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HomeMy WebLinkAboutOrdinance No. 2025-2632CITY OF THE COLONY, TEXAS ORDINANCE NO. 2025 - 2-(032- AN 1032 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF THE COLONY, TEXAS, AMENDING ORDINANCE NO. 2011-1929, BY APPROVING A FIRST SUPPLEMENT TO FINAL PROJECT AND REINVESTMENT ZONE FINANCING PLAN, BY APPROVING ADDITIONAL TIF PROJECT COSTS FOR TAX INCREMENT REINVESTMENT ZONE NUMBER ONE, CITY OF THE COLONY, TEXAS; PROVIDING A SEVERABILITY CLAUSE; PROVIDING A REPEALER CLAUSE; AND PROVIDING FOR AN IMMEDIATE EFFECTIVE DATE. WHEREAS, on November 8, 2011, the City Council of the City of The Colony, Texas, pursuant to Chapter 311 of the Texas Tax Code, approved Ordinance No. 2011-1926, designating a contiguous geographic area within the City as a Reinvestment Zone Number One, City of The Colony, Texas; and WHEREAS, on November 15, 2011, the City Council of the City of The Colony, Texas, pursuant to Chapter 311 of the Texas Tax Code, approved Ordinance No. 2011-1929, approving a Final Project and Financing Plan for Reinvestment Zone Number One, City of The Colony, Texas; and WHEREAS, Section 311.011(e) of the Texas Tax Code provides the authority for the Board of Directors for Reinvestment Zone Number One, City of The Colony, Texas, to approve amendments to projects plans; and WHEREAS, on November 18, 2025, the Board of Directors for Reinvestment Zone Number One, City of The Colony, Texas, approved a First Supplement to Final Project and Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas, a copy of which is attached hereto as Exhibit A; and WHEREAS, Section 311.011(e) of the Texas Tax Code also provides that City Council's approval of amendments to the project plan must be by ordinance adopted after published notice and a public hearing consistent with Sections 311.003(c) and (d) of the Texas Tax Code; and WHEREAS, the City Council of the City of The Colony, Texas, now desires to approve the First Supplement to Final Project and Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas, a copy of which is attached hereto as Exhibit A. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF THE COLONY, TEXAS: SECTION 1. FINDINGS. That the facts and recitations contained in the preamble of this Ordinance are hereby found and declared to be true and correct legislative findings and are adopted as part of this Ordinance for all purposes. SECTION 2. AMENDMENT. That the City Council of the City of The Colony, Texas, does hereby approve the First Supplement to Final Project and Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas, a copy of which is attached hereto as Exhibit A, and is incorporated herein for all purposes. SECTION 3. SEVERABILITY CLAUSE. If any provision, section, subsection, sentence, clause or phrase of this Ordinance, or the application of same to any person to set circumstances, is for any reason held to be unconstitutional, void or invalid, the validity of the remaining provisions of this Ordinance or their application to other persons or set of circumstances shall not be affected thereby, it being the intent of the City Council in adopting this Ordinance that no portion hereof or regulations connected herein shall become inoperative or fail by reason of any unconstitutionality, voidness or invalidity of any portion hereof, and all provisions of this Ordinance are declared severable for that purpose. SECTION 4. REPEALER CLAUSE. Any provision of any prior ordinance of the City whether codified or uncodified, which are in conflict with any provision of this Ordinance, are hereby repealed to the extent of the conflict, but all other provisions of the ordinances of the City whether codified or uncodified, which are not in conflict with the provisions of this Ordinance, shall remain in full force and effect. SECTION 5. EFFECTIVE DATE. This Ordinance shall take effect immediately upon its passage and it is accordingly so ordained. PASSED AND APPROVED BY THE CITY OF THE COUNCIL OF THE CITY OF THE COLONY, TEXAS, THIS THE 2ND DAY OF DECEMBER 2025. Richard Boyer, Mayor City of The Colony, T ATT 5 l Tina Stewart, TRMC, CMC, City Secretary APPROVED AS TO FORM: ExhibitA First Supplement to Final Project and Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas FIRST SUPPLEMENT TO FINAL PROJECT AND REINVESTMENT ZONE FINANCING PLAN FOR TAX INCREMENT REINVESTMENT ZONE NUMBER ONE, CITY OF THE COLONY, TEXAS November 18, 2025 Page 1 1775.015\1058870.5 1. INTRMUCTIay. 