HomeMy WebLinkAboutContract 41267-A1 t
CITY SWWARY
6AMC T NOOO
Ll 71-P,
AMENDMENT NO. I TO
CITY SECRETARY CONTRACT N . 41267
ECONOMIC DEVELOPMENT PROGRAM AGREEMENT
This :AMENDMENT No. I To ECONOMIC DEVELOPMENT PROGRAM
AGREEMENT ("Amendment") is entered into by and between the CITY OF, FORT
WORTH, TEXAS (the "City"), a home rule municipality organized under the laws of
the State of Texas, and COLUMBIA NORTH HILLS HOSPITAL SUBSIDIARY,
L.P., a Texan limited partnership doing, business as Emergency Medical Center at
Alliance "Company").
).
RECITALS
The City and Company hereby agree that the following statements are tree and
correct and constitute the basis upon which the City and Company have entered into this
Agreement-,
A. Company owns approximately 75 acres of land in the vicinity of the
northeast intersection of Interstate Highway 35 West and North Tarrant Parkway (the
"Development "rope "), as more specifically depicted and described in Exhibit 4 A 1��
attached hereto and hereby made a part of this Agreement for all purposes.
Be, Company s interested in constructing on the Development property a
10,500 0 squ are foot freestanding emergency department and a hospital with at least thirty-
four 3 beds with shell space for at lest an ,additional twenty-six ('26) beds
(collectively, the "Development"). The area of the City in which the Development
Property is located lacks, appropriate critical and medical ease facilities, which is a
hindrance to the City's desired development for the area. The City's 20,13
Comprehensive Plan, adopted by the City Council pursuant to Ordinance No. 20644-03-
2013 (the "Comprehensive Plan") recommends, that large portions of the City in the
vicinity of the Development he developed for single-family and mixed-usel residential
purposes. The Comprehensive Plan also recommends that the City use lawfully available
financial incentives to, arnong other things, promote development that conforms to the
community's vision, as expressed in the Comprehensive plan and other widely ,accepted
community lens. resat the City is willing to ro�vide a economic develo meat
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incentive to Company in order for Company to proceed with the Development.
C. As recommended by the Comprehensive Plan, and in accordance with
Resolution No. 3716-03-2009, the City has established an economic development
program pursuant to which the City will, on a ease h�y-case basis, offer economic
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incentives authorized by Chapter 3 80 o f the Texas Local Government Code that include
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Amendment No. I to Economic Development Program Agreement OFFICIAL RECORD
LOFFIC�IA RD
between City f Fort Worth and Emergency Medical Center at Alliance CITY SECRETARY
F I Ti WOR 0]
WORTH,, TX
monetary loans and grants of public money, as well as the provision of personnel and
services of the City, to businesses and entities that the City Council determines will
promote state or local economic development and stimulate business and commercial
activity in the City in return for verifiable, commitments from such businesses or entities
to cause specific employment and other public benefits to be made or invested in the City
(the rogram").
Do The City and Company previously entered into that certain Economic
Development Program Agreement dated as of December 20, 2010, a public document on
file in the City Secretary's Office as City Secretary Contract No. 41267 (the
"Agreement") that provided for the City to pay Company certain economic development
program grants under the 380 Program in return for Company's, completion of the
Development in two phases pursuant to and in accordance with the terms and conditions,
of that Agreement. Due to economic, market and financing changes since the Agreement
was originally executed, the City Council approved Mayor and Council Communication
(M&C) C-259' 95 on December 11, 2012, which approved execution of an amendment to
the Agreement that restructures the requirements comprising Phase 11 of the
Development; provides for an extension of the time frame during which Program Grants
will paid,
conditioned upon the completion of Phase 11; changes the method by which
be
attainment of the Personal Property Commitment will be measured; and calls for the City
Council to nominate the Development project as an enterprise zone project. Because
these proposed changes will result in numerous changes to the wording of this
Agreement, the parties wish to amend the Agreement by restating herein all terms and
conditions of the Agreement, as amended pursuant to M&C C-25995.
E. The City Council has determined that by entering into the Agreement,, as
amended by this Amendment, the potential economic benefits that will accrue to the City
under the terms and conditions of this Agreement are consistent with the City's economic
development objectives. In addition, the City Council has determined that the 380
Program is an appropriate means to achieve the Development, which the City Council has
determined is necessary and desirable, and that the potential economic benefits, that will
accrue to the City pursuant the terms and conditions of this amended Agreement are
consistent with the City's economic development objectives as outlined in the
Comprehensive Plan. This Agreement, as amended by the Amendment I is authorized by
Chapter 380 of the Texas Local Government Code.
Fo The City has determined that the feasibility of the Development is
contingent on Company's receipt of the Program Grants, as provided in this Agreement,
as amended by this Amendment. The City's, analysis is specifically based on financial
information provided by Company.
NOW, THEREFORE, 'in consideration of the mutual benefits and promises
contained herein and for other good and valuable consideration, the receipt and
sufficiency of which is hereby acknowledged, the parties agree as follows:
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Amendment No. I to E conomic Development Program Agreement
between City of Fort Worth and Emergency Medical Center at Alliance
AGREEMENT
10 INCO RPao RATIONOF RECITALS; AMENDMENT.,
The City Council has found, and the City and Company hereby agree, that the
recitals set forth above are true and correct and form the, basis upon which the parties
have entered into this Amendment and the Agreement., This Amendment is a complete
restatement and amendment of the Agreement. Any conflict between the provisions, of
the Agreement, as amended by this Amendment, and the provisions of City Secretary
Contract No. 41267 shall be resolved 'in favor of the provisions set forth in this
Amendment. Sections 2 through 23 of the Agreement are hereby amended to read as
follows.-O
DEFINITIONS.
In addition to other terms defined in the body of this Agreement, the following
terms, shall have the definitions ascribed to them as follows:
380 Pro am has the meaning ascribed to it in Recital C.
Affiliate means all entities, incorporated or other ire, under common control
with,, controlled by or controlling Company. For purposes of this definition, "control"
means fifty percent (50%) or more of the ownership determined by either value or vote.
Base Grant Pereenta- means forty percent (40%), which percentage constitutes
the base calculation o-,r eacn Program Grant payable by the City under this Agreement.
As more specifically set forth in Section 6.1.1, 6.2.1 and 6.3, each Program Grant payable
by the City to Con pay 'under this Agreement equals a percentage of the Program Source
Funds. Thus, each Program Grant payable in a given year will equal at least forty percent
(40%) of the Program Source Funds, available for such Program urant.
Central means the area of the corporate limits of the City within Loop 820,
consisting, of all Community Development Block Grant ("CDBG")-eligible census
block groups; (ii), all enterprise zones, designated as such pursuant to the Texas
Enterprise Zone Act, Chapter 23 03, Subchapter F of the Texas Government Code; (iii), all
census block groups that are contiguous by seventy--five percent (75%) or more of their
perimeters to CDBG-eligible block groups or enterprise zones, as well as any CDBG-
eligible block in the corporate limits of the City outside Loop 82,0, as more specifically
depicted in the map attached hereto as Exhibit '', attached hereto and hereby made a
part of this Agreement for all purposes.
Central Ciq EMgloywent CommiUment has the meaning ascribed to it in
Section 4.,5.
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Amendment No., I to Economic Development Prograrn Agreement
b�etween City of Fort Worth and Emergency Medical Center at Alliance
uentral CI*!y Employment Percent e has the meaning ascribed to it in Section
6.1.6.
Central Ream dent means an individual whose principal place of residence is
at a location within the Central City.
Certificate of CoMpletion has the meaning ascribed to it 'in Section 5.
Construction uoists means the following, costs expended to construct a Phase of
the Development: actual site development costs, construction costs, contractor fees, costs
of supplies and materials, engineering fees, arch itectural and design fees, and any permit
fees. Construction Costs specifically excludes any acquisition costs of the Development
Property.
Development has the meaning ascribed to it in Recital B.
Development Pry er!y has the meaning ascribed to it in Recital A.
Director means the director of' the City's Housing and Economic Development
Department or his authorized designee.
Effective Date has the meaning ascribed to it in Section 3.
Fort Worth Certified M/WBE Company means a minority- or woman-owned
business that (0 has received certification as either a minority business enterprise (MBE),
a woman business enterprise (WBE) or a disadvantaged business enterprise (DBE) by the
North Central Texas Regional Certification Agency (NCT CA); (n) has a principal
business office located within the corporate limits of the City that perforrns a
commercially useful function; and (iii) has provided from such office the services or sales
that Company is seeking to have counted under this Agreement.
Fort Worth E!Ilplo ment Commitment has the, meaning ascribed to it in
Section 4.4.
