HomeMy WebLinkAboutCOUNCIL - AGENDA ITEM - 07/27/2004 - ITEMS RELATING TO THE SUMMIT FORT COLLINS SHOPPING ITEM NUMBER: 3 A-B
AGENDA ITEM SUMMARY DATE: July 27, 2004
FORT COLLINS CITY COUNCIL STAFF: Diane Jones
Alan Krcmarik
SUBJECT
Items Relating to the Summit Fort Collins Shopping Center.
RECOMMENDATION
Staff recommends adoption of the Ordinance on Second Reading and the Resolution.
EXECUTIVE SUMMARY
A. Second Reading of Ordinance No. 104,2004,Amending Various Sections of the City Code
so as to Expressly Permit the Deferral of Certain Utility Impact Fees.
B. Resolution 2004-093 Approving an Agreement Between the City and Bayer Properties to
Provide Financial Assistance for the Summit Fort Collins Shopping Center.
Item A
Some of the current City Code provisions allow the City Council to defer impact fees;others do not.
This inconsistency came to light during the negotiations regarding the proposed Lifestyle Center.
Specifically,the Code provisions establishing electric development fees and charges and stornwater
fees do not permit deferral. And,while the Code provisions relating to water plant investment fees
and sewer plan investment fees do permit arrangements for paying the fees over time, those Code
provisions are worded differently than the Code provisions pertaining to the deferral of capital
improvement expansion fees.
This Ordinance, which was unanimously adopted on First Reading on July 6, 2004, brings
consistency to the Code provisions on this subject and City practice, and would allow for all city
impact fees to be paid over time, either in installments or in a lump sum. The Ordinance has been
amended on Second Reading so that all of the Code provisions pertaining to impact fees clearly state
that, if the fees are deferred and there is an increase in the amount of the fees during the deferral
period, the applicant will pay the higher fee in effect at the time of payment.
July 27, 2004 -2- Item No. 3 A-B
Item B
On June 15, 2004 City Council adopted Resolution 2004-074 to provide a package of financial
assistance for the Lifestyle Center (The Summit Front Range Shopping Center). The package
contains three components:
• The collection of a public improvement fee imposed by Bayer Properties upon
the purchase of all goods and services at the Lifestyle Center except for the
purchase of food for domestic home consumption($8,000,000)
• The sharing of net new sales tax revenues generated by the Lifestyle Center
($5,000,000)
• The deferral of impact fees for up to five years with an interest rate lower than
market lending rates ($656,000)
Based on these three components,the City and Bayer Properties have negotiated an agreement that
details the specific actions and safeguards, for both parties, to implement the components of the
agreed upon financial package.
BACKGROUND
The first phase of the Lifestyle Center will be approximately 500,000 square feet on 90 acres at
Harmony Road and Ziegler Road. The estimated net cost of the Center and related public
improvements exceeds$70.5 million including approximately$13,240,000 for public improvements
to offset the impacts of the Center. The Developer will pay an estimated$5,980,000 in City fees and
taxes.
Based on analysis of the market area for the project,an independent economic consultant(Economic
Planning Systems) concluded that in the first year of full operation the Center will generate
approximately$4.5 million of sales tax revenue for the City. Of this amount, approximately$1.5
million would be annual net new tax revenue for the General Fund. This is a substantial increase
to the tax base of the City.
The total value of the financing package is approximately$13,656,000:
• Public improvement fee $ 8,000,000 (58.6%)
• City Sales Tax sharing $ 5,000,000 (36.6%)
• Fee deferral/interest savings $ 656,000 ( 4.8%)
The following explains the three major components ofthe financial assistance package and how they
are to work.
July 27, 2004 -3- Item No. 3 A-B
Public Improvement Fee (Section 3)
a. The Public Improvement Fee (PIF) of.5% (50-cents on a$100 purchase) is to be imposed
on retail sales made by shoppers at the Center.
b. The Developer is responsible for using its best efforts to negotiate agreements with all future
tenants and occupants of the Center to pay the PIF.
C. Retailers at the Center will collect the PIF and remit to the City each month along with sales
tax receipts.
d. The City will remit the PIF proceeds to the Developer on a quarterly basis until$8.0 million
is generated.
Reimbursement of Sales Tax Increment Revenues (Section 4)
a. The "sales tax increment"means the net new sales of the City's 2.25% sales tax rate; any
special voter approved taxes, such as the Building Community Choices taxes, are exempt
from the reimbursement.
b. The City shall pay fifty percent (50%) of the"sales tax increment"or the net new sales tax
revenue received from the Lifestyle Center.
C. The City shall begin to collect these revenues as soon as the Center is open and operating but
will not start the reimbursement to the Developer until stores occupying no less than 250,000
square feet are open and operating and construction of at least 350,000 square feet has been
completed.
d. Once the conditions stated in"c"above are met, the City will begin quarterly payments of
the Developer's share of the sales tax increment.
e. City payment of the sales tax increment to the Developer will continue until a total of$5.0
million has been paid or a period of 10-years lapses. The City's obligation will be satisfied
when either of the two conditions occurs: reimbursement of$5.0 million or 10-years from
the date of the first payment.
f. The Developer assumes the entire risk that the sales tax increment generated by the Lifestyle
Center will be sufficient to enable the City to reimburse$5.0 million to the Developer within
the 10-year period.
g. If the City's tax base is decreased during the 10-year period,then the period of time to collect
and reimburse the Developer the$5.0 million shall be extended up to a maximum of 15 years
from the date of the first payment.
July 27, 2004 -4- Item No. 3 A-B
Deferral of Impact Fees (Section 2)
a. The Developer is responsible for the payment of approximately$5,980,000 in City Impact
Fees.
b. Payment of a select list of impact fees (it does not include Street Oversizing fees) may be
deferred by the Developer for a period of five years from the date the first building permit
is issued.
C. When the deferred fees are paid (within the five years) to the City, the Developer will also
pay interest to the City at a rate of 2.2%per year(simple interest) from the date of issuance
of the first building permit for the Lifestyle Center.
d. If the City's impact fees are increased or decreased during the deferral period,the Developer
shall pay the fee in effect at the time of payment in place of the initial fee plus interest. The
City will notify the Developer 30 days before Council's consideration of a fee increase or
decrease so that the Developer will have the opportunity to choose whether to pay the initial
fee plus interest before the new fee takes effect or to continue to defer and pay the new fee.