1.1 Defined Terms. Words and phrases with their initial letters capitalized that are used in, but not defined in, this Section 1 are defined in Section 2. Unless otherwise specified, all references to "Section" mean a section of this 2025 First Supplement. 1.2 TIF Projects and TIF Project Costs. The statute that governs tax increment financing is the Tax Increment Financing Act, Chapter 311, Texas Tax Code, as amended (the "Act"). Tax increment financing is an economic development tool available for an area designated by the City as a reinvestment zone to pay for: (i) public works within and outside such zone; (ii) public improvements within and outside such zone; (iii) programs for the public purpose of economic development within such zone to facilitate and/or pay for projects that benefit such zone, develop and diversify the economy of such zone, and stimulate business and commercial activity within such zone; including, but not limited to, programs under Chapter 380, Texas Local Government Code, as amended; (iv) other projects that benefit such zone; and (v) costs and expenses incidental to the foregoing works, improvements, programs, and projects (all of the foregoing are collectively referred to as the "TIF Projects" and the costs thereof as "TIF Project Costs") from all or a portion of: (A) increased ad valorem taxes collected by the City and other participating taxing units from within such zone and attributable to new development within such zone; (B) increased sales and use taxes collected by the City within such zone and attributable to new development within such zone and (C) all revenue described in Section 311.014(a) of the Act. The 2011 Final Project and Finance Plan describes the original Public Works Projects, Economic Development Projects, and Economic Development Programs that comprise the TIF Projects in detail. 1.3 The Zone the Facilily and Related Development; Colin Participation. As required by the Act, the City prepared a preliminary reinvestment zone financing plan titled "Preliminary Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas," which was made available for public inspection on November 1, 2011, and was approved by the City Council on November 8, 2011. On November 8, 2011, the City Council also adopted Ordinance No. 2011-1926 (the "Zone Creation Ordinance) designating an area as Tax Increment Reinvestment Zone Number, One, City of The Colony, Texas (the "Zone"), in accordance with the Act. At the time of creation, the Zone consisted of approximately 433 open and undeveloped acres located within the corporate limits of the City. The City created the Zone to promote economic development that but for the creation of the Zone would not otherwise occur. As described by the 2011 Final Project and Finance Plan, the Zone contains: (i) a mixed-use facility on approximately 90 acres, which facility includes approximately 1,280,000 square feet for warehouse and distribution uses, approximately 25,000 square feet for a regional corporate headquarters, and approximately 546,000 square feet for retail sales to the general public (the "Facili "); and (ii) the remainder of the land within the Zone that has been or will be developed as a mixed-use project (the "Related Development") and includes or will include the following: (A) entertainment, tourism, recreation, and convention facilities that attract tourists, visitors, and shoppers from a wide geographic region; (B) hotels, retail stores, concessions, restaurants, and other facilities related to the entertainment, tourism, recreation, and convention uses; (C) public facilities for municipal use; (D) other retail and commercial facilities; and (E) public parking to serve the foregoing. In the Zone Creation Ordinance, the City Council and the Board determined that development of Page 2 1775.015\1058870.5 the Facility and Related Development would not occur solely through private investment in the foreseeable future. Moreover, the City Council and the Board determined that, at the time of creation, the property within the Zone substantially impaired and arrested the sound growth of the City because the Zone was predominately open and undeveloped due to factors such as the need for essential public infrastructure and the need for economic development programs that establish financial incentives (including, but not limited to, payments and/or grants that are intended to be contributions to capital) to attract new business and commercial activity to the Zone for the purpose of providing long-term economic benefits including, but not limited to, increases in the real property tax base for all taxing units within the Zone, increases in sales and use tax for the City and the State