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HomeMy WebLinkAboutContract 59668STATE OF TEXAS § COUNTY OF TARRANT TAX ABATEMENT AGREEMENT CSC No. 59668 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 BEAUTY MANUFACTURING SOLUTIONS CORP., a Texas corporation ("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 November 29, 2022, the City Council adopted Ordinance No. 25887-11-2022 ("Ordinance") establishing Tax Abatement Reinvestment Zone No. 104, City of Fort Worth, Texas ("Zone"). D. Company, which specializes in manufacturing personal care products, owns property located at 5650 Alliance Gateway, 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 400,000 square feet on the Land for its manufacturing operations. F. On October 18, 2022, Company submitted an application for tax abatement ("Application") to the City concerning plans for development of the Land, including construction of the Required Improvements (as defined below), which Application is 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 $70 million as follows: at least $30 million in Construction Costs for the Real Property Improvements and at least Tax Abatement Agreement between OFFICIAL RECORD City of Fort Worth and Beauty Manufacturing Solutions Corp. CITY SECRETARY I of 20 FT. WORTH, TX $40 million in New Taxable Tangible Personal Property to be installed on the Land in connection with manufacturing business operations within the Real Property Improvements (the "Required Improvements"). Company is also committing to provide at least 250 new Full-time Jobs whose average annual Salaries will equal at least $65,800.00. 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 70 percent (70%) 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 Can means Two Million Dollars and No Cents ($2,000,000.00), which is the aggregate amount of Abatement, which may be increased to Three Million Five Hundred Thousand Dollars and Zero Cents ($3,500,000.00) if Company expends at least $90 million (in aggregate) on Required Improvements on or before December 31, 2028. Abatement Term means the term of 10 consecutive years, commencing on January 1 of the Second Operating Year and expiring on December 31 of the tenth (loth) 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 more than fifty percent (50%) of the ownership determined by either value or vote. Annual Salary Commitment has the meaning ascribed to it in Section 4.5. Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 2 of 20 Annual Salary Percentage has the meaning ascribed to it in Section 6.5. Applications has the meaning ascribed to it in Recital F. 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). BEF Construction Commitment has the meaning ascribed to it in Section 4.3. 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, 2024. Compliance Auditing Term means the term of ten consecutive years, commencing on January 1 of the First Operating Year and expiring on December 31 of the tenth (10th) 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 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. 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. Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 3 of 20 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 4.4.2. 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 period covered by this Agreement. Ordinance has the meaning ascribed to it in Recital C. Overall Emplovment Commitment has the meaning ascribed to it in Section 4.4.1. Overall Emplovment Percentage has the meanings ascribed to it in Section 6.4.1. Overall Improvement Percentage — Remaining has the meaning ascribed to it in Section 6.2.2. Overall Improvement Percentage — Year 1 has the meaning ascribed to it in Section 6.2.1. Personal Property Improvement Commitment has the meaning ascribed to it in Section 4.2.1. Policy has the meaning ascribed to it in Recital A. Real Property Improvement Commitment has the meaning ascribed to it in Section 4.1.1. Real Property Improvements means manufacturing and office facilities constructed on the Land consisting of at least 400,000 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 4.8. 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, 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. Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 4 of 20 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. 4.1. Real Property Improvements. 4.1.1. Company must expend or cause to be expended at least Thirty Million Dollars and Zero Cents ($30,000,000.00) 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 Forty Million Dollars and Zero Cents ($40,000,000.00) ("Personal Property Improvement Commitment") must be in place on the Land by January 1, 2026. 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. 4.3. Construction SDendina 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"). 