Other Provisions
a. The City retains the right to withhold or offset payments of the sales tax increment if the
Developer does not comply with all City codes, ordinances, resolutions and regulations or
does not comply with the terms of the Development Agreement and fails to cure such
violations after notice from the City. (Section 7)
b. All obligations of the City for payment of the sales tax increment are subject to annual
appropriations as approved by City Council. (Section 6)
C. The Developer will maintain complete records of all income and expenses and the City has
the right to inspect these records until the payments of the sales tax increment are satisfied.
This will enable the City to monitor and assure that the specifics of the agreement are being
properly implemented. (Section 11)
ATTACHMENTS
A. Financial Assistance Agreement (attached as Exhibit A to Resolution 2004-093)
B. Resolution 2004-074
ORDINANCE NO . 104, 2004
OF THE COUNCIL OF THE CITY OF FORT COLLINS
AMENDING VARIOUS SECTIONS OF THE CITY CODE
SO AS TO EXPRESSLY PERMIT THE DEFERRAL
OF CERTAIN UTILITY IMPACT FEES
WHEREAS , the City Code establishes various kinds of impact fees to be imposed upon new
development within the City, the purpose of which fees is to defray the cost of providing the public
infrastructure needed to serve such new development; and
WHEREAS , these impact fees include capital improvement expansion fees contained in
Chapter 7 . 5 of the Code as well as plant investment fees and service connections fees contained in
Chapter 26 of the Code; and
WHEREAS , some of the Code sections imposing these fees allow for the payment of the fees
to be deferred beyond the issuance of the first building permit or utility service permit for the
development required to pay the fees, and others do not; and
WHEREAS , in the course of review of Code provisions related to deferral of impact fees,
staff has determined that reference to electric utility development fees has been inadvertently
omitted from Section 26-632 , which provides for the deferral of utility impact fees for affordable
housing projects ; and
WHEREAS , staff has recommended to the City Council that the provisions pertaining to the
deferral of impact fees be made more consistent; and
WHEREAS , the City Council believes that any such deferral of fees should be approved by
the City Council, either on a case by case basis or as a matter of policy.
NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF FORT
COLLINS as follows :
Section 1 . That Section 7 . 5 - 19 of the Code of the City of Fort Collins is hereby amended
so as to read in its entirety as follows :
Sec. 7.5-19. Imposition, computation and collection of fees.
Payment of the fees imposed under the provisions of this Article shall be required
as a condition of approval of all development in the city for which a building permit
is required. The amount of such fees has been calculated using current levels of
service and the data and methodologies described in CapitallmprovementExpansion
Cost Study, dated May 21 , 1996, as amended; the city's Street Oversizing Impact Fee
Study, dated July 15 , 1997, and Street Oversizing Impact Fee Study Update, dated
November 28 , 2000 , as amended; and The ITE Trip Generation Manual, 6th Edition,
1997 , published by the Institute of Traffic Engineers, as amended. The fees due for
such development shall be payable by the feepayer to the Department of Building
and Zoning Director prior to or at the time of issuance of the first building permit for
the property to be developed, except to the extent that the deferral of all or any
portion of such payment has been executed by the city which provides for a different
time of payment approved by the City Council by resolution. If, during the period
of any such deferral, the amount of the deferred fee is increased by ordinance of the
City Council, the fee rate in effect at the time of payment shall apply. If the building
permit for which a fee has been paid has expired, and an application for a new
building permit is thereafter filed, any amount previously paid for a capital
improvement expansion fee and not refunded by the city shall be credited against any
additional amount due under the provisions of this Article at the time of application
for the new building permit.
Section 2 . That Section 26- 120(a) of the Code of the City of Fort Collins is hereby
amended so as to read in its entirety as follows :
Sec. 26- 120. Water plant investment fees.
(a) Any applicant desiring to connect to the water utility shall pay the utility a
water plant investment fee (WPIF) pursuant to the schedule of fees prescribed by §
26- 128 in addition to any other connection fees prescribed herein. Except to the
extent that the deferral of all or any portion of such payment has been approved by
the City Council by resolution or except as provided in Subsection (f) of this Section,
this fee shall be paid in full at the time the water service connection permit is issued.
If there is an increase in plant investment fee rates between the time of application
for a water service permit and the actual payment of fees, the fee rates in effect at the
time of payment shall apply.
Section 3 . That Section 26-283 (a) of the Code of the City of Fort Collins is hereby
amended so as to read in its entirety as follows :
Sec. 26-283. Sewer plant investment fees (SPIF) ; basis.
(a) An applicant desiring to connect to the wastewater utility shall pay the utility
a sewer plant investment fee (SPIF) as prescribed in § 26-284 of this Article in
addition to any other connection fee or charge imposed by this Article . Except to the
extent that the deferral of all or any portion of such payment has been approved by
the City Council by resolution or except as provided in Subsection (e) of this
Section, this fee shall be paid in full at the time the sewer connection permit is
issued. In the case of an increase in SPIF rates between the time of application for
the permit and the applicant's actual payment of sewer connection charges, the rates
in effect on the date of payment shall apply.
Section 4. That Section 26-471 (a) of the Code of the City of Fort Collins is hereby
amended so as to read in its entirety as follows :
Sec. 26471 . Electric development fees and charges.
(a) Any person desiring to connect to the city's electric distribution system, or
to construct any structure to be served by said electric distribution system, shall pay
to the utility all applicable electric development fees and charges as described in this
Division prior to said connection, whether such connection or the property served is
inside or outside of the corporate limits of the city, in addition to any other applicable
fees and charges described in this Article . Notwithstanding the foregoing or any
provision of this Article to the contrary, said fees and charges may be paid over time
to the extent that the deferral of all or any portion of such payment has been
approved by the City Council by resolution. Said development fees shall consist of
an Electric Capacity Fee ("ECF ") to recover the allocated cost of the electric
distribution system attributable to the new service requested and a Building Site
Charge ("BSC ") to recover the cost of installing on-site electric service facilities to
the user's side of the point of delivery. If there is an increase in said fees between the
time of application for electric service and the actual payment of fees, the fee rates
in effect at the time of payment shall apply.
Section 5 . That Section 26-511 (c) of the Code of the City of Fort Collins is hereby
amended so as to read in its entirety as follows :
Sec. 26-511 . Stormwater fees.
• • c The stormwater basin fee may be aid at an time after the approval of the
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plat of a subdivision or, in the case of unplatted property, upon the issuance of a
building permit and not before ; provided, however, that such fee shall be paid prior
to the issuance of a full building permit, or if no building permit is required, upon
commencement of construction except to the extent that the deferral of all or any
portion of such payment has been approved by the City Council by resolution. If
there is an increase in said fees between the issuance of a full building permit or, if
no building permit is required, the time of commencement of construction and the
actual payment of fees, the fee rates in effect at the time of payment shall apply.
