ett c& mid Description 15000 Ictsts Phase 10520 10810 -ion No. 1 /i©1 .)flice Building Takeoff Quantity 1,00 Is 1,00 Is 1.00 es 1.00 ea 1.00 ea 1.00 ea 1.00 ea 1.00 ea 1,00 ga 1,326.00 si 1.00 is 1,00 Is 1_CC is Estimate Totals Description Amount Totals Hours Labe 4.6C0 113.824 hrs Material 60.800 Subcontract 940,406 Ecuipment 23,100 Mrs Other 1.014,806 Labor Burden Genbrai ConditranS LS. Guildind Permit ts, 9u;Iders Rsk SueccnIr:jc or G.L. Ins. . 2.490 91,000 2.484 1.955 101,553 1,116,469 Overhead 55,z2•;• Prnfit 79,259 35.550 1.116,-459 1,195.738 Rate 5+1 140 5% 0,150 $t C 265 .4 5.000 % 2.000 as 8.04 3 Labor Antes nt 24 19 24 24 24 16 Material Amount Cost Basis L L ice T 0 416 119! 3$7i 1841 892! 750 Sub Amount Cost per Unit 0.852 Ist 11.259 Is! 175.816 /sf 1it7.927 /st 0 4$1 !sf 16,852 lst 0,545 /st 0.362 !sf O Sofi. lsf 06,754 is: 206.754 !sf 10.535 /sr _4?42 isf 221,433 !st 17.715 ref 4.200 450 7,293 31,000 90,000 1 `',900 Equip Amount Percent of Total 0.35% 4.66% 72 $4% 77,$G 0.199E 6.939E 0.2756 0 1556 _0.21%. 7.50 4,23% 7 7,4% Page 4 42/2011 2:29 PM Total Amount 643l { 2L0i 45°0I 440I 4111 208I 9161 7C-5 51,003 99,000 rre rate 00 a I B • Group le on .err r ion No. 1 Mor. Phase .210 ,BUILDING INSULATION 67 R19 Batt Insulation 310 : SHINGLES D-rnensional Asphalt Shindies j07620 SHEET METAL FLASHtNG!TRIM Gutters Downspouts j47920 ;JOINT SEALANTS Bldg, Sealant Bid DOORS i&. WINDOWS 08110 ;STEEL DOORSIFRAMES Metal Door Materiaa Pre Finshe/ Timely Frames Sgl.Door Frame rtaWial Haig Doors, and Harewore 03210 WOOD DOORS S.C. Wood Doors 03410 METAL FRAMED STOREFRONTS inlum, Storefront Anc*ed Fin. Alum. Entrance Doers 46710 DOOR HARDWARE Hardware a@ Wood &H.M Dooms Hardware g Aluminum Storefront Doers 0 FINISHES 09220 PORTLAND CEMENT PLASTER Plaster Bid 09250 GYPSUM WALL BOARD Drywall 09310 CERAMIC TILE CerarT c Tito Shower ;Ceramic Wail The Ceramic Floor Tile 09510 !ACOUSTIC CEILINGS Acoustic Complete 09650 RESILIENT FLOORING 12x12 <CT noticing 4^ RuDeer ease Vinyr Sheet Flconng 09680 CARPET Glue Down Carpel 09910 PAINTING Tape -Bed & Paint SPECIALTIES 10165 P-LAM TOILET PARTITIONS Ptas. Lam. Partlt leans Urirsl Screens Description Takeoff Quantity 85.00 sit Labor Amount Material Arnount Sub Amount Equip Amount 29,750. 203,00 If _ 997 120,00 tr 710 03,©0 It 1,00 ea I 2900 CO 1.40ea 30.00 ea 29 00 83 2,429.00 sf 3 00 ea 30.00 Ca 3.00 ea 1,104.00 a1 1.00 Is 33,00 si 6EE.00 si 575 00 s1 5,000.00 s` 330.00 sr 1,300.00 11 120 CO sy 250.00 :y 1.00 I. Page 3 A2/201'1 2:29 Pt%4 Total Amount 2,000 29,750 937 710 453- - 453 190' - 190 2161591 a aes 119 3.000 3,000 7.975 - 7,975 14* 0,725 60,725 3,600 6 3,500' 12.000 - - 12,000: 1.803 - 1.St10' 27,500: 2.750 6,020 5,594 8,950 743 d �4Y 4,500 5,250 , 30.000 5.J00' 27.503 2,750., 6 0; ,3 . 