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Agenda Packet EDC 4B 08/11/2008Town of Trophy Club Economic Development Corporation 4B Meeting Agenda 100 Municipal Drive Trophy Club, Texas 76262 Monday, August 11, 2008 6:30 PM A.1 Call to order and announce a quorum. A.2 Receive update from Parks and Recreation Director Adam Adams regarding Arts Advisory Group. A.3 On July 14, 2008 and August 11, 2008, at 6:30 p.m. there will be a Public Hearing of the Economic Development Corporation 4B of the Town of Trophy Club, Texas, at the Svore Municipal Building, 100 Municipal Drive, Trophy Club, Texas, 76262, for the purpose of considering various amendments to the fiscal year 2007-2008 budget and for the purpose of considering the expenditure of funds for the fiscal year 2008-2009 budget. There is a sixty (60) day period that begins June 13, 2008; the date of the public notice of the proposed project(s), during which the public may submit a petition with any objections to the project(s). Please contact Deputy Town Secretary, Shannon DePrater, concerning any questions at 682-831-4605. A.4 Interview candidates for the three (3) expired seats: a. 6:45 p.m. - Zachary Jeffery b. 7:00 p.m. or immediately following previous applicant - Sheila Lacher c. Questions/comments for current Board members reapplying A.5 Discuss and take appropriate action regarding a recommendation to the Town Council of candidates for three (3) expired seats on the EDC4B. A.6 Discuss and take appropriate action to forward FY07/08 Budget Amendment to Town Council for approval. A.7 Discuss and take appropriate action to forward FY08/09 Budget to Town Council for approval. A.8 Discuss and take appropriate action regarding the approval of a contract with GSBS Architects for a 17 acre site located across from Byron Nelson High School. A.9 Discuss and take appropriate action regarding scheduling the Strategic Planning Workshop. A.10 Discuss and take appropriate action necessary for preparation of the 2008 ICSC Regional Meeting. A.11 Staff Updates: - Mixed Use Design Charrette A.12 Approval of the July 14, 2008 Regular Session Minutes: A.13 Approval of Financials: A. May 2008 B. June 2008 A.14 Items for Future Agendas: - Joint Meeting with EDC 4A regarding Pool Bond Payment - November Meeting - EDC Training - Skill Set for Future Applicants to the Board A.15 Other Business: A.16 Next Meeting scheduled for September 15, 2008 at 6:30 p.m. A.17 Adjourn regular session. 2 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.1 Call to order and announce a quorum. 3 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.2 Receive update from Parks and Recreation Director Adam Adams regarding Arts Advisory Group. 4 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.3 On July 14, 2008 and August 11, 2008, at 6:30 p.m. there will be a Public Hearing of the Economic Development Corporation 4B of the Town of Trophy Club, Texas, at the Svore Municipal Building, 100 Municipal Drive, Trophy Club, Texas, 76262, for the purpose of considering various amendments to the fiscal year 2007-2008 budget and for the purpose of considering the expenditure of funds for the fiscal year 2008-2009 budget. There is a sixty (60) day period that begins June 13, 2008; the date of the public notice of the proposed project(s), during which the public may submit a petition with any objections to the project(s). Please contact Deputy Town Secretary, Shannon DePrater, concerning any questions at 682-831-4605. 