of Texas, and increased job opportunities for residents of the City, the County, and the region. On November 15, 2011, and following the recommendation of the Board, the City Council adopted Ordinance No. 2011-1929 (the "2011 Final TIRZ Plan Approval Ordinance") approving the Final Project and Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas, dated November 15, 2011 (the "2011 Final Project and Finance Plan"). Also on November 15, 2011, the City Council adopted Ordinance No. 2011-1931 (the "2011 Cognty TIRZ Agreement A rovai Ordinance") approving the Agreement to Participate in Tax Increment Reinvestment Zone Number One, City of The Colony, effective as of November 15, 2011 (the "County Tax Increment Participation Agreement"), by and between the City and the County, under which the County participates in the Zone by depositing the County Tax Increment into the Tax Increment Fund pursuant to the County Tax Increment Participation Agreement. Unless otherwise approved by the governing body of the County, the County Tax Increment shall only be used to pay Public Works Project Costs (excluding, however, any costs related to land for or the construction of any municipal buildings). 1.4 The Bond Validation Suit. In order to provide certainty for the proposed structure to finance the TIF Projects, including the Economic Development Programs, Economic Development Projects, and Public Works Projects, the City filed Cause No. D -1 -GV -11-001995 styled Ex Parte City of The Colony, in Travis County, Texas, on December 11, 2011, seeking an expedited declaratory judgment under Chapter 1205 of the Texas Government Code, as amended, confirming, among other things, the validity of the creation of the Zone, the pledge of certain revenues to the issuance of revenue bonds and contractual obligations, including revenues deposited in the Tax Increment Fund, and the authority to finance the TIF Projects. On January 18, 2012, the 53rd District Court of Travis County entered a final judgment (the "Final Ju�ment") validating, among other things, the designation of the Zone, the Zone Creation Ordinance, the 2011 Final TIRZ Plan Approval Ordinance (including the 2011 Final Project and Finance Plan), and the 2011 County TIRZ Agreement Approval Ordinance (including the County Tax Increment Participation Agreement). To the extent of a conflict between this 2025 First Supplement and any documents and proceedings validated by the Final Judgment, including, but not limited to, the Zone Creation Ordinance, the 2011 Final TIRZ Plan Approval Ordinance, the 2011 Final Project and Finance Plan, the 2011 County TIRZ Agreement Approval Ordinance, and the County Tax Increment Participation Agreement, the documents and proceedings validated by the Final Judgment shall control. Page 3 1775.015\1058870.5 1.5 Qualified State Rebate Project and Qualified State Rebate Project Master Development Agreement. On 52025, the City Council adopted Ordinance No. approving execution of The Colony Hotel and Convention Center Chapter 380 Agreement, by and between the City and LMG Ventures, LLC (the "Qualified State Rebate Project Master Development Agreement") for the construction of a "qualified project" consisting of a "qualified hotel", "qualified convention center facility", and related improvements (collectively, the "Qualified State Rebate_ Project") under Subchapter C of Chapter 351 of the Texas Tax Code, as amended. The Qualified State Rebate Project will be located within the Zone. 1.6 Implementation. To facilitate development of the Facility and Related Development the Board and the City Council: (i) approved the 2011 Final Project and Finance Plan for the Zone and the County Tax Increment Participation Agreement; (ii) the Board and the City entered into multiple agreements related to the construction and financing of the TIF Projects; (iii) the 431 Corporation issued TIF Obligations to finance a portion of the TIF Project Costs; (iv) the City, pursuant to the Act and in accordance with the 2011 Final Project and Finance Plan, sold certain Economic Development Projects; and (v) the Board and the City approved the programs created under the 2011 Final Project and Finance Plan and the 380 Incentive Program. To facilitate continued development of the Related Development and the Qualified State Rebate Project, the Board and the City find it necessary to supplement the 2011 Final Project and Finance Plan through approval of this First Supplement to the Final Project and Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas, dated November 18, 2025 (this "2025 First Supplement," and