R-96-11-07-10H - 12/7/1996RESOLUTION NO. R- 96- 11- 07 -10H
WHEREAS, the City Council, on the 25th day of April, 1996, in
Ordinance No. G- 96- 04- 25 -9H, created Reinvestment Zone No.
Seventeen in the City of Round Rock, Texas, and
WHEREAS, in accordance with Chapter 312, Tax Code, V.A.T.S.
as amended, the City desires to enter into a tax abatement
agreement with Columbia /St. David's Healthcare System, L.P.,
regarding property located in said Reinvestment Zone No. Seventeen,
and
ATTEST:
WHEREAS, the Council has determined that all requirements of
the guidelines and criteria adopted by Ordinance No. G- 95- 09 -14 -9P
have been complied with, Now Therefore
BE IT RESOLVED BY THE COUNCIL OF THE CITY OF ROUND ROCK,
TEXAS
That the Mayor is hereby authorized and directed to execute on
behalf of the City a Tax Abatement Agreement with Columbia /St.
David's Healthcare System, L.P.
RESOLVED this 7th day of December, 1996.
1 /vu0 a444
E LAND, City Secretary
R:\ NPOOCS \NSSOLUTI \RS61107N.NPO /kg
CHARLES CULPE'PPER, Mayor
City of Round Rock, Texas
THE STATE OF TEXAS
COUNTY OF WILLIAMSON
This Tax Abatement Agreement ( "Agreement ") is entered into by
and between the City of Round Rock, Texas, a home rule city and
municipal corporation of Williamson County, Texas, duly acting herein
by and through its Mayor, hereinafter referred to as "City "; and
Columbia /St. David's HealthCare System,L.P., d /b /a Oakwood Surgical
Center a Texas Limited Partership, duly acting by and through its
Vice - President, hereinafter referred to as "Owner ".
C: \WPDOCS\ACHY\ABATE EN HOSPITALUDDTPAGI.NPD /s1a
TAX ABATEMENT AGREEMENT
RECITALS
WHEREAS, on the 25th day of April, 1996, the City Council, of
the City of Round Rock, Texas, adopted Ordinance No. G- 96- 04 -25 -9H
establishing Reinvestment Zone No. 17, City of Round Rock, Texas for
commercial /industrial tax abatement, hereinafter referred to as
"Ordinance No. G- 96- 04- 25 -9H ", as authorized by Chapter 312, Tax
Code, V.A.T.S. as amended, hereinafter referred to as the "Code "; and
WHEREAS, the City has adopted Ordinance No. G- 95- 09- 14 -9P, which
Ordinance adopted appropriate guidelines and criteria governing
reinvestment zones and tax abatement agreements to be entered into
by the City as contemplated by the Code; and
WHEREAS, the contemplated use of the Premises (as hereinafter
defined) and Improvements (as hereinafter defined) as well as the
terms of this Agreement are consistent with encouraging development
in said Reinvestment Zone No. 17 in accordance with the purposes for
its creation and are in compliance with Ordinance No. G- 95- 09 -14 -9P
and the guidelines and criteria adopted by the City and all
applicable laws; and
WHEREAS, the Improvements constitute a major investment within
Reinvestment Zone No. 17 that will substantially increase the
appraised value of the property within the zone; and will contribute
to the retention or expansion of primary and secondary employment
within the City; and
WHEREAS, the City finds that there will be no substantial
adverse effects on the provision of governmental services or on its
tax base and that the planned use of the Premises will not constitute
a hazard to public safety, health, or welfare, NOW THEREFORE, the
parties hereto do mutually agree as follows:
1
1. Property Subiect to Agreement. The property to be the
subject of this Agreement shall be that property included within the
Reinvestment Zone No. 17 which is more fully described in Exhibit "A"
which is made a part hereof and shall be hereinafter referred to as
the "Premises."
2. Construction of Improvements. The Owner is currently
constructing its facility as described in the application for tax
abatement, (a copy of which is attached hereto as Exhibit "B ") on the
Premises (said facility hereinafter referred to as "Improvements ".)
