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Agenda Packet EDC 4B 07/06/2015Economic Development Corporation 4B (EDC 4B) Trophy Club Entities Meeting Agenda 100 Municipal Drive Trophy Club, Texas 76262 Svore Municipal Building Boardroom7:00 PMMonday, July 6, 2015 CALL TO ORDER AND ANNOUNCE A QUORUM CITIZEN PRESENTATIONS Citizens are allowed three (3) minutes to address the Board regarding an item over which the Board has policy or oversight authority as provided by Texas law, the ethics order, or other policy order. PUBLIC HEARING 1.2015-0449-T Public Hearing considering the expenditure of funds for the fiscal year 2015-2016 budget. 2.2015-0459-T Public Hearing to receive public comment and input regarding the potential undertaking of a project and the expenditure of Corporation sales tax revenues for the purchase of approximately 7.441 total acres of land consisting of two parcels located generally at the northeast corner of Trophy Wood Drive and Plaza Drive and at Lot 2, Block 1 Solana Land Addition located generally north of State Highway 114 and west of Trophy Wood Drive within the Town of Trophy Club for the purpose of promoting new or expanded business development in accordance with authorized purposes under Chapter 505, Texas Local Government Code, as amended. (The sixty (60) day period during which the public may submit a petition with any objection(s) to the project commenced on June 19, 2015.) REGULAR SESSION 3.2015-0461-T Discuss and take appropriate action authorizing the Town Manager to execute any and all necessary documents for purchases associated with approved projects. Staff Report.pdf Bond Issuance Timetable.PDF Property Parcel Diagram.pdf Attachments: Economic Development Corporation 4B Page 1 of 33 Monday, July 6, 2015 July 6, 2015Economic Development Corporation 4B (EDC 4B) Meeting Agenda 4.2015-0454-T Discuss and take appropriate action regarding the fiscal year 2015-2016 EDC 4B budget. Staff Report.pdf FY2015-16 Budget.pdf 2013 Interlocal Agreement.pdf Attachments: 5.2015-0450-T Discuss and take appropriate action regarding the April 2015 Financials. April Financial Report FY 2015.pdfAttachments: 6.2015-0451-T Discuss and take appropriate action regarding the May 2015 Financials. May Financial Report FY 2015.pdfAttachments: 7.2015-0452-T Discuss and take appropriate action regarding the May 4, 2015 Minutes. 005 May 4 2015 Minutes.pdfAttachments: 8.2015-0453-T Discuss and take appropriate action regarding the June 1, 2015 Minutes from the Joint Session with Town Council. TC Joint Minutes June 1 2015.pdfAttachments: 9.2015-0462-T Town Manager Update: - The Village - PD-30 - MEAT "U" ANYWHERE ADJOURN *THE BOARD MAY CONVENE INTO EXECUTIVE SESSION TO DISCUSS POSTED ITEMS AS ALLOWED BY THE TEXAS OPEN MEETINGS ACT, TEXAS LOCAL GOVERNMENT CODE 551.071. Notice is hereby given that a quorum of the Town Council may be in attendance at this meeting. Economic Development Corporation 4B Page 2 of 33 Monday, July 6, 2015 July 6, 2015Economic Development Corporation 4B (EDC 4B) Meeting Agenda CERTIFICATION I certify that the above notice was posted on the front window of the Svore Municipal Building, 100 Municipal Drive, Trophy Club, Texas, on Thursday, July 2, 2015 by 5:00 P.M. in accordance with Chapter 551, Texas Government Code. ___________________________________ April Reiling PIO & Marketing Manager If you plan to attend this public meeting and have a disability that requires special needs, please contact the Town Secretary’s Office at 682-831-4600, 48 hours in advance and reasonable accommodations will be made to assist you. I certify that the attached notice and agenda of items to be considered by this Board was removed by me from the front window of the Svore Municipal Building, 100 Municipal Drive, Trophy Club, Texas, on the __________ day of ______________________, 2014. ________________________________, Title: ___________________________ Economic Development Corporation 4B Page 3 of 33 Monday, July 6, 2015 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:22015-0449-T Name: Status:Type:Agenda Item Regular Session File created:In control:6/29/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Public Hearing considering the expenditure of funds for the fiscal year 2015-2016 budget. Attachments: Action ByDate Action ResultVer. Public Hearing considering the expenditure of funds for the fiscal year 2015-2016 budget. Economic Development Corporation 4B Page 4 of 33 Monday, July 6, 2015 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:12015-0459-T Name: Status:Type:Agenda Item Regular Session File created:In control:6/30/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Public Hearing to receive public comment and input regarding the potential undertaking of a project and the expenditure of Corporation sales tax revenues for the purchase of approximately 7.441 total acres of land consisting of two parcels located generally at the northeast corner of Trophy Wood Drive and Plaza Drive and at Lot 2, Block 1 Solana Land Addition located generally north of State Highway 114 and west of Trophy Wood Drive within the Town of Trophy Club for the purpose of promoting new or expanded business development in accordance with authorized purposes under Chapter 505, Texas Local Government Code, as amended. (The sixty (60) day period during which the public may submit a petition with any objection(s) to the project commenced on June 19, 2015.) Attachments: Action ByDate Action ResultVer. Public Hearing to receive public comment and input regarding the potential undertaking of a project and the expenditure of Corporation sales tax revenues for the purchase of approximately 7.441 total acres of land consisting of two parcels located generally at the northeast corner of Trophy Wood Drive and Plaza Drive and at Lot 2, Block 1 Solana Land Addition located generally north of State Highway 114 and west of Trophy Wood Drive within the Town of Trophy Club for the purpose of promoting new or expanded business development in accordance with authorized purposes under Chapter 505, Texas Local Government Code, as amended. (The sixty (60) day period during which the public may submit a petition with any objection(s) to the project commenced on June 19, 2015.) Economic Development Corporation 4B Page 5 of 33 Monday, July 6, 2015 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:12015-0461-T Name: Status:Type:Agenda Item Regular Session File created:In control:7/1/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Discuss and take appropriate action authorizing the Town Manager to execute any and all necessary documents for purchases associated with approved projects. Attachments:Staff Report.pdf Bond Issuance Timetable.PDF Property Parcel Diagram.pdf Action ByDate Action ResultVer. Discuss and take appropriate action authorizing the Town Manager to execute any and all necessary documents for purchases associated with approved projects. Economic Development Corporation 4B Page 6 of 33 Monday, July 6, 2015 To: EDC 4B Board of Directors From: Stephen Seidel, Town Manager Re: Authorization to Execute Documents for Property Acquisition Agenda Item: Discuss and take appropriate action authorizing the Town Manager to execute any and all necessary documents for purchases associated with approved projects. Explanation: At the June 1, 2015 Joint Meeting between the Town Council and EDC 4B, the Town Manager was instructed to seek acquisition of two specific property parcels totaling approximately 7.441 acres located in the general vicinity of Trophy Wood Drive. By acquiring these tracts, the Town and EDC would control the destiny and future development. The long term goal is to ensure that Trophy Club develops appropriately and seeks projects that enhance our community and