Section 6 . That Section 26-632 of the Code of the City of Fort Collins is hereby amended
so as to read in its entirety as follows :
Sec. 26-632 . Deferral of fees.
With respect to any dwelling unit which is contained within or which constitutes
an affordahle housingproject as defined in § 26-631 , the Water Plant Investment Fee
("WPIF "), Sewer Plant Investment Fee (" SPIF "), Storm Drainage Basin Fee the Raw
Water Requirement In-lieu Cash Payment, and the Electric Development Fees and
Charges, as established in this Chapter, shall, upon the request of the applicant, be
deferred until the date of issuance of a certificate of occupancy (whether temporary
or permanent) for such unit(s) or until the first day of December of the year in which
the deferral was obtained, whichever first occurs. Notwithstanding any provision in
this Chapter to the contrary, in the event that, during the period of deferral, the
amount of the deferred fee is increased by ordinance of the City Council, the fee rate
in effect at the time of the issuance of the building permit shall apply. At the time of
application for any such deferral, the applicant shall pay to the city a fee in the
amount of fifty dollars ($ 50 .) to partially defray the cost of administration. No person
shall knowingly make any false or misleading statement of fact in order to obtain any
deferral of fees under this Section.
Introduced and considered favorably on first reading and ordered published this 6th day of
July, A.D . 2004, and to be presented for final passage on the 27th day of July, A.D . 2004 .
Mayor
ATTEST :
City Clerk
Passed and adopted on final reading this 27th day of July, A.D . 2004 ,
Mayor
ATTEST :
City Clerk
RESOLUTION 2004-093
OF THE COUNCIL OF THE CITY OF FORT COLLINS
APPROVING AN AGREEMENT BETWEEN THE CITY AND BAYER PROPERTIES
TO PROVIDE FINANCIAL ASSISTANCE
FOR THE SUMMIT FRONT RANGE SHOPPING CENTER
WHEREAS, on August 19, 2003, the City Council approved amendments to the Harmony
Corridor Standards and Guidelines and the City's Land Use Code to allow for the potential
development of a Lifestyle Shopping Center in the Harmony Corridor; and
WHEREAS, on October 16, 2003, the Planning and Zoning Board approved the "Summit
Fort Collins Shopping Center Phase I Project Development Plan" (aka the "Summit Front Range
Shopping Center"or the"Lifestyle Center")at the location of Harmony Road and Ziegler Road;and
WHEREAS,the first phase of the Lifestyle Centerwill be approximately 500,000 square feet
in size and will encompass approximately 90 acres; and
WHEREAS, the Lifestyle Center, if constructed, will be a retail center with amenities and
retail outlets sufficient to attract shoppers to the Fort Collins area above and beyond those of the
existing Foothills Mall; and
WHEREAS,the development of the Lifestyle Center will enable the City to better maintain
its place as the regional retail center of Northern Colorado in the face of competing retail facilities
that could otherwise draw significant retail sales revenues out of the Fort Collins community; and
WHEREAS,subsequent to the Planning and Zoning Board's approval of the Lifestyle Center,
City staff has been working with the developer of the Lifestyle Center("Bayer Properties")to discuss
ways in which the City can provide financial assistance to the Lifestyle Center that will enhance the
likelihood that the Lifestyle Center will actually be developed; and
WHEREAS, Bayer Properties estimates that it will invest over$70 million in the Lifestyle
Center, including approximately $13,240,000 for public improvements that will be necessary to
offset the impacts of the Lifestyle Center, and that will also benefit future development and the
community at large; and
WHEREAS,according to preliminary estimates,Bayer Properties will also pay Cityfees and
taxes related to the construction of the Lifestyle Center in the approximate amount of$5,980,000;
and
WHEREAS, a recent report conducted by Economic Planning Systems,Inc. has concluded
that,in its first year of operation,the Lifestyle Center will generate approximately$4.5 million worth
of sales tax revenue for the City, including approximately$1.5 million in net new revenue, which
revenues would constitute a substantial increase to the tax base of the City; and
WHEREAS, according to said report, the development of the Lifestyle Center will prevent
additional sales from leaving Fort Collins to other shopping venues in Northern Colorado and
elsewhere; and
WHEREAS,in order to encourage the development of the Lifestyle Center,the Interim City
Manager is recommending to the City Council that the Council support a package of financial
assistance for the Lifestyle Center consisting of three components: the deferral of impact fees,the
sharing of new tax revenues generated by the Lifestyle Center, and the collection of a public
improvement fee to be imposed by Bayer Properties upon the purchase of all goods and services at
the Lifestyle Center except the purchase of food; and
WHEREAS, the City Council has,through the adoption of Resolution 2004-074 on June 15,
2004, expressed its support for the foregoing package of financial assistance; and
WHEREAS,the City Council has determined that the provision of such financial assistance
is in the best interests of the City and will serve the important public purposes of increasing
employment in the City, stabilizing and improving the long term tax base of the City and providing
additional economic development benefits to the City; and
WHEREAS, City staff has prepared for Council's consideration an agreement between the
City and Bayer Properties(the"Agreement")implementing the direction provided by the Council in
Resolution 2004-074, which Agreement sets forth the terms and conditions upon which financial
assistance will be provided to Bayer Properties by the City; and
WHEREAS, the City Council believes that the Agreement is in the best interests in the City.
NOW, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF FORT
COLLINS as follows:
Section 1. That the City Council hereby finds that the provision of financial assistance
to Bayer Properties by the City,upon the terms and conditions contained in the Agreement, is in the
best interests of the City and serves the important public purposes of increasing employment within
the City, stabilizing and improving the long-term tax base of the City, and promoting economic
development within the City.
Section 2. That the Agreement,in substantially the form contained in Exhibit"A" attached
hereto and incorporated herein by this reference, is hereby approved by the Council, subject to such
modifications as maybe deemed necessary by the Interim City Manager,in consultation with the City
Attorney, in order to further the purposes of the Agreement.
Section 3. That the Interim City Manager is hereby authorized to execute the Agreement
on behalf of the City.
Passed and adopted at an adjourned meeting of the City Council held this 27th day of July,
A.D. 2004.
Mayor
ATTEST:
City Clerk
EXHIBIT A
FINANCIAL ASSISTANCE AGREEMENT
PERTAINING TO THE DEVELOPMENT OF THE
THE SUMMIT FRONT RANGE SHOPPING CENTER
THIS AGREEMENT is entered into this day of 2004, by and
between the City of Fort Collins, Colorado,a Colorado home rule municipality(the"City"); Bayer
Properties Incorporated, an Alabama Corporation and JDJ Development Company, L.L.C., a
Delaware limited liability company authorized to do business in Colorado.