4.4. Employment Commitment. 4.4.1. Company must employ a minimum of 250 Full -Time Jobs on the Land by December 31, 2025 and maintain such jobs as set forth below for each year of the Abatement Term ("Overall Employment Commitment"). 4.4.2 Company must maintain a minimum of 250 new Full -Time Jobs on the Land from and after the date set forth above, for each year of the Abatement Term (each a "New Job"). A Full -Time Job will be considered new if the individual was hired on or after January 1, 2023 and held the Full -Time Job as of December 31 of the previous calendar year. 4.4.3 Determination each year of compliance with this Overall Employment Commitment will be based on the employment data in the Annual Employment Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 5 of 20 Report required by Section 4.6.2 and provided by Company to the City for the year under evaluation. 4.5. Average Annual Salarv. 4.5.1 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 Sixty -Five Thousand Eight Hundred Dollars and Zero Cents ($65,800.00) ("Annual Salary Commitment"). 4.5.2. 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. 4.6. Reports and Filings. 4.6.1. 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 Thirty Million Dollars and Zero Cents ($30,000,000.00) 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. 4.6.2. Annual Emplovment 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. 4.6.3. 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. Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 6 of 20 4.7. Inspections of Land and Improvements 4.7.1. 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 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. 4.7.2. 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 reasonable advance notice. 4.8. 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"). 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. 4.9. Use of Land. 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. 4.10. Abatement Application Fee. 4.10.1. 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. 4.10.2. 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. 4.10.3. 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. Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 7 of 20 4.10.4 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 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. 6.1.1. 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. 6.1.2. 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 on New Taxable Tangible Personal Property attributable to increases in the value of such improvements, which percentage will equal the sum of the Overall Improvement Percentage — Year 1 or Overall Improvement Percentage — Remaining (as applicable), the BEF Construction Percentage, Overall Employment Percentage, and the Annual Salary Percentage, as set forth below (not to exceed seventy percent (70%)). 6.2. Real Property Imnrovement and Personal Proaerty Commitments. 6.2.1 Year 1 the Abatement Term. During first year of the Abatement Term, City will grant an abatement to Company equal to sixty percent (60%) of the overall Abatement ("Overall Improvement Percentage — Year 1") if Company meets both the Real Property Improvement Commitment and Personal Property Improvement Commitment. 6.2.2 Years 2-10 of the Abatement Term. During the remaining term of the Abatement Term (Years 2-10), City will grant an abatement to Company equal to forty percent (40%) of the overall Abatement ("Overall Improvement Percentage - Remaining") if Company meets both the Real Property Improvement Commitment and Personal Property Improvement Commitment. Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 8 of 20 6.3. BEF Construction Cost SiDendine (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 Emglovment (10%) 6.4.1. A percentage of the Abatement will be based on the extent to which the Company meets the Overall Employment Commitment ("Overall Employment Percentage"). The Overall Employment Percentage in a given year will equal the product of ten percent (10%) multiplied by the percentage by which the Company met the Overall Employment Commitment in the previous calendar year, which will be calculated by dividing the actual number of Full -Time Jobs provided on the Land in the previous year by the number of Full -Time Jobs constituting the Overall Employment Commitment for that year. 6.4.2. For example, if Company only employed 200 individuals with Full -Time Jobs on the Land in 2028 instead of the required 250, the Overall Employment Percentage for the following year would be 48% instead of 10% (or .1 x [200/250]), or .1 x .80, or .08. If the Overall Employment Commitment is met or exceeded in any given year, the Overall Employment Percentage for the Abatement in the following year will be eight percent (8%). 