Chapter 313 Annual Eligibility Report Form Form 5O-772-A · PDF fileChapter 313 Annual...

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Chapter 313 Annual Eligibility Report Form Economic Development and Analysis Form 5O-772-A SËCTION 'l: Applicant and District lnformation Tax year covered by this report: 2015 NOTE: This report must be completed and submitted to the school district by May 15 of every year using information from the previous tax (calendar) year, 2, Applicat¡on number: 337 NOTE: You can lind your application number and all agreemènt documenls and reports on the webs¡te www.texasahead.orgltaxSrograms/chapte1313/appl¡cants 3. Name of schoot 0,r,r,.,' Mullin ISD 4. Name of project on origlnal application (or short description of tacitity):.Lo,gan's Gap W*in d I, LLC 5, Name of applicant on original application: Loga n's Gap Wind I, LLC 6. Name the company entering into original agreement with distrct: Logan's Gap Wind I, LLC 7 Amount of llmitation at time of application approval $ 1,000,000 B. lf you are one of two or more companies originally applying for a limitation, list all other applicants here and describe their relationships, (Use attachments if necessary.) SECTION ?: Current Agreement lnformation 1. Name of current agreement holde(s) Logan's Gap Wind l' LLC 2 comptete mait¡ng address of current agreemenr hotder Pier 1,.Bay 3, San l¡ancisco, CA 94111 3. Company contact person for agreement holder: Tom Byers Name (415)283-4068 Tax Director Title tom. [email protected] Phone 4. Texas franchise tax lD number of current agreement holder: lho fconor'flìc Develloprnenl and Analysis Division at lte Iex¡ls Conrptroll0r of Publtc Accounls ¡rrovid0s infOrmalion ancj resources for tax¡rayers and local taxing onlitros, for rno|e rnfôrmat¡on, visit our websiter wwwJexasAhead.org/tax_programs/chapte13 1 3/ Email 320459581 57 5. lf the current agreement holder does not report under the franchise tax law, please include name and tax lD of reporting entily: Name Tax lD 6. lf the authorized company representative (same as s¡gnatory for this form) is different from the contact person listed above, complete the following Namê Complete Mailing Address Phone Ema¡l 7 lf you are a current agreement holder who was not an original applicant, please list all other current agreement holders. Please describe the chain of ownership from the original applicant to the new ent¡ties. (Use attachments ¡t necessary.) N/A Tirle 50-772,A. 0r-1412

Transcript of Chapter 313 Annual Eligibility Report Form Form 5O-772-A · PDF fileChapter 313 Annual...

Page 1: Chapter 313 Annual Eligibility Report Form Form 5O-772-A · PDF fileChapter 313 Annual Eligibility Report Form Economic ... lho fconor'flìc Develloprnenl and Analysis Division at

Chapter 313 Annual Eligibility Report Form Economic Developmentand Analysis

Form 5O-772-A

SËCTION 'l: Applicant and District lnformation

Tax year covered by this report: 2015

NOTE: This report must be completed and submitted to the school district by May 15 of every year using information from the previous tax (calendar) year,

2, Applicat¡on number: 337

NOTE: You can lind your application number and all agreemènt documenls and reports on the webs¡te www.texasahead.orgltaxSrograms/chapte1313/appl¡cants

3. Name of schoot 0,r,r,.,' Mullin ISD

4. Name of project on origlnal application (or short description of tacitity):.Lo,gan's Gap W*ind I, LLC

5, Name of applicant on original application: Loga n's Gap Wind I, LLC

6. Name the company entering into original agreement with distrct: Logan's Gap Wind I, LLC

7 Amount of llmitation at time of application approval $ 1,000,000

B. lf you are one of two or more companies originally applying for a limitation, list all other applicants here and describe their relationships,(Use attachments if necessary.)