RECITALS
WHEREAS, on October 16, 2003, the Planning& Zoning Board of the City approved the
"Summit Fort Collins Shopping Center Overall Development Plan and Phase I Project Development
Plan" (also known as The Summit Front Range Shopping Center and referred to below as the
"Lifestyle Center") at the location of Harmony Road and Ziegler Road; and
WHEREAS,the first phase ofthe Lifestyle Center will be approximately 500,000 square feet
in size and will encompass approximately 90 acres; and
WHEREAS, the Lifestyle Center will be a retail center with amenities and retail outlets
sufficient to attract shoppers to the Fort Collins area above and beyond those of the existing Foothills
Mall; and
WHEREAS,the development of the Lifestyle Center will enable the City to better maintain
its place as the regional retail center of Northern Colorado in the face of competing retail facilities
that could otherwise draw significant retail sales revenues out of the Fort Collins community; and
WHEREAS, the Developer estimates that it will invest over $70 million in the Lifestyle
Center, including approximately $13,240,000 for public improvements that will be necessary to
offset the impacts of the Lifestyle Center, and that will also benefit future development and the
community at large; and
WHEREAS, the Developer will also pay an estimated $5,980,000 in City fees and taxes
related to the construction of the Lifestyle Center; and
WHEREAS,a recent report conducted by Economic Planning Systems,Inc. obtained by the
City has concluded that, in its first year of operation, the Lifestyle Center will generate
approximately $4.5 million worth of sales tax revenue for the City, including approximately $1.5
million in net new revenue, which revenues will constitute a substantial increase to the tax base of
the City; and
Page 1 of 13
WHEREAS, according to said report, the development of the Lifestyle Center will prevent
additional sales from leaving Fort Collins to other shopping venues in Northern Colorado and
elsewhere; and
WHEREAS,in order to encourage the development of the Lifestyle Center,the City Council
has determined,through the adoption of Resolution 2004-074 on June 15,2004,that it is in the best
interests of the City to provide a package of financial assistance for the Lifestyle Center consisting
of three components: the deferral of impact fees,the sharing of new tax revenues generated by the
Lifestyle Center, and the collection of a public improvement fee to be imposed by Bayer Properties
upon the purchase of all goods and services at the Lifestyle Center except the purchase of food for
domestic home consumption as referenced in Sec. 25-71 of the Code; and
WHEREAS, the City Council has further determined, through the adoption of Resolution
2004-093 that providing such financial assistance to the Lifestyle Center will serve the important
public purposes of increasing employment in the City, stabilizing and improving the long term tax
base of the City and providing additional economic development benefits to the City.
NOW,THEREFORE,for and in consideration of the mutual covenants herein contained and
other good and valuable consideration,the receipt and adequacy of which is hereby acknowledged,
the parties hereto agree as follows.
SECTION 1. DEFINITIONS
In this Agreement,unless a different meaning clearly appears from the context,the following
definitions shall apply:
"Affiliate", shall mean any person directly or indirectly controlling,controlled by,or under
common control with the Developer. For the purposes of this definition,"control"(including with
correlative meaning, the terms "controlling," "controlled by" and "under common control'), as
applied to any person, means the possession, directly or indirectly, of the power to direct or cause
the direction of the management and policies of that person,whether through the ownership of voting
securities,by contract or otherwise,and"person"means and includes natural persons,corporations,
limited partnerships,general partnerships,joint stock companies,joint ventures,associations,limited
liability companies, trusts, land trusts, business trusts or other organizations, whether or not legal
entities.
"Agreement"shall mean this Financial Assistance Agreement Pertaining to the Development
of the The Summit Front Range Shopping Center, and all exhibits thereto.
"Base Sales Tax Levy"shall mean that portion of the sales tax imposed under Sec. 25-73 of
the Code at the rate of two and twenty-five hundredths percent(2.25%),less any sales taxes imposed
upon the sale of food for domestic home consumption as defined in Sec. 25-71 of the Code.
Page 2 of 13
"Base Sales Tax Revenues" shall mean all sales tax revenues derived from the Base Sales
Tax Levy.
"Calendar Quarter"shall mean any three(3)month period beginning on January 1,April 1,
July 1 or October 1, commencing with the first calendar quarter after the date of execution of this
Agreement.
"Charter" shall mean the Charter of the City.
"City" shall mean the City of Fort Collins, Colorado.
"City Council" shall mean the Council of the City.
"Code" shall mean the Code of the City as maintained in the office of the Fort Collins City
Clerk and as amended from time to time by the City Council.
"Developer" shall mean Bayer Properties Incorporated, an Alabama corporation, or JDJ
Development Company,L.L.C., a Delaware limited liability company authorized to do business in
Colorado,the principals of Bayer Properties Incorporated(Jeffrey Bayer and David Silverstein),or
any other Affiliate of any of the foregoing that is the owner or ground lessee of the Lifestyle Center,
or any permitted assignee as provided under Section 9 of this Agreement.
"Development Agreement"shall mean the development agreement to be executed between
the City and the Developer setting forth the specific terms and conditions upon which the Lifestyle
Center has been approved in the City.
"Earmarked Tax Revenues"shall mean all sales tax revenues specified in Sec. 25-75 of the
Code as being dedicated for specific purposes.
"Impact Fees" shall mean and include all fees required to be paid by the Developer to the
City under the Development Agreement or the Code as a condition of approval of the Lifestyle
Center including,without limitation,any capital improvement expansion fees established in Chapter
7.5, Article II of the Code as well as any plant investment fees required under the Code as a
condition of providing water,wastewater, stormwater or electric utilities to the Lifestyle Center by
the City.
"Lifestyle Center" shall mean the "Summit Fort Collins Shopping Center Overall
Development Plan and Phase I Project Development Plan",as approved by the City's Planning and
Zoning Board on October 16, 2003.
"Net New Sales" shall mean 42% of the taxable sales generated by the Lifestyle Center,
excluding sales of food for domestic home consumption as referenced in Sec. 25-71 of the Code,
which the parties agree is the portion of the total retail sales at the Lifestyle Center attributable to
Page 3 of 13
new retail sales occurring because of the Lifestyle Center and not displaced from other pre-existing
retail outlets in the City.
"Public Improvement Fee" shall mean a fee equivalent to one-half of one percent (0.50%)
on the full purchase price paid or charged for tangible personal property and taxable services sold
or purchased at retail at the Lifestyle Center except those specifically exempted under Sec.25-73(c)
of the Code and except"food" as defined in Sec. 25-71 of the Code.
"Sales Tax Increment" shall mean all sales tax revenue generated by the imposition of the
City's Base Sales Tax Levy on Net New Sales at the Lifestyle Center.