The Improvements shall consist of a 12,736 square foot multi -
specialty surgery center. The total construction cost of the
Improvements is approximately Two Million, Five Hundred Thirteen
Thousand, Four Hundred and Forty -three Dollars ($2,513,443) for the
building and One Million, Six Hundred Fifty -five Thousand, Nine
Hundred Eighty -seven Dollars ($1,655,987) for the equipment, which
Improvements are to be substantially complete on or before March 1,
1997; provided that Owner shall have such additional time to complete
the Improvements as may be required in the event of "force majeure,"
if Owner is diligently and faithfully pursuing completion of the
Improvements. For this purpose, "force majeure" shall mean any
contingency or cause beyond the reasonable control of Owner
including, without limitation, acts of God or the public enemy, war,
riot, civil commotion, insurrection, governmental or de facto
governmental action (unless caused by acts or omissions of Owner),
fires, explosions or floods, and strikes. The date of completion of
the Improvements shall be defined as the date a Certificate of
Occupancy is issued by the City.
3. Completion of Improvements. The Owner agrees and covenants
that it will diligently and faithfully in a good and workmanlike
manner pursue the completion of the Improvements as a good and
valuable consideration of this Agreement. Owner further covenants and
agrees that all construction of the Improvements will be in
accordance with all applicable state and local laws and regulations
or valid waiver thereof. In further consideration, Owner shall
thereafter, from the date a Certificate of Occupancy is issued until
the expiration of this Agreement, continuously operate and maintain
the Premises as a multi - specialty surgery center facility.
4. Provision of lobs The Owner agrees and covenants that it
will provide and /or retain at least the number of jobs on the
Premises from the completion date of the Improvements throughout the
term of this Agreement according to the following schedule:
2
Date Retain New Total
03/01/97 -0- 17 17
12/31/97 17 0 17
12/31/98 17 1 18
12/31/99 18 3 21
12/31/00 21 0 21
12/31/01 21 1 22
The Owner shall provide to the City annual manpower reports
in the form attached hereto as Exhibit "C" and made a part hereof,
within sixty (60) days following the end of each calendar year.
Regardless of anything contained herein to the contrary, the
failure by Owner to provide the number of jobs set out in the above
schedule shall not be considered an event of default as defined in
paragraph 10 below unless the number of jobs actually provided is
less than seventy -five percent (75 %) of the number set out in the
schedule. If the actual number of jobs provided at the end of any
year is less than the scheduled number but is seventy -five percent
(75 %) or more, then the percentage of tax abatement for the following
year as provided in paragraph 7 below shall be reduced. The
percentage of tax abatement shall be reduced by the same percentage
that the actual number of jobs bears to the scheduled number of jobs.
By way of illustration, if on December 31, 1997 Owner has provided
ten percent (10 %) fewer jobs than is required, then its abatement
shall be reduced by ten percentage points (i.e. the 100% abatement
shall be reduced ten percentage points to an 90% abatement.) Failure
of the Owner to provide at least seventy -five percent (75 %) of the
number of jobs required by this Agreement shall be considered an
event of default.
6. Application for Tax Abatement. The Owner agrees and
covenants that the attached application for tax abatement (Exhibit
"B ") is a part of this Agreement, and Owner further warrants that the
information provided in that application is true and correct. If any
materially false or misleading information is provided in said
application, City shall have the discretion to declare this Agreement
to be in default and City shall be entitled to the remedies provided
for in paragraph 10.
7. Portion of Taxes Abated. Subject to the terms and
conditions of this Agreement, and subject to the rights of the
holders of any outstanding bonds of the City, a portion of personal
property taxes for the equipment placed on the Premises otherwise
owed to the City shall be abated. The ad valorem taxes for the real
property and improvements thereto shall not be abated. City hereby
acknowledges that it is not aware of any terms or conditions of any
outstanding bonds which would invalidate this Agreement. Said
3
abatement shall be an amount equal to the below- stated percentages
assessed upon the increased value of the equipment located on the
Premises over the value in the year in which this Agreement is
executed, in accordance with the terms of this Agreement and all
applicable state and local regulations:
Tax Year 1997
Tax Year 1998
Tax Year 1999
Tax Year 2000
Tax Year 2001
100% abatement
100% abatement
75% abatement
50% abatement
25% abatement
These abatements shall be for five (5) tax years beginning
January 1, 1997.
