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HomeMy WebLinkAboutContract 63297CSCO NO. 63297 TRANSPORTATION IMPACT FEE CREDIT AGREEMENT THIS TRANSPORTATION IMPACT FEE CREDIT AGREEMENT (the "Agreement") is made and entered into effective as of the Effective Date (as defined below), by and among THE CITY OF FORT WORTH, TEXAS (the "City"), a Texas home rule municipal corporation, and D.R. Horton - Texas, LTD, a State of Texas company authorized to do business in Texas (the "Owner") (the City and the Owner a "Party", and collectively, the "Parties"). RECITALS WHEREAS, the Owner is the owner of approximately 39.694 acres in Tarrant County, Texas, as described by metes and bounds in Exhibit "A" (the "Property") located within the corporate boundaries of the City. A map of the Property showing its location is attached hereto as Exhibit `B"; and WHEREAS, the Owner desires to proceed with development of the Property as described or illustrated on the Development Plan, attached hereto as Exhibit "C ", which identifies the on - site and/or off -site transportation facilities necessary for serving full development of the Property; and WHEREAS, the City has adopted a Transportation Impact Fee program pursuant to Texas Local Government Code Chapter 395, codified in City Code Chapter 30, Article VIII, as amended, under which transportation impact fees are imposed on new development for impacts to the City's transportation facilities as a result of said development; and WHEREAS, transportation impact fees are collected and must be spent by the City on impact fee eligible transportation facilities identified within the City's adopted Transportation Improvements Plan ("TIP"), as amended, within the service area(s) in which the new development is located; and WHEREAS, the Transportation Impact Fee Program provides for credits against impact fees for dedication of right-of-way and/or construction of transportation improvements identified as impact fee eligible on the adopted TIP; and WHEREAS, the Property is located within service area Z; and WHEREAS, certain transportation facilities depicted on Exhibit "D" are identified as impact fee eligible within the City's adopted TIP and therefore eligible for impact fee credit; and WHEREAS, Owner has agreed to dedicate the right-of-way and/or construct the transportation improvements shown on Exhibit "D" for which credits against transportation impact fees shall be granted; and WHEREAS, the Owner has received preliminary plat approval for South Oak Grove, PP- 22-031, on 03/22/2024; and OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Transportation Impact Fee Credit Agreement- CA-24-003 Page 1 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 WHEREAS, the Owner has dedicated 54,973 square feet of right-of-way for McPherson Boulevard with FP-24-071, recorded as Instrument D225079503, on 05/05/2025; and WHEREAS, the Owner has received approval for construction plans (IPRC22-0152) on 02/28/2024, executed a Future Improvement Agreement (CFA24-0007, City Secretary Contract Number 61165) on 03/21/2024, and deposited with the City the full amount of the future improvement, reference City Project Number 104283, on 03/21/2024. NOW, THEREFORE, for and in consideration of the mutual agreements, covenants, and conditions contained herein, and other good and valuable consideration, the City and the Owner hereby covenant and agree as follows: I. Recitals. The recitals contained in this Agreement are true and correct as of the Effective Date and form the basis upon which the Parties negotiated and entered into this Agreement. 2. Transportation Improvements. Owner agrees to dedicate the rights -of -way for and/or construct the system facilities identified in Exhibit "D". For any transportation improvement which has been previously dedicated or constructed by Owner on the Property and accepted by the City prior to execution of this Agreement, the improvement shall be identified as completed on Exhibit "D". 3. Credits. The Parties agree that the estimated value of the credits for each transportation improvement, expressed in current dollars, shall be as set forth in Exhibit "E". The value of credits associated with the improvements first shall be reduced by the Schedule 2 impact fee associated with any lot for which a building permit has previously been issued, and the net value of credits shown on Exhibit "E" shall be considered as exact. 4. Phasing. The Parties acknowledge that, where it is anticipated that the project will be developed in phases, the anticipated construction of improvements by phase shall be as depicted in Exhibit "D", which is attached hereto and incorporated herein by reference. 