together with the 2011 Final Project and Finance Plan referred to collectively as the "Final Project and Finance Plan"). The Board reviewed and approved a preliminary draft of this 2025 First Supplement on November 18, 2025. The City Council held a public hearing on the approval of this 2025 First Supplement on November 5, 2025, and the public hearing was continued to November 18, 2025. On November 18, 2025, the Board approved the 2025 First Supplement and recommended approval of this 2025 First Supplement to the City Council. After publishing notice of the November 5, 2025 public hearing and holding such public hearing, and continuing said public hearing and action to November 18, 2025, in accordance with the Act at which time all interested persons were given the opportunity to speak for or against approval of this 2025 First Supplement, the City Council closed the public hearing and, on recommendation of the Board, adopted Ordinance No. 2025-2631 approving this 2025 First Supplement (the "2025 First Supplement Approval Ordinance"). 2. DEFINITIONS. Words or phrases used in this 2025 First Supplement that have their initial letters capitalized shall have the meanings given to them in this Section 2 unless the context in which the words or phrases are used clearly requires a different meaning. "2011 County TIRZ Agreement Approval Ordinance" means Ordinance No. 2011-1931 adopted by the City Council on November 15, 2011, approving the County Tax Increment Participation Agreement. "2011 Final Project and Finance Plan" means the Final Project and Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas, Page 4 1775.015\1058870.5 dated November 15, 2011, approved by the Board on November 14, 2011 and the City Council on November 15, 2011 by adoption of the 2011 Final TIRZ Plan Approval Ordinance. "21311 Final TIRZ Plan Approval Ordinance" means Ordinance No. 2011-1929 adopted by the City Council on November 15, 2011 approving the 2011 Final Project and Finance Plan. "2021 Amended and Restated Management Agreement" means the Amended and Restated Management Agreement, effective February 23, 2021, by and between the City, the Board, and the 431 Corporation. "2021 Tax Increment Refunding Bands" means The Colony Local Development Corporation Tax Increment Contract Revenue Refunding Bonds (Nebraska Furniture Mart Texas Project) Taxable Series 2021, issued by the 431 Corporation and secured by the City Tax Increment and the County Tax Increment. "2025 First Supplement" means this First Supplement to the Final Project and Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas, dated November 18, 2025. "2025 First Supplement Approval Ordinance" means Ordinance No. 2025-2631 adopted by the City Council on November 18, 2025, that approved the 2025 First Supplement. "380 Incentive Program" means that 380 incentive program approved by Ordinance No. 2011- 1935 adopted as part of the City's Comprehensive Economic Development Policy. "431 Co oration" means the local government corporation created and controlled by the City as an instrumentality of the City pursuant to Subchapter D, Chapter 431, Texas Transportation Code, as amended. "Act" is defined in Section 1.2. "Board" means the Board of Directors of the Zone. "Ciff" means the city of The Colony, Texas, a home -rule municipal corporation. "City Council" means the governing body of the City. "City Sales Tax Increment" means the amount or portion of the Sales Tax Increment that the City determines is required: (i) to (1) pay TIF Obligations secured by the City Sales Tax Increment for that year; (2) establish or maintain debt service or similar reserves required for such obligations; and (3) pay prior year shortfalls attributable to such obligations (i.e., amounts by which the TIF Obligations secured by the City Sales Tax Increment for any prior year exceeded the available City Sales Tax Increment for such year); and (ii) to pay any other obligations incurred for the Zone including, but not limited to, any agreements made under Section 311.010(b) of the Act dedicating revenue from the Tax Increment Fund; provided, however, that the amount or portion described in (i) and (ii) above shall never exceed ninety percent (90%) of the Sales Tax Increment. The amount, if any, by which the City Sales Tax Increment for a year Page 5 1775.015\1058870.5 exceeds the amount required to pay (i) and (ii) above is not part of the City Sales Tax Increment and therefore shall not be deposited into the Tax Increment Fund. "Cily Tax Increment" means one hundred percent (100%) of the Tax Increment for the City. "Ci