region. The EDC will need to issue bonds to acquire the total acreage and the Council will need to approve the project. The public hearing was the first step to initiate bond funding as required by State law. Staff seeks the authorization by the Board to permit the Town Manager to execute any and all necessary documents for purchases associated with approved projects. Currently, there are two Letters of Intent fully executed by both parties. Staff is currently working to develop the formal contracts, and hopes to have those completed within the next couple of weeks. The total cost to acquire the 7.441 acres is approximately $2.6 million. This would result in a yearly bond payment of approximately $200,000 per year. Based upon today’s timeline, the bonds would close on August 25, 2015 and receive funding towards the end of September. Thus, closing would be scheduled for the first or second week of October 2015. Recommendation: The Town staff recommends providing authorization to the Town Manager to execute any and all necessary documents for purchases associated with approved projects. Attachments: Property Parcel Diagram Bond Issuance Timetable Page 1 of 1 Economic Development Corporation 4B Page 7 of 33 Monday, July 6, 2015     TROPHY CLUB ECONOMIC DEVELOPMENT CORPORATION (THE “EDC”)    $____________* SALES TAX REVENUE BONDS, TAXBLE SERIES 2015 (THE “BONDS”) S M T W T F S S M T W T F S S M T W T F S S M T W T F S 123456 1234 1 12345 78910111213 567891011 2345678 6789101112 14 15 16 17 18 19 20 12 13 14 15 16 17 18 9 10 11 12 13 14 15 13 14 15 16 17 18 19 21 22 23 24 25 26 27 19 20 21 22 23 24 25 16 17 18 19 20 21 22 20 21 22 23 24 25 26 28 29 30 26 27 28 29 30 31 23 24 25 26 27 28 29 27 28 29 30 30 31 June July August September Friday, June 19, 2015 The Town of Trophy Club (the “Town”) publishes the EDC Project Notice in the local paper    Tuesday, June 30, 2015  SAMCO Capital Markets, Inc. (“SAMCO”) sends the Request for Information (“RFI”) to  the Town/EDC officials   SAMCO begins first draft of the Preliminary Official Statement (POS)    Monday, July 6, 2015 Public hearing on the proposed EDC Project    Friday, July 10, 2015 The completed RFI is returned to SAMCO    Monday, July 13, 2015 First draft of the POS sent to Bond Counsel for review and comments    Monday, July 20, 2015 Comments to the first POS draft due to SAMCO    Tuesday, July 21, 2015 Second draft of the POS sent to the Town/EDC, Bond Counsel, Underwriter, Underwriter’s  Counsel, Rating Agency and Insurance Companies    Week of August 3rd   or August 10th  Rating and Due Diligence conference calls      Wednesday, July 29, 2015 Comments to the second POS draft due to SAMCO    Thursday, July 31, 2015 Final draft of POS sent to Town/EDC, Bond Counsel, Underwriter and Underwriter’s Counsel    Thursday, August 13, 2015 Final POS Comments due to SAMCO    Monday, August 17, 2015 Post POS to PostOS    Wednesday, August 19, 2015 Receive Rating and Insurance Bids    Monday, August 24, 2015 Bonds Pricing    Tuesday, August 25, 2015 Joint meeting of EDC Board of Directors and Town Council to approve sale documents and  authorize the issuance of the Bonds    Tuesday, September 15, 2015 SAMCO notifies all parties of closing/delivery instructions    Thursday, September 24, 2015 Bonds Closing;  funds wired the EDC’s depository bank     ___________  *Preliminary, subject to change.  