8. Right of Inspection. The Owner further agrees that the
City, its agents and employees shall have the right to enter upon
the Premises at any reasonable time to inspect the Improvements in
order to determine whether the construction of the Improvements is
in accordance with this Agreement and all applicable Federal, state,
and local laws, ordinances, and regulations or valid waiver thereof.
After completion of the Improvements, the City shall have the
continuing right to enter upon and inspect the Premises at any
reasonable time to determine whether the Premises are thereafter
maintained and operated in accordance with this Agreement and all
applicable Federal, state, and local laws, ordinances, and
regulations. If the City determines that a violation of a Federal,
state or local law, ordinance or regulation exists on the Premises,
the City, in addition to any other authorized enforcement action,
provide to the Owner written notice of such violation. For the
purposes of this Agreement, the Owner shall have ten (10) days from
the date of the notice to cure or remedy such violation. If the
Owner fails or refuses to cure or remedy the violation within the
ten (10) day period, the Owner is subject to the forfeiture, at the
discretion of the City, of any right to any tax abatement for a
portion of the period or the entire period covered by this
Agreement. In addition, the failure or refusal to cure or remedy the
aforesaid violation shall be considered a default of this Agreement
under paragraph 10.
9. Cost of Improvements and Personal Property added to the
Premises. The Owner agrees and covenants that upon completion of
the Improvements to add, and during the term of this Agreement to
retain, real and personal property with a taxable value of not less
than $4,169,430.00.
Within sixty (60) days following completion of the Improvements
and by March 1, of each year thereafter, Owner shall provide to the
City documentation showing to the satisfaction of the City that the
4
value of taxable real property, personal property and equipment is
in compliance with the foregoing.
10. Events of Default. In the event that (1) the Improvements
for which an abatement has been granted are not completed in
accordance with this Agreement or (2) Owner allows its ad valorem
taxes owed the City to become delinquent and fails to timely and
properly follow the legal procedures for protest and /or contest of
any such ad valorem taxes; or (3) Owner breaches any of the terms
or conditions of this Agreement, then this Agreement shall be in
default. In the event that the Owner defaults in its performance of
(1), (2), or (3) above, then the City shall give the Owner written
notice of such default and if the Owner has not cured such default
within thirty (30) days of said written notice, this Agreement may
be terminated by the City by written notice to Owner. Such notice
shall be in writing and shall be delivered by personal delivery or
certified mail to:
12. Authorizations:
Columbia /St. David's HealthCare System
Att'n: Malcolm Belisle
98 SanJacinto Blvd., #1800
P.O. Box 1788
Austin, Texas 78767 -7788
As liquidated damages in the event of default and in accordance
with Section 312.205, Tax Code, V.A.T.S., as amended, all taxes
which otherwise would have been paid to the City without the benefit
of abatement (without the addition of penalty, but interest will be
charged at the statutory rate for delinquent taxes as determined by
Section 33.01 of the Tax Code) shall become a debt owed by Owner to
the City and shall be due, owing and paid to the City within sixty
(60) days of the expiration of the above mentioned applicable cure
period. The City shall have all remedies for the collection of the
recaptured tax revenue as provided generally in the Tax Code for the
collection of delinquent property taxes.
11. Agricultural land. It is understood and agreed by the City
and the Owner that if the Premises have been designated and taxed
as agricultural land pursuant to Chapter 23, Subchapter C, Tax Code,
V.A.T.S., this Agreement shall not be effective and no abatement
will be granted until Owner has removed the agricultural use
designation and all taxes due pursuant to Section 23.55, Tax Code,
V.A.T.S., as amended, (roll back taxes) have been paid.
a) City. This Agreement was authorized by Resolution
of the City Council at its council meeting on the - day of
5
M 4(0780_ , , 19910, authorizing the Mayor to execute the
Agreement on behalf of the City.
b). This Agreement was authorized by the Board of
Governors of Owner on the 18th day of October, 1996, which
authorization is attached hereto as Exhibit "D ".