Tax Increment Subaccount" means the subaccount within the Tax Increment Subaccount of the Tax Increment Fund into which the City must deposit the City Tax Increment minus the amounts required to be deposited in accordance with the trust indenture securing the 2021 Tax Increment Refunding Bonds and the amounts required to be deposited into the City Tax Increment (50 -acre) Subaccount in accordance with the 2021 Amended and Restated Management Agreement. "City Tax Increment ,50 -acre) Subaccount" means the subaccount within the Tax Increment Subaccount of the Tax Increment Fund into which the City must deposit the City Tax Increment collected from the property taxes of certain designated real property within the Zone in accordance with the 2021 Amended and Restated Management Agreement. "Cily Tax Increment Subaccount - Debt Service Reserve Fund" — means the segregated fund within the City Tax Increment Subaccount within the Tax Increment Subaccount of the Tax Increment Fund in which the City, on behalf of the Board, shall retain $190,000 in City Tax Increment and which may be used solely to pay debt service on the 2021 Tax Increment Refunding Bonds. "City Tax Increment Subaccount — Capital Project Annual Reserve Fund" means the segregated fund within the City Tax Increment Subaccount within the Tax Increment Subaccount of the Tax Increment Fund into which the City, on behalf of the Board, shall make the transfers described in Section 3.4 below and which may be used solely to pay the Qualified Costs of the Public Works Projects described in Section 3.2 below. "Conn " means Denton County, Texas. "Coup Tax Increment Partici ation A eement" means an agreement between the City and the County (to which agreement the Developer is a third -party beneficiary) pursuant to which the County agrees to pay the County Tax Increment into the Tax Increment Fund as provided in this Final Project and Finance Plan. "County Tax Increment" means ninety percent (90%) of the Tax Increment for the County. "Developer" means LMG Ventures, LLC and TXFM, Inc. or an affiliate, assignee, or transferee thereof. "Economic Development Grants" are defined in Section 10 of the 2011 Final Project and Finance Plan and supplemented by Section 3.5 below. "Economic Development Programs" are described in Section 10 of the 2011 Final Project and Finance Plan and supplemented by Section 3.5 below. Page 6 1775 015\1058870.5 "Economic Development Project Costs" are defined in Section 9 of the 2011 Final Project and Finance Plan. "Economic Development Projects" are defined in Section 1.6 and described in Section 9 of the 2011 Final Project and Finance Plan. "Economic Feasibility Study" is defined in Section 8 of the 2011 Final Project and Finance Plan. "Facili " is defined in Section 1.3. "Final dud ent" is defined in Section 1.5. "Final Project and Finance Plan" means, collectively, the 2011 Final Project and Finance Plan and the 2025 First Supplement, as the same may be updated and supplemented by the Board and the City in the future. "Preliminary Finance Plan" means the Preliminary Reinvestment Zone Financing Plan for Tax Increment Reinvestment Zone Number One, City of The Colony, Texas, dated November 8, 2011. "Public Works Project Costs" are defined in Section 6.5 of the 2011 Final Project and Finance Plan as supplemented by Section 3.2 below. "Public Works Projects" are defined in Section 1.5 and described in Section 6 of the 2011 Final Project and Finance Plan as supplemented by Section 3.1 below. "Qualified Costs" are included in TIF Project Costs as defined in Section 311.002 of the Act, as amended, and include, but are not limited to: (i) costs of design and construction including, but not limited to, costs of preparing the site for construction and costs of work performed because of environmental considerations; (ii) costs of services of architects, engineers, construction managers, third -party developers, and contractors; (iii) reasonable costs of legal counsel of the City, the County, the 431 Corporation, and the Developer with respect to negotiating and consummating all documents contemplated by the Final Project and Finance Plan; (iv) reasonable fees and expenses of agencies having jurisdiction over the financing of the Facility, financial advisors, financial printers, bond counsel, legal counsel, underwriters, escrow agents, trustees, and other persons incurred in connection with the implementation of the Final Project and Finance Plan; (v) capitalized interest and reserve funds required in connection with any TIF Obligations; (vi) costs of acquiring the site