Fort Wolrth Employment Pereen has the meaning ascribed to it in Section
6.1.5.
Fort Worth Resident means an 'Individual whose principal place of residence is
at a location within the corporate limits of the City.
Fort Worth Supply and Service Sigendin Commitment, has 'the meaning
ascribed to it in Section 4.6.
Fort Worth Supply and Service Spending Percent has the meaning ascribed
to it in Section 6.1.7.,
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Amendment N . I to Economic Development Program Agreement
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Full-time Equivalent Job means ajob provided to one (1) or more individuals by
Company for, collectively, at least forty (401) hours per week.
M , SM]21y and Service Percent has the meaning ascribed to it in
Section 6.1.8,.
M/WBE S'p2plj and Service Spending Commitment, has the meaning ascribed
to it in Section 4.7.
New Taxable Tarr eible Personal P,ropery means any personal property that I
is subject to ad valorem taxation by the City- (ii) is located on the Development Property,-
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(111) is owned or leased by Company; and (iv), was, not located in the City prior to the
Effective Date of this Agreement.,
Overall Emplolment Commitment has the meaning ascrit)ea to it in Section
4.3.
Overall Emplo ment P,erce has the meaning ascribed to it in Section 6.1.4.
Phase I means the first phase of the Development, which consists, of a building of
at least 10,500 square feet that is used as a medical emergency department and that
contains, at a minimum, the -following improvements,.- eleven (11) examination rooms,
one (1) trauma room, one (1) radiographic fluoroscopic room, and a sixteen (I 6)-slice CT
scanner with support spaces.
1 0
Phase I Completion Date i means the as of which a certificate of occupancy,
whether final or temporary, has been issued by the City for all of the improvements
comprising Phase 'l that are intended to be occupied.
Phase! I Completion De,adfine means June 3 , 2,0112.
Phase I Fort Worth Construction Commitment has the meaning ascribed to it
in Section 4.1.2.
Phase I Fort Worth Construction Percent has the meaning, ascribed to it in
Section 6.1.2.
Phase I NMBE Construction Commitment has the meaning ascribed to it in
Section 4.1.3.
Phase I M Construction Percent has the meaning ascribed to it in
Section 6.1.3.
Phase I Personal Pro er Commitment has the meaning ascribed to it in
Section 4.2.
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Amendment No. I to Economic Development Program Agreement
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Phase I Personal Property Re, or has the meaning ascribed to it in Section
4.101.3.
.base 11 means the second phase of the Development, which consists of a
hospital with at least thirty (314) beds, I.Or patients with additional shell space sufficient to
expand to a total of sixty (60) beds,.
Phase 11 Coml2letion Date means the date as of which a certificate of occupancy,
whether final or temporary, has been issued by the City for all of the improvements
sin Phase 11 that are intended to be occupi,ed.
Phase, It Completion Deatiline means December 31, 2016.
Phase 11 Fort Worth Construction Commitment has the meaning, ascribed to it
in Section 4.8.2.
Phase 11 Fort Worth Construction Percent has the meaning ascribed to it in
Section 6.2.2.
Phase 11 M B.E Construction Commitment has the meaning ascribed to it in
Section 4.8.3.
Phase 11-M./WBE Construction Perce has the meaning ascribed to it in
Section 6.2.3.
'Phase 11 Personal Proper!y Commitment has the meaning ascribed to it in
Section 4.9.
Phase 11 Personal fro!:q Roort has the meaning ascribed I t to it in Section
4.10-3.
Program Grants means the annual economic development grants paid by the
City to Company in accordance with this Agreement and as part of the 380, Program.
Program Source Funds means the amount of ad valorem taxes on New Taxable
Tangible Personal Property that are received by the City during the Twelve-Month Period
ending on January 31 of the year in which a Program Grant is payable. The taxable
appraised value of such New Taxable Tangible Personal Property for any given tax year
will be established solely by the appraisal district that has j nrisdiction over the
Development Property at the time.
Records has the meaning ascribed to it in Section 4.11.
Supply and Service Expenditures means all expenditures by Company
expended directly -for the operation and maintenance of the Development, excluding
amounts paid for electric, gas, water and any other utility set-vices.
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Amendment No. I to Economic Development Program Agreement
between City of Fort Worth and Emergency Medical Center at Alliance
Term has the meaning, ascribed to it in Section 3.
Twelve-Month Period means the period between February I of a given year and
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January 3 1. of the foillowing year.
30 r rE,RM.
This Agreement shall be effective as of the date of execution by both parties (the
"Effective Date") and, unless terminated earlier pursuant to and 'in accordance with this
Agreement, shall expire on the date as of which the City has paid all Program Grants
required hereunder the "Term").
44, COMPANY OBLIGATIQNS AND COMMITMENTS.
...1 Real Pro perty Improvements for Phase 1.
4.1.1. In General.
By the Phase I Completion Date, Company shall have expended at
least Three Million T wo f4undred I'housand Dollars ($3,200,000.00) in
Construction Costs for Phase I of the Development. 'I"he Phase I
Completion Date must occur on or before the Phase I Completion
Deadline.
4.1.2. Construction S ending Commitment for Fort Worth
Companies.
By the Phase I Completion Date, Company shall have expended at
least thirty percent (30%) of all Construction Costs for Phase I of the
Development, regardless of the total amount of such Construction Costs,
with Fort Worth Companies (the "Phase I Fort Worth Construction
Commitment"').
4.1.3. C n ►tructlor ending Commitment for Fort Worth Certified
M/WBE Companies.
By the Phase I Completion Date, Company shall have expended at
least twenty-five percent (25%)l of all Construction Costs for Phase I of the
Development, regardless of the total amount of such Construction Costs,
with Fort Worth Certified M/WBE Companies (the, "Phase I NI/WBE
Construction Commitment").
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Amendment No. I to,Economic Development Program Agreement
between City of Fort Worth and Emergency Medical Center at Alliance
4.2. Personal Propertj Improvements for Phase I.
Company covenants and agree�s that New Taxable Tangible Personal
Property having a cost of at least Two Million Dollars ($2,000,000.00) shall be in
place on the Development Property by January 1, 2013 (the "Phase I Personal
Property Commitment"'), as verified on the basis of the Phase I Personal
Property Spending Report and confirmed in the Certificate of Completion for
Phase I issued pursuant to Section 5.
4,3* Overall Emplo, me,nt Commitment.
Beginning in calendar year 2012, and in each year thereafter during, the
Tenn of this Agreement, Company shall provide and have filled at least twenty
(20) Full-time Equivalent Jobs on all parts of the Development Property (the
,"Overall Employment Commitment"').,
4A, Fort Worth Employment Commitment.
Beginning in calendar year 2012, and in each year thereafter during the
Tenn of this Agreement, Company shall provide and have filled at least thirty
percent (30%) of all Full-time Equivalent Jobs on all parts of the Development
Property, regardless of the total amount of such Full-time Equivalent Jobs, with
Fort Worth Residents (the "'Fort Worth Employment Commitment").
4.5. Central Cl!j Employ ent Commitment.
Beginning in calendar year 20112, and in each year thereafter during the
Term of this Agreement, Company shall provide and have filled at least fifteen
percent (15%) of all Full-time Equivalent Jobs on all parts of the Development
Property, regardless of-the total amount of such Full-time Equivalent Jobs, with
Central City Residents (the "Central City Employment Commitment"). A
Full-time Equivalent Job held by a Central City Resident shall also count as a
Full-time Equivalent Job held by a Fort Worth Resident for purposes of the Fort
'Worth Employment Commitment.
4.6. Sup Z-1 9 10" 10,
, j2 and Service nipending uommitment for Fort Worth
Companies.
Beginning in calendar year 2012, and in each year thereafter during the
Tenn of this Agreement, Company shall annually expend at least Fifty Thousand
Dollars ($50,000.00) in Supply and Service Expenditures with Fort Worth
Companies (the "'Fort Worth Supply and Service Spending Commitment").
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Amendment Nol. I to Economic Development Program Agreement
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4.7. Sn l and Service Spending,,,Commitment for Fort Worth Certified.
MIW13E Coml2anjes.
Beginning in calendar year 2012, and in each year thereafter during the
Terms of this Agreement, Company shall annually expend at least Twenty-five
Thousand Dollars $25, 0.00 in Supply and Service Expenditures with Port
Worth Certified M/WB E Companies (the M/WBE Supply and Service
Spending Commitment").
4.8. Real Proper Improvements for Phase If
4.8.1. In General.
By the Phase TT Completion Tate, Company shall have expended at
lest Forty Million Dollars $40�,000�,000.00 in Construction Costs for
Phase TT of the Development. The Phase 11 Completion Date must occur
on or before the Phase 11 Completion Deadline.