13. Miscellaneous provisions.
a) City representations. The City represents and warrants
that the Premises do not include any property that is owned by
a member of its council or boards, agencies, commissions, or
other governmental bodies approving, or having responsibility
for the approval of this Agreement.
b) Agreement binds successors. The terms and conditions
of this Agreement are binding upon the successors and assigns
of all parties hereto.
c) Assignment. This Agreement cannot be assigned by
Owner unless written permission is first granted by the City,
which permission shall not be unreasonably withheld; provided
however, Owner may assign its rights under this Agreement to
an entity which is wholly owned by Owner. No assignment shall
be approved if the assignor or assignee are indebted to the
City for ad valorem taxes or other obligations.
d) Owner acting independently. It is understood and
agreed between the parties that the Owner, in performing its
obligations hereunder, is acting independently, and the City
assumes no responsibilities or liabilities in connection
therewith to third parties.
e) Owner's Indemnity. During the term of this Agreement,
Owner agrees to indemnify and hold City harmless from any and
all kinds of claims, losses, damages, injuries, suits, or
judgments which may accrue to Owner, City, or third parties
arising out of this Agreement.
f) Venue. This Agreement is performable in Williamson
County, Texas, and venue for any suit arising hereunder shall
be in Williamson County, Texas.
6
Witneps our hands this
19 1!o
LAND, City Secretary
tit-fro
day of ,
CITY OF ROUND ROCK, TEXAS
CH •r—
ARLES C UL EP R, Mayor
COLUMBIA /ST. DAVID'S HEALTHCARE
SYSTEM, L.P., D /B /A OAKWAOOD SURGICAL
CENTER
By:
7
Malcolm Belisle, Vice - President
EXHIBIT A
DESCRIPTION
FOR A 1.402 ACRE (61,076- SQUARE -FOOT) TRACT OF
LAND SITUATED IN THE JACOB M. HARRELL SURVEY,
ABSTRACT N0. 284, WILLIAMSON COUNTY, TEXAS, BEING
A PORTION OF LOT 2 OF ROUND ROCK MEDICAL CENTER, A
SUBDIVISION ACCORDING TO THE PLAT THEREOF RECORDED
IN CABINET K, SLIDES 171 -173 OF THE PLAT RECORDS
OF SAID COUNTY, SAID 1.402 ACRE TRA.CT BEING MORE
PARTICULARLY DESCRIBED BY METES AND BOUNDS AS
FOLLOWS:
BEGINNING on a point being the northeast corner of said
Lot 2, said point being also in the west boundary line of
Lot 20 of "Amended Plat of the Oaklands, Section 2,
"Revised ", a subdivision according to the plat thereof
recorded in Cabinet K, Slides 160 -161 of said Plat Records,
also being an angle point in the east boundary line of a
remnant portion of a tract of land designated "North Tract"
in Volume 413, Page 626 of the Deed Records of said County,
being the northeast corner and POINT OF BEGINNING hereof;
THENCE with the west boundary line of said "Amended
Plat of the Oaklands, Section 2, "Revised ", same being the
east boundary line of said Lot 2 the following two courses
and distances numbered 1 and 2:
1) S17 ° 56'05 "E for a distance of 181.14 feet to a an
angle point in the east boundary line hereof;
2) S18 °05'08 "E for a distance of 94.16 feet, to the
southeast corner hereof;
THENCE departing said west boundary line, through the
interior of said Lot 2, the following courses numbered 3
through 10:
3) S71 °54'52 "W for a distance of 50.00 feet to an
angle point;
4) N18 ° 05'08 "W for a distance of 28.50 feet to an
angle point;
5) S68 °23'25 "W for a distance of 133.60 feet to an
angle point;
6) N21 ° 36'35 "W for a distance of 74.92 feet to an
angle point;
7) S68 ° 23'25 "W for a distance of 31.00 feet to an
angle point;
8) N21 °36'35 "W for a distance of 89.31 feet to an
angle point;
9). S68 ° 23'25 "W for a distance of 98.89 feet to an
angle point;
10). N21 °36'35 "W for a distance of 79.00 feet to a
point in the north boundary line of said Lot 2,
same being a southerly portion of the boundary
line of said "North Tract ", being the northwest
corner hereof;
Page 2
1.402 Acres
THENCE, with the north boundary line of said Lot 2,
same being the southerly portion of the boundary line of
said "North Tract ", N68 ° 23'25 "E for a distance of 329.04
feet to the POINT OF BEGINNING hereof and containing 1.402
acres of land.
