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HomeMy WebLinkAboutContract 58103 CITY SECRETARY C TRACT NO. 103 STATE OF TEXAS § COUNTY OF TARRANT § TAX ABATEMENT AGREEMENT This TAX ABATEMENT AGREEMENT("Agreement") is entered into by and between the CITY OF FORT WORTH, TEXAS ("City"), a home-rule municipality organized under the laws of the State of Texas, and MP MAGNETICS LLC, a Delaware limited liability company ("Company"). RECITALS A. On January 29, 2021, the City Council adopted Resolution No. 5337-01-2021, stating that the City elects to be eligible to participate in tax abatement and setting forth guidelines and criteria governing tax abatement agreements entered into between the City and various parties, entitled"General Tax Abatement Policy" ("Policy"), which is incorporated herein by reference and hereby made a part of this Agreement for all purposes. B. The Policy 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 Code,as amended("Code"). C. On January 25,2022, ("Approval Date")the City Council adopted Ordinance No. 25301-01-2022 ("Ordinance") establishing Tax Abatement Reinvestment Zone No. 103, City of Fort Worth,Texas("Zone"). D. Company, which manufactures rare earth materials, owns property located at 13840 Independence Parkway,which is located within the Zone and is more specifically described in Exhibit"A"("Land"),attached hereto and hereby made a part of this Agreement for all purposes. E. Contingent upon the receipt of a tax abatement, Company intends to construct a facility of at least 200,000 square feet on the Land for its manufacturing operations. F. As of November 18, 2021, Company submitted applications for tax abatement ("Applications")to the City concerning plans for development of the Land,including construction of the Required Improvements,which Applications are attached hereto as Exhibit"B"and hereby made a part of this Agreement for all purposes. G. The contemplated use of the Land and the terms of this Agreement are consistent with encouraging development of the Zone and generating economic development and increased employment opportunities in the City, in accordance with the purposes for creation of the Zone, and are in compliance with the Policy, the Ordinance and other applicable laws, ordinances, rules and regulations. H. Under this Agreement, Company is committed to invest a total of at least $100 million as follows:at least$40 million in Construction Costs for the Real Property Improvements and at least $60 million in New Taxable Tangible Personal Property to be installed on the Land in connection with manufacturing business operations within the Real Property IFPagr_1 uiciiw fte-�` CIAL RECORD Tax Abatement Agreement between Y SECRETARY �} .�y City of Fort Worth and MP Magnetics LLC � � TX SO °'�E'iPg9.��' "Required Improvements"). Company is also committing to provide at least 30 new Full-time Jobs whose average annual Salaries will equal at least $80,390.00. Therefore, the provisions of this Agreement, as well as the proposed use of the Land and nature of the proposed Required Improvements, as defined herein, satisfy the eligibility criteria for commercial/industrial tax abatement pursuant to Section 4 of the Policy. I. Written notice that the City intends to enter into this Agreement, along with a copy of this Agreement,have been furnished in the manner prescribed by the Code to the presiding officers of the governing bodies of each of the taxing units that have jurisdiction over the Land. 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: AGREEMENT 1. INCORPORATION OF RECITALS. The City Council has found, and the City and Company agree, that the recitals set forth above are true and correct and form the basis upon which the parties have entered into this Agreement. 2. DEFINITIONS. In addition to terms defined in the body of this Agreement, the following terms have the definitions ascribed to them as follows: Abatement means the abatement of a percentage(not to exceed sixty percent(60%)in any year of the Abatement Term) of the City's incremental ad valorem real property taxes on any improvements located on the Land (but not on the Land itself, which taxes will not be subject to Abatement hereunder) and of the City's incremental ad valorem taxes on New Taxable Tangible Personal Property, all calculated in accordance with this Agreement. Abatement Term means the term of seven(7)consecutive years,commencing on January 1 of the Second Operating Year and expiring on December 31 of the Eighth Operating Year thereafter, in which Company will receive the Abatement in accordance with this Agreement. Affiliate means all entities, incorporated or otherwise, 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. Annual Salary Commitment has the meaning ascribed to it in Section 4.6. Annual Salary Percentage has the meaning ascribed to it in Section 6.5. Applications has the meaning ascribed to it in Recital F. Approval Date has the meaning ascribed to it in Recital C. Business Equity Firm(s) ("BEFs") has the meaning assigned to it in the City of Fort Worth's Business Equity Ordinance, as amended(Chapter 20,Article X of the City Code). Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 2 of 26 BEF Construction Uommitment has the meaning ascribed to it in Section 4.4. BEF Construction Percentage has the meaning ascribed to it in Section 6.3. Certificate of Completion has the meaning ascribed to it in Section 5. Code has the meaning ascribed to it in Recital B. Completion Date means the date as of which all occupiable space within the Required Improvements have received a permanent certificate of occupancy. Completion Deadline means December 31, 2023. Compliance Auditing Term means the term of seven(7)consecutive years,commencing on January 1 of the First Operating Year and expiring on December 31 of the seventh (7th) year thereafter, in which the City will verify and audit Company's compliance with the various commitments set forth in Section 4 that form the basis for calculation of the amount of each annual Abatement percentage hereunder. Construction Costs means the following costs expended on or after the Approval Date directly for the Required Improvements: actual site development and construction costs,site work, infrastructure improvements, facility modernization, utility installation and including directly- related contractor fees, labor costs, plus costs of supplies and materials, engineering fees, architectural and design fees, and permit fees. Construction Costs specifically excludes any real property acquisition costs or rent payments or other costs required by a lease. Director means the director of the City's Economic Development Department. Effective Date has the meaning ascribed to it in Section 3. Eighth Operating Year means the eighth full calendar year following the year in which the Completion Date occurred. Event of Default means a breach of this Agreement by a party, either by act or omission, as more specifically set forth in Section 7 of this Agreement. First Operating Year means the first full calendar year following the year in which the Completion Date occurred. Full-time Job means a job provided to one (1) individual by Company on the Land for at least forty(40)hours per week. Land has'the meaning ascribed to it in Recital D. Legal Requirements means 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. New Job has the meaning ascribed to it in Section 4.5.1. Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 3 of 2A New Taxable Tangible Personal Property means any personal property other than inventory or supplies that (i) is subject to ad valorem taxation by the City; (ii) is located on the Land;(iii)is owned or leased by Company and used by Company for the business purposes outlined in this Agreement; and (iv) was not located in the City prior to the date of full execution of this Agreement. Ordinance has the meaning ascribed to it in Recital C. Overall Employment Commitment has the meaning ascribed to it in Section 4.5.1. Overall Employment Percentage has the meanings ascribed to it in Section 6.4.1, 6.4.2, and 6.4.3, as applicable. Overall Improvement Percentage has the meaning ascribed to it in Section 6.2. Personal Property Improvement Commitment has the meaning ascribed to it in Section 4.2. Policy has the meaning ascribed to it in Recital A. Real Property Improvement Commitment has the meaning ascribed to it in Section 4.1. Real Property Improvements means a manufacturing facility constructed on the Land consisting of at least 200,000 square feet, as verified in the Certificate of Completion issued by the Director in accordance with this Agreement. Records has the meaning ascribed to it in Section 4.9. Required Improvements has the meaning ascribed to it in Recital E. Salary means the cash payment or remuneration made to a person holding a Full-time Job, including paid time off, commissions, and non-discretionary bonuses. A Salary does not include any benefits,such as health insurance or retirement contributions,or reimbursements for employee expenses, or any discretionary bonuses. Second Operating Year means the second full calendar year following the year in which the Completion Date occurred. Term has the meaning ascribed to it in Section 3. Zone has the meaning ascribed to it in Recital C. 3. TERM. This Agreement takes effect on the date as of which the City and Company have all executed this Agreement("Effective Date") and, unless terminated earlier in accordance with its terms and conditions,expires simultaneously upon expiration of the Abatement Term ("Term"). 4. OBLIGATIONS AND COMMITMENTS RELATED TO ABATEMENT. Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 4 of 26 4.1. Real Property Improvements. 4.1.1. Company must expend or cause to be expended at least Forty Million Dollars and Zero Cents ($40,000,000.00) in Construction Costs for the Real Property Improvements by the Completion Date, and the Completion Date for the Real Property Improvements must occur on or before the Completion Deadline ("Real Property Improvement Commitment"). Failure to meet the meet this obligation constitutes an Event of Default. 4.2. Personal Property Improvements. 4.2.1. New Taxable Tangible Personal Property having a value of at least Sixty Million Dollars and Zero Cents ($60,000,000.00) ("Personal Property Improvement Commitment")must be in place on the Land by January 1,2024. Failure to meet the meet this obligation constitutes an Event of Default. 4.2.2. The value of the New Taxable Tangible Person Property is determined solely by the appraisal district having jurisdiction over the Land at the time and reflected in the certified appraisal roll received by the City from such appraisal district in such year. 4.4. Construction Spending Commitment for BEFs. By the Completion Date, Company must expend or caused to be expended at least fifteen percent(15%) of all Construction Costs for the Real Property Improvements with BEFs, regardless of the total amount of such Construction Costs ("BEF Construction Commitment"). 4.5. Employment Commitment. 4.5.1. Company must employ and retain the following number of new Full-Time Jobs on the Land by the dates set forth below ("Overall Employment Commitment"). Company must retain all new Full-Time Jobs on the Land from and after the dates set forth below through the Term of this Agreement (each a "New Job"). A Full-Time Job will be considered new if the individual was hired on or after the Approval Date. a. Company must employ and retain a minimum of 30 new Full- Time Jobs on or before December 31,2023. b. Company must employ and retain a minimum of 60 new Full- Time Jobs on or before December 31,2024. C. Company must employ and retain a minimum of 90 new Full- Time Jobs on or before December 31,2025. 4.5.2. Determination each year of compliance with the following Employment Commitment will be based on the employment data provided by Company to the City for the year under evaluation. 4.6 Average Annual Salary. Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 5 of 26 4.6.1 In each year of the Compliance Auditing Term,the average annual Salary, measured on a calendar year basis,for all new Full-Time Jobs provided and filled on the Land, regardless of the total number of such Full-time Jobs, must equal at least Eighty Thousand, Three Hundred Ninety Dollars and Zero Cents ($80,390.00)("Annual Salary Commitment"). 4.6.2. Determination each year of compliance with the following Annual Salary Commitment will be based on the employment data provided by Company to the City for the year under evaluation. 4.7. Reports and Filings. 4.7.1. Final Construction Report. Within sixty (60) calendar days following the Completion Date, in order for the City to assess whether Company expended or caused to be expended at least Forty Million Dollars and Zero Cents ($40,000,000.00) in Construction Costs for the Real Property Improvements, and the extent to which the BEF Construction Commitment was met, Company must provide the Director with a report in a form reasonably acceptable to the City that specifically outlines the total Construction Costs expended for the Real Property Improvements and the total Construction Costs expended with BEFs for the Real Property Improvements, 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 for the Real Property Improvements. 4.7.2. Annual Employment Report. On or before February 1 of the Second Operating Year, and of each year thereafter for the remainder of the Compliance Auditing Term,in order for the City to assess the degree to which Company met in the previous year the Overall Employment Commitment and the Annual Salary Commitment, Company must provide the Director with a report in a form reasonably acceptable to the City that sets forth the total number of individuals who held new Full-Time Jobs on the Land, as well as the Salary of each, all as of December 31 (or such other date requested by Company and reasonably acceptable to the City) of the previous calendar year,together with reasonable supporting documentation. 4.7.3. General. Company will supply any additional information reasonably requested by the City that is pertinent to the City's evaluation of compliance with each of the terms and conditions of this Agreement. 4.8. Inspections of Land and Improvements 4.8.1. At any time during Company's normal business hours throughout the Term,the City will have the right to inspect and evaluate the Land,and any improvements thereon,and Company will provide full access to the same,in order for the City to monitor Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 6 of 26 compliance with the terms and conditions of this Agreement. Company will use reasonable efforts to cooperate fully with the City during any such inspection and evaluation. 4.8.2. Notwithstanding the foregoing, Company may require that any representative of the City be escorted by a Company representative or security personnel during any such inspection and evaluation and abide by any site policies and protocols regarding health,safety,and treatment of Company's confidential information.In addition, upon request of the City at any time during the Term and the year following the Term, and following at least 15 business days advance notice. 4.9. Audits. The City has the right throughout the Term to audit the financial and business records of Company that relate to the Real Property Improvements,Personal Property,and the Land and any other documents necessary to evaluate Company's compliance with this Agreement or with the commitments set forth in this Agreement,including,but not limited to construction documents and invoices(collectively,"Records"). The City shall provide Company with notice at least 15 business days prior to any audit under this Section 4.9. Company must make all Records available to the City on the Land or at another location in the City acceptable to both parties following prior notice and will otherwise use reasonable efforts to cooperate fully with the City during any audit. 