6.5. Annual Salary (10%) 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 ten percent (10%). 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 $70,000,000 (minimum Real Property Improvement and Personal Property Improvement Commitments) x 1.5 x City's Tax Rate (then in effect). 6.6.2 Notwithstanding anything to the contrary, aggregate Abatements will be subject to and will not exceed the applicable Abatement Cap. Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 9 of 20 7. DEFAULT, TERMINATION AND FAILURE TO MEET VARIOUS DEADLINES AND COMMITMENTS. 7.1. Failure to Meet Real Property Imnrovement 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 Emplovment 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. Knowine Emplovment of Undocumented Workers. 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 2264.00](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(l) (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 Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 10 of 20 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 previous year as of December 31 of the tax year for which the Abatement 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 Reauired 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 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 Pav Taxes or Non -Compliance with Other Leval Rea uirements. 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 Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 11 of 20 Agreement, in which case the non -defaulting party must provide the defaulting party 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. 7.8. Statutory Damages. 7.8.1 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. 7.8.2 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. 7.8.3 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 Event of Default and that this Section 7.8 is intended to provide the City with compensation for actual damages, as authorized by the Code, and is not a penalty. 7.8.4 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. 7.8.5 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 Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 12 of 20 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, AT NO COST TO THE CITY, AGREES TO DEFEND, INDEMNIFYAND HOLD THE CITY, AND ITS RESPECTIVE OFFICERS, AGENTS SERVANTS, REPRESENTATIVES, AND EMPLOYEES, HARMLESSAGAINSTANYAND ALL CLAIMS, LAWSUITS, ACTIONS, COSTS AND EXPENSES OF ANY KIND, INCLUDING, BUT NOT LIMITED TO, THOSE FOR PROPERTY DAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO COMPANY'S BUSINESS AND ANYRESUL TING 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) ANY NEGLIGENT ACT OR OMISSION OR INTENTIONAL MISCONDUCT OF COMPANY, ITS OFFICERS, AGENTS, ASSOCIATES, EMPLOYEES, CONTRACTORS (OTHER THAN THE CITY) OR SUBCONTRACTORS, RELATED TO THE REQUIRED IMPROVEMENTS; THE LAND AND ANY OPERATIONS AND ACTIVITIES THEREON; OR THE PERFORMANCE OR NON-PERFORMANCE OF THIS AGREEMENT OTHERWISE. THIS SECTION WILL SUR VIVE ANY TERMINATION OR EXPIRATION OF THIS AGREEMENT. 10. NOTICES. 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: City of Fort Worth Attn: City Manager 200 Texas Street Fort Worth, Texas 76102 With copies to: 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 Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. Company: Beauty Manufacturing Solutions Corp. Attn: Peter Song, CEO 1250 Freeport Parkway Coppell TX 75019 With copies to: Geary, Porter, & Donovan, P.C. Attn: Casen Gregg 16475 Dallas Parkway Suite, 400 Addison, Texas 75001 13 of 20 11. EFFECT OF SALE OF LAND OR REOUIRED 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 Council to (a) an Affiliate (including, but not limited to, Fort Song, LLC) 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 is subject to all applicable Legal Requirements. 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 party'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, Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 14 of 20 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. 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. 21. 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. 22. 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. Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 15 of 20 23. 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. 24. 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. 25. 