5.594 743, 1.495 9,560 a 253' 30 000: 3.00 ra1,950 - 1,950i 1.00 ee - 250 250' FPI Si" I Group { Phase Description 01000 GENERAL CONDITIONS 01210 ALLOWANCES 'Landscape & trrigaeon At t oncs 02000 ISITEWORK 02315 EXCAVATION & FILL ;Earthwork Sub - LS. 02360 ;SOIL TREATMENT I Termite Control Bid 02370 IEROSION CONTROL Erosion Control Bid 02505 I SITE UTILITIES Site Uyiiares Bid Tapnmpact & Meter 02750 CONCRETE PAVING 'Concrete Paving &0 02760 PAVEMENT MARKING Striping tad 02770 CURBS & GUTTERS Mono Curb 6^ 02775 SIDEWALKS Building Wanks 02830 RETAINING WALLS Natural Stone Retaining Wati h1 r,a c P=ttsr•i (Szrls1c.na ) 02975 PAVEMENT SEALING Joint Searing bid 03000 CONCRETE 03310 CAST IN PLACE CONCRETE 'Foundation SOG S Grnde Seams (X-Creed Piers; 34000 MASONRY '04210 BRICK MASONRY Brick Masonry Sid 05000 METALS 05120 STRUCTURAL STEEL Structurat Steel ;05510 MISC. METALS 1 'Loose Steel Lintels 105000 i WOOD & PLASTICS ;06110 WOODFRAMING Woo' Frarn;ng Turnkcy •06410 CABINETS Cabinets :07 000 ; 'THERMALIMOISTURE PROTECT !07110 DAMPPROOFING Exterior W3:I 1,^frrrr4yv P^' fet & Fn;r•t'«w?iCn Sill t^ `ion N©.1 fvior, iffice Building Takeoff Quantity 1.00 t- 1.00 Is 1.00 Is Labor Material Amount Amount Sub Arnoun 20,000 22,000 G95 2, 13 21.170 10,000 ! Equip ( Amount 11,000.00 tf - - 24,750. 1,00 is - 1,130' 800,00 if - - 4J00 i,10a 0'0 sf /r,g501 1,00 ;a 22.'47 1,0 is 1.0Jis " C,t',,r; so a"f 1,00 Is 1 03 is 5,400,00 ;f 1 25,000. 5, 341 7 12G210 Page 2 Total Amount 20.010 0 695 21,170' 10.000 4,750 1,130 4,$00 3,250 55.500 2.200; �--J 0";on No. I '47urr. ifi c e Building Project name Morns Offce Building Bryant Irvin Court Fort Worth TX Estirnator hevin S. Dr2he E prncnt rate table Standard Job size 5400 st Bid date 9110f200? 2°09 PM Report format Sorted by'Group phaseTfl e 'Detalf summary Page 1 31201 i 2:29 PM i 1 1 i xa.. .w i k;n ti � ' % t ,~ t'4^ fp 4� j'1 � rfi%tr.:..,_ .„,„ •'s ii s «.` 3 .a t' • 13 a to 1 } worn •• ---i 1 .r"+•...Ytrm • ! ti f � f c[ $ Syr '. �3 x R r . '\ 1 14) g r r � It 3' rt art r i r.£ Yf 0 I' 0 1Z�tt' 1Z C ; c 5 Zesty ,- Z 2 R s arc 1 1 (kJ* k 'MSS Ate.. IMILIBOISSRUISIS Erin* .rJAL t s i I t t in •t ;t.# •' i •• sslieeaiiinalli TS IliuiI4t ? rf 4 1 0 0 21 C3 0 r• c1 t-•97=A -6' PC .a+...•-....s... -"•— 1 i 3 t ~MS Mont BRYANT IRVIN ROAD (8O4) ROW JJ I E C 4. A NEW OFFICE BUILDING DR. TRES MDRRIS AND OR. LAURA MORRIS RIDGLEA PARK ADD 'ION FORT WORTH, TEXAS I • 1 34" r--- is s - ks 16 li '1 — i t t J 1 :.v \. W Y.N..Y..w '.. .r.. i . .._.---...•• ... _. 1 • SE c*CFc0a OV£f11t:A1) ELECTRIC' Lisp_ ••r. ...rr A./a/Pe ram. 4 1 t f St::' a. 14.0r1 ai sfu r M 1 1 9 1 ( s d Pt3GS7] ?..11"S: n 401 e 5' y► 1 1 3 a r • • BRYAAd•NT IRV,IN. COURT CS, en sciEti Wr ' ,8 V.. I1 ti • • • • ; e'" a a • • PEP • BRYANT IRVIN COURT (20.35' CALL) 50' R GHT OF WAY CONCRETE PAVEMENT S89°44'59"E (115.001 CALL) 24' 12' MARK 1(0 ON CONC FOUND 3/5" IRF ' 1 N89°59'4N3"E 115.05 $ 10' UTILITY EASEMENT VOLUME 388-178, PAGE 56 VACANT LOT LOT 11R2 RIDGLEA PARK ADDITION VOLUME 388-178, PAGE 56 VOLUME 388A4-BENT PAGE 56 ^ J °41'28 581 (136.49e CALL) TITLE COMPANY: RattOdn Title Company, Collinwocd \ G.F. NO.: 10-02585 ADDRESS: 4840 Bryant Iry n Road ' BUYER: Tres Morris and Laura Morris �Ny SELLER: Felipe Garcia, JR.. MD., P.A. 30' The undersigned hereby states ttwt this curvy to true and correct. was mode on the ground under my super/Won and ail corners are marked m shown, moss a0 WAsbis and apparent easements, encroachments and protrusions. I hove intemi ed the Raod Insurvree Rote Mop for Tamont County, Texas and Aria Mop No. 480596 0285K Effeetivs dote