SECTION ?: Current Agreement lnformation

1. Name of current agreement holde(s) Logan's Gap Wind l' LLC

2 comptete mait¡ng address of current agreemenr hotder Pier 1,.Bay 3, San l¡ancisco, CA 94111

3. Company contact person for agreement holder:

Tom ByersName

(415)283-4068

Tax DirectorTitle

tom. [email protected]

4. Texas franchise tax lD number of current agreement holder:

lho fconor'flìc Develloprnenl and Analysis Division at lte Iex¡ls Conrptroll0r of Publtc Accounls¡rrovid0s infOrmalion ancj resources for tax¡rayers and local taxing onlitros,

for rno|e rnfôrmat¡on, visit our websiterwwwJexasAhead.org/tax_programs/chapte13 1 3/

Email

320459581 57

5. lf the current agreement holder does not report under the franchise tax law, please include name and tax lD of reporting entily:

Name Tax lD

6. lf the authorized company representative (same as s¡gnatory for this form) is different from the contact person listed above, complete the following

Namê

Complete Mailing Address

Phone Ema¡l

7 lf you are a current agreement holder who was not an original applicant, please list all other current agreement holders. Please describe the chain ofownership from the original applicant to the new ent¡ties. (Use attachments ¡t necessary.)

N/A

Tirle

50-772,A. 0r-1412

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lì,cotroDr ic [)r.\,cloltrìlcnt.rnrl Änrlvsis

FoÌm 50-7i2-AChapter 313 Annuel Eligibility Report Form

SËCï|ON 3: Applicant Eligibility lnformation

1. Does the business entity have the right to lransact business with respect to Tax Code, Chapter 171 ?

(Attach pilntout from Comptroller Web site: http://www.window,state.tx.usltaxinfolcoasintr.html) . . .

2. ls the business entity current on all taxes due to the State of Texas?

3. ls the business activity of the project an eligible business activity under Section 313.024(b)? . . , . .

3a. Ptease identify business activity: 221115 - W-ind Electric Pow,eJ-9enelatign

i1-i'*i1,ì'*i1i'*

L lt"I ì*"i ì*"

SECTION 4: Qualified Property lnformation

0.001. Market value for reporting year: . . . .

2. l&S taxable value for report¡ng year:

3. M&O taxable value for reporting year:

5. What is the minimum required annual wage for each qualifying job in the year covered by the report?

6. ldentify which of the four Tax Code sections is used to determine the wage standard required by the agreement:

i ""J

ssrs.ozrls)(A) or ! "]

sore.ozrts)(B) or I I ssrs.ozr{sxE)(ii) or fr/l gsrs.osrln¡

6a. Attach calculations and cite exact Texas Workforce Commission data source as def ined in TAC 59.1051.

7 Does the agreement require the applicant to provide a specified number of jobs at a specified wage? .

7a, lf yes, how many qualifying jobs did the approved applicant commit to create in the year covered by

the report?

$

$

$

0.00

0.00

fZ!v"' i-l *"

ONLY COMPLETE THE WAGE SECTION (54 or 58) THAT APPLIES TO YOUR APPLICATION. You can find your application number on the websiteat www.texasahead.org/tax_programs/chapterSl 3/applicants.

NOTE: All statutory references in Section 5A are for statute as il ex¡sted prior to Jan. 1, 2014. For job definitions see TAC 59.1051(14) and Tax Code,

5313.021(3). lf the agreement includes a definition of "new job"otherthanTAC 59.1051(14)(C), then please provide the defin¡tion "new job"as used in theagreement. Notwithstanding any waiver by the district of the requirement for the crealion of a minimum number of new jobs, or any other job commitment¡n the agreement, Tax Code S313.024(d) requires that 80 percent of all new jobs be qualifying jobs.

1. How many new jobs were based on the qualified property in the year covered by this report? (See note above)

2. What is the number of new .jobs required for a project in this school district according to $313.021(2)(A)(iv)(b),S31 3,051 (b), as appropriate?

3. Did the applicant request that the governing body waive the minimum job requirement, as provided underTax Code S313.025(f-1 )?