Economic Development Corporation 4B Page 8 of 33 Monday, July 6, 2015 PD-25: 1.83 Acre Pad Sites OTD PD-25: 1.54 Acre Pad Sites OTD PD-25: 1.2 Acre Medical Office Development (Completed) PD-25: 2.8 acres Holiday Inn Under Construction Hampton Inn Joint Facility: Town Hall & Police Station PD-25: 0.94 Acre Pad Site PD-25: Value Place PD-34: 5.321 Acre Pad Site PROPOSED PURCHASE PD-25: 2.12 Acre Pad Site PROPOSED PURCHASE Economic Development Corporation 4B Page 9 of 33 Monday, July 6, 2015 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:12015-0454-T Name: Status:Type:Agenda Item Regular Session File created:In control:6/29/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Discuss and take appropriate action regarding the fiscal year 2015-2016 EDC 4B budget. Attachments:Staff Report.pdf FY2015-16 Budget.pdf 2013 Interlocal Agreement.pdf Action ByDate Action ResultVer. Discuss and take appropriate action regarding the fiscal year 2015-2016 EDC 4B budget. Economic Development Corporation 4B Page 10 of 33 Monday, July 6, 2015 To: EDC 4B Board of Directors From: Stephen Seidel, Town Manager Re: FY2015 – 16 Proposed Budget Agenda Item: Discuss and take appropriate action regarding the Fiscal Year 2015-16 EDC 4B Budget. Explanation: The EDC 4B budget is attached for consideration and action. The most significant change from 2014-15 and 2015-16 is the placement of approximately $200,000 for bond payments related to property acquisition. However, in order to achieve the ability to continue day to day minor economic development activities the Board would need to request the Town Council to consider a change to the 2013 Interlocal Agreement (ILA) for the 2002 Pool Bond which was defeased. At the time of defeasance, the Town paid approximately $660,000 and the EDC-4B Board paid $225,000 to defease the debt. The ILA executed required EDC to repay the Town the $660,000 over a period of time. However, a caveat within the ILA allowed the Board to request the Town Council to consider waiving or delaying payment for eligible and approved EDC projects. In addition, the EDC has paid a reimbursement to the Town for the Town Manager’s time serving as the Town’s Economic Development Director. In order to meet budget estimates, the amount has been reduced to $10,000. Recommendation: The Town staff recommends EDC 4B approve the FY2015-16 Budget and request that the Town Council consider waiving or delaying payment of the 2013 ILA requirement. Attachments: FY2015-16 Budget 2013 Interlocal Agreement Page 1 of 1 Economic Development Corporation 4B Page 11 of 33 Monday, July 6, 2015 EDC 4B FY 2012 ACTUAL FY 2013 ACTUAL FY 2014 ACTUAL FY 2015 BUDGET FY 2015 ESTIMATE FY 2016 PROPOSED FY 2016 PROJECTED FY 2017 PROJECTED Beginning Fund Balance 341,135$ 382,709$ 167,530$ 332,636$ 318,541$ 476,885$ 477,724$ 539,136$ Revenue Sales Tax - General $147,391 246,997$ 322,784$ 327,272$ 356,920$ 372,866$ 434,689$ 444,975$ Advertising Revenue 13,850 - - - - - - - NTX Magazine Revenue - - 3,938 - - - - - Interest Income - - 179 300 300 450 600 900 Total Revenue $161,241 246,997$ 326,901$ 327,572$ 357,220$ 373,316$ 435,289$ 445,875$ Expenditures Auditing 1,000$ 3,500$ 1,000$ 1,000$ 1,000$ 1,000$ 1,000$ 1,000$ Election - 6,116 - - - - - - Advertising 12,952 2,910 7,704 3,000 3,780 5,200 6,900 6,400 Printing - - 1,000 500 - 500 500 750 Schools & Training 1,766 1,955 1,430 2,120 270 1,310 1,310 1,310 Dues & Membership 300 400 650 1,050 600 1,050 1,150 1,150 Travel & Per Diem 2,396 153 132 1,533 30 694 694 694 Office Supplies 872 523 220 400 250 250 250 250 Miscellaneous Expense 2,983 12,427 6,059 7,100 5,234 7,950 9,950 9,950 EDC Projects 23,464 123,285 36,133 11,450 3,900 3,750 11,350 3,950 Incentive Programs - - - 140,773 93,848 140,773 140,773 140,773 Transfer to General Fund 47,151 55,200 66,597 155,634 89,964 10,000 - - Transfer to Debt Service 26,783 234,533 54,964 - - 200,000 200,000 200,000 Total Expenditures 119,667$ 441,002$ 175,890$ 324,560$ 198,876$ 372,477$ 373,877$ 366,227$ Net Increase (Decrease)41,574$ (194,005)$ 151,011$ 3,012$ 158,344$ 839$ 61,412$ 79,648$ Ending Fund Balance 382,709$ 188,704$ 318,541$ 335,648$ 476,885$ 477,724$ 539,136$ 618,784$ Economic Development Corporation 4B Page 12 of 33 Monday, July 6, 2015 E c o n o m i c D e v e l o p m e n t C o r p o r a t i o n 4 B P a g e 1 3 o f 3 3 M o n d a y , J u l y 6 , 2 0 1 5 E c o n o m i c D e v e l o p m e n t C o