SECTION 2. DEFERRAL OF IMPACT FEES.
2.1 The City estimates that the Developer will be responsible for the payment of
approximately Five million Nine Hundred Eighty Thousand dollars($5,980,000.00)in City Impact
Fees. The parties agree that payment of the following Impact Fees may be deferred by the Developer
for a period of up to five(5)years from the date of issuance of the first building permit for a structure
at the Lifestyle Center:
Development Construction Permit
Construction Inspection Fee
Building Permit Fee
Plan Check Fee
General Government Capital Improvement Expansion Fee
Police Capital Improvement Expansion Fee
Fire Capital Improvement Expansion Fee
Sewer Connections
Sewer Connections for Restaurants
Water Connections
Water Meters
Water Raw Water Requirement
Irrigations Connections
Irrigation Raw Water Requirement
Irrigation Meters
Sewer Development Review Fee
Water Development Review Fee
Water Main Repayment
Stormwater Discharge Review fee
Stormwater Discharge Permit
Electrical Off-Site Facility Fees
Electrical On-Site Facility Fees
2.2 Interest will be payable by the Developer upon the outstanding amount of the fees
deferred under Section 2.1 above,at the rate of two and two tenths percent(2.2%)per year(simple
Page 4 of 13
interest),from the date of issuance of the first building permit for the Lifestyle Center to the date that
such fees are actually paid to the City;provided,however,that,if any of the foregoing fees have been
increased or decreased by the City Council during the deferral period, the Developer shall pay the
fee in effect at the time of such payment,in lieu of the initial fee plus interest. In order to enable the
Developer to determine whether to pay the initial fee plus interest prior to the date that such fee may
be increased or decreased by the City Council,the City will provide written notice to the Developer
of any such proposed fee increase or decrease, which notice shall be provided to the Developer no
less than thirty (30) days before the date of the City Council's formal consideration of the fee
increase or decrease. In the event that the City fails to timely provide such written notice as required
under this provision,the Developer will be responsible for paying the lesser of either the initial fee
plus interest or the fee at the time of payment.
2.3. The Impact Fees which may be deferred by the Developer under this provision shall
not include any stormwater basin fees payable under Sec. 26-511 of the Code or any electric
development fees or charges payable under Sec.26-471 or Sec. 26-473 of the Code unless and until
said Code sections have been amended by the City Council so as to permit such deferral.
SECTION 3. COLLECTION OF PUBLIC IMPROVEMENT FEE
3.1 The Developer agrees to use its best commercially reasonable efforts to include in all
agreements between the Developer and retail tenants or occupants at the Lifestyle Center, or in
recorded instruments affecting the Lifestyle Center, a provision requiring such retail tenants and
other occupants to pay the Public Improvement Fee, and the City agrees to collect all revenues
generated by such fees at the same time and in the same manner as it collects City sales taxes due
from such tenants or occupants. Said Public Improvement Fees shall be imposed upon such tenants
and occupants until the amount of Eight Million and no/100 Dollars ($8,000,000) is generated.
3.2 The proceeds of the Public Improvement Fee, when collected by the City, shall be
deposited into a separate, internal escrow account for the benefit of the Developer and shall not be
the property of the City. The proceeds shall be held solely for disbursement to the Developer
pursuant to the terms and condition of this Agreement, and shall not be considered revenue of the
City for any purpose. Within sixty(60)days following the close of each Calendar Quarter,the City
shall pay to the Developer the entire amount of Public Improvement Fee revenues received by the
City during that Calendar Quarter.
SECTION 4. REIMBURSEMENT OF SALES TAX INCREMENT REVENUES
4.1 To the extent not prohibited under the constitution and laws of the State of Colorado
or the Charter, the City shall pay to the Developer fifty percent (50%) of the Sales Tax Increment
actually received by the City from the Lifestyle Center. The City shall begin to collect such Sales
Taxes Increment, and shall hold the same for payment to the Developer according to the terms and
conditions of this Agreement, immediately upon receipt of the first sales tax revenues from the
Lifestyle Center. The City shall thereafter commence payment of the Sales Tax Increment to the
Page 5 of 13
Developer when stores occupying no less than two hundred fifty thousand square feet(250,000 sq.
ft.) of the Lifestyle Center have been opened to the public and have begun operations, and
construction of at least three hundred fifty thousand square feet (350,000 sq. ft.) of the Lifestyle
Center has been completed, as evidenced by temporary certificates of occupancy. Upon the
occurrence of these conditions, quarterly payments of the Developer's share of such Sales Tax
Increment shall be made by the City to the Developer within sixty(60)days following the close of
each Calendar Quarter. The City's efforts to collect such Sales Tax Increment from retail sales at
the Lifestyle Center shall be consistent with the City's overall efforts to collect sales tax revenues.
Nothing in this Agreement shall be construed as imposing upon the City any obligation to exert
special efforts in the collection of such revenues.
4.2 The payment of Sales Tax Increment by the City to the Developer shall continue for
such period of time as may be necessary to pay the amount of Five million and no/100 dollars
($5,000,000.00) to the Developer, or for a period of ten (10) years from the date of the first such
payment,whichever first occurs,with the understanding that the City's obligation to pay such Sales
Tax Increment Revenues shall apply only to the City's Base Tax Levy of 2.25%and shall not apply
to any Earmarked Tax Revenues received by the City.
4.3 The City's payment obligation under this Section shall be limited to the amount of
the Sales Tax Increment actually received by the City. Nothing herein shall be construed to require
the City to make any payments to the Developer in excess of such amount. Accordingly, the
Developer agrees to assume the entire risk that the Sales Tax Increment generated by the Lifestyle
Center will be insufficient to enable the City to pay Five million and no/100 dollars($5,000,000.00)
to the Developer within the ten (10) year period referenced in Section 4.2.
4.4. If the City's Base Sales Tax Levy is decreased during the ten-year period described
in Section 4.2, then such period shall be extended by a time period reasonably necessary to enable
the City to pay the five million dollars referenced in Section 4.3, up to a maximum of fifteen (15)
years from the date of the City's first payment of Sales Tax Increment to the Developer.
SECTION 5. PARTY ENTITLED TO RECEIVE PAYMENTS UNDER THIS
AGREEMENT
The Developer shall at all times during the term of this Agreement provide to the City Officer
the name and address of the party or parties who are duly authorized by the Developer to receive the
proceeds of the Public Improvement Fee and the Sales Tax Increment under the provisions of this
Agreement. Payment by the City to the party or parties so identified by the Developer shall fully
satisfy the City's obligation to make such payments to the Developer or to any assignee of the
Developer.