4.8.2. Construction Spending Commitment itment for Fort Worth
o pia n es.
Date, Company
By t e Phase TT Completion sha.11 have expended at
least thirty percent 30% of all Construction Costs for Phase 11 of the
Development, regardless of the total amount of such Construction Costs,
with Fort Worth Companies (the "Phase se 11 Fort, Werth Construction
Commitment").
4.8.3. Construction S ending o it ent for Fort Worth Certified
M W E Companies,
By the Phase 11 Completion Date, Company shall have expended at
least twenty-five percent 25%) of all Construction Costs for Phase ll of
the Development, regardless of the total amount of such Construction.
Costs, with Fort Worth Certified E Companies (the "Phase ff
NMBE Construction Commitment")
4.9. Personal Pro er fm rovements for Phase ff.
Company covenants and agrees that New 'Taxable Tangible Personal
Property having a. cost of at least Twenty Million Dolls ($20,0001,000.00) shall
be in place on the Development t Propert ° by the later of January l of the first full
calendar year following the Phase lT Completion Date or ninety 01 calendar
days following the Phase 11 C'om letion Date, as verified on the basis of the Phase
ff Personal Property Spending Report and confirmed in in the Certificate of
Completion for Phase It issued pursuant to Section 5 (the "Phase ff Personal
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Amendment No.. t to Economic Development Program Agreement
ment
between City of Fort Worth and Emergency Medical Center at Alliance
Property Commitment"). New Taxable Tangible Personal Property that was in
place on the Development Property by January 1, 2013 and that was included in
the Phase I Personal Property Spending Report may be counted for purposes of
ascertaining attainment of the Phase H Personal Property Commitment only to the
extent that it was not counted for purposes or ascertaining attainment of the Phase
I Personal Property Commitment.
4.10. Re rts and Filings.
4.10.1. Monthly oins,t'ructioln Speoding Reports.
From the Effective Date until the Phase I Completion Date, and
from the date that Company obtains a building permit from, the City to
initiate construction of Phase 11 until the Phase 11 Completion Date,,
Company will provide the Director with a monthly report in a form
reasonably acceptable to the Director that specifically outlines the then-
current aggregate Construction Costs expended by and on behalf of
Company for the Phase in question, as well as the then-current aggregate
Construction Costs, expended by and on behalf of Company for the Phase
in question with Fort Worth Companies and Fort Worth Certified M/WBE
Companies. Company agrees to meet with the City's M/WBE Office and
Minority and Women Business Enterprise Advisory Committee as,
reasonably requested or necessary for assistance in meeting or exceeding
the Phase I M/WBE Construction Commitment and the Phase 11 NVWBE
Construction Commitment and to address any related concerns that the
City may have.,
4.1 0.2,. Final Construction Spending Rej2orts,
III i
Within sixty (610), calendar days, following the Phase I Completion
Date and following -the Phase 11 Completion Date, in order for the City to
assess whether Company satisfied the requirements of Sections 4.1.1,
4.1.2, and 4.1.3 (for Phase 1) and Sections 4.8.1, 4.8.2, and 4.8.3 for
Phase 11), Company will provide the Director with a report in a -form
reasonably acceptable to the Director that specifically outlines (i) the total
Construction Costs expended by and on behalf of Company for the Phase
in question, (ii), the total Construction Costs expended for the Phase in
question with Fort Worth Companies, and (iii) the total Construction Costs
expended for the Phase in question with Fort Worth Certified M/WBE
Companies, together with supporting invoices and other documents
necessary to demonstrate that such amounts were actually paid, including,
without limitation, final lien waivers signed by Company's general
contractor'.
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Amendment No. I to Economic Development Program Agreement
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4.101.3. Personal Proper
_q Spenuing ReportsS
By April 30, 2013, Company shall submit a report, in a form
reasonably acceptable to the Director, that lists the New Taxable Tangible
Personal Property that was installed on the Development Property between
the Effective Date and January 1, 2013, together with reasonable
supporting documentation concerning the 'Identification and cost
(including, 'Invoices and receipts) of such New Taxable Tangible Personal
Property (thee "Phase I Personal Property Report"). Within sixty 1(60)
calendar days following the later of'January I of the first full calendar year
following the Phase 11 Completion Date or one hundred fifty (15 0)
calendar days following the Phase 11 Completion Date, Company shall
submit a report, in a form reasonably acceptable to the Director,, that lists
the New Taxable Tangible Personal Property that was installed on the
Development Property between the Effective Date and the later of January
I of the first full calendar year following the Phase 11 Completion Date or
ninety (90) calendar days following the Phase 11 Completion Date,
together with reasonable supporting, documentation concerning the
identification and cost i ices and receipts of such New
I it invoices I
Taxable Tangible Personal Property (the "Phase 11 Personal Property
Report").
4.10.4. Annual Employment Report.
On or before February I of the year following the Completion Date
and of each year thereafter, in order for the City to assess the degree to
which Company met the Overall Employment Commitmem, the Fort
Worth Employment Commitment, and the Central City Employment
Commitment in the previous calendar year, Company shall provide the
Director with a report in a 1 n-n reasonably acceptable to the City that sets
forth the total number of individuals, Fort Worth Residents, and Central
City Residents who held Full-time, Equivalent Jobs on all parts of the
Development Property, all as of December I or such other date requested
by Company and reasonably acceptable to the City) of the previous year,
together with reasonable supporting documentation. This report will be
used by the City to determine if the Overall Employment Commitment,
the Fort Worth Employment Commitment, and the Central City
Employment Commitment were met In the previous calendar year.
Company will not be required to comply with this Section 4.10.4 to the
extent that Section 6.3 of this Agreement applies.,
4.10.5., Quarterly,Supp,ly and Service Spending Report.
Beginning with the first calendar quarter of the year following the
year in which the Completion Date occurred, within thirty (30) calendar,
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Amendment No,. I to Economic Development Program Agreement
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days following the end of each calendar quarter, Company will provide the
Director with a report in a form reasonably acceptable to the City that sets
forth the then aggregate Supply and Service Expenditures made during
such calendar as well as the then aggregate Supply and Service
Expenditures made during such calendar year with Fort Worth Certified
M/WBE Companies. The City will use each year's fourth quarter report
to determine if the Fort Worth Supply and Service Spending Commitment,
and the M/WBE Supply and Service Spending Commitment were met in
that calendar year. Company will not be required to comply with this
Section .1 .5 to the extent that Section 6.3 ®f this Agreement applies.
4.11. Audits.
The City will have the right throughout the Tenn to audit the financial and
business records of Company that relate to the Development and any other
documents necessary to evaluate Company's compliance with this Agreement or
with the commitments, set forth in this Agreement (collectively "Records").
Company shall make all Records available to the City on the Development
Property or at another location in the City acceptable to both parties, following
reasonab�le advance notice by the City and shall otherwise cooperate fully with the
City during any audit.
5, CERTIFICATES OF COMPLETION FOR DEVELOPMENT.
Within ninety (90) calendar days following the final construction spending report
and the final personal property spending report for Phase I or Phase 11, as required by
Section 4.1 0.2 and 4.10.3, respectively, and assessment by the City of the information
contained therein if the City is able to verify that (i) as to Phase 1, Construction Costs of
at least Three Million Two Hundred Thousand Dollars ($3,2001,0100.001) were expended
-for Phase I by the Phase I Completion Date, that the Phase I Completion Date occurred
on or before the Phase I Completion Deadline, and that New Taxable Tangible Personal
Property having a cost of at least "rwo Million Dollars ($2,000,000.+ 0) was in place on
the Development Property by January 1, 2013 (as determined on the basis of the Phase I
Personal Property Report), and (11) as to Phase 11, Construction Costs of at least Forty
Million Dollars ($1401,0 , 0.010) were expended for Phase 11 by the Phase II Completion
Date, that the Phase It Completion Date occurred on or before the Phase 11 Completion
Deadline, and that New Taxable Tan ible Personal Property having a cost of at least
Twenty Million Dollars ($20,000,000.00), excluding any New Taxable Tangible Personal
Property that was counted for purposes of the Phase I Personal Property Commitment,
was in place on the Development Property by the Phase 11 Completion Deadline as
determined on the basis of the Phase 11 Personal Property Replort), the Director will issue
Company a certificate stating the amount of Construction Costs expended on the Phase in
question, including amounts expended for such Phase specifically with Fort Worth
Companies and with Fort Worth Certified M/WBE Companies, the specific Completion
Date for the Phase in question, and a certificate verifying attainment of the Personal
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Amendment No. I to Economic Development Program Agreement
between City of Fort Worth Inc,Emergency Medical C.enter at Alliance
Property Commitment for the Phase in question each a "Certificate of Completion").