r p o r a t i o n 4 B P a g e 1 4 o f 3 3 M o n d a y , J u l y 6 , 2 0 1 5 E c o n o m i c D e v e l o p m e n t C o r p o r a t i o n 4 B P a g e 1 5 o f 3 3 M o n d a y , J u l y 6 , 2 0 1 5 E c o n o m i c D e v e l o p m e n t C o r p o r a t i o n 4 B P a g e 1 6 o f 3 3 M o n d a y , J u l y 6 , 2 0 1 5 E c o n o m i c D e v e l o p m e n t C o r p o r a t i o n 4 B P a g e 1 7 o f 3 3 M o n d a y , J u l y 6 , 2 0 1 5 E c o n o m i c D e v e l o p m e n t C o r p o r a t i o n 4 B P a g e 1 8 o f 3 3 M o n d a y , J u l y 6 , 2 0 1 5 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:12015-0450-T Name: Status:Type:Agenda Item Regular Session File created:In control:6/29/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Discuss and take appropriate action regarding the April 2015 Financials. Attachments:April Financial Report FY 2015.pdf Action ByDate Action ResultVer. Discuss and take appropriate action regarding the April 2015 Financials. Economic Development Corporation 4B Page 19 of 33 Monday, July 6, 2015 TOWN OF TROPHY CLUB APRIL 2015 FINANCIAL REPORT ECONOMIC DEVELOPMENT COPORATION 4B YEAR TO DATE APRIL 58% Revenue Original Budget Revised Budget Year to Date Variance % Received Sales Tax 327,272$ 327,272$ 206,408$ 120,864$ 63% Interest Income 300 300 282 18 94% Total Revenue 327,572$ 327,572$ 206,690$ 120,882$ 63% Expenditures Original Budget Revised Budget Year to Date Variance % Used Auditing 1,000$ 1,000$ 1,000$ -$ 100% Advertising 3,000 3,000 2,280 720 76% Printing 500 500 - 500 0% Schools & Training 2,120 2,120 270 1,850 13% Dues & Membership 1,050 1,050 - 1,050 0% Travel & Per Diem 1,533 1,533 30 1,503 2% Office Supplies 400 400 15 385 4% Miscellaneous Expense 7,100 7,100 3,911 3,189 55% Capital EDC Projects 11,850 11,850 - 11,850 0% Incentive Programs 140,773 140,773 35,193 105,580 25% Total Expenditures 169,326$ 169,326$ 42,699$ 126,627$ 25% Other Uses Original Budget Revised Budget Year to Date Variance % Used Transfer to General Fund 155,634$ 89,964$ 44,982$ 44,982$ 50% Total Other Uses 155,634$ 89,964$ 44,982$ 44,982$ 50% Fund Balance Original Budget Revised Budget Year to Date Beginning Fund Balance 167,530$ 167,530$ 339,715$ +Net Increase (Decrease)2,612 68,282 119,009 Ending Fund Balance 170,142$ 235,812$ 458,724$ Percent of Budget Year Transpired From FY 2014 Audited Financial Statements Economic Development Corporation 4B Page 20 of 33 Monday, July 6, 2015 TOWN OF TROPHY CLUB APRIL 2015 FINANCIAL REPORT FY 2015 FY 2014 October 27,691$ -$ November 31,248$ -$ December 28,158$ 21,477$ January 23,502$ 22,227$ February 47,901$ 36,928$ March 22,585$ 21,043$ April 25,324$ 20,816$ May 29,865$ June 27,059$ July 25,664$ August 30,489$ September 28,277$ $- $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 $50,000 EDC 4B Sales Tax Comparative FY 2015 FY 2014 Economic Development Corporation 4B Page 21 of 33 Monday, July 6, 2015 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:12015-0451-T Name: Status:Type:Agenda Item Regular Session File created:In control:6/29/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Discuss and take appropriate action regarding the May 2015 Financials. Attachments:May Financial Report FY 2015.pdf Action ByDate Action ResultVer. Discuss and take appropriate action regarding the May 2015 Financials. Economic Development Corporation 4B Page 22 of 33 Monday, July 6, 2015 TOWN OF TROPHY CLUB MAY 2015 FINANCIAL REPORT ECONOMIC DEVELOPMENT COPORATION 4B YEAR TO DATE MAY 67% Revenue Original Budget Revised Budget Year to Date Variance % Received Sales Tax 327,272$ 327,272$ 237,175$ 90,097$ 72% Interest Income 300 300 332 (32) 111% Total Revenue 327,572$ 327,572$ 237,507$ 90,065$ 73% Expenditures Original Budget Revised Budget Year to Date Variance % Used Auditing 1,000$ 1,000$ 1,000$ -$ 100% Advertising 3,000 3,000 2,280 720 76% Printing 500 500 - 500 0% Schools & Training 2,120 2,120 