September 25, 2009 and eppeors that the property Pies within Zonex rod Es NOT located .Rhin a 100 year flood Kona The reference to the 100 year flood plain r food hazard zones, ore on estimate based on Ma data thorn on the flood insurance Rote Map and should not he Interpreted as o study or determination of the flooding Propensities of this property. This surrey substantially compiles with the current Texas Society of Professional SurVeyoo Standard and Specifications for o Category 1A. Condttiarn R Survey. A —Ward - n Pout Word trod Professional Land Surveyor, No. 5606 September 1, 2010 Aft rights reserved Copyright 2010 15' or Ifths seal it not embossed, this document h an unoutnomred copy and mould be presumed to contain otterot1,ne. 30' GRAPHIC SCALE SCALE IN FEET= 30' A —WARD PROJECT NO: 2010.1384 60' 90' BASIS FOR BEARINGS IS PLAT Ceti ALONG THIS UNE. a \Rf 'SI$ SIGN{ SURVEY ACCEPTED BY: ' °a F— eI 33 0 � 0 it'11285 44 0 O THE EASEMENT TO TEXAS 52551RIC SERNCE COMPANY RECORDED IN VOLUME 7885, PAGE 1121 DOES NOT AFFECT SUBJECT TRACT, )FGEND A 50 ELECTRIC t&roo o WV WATER LIAISE e NM WATER OSIER O CV GAS VALVE O GM GAS METER CI SE MN ' SANITARY SERER M. • PP • tS O TR -0—e— UO OM! FH POWER POTS...; WAIT STANDARD TELEPHONE RISER WILE FENCE WOOD FENCE CHAIN WO FENCE RON MICE UNDERGROUND OIERHEAD UTILITY FIRE HYDRANT EH 22 SSCO MH STROH : RID0 POSE WF RS z FIRE HYDRANT ELECTRIC TRANSFORMER SANITARY SEWER SANITARY SEC a.EANOUT RANKLE 6URA3No Itt PERMANENT FOUNDATION STRUCTURE enx N0 worei NENTYOt0AAT0 AiR CONg1IONE0 0102C OPEN SPACE EASEMENT RON PIPE FOUND RON RCO FOUND kV RCN ROD SET MARIctD 'A -WARD' sir RON R00 RECDVERFD MARKED "A -WARD' CENTROL mtwitNHT LAND TITLE SURVEY Lot 11—R2, RIDGLEA PARK ADDITION, an addition to the City of Fort Worth Tarrant County, Texas, according to Plat thereof recorded in Volume 388-175, Page 56, Deed Records of Tarrant County, Texas. AWARD SURVEYING COMPANY PO Box 137431, LAKE WORTH, TX 76136 817-33A-0300 (332-9273) FAX 817-624 9273 survey0u—wardsurveying.com { Exhibit 4 Project Description The building will be a one story Dental/Dermatology office approximately 5000 sq ft. The exterior will be capstone (an Acme Brick Product). It will have a glass entry with appropriate landscape, irrigation, and a generous concrete parking lot. The building will nave waiting and reception areas, staff lounge, patient and staff restrooms doctors' offices, supply / storage areas, sterilization areas, laboratory, mechanical, utility, x-ray, light box room, and 9 treatment rooms. NEW PROFESSIONAL BUILDING FOR TRES MORRIS, D.D.S. AND LAURA MORRIS, M.D. 0' 2' 4' 10' 15' • Hahnfeld Hoffer Stanford 1 :?:, 13th Avonuo rort Worth. Toms* 70104 817.971.5928 tax 81 7.429.9338 u on aa,. 042111 rlrn SANIAJ1443-03 -u.n a+.. a+S.rUxq\+.a,n: 0 4 - gale. ........ a3ssC3 0010 Of as 0 li IDB 41414 ,_'h1¶II ©�.■.■. .■. au. v A 0 C I sr • NEW PROFESSIONAL BUILDING FOR TRES MORRIS, D.D.S. AND LAURA MORRIS, M.D. BRYANT IRVIN COURT FORT WORTH, TEXAS 0 Z \ 4„ Vo ■ u .■ ■IEnw .■uul■7■i Mal II DO • • _ - _ ;, - a. A- : .. • 22 .' ._n_ -.:. le.......... z'lF-n : ar• 1 _r. ?'