4.10. Use of Land. I The Land and any improvements thereon, including, but not limited to, the Real Property Improvements, must be used at all times during the Term of this Agreement for Company's lawful business operations, as set forth in this Agreement, and otherwise in a manner that is consistent with the general purposes of encouraging development or redevelopment of the Zone. 4.11. Abatement Application Fee. 4.11.1. The City acknowledges receipt from Company of the required Application fee of Five Thousand Dollars ($5,000.00). Of such amount, Two Thousand Dollars ($2,000.00)is strictly nonrefundable and will be used by the City for the purposes set forth in the Policy. 4.11.2. If construction work on the Real Property Improvements begins within one (1)year from the date the Applications were filed(i.e.,November 18,2021),the remaining Three Thousand Dollars ($3,000.00) of such fee will be credited to Company's benefit against any permit,impact,inspection or other lawful fee required by the City in connection with the Required Improvements. 4.11.3. If construction work for the Real Property Improvements does not begin within one (1)year from the date the Applications were filed, Company will not receive a credit or refund of any portion of the fee. 4.11.4 If there is a balance of any of the remaining Application fee funds after the date on which the Director issues a Certificate of Completion,Company will be entitled to a refund of such remaining Application fee funds, but only if Company submits a letter to Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 7 of 26 the Director requesting such refund within ninety(90)calendar days following the date of issuance of the Certificate of Completion. 5. CERTIFICATE OF COMPLETION. Within ninety (90) calendar days following receipt by the City of the final construction spending report for the Real Property Improvements submitted in accordance with this Agreement, and assessment by the City of the information contained therein, if the City is able to verify that the Company met all requirements for the Real Property Improvement, the Director will issue Company a certificate stating the amount of Construction Costs expended for the Real Property Improvements, as well as the amount of Construction Costs expended for the Real Property Improvements specifically with BEFs ("Certificate of Completion"). The Certificate of Completion will serve as the basis for determining whether the BEF Construction Commitment was met. 6. TAX ABATEMENT. 6.1. Generally. 6.1.2. Subject to the terms and conditions of this Agreement, provided that the Company met both the Real Property Improvement Commitment and Personal Property Improvement Commitment,the City will grant an Abatement to the Company in each year of the Abatement Term. 6.1.3. The amount of each Abatement that the City grants during such years will be a percentage of the City's ad valorem taxes on any improvements located on the Land (but not on the Land itself, which taxes will not be subject to Abatement hereunder) and I on New Taxable Tangible Personal Property attributable to increases in the value of such improvements and New Taxable Tangible Personal Property,which percentage will equal the sum of the Overall Improvement Percentage, the BEF Construction Percentage, the applicable Overall Employment Percentage,and the Annual Salary Percentage,as set forth below(not to exceed sixty percent(60%)). 6.2. Real Property Improvement and Personal Property Commitments (5%). City will grant an abatement to Company equal to five percent(5%)of the overall Abatement ("Overall Improvement Percentage") if Company meets both the Real Property Improvement Commitment and Personal Property Improvement Commitment. 6.3. BEF Construction Cost Spending(10%). A percentage of the Abatement will be based on the whether the Company met the BEF Construction Commitment (`BEF Construction Percentage"). If Company meets the BEF Construction Commitment,the BEF Construction Percentage for each Abatement hereunder will be ten percent(10%). If the Company does not meet the BEF Construction Commitment,the BEF Construction Percentage for each Abatement hereunder will be zero percent(0%). 6.4. Overall Employment Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 8 of 26 6.4.1. Overall Employment 30-59 Employees (Up to 2.5%) a. A percentage of the Abatement will be based on the extent to which the Company meets the Overall Employment Commitment of between 30-59 new Full-Time Employees in every year of the Abatement Term. The Overall Employment Percentage for 30-59 new Full-Time Jobs in a given year will equal the product of two and one-half percent (2.5%) multiplied by the percentage by which the Company met the commitment in the previous calendar year,which will be calculated by dividing the actual number of new Full-Time Jobs provided on the Land in the previous year by 30. b. For example, if Company only employed 25 individuals with new Full- Time Jobs on the Land in 2026 instead of the required 30-59, the Overall Employment Percentage for 30-59 new Full-Time Jobs in the following year would be 2% instead of 2.5% (or .025 x [25/30]), or .025 x .83, or .020. If the Overall Employment Commitment of between 30-59 new Full-Time Jobs is met or exceeded in any given year,then the Abatement in the following year will be two and one-half percent(2.5%). 6.4.2. Overall Employment 60-89 Employees (Up to 20%) a. Beginning in the second year of the Abatement Term and continuing for each year thereafter, the Overall Employment Percentage of between 60-89 new Full- Time Jobs in a given year will equal the product of twenty percent (20%) multiplied by the percentage by which the Company met the commitment in the previous calendar year, which will be calculated by dividing the actual number of new Full-Time Jobs provided on the Land in the previous year by 60. b. For example, if Company only employed 55 individuals with new Full- Time Jobs on the Land in 2027 instead of the required 60-89, the Overall Employment Percentage for 60-89 new Full-Time Jobs for the following year would be 20.8% instead of 22.5% (or .2 x [55/60]+.025), or .2 x .91 + .025, or .183 + .025. If the Overall Employment Commitment of between 60-89 new Full-Time Jobs is met or exceeded in any given year, the Abatement in the following year will be 22.5% (2.5% +20%). 6.4.3. Overall Employment 90 or greater Employees (Up to 20%) a.Beginning in the third year of the Abatement Term and continuing for each year thereafter,the Overall Employment Percentage of 90 or more new Full-Time Jobs in a given year will equal the product of twenty percent (20%) multiplied by the percentage by which the Company met the commitment in the previous calendar year, which will be calculated by dividing the actual number of new Full-Time Jobs provided on the Land in the previous year by 90. b. For example, if Company only employed 85 individuals with new Full- Time Jobs on the Land in 2027 instead of the required 90, the Overall Employment Percentage for the 90 new Full-Time Jobs for the following year would be 41.3% instead of 42.5% (or .2 x [85/90]+.025+.20), or .2 x Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 9 of 26 .94+.025+.20,or.188+.025+.20. If the Overall Employment Commitment 90 or more new Full-Time Jobs is met or exceeded in any given year, the Abatement in the following year will be 42.5% (2.5% +20%+20%). 6.5. Annual Salary(2.5%). A percentage of the Abatement will be based on whether Company meets the Annual Salary Commitment ("Annual Salary Percentage"). If Company meets the Annual Salary Commitment in a given year, the Annual Salary Percentage for the Abatement in the following year will be two and one-half percent(2.5%). 6.6. Abatement Limitations. 6.6.1. The amount of real property taxes to be abated in a given year will not exceed one hundred fifty percent(150%) of the amount of the minimum Real Property Improvement Commitment and the Personal Property Improvement Commitment multiplied by the City's tax rate in effect for that same year. As a formula, this would be expressed as $100,000,000(minimum Property and Personal Property Commitments)x 1.5 x City's Tax Rate. The City and Company acknowledge that the Abatement cap is an annual cap and not an aggregate cap. 7. DEFAULT,TERMINATION AND FAILURE TO MEET VARIOUS DEADLINES AND COMMITMENTS. 