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Agenda Packet EDC 4B 10/12/2009Economic Development Corporation 4B (EDC 4B) Trophy Club Entities Meeting Agenda 100 Municipal Drive Trophy Club, Texas 76262 Svore Municipal Building Boardroom6:30 PMMonday, October 12, 2009 Call To Order and announce a quorum. REGULAR SESSION 1.09-435-T Update presentation from Jason Clauch from Catalyst Commercial. 2.09-438-T Commercial Property Update: a. Trophy Club Commons b. Village Center c. 26-Acre Tract d. Trophy Wood Business Center 3.09-436-T Update from Director Glaser regarding activities and plans for Trophy Club Park. 4.09-434-T Take appropriate action on the nomination and appointment of the following Officer positions: a. President b. Vice-President c. Treasurer d. Secretary Excerpt from EDC 4B Articles of Incorporation and Bylaws.pdfAttachments: 5.09-437-T Discuss Director attendance at the November ICSC Convention. Texas Conference & Deal Making Program.pdfAttachments: 6.09-441-T Discuss and take appropriate action regarding the attendance of 2009 Economic Development Sales Tax Seminars. Economic Development Sales Tax Seminars.pdfAttachments: 7.09-440-T Discuss and take appropriate action regarding EDC 4B Existing Business Stimulus Project. 8.09-432-T Discuss and take appropriate action to approve the September 14, 2009 Regular Session Minutes. September 14 2009 Minutes.pdfAttachments: EDC 4B 1 of 45 Meeting Date: October 12, 2009 October 12, 2009Economic Development Corporation 4B (EDC 4B) Meeting Agenda 9.09-433-T Discuss and take appropriate action to approve monthly Financials: a. July 2009 b. August 2009 c. September 2009 July 2009 Monthly Financial Reports.pdf August 2009 Monthly Financial Reports.pdf September 2009 Preliminary Monthly Financial Statements.pdf Attachments: 10.09-439-T Future Agenda Items. 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. 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 Friday, October 9, 2009 by 5:00 P.M. in accordance with Chapter 551, Texas Government Code. ________________________________ Shannon DePrater Deputy Town Secretary / RMO 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 ______________________, 2009 ________________________________, Title: ___________________________ EDC 4B 2 of 45 Meeting Date: October 12, 2009 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-435-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/8/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:10/12/2009 Title:Update presentation from Jason Clauch from Catalyst Commercial. Attachments: Action ByDate Action ResultVer. EDC 4B 3 of 45 Meeting Date: October 12, 2009 109-435-T Version:File #: Title Update presentation from Jason Clauch from Catalyst Commercial. Body Mr. Claunch will provide an overview and update regarding his work on the Regency Center and PD-25. He is currently finishing the research, and we will be prepared to have materials for the November ICSC Deal Making Conference. EDC 4B 4 of 45 Meeting Date: October 12, 2009 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-438-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/8/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action: Title:Commercial Property Update: a. Trophy Club Commons b. Village Center c. 26-Acre Tract d. Trophy Wood Business Center Attachments: Action ByDate Action ResultVer. EDC 4B 5 of 45 Meeting Date: October 12, 2009 109-438-T Version:File #: Title Commercial Property Update: a. Trophy Club Commons b. Village Center c. 26-Acre Tract d. Trophy Wood Business Center EDC 4B 6 of 45 Meeting Date: October 12, 2009 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-436-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/8/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:10/12/2009 Title:Update from Director Glaser regarding activities and plans for Trophy Club Park. Attachments: Action ByDate Action ResultVer. EDC 4B 7 of 45 Meeting Date: October 12, 2009 109-436-T Version:File #: Title Update from Director Glaser regarding activities and plans for Trophy Club Park. EDC 4B 8 of 45 Meeting Date: October 12, 2009 