Page 6 of 13
SECTION 6. ALL PAYMENTS SUBJECT TO ANNUAL APPROPRIATIONS
The obligations ofthe City hereinunder shall not constitute an indebtedness ofthe City within
the meaning of any constitutional or statutory limitation or provision. The obligations of the City
for payment of the Sales Tax Increment under this Agreement shall be from year to year only and
shall not constitute a mandatory payment obligation of the City in any fiscal year beyond the present
fiscal year. This Agreement shall not directly or indirectly obligate the City to make any payments
of Sales Tax Increment beyond those appropriated for any fiscal year in which this Agreement shall
be in effect. The City Manager (or any other officer or employee at the time charged with the
responsibility of formulating budget proposals)is hereby directed to include in the budget proposals
and appropriation ordinances submitted to the City Council, in each year prior to expiration of this
Agreement, amounts sufficient to meet its obligations hereunder, but only if it shall have received
such amounts in the form of Sales Tax Increment, it being the intent, however,that the decision as
to whether to appropriate such amounts shall be at the discretion of the City Council.
SECTION 7. CITY'S RIGHT TO WITHHOLD OR OFFSET PAYMENTS
The Developer agrees to comply with all City codes,ordinances,resolutions and regulations,
and to pay all taxes, fees and expenses due to the City under the Code, the City's Land Use Code
or this Agreement,subject to any variances or modifications of standards that may be granted to the
Developer under the Code or the City's Land Use Code,and to comply with the terms and conditions
of the Development Agreement. If the Developer is in violation of the provisions of the Code,the
City's Land Use Code,this Agreement or the Development Agreement,the City shall provide written
notice to the Developer of such violation, and allow the Developer a period of ninety (90) days in
which to cure such violation. The City may thereafter withhold any payments of Sales Tax
Increment due to the Developer under this Agreement until such time as said violations are cured
or abated. In addition to the foregoing, the City, at its option, may, after such notice and after the
expiration of the cure period if any such violations have not been cured or abated, apply any Sales
Tax Increment that would otherwise be payable to the Developer under this Agreement to any unpaid
amounts theretofore due and payable to the City by the Developer under this Agreement,the Code,
the City's Land Use Code, or the Development Agreement, in which event the Developer shall be
credited with the full amount of any such payments.
SECTION 8. REPRESENTATIONS AND WARRANTIES
Section 8.1. The Developer represents and warrants that:
(a) Bayer Properties Incorporated is a corporation duly organized, validly existing and
in good standing under the laws of the State of Alabama, and JDJ Development Company, L.L.C.
is a limited liability company duly organized, validly existing and in good standing under the laws
of the State of Delaware and authorized to do business in Colorado; each of them has the legal
capacity and the authority to enter into and perform its obligations under this Agreement and the
documents to be executed and delivered hereto; the execution and delivery of this Agreement and
Page 7 of 13
such documents and the performance and observance oftheir terms,conditions and obligations have
been duly and validly authorized by all necessary action on its part to make this Agreement, such
documents and such performance and observance valid and binding upon the Developer.
(b) The execution and delivery of this Agreement and the documents required hereunder
and the consummation of the transactions contemplated by the Agreement will not(i)conflict with
or contravene any law, order, rule or regulation applicable to the Developer or to the Developer's
governing documents,(ii)result in the breach of any of the terms or provisions or constitute a default
under any agreement or other instrument to which the Developer is a party or by which it may be
bound or affected, or (iii) permit any party to terminate any such agreement or instruments or to
accelerate the maturity or any indebtedness or other obligation of the Developer.
(c) The Developer has the necessary legal ability to execute and perform the Agreement
and has or will obtain the necessary financing to construct the public and private improvements
required by the City as a condition of approval of the Lifestyle Center.
Section 8.2. The City represents and warrants that:
(a) The City is a home rule Colorado municipal corporation and has the power to enter
into and has taken all actions required to date to authorize this Agreement and to carry out its
obligations hereunder; and
(b) The City acknowledges that the construction ofthe Lifestyle Center and related public
improvements serves a valid public purpose and will be of substantial benefit to the health, safety
and welfare of its citizens.
SECTION 9 RESTRICTIONS ON ASSIGNMENT
The qualifications and identity of the Developer are of particular concern to the City.
Therefore,no voluntary or involuntary successor in interest of Developer shall acquire any rights or
powers under this Agreement except as expressly set forth herein and the Developer shall not assign
all or any part of this Agreement without the prior written approval of the City Council,except that
the Developer may assign its rights and obligations under this Agreement to Affiliates as defined
herein or as collateral to a lender in connection with the financing of the Lifestyle Center.
The Developer shall promptly notify the City of any and all changes whatsoever in the
identity of the parties in control of the Developer, or the degree thereof, of which it or any of its
officers have been notified or otherwise have knowledge or information.
SECTION 10. NOTICES
All notices required or permitted hereunder shall be in writing and shall be effective upon
mailing,deposited in the United States Mail,postage prepaid,and addressed to the intended recipient
Page 8 of 13
as follows. Any party can change its address by written notice to the other given in accordance with
this paragraph.
City of Fort Collins: City of Fort Collins
Attention: City Manager
300 LaPorte Avenue, PO Box 580
Fort Collins, CO 80522-0580
With a copy to: City of Fort Collins
Attention: City Attorney
300 LaPorte Avenue, PO Box 580
Fort Collins, CO 80522-0580
Developer: Bayer Properties, Incorporated.
Attention: General Counsel
2222 Arlington Avenue
Birmingham, AL 35205
JDJ Development Company L.L.C.
Attention: General Counsel
2222 Arlington Avenue
Birmingham, AL 35205
With a copy to: Brownstein Hyatt& Farber, P.C.
Attention: Lynda McNeive
410 Seventeenth Street
Twenty second floor
Denver, CO 80202
SECTION 11. RECORDS AND AUDITS
Section 11.1. The Developer shall keep true, accurate and complete records of all income
received by the Developer from the Lifestyle Center, together with true, accurate and complete
records of all expenses incurred by the Developer in constructing and operating the Lifestyle Center,
which records shall be available for inspection by the City without unreasonable delay and without
expense. The Developer agrees that the City shall have the right,through its duly authorized agents
or representatives,to examine all such records upon ten(10)days notice at all reasonable times,for
the purpose of determining the accuracy and propriety of the financial representations which have
been made by the Developer. This right of review shall terminate upon termination of the City's
payments of Sales Tax Increment as provided in Section 4.2 of this Agreement. In the event that the
City becomes the custodian of any such records which may contain trade secrets or confidential or
proprietary information, and are so marked, the City shall, to the extent permitted by law, protect
the confidentiality of such information and deny any request for inspection of such records.