The information verified and set forth in the Certificate of Completion 'Issued for Phase I
will be used as the basis to determine compliance with the requirements of Section 4.1.1,
the extent to which the Phase I Fort Worth Construction Commitment and the Phase I
M/WBE Construction Commitment were met, and whether the Phase I Personal Property
Commitment was met. The information verified and set forth in the Certificate of
Completion issued for Phase tl will be used as the basis to determine, compli ance with the
requirements, of Section 4.8.1, the extent to which the Phase 11 Fort Worth Construction
Commitment and the Phase 11 M/WBE Construction Commitment were met, and whether
the Phase 11 Personal Property Commitment was met.
6. PROGRAM GRANTS,.
Company will be entitled to receive annual Program Grants from the City solely
in accordance with all the provisions of this Section 6. As more specifically set forth
herein, if Company completes Phase I by the Phase I Completion Deadline and meets the
Phase I Personal Property Commitment, Company will be entitled to receive ten (10)
annual Program Grants, payment of which will begin in 2013 and end in 2022. Program
Grants payable from 2013 until the year in which the Phase 11, Completion Date occurs or
20,1 6, whichever year is earlier, will be calculated in accordance with Section 6.1. The
number and method of calculating all remaining Program Grants depends on whether
Company completes Phase 11 by the Phase 11 Completion Deadline and meets the Phase 11
Personal Property Commitment. If Company does, not complete Phase 11 by the Phase 11
Completion Deadline or does not meet the Phase 11 Personal Property Commitment, then
beginning, in 2017 the amounts of the remaining six (6) annual Program Grants that
Company is entitled to receive will be reduced in accordance with the calculation set
forth in Section ►.3. On the other hand if Company does complete Phase 11 by the Phase
11 Completion Deadline and does, meet the Phase 11 Personal Property Commitment, then
the time frame during, which Company is entitled to receive annual Program Grants will
be extended to expire in the tenth (10th) year following the Phase 11 Completion Date,
and Program Grants payable in the year following the Phase 11 Completion Date and each
year thereafter will be calculated in accordance with Section 6.2.
a '0
6.1. Prior to Compie tion of Phase 11.
Provided that (i) by the Phase I Completion Date, Company expended at
least Three Million Two Hundred Thousand Dollars ($3,2.00,0+ 0.00) in
Construction Costs for Phase I of the DevelopmenV (1i) the Phase I Completion
Date occurred on or before the Phase I Completion Deadline; and (iii) Company
met the Phase I Personal Property Commitment, all as verified in the Certificate
of Completion for Phase I issued pursuant to Section 5, and subject to all other
terms and conditions of this Agreement, Company will be entitled to receive from
the City annual Program Grants beginning in 2.013 and ending in the earlier of the
year in which the Phase 11 Completion Date occurs or 2016 (which is the year in
1111
which the Phase, 11 Completion Deadline will occur). The amount of each such
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Amendment No. I to Economic Development Program Agreement
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Program Grant shall equal the sum of the Base Grant Percentage plus the Phase I
Fort Worth Construction Percentage, the Phase I M/WBE Construction
Percentage, the Overall Employment Percentage, the Fort Worth Employment
Percentage, -the Central City Employment Percentage, the Fort Worth Supply and
Service Percentage, and the M/WBE Supply and Service Percentage,, as defined in
Sections 6-1.2, 6-13 6.1.4, 6.1-51 6.1.61 6.1-7, and 6.1.8, respectively, multiplied
by the Program Source Funds available for that Program Grant.
6.1.1. Base Grant Percentage (40%),.
Each annual Program Grant payable by the City to Company Pram
2013 until the year in which the Phase 11 Completion Date occurs or 2016,
whichever is earlier, shall include the Base Grant Percentage of forty
percent (40%).
6.1.2. Phase I Fort Worth Construction Percentage (10%),,.
Each annual Program Grant payable by the City to Company from
2013 through the year in which the Phase 11 Completion Date occurs or
2016, whichever 'is earlier,, shall include an amount that is based on
Company's compliance with the Phase I Fort Worth Construction
Commitment', as outlined in Section 4.1.2 (the "Phase I Fort Worth
Construction Percentage"). If Company met the Phase I Fort Worth
Construction Commitment, the Phase I Fort Worth Construction
Percentage applicable to all Program Grants payable from 2013 through
the year in which the Phase 11 Completion Date occurs or 2016, whichever
is earlier, shall equal ten percent ( . 'If Company 'failed to meet the
Phase I Fort Worth Construction Commitment, the Phase I Fort Worth
Construction Percentage applicable to all Program Grants payable from
2013 through the year in which the Phase 11 Completion Date occurs or
2016, whichever is earlier, shall equal zero percent (0%).
6.1.3. Phase I M/WBE Construcfion Percentage (5%).
Each annual Program Grant payable by the City to Company from
2013 through the year in which the Phase 11 Completion Date occurs or
2016, whichever is earlier, shall include an amount that is based on
Company's compliance with the Phase I M/W Construction
Commitment, as outlined in Section 4.1.3 (the "Phase I M/WBE
Cons,tructl'on Percentage"). If Company net the Phase I M/WBE
Construction Commitment, the Phase I M/WBE Construction Percentage
applicable to all Program Grants payable from 2013 through the year in
which the Phase 11 Completion Date occurs or 2016, whichever is earlier,
shall equal five percent (5%). If Company failed to meet the Phase I
M Construction Commitment, the Phase I M/WBE Construction
Percentage applicable to all Program Grants payable from 2013 through
Page 14
Amendment No. I to Economic Development Program Agreement
between City of Fort Worth and Emergency Medical Center at Alliance
the year in, which the Phase 11 Completion Date occurs or 20 16, whichever
is earlier, shall equal zero percent (0%:).
6.1.4. Overall Emplo men t Commitment
Each annual Program Grant payable from 2013 through the year in
which the Phase It Completion Date occurs or 2,016, whichever is earlier,
shall include an amount that is based on Company's compliance with the
Overall Employment Commitment, as outlined in Section 4.3 (the
Overall Employment Pere e,n ta ge":). If Company meets the Overall
Employment Commitment in a liven calendar year, the Overall
Employment Percentage applicable the Program Grant payable in the
f I wi
0 H in year shall equal five percent (5%). If Company falls to meet the
Overall Employment Commitment in any given year, the Overall
Employment Percentage applicable to the Program Grant payable in the
following year shall equal zero percent (0%).
6.1.5. Fort Worth Employment Commitment
Each annual Program Grant payable from 2013 through the year in
which the Phase 11 Completion Date occurs, or 2 16, whichever is earlier,
0,
shall include an amount that is based on Com pan y"s compliance with the
Fort Worth Employment Commitment, as outlined In Section 4.4 (the
"Fort Worth Employment Percentage"). If Company meets, the Fort
Worth Employment Commitment in a given calendar year, the Fort Worth
Employment Percentage! applicable to the Program Grant payable in the
following year shall equal five percent (5%). If Company falls to meet the
Fort Worth Employment Commitment 'in a given year, the Fort Worth
Employment Percentage applicable to the Program Grant payable in the
following year shall equal zero percent (0%).
6.1.6. Central City Employment Commitment
Each annual Program Grant payable from 2013 through the year in
which the Phase 11 Completion Date occurs or 2016, whichever is earlier,
shall include an amount that is, based on Company's compliance with .the
Central City Employment Commitment, as outlined in Section 4.5 (the
"Central City Employment Percent ag,e" . If Company meets the
Central City Employment Commitment in a given calendar year, the
Central City Employment Percentage applicable to the Program Grant
payable in the following year shall equal five percent (5%). If Company
fails to meet the Central City Employment Co fitment in a given year,
the Central City Employment Percentage applicable to the Program Grant
payable in the following year shall equal zero percent (0%).
Page 15
Amendment No. I to Economic Development Program Agreement
between City of Fort Worth and Emergency Medical Center at Alliance
6.1.7. Fort Worth Supply and ServiceSpending(5%, .
Each annual Program Grant payable from 20131 through the year in
which the Phase 11 Completion Date occurs or 2016, whichever is earlier,
shall include an amount that is based on Company's compliance with the
Fort Worth Supply and Service Spending, Commitment,, as outlined in
Section 4.6 (the "Fort Worth Supply and Service Spending
Percentage"). If Company meets the Fort Worth Supply and Service
Spending Commitment in a given calendar enuar year, the Fort Worth Supply
and Service Spending, Percentage applicable to the Program Grant payable
in the following year shall equal five percent (5%). if Company fails to
meet the Fort Worth Supply and Service Spending Commitment in a given
calendar year, the Fort Worth Supply and Service Spending, Percentage
applicable to the Program Grant payable in the following year shall equal
zero percent (0%).