270 1,850 13% Dues & Membership 1,050 1,050 - 1,050 0% Travel & Per Diem 1,533 1,533 30 1,503 2% Office Supplies 400 400 15 385 4% Miscellaneous Expense 7,100 7,100 3,934 3,166 55% EDC Projects 11,850 11,850 - 11,850 0% Incentive Programs 140,773 140,773 46,924 93,849 33% Total Expenditures 169,326$ 169,326$ 54,453$ 114,873$ 32% Other Uses Original Budget Revised Budget Year to Date Variance % Used Transfer to General Fund 155,634$ 89,964$ 44,982$ 44,982$ 50% Total Other Uses 155,634$ 89,964$ 44,982$ 44,982$ 50% Fund Balance Original Budget Revised Budget Year to Date Beginning Fund Balance 167,530$ 167,530$ 339,715$ +Net Increase (Decrease)2,612 68,282 138,072 Ending Fund Balance 170,142$ 235,812$ 477,787$ Percent of Budget Year Transpired From FY 2014 Audited Financial Statements Economic Development Corporation 4B Page 23 of 33 Monday, July 6, 2015 TOWN OF TROPHY CLUB MAY 2015 FINANCIAL REPORT FY 2015 FY 2014 October 27,691$ -$ November 31,248$ -$ December 28,158$ 21,477$ January 23,502$ 22,227$ February 47,901$ 36,928$ March 22,585$ 21,043$ April 25,324$ 20,816$ May 29,324$ 29,865$ June 27,059$ July 25,664$ August 30,489$ September 28,277$ $- $5,000 $10,000 $15,000 $20,000 $25,000 $30,000 $35,000 $40,000 $45,000 $50,000 EDC 4B Sales Tax Comparative FY 2015 FY 2014 Economic Development Corporation 4B Page 24 of 33 Monday, July 6, 2015 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:12015-0452-T Name: Status:Type:Agenda Item Regular Session File created:In control:6/29/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Discuss and take appropriate action regarding the May 4, 2015 Minutes. Attachments:005 May 4 2015 Minutes.pdf Action ByDate Action ResultVer. Discuss and take appropriate action regarding the May 4, 2015 Minutes. Economic Development Corporation 4B Page 25 of 33 Monday, July 6, 2015 MINUTES OF REGULAR SESSION FOR THE ECONOMIC DEVELOPMENT CORPORATION 4B BOARD LOCATION: 100 MUNICIPAL DRIVE, TROPHY CLUB, TEXAS Monday, May 4, 2015 7:00 p.m. STATE OF TEXAS COUNTY OF DENTON The Economic Development Corporation 4B of the Town of Trophy Club, Texas, met in Regular Session on May 4, 2015. The meeting was held within the boundaries of the Town and was open to the public. EDC 4B DIRECTORS PRESENT: Gregory Wilson President Dave Brod Vice President Gerald Rapp Secretary/Treasurer Eric Jensen Director David Brod Director Sean Bone Director Sean Weaver Director Rebecca Shuman Director EDC 4B DIRECTORS ABSENT: None STAFF AND GUEST(S) PRESENT: Stephen Seidel Acting Town Manager April Reiling Public Information Officer & Marketing Manager President Gregory Wilson called the meeting to order and announced a quorum at 7:02 p.m. CITIZEN PRESENTATIONS REGULAR SESSION 1. Discuss and take appropriate action regarding the Handbook for Elected and Appointed Officials. Town Manager Stephen Seidel provided an overview of recent changes to the Handbook for Elected and Appointed Officials and the Board asked questions. 2. Discuss and take appropriate action regarding the February 2, 2015 Minutes. Vice President Dave Brod made a motion to accept the February 2, 2014 Minutes as amended at the dais. Motion seconded by Secretary/Treasurer Jerry Rapp. Motion passed unanimously. Director Eric Jensen noted that Director Rebecca Shuman was present but not listed in attendance. The February 2, 2015 Minutes were corrected at the dais. 3. Discuss and take appropriate action regarding the January 2015 Financials. Director Eric Jensen made a motion to approve the January 2015, February 2015 and March 2015 Financials as presented. Motion seconded by Vice Presidents Dave Brod. Motion passed unanimously. Economic Development Corporation 4B Page 26 of 33 Monday, July 6, 2015 4. Discuss and take appropriate action regarding the February 2015 Financials. Action handled in previous item. 5. Discuss and take appropriate action regarding the March 2015 Financials. Action