7.1. Failure to Meet Real Property Improvement and Personal Property Commitments. Notwithstanding anything to the contrary herein, if the Company does not meet both the Real Property Improvement Commitment and Personal Property Improvement Commitment, an Event of Default will occur and the City will have the right to terminate this Agreement, effective immediately, by providing written notice to Company without further obligation to Company hereunder. 7.2 Failure to Meet BEF Construction and Overall Employment Commitments. If the Company does not meet the BEF Construction Commitment, or the Overall Employment Commitment in any given year, such event will-not constitute an Event of Default hereunder or provide the City with the right to terminate this Agreement, but, rather, will only cause the percentage or amount of Abatement available pursuant to this Agreement to be reduced in accordance with this Agreement. 7.3 Forfeiture for Failure to Meet Annual Salary Commitment. Notwithstanding anything to the contrary herein, if the Company fails to meet the Annual Salary Commitments in any year of the Compliance Auditing Term, an Event of Default will not occur, but the Abatement for that applicable year will be reduced by the percentage set forth in Section 6.5. 7.4. Knowing Employment of Undocumented Workers. Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 10 of26 Company acknowledges that effective September 1, 2007, the City is required to comply with Chapter 2264 of the Texas Government Code,enacted by House Bill 1196(80th Texas Legislature), which relates to restrictions on the use of certain public subsidies. Company hereby certifies that Company, and any branches, divisions, or departments of Company, does not and will not knowingly employ an undocumented worker,as that term is defined by Section 2264.001(4) of the Texas Government Code. In the event that Company, or any branch, division, or department of Company, is convicted of a violation under 8 U.S.C.Section 1324a(g (relating to federal criminal penalties and injunctions for a pattern or practice of employing unauthorized aliens) and such violation occurs during the Term of this Agreement. • if such conviction occurs during the Term of this Agreement,this Agreement will terminate contemporaneously upon such conviction (subject to any appellate rights that may lawfully be available to and exercised by Company) and Company must repay, within one hundred twenty (120) calendar days following receipt of written demand from the City, the aggregate amount of Abatement received by Company hereunder, if any,plus Simple Interest at a rate of two percent(2%)per annum based on the amount of Abatement received in each previous year as of December 31 of the tax year for which the Abatement was received,or • if such conviction occurs after expiration or termination of this Agreement, subject to any appellate rights that may lawfully be available to and exercised by Company, Company must repay, within one hundred twenty (120) calendar days following receipt of written demand from the City, the aggregate amount of Abatement received by Company hereunder, if any,plus Simple Interest at a rate of two percent (2%)per annum based on the amount of Abatement received in each previousyear as of December 31 ofthe taxyearfor which theAbatement was received. For the purposes of this section, "Simple Interest" is defined as a rate of interest applied only to an original value,in this case the aggregate amount of Abatement. This rate of interest can be applied each year, but will only apply to the aggregate amount of Abatement and is not applied to interest calculated. For example, if the aggregate amount of Abatement is $10,000 and it is required to be paid back with two percent(2%)interest five years later,the total amount would be$10,000+[5 x($10,000 x 0.02)],which is$11,000. This Section 7.6 does not apply to convictions of any subsidiary or affiliate entity of Company, by any franchisees of Company, or by a person or entity with whom Company contracts. Notwithstanding anything to the contrary herein, the parties agree that the Abatement is a "public subsidy"(as that term is defined in Section 2264.001,Texas Government Code)for the benefit of Company. This Section will survive the expiration or termination of this Agreement. 7.5. Foreclosure on Land or Required Improvements. Subject to Section 11, the City will have the right to terminate this Agreement immediately upon provision of written notice to Company of any of the following events: (i)the conveyance of the Land or the Real Property Improvements pursuant to an action to foreclose or otherwise enforce a lien, mortgage or deed of trust on the Land or the Real Property Improvements; (ii)the involuntary conveyance to a third party of the Land or the Real Property Improvements; (iii) execution of any assignment of the Land or Real Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 11 of 26 Property Improvements or deed in lieu of foreclosure to the Land or Real Property Improvements; or (iv) appointment of a trustee or receiver for the Land or Real Property Improvements and such appointment is not terminated within one hundred twenty (120) calendar days after the appointment occurs. 7.6. Failure to Pay Taxes or Non-Compliance with Other Legal Requirements. An Event of Default will occur if any ad valorem taxes owed to the City by Company becomes delinquent and Company does not timely and properly follow the legal procedures for protest or contest of any such ad valorem taxes,or Company is in violation of any material Legal Requirement due to any act or omission connected with Company's operations on the Land; provided,however,that an Event of Default will not exist under this provision unless Company fails to cure the applicable failure or violation within thirty (30)calendar days (or such additional time as may be reasonably required) after Company receives written notice of such failure or violation. 7.7. General Breach. In addition to Sections 7.1 — 7.6 and subject to Section 7.4, an Event of Default under this Agreement will occur if either party breaches any term or condition of this Agreement, in which case the non-defaulting parry must provide the defaulting parry with written notice specifying the nature of the Default. Subject to Sections 7.1,7.2,and 7.3, in the event that any Event of Default hereunder remains uncured after thirty (30) calendar days following receipt of such written notice(or, if the defaulting party 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 non-defaulting party will have the right to terminate this Agreement, effective immediately,by providing written notice to the defaulting party. 7.11. Statutory Damages. 7.11.1 Company acknowledges and agrees that termination of this Agreement due to an Event of Default by Company will (i) harm the City's economic development and redevelopment efforts on the Land and in the vicinity of the Land; (ii) require unplanned and expensive additional administrative oversight and involvement by the City; and(iii)be detrimental to the City's general economic development programs,both in the eyes of the general public and by other business entities and corporate relocation professionals, and Company agrees that the exact amounts of actual damages sustained by the City therefrom will be difficult or impossible to ascertain. 7.11.2 Therefore, upon termination of this Agreement for any Event of Default, and as authorized by Section 312.205(b)(6) of the Code, Company must pay the City, as damages authorized by the Code, an amount equal to all taxes that were abated in accordance with this Agreement for each year in which an Event of Default existed and which otherwise would have been paid to the City in the absence of this Agreement. 7.11.3 The City and Company agree that the above-stated amount is a reasonable approximation of actual damages that the City will incur as a result of an uncured Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 12 of 26 Event of Default and that this Section 7.11 is intended to provide the City with compensation for actual damages, as authorized by the Code,and is not a penalty. 