including title work, surveys, inspections, engineering reports, real estate commissions, and legal fees and expenses; (vi) costs of furnishing and equipping the Facility; and (vii) any reasonable costs incurred by the Developer, the City, the County, or the 431 Corporation in connection with the implementation of the Final Project and Finance Plan. "Qualified State Rebate Project" means the "Qualified Project" defined and described in the Qualified State Rebate Project Master Development Agreement which is a qualified project under Section 351.151 of the Texas Tax Code, as amended. "Qualified State Rebate Project Master Develo ment A reement" means The Colony Hotel and Convention Center Chapter 380 Agreement, by and between the City and LMG Ventures, LLC, Page 7 1775.015\1058870.5 effective November 18, 2025, and approved by the City Council by Ordinance No. on November 18, 2025, which is an agreement made pursuant to Texas Tax Code Section 311.010(b). "Qualified State Rebate Pro'ect Subaccount" means the subaccount of the Tax Increment Fund created by the City by Ordinance No. 2025-2631, adopted on November 18, 2025 into which the City shall deposit State Tax Revenues (as defined in and required by the Qualified State Rebate Project Master Development Agreement) and any other revenues to be used for the Qualified State Rebate Project in accordance with the Qualified State Rebate Project Master Development Agreement. "Related Development" is defined in Section 1.3. "Sales Tax Increment" means the amount generated from the City's sales and use taxes attributable to the Zone above the sales tax base. "Sales tax base" means the amount generated from the City's municipal sales and use taxes at the rate of one percent (1.0%) attributable to the Zone for the year in which the Zone was designated. "Tax Increment" means, for the City and the County, respectively, for each year, the amount of property taxes levied and collected by the City and the County for that year on the captured appraised value of real property taxable by the City and the County and located in the Zone. "Captured appraised value" means the total taxable value of all real property taxable by the City and the County and located in the Zone for that year less the tax increment base for the City and County. "Tax increment base" for the City and County is the total taxable value of all real property taxable by the City and the County and located in the Zone for the year in which the Zone was designated. "Tax Increment Fund" means the tax increment fund required by the Act, and any accounts held therein (including those described on Exhibit A of this 2025 First Supplement), for the Zone established by the City into which: (i) the City is required by the Act to deposit the City Tax Increment and the City Sales Tax Increment, (ii) the County is required by the Act to deposit the County Tax Increment; (iii) the City or the 431 Corporation deposits any proceeds from the issuance of TIF Obligations; (iv) the City is required by the Qualified State Rebate Project Master Development Agreement to deposit State Tax Revenues; and (v) the City, the County, or the 431 Corporation is otherwise authorized by the Act to deposit any funds. "TIF Obligations" are defined in Section 15 of the 2011 Final Project and Finance Plan. "TIF Projects" are defined in Section 1.2. "TIF Proiect Costs" are defined in Section 1.2. "Zone" is defined in Section 1.3. "Zone Creation Ordinance" is defined in Section 1.3. Page 8 1775.015\1058870.5 3. SUPPLEMENTAL PROVISIONS 3.1 Additional Public Works Projects. In addition to the Public Works Projects described in the 2011 Final Project and Finance Plan, including the exhibits thereto, the Developer, Board and the City have determined that development of the Facility and Related Development will require the construction of the additional Public Works Projects generally described in Section 3.2 below. 3.2 Additional Public Works Project Costs. 'Public Works Project Costs" include the Public Works Project Costs described in the 2011 Final Project and Finance Plan, including the exhibits thereto, and the following costs related to the Additional Public Works Projects described below: Bridges -Estimated Construction Costs (both bridges) $2,200000 The Public Works Project Costs shown above are estimates in 2025 dollars and may be adjusted, accelerated, delayed or abandoned without requiring an amendment to the Final Project and Finance Plan. The estimated bridge construction costs (both bridges) will be confirmed by a study expected to be completed in the Spring of 2026. After the study is completed, funds will be allocated for such costs. 