Prepared from records and computations by Baker - Aicklen &
Associates, Inc.
Job No. 537 - 502 -15
Round Rock Hospital
(Reinvestment Zone # 17, 1.402 Ac)
. �1
C Current assessed value:
.$0 - (Equipment does not exist)
txabmt.3.14.95
equipment: $1,655,987
EXHIBIT "B"
APPLICATION FOR TAX ABATEMENT
This is to certify that the statements contained herein are true and correct. The
signers hereof are authorized to make these statements on behalf of the applicant.
The filing of this document acknowledges familiarity and conformance with
guidelines and criteria for granting tax abatement. This application will become part
of the agreement which shall be enforceable and binding on the applicant. False
representations will be grounds for terminating the agreement. Any such false
statements shall be considered a default which renders the agreement void. This
application should be filed with the City Manager of the City of Round Rock, 221
East Main Street, Round Rock, Texas 78664.
I. APPLICANT INFORMATION: DATE: 10 - - 96
Attn: Malcolm Belisle, V.P.
Company Name: Columbia /St. David's•HealthCare System, L.P., dba Oakwood -
Address: 98 San Jacinto Blvd., #1800 Surgical Center
Austin, TX 78701
IL PROTECT INFORMATION:
■W A. Description of area to be designated as reinvestment zone: (attach map)
1.40247448 -acre tract on NE corner of 15 acre tract of land known as Round Rock
Hospital, see exhibit A - Property Description
2400 Round Rork AVP.. Rcn nd Rork. TX 7RAR1
B. Description of eligible improvements (real property) to be constructed:
Equipment in a 12,736 square foot multispecialty freestanding surgery center.
D. Estimated value of eligible improvements:
building: $0
Pagel
Local
Transfer
Total
Est. Salaries
17
1
18.0
$669,146
17
1
18.0
$695,911
20.5
1
21.5
$855,492
20.5
1
21.5
$889,712
21.0
1
22.0
$950,533
E. Description of ineligible (taxable) property to be included in project:
12,736 square foot building
Estimated value of ineligible property:
2,513,443 (-13u44di - age surgery center building
G. Estimated value of site as of January 1 preceding abatement agreement:
Land: $FrEr3375e5- $95,401 A
Improvements: $6,- 173761-9- - IR/
Personal Property: $2.4,.2.98 -- -o- jK
H. This project is:
( ) A New Plant ( An Expansion (_ ) A Modernization .
If Modernization:
Estimated economic life of existing plant:
Added economic life from modernization:
I. Tax abatement requested:
100 % of eligible property for year 1.
100 % of eligible property for year 2. _
75 % of eligible property for year 3.
50 % of eligible property for year 4.
25 % of eligible property for year 5.
III. ECONOMIC INFORMATION:
txabmt.3.14.95
A. Construction Estimates:
N/A
Commencement Date:
Completion Date:
# of Construction Jobs
B. Estimated number of jobs to be created:
1. December 31, 1997
2. December 31, 199
3. December 31, 1999
4. December 31, 199
5. December 31, 1%92001
years
years
Page 2
txabmt.3.14.95
C. Other estimated taxes generated by project:
Sales Tax: $323,131
Other (Identify):
D. The proposed reinvestment zone is located in:
Signature of Authorized Company Official
Company Representative to be contacted:
Address: 98 San Jacinto Blvd, #1800
P.O. Box 1788, Austin. TX 78767 -1788
Telephone No.: (512) 482 -4176
(building & equipment) (7.75 %)
City: Round Rock
County: Williamson
School District: Round Rock Independent School District (RRISD)
Other Taxing Jurisdiction: Brushy Creek WCID
Malcolm Belisle, Vice President, Facilities Management
- Printed Name and Title of Authorized-_:._ :_ - .G _ — _ -
Company Official
Name: Malcolm Belisle Title: Vice President, Facilities Mgmt.
Upon receipt of the application, the City of Round Rock may also require copies of the
latest annual stockholders report, audited financial statements, bank references, and any
other information required to evaluate the application.