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-434-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/8/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:10/12/2009 Title:Take appropriate action on the nomination and appointment of the following Officer positions: a. President b. Vice-President c. Treasurer d. Secretary Attachments:Excerpt from EDC 4B Articles of Incorporation and Bylaws.pdf Action ByDate Action ResultVer. EDC 4B 9 of 45 Meeting Date: October 12, 2009 109-434-T Version:File #: Title Take appropriate action on the nomination and appointment of the following Officer positions: a. President b. Vice-President c. Treasurer d. Secretary Body The Board will need to take appropriate action to nominate and appoint officers for the EDC-4B Board of Directors. Attached are the EDC-4B Bylaws that outline the officer positions. EDC 4B 10 of 45 Meeting Date: October 12, 2009 E D C 4 B 1 1 o f 4 5 M e e t i n g D a t e : O c t o b e r 1 2 , 2 0 0 9 E D C 4 B 1 2 o f 4 5 M e e t i n g D a t e : O c t o b e r 1 2 , 2 0 0 9 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-437-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/8/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:10/12/2009 Title:Discuss Director attendance at the November ICSC Convention. Attachments:Texas Conference & Deal Making Program.pdf Action ByDate Action ResultVer. EDC 4B 13 of 45 Meeting Date: October 12, 2009 109-437-T Version:File #: Title Discuss Director attendance at the November ICSC Convention. Body Ms. DePrater made four hotel reservations in San Antonio for the November ICSC Convention. The FY10 Budget allocated funding to send four individuals to the ICSC Convention. EDC 4B 14 of 45 Meeting Date: October 12, 2009 EDC 4B 15 of 45 Meeting Date: October 12, 2009 ICSC 2009 Monday, november 2 ICSC Texas Conference and Deal Making Fifth Annual “Texas Cup” Golf Tournament 11:00 am –Registration 12:00 noon –Shotgun Start The Hyatt Hill Country Golf Club 9800 Hyatt Resort Drive San Antonio, TX 78251 San Antonio Segway Tour 12:00 noon and 3:00 pm SegCity 124 Losoya Street San Antonio, TX 78205 Log onto www.icsc.org/2009tx to get a copy of the sign-up forms for the Golf Tournament and Segway Tour or contact Margaret Schwab at mschwab@icsc.org. Conference Registration 4:00 – 8:00 pm Henry B. Gonzalez Convention Center 200 E. Market Street San Antonio, TX 78205 Member-Sponsored Reception 6:00 – 8:00 pm Join your friends and colleagues for an evening of great fun and conversation. Corporate sponsorship is available. If you are interested in being a sponsor, log onto www.icsc.org/2009tx to get a copy of the Sponsorship Form or contact Shawn Ackerman at +1 713 626 2828 or shawnackerman@henrysmiller.com. Thank you to the following reception sponsors: Gold Henry S. Miller Brokerage, LLC The MG Herring Group Inc. Richland Financial Services, Inc. Weingarten Realty Investors The Weitzman Group/Cencor Realty Services Silver The Colony Economic Development Corporation Global Fund Investments, Inc. Lincoln Property Company Regency Centers Schlosser Development Terracon Consultants, Inc. Whitney Bank Bronze Cedar Hill Economic Development Corporation Condon Thornton Sladek Harrell LLP Development Corporation of Mercedes Fidelis Realty Partners Heights Venture Architects, LLP NewQuest Properties Studio RED Architects Wilson, Cribbs & Goren, P.C. Tuesday, november 3 Conference Registration 7:30 am – 5:00 pm First Timers’ Breakfast 7:45 – 8:30 am Speaker Elizabeth Nabholtz ICSC Texas Next Generation Chair Vice President The Weitzman Group Dallas, TX Attend this breakfast to learn how to use ICSC’s platform to grow your business from different levels and meet local Next Generation chairs and committee members. Continental Breakfast 8:00 – 8:30 am Welcome and Program Overview 8:30 – 8:45 am Welcome George Sakakeeny ICSC Texas State Director: Managing Member Colonial Square Ventures, LLC Colleyville, TX Program Overview Rick Carduner ICSC 2009 Texas Conference Program Planning Committee Chair ICSC Past Texas State Director President Carduner Commercial San Antonio, TX State of the Industry 8:45 – 9:15 am Michael P. Kercheval President and CEO ICSC New York, NY Capital Markets Showcase 9:15 – 10:30 am A panel of leading experts in debt