handled in previous item. 6. Receive an Alliance Development Forum (ADF) update regarding the April 17, 2015 event, and discussion of the same. Town Manager Stephen Seidel provided a recap of the Alliance Development Forum event and updated the Board regarding attendance, speakers and topics discussed at the event. Vice President Dave Brod also attended the event and provided input regarding the strong development activity occurring in the area. 7. Discuss and take appropriate action regarding a Joint Meeting with the Town Council. Town Manager Stephen Seidel indicated that the Town Council would like to meet and go over EDC 4B strategy and budget. The Board provided feedback regarding dates that might work and asked staff to connect with Council to see if the June 1, 2015 regularly scheduled EDC 4B meeting date might work. 8. Town Manager Update: - The Plaza - The Village - The Village Centre - The Commons - Trophy Wood Town Manager Stephen Seidel provided updates and answered questions related to the topics above. The Board convened into Executive Session at 7:28 p.m. EXECUTIVE SESSION 9. Pursuant to Texas Government Code, Annotated, Subchapter 551, EDC 4B will convene into closed executive session as authorized by: Section 551.087 Deliberation Regarding Economic Development Negotiations to discuss or deliberate the offer of financial or other incentives to a business prospect that the Town seeks to have locate within the territory of the Town. RECONVENE INTO REGULAR SESSION The Board reconvened into Regular Session at 8:10 p.m. 10. Consider and take appropriate action regarding the Executive Session. No action taken. Adjourn Director Eric Jensen motioned to adjourn. Motion seconded by Director Sean Weaver. Motion passed unanimously. The Board adjourned at 8:10 p.m. Economic Development Corporation 4B Page 27 of 33 Monday, July 6, 2015 ______________________________ __________________________ Gregory Wilson, President Gerald Rapp, Secretary/Treasurer Economic Development Corporation 4B Page 28 of 33 Monday, July 6, 2015 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:12015-0453-T Name: Status:Type:Agenda Item Regular Session File created:In control:6/29/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Discuss and take appropriate action regarding the June 1, 2015 Minutes from the Joint Session with Town Council. Attachments:TC Joint Minutes June 1 2015.pdf Action ByDate Action ResultVer. Discuss and take appropriate action regarding the June 1, 2015 Minutes from the Joint Session with Town Council. Economic Development Corporation 4B Page 29 of 33 Monday, July 6, 2015 MINUTES FROM JOINT SESSION TOWN OF TROPHY CLUB TOWN COUNCIL AND ECONOMIC DEVELOPMENT CORPORATION 4B LOCATION: 100 MUNICIPAL DRIVE, TROPHY CLUB, TEXAS Monday, June 1, 2015 at 7:00 P.M. Svore Municipal Building Boardroom The Town Council of the Town of Trophy Club, Texas, and the Economic Development Corporation 4B (EDC 4B), met in a Joint Session on Monday, June 1, 2015, at 7:00 p.m. The meeting was held within the boundaries of the Town and was open to the public. STATE OF TEXAS § COUNTY OF DENTON § COUNTY OF TARRANT § TOWN COUNCIL MEMBERS PRESENT: C. Nick Sanders Mayor Greg Lamont Mayor Pro Tem, Place 5 Jim Parrow Council Member, Place 1 Rhylan Rowe Council Member, Place 3 arrived at 7:06 p.m. Tim Kurtz Council Member, Place 4 Philip Shoffner Council Member, Place 6 TOWN COUNCIL MEMBERS ABSENT: Garrett Reed Council Member, Place 2 STAFF AND GUEST(S) PRESENT: Stephen Seidel Town Manager Patricia Adams Town Attorney Steven Glickman Assistant Town Manager/CFO Holly Fimbres Town Secretary/RMO ECONOMIC DEVELOPMENT CORPORATION 4B MEMBERS PRESENT: Gregory Wilson President David Brod Vice President Gerald Rapp Secretary/Treasurer Sean Weaver Director Eric Jensen Director Sean Bone Director ECONOMIC DEVELOPMENT CORPORATION 4B MEMBERS ABSENT: Rebecca Shuman Director