5 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.4 Interview candidates for the three (3) expired seats: a. 6:45 p.m. - Zachary Jeffery b. 7:00 p.m. or immediately following previous applicant - Sheila Lacher c. Questions/comments for current Board members reapplying Attachments: 1. Applications 6 7 8 9 10 11 12 13 14 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.5 Discuss and take appropriate action regarding a recommendation to the Town Council of candidates for three (3) expired seats on the EDC4B. 15 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.6 Discuss and take appropriate action to forward FY07/08 Budget Amendment to Town Council for approval. Attachments: 1. FY07/08 Budget and Budget Amendment 16 ECONOMIC DEVELOPMENT CORPORATION 4B FUND ACCOUNT 2007-08 2007-08 NUMBER DESCRIPTION BUDGET AMENDED REVENUES 40030 Sales Tax - General (115,000) (115,000) 49010 Interest Income (6,000) (6,000) 49035 Reserves - (11,076) 49900 Miscellaneous Income - - TOTAL REVENUES (121,000)$ (132,076)$ EXPENSES 60066 Publications/Books/Subscriptions 100 100 60070 Dues & Memberships 2,500 2,500 60080 Schools & Training 1,400 1,400 60100 Travel & Per Diem 3,000 3,000 60125 Advertising 11,310 11,310 60245 Miscellaneous Expenses 5,000 5,000 60315 EDC Projects 20,000 77,000 60335 Intergov Trans Out (I&S)- - 60340 Large Project Reserves 45,924 - 60355 Intergov Trans Out (GF)25,566 25,566 65085 Office Supplies 200 200 65105 Printing 6,000 6,000 TOTAL EXPENSES 121,000$ 132,076$ TOTAL REVENUES OVER EXPENSES -$ -$ 17 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.7 Discuss and take appropriate action to forward FY08/09 Budget to Town Council for approval. Attachments: 1. Proposed Budget 18 ECONOMIC DEVELOPMENT CORPORATION 4B FUND ACCOUNT 2007-08 2007-08 2008-09 NUMBER DESCRIPTION BUDGET AMENDED PROPOSED REVENUES 40030 Sales Tax - General (115,000) (115,000) (125,572) 49010 Interest Income (6,000) (6,000) (5,000) 49035 Reserves - (11,076) - 49900 Miscellaneous Income - - - TOTAL REVENUES (121,000)$ (132,076)$ (130,572)$ EXPENSES 60066 Publications/Books/Subscriptions 100 100 100 60070 Dues & Memberships 2,500 2,500 - 60080 Schools & Training 1,400 1,400 1,400 60100 Travel & Per Diem 3,000 3,000 3,000 60125 Advertising 11,310 11,310 8,373 60245 Miscellaneous Expenses 5,000 5,000 5,000 60315 EDC Projects 20,000 77,000 54,571 60335 Intergov Trans Out (I&S)- - 26,361 60340 Large Project Reserves 45,924 - - 60355 Intergov Trans Out (GF)25,566 25,566 25,566 65085 Office Supplies 200 200 200 65105 Printing 6,000 6,000 6,000 TOTAL EXPENSES 121,000$ 132,076$ 130,572$ TOTAL REVENUES OVER EXPENSES -$ -$ -$ 19 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.8 Discuss and take appropriate action regarding the approval of a contract with GSBS Architects for a 17 acre site located across from Byron Nelson High School. Attachments: 1. Proposal for Trophy Club Site Planning 20 21 22 23 24 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.9 Discuss and take appropriate action regarding scheduling the Strategic Planning Workshop. EXPLANATION: Staff has discussed with Ron Holifield regarding potentials dates to hold the Strategic Planning Workshop. Based on schedules, it appears that the first available time is September 9 or September 10. The following week (September 15 – 19) is also wide open at this time. Mr. Holifield will accommodate the Board’s schedule by agreeing to begin the workshop in the morning, afternoon or evening. Staff seeks input regarding the Board’s availability to meet. 25 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.10 Discuss and take appropriate action necessary for preparation of the 2008 ICSC Regional Meeting. 