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AMENDMENT NO. 3 TO
RECEIVED C#T1" SECRETARY CONTRACT NO. 46623
MAY 8 2020
CffY0FraarVV0RTEC0N0MIC DEVEILOPMENT PROGRAM AGREEMENT
CIIYGMETARY WITH WAIL-MART REAL ESTATE BUSINESS TRUST
This AMENDMENT NO. 3 TO CITY SECRETARY CONTRACT NO.
46623 ("Amendment") is made and entered into by and between the CITY OF FORT
WORTH (the "City"), a home rule municipality organized under the laws of the State of
Texas, and WAL-MART REAL ESTATE BUSINESS TRUST, a Delaware business
trust ("Wal-Mart").
RECITALS
The City and Wal-Mart hereby agree that the following statements are true and
correct and constitute the basis upon which the parties have entered into this Amendment:
A. The City and Wal-Mart Stores Texas, LLC ("Wal-Mart Stores")
previously entered into that certain Economic Development Program Agreement, a public
document on file in the City Secretary's Office as City Secretary Contract ("CSC") No.
46623. CSC No. 46623 was subsequently amended pursuant to that certain Amendment
No. 1 (CSC No. 46623-A1) and assigned to Wal-Mart Real Estate Business Trust. CSC
No. 46623, as amended and assigned, was then again amended pursuant to that certain
Amendment No. 2 (CSC No. 46623-A2). CSC No. 46623, as amended and assigned by
CSC No. 46623-Al and as amended by CSC No. 46623-A2, shall hereinafter be referred
to as the "Agreement".
B. The Agreement required, among other things, that Wal-Mart expend at
least $13,000,000.00 for the construction and completion of a Wal-Mart SuperCenter
store of at least 182,000 square feet on approximately 32.5 acres in the vicinity of the
fixture southeast intersection of Golden Triangle Boulevard and Park Vista Boulevard (the
"Phase I Improvements") and to expend at least $3,000,000.00 for the construction and
completion of at least 12,000 square feet of additional retail and/or commercial space (the
"Phase II Improvements") elsewhere on the Land.
C. Wal-Mart wishes to sell or has sold the parcel of the Land on which the
Phase II Improvements will be constructed to a third party and for the third party to
complete the Phase II Improvements in accordance with the Agreement. Because the
Agreement requires Wal-Mart directly to expend the Construction Costs for the Phase II
Improvements, Wal-Mart has requested that the City consent to an amendment of the
Agreement that allows another party to fund those Construction Costs without placing
Wal-Mart in breach of its obligations under the Agreement. The City is willing to
Page 1
Amendment No.3 to CSC No.46623 0 F t 11f 1,�F .0R0
Economic Development Program Agreement between
City of Port Worth and Wal-Mart Real Estate Business Trust(Golden Triangle/Park Vista) °�� � � ���,��
FT. Wu rvi, i1 ail
consent to Wal-Mart's request, as more specifically set forth in this Amendment and with
the understanding that (i) at least $3,000,000.00 in Construction Costs must still be
expended for the Phase II Improvements, but that Wal-Mart itself will not directly be
required to expend those Construction Costs; (ii) the Phase II Improvements must still be
completed by not later than the Phase II Completion Deadline; and (iii) that the Phase 11
Improvements will still be considered as located on the Land; that any entities making
Sales within the Phase II Improvements will still be considered as Development Property
Sales Entities; and that Wal-Mart will still be required to the collect Sales tax data
required by Section 4.6.3 from such Development Property Sales Tax Entities in order for
those Sales Tax Revenues to be included in the calculation of Wal-Mart's annual
Program Grants under the Agreement;
NOW, THEREFORE, in consideration of the mutual benefits and promises
contained in the Agreement and this Amendment and for other good and valuable
consideration, the receipt and sufficiency of which is hereby acknowledged, the City and
Wal-Mart agree as follows:
AGREEMENT
1. Section 4.2 of the Agreement (Phase II Improvements) is hereby amended to read
as follows:
4.2. Phase II Improvements.
By the Phase II Completion Date, at least Three Million Dollars
($3,000,000.00) in Construction Costs must have been expended for the
Phase Il Improvements, either by Wal-Mart or another party. The Phase II
Completion Date must occur on or before the Phase II Completion
Deadline.