5. Allocation of Credits by Phase. The general allocation of credits to each phase of the development shall be as shown on Exhibit "F", which is attached hereto and incorporated herein by reference. The Parties agree that the credits identified in this Agreement shall not be deemed to have been created until the system facility for which credit is to be granted has been dedicated and accepted (in the case of right-of-way) or constructed through an executed Community Facilities Agreement and final acceptance by the City has been obtained. The Parties further agree that, prior to the application of a credit against transportation impact fees otherwise due for any unit of development; the following events shall take place: (a) The number of credits resulting from such improvement has been valued; and (b) Concurrent with final plat approval, a credit allocation shall be provided by the developer for the phase of development to which the credit is to be applied, which allocation Transportation Impact Fee Credit Agreement- CA-24-003 Page 2 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 may either assign the credit, expressed in dollars, to each finally platted lot or may create a credit - pool to be utilized by that phase of development. 6. Term and Effective Date. The term of this Agreement shall be ten (10) years from its Effective Date. 7. Assi2=ent. Owner shall have the right to assign this Agreement to any person or entity ("Owner's Assignee") with the written consent of the City, provided: (a) the assignment is in writing executed by the Owner and its assignee; and (b) the assignment incorporates this Agreement by reference and binds the Owner's Assignee to perform (to the extent of the obligations assigned) in accordance with this Agreement. Each Owner's Assignee shall become a Party to this Agreement upon the execution of such assignment. In no event may this Agreement be construed to authorize assignment of any credits attributable to a system facility to be dedicated or constructed hereunder for use outside the boundaries of the Property. 8. Amendment. This Agreement shall not be modified or amended except as follows: (a) Any revision, amendment, assignment, or modification to this Agreement or any Exhibit or schedule hereto shall be in writing and signed by the Parties. (b) Any revision, amendment, assignment or modification to this Agreement, the Development Plan, or any Exhibit or schedule thereto, shall become effective on the date executed by the Parties or, as applicable, upon the date of approval by the City Council or designated city official. 9. Exhibits. The exhibits attached to this Agreement are incorporated as part of this Agreement for all purposes as if set forth in full in the body of this Agreement. (Remainder of Page Intentionally Left Blank) Transportation Impact Fee Credit Agreement- CA-24-003 Page 3 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 IN WITNESS WHEREOF, the undersigned parties have executed this Agreement to be effective as of the date subscribed by the City's Assistant City Manager. CITY OF FORT WORTH, TEXAS Jesica McEachern Assistant City Manager Date: 05/19/2025 Recommended By: Dalton Harrell (pay 16, 2025 09:24 CDT) DJ Harrell Director, Development Services Approved as to Form and Legality: Douglas Black (May 16, 2025 16:20 CDT) Douglas Black Assistant City Attorney M&C: None required Form 1295: None required ATTEST: ,nn o 0 �o q '0 a aQn nEX4564q Jannette Goodall City Secretary OWNER D.R. Horton — Texas, LTD., a Texas limited partnership By: D.R. Horton, Inc., a Delaware Corporation, its authorized agent Justin Bosworth Assistant Vice President City 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. a nifer Ro erts (May 13, 2025 16:24 CDT) Jennifer H. Roberts Assistant Director, Development Services Department OFFICIAL RECORD Transportation Impact Fee Credit Agreement- CA-24-003 CITY SECRETARY Page 4 of 14 South Oak Grove Estates Section 4 & 5 FT. WORTH, Tx 05/13/2025 EXHIBIT LIST "A" Description of the Property "B" Map of Property "C" Development Plan "D" Eligible Transportation Improvements "E" Credits Against Transportation Impact Fees "F" Allocation of Credits Transportation Impact Fee Credit Agreement- CA-24-003 Page 5 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 EXHIBIT A Description of Property: South Oak Grove Preliminary Plat, PP-22-031 BEING a tract of land situated in the Hiram Little Survey, Abstract Number 930 and the Daniel McVane Survey, Abstract Number 1061, both of Tarrant County, Texas and being all of that certain called 38.389 acre tract of land described in a deed to Lackland Capital Management, LLC as recorded in County Clerk's File Number D222140386 of the Official Public Records, Tarrant County, Texas and being all of that certain called 0.186 acre tract of land described in deed to Lackland Capital Management, LLC as recorded in County Clerk's File Number D222140385 Official Public Records, Tarrant County, Texas, and being all of Tract 1 and Tract 2 described in deed to Lackland Capital Management, LLC as recorded in County Clerk's File Number D224024973 of the Official Public Records, Tarrant County, and being more particularly described by metes and bounds as follows: BEGINNING at a 1/2" iron rod with cap stamped "Pierce -Murray" set for the northwest corner of said called 38.389 