7.11.4 The above-stated amount may be recovered by the City through adjustments made to Company's ad valorem property tax appraisal by the appraisal district that has jurisdiction over the Land and over any taxable tangible personal property located thereon. Otherwise,this amount will be due, owing, and paid to the City within sixty(60)calendar days following the effective date of termination of this Agreement. 7.11.5 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, Company will 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(currently, Section 33.01 of the Code). 8. INDEPENDENT CONTRACTOR. It is expressly understood and agreed that Company will operate as an independent contractor in each and every respect hereunder and not as agents, representatives or employees of the City. As to the City, Company will have the exclusive right to control all details and day-to- day operations relative to the Land and any improvements thereon and will be solely responsible for the acts and omissions of their officers,agents,servants,employees,contractors,subcontractors, licensees and invitees. Company acknowledges that the doctrine of respondeat superior will not apply as between the City and Company, their officers, agents, servants, employees, contractors, subcontractors, licensees, and invitees. Company further agrees that nothing in this Agreement will be construed as the creation of a partnership or joint enterprise between the City and Company. 9. INDEMNIFICATION. COMPANY,ATNO COST TO THE CITY,AGREES TO DEFEND,INDEMNIFYAND HOLD THE CITY, AND ITS RESPECTIVE OFFICERS, AGENTS SERVANTS, REPRESENTATIVES,AND EMPLOYEES,HARMLESSAGAINSTANYANDALL CLAIMS, LAWSUITS,ACTIONS, COSTS AND EXPENSES OF ANY KIND, INCL UDING, B UT NOT LIMITED TO, THOSE FOR PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO COMPANY'S BUSINESS AND ANYRESULTING LOST PROFITS) AND PERSONAL INJURY, INCLUDING DEATH, THAT MAY RELATE TO, ARISE OUT OF OR BE OCCASIONED BY (i) COMPANY'S BREACH OF ANY OF THE TERMS OR PROVISIONS OF THIS AGREEMENT OR (ii)ANYNEGLIGENT ACT OR OMISSION OR INTENTIONAL MISCONDUCT OF COMPANY, ITS OFFICERS,AGENTS,ASSOCIATES, EMPLOYEES, CONTRACTORS (OTHER THAN THE CIT19 OR SUBCONTRACTORS, RELATED TO THE REQUIRED IMPROVEMENTS; THE LAND AND ANY OPERATIONS AND ACTIVITIES THEREON, OR THE PERFORMANCE OR NON-PERFORMANCE OF THISAGREEMENT OTHERWISE. THIS SECTION WILL SUR VIVEANY TERMINATION OR EXPIRATION OF THIS AGREEMENT. 10. NOTICES. Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 13 of All written notices called for or required by this Agreement must 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: Company: City of Fort Worth MP Magnetics LLC Attn: City Manager Attn:Elliot D.Hoops 200 Texas Street General Counsel and Secretary Fort Worth,Texas 76102 Address: 6720 Via Austi Parkway, Suite 450 With copies to: Las Vegas,NV 89119 City Attorney at the same address and the Director at: City of Fort Worth Attn: Director Economic Development 1150 South Freeway Fort Worth,Texas 76104 11. EFFECT OF SALE OF LAND OR REQUIRED IMPROVEMENTS; ASSIGNMENT AND SUCCESSORS. 11.1. Company may assign this Agreement, and all or any of the benefits provided hereunder, without the consent of the City or the City Council to (a) an Affiliate that leases, owns or takes title to the Land and owns or leases any New Taxable Tangible Personal Property or(b) a successor to Company by merger or consolidation only if(i) prior to or contemporaneously with the effectiveness of such assignment, Company provides the City with written notice of such assignment, which notice must include the name of the Affiliate and a contact name, address and telephone number for the Affiliate, and(ii)the Affiliate agrees in writing to assume all terms and conditions of Company under this Agreement. 11.2. Otherwise, Company may not assign,transfer or otherwise convey any of its rights or obligations under this Agreement to any other person or entity without the prior consent of the City Council,which consent will not be unreasonably withheld,conditioned on(i)the proposed assignee or successor agrees and proceeds to lease or take title to the Land and any New Taxable Tangible Personal Property; (ii)the proposed assignee or successor is financially capable of meeting the terms and conditions of this Agreement; and(iii)prior execution by the proposed assignee or 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 Council's prior consent constitutes an Event of Default under this Agreement. Any lawful assignee or successor in interest of Company of all rights under this Agreement will be deemed"Company"for all purposes under this Agreement. 12. COMPLIANCE WITH LAWS, ORDINANCES,RULES AND REGULATIONS. This Agreement,s subject to all applicable Legal Requirements. Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 14 of 26 13. GOVERNMENTAL POWERS. It is understood that by execution of this Agreement,the City does not waive or surrender any of its governmental powers or immunities. 14. SEVERASILITY. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions will not in any way be affected or impaired. 15. NO WAIVER. The failure of either party to insist upon the performance of any term or provision of this Agreement or to exercise any right granted hereunder will not constitute a waiver of that parry's right to insist upon appropriate performance or to assert any such right on any future occasion. 16. VENUE AND CHOICE OF LAW. 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 will 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 will 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 assignee or successor of Company, and are not intended to create any rights,contractual or otherwise,to any other persons or entities. 18. FORCE MAJEURE. 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, government action or inaction, orders of the government, epidemics, pandemics, civil commotion, acts of God, strike, inclement weather, shortages or unavailability of labor or materials, unreasonable delays by the City(based on the then-current workload of the City department(s)responsible for undertaking the activity in question) in issuing any permits, consents, or certificates of occupancy or conducting any inspections of or with respect to the Land, Real Property Improvements, Personal Property Improvements,or other circumstances that are reasonably beyond the control of the party obligated or permitted under 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 will be excused from doing or performing the same during such period of delay, so that the time period applicable to such design or construction requirement and the Completion Deadline will be extended for a period of time equal to the period such party was delayed. Notwithstanding anything to the contrary herein, it is specifically understood and agreed that any failure to obtain adequate financing necessary to meet the Real Property Improvement Commitment or the Personal Property Improvement Commitment will not be deemed to be an event of force majeure and will not operate to extend the Completion Deadline in such an event. Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 15 of 26 19. INTERPRETATION. In the event of any dispute over the meaning or application of any provision of this Agreement,this Agreement will be interpreted fairly and reasonably,and neither more strongly for or against any party,regardless of the actual drafter of this Agreement. In the event of any conflict between the body of this Agreement and the Applications,the body of this Agreement will control. 20. CAPTIONS. Captions and headings used in this Agreement are for reference purposes only and will not be deemed a part of this Agreement. 22. COUNTERPARTS. This Agreement may be executed in multiple counterparts, each of which will be considered an original,but all of which will constitute one instrument. 