2. Section 4.6.1 of the Agreement (Construction Spending Reports) is hereby
amended to read as follows:
4.6.1. Construction Spending Reports.
Within sixty (60) calendar days following both the Phase I
Completion Date and the Phase II Completion Date, in order for the City
to assess whether the requirements of Sections 4.1 and 4.2, respectively,
were satisfied, and the extent to which the M/WBE Construction Goal for
the Phase I Improvements and the Phase II Improvements were met, Wal-
Mart will provide the Director with a report in a form reasonably
acceptable to the City that specifically outlines the total Construction
Page 2
Amendment No.3 to CSC No.46623
Economic Development Program Agreement between
City of Fort Worth and Wal-Mart Reat Estate Business Trust(Golden Triangle/Park Vista)
Costs and Hard Construction Costs expended for the Improvements in
question, together with supporting invoices and other documents
necessary to demonstrate that such amounts were actually paid, including,
without limitation, final lien waivers signed by the general contractor
overseeing construction of such Improvements. This report shall also
include actual total Construction Costs and Hard Construction Costs
expended for construction of the Improvements in question with Fort
Worth Certified MIWBE Companies, together with supporting invoices
and other documents necessary to demonstrate that such amounts were
actually paid to such contractors. Notwithstanding the above, Wal-Mart
shall not be required to submit or make available any records, documents,
or any portions thereof, that it determines will or may reflect or reveal
trade secrets, or other confidential information, with the understanding
that any determination as to compliance with this Agreement and the
commitments under this Agreement will be based solely on those
documents that are made available to the City. It is understood and agreed
that if any Construction Costs are expended for Improvements by a party
other than Wal-Mart, Wal-Mart shall solely be responsible for providing
all documents relating to such Improvements that are requested by the
City in accordance with this Section 4.6.3, with the understanding that any
determination as to compliance with this Agreement and the commitments
under this Agreement will be based solely on those documents that are
made available to the City..
3. Section 4.7 (Audits) is hereby amended to read as follows:
4.7. Audits.
At such a time as Wal-Mart submits the reports required in Section
4,6.1, Wal-Mart will make available to the City, at the City's written
request, any documents reasonably necessary to confirm compliance with
this Agreement including, but not limited to, construction documents (the
"Records"). Notwithstanding the above, Wal-Mart shall not be required
to submit or make available any records, documents, or any portions
thereof, that it determines will or may reflect or reveal trade secrets, or
other confidential information, with the understanding that any
determination as to compliance with this Agreement and the commitments
under this Agreement will be based solely on those documents that are
made available to the City. It is understood and agreed that if the City
requires any documents in accordance with this Agreement that are in
possession of a party other than Wal-Mart, Wal-Mart shall solely be
responsible for providing all such documents that are requested for
inspection by the City in accordance with this Section 4.7, with the
understanding that any determination as to compliance with this
Page 3
Amendment No.3 to CSC No.46623
Economic Development Program Agreement between
City of Fort Worth and Wal-Mart Real Estate Business Trust(Golden Triangle/Park Vista)
Agreement and the commitments under this Agreement will be based
solely on those documents that are made available to the City.
4. Section 4.8 (Inspections) is hereby amended to read as follows:
4.8. Inspections.
At any time during applicable normal business hours throughout
the Term and following reasonable notice to Developer, the City shall
have the right to inspect and evaluate the Land and any improvements
thereon, and Wal-Mart will provide full access or cause full access to be
provided to the same, in order for the City to monitor compliance with the
terms and conditions of this Agreement. Wal-Mart will cooperate fully
and cause full cooperation with the City during any such inspection and
evaluation. Notwithstanding the foregoing, Wal-Mart or the lawful owner
or tenant of the improvements in question will have the right to require
that any representative of the City be escorted by a representative or
security personnel of Wal-Mart or such owner or tenant during any such
inspection and evaluation.
S. Section 6.3 (Failure to Complete Phase Il Improvements) is hereby amended to
read as follows:
6.3. Failure to Complete Phase II Improvements.
If at least Three Million Dollars ($3,000,000.00) in Construction
Costs for the Phase II Improvements has not been expended by the
Completion Date, or if the Phase II Completion Date does not occur by the
Phase II Completion Deadline, the City shall have the right to terminate
this Agreement by providing written notice to Wal-Mart, in which case the
City's obligation to continue making Program Grant payments to Wal-
Mart shall cease as of the effective date of termination.
6. All capitalized terms used but not defined in this Amendment shall have the
meanings ascribed to them in the Agreement.
7. This Amendment contains the entire agreement between the parties with respect
to the matters set forth herein. All provisions of the Agreement that are not specifically
amended by this Amendment shall remain in full force and effect.
Page 4
Amendment No.3 to CSC No.46623
Economic Development Program Agreement between
City of Fort Worth and Wal-Mart Real Estate Business Trust(Golden Triangle/Park Vista)
EXECUTED to be effective as of the later date below:
:•
CtTY OF FORT WORTH: = ` .
�� Attested by. "
By:
Jesus J. Chapa
Assistant City Manager Mary J. K* AC# Secretary
Date:
APPROVED AS TO FORM AND LEGALITY:
By:
Peter Vaky
Deputy City Attorney
M&C: none required
Forin 1295 Cert. No.: none required
Oro'. /Vo. 2,1 •I bi — 04"2bZv
WAL-MART REAL ESTATE
BUSYNESS TRUST, a Delaware
business trust:
By: �l
Name: lvtk ao�htY
Title: f,-
Date:
Page 5
Amendment No.3 to CSC No.46623 FTN'
SECRETARY
Economic Development Program Agreement between �� I�
City of Fort Worth and Wal-Mart Real Estate Business Trust(Golden Triangle/Park Vista) r