acre tract also being the northeast corner of that certain tract of land described in deed to McPherson Road Baptist Church, as recorded in Volume 16638, Page 69, Official Public Records, Tarrant County, Texas and also being at an angle point in the south lot line of Lot 7, Block 9, Kingspoint, Phase 1 A, as recorded in Cabinet A, Slide 10078, Official Public Records, Tarrant County, Texas; THENCE N 68043'19"E, a distance of 1171.80 feet along the common line of the north line of said called 38.389 acre tract and the south line of said Kingspoint Addition and the south line of Kingspoint, Phase 2, as recorded in Cabinet A, Slide 11978, Official Public Records, Tarrant County, Texas to the southeast corner of Lot 16, Block 8, said Kingspoint Phase 2 being a 1/2" iron rod with cap stamped "Pierce -Murray set in the westerly right-of-way line of Cherrytree lane (a 50' right-of-way); THENCE the following courses and distances along the common line of the north line of said called 38.389 acre tract and the south line of said Kingspoint Phase 2: N 14°55'58"E, a distance of 17.75 feet along said westerly right-of-way to a 1/2" iron rod with cap stamped "Pierce -Murray set; S 75°04'19"E, a distance of 151.46 feet to a 1/2" iron rod with cap stamped "Pierce - Murray set; S 14°48'22"W, a distance of 151.14 feet to a 1/2" iron rod found; S 75'11'40"E, a distance of 149.96 feet to a 1/2" iron rod with cap stamped "Pierce - Murray set in the east Right -of -Way of said Almondtree Drive (a 50' Right -of -Way); S 14°54'47"W, a distance of 41.36 feet to a 5/8" iron rod; N 89°32'40"E, a distance of 199.95 feet to a 1/2" iron rod with cap stamped "Pierce - Murray set; N 00°25'49"W, a distance of 10.60 feet to a 1/2" iron rod with cap stamped "Pierce -Murray set; Transportation Impact Fee Credit Agreement- CA-24-003 Page 6 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 S 89°50'36"E, a distance of 100.94 feet to a 5/8" capped iron rod found in the west Right - of -Way line of South Race Street (a 68' Right -of -Way); N 00°06'25"E, a distance of 32.75 feet along said west Right -of -Way line to a 1/2" iron rod with cap stamped "Pierce -Murray set, S 89°48'41"E, a distance of 175.83 feet crossing said South Race Street and continuing to a 1/2" iron rod with cap stamped "Pierce -Murray set; N 00°26'54"E, a distance of 35.24 feet to a 1/2" iron rod with cap stamped "Pierce -Murray set; S 89°48'58"E, a distance of 107.94 feet to a 1/2" iron rod found in the west line of the aforementioned Lackland Capital Management, LLC Tract 2; THENCE N 47030'15"E, a distance of 6.91 feet along the northwesterly line of said Tract 2 and the southeasterly line of said Kingspoint Phase 2 to a 1/2" iron rod with cap stamped "Pierce -Murray set for a point in the existing southwesterly Right -of -Way line of Forest Hill - Everman Road (a variable width Right -of -Way); THENCE S 86001'34"E, a distance of 317.27 feet along the northerly line of said Tract 2 and along said existing Right -of -Way to a 1/2" iron rod with cap stamped "Pierce -Murray set for the northeast corner of said Tract 2 and being an angle point in said southwesterly Right - of -Way line; THENCE S 00028' 18"E, a distance of 898.42 feet along the common line of the east line of said Tract 2, the east line of said called 38.389 acre tract, the east line of the aforementioned Lackland Capital Management, LLC Tract 1 and the westerly Right -of -Way line of said Forest Hill-Everman Road to a 1/2" iron rod cap stamped "Pierce -Murray set in the existing north Right -of -Way line of McPherson Road (a variable width right-of-way) and being the southeast corner of said Tract 1; THENCE S 89034' 14"W, a distance of 1319.03 feet along the common line of the south line of said Tract 1 the existing north right-of-way line of said McPherson Road to a 1/2" iron rod cap stamped "Pierce- Murray set in the east line of that certain tract of land described in deed to Lee V. Scott, et ux, as recorded in Volume 12997, Page 403, Official Public Records, Tarrant County, Texas; THENCE N 14050'27"E, a distance of 308.74 feet along the west line of said Tract 1, the west line of said called 38.389 acre tract and the east line of said Scott tract to a 1/2" iron rod with cap stamped "Pierce- Murray set for the northeast corner of Scott tract and being an angle point in the southerly line of said called 38.389 acre tract; THENCE S 89037'13"W, a distance of 274.52 feet along the common line of the south line of said called 38.389 acre tract and the north line of said Scott tract to a 1/2" iron rod with cap stamped Transportation Impact Fee Credit Agreement- CA-24-003 Page 7 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 "Pierce- Murray set at the northwest corner of said Scott tract and the northeast corner of that certain tract of land described indeed to Manuel Cabrera, et ux, as recorded in County Clerk's File Number D206299869, Official Public Records, Tarrant County, Texas; THENCE S 89040'35"W, a distance of 268.00 feet continuing along