10

3a. lf yes, how many new jobs must the approved applicant create under the waiver?

4. Calculate 80 percent of new jobs (0.80 x number of new jobs based on the qualitied property in the year covered

by this report.).8

41,735.00$

i/-jv"' I i*"I

41,735.007b. lf yes, what annual wage did the approved applicant commit to pay in the year covered by the report? , . . . . . $

7c. lf yes, how many qualifying jobs were created at the specified wage in the year covered by the report?

8. How many qualifying jobs (employees of this entity and employees of a contractor with this entity) were based

on the qualified property in the year covered by the report?

8a. Of the qualifying job-holders last year, how many were employees of the approved applicant?

8b. Of the qualifying job-holders last year, how many were employees of an entity contracting with theapproved applicant?

8c. lf any qualifying.job-holders were employees of an entity contracting with the applicant, does the approvedapplicant or assignee have documentation from the conlractor supporting the conclusion that those jobs

are qualifying jobs? . .

1

0

|'/1 "* ll *" i--ì *,o

SECTION 5A: Wage and Employment lnformat¡on for Applications Prior to Jan. 1,2014 (#1 Through 999)

Page 2, 50-772-A. 05"t412

For more information, vrsit our websiter www,TexasAhead,org/tåx pr0grams/chapter3l3/

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Chapter 313 Annual Eligibility Report Form

ONLY COMPLETE THE WAGE SECTION (5A or 58) THAT APPLIES TO YOUR APPLICATION. You can lind your application number on the webs¡teat www.texasahead.orgy'tax_programs/chapterSl 3/applicants.

NOTE: For job def initions see TAC 59. 1051 (14) and Tax Code, 531 3.021 (3).

QUALIFYING JOBS

1. What is the number of new qualifying jobs the applicant committed to create in the year covered by this report?

2. Did the applicant request thatTax Code S313,025(f-1)? . . ,

2a. lf yes, how many new

3. Which Tax Code section are

3a. Attach calculations and

4. What is the minimum required

5. What is the annual wage theby this report? $

6. Do the qualifying jobs meet all minimum requirements set out in Tax Code S313.021(3)?

NON-QUALIFYING JOBS

7 What is the number of non-qualifying iobs the applicant had on Dec. 31 of the year covered by this report?

8, What was the average wage you were paying for non-qualifying iobs on Dec. 31 of the year covered by this report? . . $

þ, .Wf,u, ¡sthecountyaverageweeklywagefornon-qualifying jobs, asdefined inTAC59.1051? .,.,..,... $

MISCELLANEOUS

10. Did the applicant rely on a delermination by the Texas Workforce Commission under lhe provisions S313.024(3XF)in meeting the minimum qualifying job requirements? . . ,

10a. lf yes, attach supporting documentation to evidence that the requirements of S313.021(3XF) were met.

11. Are you part of a Single Unified Pro¡ect (SUP) and relying on the provisions in Tax Code 5313.024(d-2) to meet thequalifying job requirements? ....

11a. lf yes, attach supporting documentation from the Texas Economic Development and Tourism Office includinga lisl of the other school district(s) and the qualifying jobs located in each.

Yes

s313.021(sXB)

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f"J'* i j*"

l",l'* i -iNo

l.(0loilìi( I )cvclrpnrcnr¡rrrl.\¡:¡lyrii

Fo¡m 5o-i?2-A

SECTION 58: Wage and Employment lnlormation lor Applications After Jan. 1,2014 (#1000 and Above)

Not applicable to Logan's Gap Wind l, LLC

SECTION 6: Qualified lnvestment During QualiliedTime Period

ENTITIES ARE NOT REQUIBED TO COMPLETE THIS SECTION IF THE YEAR COVEBED BY THE REPORT IS AFTEBPERIOD OF THEIR AGREEMENT,

1. What is the qualified investment expended by this entity from the beginn¡ng of the qualifying time period throughthe end oftheyearcovered bythis report? .,..,,.,. $

2. Was any of the land classified as qualified ¡nveslment?

3, Was any of the qualified lnvestment leased under a capitalized lease? .