3.3 Estimated Time When TIF Project Costs Will Be Incurred. It is estimated that TIF Project Costs will be incurred as shown in the 2011 Final Project and Finance Plan, including the exhibits thereto, and as described below for the additional Public Works Projects described in Section 3.2 above; however, the timing may vary significantly from the estimates. Expenditures Page 9 1775.015\1058870.5 Estimated Description: Annual Costs: Pedestrian Tunnel Repair $50,000 Divergent Diamond Interchange (DDI) Repair $110,000 Directional Signs $90,000 Traffic Signal Repair $30,000 Traffic Signal Equipment Replacement $40,000 Concrete Pavement Lifting Repairs $50,000 Concrete Curb Repair $15,000 Concrete Panel Repair $80,000 Roadway Sealing $10,000 Roadway Re -Striping $15,000 Wood and Metal Guardrail Repair $3,000 Pump Repair North of Pedestrian Tunnel $1,00 Estimated Annual Costs $494,000 Bridges -Estimated Construction Costs (both bridges) $2,200000 The Public Works Project Costs shown above are estimates in 2025 dollars and may be adjusted, accelerated, delayed or abandoned without requiring an amendment to the Final Project and Finance Plan. The estimated bridge construction costs (both bridges) will be confirmed by a study expected to be completed in the Spring of 2026. After the study is completed, funds will be allocated for such costs. 3.3 Estimated Time When TIF Project Costs Will Be Incurred. It is estimated that TIF Project Costs will be incurred as shown in the 2011 Final Project and Finance Plan, including the exhibits thereto, and as described below for the additional Public Works Projects described in Section 3.2 above; however, the timing may vary significantly from the estimates. Expenditures Page 9 1775.015\1058870.5 may be accelerated or delayed without amending this Final Project and Finance Plan. The expenditures are in current -year dollars; therefore, they shall be adjusted each year by a cost -of - living index approved by the City and the Developer, which approvals shall not be unreasonably withheld; and such adjustments shall not require an amendment to the Final Project and Finance Plan. 2026 $500,000 2027 $500,000 2028 $500,000 2029 $500,000 2030 $500,000 3.4. Method of Financing. The TIF Projects, including the Additional Public Works Projects described in Section 3.1 above, shall be financed as described in Section 15 of the 2011 Final Project and Finance Plan. Under the Zone Creation Ordinance, the City created and established the Tax Increment Fund and several subaccounts within the Tax Increment Fund, including specifically the Tax Increment Subaccount into which the City is required to deposit the City Tax Increment and the County is required to deposit the County Tax Increment. The City subsequently created the "City Tax Increment Subaccount", the "City Tax Increment (50 - acre) Subaccount" and the "County Tax Increment Subaccount" within the Tax Increment Subaccount of the Tax Increment Fund into which the funds on deposit in the Tax Increment Subaccount are segregated in accordance with the 2021 Amended and Restated Management Agreement. To finance the Additional Public Works Project Costs described in Section 3.2 above and to pay outstanding TIF Project Costs, the City, on behalf of the Board, shall make the following transfers and payments in the following order of priority: (1) first the City shall transfer up to $90,000 of City Tax Increment on deposit in the City Tax Increment Subaccount of the Tax Increment Subaccount of the Tax Increment Fund to the City Tax Increment Subaccount — Debt Service Reserve Fund so that such fund has no less than $90,000 on deposit at all times; (2) second, the City shall transfer $500,000 of City Tax Increment on deposit in the City Tax increment Subaccount of the Tax Increment Subaccount of the Tax Increment Fund to the City Tax Increment Subaccount — Capital Project Annual Reserve Fund on October 1, 2025 and shall transfer up to $500,000 on each October 1 thereafter, so that such fund contains $500,000 on October 1 of each year; and (3) third, the City shall use any remaining City Tax Increment on deposit in the City Tax Increment Subaccount of the Tax Increment Subaccount of the Tax Increment Fund to pay outstanding TIF Project Costs. Funds on deposit in the City Tax Increment Subaccount — Capital Project Annual Reserve Fund may only be used to pay the Qualified Costs of the Public Works Projects described in Section 3.2. Any funds on deposit as of September 30th each year shall be credited