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. EXECUTED as of the last date indicated below: [SIGNATURES IMMEDIATELY FOLLOWING] Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 16 of 20 CITY: By: William Johnson (M 26, 2023 07:01 EDT) William Johnson Assistant City Manager Date: BEAUTY MANUFACTURING SOLUTIONS CORP. A Texas corporation By. Name: pe-De ✓ 5orz)- Title: CC—D Date: �11Z3 FOR CITY OF FORT WORTH INTERNAL PROCESSES: Approval Recommended: By: Name: Robert Sturns Title: Director, Economic Development Approved as to Form and Legality: By: d uJ�� Name: Tyler F. Wallach Title: Assistant City Attorney Contract Authorization: M&C: 22-0959 Form 1295: 2022-942953 Selena Ala Senior Executive Assistant to City Management May 30, 2023 Selena Ala (May 3CDT) Contract Number: Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. Contract Compliance Manager: By signing I acknowledge that I am the person responsible for the monitoring and administration of this contract, including ensuring all performance and reporting requirements. Cheh'e 60140ir By: Cherie Gordon (May 24, 202313:57 CDT) Name: Cherie Gordon Title: Business Development Coordinator City Secretary: dpU4pq FORt 09 P�,,o -1 d 0Va o=� Qm.n,nsz+;,i % .���cxs adp nEXA5o4 By. — Name: Jannette Goodall Title: City Secretary o�PRYP�SELENA ALA z n Notary Public * * STATE OF TEXAS �9��� Notary I.D. 132422528 OF My Comm. Exp. Mar. 31, 2024 OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX 17 of 20 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 day of .202. Notary Public in and for the State of Texas Notary's Printed Name Beauty Manufacturing Solutions Corporation a Texas corporation: STATE OF COUNTY OF BEFORE ME, the undersigned authority, on this day personally appeared Pp- tet- 56+� , Ce—c0 of Beauty Manufacturing Solutions Corp., a Texas corporation, known to me to be the person whose name is subscribed to the foregoing instrument, and acknowledged to me that s/he executed the same for the purposes and consideration therein expressed, in the capacity therein stated and as the act and deed of Beauty Manufacturing Solutions Corp.. GIVEN UNDER MY HAND AND SEAL OF OFFICE this day of AA 111 O 12023. Ky'P�'�i ISABEL C ROSALES e' Notary Public in and forP Notary Public, State of Texas the State Of t ExAtS 9r' +P Comm. Expires 07-24-2023 °;,i�`�� Notary ID 13210950-0 r IS A13ec. C. dZos A Ct'S Notary's Printed Name Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 18 of 20 EXHIBIT A DESCRIPTION AND MAP DEPICTING THE LAND Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 19 of 20 GENERAL NOTES _ rhr �m p*hl LIFE SAFETY LEGEND r .,• 111 ®9 ON i11 i 7=, - 111MIIIIIIII — IIIIIillllllllll ---�/1111111 ON r - All aii Q b I I s®iiaa'm�-y--------------------- CFire and Life Safety Plan -Level 1 ROW RUE NORM NORTH ury%. a aw, mm FIRST LEVEL - PLUMBING FIXTURE CALCULATIONS SECOND LEVEL - PLUMBING FIXTURE CALCULATIONS r m ro Ixmromg � . • -- I � � � � �i wr .a wn..m�'"s/x�a ..�„�-,emxo, mx nuv na mwwm rw.mxx vw c mvxe[o. xr� • .ax m mn. wm �/.m nxwx[o�m txw m werxun ramw� avu x cxoom ww KEY PLAN Fire and Life Safety Plan - Level 2 2 T PUN TRUE NORTH NORM tlesign group BMSC-AG2 5650 AM— GaN a 7Y Fon Wath,7X 7617 76177 —ND IEVEI BUILDING INFORMATION (CODE ANALYSIS) ax,o�xc wu "LOWO m 1/3W19 :1 CONSTRUCTIOANFORMATION 10 .mu/°xmx°I .mxNU � w%aV� Q� mm m �. ,o snul u n., LL- m,I Mavab IIyp��mvmes wwna..r.a..an tea' Fla and U% Safely M- • Ovemll G2.OA EXHIBIT B TAX ABATEMENT APPLICATION Tax Abatement Agreement between City of Fort Worth and Beauty Manufacturing Solutions Corp. 20 of 20 FORT WORTH. Economic Development Incentive Application Date 10/18/2022 Project name Project Foundation Applicant Information Consultant Information Beauty Manufacturing Solutions Corp Company / Fort Song LLC Company Contact Name Peter Song Contact Name Title CEO Title Address 1250 Freeport Pkwy Address City, State ZIP Coppell, TX 75019 City, State ZIP Phone 972-241-9665 x204 Phone Email psong@beautymanufacture.com Email Project Description Development of a Personal Care and Cosmetic Manufacturing Plant at 5650 Alliance Gateway. The factory would make products ranging from Shampoo to serums from mixing formulas to filling bottles, jars and tubes. The plan would encompass the total process of creating products from development of new products through an innovation lab and R&D center, commercialization and scale up, manufacturing, quality and distribution. Support functions including Sourcing, Purchasing, Accounting, and Sales would also be part of the plant. The project would involve a rennovation of the existing building at 5650 Alliance Gateway to add infrastruction to support manufacturing and remodeling to add laboratory space. Adding of state of the art automation through robotics and processing equipment. Project Impact: The project would bring hundreds of new jobs to the area, additionally over 100 million units of perosnal care products would be made each year at this plant, resulting in potental development of upstream and downstream suppliers to support production. Financial Gap, Project Impediment, or Multi -region Competition: Manufacturing is a cost -driven sector and one where tax incentives drive investment into technologies that allows