6.1.8. Fort Worth N11WBE Supply and Service Spending,(5%).
Each annual Program Grant payable from 2013 through the year in
which the Phase 11 Completion Date occur's or 2016, whichever is earlier,
shall include an amount that is based on Company's compliance with the
MJWBE Supply and Service Spending Commitment,, as outlined in
Section 4.,7 (the I'M/WBE Supply and Service Percentage"). If
Company meets the M/WBE Supply and Service Spending Commitment
in a given calendar 'year, the M/WBE Supply and Service Spending
Percentage applicable to the Program Grant payable in the following year
shall equal five percent (5%). If Company falls to meet the M/WBE
Supply and Service Spending Commitment in a given calendar year, the
M/WBE Supply and Service Spending Percentage applicable to the
Program Grant payable in the following year shall equal zero percent
(0%).
6.2., Following Completion of Phase 11.,
Provided that (1) by the Phase 11 Completion Date, Company expended at
least Forty Million Dollars ($40,000,000,00) in Construction Costs for Phase 11 of
the Development'; (11), the Phase, 11 Completion Date occurred on or before the
Phase 11 Completion Deadline; and (ill) Company met the Phase 11 Personal
Property Commitment, all as verified in the Certificate of Completion for Phase 11
issued pursuant to Section 5, and subject to the other terms and conditions of this
Agreement, Company will be entitled to receive annual Program Grants
hereunder through the tenth (10th) year f6l1owing the year in which the Phase 11
Completion Date occurs. The amount of each Program Grant payable by the City
to Company from the first year following the year in which the Phase 11
Completion Date occurs until the tenth (I Oth) year following the year in which the
Page 16
Amendment No,, I to Economic Development Program Agreement
between City "Fort Worth and Emergency Medical Center at Alliance
Phase 11 Completion Date occurs shall equal the sum of the Base Grant
Percentage plus the Phase 11 Fort Worth Construction Percentage, the Phase 11
M/WBE Construction Percentage,, the Overall Employment Percentage, the Fort
Worth Employment Percentage, the Central City Employment Percentage, the
Fort Worth Supply and Service Percentage, and the N41WBE Supply and Service
Percentage, as defined in Sections 6.2.2, 6.2.3, 6.2.4, I 6,.2.5, 6.2.6, 6.2.7, and 6.2.8,,
respectively, multiplied by the Program Source Funds available or that Program
Grant.
6.2.1. Base Grant Percentage (401%),,
Each annual Program Grant payable by the City to Company in the
first year following the year in which the Phasle 11 Completion Date occurs
until the tenth (10th) year following the year in which the Phase 11
Completion Date occurs shall include the Base Grant Percentage of forty
percent (40%).
6.2.2. Phase 1C _Fort Worth Construction Percentage UO%).
Each annual Program Grant payable by the City to, Company in the
first year following the year in which the Phase 11 Completion Date occurs
until the tenth C 1 nth) year following the year in which the Phase 11
Completion Date occurs shall include an amount that is based on
Company's compliance with the Phase 11 Fort Worth Construction
Commitment, as outlined in Section 4.8.2 (the ""Phase 11 Fort Worth
Construction Percentage"). If Company met the Phase 11 Fort Worth
Construction Commitment, the Phase 11 Fort Worth Construction
Percentage applicable to all Program Grants payable in the first year
following the year in which the Phase 11 Completion 'Date occurs until the
tenth (10th) year following the year in which the Phase 11 Completion
Date occur's shall equal ten percent (10%),. If Company failed to meet the
Phase 11 Fort Worth Construction Commitment, the Phase 11 Fort Worth
Construction Percentage applicable to all Program, Grants payable in the
first year following the year in which the Phase 11 Completion Date occurs
until the tenth (10th) year following the year in which the Phase 11
Completion Date shall equal zero percent (0%), regardless of whether
Company met the Phase I Fort Worth Construction Commitment.
6.2.,3. Phase 11 M/WBE Construction Percentage (5%).
Each annual Program Grant payable by the City to Company in the
frst year following the year in which the Phase 11 Completion Date occurs
until the tenth (10th) year following -the year in which the Phase 11
Completion Date occurs shall include an amount that is based on
Company's compliance with the Phase 11 BE Construction
Commitment, as outlined in Section 4.8.3 (the "Phase 11 M/WBE
Page 17
Amendment No. I to Economic Development Program Agreement
between,City of Fort Worth and Eniergency Medical,Center at Alliance
Cons,truct on Percentage"). If Company met the Phase 11 M/WBE
Construction Commitment, the Phase 11 M/WBE Construction Percentage
applicable to all Program Grants payable in the first year following the
year in which 'the Phase 11 Completion Date occurs until the tenth (10th)
year following the year in which the Phase 11 Completion Date occurs
shall equal five percent (5%). If Company failed to meet the Phase 11
M/WBE Construction, Commitment, the Phase 11 M/WBE Construction
Percentage applicable to all Program Grants payable from and after the
first year following the year in which the Phase 11 Completion Date occurs
until the tenth (10th) year following the year in which the Phase 11
Completion Date occurs shall equal zero percent (0%,), regardless of'
whether Company met the Phase I M/WBE Construction Commitment.
6.2.4. Overall Em to men t Co�mmietment 0
Each annual, Program Grant payable in the first year following the
year in which the Phase 11 Completion Date occurs until the tenth (10th)
year following the year In which the Phase 11 Completion Date occurs
shall include the Overall Employment Percentage., If Company meets the
Overall Employment Commitment in a given calendar year, the Overall
Employment Percentage applicable -the Program Grant payable in the
following year shall equal five percent (5%). If Company falls to meet the
Overall Employment Commitment in any given year, the Overall
Employment Percentage applicable to the Program Grant payable 'in the
following year shall equal zero percent (0%).
6.2.5. Fort Worth Employment Commitment
Each annual Program Grant payable in the first year following the
Phase 11 Completion Date until the tenth (I Oth) year following the Phase 11
Completion Date shall include the Fort Worth Employment Percentage. If
Company meets the Fort Worth Employment Commitment in a gi,ven
calendar year, the Fort 'Worth Employment Percentage applicable to the
Program Grant payable in the following year shall equal five percent (5%).
If Company falls to meet the Fort Worth Employment Commitment in a
gi ven year, the Fort Worth Employment Percentage applicable to the
Program Grant payable In the following year shall equal zero percent
(0%).
6.2.6. Central Ci Employ ent Commitment
Each annual Program Grant payable in the first year following the
Phase 11 Completion Date until the tenth (I Oth) year following the Phase 11
Completion Date shall include the Central City Employment Percentage.
If Company meets the Central City Employment Commitment in a given
calendar year, the Central City Employment Percentage applicable to the
Page 18
Amendment No., I to Economic Development Program Agreement
between City of Fort Worth and Emergency Medical Center at Alliance
1`rogram, Grant payable in the following year shall equal five percent (5%).
If Company fails, to meet the Central City Employment Commitment in a,
given year,, the Central City Employment Percentage applicable to the
Program Grant payable in the following, year shall equal zero percent
(0%).
6.2.7. Fort Worth Sri V and Service Sp
.�ndjng,1_5%).
Each annual Program Grant payable in the first year following the
Phase 11 Completion Date until the tenth (I Oth) year following the Phase 11
Completion Date shall include the Fort Worth Supply and Service,
Spending Percentage. If Company meets the Fort Worth Supply and
Service Spending Commitment in at given calendar year, the Fort Worth
Supply and Service Spending Percentage applicable to the Program Grant
payable in the following year shall equal five percent (5%). If Company
1"ails, to meet the Fort Worth Supply and Service Spending Commitment in
a given calendar year, the Fort Worth Supply and Service Spending
Percentage applicable to the Program Grant payable in -the following year
shall equal zero percent (0%).
6.2.8. Fort Worth M/WBE SuppI3: and Service Spending (5%1,,,
Each annual Program Grant payable in the first year following -the
Phase 11 Completion Date until the tenth (10,1h) year following the Phase 11
Completion Date shall include the M/WBE Supply and Service Spending
Percentage. If Company meets the M/WBE Supply and Service Spending
Commitment in a given calendar year, the M/WBE Supply and Service
Spending Percentage applicable to the Program Grant payable in the
following year shall equal five percent (5%). If Company fails to meet the
M/WBE Supply and Service Spending Commitment in a given cal, ndar
year, the M/WBE Supply and Service Spending Percentage applicable to
the Program Grant payable in the following year shall equal zero percent
( �.