23. BONDHOLDER RIGHTS. The Real Property Improvements will not be financed by tax increment bonds. This Agreement is subject to the rights of holders of outstanding bonds of the City. 24. CONFLICTS OF INTEREST. Neither the Land nor any improvements thereon are owned or leased by any member of the City Council, any member of the City Plan or Zoning Commission or any member of the governing body of any taxing unit with jurisdiction in the Zone. 25. ELECTRONIC SIGNATURES This Agreement may be executed by electronic signature, which will be considered as an original signature for all purposes and have the same force and effect as an original signature. For these purposes, "electronic signature" means electronically scanned and transmitted versions (e.g. via pdf file or facsimile transmission) of an original signature, or signatures electronically inserted via software such as Adobe Sign. 26. 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 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 anything to the contrary herein,this Agreement will not be 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. Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 16 of 26 EXECUTED as of the last date indicated below: [SIGNATURES IMMEDIATELY FOLLOW ON NEXT THREE(3)PAGES] CITY: MP MAGNETICS LLC A Delaware limited liability company William Johnson By: I�A-- xe--V�— Assistant City Ma( ger Name: Elliot D. Hoops Title: General Counsel and Secretary Date: X Atg' S f c wt t r a Q �a Date: �( � FOR CITY OF FORT WORTH INTERNAL PROCESSES: Approval Recommended: Contract Compliance Manager: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including By: ensuring all performance and reporting Name: Robert Sturns requirements. Title: Director, Economic Development OFFICIAL RECORQ ARY Tax Abatement Agreement between Fly WORTH, TX City of Fort Worth and MP Magnetics LLC f9� Approved as to Form and Legality: By: ,�A,Pgget�t1_ Name: Kelly Title: Innovation Coordinator By: Name: Jt5 j�rOA,, City Secretary: Title: Assistant City Attorney ./ Contract Authorization: By: M&C: 22-0068 (Jan.25,2022) Name: a nette Goodal Form 1295: 2021-825886 Title: Secretary OFFICIAL RECORD CITY SECRETARY FT. WORTH,TX Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 18 of26 STATE OF TEXAS § COUNTY OF TARRANT § BEFORE ME,the undersigned authority,on this day personally appeared William Johnson, Assistant City Manager of the CITY OF FORT WORTH,a municipal corporation organized under the laws of the State of Texas,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 CITY OF FORT WORTH, 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 CITY OF FORT WORTH for the purposes and consideration therein expressed and in the capacity therein stated. GIVEN UNDER MY HAND AND SEAL OF OFFICE this 1�O day of 2022. wo'�" to Public in and for ,��������., �' SELENA ALA °' i+sNotary Public, State of Texas the State of Texas _:: : Comm. Expires 03.31.2024 Notary ID 132422528 Notary's Printed Name MP MAGNETICS LLC a Delaware limited liability company: STATE OF NEVADA § COUNTY OF CLARK § BEFORE ME,the undersigned authority,on this day personally appeared Elliot D.Hoops, General Counsel and Secretary of MP MAGNETICS LLC, a Delaware limited liability company,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, in the capacity therein stated and as the act and deed of MP MAGNETICS LLC. GIVEN UNDER MY HAND AND SEAL OF OFFICE this I day of Zpt�,,r b#,r 32022. Notary Public in and for DONNA WHITFIELD the State of Nevada Notary Public,Stew of Nevado �� ] ��' No.07-50611-1 - fbon od W12/Z �, ,14 My Appf.Exp.Nov.9,2023 Notary's Printed Name OFFICIAL RECO'4'4 CITY SECRETARY FT WORTH,TX Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC age 1<'�of°Z6--- EXHIBIT A DESCRIPTION AND MAP DEPICTING THE LAND 1 r Facebook Data Center �1'3$d0 Independence l' vry,Fort Worth,TX... Z4�`A 4 UPS Customer Center »a r� _ . lam 1 n d p 13840independ hee Pkvvy, Fort Wont 0NMI F i , I Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 20 of 26 EXHIBIT C TAX ABATEMENT APPLICATIONS FORT WORTH® Economic Development Incentive Application Economic Development Department 1150 South Freeway Fort Worth, Texas 76104 (817) 871-6021 Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page of. Incentive Application f.APPLICANT INFORMATION. Date.Nov 18,2021 Company Name:MP Magnetics LLC Company Address: 6720 Via Austi Parkway,Suite 450 City:Las Vegas State: Nevada Zip: 89119 Contact Person:Adam Johnson Title/Position:VP-Corporate Development and Strategy Telephone Number:702-389-6424 Mobile Telephone Number: 847-436-9881 Fax Number:n/a E-Mail Address:ajohnson@mpmaterials.com 1.if the applicant represents a Company.(If a Developer and not a Company,proceed to#2.) A.Company Ownership(check one): [:Publicly Traded Stock r7,Privately Held B.Form of Business(choose one): Partnership C.How long has the company been In operation(Years)?1 D.Company Industry:NAICS 332999-All Other Miscellaneous Fabricated Metal Product Manufacturing E.Describe the Company's principal business: MP Magnetics LLC's primary business is to manufacture rare earth magnets and related materials.MP Magnetics LLC is a subsidiary of MP Materials Corp.(NYSE:MP),which specializes in mining and refining rare earth metals.MP Materials Corp.'s open-pit mine in California is the only rare earth metal mining and processing facility in the United States,accounting for approximately 15%of the world's supply of rare earth metals in 2020. i F.Describe the Company's international presence,if any: MP Magnetics LLC does not currently have an international presence but may have an international presence in the future. That international presence may include company-owned international facilities. G.Describe the Company's corporate citizenship practices: Sustainability is core to our mission.We believe our Mountain Pass rare earth metals mine is the world's cleanest,most environmentally conscious rare earth facility.We endeavor to advance 11 of the United Nations'17 Sustainable Development Goals,across areas including clean energy,green mining,ownership culture and employee empowerment, and securing of strategic resources. 2.If the applicant represents a Developer. A.Describe the Developer's experience and background.Please include similar projects that you have constructed including the project type and location(attach additional sheets as necessary): Not applicable. B.Development Partners(Architect,Engineering Team, Interior Design,General Contract,etc.) Not applicable. Page 2 of 6 Next Page Previcus Page Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page I of: lil.PROJECT INFORMATION Please include below the project description, project benefits and how the project positively impacts the community. Any Incentives given by the Cily should be considered only"gap"financing and should not he considered a substitute for debt and equity. However,the City Is under no obligation to provide gap financing just because a gap exists. In order for a Company or Developer to be eligible to receive incentives for a project,the Company/Developer: A.Must complete and submit this application and the application fee to the City; B.Company/Developer or Company/Developer's principals must not be delinquent in paying property taxes for any property owned in Fort Worth; C.Company/Developer or Company/Developer's principals must not have ever been subject to the City of Fort Worth's Building Standards Commission's Review; D.Company/Developer or Company/Developer's principals 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 liens. 1.Project Description(attach additional sheets as necessary): MP Magnetics LLC is evaluating an expansion of its business operations into either the Greater Dallas/Fort Worth or Chicago markets.MP Magnetics LLC expects to buy land and construct an approximately 250,000 square foot facility to include a headquarters,development center,and commercial manufacturing.The company intends to hire approximately 90 new employees to work at the facility.Of those 90 employees,approximately 20 will be classified as management or engineering positions;and the other 70 employees will be classified as advanced manufacturing positions. 