Page 9 of 13
Section l l.2. The City will keep, or cause to be kept,true, accurate and complete records
of all calculations relating to the Sales Tax Increment; the amounts deposited into and paid out from
the Special Fund and Public Improvement Fee escrow account; interest credited to these accounts;
and such other calculations, allocations and payments required by this Agreement, and shall make
such records available for inspection by the Developer upon ten(10) days notice at all reasonable
times, to the extent permitted by law. The City shall also, at the request of the Developer or any
lender,provide a letter stating that the Developer is in compliance with the terms of this Agreement
or, if not, stating the nature of any noncompliance.
SECTION 12. MISCELLANEOUS
12.1 Binding Effect. This Agreement shall inure to the benefit of and shall be
binding upon the City and the Developer and the Developer's assignees which are permitted pursuant
to Section 8 of this Agreement.
12.2 No Third Party Beneficiaries. The City shall not be obligated or liable under
the terms of this Agreement to any person or entity not a party hereto except any assignee permitted
pursuant to Section 8 of this Agreement. Further, the City shall not be bound by any contracts or
conditions that the Developer may negotiate with third parties related to the Project, other than
customary rights required by a lender.
12.3 Interpretation.Jurisdiction and Venue. This Agreement is being executed and
delivered and is intended to be performed in the State of Colorado, and the laws of Colorado shall
govern the validity, construction, enforcement and interpretation of this Agreement. Exclusive
jurisdiction and venue for resolution of any dispute arising hereunder shall be in the Larimer County,
Colorado District Court.
12.4 Entire Agreement. This Agreement embodies the whole agreement of the parties
concerning financial assistance by the City for the Lifestyle Center. Although it is anticipated there
will be at least one other agreement governing general development issues related to the Lifestyle
Center, There are no promises,terms,conditions, or obligations other than those contained herein
exist with respect to the financial assistance package. This Agreement shall supersede all provisions,
communications,representations,or agreement, either verbal or written,between the parties hereto
with respect to the financial assistance package.
12.5 Waiver of Breach. A written waiver by either party to this Agreement of the
breach of any term or provision of this Agreement shall not operate or be construed as a waiver or
any subsequent breach by another party.
12.6 Article and Section Captions. The captions of the articles and sections of this
Agreement are set forth only for the convenience and reference of the parties and are not intended
in any way to define, limit, or describe the scope or intent of this Agreement.
Page 10 of 13
12.7 City and Developer Not a Partner. Notwithstanding any language in this
Agreement,the City shall not be deemed to be a member,partner,or joint venturer of the Developer,
and the City shall not be responsible for any debt or liability of the Developer or its contractors or
agents. The Developer shall not be responsible for any debt or liability of the City or their
contractors or agents.
12.8 Severability. If any portion or portions of this Agreement shall be determined to be
illegal or unenforceable, the remainder of this Agreement shall not be affected thereby and shall
remain in full force and effect as if such illegal or unenforceable portion or portions did not exist.
If all or any portion of the payments required by the terms of this Agreement are determined, by a
court of competent jurisdiction in a final non-appealable judgment, to be contrary to public policy
or otherwise precluded, and if the decision of such court clearly indicates how such payments may
be made differently and in a manner that is legal,valid and enforceable,then the Parties shall utilize
their reasonable, best, good faith efforts to promptly restructure and/or amend this Agreement in
accordance with such court decision,or to enter into a new agreement,to assure,to the extent legally
permissible, that all payments are made to the Developer as contemplated by this Agreement.
SECTION 13. EVENTS OF DEFAULT; REMEDIES
13.1 Default or an event of default by the Developer shall mean one or more of the
following events:
(a) The Developer, assigns or attempts to assign this Agreement in violation of Section
9 of this Agreement; or
(b) The Developer fails to substantially observe or perform any other material covenant,
obligation or agreement required under this Agreement.
13.2 Upon the occurrence of any event of default,the City shall provide written notice to
the Developer. The Developer shall immediately proceed to cure or remedy such default,and in any
event, such default shall be cured within thirty (30) days after receipt of the notice, or such longer
time as the City and the Developer agree in writing. Upon the failure of the Developer to so cure
any such default, the City shall have all remedies available to it, in law or in equity, including,but
not limited to, specific performance.
13.3. Default or an event of default by the City shall mean one or more of the following
events:
(a) Any representation or warranty made in this Agreement by the City was materially
inaccurate when made or shall prove to be materially inaccurate;
(b) The City fails to deposit the proceeds of the Public Improvement Fee in a separate
escrow account as required under Section 3.2 above, or fails to pay the proceeds of the Public
Page 11 of 13
Improvement Fee or the Sales Tax Increment as and when provided in this Agreement (except to
the extent such failure is the result of the action,inaction or failure of the Developer or other owner
or tenant of the Property to document liability for, collect, account for or pay such Public
Improvement Fee or Sales Tax Increment,or to the extent such failure is the result of the Developer's
failure to identify the party to whom such payment(s) should be made as required under Section 5
above).
(c) The City fails to pay or perform any other material covenant,obligation or agreement
required of it under this Agreement.
13.4 Upon the occurrence of any event of default, the Developer shall provide written
notice to the City. The City shall immediately proceed to cure or remedy such default, and in any
event, such default shall be cured within thirty (30) days after receipt of the notice, or such longer
time as the City and the Developer agree in writing. Upon the failure of the City to so cure any such
default,the Developer shall have all remedies available to it, in law or in equity, including,but not
limited to, specific performance.
IN WITNESS WHEREOF,the City and the Developer have executed this Agreement of the
date first above written.
CITY OF FORT COLLINS, COLORADO
a Colorado municipal corporation
By:
Darin A. Atteberry, Interim City Manager
Attest:
City Clerk
Approved as to form:
City Attorney
Page 12 of 13
Developer: BAYER PROPERTIES INCORPORATED
an Alabama corporation
By:
Name and title
State of )
)ss.
County of )
The foregoing was acknowledged before me this day of
2004, by as of BAYER PROPERTIES
INCORPORATED, an Alabama corporation.
Witness my hand and official seal.
My commission expires:
Notary Public
Developer: JDJ DEVELOPMENT COMPANY, LLC,
a Delaware limited liability company
By:
Name and title
State of )
)ss.
County of )
The foregoing was acknowledged before me this day of
2004, by as of JDJ DEVELOPMENT
COMPANY, LLC, a Delaware limited liability company.
Witness my hand and official seal.