4. Was any of the qualified lnvestment leased under an ôperating lease? .

5, Was any property nol owned by the applicant part of the qualified investmenl?

THE QUALIFYING TIME

17,070,591.00

i-- i '*| ;v"'[*. ] v.'

L- J'*

ï,Ål,/lr"til

No

No

No

No

For more informatron, visit our websrier www.TexasAhead.org/tax-programs/chapter313/

50-772-A, 05-1412. Page 3

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Iìcotrour ic I )r.vcl<ronrcnr,¡n,l Arrrlvs,l

Form 50-712-AChapter 313 Annual Eligibility Report Form

THE FOLLOWING QUESTIONS MUST BE ANSWERED BY ENTITIES HAVING A PARTIAL INlEREST IN AN AGREEMENT FoT limitation agTeemeNts

where there are multiple company entities that receive a part of the limitation provided by the agreement: 1) each business entity not having a full interêstin the agreement should complete a separate form for their proportionate share of required employment and ¡nvestment information; and, 2) separately, theschool district is required to complete an Annual Eligibility Report that provides for each question in this form a sum of the individual answers from reportssubmitted by each entity so that there is a cumulative Annual Eligibility Report reflecting the entire agreement.

1. What was your limitation amount (or portion of original limitation amount) during the year covered by this report?

2. Please describe your interest in fhe agreement and identify all the documents creating that interest.

Not Applicable

SECTION 7: Partial lnterest

SECTION 8r Approval

"l am the author¡zed representat¡ve for the Company submitt¡ng this Annual Eligibility Reporl I understand that this Report is a govern-ment record as defined in Chapter 37 of the Texas Penal Code.The information I am providing on this Report is true and correct to thebest of my knowledge and beliefl'

t1 ftúrt4o\¡7øD SìaunrcZYPÍlnt Tirle

[!#r

ñL%rSignature (Authorized Company Representat¡ve)

f,åt#) Shana Davis - Cummings westlake

os l/b I ulbDato

713-266-4456Pi,on"Print Name of Preparer lPerson Who Completed the Form)

Page 4, 50-772-4. 05-1412

For more rnformation, visit our website: www.TexasAhead.orgltax-progfams/chapter3l3/

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4t1512016 Franchise Tax Account Status

4$s

Franchise Tax Account StatusAs of: 0411512016 l1:39:35 AM

This Page is Not Sufficient for Filings with the Secretary of State

Texas Taxpayer Number

Mailing Address

Right to Transact Businessin Texas

State of Formation

Effective SOS RegistrationDate

Texas SOS File Number

LOGAN'S GAP WIND LLC

32045958157

PIER I BAY 3 CIO PATTERN ENERGY GROUP LPSAN FRANCISCO, CA 941I1-

ACTIVE

DE

t0lt4120t4

0802082273

Registered Agent Name CORPORATION SERVICE COMPANY

Registered Office Street 2ll E 7TH ST STE 620Address AUSTIN, TX 78701

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$37.941 X 110o/o = $41 ,735

S orucç' : Tt.rir.s Oc ctq:ttional Ën4r lo yntr'ut ntrd Wagtrs

l)ata putrlishcrl: .h¡ly 201.1

Dnta publishecl urluall-v. llÈ¡il updalÈ rvill be July 31.2014

Nole: D¿r{rr is not supportecl by thc Bureau çf'l-.abor Statistics (RLS).

\\¡¿ge data is pt'ocluced tì'onr 'l'esas Ol-iS data. and is not to be conrpared to |SLS estinlates.

I)ata intcnde d {ìr "l'.,\C .ì l.l ¡ruqrorcs only.

Logan's Gap Wind l, LLCApplication for Ch. 3r3 AVL Agreement