. __. __ __ _ L moo- :3:2 . ;; . : 0 ■ 410.11 au Olt N —11 B at r BB VAL 4104-1 e, aari 8'B OHO y1 nn -------- t i232•68E2 AP•q. '-�- "°•• 3€F¢: 3r'Es¢ga�a 2v :p a 4 c •^ -011Mitt .g--; tiff': P • etL ES q n P3 B �Z En 1 s ....... ----------- 2 OMNCAPM OAK 3•CAL -M. 1 3 YAPYM HOLLY - 5n MAPLE WNRRCISEEPER I OT. - b` OC. 0 b bur aut FAF LOLLY 5 GAL.-3' OG GMOACAPM OAK aRIPPLE wNTE'R ICREEPER T. - b• an 00 Pa Omr .___ GpS.gp.ODA�tti^M • ex Plitt IODITANT BRYANT IRVIN COURT CAAI®.n'ncew 014 • - - 10' UTILITY- EASEMENT • HaDIY11IL COYMON OERIUDA TT. b pMP.YALP04 LOLLY 5 GAL 30` OG. Opflt 006 :11, AOC cep J r, D%O0. On'Ai rejS Ali r�nC1 0 i•o 04 • g0?6000 rist• •itia to II 8: OOP or O11. tete oat 0 IN oc0000st woos rota 'o°oeo°oo°00 000 c1. CIO C001:0 )0%0 --On,-M.T . rbtag 10S at. Mgr IRO RV= J B m OHIWKAPM OAK bT LITn-E OLIESTE1 3 GAL - 30` OC. - r 0106' STEEL EDGSYe OUFMIUPPOP23 5 GAL-3' OZ. UL STEEL EDGING Ru,PENC4 ‘Citit4AILEt.ri Y I OS • 44034111/ 1 COO* Scale In nal FND 3/8" IP LIGHT POLE. LOndscapa Trrooas 0 4onvnan Nov P IO Cedar Shrubs Under 4 Pool ow Conoco Name 41 sO HOlYD..ol raptOei 13 P h� Shrubs Over 4 Poet S age. Comeau To.os NaIt. Pal a Moro OW 04001 Cocoa Napo rOunb Govor-Vhoe 170 Way w0a414e Purple einteearsetpor Ornemontal Grace 2463221 w a L ra✓ Imam Sea Oat. 121 Little 131444.4 Nol3N ro401.nwrc r411911 P1 uuew LANDQOAPE 051801A11ONo: TOTAL OITP rim • Crace011a Ago" costae L 44.041yIVn Int.v n 'co.owan' lies Tortola 13410101114and Notaiskall Nona Fuoy,t. COMO Caleratutt Chevinonthlam plant CV Cant 344 Plant 30 Plaal Cow I Cit. Plant Slas SrxNarlylm 114.0paelvi 3 60 o11 61911003004 k▪ m cost noolit mot Po sic out woo 014.opeciv. O▪ OP', COOPF•01 •SP*0•LbaltWITA {Mt m 4 Ot• •0 OP �AeNeauNtept -eee�mus_-- eumat o URBAN FORE$TRY: PIRANIP:0 CONOPT *0 VV. al save or • SHRUB PUNTING DETAIL to BUFFERYARDO COMMIX I* Pools ettlCUIPPO *VC, 014Ctlia rents' o rot W1s 7r419S3on't seaman es. anm ▪ 'y.a serrr Marais Da SW 141.01 •1110. Tr vast Mettall sat •", am1107¢ MO TREE PtM I1NGOETAL PATO GRROUNDcOVER PLANNING DETAL NOTES Iu ww..,al Hahnfeld Hoffer Stanford PENSIONS © ADDENDS NO.}.SHEET REISSUE WII✓il nWael�Pe IAenn,,. CCU 200 Galley Ave., Suite 200 Fort Worth. Toxoa 76107 617 921 5928 fax 817.302.0692 CONSULTANTS J MWES AWL ENGINEER TEMS REUISIMION NO.m 3400 SE100PA20 FORT WORTH, TEXAS 7E104 tEL nn31%11M FAX 012JarJU0X METRO StRUCNML E11GI11EERING TEXAS REGIslRAIONNO, F4317 30S N LOOP 820, SURE IS? HURST, TEXAS ]rues TEL a N.2eAA050 BAIRD MMPTON ONOWN.INC. MECHTWMREIEC ENGINEER TEXASxfohnta1ON 1.10. R41012044 U E. SINE Zan HINT yunRth. FEXAS ?St le FAX el /3-110215 THE LANDSCAPE NJWICE TEXAS AEOISMA1IOr1 t1O. e2S IPIPELINE RO SUITE 0 HURST,JEM121ew FAX017616 vl A NEW OFFICE BUILDING DR. TRES MORRIS AND DR. LAURA MORRIS MCC CI ALGOMA HO RIDGLEA PARK ADDITION LANDSCAPE PLAN SHEET FORT WORTH, TEXAS 01.0101 L 1.0 OF 2L SHEETS M&C Review Page 1 of 2 DATE: CIL A COUNCIL ACTION: Approved on 10/4/2011 10/4/2011 REFERENCE NO.: CODE: C SUBJECT: TYPE: Official site of the City of Fort Worth, Texas FORTWonii C-25212 LOG NAME: 17NEZ4840BRYANTIRVIN NON- PUBLIC NO CONSENT HEARING: Authorize Five Year Tax Abatement Agreement with Aubrey E. Morris, III and Laura F. Morris for Property Located at 4840 Bryant Irvin Court in the