Mayor Sanders and Economic Development Corporation (EDC) 4B President Wilson announced the date of Monday, June 1, 2015, called the Joint Session to order and announced a quorum at 7:04 p.m. CONVENE INTO JOINT SESSION - START TIME – 7:04 P.M. CITIZEN PRESENTATIONS This is an opportunity for citizens to address the Council and EDC 4B on any matter whether or not it is posted on the agenda. The Council and EDC 4B is not permitted to take action on or discuss any presentations made to the Council and EDC 4B at this time concerning an item not listed on the agenda. The Council and EDC 4B will hear presentations on specific agenda items prior to the Council and EDC 4B addressing those items. You may speak up Town Council Joint Minutes June 1, 2015 Page 1 of 3Economic Development Corporation 4B Page 30 of 33 Monday, July 6, 2015 to four (4) minutes or the time limit determined by the Mayor and EDC 4B President or presiding officer. To speak during this item you must complete the Speaker's form that includes the topic(s) of your statement. Topics of presentation should be limited to matters over which the Council and EDC 4B has authority. There were no citizen presentations. EXECUTIVE SESSION 1. Pursuant to the following designated sections of the Texas Local Government Code, Annotated, Chapter 551, the Economic Development Corporation 4B (EDC 4B) Board will convene into closed executive session with the Town Council to discuss the following: A. Texas Government Code Section 551.087 Deliberation Regarding Economic Development Negotiations to discuss or deliberate the offer of financial or other incentives to a business prospect that the Town seeks to have locate within the territory of the Town. (1) Potential Projects in the Trophy Wood Drive area CONVENE INTO EXECUTIVE SESSION - START TIME – 7:06 P.M. RECONVENE INTO REGULAR SESSION - START TIME –7:53 P.M. RECONVENE INTO JOINT SESSION - START TIME – 7:53 P.M. (Town Secretary Note: Agenda Item No. 3 was presented before Agenda Item No. 2) 2. Discussion regarding the EDC 4B budget for Fiscal Year 2015-2016. Town Manager Seidel stated that contingent upon the outcome of the action taken after the Executive Session, will determine the EDC 4B budget for Fiscal Year 2015-2016, which will be presented later for review and discussion. No action was taken on this item. 3. Consider and take appropriate action regarding the Executive Session. Motion: Motion made by EDC 4B President Wilson, seconded by EDC 4B Director Jenson, to authorize the Town Manager to proceed in deliberations for acquisition of property for the purpose of economic development as discussed in Executive Session. Motion passed unanimously. ADJOURN Motion made by EDC 4B Vice President Brod, seconded by EDC 4B Director Weaver, to adjourn. Motion carried unanimously. Meeting adjourned at 7:56 p.m. ______________________________ _____________________________________ Gregory Wilson, EDC 4B President Gerald Rapp, EDC 4B Secretary/Treasurer Town Council Joint Minutes June 1, 2015 Page 2 of 3Economic Development Corporation 4B Page 31 of 33 Monday, July 6, 2015 Mayor Sanders adjourned the meeting at 7:57 p.m. Holly Fimbres Town Secretary/RMO Town of Trophy Club, Texas co~ C. Nick Sanders, Mayor Town of Trophy Club, Texas Town Council Joint Minutes June 1, 2015 Page 3 of 3Economic Development Corporation 4B Page 32 of 33 Monday, July 6, 2015 100 Municipal Drive Trophy Club, Texas 76262Trophy Club Entities Legislation Details (With Text) File #: Version:12015-0462-T Name: Status:Type:Agenda Item Regular Session File created:In control:7/2/2015 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:7/6/2015 Title:Town Manager Update: - The Village - PD-30 - MEAT "U" ANYWHERE Attachments: Action ByDate Action ResultVer. Town Manager Update: - The Village - PD-30 - MEAT "U" ANYWHERE Economic Development Corporation 4B Page 33 of 33 Monday, July 6, 2015