sites to be competitive. Seperately, the increase in property values in the City of Fort Worth have made it challenging to look at sites for development as surrounding cities have offered green field site for devlopment at no cost. Business Expansion or Relocation Continue to next section if not applicable Form of Business Publicly Traded Corporation No If other, describe Ticker Symbol Years in Operation Industry Expansion or Relocation 28 Years Manufacturing Expansion Parent Company NA I CS 325620 Current Location: Coppell, TX If Investment Fund (Including PE, VC, Family Office, Institutional, Infrastructure Fund, etc.): Assets Under Mgmt. Portfolio Size (Cos.) Describe the Company's Principal Business: Manufacturing of Personal Care and Cosmetic Product for the World's top Beauty Brands Describe the Company's International Presence, if any: BMSC supplies products globally including Europe, Asia, South America and throughout North America. Describe the Company's Corporate Citizenship Practices: BMSC believe stronging in setting the standard for Corporate Citizenship. We a part of the UN Global Compact for Corporate Governance. We also report to EcoVadis and CDP to be good stewards of our business. Real Estate Development Continue to next section if not applicable Describe the Development Team: BMSC has built several plants throughout the DFW Metroplex including Farmers Branch and Coppell. Our current manufacturing plant in Coppell is over 320,000 square feet. Project Partners: PDMS Site Plan, Illustrations, and Other Documents Attach: 1) Site Plan, 2) Illustrations or Renderings, 3) Environmental Documents, 4) Survey, 5) Legal Description Project Financial Statements: Attach documents outlining project Sources & Uses, Capital Stack, and Pro Forma, if available. If Hotel Project: Total Number of Keys Project Site Details Project Site Address 5650 Alliance Gateway Total SF Meeting Space Project Site Acreage Existing or New Remodel / Adaptive Reuse Historic Designation(s) [Select] Page 2 of 4 Current Land Valuation Improvements Valuation $70,000,000 Project Type Industrial If Other, Describe: Est. Start Date 11/15/2022 Est. Completion Date 12/31/2024 Project Type Industrial If Other, Describe: Anticipated Ownership Currently Own Term of Lease (Years) Current Zoning Light Industrial Requested Zoning Variances Required No Describe Variances: Capital Improvement & Investment Details Total Construction Costs $30,000,000 Hard Construction Costs New Personal Property $40,000,000 Historic Tax Credits Annual R&D Expenses $1 M Annual Patents $0 Value of Inventory $10M-40M Value of Supplies Est. Value of Imports $4M Est. Value of Exports $15M Employment and Job Creation Current Employment 403 Avg. Wage (of Current) New Employees (FTEs) 250 Avg. Wage (of New) $65,800 Description of Existing Positions and New Positions to be Added and Hiring Schedule: Please utilize the "Employment Info" tab to outline the number and average annual salaries of existing, as well as new employees, by job category (executive, professional, etc.), as well as hiring schedule for new positions (i.e. how many new employees at Project Completion, Year 1, Year 3, and so forth.) Other Incentive Requests Do you intend to pursue abatement of County taxes? Yes Do you intend to pursue State Economic Development incentives? Yes Description of Other Incentives: [Desribe State or County incentives pursued] Page 3 of 4 Confidentiality & Disclosures State Law and City of Fort Worth practices and procedures guard the confidentiality of information and materials submitted in application or negotiation for economic development incentives (Section 552.131. Confidentiality of Certain Economic Development Negotiation Information). Unlesss otherwise permitted by or coordinated with the applicant, all information will be kept in strict confidence except where required under applicable state or federal law. City staff will coordinate with the applicant on information disclosures as necessary to the incentive review and approval process. Disclosure of Financial Interest [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.] None Form 1295 Certificate of Interested Parties State law (Chapter 2264, Texas Government Code) requires that all parties entering into an incentive agreement with the City of Fort Worth must complete and submit a Form 1295 Certificate of Interested Parties. Certain exceptions apply. City of Fort Worth Economic Development staff must receive a completed copy of the Form 1295 (which may be delivered by email as a PDF) or an explanation of why Company is excepted from this requirement (to be confirmed by the City Attorneys Office before any proposal for incentives may be presented to the City Council. The Form 1295 can be completed electronically at: http://www.ethics.state.tx.us/whatsnew/elf—info—form1295.htm