Ridglea Village/Como Neighborhood Empowerment Zone (COUNCIL DISTRICT 3) RECOMMENDATION: It is recommended that the City Council authorize the City Manager to enter into a five year Tax Abatement Agreement with Aubrey E. Morris, III and Laura F. Morris for the property at 4840 Bryant Irvin Court in the Ridglea Village/Como Neighborhood Empowerment Zone in accordance with the Neighborhood Empowerment Zone Tax Abatement Policy and Basic Incentives. DISCUSSION: Aubrey E. Morris, III and Laura F. Morris (Property Owners) are the owners of the property described as Lot 11-R2, Ridglea Park Addition, an Addition to the City of Fort Worth, Tarrant County, Texas, according to the Plat recorded in Volume 388-178, page 56 of the Deed Records of Tarrant County Texas at 4840 Bryant Irvin Court, Fort Worth, Texas 76107 The property is located within the Ridglea Village/Como Neighborhood Empowerment Zone (NEZ) The Property Owners plan to invest an estimated $1,001,000.00 to construct a medical/dental office that will be approximately 5,000 square feet (Project). The Housing and Economic Development Department reviewed the application and certified that the property and Project met the eligibility criteria to receive a NEZ municipal property tax abatement. The NEZ Basic Incentives includes a five- year municipal property tax abatement on the increased value of improvements to the qualified owner of any new construction or rehabilitation within the NEZ. Upon execution of the Agreement, the total assessed value of the improvements used for calculating municipal property tax will be frozen for a period of five years, starting January 2012 at the estimated pre -improvement value as defined by the Tarrant Appraisal District (TAD) on September 12, 2011, for the property as follows: Pre -Improvement TAD Value of Improvements $ 0 Pre -Improvement Estimated Value of Land $141,500.00 Total Pre -Improvement Estimated Value $141,500.00 The municipal property tax abatement on the improved value of the Project after construction is estimated at $8,558.55 per year for a total of $42,792.75 over the five year period. However, this estimate may differ from the actual tax abatement value, which will be calculated based on the Tarrant Appraisal District appraised value of the property In the event of a sale of this property the NEZ Tax Abatement Agreement may be assigned to a new owner with City Council approval, only if the new owner meets all of the eligibility criteria as stated in the NEZ Tax Abatement Policy and Basic Incentives. http://apps. cfwnet. org/council_packet/mc_review. asp?ID=15946&counci ldate=10/4/2011 10/7/2011 M&C Review Page 2 of 2 This property is located in COUNCIL DISTRICT 3. FISCAL INFORMATION/CERTIFICATION: The Financial Management Services Director certifies that this action will have no material effect on City funds. TO Fund/Account/Centers FROM Fund/Account/Centers Submitted for City Manager's Office bv: Originating Department Head: Additional Information Contact: ATTACHMENTS Susan Alan's (8180) Jay Chapa (5804) Ana Alvarado (2661) Cynthia Garcia (8187) http://apps.cfwnet.org/council_packet/mc_review.asp?ID=15946&councildate=10/4/2011 10/7/2011