26 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.11 Staff Updates: - Mixed Use Design Charrette 27 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No .A.12 Approval of the July 14, 2008 Regular Session Minutes: Attachments: 1. July 14, 2008 Regular Session Minutes 28 MINUTES OF REGULAR SESSION FOR THE ECONOMIC DEVELOPMENT CORPORATION 4B BOARD LOCATION: 100 MUNICIPAL DRIVE, TROPHY CLUB, TEXAS Monday, July 14, 20008 6:30 PM STATE OF TEXAS COUNTY OF DENTON The Economic Development Corporation 4B of the Town of Trophy Club, Texas, met in Regular Session on July 14, 2008. The meeting was held within the boundaries of the Town and was open to the public. EDC 4B DIRECTORS PRESENT: Dave Glaser Vice President Damian Olthoff Secretary Dan Bishop Director Rebecca Shuman Director DIRECTORS ABSENT: James Hicks President Larry E. Crosser Treasurer Glenn Strother EDC 4B Council Liaison STAFF AND GUEST(S) PRESENT: Brandon Emmons Town Manager Stephen Seidel Assistant Town Manager Shannon DePrater Deputy Town Secretary Nick Sanders Mayor Ron Holifield Strategic Government Resources Inc. Marty Wieder GSBS Architects A.1 Call to order and announce a quorum. Vice President Glaser, noting a quorum of EDC 4B, called the regular session to order at 6:40 p.m. A.2 Board to hear presentation; discuss and take appropriate action regarding the approval of contract with Ron Holifield of Strategic Government Resources Inc. for the Trophy Club EDC Board retreat. Assistant Town Manager Stephen Seidel introduced Ron Holifield of Strategic Government Resources Inc. Mr. Holifield gave a brief overview of his experience with Economic Development Corporations and explained how his services may help the EDC 4B Board with long-term planning. Mr. Holifield answered questions from the Board. Director Olthoff moved to engage Mr. Holifield as identified in the proposed proposal for $3,000 and conduct an additional joint workshop with Town Council for $2,000. The total amount shall not exceed $5,000. Director Shuman seconded; motion carried unanimously. 29 A.3 Discuss and take appropriate action regarding the approval of a contract with GSBS Architects for a Trophy Club Mixed-use Charrette. Mr. Seidel introduced Mr. Marty Wieder of GSBS Architects and gave a brief history of this agenda item. Mr. Wieder answered questions from the Board. Director Olthoff moved to approve the 26 acre proposal as written for $38,000 and requested GSBS to formalize an addendum for the 17 acres located across from Bryon Nelson High school. Director Shuman seconded; motion carried unanimously. Board convened into Public Hearing at 9:25 p.m. BOARD TO CONVENE INTO PUBLIC HEARING A.4 On July 14, 2008 and August 11, 2008, at 6:30 p.m. there will be a Public Hearing of the Economic Development Corporation 4B of the Town of Trophy Club, Texas, at the Svore Municipal Building, 100 Municipal Drive, Trophy Club, Texas, 76262, for the purpose of considering various amendments to the fiscal year 2007-2008 budget and for the purpose of considering the expenditure of funds for the fiscal year 2008-2009 budget. There is a sixty (60) day period that begins June 13, 2008; the date of the public notice of the proposed project(s), during which the public may submit a petition with any objections to the project(s). Please contact Deputy Town Secretary, Shannon DePrater, concerning any questions at 682-831-4605. No presentations were made. Board reconvened into Regular Session at 9:26 p.m. BOARD TO RECONVENE INTO REGULAR SESSION A.5 Discuss and take appropriate action regarding the FY2008-2009 Budget. No action taken. A.6 Discuss and take appropriate action regarding needed skill set for future applicants to the Board. This item was tabled. Board requested item be added to the future agenda items list. A.7 Discuss and take appropriate action necessary for preparation of the 2008 ICSC Regional Meeting. No action taken. Board took a 5 minute break and convened into Executive Session at 9:40 p.m. BOARD TO CONVENE INTO EXECUTIVE SESSION A.8 Pursuant to Texas Government Code, Annotated, Subchapter 551, Section 551.087 Deliberation Regarding Economic Development