6.3. Calculafion of Each P"r yam Grant if'Phase It Not Completed,
Subject to the terms and conditions of this Agreement, and
notwithstanding anything to the contrary herein, if Company completes Phase I in
accordance with this Agreement and is eligible to receive Program Grants paid
pursuant to Section 6.1 of this Agreement, but (1) Company fails by the Phase 11
Completion Date to have expended at least Forty Million Dollars
($40,000,000.00) in Construction Costs for Phase 11 of the Development; (ii) the
Phase 11 Completion Date does not Occur on or before the Phase 11 Completion
Deadline, or (iii) the Phase 11 Personal Property Commitment is not met, then
beginning in 2017 the amount of each of the remaining six (6) annual Program
Grants that Company is entitled to receive hereunder will be reduced to equal
Page 19
Amendment No. I to Economic Development Program Agreement
between City of Fort,Worth and Emergency Medical Center at Alliance
only the Base Grant Percentage multiplied by the Program Source Funds available
for that Program Grant. In this event, Company shall no longer be subject to the
Overall Employment Commitment, the Fort Worth Employment Commitment,
the Central City Employment Commitment, the Fort Worth Supply and Service
Spending Commitment, or the M/WBE Supply and Service Spending
Commitment.
6.4. No Offsets.
A deficiency in attainment of one commitment may not be offset by the
exceeding attainment in another commitment. For example, if in a given year
Company failed, to meet the Central City Employment Commitment by six (6)
Full-time Equivalent Jobs, but exceeded the Fort Worth Employment
Commitment by six (6), Full-time Equivalent Jobs, the Central City Employment
Percentage applicable to the Program Grant payable in the following, year would
still be zero percent (0%) on account of Company's failure to meet the Central
ti
City Employment Commitment.
6.5. Deadline for Payments and Source of Funds.
The first Program Grant payable hereunder shall be paid by the City on or
before June 1. 2,013. Each subsequent annual Program Grant payment will be
made by the City to Company on or before June I of the year in which such
payment is due. It is understood and agreed that all Program Grants paid pursuant
to this Agreement shall come from currently available general revenues of the
City and not directly from ad valorem taxes on New Taxable Tangible Personal
Property that are received by the City. Company understands and agrees that any.
revenues of the City other than those dedicated for payment of a given annual
Program Grant pursuant to and in accordance with this Agreement may be used
by the City for any lawful purpose that the City deems necessary in the carrying
out of its business as a home rule municipality and will not serve as the basis for
calculating the amount of any future Program Grant or other, obligation to
Company.
7. ADD11TIONAL 380 PROGRAM BENEFITS.
7.1. Waiver of Certain Fees.
Company and its contractors will be required to apply for and receive all
permits and other licenses and certificates required by -the City with respect to
construction of the Required, Improvements. However, as further consideration
for the public purposes that will be achieved from construction of' the
Development and as part of the 380 Program hereunder, unless otherwise
prohibited by applicable law, ordinance, rule or regulation,, the City agrees to
waive the following fees related to the Development that would otherwise be
Page 20
Amendment No. I to Economic Development Program Agreement
between City of Fort Worth,and Emergency Medical Center at Alliance
charged by the City at any time prior to the Phase 11 Completion Deadline-, (1) all
building permit, p plan review inspection, and r�e�-inspection fees; (I'l) all zoning
fees; (110 all temporary encroachment fees; (lv) all platting tees, and (v) all fire,
sprinkler, and alarm permit fees. All other fees charged or assessed by the City in
accordance with applicable federal, state and local laws, ordinances, rules and
regulations, including, but not limited to, transportation impact fees and water and
sewer impact fees,, are not waived hereunder and shall be fully payable by
Company and its contractors.
7.2. Enterprise Pr2lect Designation.
The City will nominate the Development as an enterprise project subject
and pursuant to and in accordance, with the Texas Enterprise Zone Act, Chapter
2303, Subchapter F of the Texas Government Code. Company understands and
agrees that the City does not warrant and cannot guarantee such designation by
the State of Texas.
8. DEFAULT.,TERMINATION AND FAILURE BY COMPANY TO MEET'
VARIOUS DEADLINES AND COMMITMENTS.
8-19 Failure to Complete Phase I or Meet Personal Pr rtv Commi"tmcent'
Notwithstanding anything to the contrary herein, the City shall have the
right to terminate this Agreement by providing written notice to Company without
further obligation to Company hereunder if (1) Company falls to expend at least
Three 'Million Two Hundred Thousand Dollars ($3,200,000.010) in Construction
Costs for Phase 1, as verified in the Certificate of Completion issued for Phase I
pursuant to Section 5- (11) the Phase I Completion Date does not occur by the
Phase I Completion Deadline, as verified in the Certificate of Completion issued
for Phase I pursuant to Section 5-1 or (ill) the Phase I Personal Property
Commitment, as outlined in Section 4.2, is not met.
Ot
8.2. Failure to Pay CitV Taxes.
An event of default shall occur under this Agreement if any City, taxes
owed on the Development Property by Company or an Affiliate or arising on
account of Company's or an, Affiliate's operations on the Development Property
become delinquent and Company or the Affiliate does not either pay such taxes or
properly follow the legal procedures for protest and/or contest of any such taxes.
In this event, the City shall notify Company in writing and Company shall have
thirty (3 0) calendar days to cure such default. If the default has not been fully
cured by such time, the City shall have the right to terminate this Agreement
immediately by providing, written notice to comp and shall have all other
rights and remedies that may be available to it under the law or in equity.
Page 21
Amendment No, I to Economic Development P'rogrwn Agreement
between City of Fort Worth,and Emergency Medical "enter at Alliance
8-3. Violations of Citv Code, State or Federal Law,
An event of default shall occur under this Agreement "if any written
citation is issued to Company or an Affiliate due to the occurrence of a violation
of a material provision of the City Code on the Development Froperty or on or
within any improvements thereon (including, without Jimitation, any violation of
the City's Building or Fire Codes and any other City Code violations related to,
the environmental condition of the Development, Property; the environmental
condition other land or waters which is attributable to operations, on the
Development Property; or to matters concerning, the public health, safety or
welfare) and such citation is not paid or the recipient of such citation does not
properly follow the legal procedures for protest and/or contest of any such
citation. An event of default shall occur under this Agreement if the City is
notified by a governmental agency or unit with appropriate Jurisdiction that
Company or an Affiliate, or any successor in interest thereto- any third party with
access to the Development Property pursuant to the express or 'Implied permission
of Company or an Affiliate, or any a successor in interest thereto; or the City (on
account of the Development or the act or omission of any party other than the
City on or after the Effective Date of this Agreement) is in violation of any
material state or federal law, rule or regulation on account of the Development
Property, 'improvements on the Development Property or any operations thereon
(including, without limitation, any violations related to the environmental
condition of the Development Property; the environmental condition other land or
waters which is attributable to operations, on the Development Property; or to
matters concerning the publichealth, safety or welfare). Upon the occurrence of
such default, the City shall notify Company in writing and Company shall have 0)
thirty (30) calendar days to cure such default or (11) 'if Company has diligently
pursued cure of the default but such default is not reasonably curable within thirty
(3o') calendar days, then such amount of time that the City reasonably agrees is
necessary to cure such default. If the default has not been fully cured by such
time, the City shall have the right to tern ninate this Agreement immediately by
providing written notice to Company and shall have all other rights and remedies
that may be available to under the law or in equity.
8.4. No Default for Failure to Meet Certain Construction Sws pending,
Employment or Supply and Service Spending ommitments.
If Company falls to meet the Phase I Fort Worth Construction Spending
Commitment, the Phase I M/WBE Construction Spending Commitment, the
Phase 11 Fort Worth Construction Spending Commitment, or the Phase 11 M/W
Construction Spending Commitment, or in any 9 iven year fails to meet the
Overall Employment Commitment, the Fort Worth Employment Commitment',
the Central City Employment Commitment, the Fort Worth Supply and Service
Spending Commitment, or the M/WBE Supply and Service Spending
Commitment, such failure shall not constitute a default hereunder or provide the
City with the rig this to, terminate ths Agreement, but, rather, shall only cause the
Page 22
Amendment No. I to Economic Development Program Agreement
between C i ty o f Fort"earth and Emergency M ed icai Center at Al Bane ian cc
amount of the Program Grant that the City is required to pay in the following year
to be reduced in accordance with this Agreement.
8.5. 'allure to Submit RE ports,
If Company falls, to submit any report required by and in accordance with
Section 4.,10, the City's obligation to pay any Program Grants at the time, if any,
shall be suspended until Company has provided all required reports. provided,
however, that if any report required hereunder is delinquent by more than one (1)
Fear, Section 8.6 shall apply.