Application Fee The company is responsible for 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 non-refundable 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 fees, and other costs of doing business with the City related to the development. Any unused credit balance upon completion of the project will be refunded upon request from the company. Certification On behalf of the applicant, I certify the 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. Signature Peter Song Printed Name 10/18/22 Date CEO Title Page 4 of 4 M&C Review Page 1 of 3 A CITY COUNCIL AGEND Official site of the City of Fort Worth, Texas FORTWORTH Create New From This M&C DATE: 11/29/2022 REFERENCE NO.: M&C 22-0959 LOG NAME: 17BMSCEDPA CODE: C TYPE: NOW PUBLIC CONSENT HEARING: NO SUBJECT: (CD 7) Authorize Execution of a Ten -Year Tax Abatement Agreement with Beauty Manufacturing Solutions Corp, or Affiliate, for the Development of a 400,000 Square Foot Manufacturing Facility Having a Cost of at Least $70 Million, Located at 5650 Alliance Gateway in Tax Abatement Reinvestment Zone No. 104, City of Fort Worth, Texas RECOMMENDATION: It is recommended that the City Council: Authorize the execution of a ten-year tax abatement agreement with Beauty Manufacturing Solutions Corp, or affiliate, for the development of a minimum 400,000 square foot manufacturing facility having a cost of at least $70 million, located at 5650 Alliance Gateway in Tax Abatement Reinvestment Zone No. 104, City of Fort Worth, Texas ; and 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). Beauty Manufacturing Solutions Corp (BMSC) is a high-tech manufacturer of beauty products. BMSC was founded in 1922, and purchased by the Song family in 1994 based in Coppell, Texas. BMSC has outgrown their current location and is expanding their presence and market share in the United States (U.S). BMSC is a certified minority -owned firm with 70\% women in the workforce. Following a multi -state site selection process, with Oklahoma and Mansfield, Texas, as competing sites, an existing facility located at 5650 Alliance Gateway (Project Site) in Fort Worth was identified for the minimum 400,000 square foot manufacturing location. The property will be owned by BMSC or an affilate. In order to facilitate the establishment of BMSC's premier manufacturing operation, the City proposes to enter into a tax abatement agreement with BMSC. The tax abatement will be tied to the amount of investment made by BMSC and satisfaction of other project and spending requirements, as follows: Investment: BMSC must expend a minimum of $30 million in total construction costs at the Project Site on or before December 31, 2024; BMSC must locate taxable business personal property (BPP) that is new to the City at the Project Site having a minimum taxable appraised value of $40,000,000.00 by January 1, 2026;and BMSC will be required to spend at least15 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. BMSC must provide a minimum of 250 full-time jobs on the Project Site by December 31, 2025, with average annual salaries of at lest $65,800.00. Citv Commitments: http://apps.cfwnet.org/council_packet/mc review.asp?ID=30512&councildate=l1/29/2022 6/22/2023 M&C Review Page 2 of 3 1. The City will enter into a Tax Abatement Agreement with BMSC for a term of ten years. 2. The amount of City real property and BPP taxes to be abated in a given year will be equal to up to seventy percent (70\%). 3. The total value of taxes abated under the agreement will be capped at $2,000,000.00 (Cap). 4. If BMSC invests at least $90 milliion (in aggregate) by December 31, 2028, the Cap will be increased to be $3,500,000.00. TABLE - Maximum Potential Abatement with Corresponding Components: Year 1 Year 2 -10 Company Commitment Potential Potential Abatement Abatement Base Commitment: (Real and Business Personal II Property Investment = $70M 60.0 percent 40.0 percent PBEF Commitments (15\% of 10.0 percent 10.0 percent otal Construction Costs) Annual Commitments: Average Annual Salary for 250 10.0 percent Full -Time Jobs > $65,800.00 (Overall Employment>=250 (as II II 10.0 percent applicable Total 11 70.0 percent 70.0 percent The 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 Fiscal Year 2023 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 ID ID Submitted for Citv Manager's Office bv: Originating Department Head: Additional Information Contact: ATTACHMENTS Program Activity Budget Reference # Amount Year (Chartfield 2) William Johnson (5806) Robert Sturns (2663) Cherie Gordon (6053) Form 1295 Certificate 100966373.pdf (CFW Internal) http://apps.cfwnet.org/council_packet/mc review.asp?ID=30512&councildate=l1/29/2022 6/22/2023 M&C Review Page 3 of 3 Location mn.iDdf (Public) http://apps.cfwnet.org/council_packet/mc_review.asp?ID=30512&councildate=l1/29/2022 6/22/2023