2.In what way will the project benefit the surrounding area or serve as a catalyst for additional development and/or business opportunities for the local economy(i.e.attract suppliers or customers)? This project will positively affect the surrounding area by creating 90 high-quality jobs and investing$100 million in a new building,machinery,and equipment.Furthermore,the company will increase the supply chain for rare earth materials and associated products,creating growth opportunities for rare earth metal processing,fabrication,research,and development in the Fort Worth area. 3.Describe how the project positively impacts the community. In addition to the benefits outlined above,the job creation associated with this project will have a compounding effect on new jobs and wages in the area.According to JobsEQ,economic modeling for 90 new direct jobs indicates a compounding effect of 39 indirect and induced jobs equating to an additional$7.77 million in total compensation within the region. lll.PROJECT DETAILS 1.Proposed Project Site Address:13840 Independence Parkway,Fort Worth,TX 76177 2.Proposed Project Site Land Size(Acres):17.63 acres 3.Will environmental remediation be required?No 4. Is this an existing facility or will a new facility be constructed? r- New r Existing A.If new,what is the construction:Anticipated Start Date:2/2022 Anticipated Completion Date:11/2022 B.If existing,is this an adaptive reuse? 5.Type of Project(choose one): Commercial/Industrie 6. Building Area(Square Feet)Requirements: (a)Office 37,500 (b)Manufacturing 218,400 (c)Warehouse (d)Showroom/Retail (a)Other 2,500 Total Area(a+b+c+d+e): 258,400 SF 7.Will this facility be LEED certified,and if so,at what level? Yes 8.Public open space included within the proposed project site:No SF/Acres Page 3 of 6 Next Page Previous Page Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 23 of 26 III.PROJECT DETAILS(ConUneed) 9.!f the applicant represents a Company,(1f a Developer and not a Company,proceed to#10,) A. Is the Company expanding Its existing local operations or relocating its operations from somewhere else to our area? F7 Expansion r Relocation B.if a relocation,where Is the company currently located?Las Vegas,Nevada C.Does the company plan to lease or own the facility in Fort Worth? r Lease (✓Own D.If the company is planning to lease space in Fort Worth,what Is the lease term? Years E.Describe the specific operations and services to be provided or products to be manufactured at the proposed Fort Worth facility(attach additional sheets as necessary)- If Fort Worth is selected for the project,the company will construct a 250,000 square foot facility to include a headquarters, development center(product,process,and applications),and commercial manufacturing.This facility will house the core business functions of the company as well as research and development for product development and application testing. Furthermore,the site will include a low-volume manufacturing facility with small-scale production capabilities for the company's various products. 10.Development requests that will be for the project(select all that apply): F?Replat r Rezoning Current Zoning:K Heavy Ind. Requested Zoning: _ r Variances If yes,please describe: r Downtown Design Review Board r Landmark Commission r Public Infrastructure Assistance 11.Real Estate Investment A.Current Assessed Valuation of:Land$793,350 Improvements$0 B.Total Construction Costs:$40,000,000 C.Hard Construction Costs:$35,000,000 12.Business Personal Property and Inventory A Business Personal Property Total investment on equipment,machinery,furnishing,etc.:$60,000,000 r.Lease (✓Purchase "Estimated taxable value of equipment,machinery,furnishing,etc.:$60,000,000 *'This is the value that will be on the tax rolls which includes all tangible property. B.Inventory and Supplies Value of Inventory:$10,400,000 _Value of Supplies: $13,300,000 Percent of inventory eligible for Freeport Exemption(inventory,exported from Texas within 175 days) % 13.Total Capital Investment(Real Estate and Business Personal Property):$100,000,000 IV.EMPLOYMENT AND JOB CREATION On the Protect Site 1.How many persons are currently employed? 0 2.What percent of current employees above are Fort Worth residents? % 3.What percent of current employees above are Central City residents? % Page 4 of 6 Next Page Previous Page Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 24 of 26 IV.EMPLOYMENT AND JOB CREATION(Continued) 4.Please complete the following table for new jobs to be created from direct hire by applicant. Currently At Completion Estimated By I Estimated By Fifth Year I Tenth Year Retained Jobs 0 0 0 0 New Jobs to be Created 0 90 90 90 Total Jobs at PrajecI Site 0 90 1) 90 %of Net Jobs to be filled by 0% 20% 204 20% Fort Worth Residents %of Net Jobs to he filled by 6% 1A 109i 1 a95 Central City resldents 5.Please attach a description of the jobs to be created,tasks to be performed for each and wage rate for each classification. 6.Does the applicant provide the following benefits: 1✓ Retirement [;Health [✓:,Dental r Domestic Partner 7.Average wage paid to employees to be located at the project site:$80,000 8.Describe the Company's talent recruitment efforts: MP Magnetics LLC will post available positions on its website as well as with other popular job aggregation services, including Indeed,Linkedln;and Monster.Furthermore,the company will partner with regional and local education providers such as community colleges,universities,and trade schools as sources of talent recruitment and ongoing skills development.The company will also work with the City of Fort Worth to identify any ongoing talent gaps or skills training deficiencies. V.INCENTIVES REQUEST Incentive(s)Requested: T,/--Tax Abatement I— Chapter 380 Economic Development Program Grant Do you intend to pursue abatement of County taxes? (a Yes (No If requesting a Tax Abatement please refer to the Tax Abatement Policy for a comprehensive explanation of eligibility requirements. VI.LOCAL COMMITMENTS During Construction 1.What percent of the total construction costs described in Section III,Question 11 will be committed to: A.Fort Worth businesses?25 % B.Fort Worth Certified Minority and Women Business Enterprises?5 % For Annual Supply and Service Needs Regarding discretlonary supply and service expenses(i.e landscaping,office or manufacturing supplies,janitorial services, etc.,excluding utilities): 2.What is the annual amount of discretionary supply and service expenses? $ 2,25Q,000 3.What percentage will be committed to Fort Worth businesses?25 4.What percentage will oe committed to Fort Worth Certified Minority and Women Business Enterprises?5 VII.DISCLOSURE5 Is any person or firm receiving any form of compensation,commission or other monetary benefit based on the level of incentive obtained by the applicant from the City of Fort Worth?If yes,please explain and/or attach details. The company has retained a site selection firm,Ginovus,LLC,to assist the company with the process.of selecting a location for its new facility. As part of the site selection process,Ginovus is assisting the company with the incentive approval and compliance management process. Page 5of6 next page Previnusrar�e Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 25 of 26 Vill.ADDITIONAL INFORMATION(TO BE ATTACHED) These documents must be submitted with the appllcaton,otherwise the application will be deemed incomplete and will not be reviewed: a.)Attach a site plan of the project. b.)Explain why incentives are necessary for the success of this project.Include a business pro-forma or other documentation to substantiate your request. c.)Describe any environmental impacts associated with this project. d.)Describe the infrastructure improvements(water,sewer,streets,etc.)that will be constructed as part of this project. a.)Attach a talent:recruitment plan,if applicable. f.)Attach a legal description or surveyor's certified metes and bounds description. g.)Attach a copy of the most recent property tax statement from the appropriate appraisal district for all parcels involved in the project. h.)Attach a brief description of the employee benefit package(s)offered(i.e.health insurance,retirement,public transportation assistance,day care provisions,etc.)including portion paid by employee and employer respectively. i.)Attach a plan for the utilization of Fort Worth Certified MNVBE companies. j.)Attach a listing of the applicant's Board of Director's,if applicable. k.)Attach a copy of Incorporation Papers noting all principals,partners,and agents and all Fort Worth properties owned by each. I.)Attach the purchasing representative's company contact information if known. The cumpar,r is resN.