8.6. General Breach,
Unless stated elsewhere in this Agreement, Company shall be in default
under this Agreement if Company breaches any term or condition of this
Agreement. In the event that such breach remains uncured after thirty (30)
calendar days following receipt of written notice from the City referencing this
Agreement (or, if Company has diligently and continuously attempted to cure
following receipt of such written notice but reasonably requires, more than thirty
(30) calendar days to cure.) then such additional amount of time as is reasonably
necessary to effect cure, as determined by both parties mutually and in good
faith), the City shall have the right to terminate this Agreement 'Immediately by
providing written, notice to Company.
9. INDEPENDENT' C'ONTRACTOR.
It is expressly understood and agreed that Company shall operate as an
independent contractor in each and every respect hereunder and not as an agent,
representative or employee of the City. Company shall have the exclusive right to
control all details and day-to-day operations relative to the Development Property and
any improvements, thereon and shall be solely, responsible for the acts and omissions of
its officers, agents,, servants, employees, contractors, subcontractors, licensees and
invitees. Company acknowledges that the doctrine of respondeal sup�er,ior will not apply
as between the City and Company, its officers, agents, :servants, employees, contractors,
subcontractors, licensees, and invitees. Company finiher agrees that nothing in this
Agreement will be construed as the creation of a partnership or joint enterprise between
the City and Company.
10. INDEMNIFICATION,
COMPANY, AT NO COST TO THE CITY
.. AGREES TO DEFEND,
INDEMNIFY AND HOLD; THE CITY, ITS OFFICERS, AGENTS SERVANTS AND
EMPLOYEES, HARMLESS AGAINST ANY AND ALL CLAIMS., LAWSUITS,
ACTIONS, COSTS AND EXPENSES OF ANY KIND, INCLUDING, BUT NOT
Page 23
Amendment No. I to Economic Development Program Agreement
between City of Fort rth and Emergency Medical Center at Alliance
r
LIMITED TO, THOSE FOR PROPERTY DAMAGE OR LOS (INCLUDING
ALLEGED EGGED A E OR LOSS TO COMPANY S BUSINESS AN ANY
RESULTING LOST PROFITS) ANDIOR PERSONAL INJURY, INCLUDING
EA.TH, THA T AM Y SEA TE T , ANISE OUT OF OR BE OCCASIONED,E B Y i
COMPANY'S BREACH OF ANY OF THE TERMS PR OJ S OF THIS
A G..REEM N: R i ANY NEGLIGENT ACT OR OMISSION OR INTENTIONAL
MISCONDUCT OF COMPANY, ITS OFFICERS, AGENTS, ASSOC1ATES,
EMPLOYEES, CONT T RS (OTHER THAN THE CITI) OR
SUBCONTRACTORS, RELATED TO THE DE EL P AND ANY
OPERATIONS AND A C TI TIE N THE DEVELOPMENT ENT PROPERTY OR
OTHER .SSE TO THE PERFORAM NCE OF THIS A GREEM ':T.
11. NOTICES,
All written notices called for or required by this Agreement shall be addressed to
the following, or such other party or address either party designates in writing, by
erti red mail, postage prepaid, or by hand delivery:
C1 Company*
City o fort Worth 41 � C-)Aa
Attn: City Manager Attn--
" ±jLi �
000 .roc Orton CMICAAvto
Fort Worth TX 7'61012 K)DAh 0-CAA*j('\A q .
with copies with a copy to.
the City Att+mey and
Economic/Community Development
Director at the same address
,2. ASSIGNMENT AND SUCCESSORS.
Company may at any time . si
y gn, transfer or otherwise convey any of its rights or
obligations under this Agreement to are Affiliate without the approval of the City so long
as Company, the Affiliate and the City first execute an, agreement under which the
Affiliate agrees to assume and be bound by all covenants and obligations of Company
under this Agreement. Otherwise, Company y may not assign, transfer or otherwise convey
any of its rights or obligations a der this Agreement to any other person or entity without
the prior consent s rrt the, City Cotmcil, which consent shall not be unreasonably withheld,
conditioned on (1) the prig approval of the assignee or successor and a finding by the City
Council that the proposed assignee or successor is financially capable of meeting the terms,
and conditions of this Agreement and ii prior execution by the proposed assignee or
Page
Amendment No. i to Economic mic Development Program Agreement
between City f Fort Worth and Emergency Medical Center at Alliance
successor of a written agreement with the City under which the proposed assignee or
successor agrees to assume and be bound by all covenants and obligations, of Company
under this Agreement. Any attempted assignment without the City Councills prior consent
shall constitute grounds for termination of this Agreement following ten (10) calendar days
of receipt of written notice from the City to Company. Any lawful assignee or successor in
interest of Company of all rights under this Agreement shall be deemed "Company" for all
purposes tinder this Agreement.
13, COMPLIANCE W1r U"H LAWS, ORDINANCE,S�, RULES AND
REGULATIONS.
Thi's Agreement will be subject to all applicable federal, state and local laws,
ordinances, rules and regulations, including, but not limited to, all provisions of the
City's Charter and ordinances, as amended.
14, GOVERNMENTAL POWERS.
it is understood that by execution ofthis Agreement, the City does not waive or
surrender any of it governmental powers or immunities.
15. NO WAIVER.,
r, he failure of either party to ins,ist upon the performance of any term or provision
of this Agreement or to exercise any right granted hereunder shall not constitute a waiver
of that party's right to insist upon appropriate performance or to assert any such right on
any future occasion.
16. VENUE AND JURISDICTION,
If any action, whether real or asserted, at law or in equity, arises on the basis of
any provision of this, Agreement, venue for such action shall lie in state courts located in
Tarrant County, Texas or the United States District Court for the Northern District of
'Texas — Fort Worth Division. This Agreement shall be construed in accordance with the
laws of the State of Texas.
17. NO,THIRD PARTY RIGHTS.
The provisions and conditions of this Agreement are solely for the benefit of the
City and Company, and any lawful assign or successor of Company, and are not intended
to any other person or entity.
to create any rights, contractual or otherwise.,
Page 25
Amendment No, I to Economic Development Program Agreement
bet,we n City of Fort Worth and Emergency Medical,Center at Alliance
. ...........................
181 FORCE A U
It is expressly understood and agreed by the parties to this Agreement that if the
performance of any obligations hereunder is delayed by reason of war, civil commotion,
acts of God, inclement weather, or other circumstances h cl are reasonably beyond the
control of the party obligated or permitted ender the terms of this Agreement to do or
perform the same, regardless of whether any such circumstance is similar to any of'those
enumerated or not, the party so obligated or permitted: shall be excused from doing or
performing the same during each period of' delay, so that the time period applicable to
such design or construction requirement shall be extended for a period of time equal to
the period such party was delayed. Notwithstanding anything to the contrary herein, it is
specifically un .erstot d and agreed that Company's failure to obtain adequate financing
cir
to complete the a Phase Development by the Completion Deadline for that Phase se sh .11
not be deemed to be an event of force rr ajeure and that th.,is Section 18 shall not operate
to extend the Phase f Completion Deadline or Phase ff Completion Deadline in such an
event.
19, INTERPRETATION,
In the event of any dispute over the meaning or application of any provision of
this Agreement, this Agreement shall be interpreted fairly and reasonably, and neither
more strongly for or against any party, regardless of the actual drafter of this Agreement.
20. CAPTIONS.1
Captions and headings used in this Agreement are for reference purposes only and
shall not be deemed a part of this Agreement.
210 SEVERABILITIY.,.
If any prevision 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.
2 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 Company, and any lawful 1 assign and successor of Company, 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. Notwithstanding any-thing to the contrary herein, this Agreement shall not be
Page 2
Amendment No. I to Economic Development Program Agreement
between City off:Fort Worth and Emergency Medical Venter at Alliance
amended unless executed 'in writing by both parties and approved by the City Council of
'the, City in an open meeting, held in accordance with Chapter 551 of the Texas
Government Code.
239 COUNTERPARTS.
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 as of the last date indicated below, but to be effective as of
December 20, 2010 (the Effective Date of CSC No. 41267):
CITY F' FORT' WORTH, COLUMBIA NORTH HILLS
HOSPITAL SUBSIDIARY, L.P., a
Texas limited partnership doing business,
as Emergency Medical Center at
Alliance:
By-,Columbia North Texas Subsidiary
GP, LLC, a Texas limited liability
company its sole general partner:
41
By: By
Fernando Costa Name,.,
V
Assistant City Manager 7'1 We.' CEC)
Date:— Date
APPROVED AS TO F'ORM AND LEGALITY-.