Negotiations, the Board will enter into executive session to discuss the following: The offer of financial or other incentives to a business prospect that the Town seeks to have locate within the territory of the Town. 30 Board reconvened into Regular Session at 10:10 p.m. BOARD TO RECONVENE INTO REGULAR SESSION A.9 Discuss and take action relative to Executive Session Item Number A.8. Director Olthoff moved to allow Town Staff to utilize the published tax abatement schedule approved by Town Council or other economic schedules not to exceed the money/percentage equivalent to the tax abatement schedule. Director Shuman seconded; motion carried 3:1 with Director Glaser opposing. A.10 Staff Updates: Staff updated the Board on the applications received for the annual appointments thus far. A.11 Approval of Regular Session Minutes dated June 9, 2008. Director Bishop moved to approve the minutes as written. Director Olthoff seconded; motion carried unanimously. A.12 Approval of May 2008 Financials. Item tabled until the August 11, 2008 meeting. A.13 Items for Future Agendas: • Applicant Interviews - August Meeting • Arts Advisory Group Update (Adam Adams) - August Meeting • Joint Meeting with EDC 4A regarding Pool Bond Payment - November Meeting • EDC Training No items were added. A.14 Other Business: None. A.15 Next meeting scheduled for August 11, 2008. A.16 Discuss and take appropriate action regarding the dates of the regularly scheduled Economic Development Corporation 4B meeting for September 2008. Director Glaser moved to hold the meeting on September 15, 2008. Director Shuman seconded; motion carried unanimously; A.17 Adjourn regular session. Director Bishop made a motion to adjourn at 10:20 p.m. Director Olthoff seconded; motion carried unanimously. ______________________________ _______________________________ Dave Glaser, Vice -President Damian Olthoff, Secretary 31 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.13 Approval of Financials: A. May 2008 B. June 2008 Attachments: 1. Year to Date Financial Spreadsheet 2. May 2008 Bank Statements 3. June 2008 Bank Statements 32 ECONOMIC DEVELOPMENT CORPORATION 4B FUND ACCOUNT 2007-08 2007-08 AS OF 2007-08 NUMBER DESCRIPTION BUDGET AMENDED 06/30/08 ESTIMATE REVENUES 40030 Sales Tax - General (115,000) (115,000) (66,687) (119,592) 49010 Interest Income (6,000) (6,000) (4,058) (4,875) 49035 Reserves - (11,076) - - 49900 Miscellaneous Income - - - - TOTAL REVENUES (121,000)$ (132,076)$ (70,745)$ (124,467)$ EXPENSES 60066 Publications/Books/Subscriptions 100 100 119 119 60070 Dues & Memberships 2,500 2,500 2,550 2,550 60080 Schools & Training 1,400 1,400 - - 60100 Travel & Per Diem 3,000 3,000 611 1,000 60125 Advertising 11,310 11,310 2,186 2,186 60245 Miscellaneous Expenses 5,000 5,000 82 100 60315 EDC Projects 20,000 77,000 15,000 77,000 60335 Intergov Trans Out (I&S)- - - - 60340 Large Project Reserves 45,924 - - - 60355 Intergov Trans Out (GF)25,566 25,566 7,137 25,566 65085 Office Supplies 200 200 91 100 65105 Printing 6,000 6,000 - 3,000 TOTAL EXPENSES 121,000$ 132,076$ 27,776$ 111,621$ TOTAL REVENUES OVER EXPENSES -$ -$ 42,970$ 12,846$ 33 34 35 36 37 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.14 Items for Future Agendas: - Joint Meeting with EDC 4A regarding Pool Bond Payment - November Meeting - EDC Training - Skill Set for Future Applicants to the Board 38 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No .A.15 Other Business: 39 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No.A.16 Next Meeting scheduled for September 15, 2008 at 6:30 p.m. Attachments: 1. September 2008 Meeting Calendar 40 41 ECONOMIC DEVELOPMENT CORPORATION 4B MEMORANDUM From: Shannon DePrater Date: 8-11-2008 Subject: Agenda Item No. A.17 Adjourn regular session. 42