Page 3
STATE OF TEXAS §
COUNTY OF WILLIAMSON §
EXHIBIT "C"
MANPOWER REPORT
I, of (Owner) do
certify that on December 31, 19_ there were full time employees at
Signature:
Printed Name:
Title:
Date:
BEFORE ME, the undersigned Notary Public, on this day personally appeared
of (Owner), being by me duly sworn on
his oath deposed and said that he is duly qualified and authorized in all respects to
make this affidavit; and that every statement contained in the Manpower Report is
within his knowledge and true and correct.
SUBSCRIBED AND SWORN TO BEFORE ME on the day
of ,19 to certify which witness my hand and official
seal.
Notary Public, State of Texas
Printed Name:
My Commission Expires:
STATE OF TEXAS
COUNTY OF WILLIAMSON .
BEFORE ME, the undersigned Notary Public, on this day personally
appeared /c U. P. (title) of Co /,ve..:v /S'ragwba
(Owner), being by me duly sworn on his oath deposed and said that he is duly
qualified and authorized in all respects to make this affidavit; that he has read the
above and foregoing Application For Tax Abatement; and that every statement
contained in the Application is within his knowledge and true and correct.
SUBSCRIBED AND SWORN TO BEFORE ME on the a /srday of acrode,c
19 96 , to certify which witness my hand and official seal.
txabmt.3.14.95
VERIFICATION
Pub , State of Texa /
Printed Name: ,.L >- j.,1. IS,aac /,4Y
My Commission Expires: 4 /a7/99
Page 4
EXHIBIT "D"
Resolution or Other Authorization
Of Owner's Board of Directors
SECRETARY'S CERTIFICATE
OF
COLUMBIA/ST. DAVID'S HEALTHCARE SYSTEM, L.P.
BOARD OF GOVERNORS
The undersigned hereby certifies that he is a duly elected and authorized Secretary
of Columbia/St. David's Healthcare System, L.P. The undersigned further certifies as follows:
Whereas, the City of Round Rock, Texas has a tax abatement program for real and /or
personal property for property designated as a "reinvestment zone "; and,
Whereas, the Oakwood Surgical Center, 2400 Round Rock Avenue, Round Rock, Texas
is presently under construction with equipment to be installed in the approximate amount of
$1,655,987; and,
Whereas, the Partnership can make an application to the City of Round Rock,
Texas for a tax abatement on the equipment in the following percentages:
1st year 100%
2nd year 100%
3rd year 75%
4th year 50%
5th year 25%
Whereas, in the opinion of the Board of Governors, it is in the best interests of the
Partnership to make an application to the City of Round Rock, Texas requesting the Partnership
property at 2400 Round Rock Avenue, Round Rock, Texas be designated as a "reinvestment
zone" so that the equipment can qualify for a tax abatement.
Therefore, be it resolved that the Partnership make an application to the City of
Round Rock, Texas for the Partnership property at 2400 Round Rock Avenue, Round Rock,
Texas be designated as a "reinvestment zone" and that a tax abatement be requested for the
qualifying equipment on the premises.
Resolved Further, that Malcolm Belisle, Vice President, is hereby authorized to
make an application on behalf of the Partnership with the City of Round Rock, Texas; and,
Further, that Malcolm Belisle, Vice President, make, execute and deliver an
agreement on behalf of the Partnership, upon acceptance of an application, to secure a tax
abatement for qualifying equipment.
1
Presented this /d day of �/� , 1996, before the
Members of the Columbia/St. David's Healthcare System, L.P., Board of Governors.
C. W. Hetherly, Jr., Secret
2
Date
Date: November 5,1996
Subject: City Council Meeting November 7,1996
Item: 10.H. Consider a resolution authorizing the Mayor to execute a Tax
Abatement Agreement with Columbia /St. David's Healthcare
System, L.P.
Staff Resource Person: Joe Vining
Staff Recommendation: Approval
The reinvestment zone for this tax abatement was created May 25,1996. Due to
changes in the administrative structure and ownership in the hospital, the tax
abatement contract was postponed until now. And because the surgery center is
substantially constructed during this time, the abatement covers only the equipment.
This is a five year abatement beginning in 1997. The cost of the equipment subject to the
abatement is approximately $1,655,987. Using the current ad valorem tax rate of
.39880, the approximate abated amounts are as follows:
1997 100% $6,604.