against the amount required to be transferred on October 1 such that the total amount on deposit in the City Tax Increment Subaccount — Capital Project Annual Reserve Fund on October 1 of each year shall equal no more than $500,000. The City Tax Increment Subaccount — Capital Project Annual Reserve Fund shall be used for the sole purpose of paying the Public Works Project Costs described in Section 3.2 above and for no other purpose. Any amount on deposit in the City Tax Increment Subaccount — Capital Project Annual Reserve Fund after all Public Works Project Costs described in Section 3.2 have been paid shall be transferred back to the City Tax Increment Subaccount and used in accordance with Page 10 1775.015\1058870.5 the Final Project and Finance Plan and related agreements. 3.5 Qualified State Rebate Project. As described above in Section 1.5, the City has entered into the Qualified State Rebate Project Master Development Agreement for the purpose of constructing the Qualified State Rebate Project under Subchapter C of Chapter 351 of the Texas Tax Code, as amended. In the 2025 First Supplement Approval Ordinance, the City, on behalf of the Board, established the Qualified State Rebate Project Subaccount of the Tax Increment Fund into which the City shall deposit all State Tax Revenues (as defined in the Qualified State Rebate Project Master Development Agreement) and any other revenues to be used for the Qualified State Rebate Project in accordance with the Qualified State Rebate Project Master Development Agreement as authorized by Section 311.014(a) of the Act and the 2025 First Supplement Approval Ordinance. Funds deposited in the Qualified State Rebate Project Subaccount of the Tax Increment Fund shall be used to pay TIF Project Costs consisting of Economic Development Programs described in the Qualified State Rebate Project Master Development Agreement. 4. CHAPTER 252 and CHAPTER 272 EXEMPTIONS. The City acknowledges that Texas Tax Code Section 311.010(g) provides that Chapter 252 of the Texas Local Government Code does not apply to a dedication, pledge, or other use of revenue legally deposited in the TIF Fund for a reinvestment zone under an agreement made pursuant to Texas Tax Code Section 311.010(b), and pursuant to Texas Local Government Code Section 272.001(b)(6), the public notice and bidding requirements of Texas Local Government Code Section 272.001(a) do not apply to the sale of the City's land that is located in a reinvestment zone designated as provided by law and that the municipality desires to have developed under a project plan adopted by the City for the zone. It is contemplated that the City will own improved and unimproved land within the Zone which the City desires to have developed as part of the Facility, Related Development, and Qualified State Rebate Project in accordance with this Final Project and Finance Plan and the Qualified State Rebate Project Master Development Agreement. It is further contemplated that development of City -owned land as part of the Facility, Related Development, and Qualified State Rebate Project may include sales, grants, or other transfers as part of an economic development program for the Zone authorized by Section 311.010(h) of the Act. To the extent that any transfers of City -owned land are involved in such a program, such transfers shall be exempt from the notice and bidding requirements of Chapter 272, Local Government Code, based on the exemption contained in Section 272.001(b)(6), Local Government Code. 5. 2011 FINAL PROJECT AND FINANCE PLAN RATIFIED AND CONFIRMED, In Resolution No. T2025-003 approved by the Board on November 18, 2025, the Board approved this 2025 First Supplement and expressly approved, ratified and confirmed the 2011 Final Project and Finance Plan in its entirety. Similarly, the City Council adopted Ordinance No. 2025- 2631 on November 18, 2025, approving this 2025 First Supplement and expressly approved, ratified and confirmed the 2011 Final Project and Finance Plan in its entirety. Nothing in this First Supplement is intended to supersede the provisions of the 2011 Final Project and Finance Plan. In the event of a conflict between this 2025 First Supplement and the 2011 Final Project and Finance Plan, the 2011 Final Project and Finance Plan shall control. Page 11 1775.015\1058870.5 0 Z Z 5W 2 W V Z w X a H 41 0 yJ E V U O x _ C J V u l/7 11 IA C 0 C u CJ Ln O N 7 OR v - - lA a O 41 0 E V �_ ^' u l/7 v T C O v d IG M ` yy O > 1A L m X N a r � T � u K N cd> Q V R% M L 3 v,u G x o V n Y y N W u > v R cu 7 V r E ° _a z c L ro R W V C 'E C V ¢