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HomeMy WebLinkAboutContract 58103-A1First Amendment to CSC 58103 Page 1 of 2 FIRST AMENDMENT TO CITY SECRETARY CONTRACT NUMBER 58103, A TAX ABATEMENT AGREEMENT BETWEEN THE CITY OF FORT WORTH AND MP MAGNETICS, LLC This First Amendment to City Secretary Contract Number 58103 (“First Amendment”) 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”). A.The City and Company are currently parties to that certain Tax Abatement Agreement on file with the City Secretary’s Office as City Secretary Contract Number 58103 (“Agreement”). B.Prior to executing the Agreement, the City and Company intended the Completion Date to include the receipt of either a temporary or permanent certificate of occupancy, as reflected in the executed term sheet between the City and Company. C.Therefore, this First Amendment does not constitute a modification of the Agreement but merely corrects a scrivener’s error that the City and Company desire to memorialize through this First Amendment. 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: 1. The definition of Completion Date was always intended to include the receipt of either a temporary or permanent certificate of occupancy and, therefore, the definition is amended to read as follows: “Completion Date means the date as of which all occupiable space within the Required Improvements have received either a temporary or permanent certificate of occupancy.” 2. Capitalized terms used but not identified in this First Amendment have the same meanings assigned to them in the Agreement. 3. Except as otherwise specifically amended in this First Amendment, the Agreement remains in full force and effect. 4. This First Amendment may be executed electronically in multiple counterparts, each of which will be considered an original, but all of which constitutes one instrument. EXECUTED as of the last date indicated below: First Amendment to CSC 58103 Page 2 of 2 CITY: By: ___________________________ William Johnson Assistant City Manager Date: ___________________________ MP MAGNETICS LLC A Delaware limited liability company By: ___________________________ Name: Elliot D. Hoops Title: General Counsel and Secretary Date: ___________________________ FOR CITY OF FORT WORTH INTERNAL PROCESSES: Approval Recommended: By: ______________________________ Name: Robert Sturns Title: Director, Economic Development Approved as to Form and Legality: By: ______________________________ Name: Tyler F. Wallach Title: Assistant City Attorney Contract Authorization: M&C: 22-0068 (Jan. 25, 2022) Form 1295: 2021-825886 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. By: ______________________________ Name: Kelly Baggett Title: Innovation Coordinator City Secretary: By: ______________________________ Name: Jannette Goodall Title: City Secretary 12/21/23, 11:52AM CITY COUNCIL AGENDA Create New From This M&C DATE: CODE 1/25/2022 REFERENCE N O.. C TYPE: M&C Review M&C 22-0068 LOG NAME NON- PUBLIC CONSENT HEARING: 17MPMAGNETICSTA 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. ��RT �'4`ORTI I ---,,�� apps.cfwnet.org/council_packeUmc_review.asp?I D=29620&councildate=1 /25/2022 1 /3 12/21/23, 11:52AM City Commitments: M&C Review 1. The City will enter into a Tax Abatement Agreement with MP Magnetics for a term of seven years; 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: Property Owner or Company Commitment Year 1 Potential Abatement Year 2 Potential Abatement Year 3 Potential Abatement Base Commitment: Real and Business Personal Property Investment = $100M BEF Commitments (15\% of Total Construction Costs) Annual Commitments: 5.0 percent 5.0 percent 5.0 percent Average Annual Salary for 30-90 Full- Time Jobs > $80,390.00 Overal I Employment>=30 (as applicable Overall Employment>=60 (as applicable) Overall Employment >= 90 (as applicable) 10.0 percent 10.0 percent 10.0 percent 2.5 percent 2.5 percent 2.5 percent 2.5 percent 20.0 percent Total 20.0 percent 40.0 percent 60.0 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 Fiscal Year 2022 Budget. While no current year impact is anticipated from this action, any effect on 2.5 percent 2.5 percent 20.0 percent 20.0 percent apps.cfwnet.org/council_packeUmc_review.asp?ID=29620&councildate=1 /25/2022 2/3 12/21/23, 11:52AM M&C Review 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 I Reference # Amount ID ID Year (ChartField 2) Fund Department Account Project Program Activity Budget Reference # Amount ID � ID 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_packeUmc_review.asp?ID=29620&councildate=1 /25/2022 3/3