1998 100% 6,604
1999 75% 4,953
2000 50% 3,302
2001 25% 1.651
$23,114
Mayor
Charles Culpepper
Mayor Pro-tem
Earl Palmer
Council Members
Robert Stluka
Rod Morgan
Rick Stewart
Martha Chavez
Jimmy Joseph
City Manager
Robert L Bennet0 Jr.
City Attorney
Stephan L Sheets
- Sincerely,
November 21, 1996
Mike Rogers, Interim Chief Appraiser
Williamson County Tax Appraisal District
PO Box 1120
Georgetown, TX 78627 -1085
re: Columbia/St. David's HealthCare System, LP, dba Oakwood Surgical Center.
Tax Abatement, Reinvestment Zone No. 17
Boundaries as described in Exhibit A, of attached tax abatement
Dear Mr. Rogers:
The City of Round Rock adopted Ordinance No. G- 96- 04 -25 -9h on April 25, 1996
which designated the above noted property as a reinvestment zone for commercial /
industrial tax abatement. The enclosed Tax Abatement Agreement between the City of
Round Rock and Columbia/St. David's HealthCare System, LP, dba Oakwood Surgical
Center abates a portion of personal property taxes for the equipment placed on the
Premises. The ad valorem taxes for the real property and improvements shall not be
abated. (refer to paragraph 7 of the agreement). The term of the abatement is a period
of five years beginning January 1, 1997 as follows:
Please arrange to have your tax bills for this period reflect this tax abatement. If you
have any questions, please contact me.
A
Mona Ryan, Planning Technician
Planning and Community Development
c: State Comptroller of Public Accts.
Attn: Pat Werline
Property Tax Division
PO Box 13528
Austin, TX 78711
(tax abatement, resolution, RZ ord..)
Fax: 512 -218 -7097
Tax year 1997 100% abatement
Tax year 1998 100% abatement
Tax year 1999 75% abatement
Tax year 2000 50% abatement
Tax year 2001 25% abatement
Columbia/St. David's HealthCare System.
Attn: Malcolm Belisle
98 San Jacinto Blvd., #1800
PO Box 1788
Austin, Texs 78767 -7788
1-800-735-2989 TDD 1-800-735-2988 Voice
221 East Main Street
Round Rock, Texas 78664
512-218-5400
Mayor
Charter Culpepper
Mayor Pro-tem
Earl Palmer
Council Members
Robert Sduka
Rod Morgan
Rick Stewart
Martha Chavez
Awry Joseph
City Manager
RobertL Bennett le
City Attorney
Stephan L Sheets
CITY OF ROUND ROCK
November 14, 1996
Mr. Mike Jolly
Chief Financial Officer
Round Rock Independent School District
1311 Round Rock Avenue
Round Rock, TX 78681
Dear Mr. Jolly:
Resolution No. R- 96- 11- 07 -10H and R- 96- 11- 07 -10G was
approved by the Round Rock City Council on November 11,
1996.
Enclosed are copies of the resolutions for your files. If you have
any questions, please do not hesitate to call.
Joanne Land
Assistant City Manager/
City Secretary
Enclosure(s)
Fax: 512-218-7097
AA/14,
1-800-735-2989 TDD 1-800-735-2988 Voice
221 East Main Sheet
Round Rock, Texas 78664
512 - 218 -5400
Mayor
Charles Culpepper
Mayor Pro-tem
Earl Palmer
Council Members
Robert Stluka
Rod Morgan
Rick Stewart
Ma,M Chavez
Satiny Joseph
City Manager
RobertL Bennet; Jr.
City Attorney
Stephan L Sheets
CITY OF ROUND ROCK
November 14, 1996
Mr. Forrest Child
Tax Assessor /Collector
P.O. Box 1750
Round Rock, TX 78680
Dear Mr. Child:
Resolution No. R- 96- 11- 07 -10H and R- 96- 11- 07 -10G was
approved by the Round Rock City Council on November 11,
1996.
Enclosed are copies of the resolutions for your files. If you have
any questions, please do not hesitate to call.
Sincerely,
vyLu AA/Ld/
oanne Land
Assistant City Manager/
City Secretary
Enclosure(s)
Fax: 512 - 218-7097 1. 800.735 -2989 TDD
1. 800-735.2988 Voice
221 East Main Strut
Round Rock. Texas 78664
512 - 218 -5400