—moie nor paying $5,000 as an application fee. If the application is withdrawn before the project Is presented to City Council in Executive Session, the fee is refunded. Upon presentation to City Council in Open Session, $2,000 is nonrefundable and is applied to offset costs incurred by the Economic Development Department.Upon approval by City Council,the balance of$3,000 can be credited towards required building permits, inspections fees,replatting tees, and other costs of doing business with the City related to the development.Any unused credit balance upon completion of the Project will be tfunded upon request from the company. IX.CERTIFICATION On behalf of the applicant,I certify me information contained in this application,including all attachments to be true and correct.I further certify that,on behalf of the applicant,I have read the current Incentive Policy and all other pertinent City of Fort Worth policies and I agree with the guidelines and criteria state therein. Printed Name: Elliot D.Hoops Title: General Counsel Date: Nov 18,2021 D41eM 0.Vo4 G Elid 0.Nlo� Signature:EIIIOt D.Hoops Ds.::ml.n.ie io:w:as oeoD Submit by E-mai Print Form Previous Page Tax Abatement Agreement between City of Fort Worth and MP Magnetics LLC Page 26 of2n 9/19/22,2:32 PM M&C Review Official site of the City of Fort Worth,Texas CITY COUNCILAGEi ' _ FOB WoRTH Create New From This M DATE: 1/25/2022 REFERENCE NO.: M&C 22-0068 LOG NAME: 17MPMAGNETICSTA CODE: C TYPE: NON-CONSENT PUBLIC HEARING: NO SUBJECT: (CD 7) Authorize Execution of a Seven-Year Tax Abatement Agreement with MP Magnetics LLC, or Affiliates, for the Development of a 200,000 Square Foot Corporate Office and Manufacturing Facility Having a Cost of at Least $100 Million, Located at 13840 Independence Parkway in Tax Abatement Reinvestment Zone No. 103, City of Fort Worth, Texas RECOMMENDATION: It is recommended that the City Council: 1. Authorize the execution of a seven-year Tax Abatement Agreement with MP Magnetics LLC, or Affiliates, for the development of a 200,000 square foot corporate office and manufacturing facility having a cost of at least $100 million, located at 13840 Independence Parkway in Tax Abatement Reinvestment Zone No. 103, City of Fort Worth, Texas; and 2. Find that the terms of, and the property subject to, the Tax Abatement Agreement meet the criteria and guidelines set forth in the City of Fort Worth's General Tax Abatement Policy (Resolution No. 5337-01-2021). DISCUSSION: MP Magnetics LLC is a company that manufactures rare earth materials. Founded in 2017, the company is based in Las Vegas, Nevada. MP Magnetics LLC is rapidly expanding its presence and market share in the United States (U.S). In addition to advanced manufacturing, functions within the City of Fort Worth (City) facility will include housing the North American headquarters operations as well as product design and prototyping. Following a multi-state site selection process, an existing facility located at 13840 Independence Parkway (Project Site) in Fort Worth was identified for the 200,000 square foot manufacturing location. The property will be owned by MP Magnetics LLC or an Affiliate (MP Magnetics). In order to facilitate the establishment of MP Magnetic's U.S. headquarters, the City proposes to provide seven annual tax abatements to MP Magnetics with an estimated total value of $2,762,300.00. The tax abatement will be tied to the amount of investment made by MP Magnetics and satisfaction of other project and spending requirements, as follows: Investment: 1. MP Magnetics must expend a minimum of $40,000,000.00 in total construction costs at the Project Site on or before December 31, 2023, 2. MP Magnetics must locate taxable business personal property (BPP) that is new to the City at the Project Site having a minimum taxable appraised value of $60,000,000.00 by January 1, 2024; and 3. MP Magnetics will be required to spend 15 percent of hard and soft construction costs with contractors that are Business Equity Firms. Failure to meet this requirement will result in a reduction of the grant by 10 percent. MP Magnetics must provide a minimum of 30 full-time jobs on the Project Site by December 31, 2023 and maintain a minimum total of 30 full-time jobs on the at the Project Site for the term of the agreement. Average annual salary for all full-time jobs must be a minimum of$80,390.00. Salary includes direct pay and planned bonuses, but not benefits, expense reimbursements, or discretionary bonuses. apps.cfwnet.org/cou ncil_packet/mc_review.asp?I D=29620&cou ncildate=1/25/2022 1/3 9/19/22,2:32 PM M&C Review City Commitments: 1. The City will enter into a Tax Abatement Agreement with MP Magnetics for a term of seven yea rs; 2. A percentage of MP Magnetics abatement will be tied directly to its ability to provide a minimum of number of full-time jobs at the Project Site by certain dates. At a minimum, MP Magnetics must provide 30 full-time jobs on the Project Site on or before December 31, 2023 and retain such jobs throughout the term of the Agreement. The abatement percentage will graduate up if Company meets the minimum annual employment thresholds set forth in the table below Failure to meet the employment commitment will result in a reduction of the corresponding component of the abatement for that year proportional to the amount the commitment was not met. 3. The amount of real property and BPP taxes to be abated in a given year will be equal to up to sixty percent (60\%) of the incremental value of the property as determined by the Tarrant Appraisal District multiplied by the applicable tax rate for the year. At no time will the cumulative amount of the abatement exceed the lesser of (i) $2,762,300.00 or (ii) one hundred fifty percent (150\%) of the amount of the minimum capital investment expenditure for the Real Property Improvements and BPP. The percentage abatement will be calculated per the table below; and 4. The first year in which MP Magnetics will be eligible to receive a tax abatement is the 2024 tax year, based on MP Magnetic's compliance with minimum construction costs for the development and compliance with all other commitments during 2023. TABLE - Maximum Potential Abatement with Corresponding Components: Year 1 Year 2 Year 3 Property Owner or Potential Potential Potential Company Commitment Abatement Abatement Abatement Pase Commitment: Real and Business Personal Property 5.0 percent 5.0 percent 5.0 percent Investment = $100M BEF Commitments 10.0 (15\% of Total 10.0 percent 10.0 percent Construction Costs) percent Annual Commitments: Average Annual Salary for 30-90 Full-Time Jobs 2.5 percent F .5 percent 2.5 percent > $80,390.00 Overall __ Employment>=30 (as 2.5 percent 2.5 percent 2.5 percent applicable Overall Employment>=60 (as I - 20.0 percent 20.0 percent applicable) Overall Employment >= 90 (as applicable) - - 20.0 percent Total I 20.0 40.0 percents 60.0 percent percent This project is located in COUNCIL DISTRICT 7. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that approval of this agreement will have no material effect on the apps.cfwnet.org/council_packet/mc_review.asp?I D=29620&counci ddate=1/25/2022 2/3 9/19/22,2:32 PM M&C Review Fiscal Year 2022 Budget. While no current year impact is anticipated from this action, any effect on expenditures and revenues will be budgeted in future Fiscal Years and will be included in the long- term financial forecast. TO Fund Department Account Project Program Activity Budget Reference# Amount ID ID Year (Chartfield 2 FROM Fund Department Account Project Program I Activity Budget Reference# Amount ID I Year Chartfield 2 Submitted for City Manager's Office by. Jay Chapa (5804) Originating Department Head: Robert Sturns (2663) Additional Information Contact: Robert Sturns (2663) Kelly Baggett (2617) ATTACHMENTS MP Magnetics-Form 1295-Executed.pdf (CFW Internal) TARZ103 map.pdf (Public) apps.cfwnet.org/council_packet/mc_review.asp?I D=29620&counci ddate=1/25/2022 3/3