My commission expires:
Notary Public
Page 13 of 13
RESOLUTION 2004-074
OF THE COUNCIL OF THE CITY OF FORT COLLINS
EXPRESSING COUNCIL SUPPORT FOR A PACKAGE OF
FINANCIAL ASSISTANCE FOR THE
"SUMMIT FRONT RANGE"LIFESTYLE SHOPPING CENTER
WHEREAS,on August 19, 2003, the City Council approved amendments to the Harmony
Corridor Standards and Guidelines and the City's Land Use Code to allow for the potential
development of a Lifestyle Shopping Center in the Harmony Corridor; and
WHEREAS, on October 16, 2003, the Planning & Zoning Board approved a project
development plan for the"Summit Front Range"(the"Lifestyle Center")at the location of Harmony
Road and Ziegler Road; and
WHEREAS, the Lifestyle Center would be a retail center with amenities and retail outlets
sufficient to attract shoppers to the Fort Collins area above and beyond those of the regional mall;
and
WHEREAS,the development of the Lifestyle Center would enable the Cityto bettermaintain
its place as the regional retail center of Northern Colorado in the face of competing retail facilities
that could otherwise draw significant retail sales revenues out of the Fort Collins community; and
WHEREAS,subsequent to the Planning&Zoning Board's approval of the Lifestyle Center,
City staff has been working with the developer of the Lifestyle Center("Bayer Properties")to discuss
ways in which the City could provide financial assistance to the Lifestyle Center that would enhance
the likelihood that the Lifestyle Center would actually be developed; and
WHEREAS,the City Council met in a study session on February 10,2004 to discuss various
strategies for retaining and improving City sales tax revenues, including the provision of possible
financial assistance to the Lifestyle Center; and
WHEREAS,an economic consultant's report has concluded that,in its first year of operation,
the Lifestyle Center would generate approximately$4.5 million worth of sales tax revenues for the
City, including approximately$1.5 million in net new revenue, which revenues would constitute a
substantial increase to the tax base of the City; and
WHEREAS,according to the study,the development of the Lifestyle Center would prevent
additional sales from leaving Fort Collins to other shopping venues in Northern Colorado and
elsewhere; and
WHEREAS, Bayer Properties estimates that it will invest over$70 million in the Lifestyle
Center, including approximately $13.240,000 for public improvements that will be necessary to
offset the impacts of the Lifestyle Center, and that will also benefit future development and the
community at large; and
WHEREAS,Bayer Properties will also pay fees and taxes related to the construction of the
Lifestyle Center in the approximate amount of$5,980,000; and
WHEREAS,in order to encourage the development of the Lifestyle Center,the City Manager
is recommending to the City Council that the Council support a package of financial assistance for
the Lifestyle Center consisting of three components: the deferral of impact fees,the sharing of new
tax revenues generated by the Lifestyle Center,and the collection of a public improvement fee to be
imposed by Bayer Properties upon the purchase of all goods and services at the Lifestyle Center
except the purchase of food; and
WHEREAS, City Council believes it to be in the best interests of the City to support the
provision of the foregoing financial assistance to the Lifestyle Center.
NOW,THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF FORT
COLLINS as follows:
1. That the City Council hereby expresses its support for a package of financial
assistance for the Lifestyle Center which would include the following components:
(a) The City will collect and deliver to Bayer Properties a public improvement
fee to be imposed by Bayer Properties upon the purchase of all goods and
services purchased at the Lifestyle Center except the purchase of"food,"as
defined in Section 25-71 of the City Code,in an amount and for a period of
time sufficient to generate up to$8 million,which fee would be in addition
to the City's sales tax.
(b) Bayer Properties will defer the payment of up to $4.3 million in capital
improvement expansion fees,pursuant to Section 7.5-19 of the City Code,for
a period of up to five years at an interest rate that will yield a maximum
interest savings to Bayer Properties of$656,000.
(c) The City and Bayer Properties will equally share sales tax revenues generated
by the tenant businesses of the Lifestyle Center for such period of time as
may be necessary to repay Bayer Properties for$5,000,000 worth of public
improvements,or for a period of ten years, whichever first occurs, with the
understanding that: (i)the sales tax revenues shared with Bayer Properties
will include only"new"tax revenues (presently estimated at approximately
$1.5 million per year)generated by the Lifestyle Center and will not include
any sales tax revenues estimated by the City to be revenues that are
"displaced" from other, existing retail business in the City and (ii) this tax
sharing arrangement would apply only to the City's"base"tax levy of 2.25%
and would not include the sharing of any sales tax revenues earmarked for
specific purposes by City voters.
2. The foregoing financial assistance to the Lifestyle Center is expressly contingent
upon subsequent approval by the City Council of a formal agreement between the
City and Bayer Properties.
Passed and adopted at a regular meeting of the City Council held this 1 ay of June,A.D.
2004.
Mayor
ATTEST:
City Clerk
I
ITEM NUMBER: 17
AGENDA ITEM SUMMARY DATE: July6, 2004
FORT COLLINS CITY COUNCIL STAFF: Steve Roy/
Alan Krcmarik
SUBJECT
First Reading of Ordinance N 0 ,A n g s SO-iions of the City Code so as to
Expressly Permit the Deferral f Certai tilit es.
RECOMMENDATION
Staff recommends adoption of the Ordinance on First Reading.
EXECUTIVE SUMMARY
Some of the current City CodCdurnin
DneiFns
un defer impact fees;others do not.
This inconsistency came to lit regar g the proposed lifestyle center.
Specifically,the Code provisions establishing electric development fees and charges and stormwater
fees do not permit deferral. And, while the Code provisions relating to water plant investment fees
and sewer plan investment fees do permit arrangements for paying the fees over time, those Code
provisions are worded differently than the Code provisions pertaining to the deferral of capital
improvement expansion fees. This Ordinance would bring consistency to the Code provisions on
this subject and City practice, and would allow for all city impact fees to be paid over time, either
in installments or in a lump sum.
It is not possible to assess the cise JDa th' o ave on the Cityforthe following
reasons. Any fee deferralswohave ts pprove y the City Councilbyresolution,
either on a case-by-base basiseci for an a category. The deferrals would
certainly be tailored to the facts surrounding a particular proposal,and would vary both in the length
of the deferral, and the interest rate charged to the party being granted the deferral. The City would
eventually collect the fee revenues;there is no provision for waiver. The financial impact would be
limited to the time value of money, and the opportunity cost of not having access to funds for a
specified time.
The City Manager and Financial Officer would make individualized recommendations on the City's
ability to defer the fee revenue in a prudent manner. For example,with the current proposal for the
lifestyle center, street oversizing fees are not proposed for deferral since the cash flow in that fund
is crucial at this time.