said south line and along the north line of said Cabrera tract to a 1/2" iron rod with cap stamped "Pierce -Murray set for the northwest corner of said Cabrera tract and the northeast corner of that certain tract of land described in deed to Ricardo Luis and Isabel Luis, as recorded in County Clerk's File Number D219053112, Official Public Records, Tarrant County, Texas; THENCE S 89037'54"W, a distance of 479.90 feet continuing along said south line and along the north line of said Luis tract to a 1/2" iron rod found for the southwest corner of said called 38.389 acre tract and being the northwest corner of said Luis tract and being a southeast corner of the aforementioned McPherson Road Baptist Church tract; THENCE N 00025'50"W, a distance of 151.96 feet along the common line of the west line of said called 38.389 acre tract and the east line of said McPherson Road Baptist Church tract to a 1/2" iron rod with cap stamped "Pierce -Murray set; THENCE N 89031'28"E, a distance of 12.84 feet continuing along said common line to a 1/2" iron rod with cap stamped "Pierce -Murray set; THENCE N 00028'32"W, a distance of 223.58 feet continuing along said common line returning to the Point of Beginning and containing 1,729,081 square feet or 39.694 acres of land, more or less. Transportation Impact Fee Credit Agreement- CA-24-003 Page 8 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 EXHIBIT B Map of Property: South Oak Grove Sections 4 & 5, PP-22-031 LOCATION MAP MAPSCO NO. 106W COUNCIL DISTRICT #8 SCALE: V- 3000' 0 3000 Transportation Impact Fee Credit Agreement- CA-24-003 Page 9 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 EXHIBIT C Development Plan: South Oak Grove Preliminary Plat, PP-22-031 �•� ADDITIONAL R.O.W. DEDICATION rn R.O.W. DEDICATION Transportation Impact Fee Credit Agreement- CA-24-003 Page 10 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 EXHIBIT D Eligible Transportation Improvements South Oak Grove Estates Eligible Transportation Improvements for Credit against Transportation Impact Fees Development Plan Area Right -of -Way Dedication & Future Improvement Agreement Eligible Improvements Reference # Limits McPherson Boulevard FP-24-071 Right-of-way dedication from of McPherson Boulevard McPherson Road CFA24-0007 FIA for paving Improvement, 12 CSCO 61165 CPN 104283 streetlights and drainage IPRC22-0152 Transportation Impact Fee Credit Agreement- CA-24-003 Page 11 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 EXHIBIT E Credits Against Transportation Impact Fees South Oak Grove Sections 4 & 5 Transportation Impact Fee Credit Overview Value of ROW Dedication Instrument # Final Plat # Eligible Arterial Value D225079503 FP-24-071 McPherson Boulevard $193,504.96 ROW Transportation Impact Fee Credit $193,504.96 Value of Future Improvement Agreement Construction Value City Secretary # CFA/FIA # Eligible Arterial CFA24-0007 61165 CPN 104283 McPherson Boulevard $1,205,360.00 IPRC22-0152 Total Transportation Impact Fee Credit $1,398,864.96 Transportation Impact Fee Credit Agreement- CA-24-003 Page 12 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 Right -of -Way Valuation for South Oak Grove Sections 4 & 5 Valuation Method 1- Percentage of TIP Project Cost Eligible Arterial McPherson Blvd 2022 Transportation Improvements Plan Project Number Z-16 Estimated Construction Costs from 2022 Transportation $14,721,000 Improvements Plan Value of Total Project Right -of -Way (20% of Construction $2,944,200 Cost) Total Project Length (LF) 7,625 Arterial Cross -Section Width (LF) 110 Additional ROW needed for Roundabout (SF) $0 Total Project Right -of -Way (SF) 838,750 Right -of -Way Value Per Square Foot $3.52 Valuation Method 2 - Percentage of Construction Project Cost Eligible Arterial McPherson Blvd City Project Number 104283 Final Construction Costs from Notice of Completion (Green $1,205,360 Sheet) Value of Total Project Right -of -Way (20% of Construction $241,072 Cost) Total Project Length (LF) 1319 Arterial Cross -Section Width (LF) 55 Additional ROW needed for Roundabout (SF) 0 Total Project Right -of -Way (SF) 72,545 Right -of -Way Value Per Square Foot $3.33 Valuation Method 3 - TAD appraised value TAD Value as of 08/9/2023 McPherson Blvd TAD Account 42959452 Total Area (SF) 1,614,116 Appraised Value $1,536,100.00 Value per Square Foot $0.96 Right -of -Way Dedication McPherson Blvd Recording Instrument Number D225079503 Final Plat Number FP-24-071 Recording Date 05/05/2025 Total area of ROW dedicated (SF) 54,973 Value per SF $3.52 ROW Credit Available $193,504.96 Transportation Impact Fee Credit Agreement- CA-24-003 Page 13 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025 EXHIBIT F Allocation of Credits Credit shall be allocated on a first -come, first -served basis to building permits within the preliminary plat boundary of South Oak Grove Preliminary Plat, PP-22-031. ADDITIONAL R.O.W. DEDICATION Transportation Impact Fee Credit Agreement- CA-24-003 Page 14 of 14 South Oak Grove Estates Section 4 & 5 05/13/2025