1001 It
By
Peter Vaky
Deputy City Attorney
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Amendment No. I to Economic Development Program Agreement CI,TY SECRETARY
between City of Fort Worth and Emergency Medical Center at Alliance no WRTH, TX
I.E.X H I B I T S
"All—Description and Map Depicting the Development Property,
"B"—Map of'Central City
Amendment No. I to Economic Development Program Agreement
between City of Fort Worth and Brand Emergency Medical Center at Alliance
. �
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Exhibit A
0"N' a tract of land s*tuatcd bi tho M11"am McOriwen Survey, Abst=t Number 999, Chy of
Fod Worth,Tan=t County.Texas,and being,a 130131on orTracts 1,2 and 3 of tho-5o truc U of land
conveyed to AIL Investmcnt, Inc.by dead recordedin Volume 14315, Pago 56 of Dead Records,
Tarrant County, re parl"cularly describcd by,rnctes and bounds as ' Rows:
COMMENCING at a Texas Dcuatiment of Transportation brass d1sk in concrete, round at the
Southwest comer of Tract 8 of(ho5c tracts of)wW conveyed to AIL Investment, Inc. by deed
r=ordcd in Volume 14315, Page 56 of Deed Rcc*rdv.,, Tarrmi Cownty,Texas 'in the East right-,
'MENCE With said East right-of-way of said tntersitate Highway 35 the following cour= and
bmsg disk in concrCte, found;
N 00 degrees 09 minul=00 scelonds 1:,v� 1,154.70 feet To a 518 inch i,ron rod found,;
bT=disk in concrete,, found;
THENCE N 90 degrees 00 mmiules 00 seconds E,45.74 feet,depmlina said 'Sast right,Of-way to
a 5/8 inch iron rod with plastic cap stampcid"Carler&Surg"s", set a,t the point of bcgmining;
INENCE N 90 dcgm=00 rninutes 00 stconds F., 6'09.7'2 (erA to a 5/8 Inch iron rod with Plastic
cap itampcd"Caner&Burgess",sei at the bc9truiing of a curve to 10;
THENCE with said curve to the left.,an arc distan", of 377.26 fmt, fteugh a centrak angle or25
degrces 25 minute,*s 48 scconds, having a radlus of 850,00 feet., the Tong chord of which buam N
77 desrees 17 rninutes 06 smonds E, 374.17 feel to a 518 Inch )'Ton rod with pLutlic;cap St=pcd
THENCE'N 64 degrees,34 m inutes E") seconds E.6 10.10 rect to a 518 *mch iron rod with plagic
cap stamp"Carter& 13urgless',set-,
TH ENCF,S 00 degrees 1,4 minutes 401 secomis E. 855-53 fcct to a 519 irwh irun rod with plastic
clapstanipad "Carter&Burgess"set-,
THUNCE: S 99 degrees 56 minutes 28=onds [:-�384.72 reet it)a 1/2 inch iron told,fo=d,at thc
Northeut conAer of aforenieutioned Tract 2. oind bc1nq tha Northwest comet of that truct of land
conveyed to Ronald Boyd Elmore, recorded,in VDIume 7720, Page 1965 or said Dcled Records;
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M&C Review Page I of 3
Official site of tlh!p Oty of Fort Worth,,Texas
FO R T WNT11
LITY O NCIL AGENDA
NoMMOMENNAUNNOW
COUNCIL ACTION: Approved on 12/11/2012
MENNINSWEANOMM
O.H-E D ATE: 12/11/2012 N **C-25995 LOG NAME: 1717HCAEDPAAMEND11
CODE: C TYPE,-, CONSENT PUBLIC NO
HEARING:
SUBJECT: Authorize Execution of Amendment No. 1 to City Secretary Contract No. 41267,
Economic Development Program Agreement with Columbia North Hills Hospital
Subsidiary, LP d/b/a Emergency Medical Center at Alliance,1 to Redefine the Manner in
Which New Business Personal Property Investment is Measured, to Revise the Scope of
Subsequent Expansion Requirements, and to Increase the Number of Economic
Development Grants, Payable by the City, (COUNCIL DI' T RICT 2)
RECOMMENDAT1.01IN-ft
It is recommended that the City Council authorize the City Manager to execute Amendment No. 1 to
City Secretary Contract No. 41267', an Economic Development Programs Agreement with Columbia
North Hills Hospital Subsidiary, LP d/b/a Emergency Medical Center at Alliance, to redefine the
manner in which, new business personial, property investment is measured, to revise the scope of
subsequent expansion requirements, and to increase the number of economic development grants
payable by the City.
DISCUSSION:
Pursuant to Mayor and Council Communication (M&C C-24561), approved by the City Council on
October 26, 2010, the City entered into an Economic Development Program Agreement with
Columbia North Hills Hospital Subsidiary, LP d/b/a Emergency Medical Center at Alliance
(Company):, to facillitate the construction of a freestanding emergency department and the future
development of a 60-bed hospital and medical office building in north Fort Worth (City Secretary
Contract No. 41267).
The project was envisioned to be completed in 2 phases. Under the Agreement, Company would
receive 10 annual economic development program grants equal to a maximum, of 80 percent of the
ad valorem taxes paid by Company on its business personal property at the facility. However, if
Company failed to complete the second phase of the project, the maximum program grants payable
thereafter wolu�ld be out in half to 40, percent of such ad valorem taxes.
Phase I involved the construction: of at least 10,,500 square feet,of space for use as a medical
emergency department containing, at a minimum,, the following improvements-. eleven examination
rooms, one trauma room, one radiographic fluoroscopic room, and a sixteen slice CT scanner with
support spaces included a total of$3.2 million in construction costs for the development of the
emergency center. The Agreement required Company to expend at least$3.2 million in construction
costs for Phase 1, and to complete Phase I by June 30, 2012. Company colmpleted the Phase I
improvements as of November 9,12011.
The Agreement also required, Company to install at least$2, million in new taxable, business personal
property in the new facility as of January 1 of the first full,year following completion (2012). The value
of such property was to be determined by Tarrant County Appraisal District.
Company has provided the City with invoices s,h�owiing that Company spent in excess of$2 million in
new taxable business personal property that was in place as of January 1, 2012. However, a majority
http-//apps.cf,wnet.org/'councit
_packet/mc_rev'i ew.asp9.1D=177 8 9&cou nc 1 Id ate=12/11/2 012 12/12/20,12
M&C Review Page 2 of 3
of the company's business personal property is medical equipment,, which places it on an accelerated
depreciation schedule. As a result, the appraised value of that business personal property for the
201�2 tax year is $1,166,445. Because Company invested at least$2 million, in new taxable business
personal property in the facility, staff recommends that the Agreement be amended to provide that
any business personal property investment requirements wiIll be measured on the basis of actual
expenditures for that property, as opposed to a subsequent appraised value of the property.
The planned Phase 11 of the project consisted of the construction of a 60 bed hospital, and medical
office building with a minimum investment of$40 million in real and personal property improvements
by June 30, 2017. In order to ensure the delivery of the Phase III hospital as the project competes
nationally for capital dollars within the Company's corporate umbrella, Company is requesting, an
amendment of the Phase 11, portion of the Agreement as follows;
1. Reduce the initial hospital beds to 34 with shell space to, be built for a later expansion to
approximately 60 beds:
2. Eliminate the medical office building component completely from the project,
3. Increase the minimum capital investment of$40 million in real and business personal property
to$60 million in real,and business personal property; and
4. Accelerate the completion date of the Phase Ii improvements from June 310, 2017 to December
31)
2016.
Staff concurs with this request.
It is also recommended that the Agreement be amended to provide that Company can receive 10
annual grants for each phase of the project, as opposed to grants, paid over a single 1,0 year period. It
is estimated that this amendment will, increase the City's grant payments by $815,000.00, from
$6185,000.00 to $1,500,1000.00, but will cause the timing in which the project is delivered to be
accelerated and make the project more competitive within the Company's corporate-wide system.
Finally, Company has requested that the City Council nominate the hospitals project as an Enterprise
Zone Project to make it eligible to receive state sales and use tax refunds. This action would require
subsequent action by the City Council.
All of Company's commitments in the Agreement for hiring and annual supply and service
expenditures,will remain the same for each phase of the project.
The project is located in COUNCIL DISTRICT 2.
FISCAL INFORMATIONXERTIFICATION:
The Financial Management Services Director certifies that this action will have no material effect on
City funds.
TO Fund/Accoiint/Centers FROM Fuind/Account/Centers
Submitted for Cily,Maria c ier F Offl. Fernando Costa (6122),
s i
OIrolgi neat inip g Dgp,artment Head:, Jay Chapa (5804)
Additional Information Contact: Robert Sturns (8003)
ATTACHMENTS
http-.//app s.cfwnet.o�rg/c,olune'l 12/12/2012
1 _packet/mc—rev iew.asp 9.1D 17789&councildate=12/11/2012
ER-at-Alliancei Reference a