and equity capital formation will discuss the state of the real estate capital markets in 2009 and where they are headed in 2010. Moderator Tom Terkel President Cencor Solutions Austin, TX Speakers Mark D. Gibson Executive Managing Director HFF, L.P. Dallas, TX Joseph Griffith National Manager – Real Estate Banking JP Morgan Chase, N.A. Dallas, TX Program Henry B. Gonzalez Convention Center November 2-4, 2009 EDC 4B 16 of 45 Meeting Date: October 12, 2009 ICSC 2009 Deal Making 10:30 am – 5:00 pm Log onto www.icsc.org and click on Events & Programs to get a copy of the Deal Making Booth Request Form. Space is limited so register today! Blockbuster Concurrent Sessions 10:45 – 11:45 am A. Creative Leasing, Selling and Marketing in Challenging Times Selling space to an end user today is more challenging than ever, especially in the big box arena. Panelists will share creative game plans that have produced results, specifically covering how to “hunt down” creative uses, how to maximize your space, and how to think “outside the box” and produce results. Moderator Gerald Crump Vice President and Director of Leasing – Central Region Weingarten Realty Investors Houston, TX Speakers Jason Claunch President Catalyst Commercial Dallas, TX Donna Kolius Senior Vice President CB Richard Ellis Retail Services Houston, TX Dean Lane Partner, Director of Retail Brokerage and Development NewQuest Properties Houston, TX Case Lawrence CEO Cargo Bay, Inc. Clovis, CA B. Show Me the Money: Bridging the Gap in Public/Private Partnerships Financing, de-leveraging, and reduced rental rates are just a few of the challenges for both cities and developers. Two experts in public/private partnerships will discuss these challenges and offer creative solutions on how to bridge the gap and make deals work. Moderator Tom Palmer Director of Economic Development City of Mesquite, Texas Speakers Jeff Moseley President and CEO Greater Houston Partnership Houston, TX David Wallace President Wallace Bajjali Development Partners, LP Houston, TX Box Lunch 12:00 noon – 12:30 pm Roundtable Discussions 12:30 – 1:45 pm This workshop is held over two thirty-minute sessions and will provide you with an opportunity to sit and meet directly with developers, tenants, city officials and leaders in the industry to discuss the pertinent challenges and issues. Moderators Kendra Hinderland ICSC 2009 Texas Conference Program Planning Committee Co-Chair Director of Retail Operations Archon Group – Retail Irving, TX Lance W. Taylor,CCIM Co-Managing Partner–Retail Division Stream Realty Partners, L.P. Dallas, TX Categories and Topics Include: Asset Management •Syndication and Conversion of Single Tenant Assets •Energy Audits, Lighting Industry Evolution, Rebates, Credits Development and Leasing •Generating New Business in a Changing Environment •Unique Characteristics of Leasing in Ethnic/Minority Markets •Negotiating a Reciprocal Easement Agreement from a Restaurant Operator Standpoint •50 Ways to Leave a Landlord •The Power of a Positive Attitude in a Negative Environment •Life on the Border with Mexico: Popular Wisdom versus Reality •Updates on Texas Retail Projects Along the Border •Co-Tenancy Clauses: Landlord’s Downfall versus Tenant’s Savior •Will Retail, Mixed-Use and Urban Developments Survive the Downturn? •Prepared, Professional Partners: Why Your Customer Needs You •Importance of Demographics in Site Selection Using Daytime Population and Education Criteria •To Mall or Not to Mall •The Effect of an Insolvent Landlord •Creative Ways to Increase Occupancy During a Recession •Adding Outlet Tenants to the Tenant Mix in Lifestyle Centers •Advantages and Disadvantages of Developing in Smaller Texas Markets •How to Contribute in Today’s Economy Toxic Assets •Property Issues Facing Retail Special Servicers •Ways to Navigate the Loan Sale Advisory Business Capital Markets •Marketing Single Tenant Net Leased Assets in a Stagnant Lending Environment •Are We Headed Back to Building to a 12% Cap and Selling at a 10% Cap? •Fundamentals and Strategies of Investment Sales Real Estate Valuations •Accelerated Marketing of Surplus Property Via the Auction Process Program Henry B. Gonzalez Convention Center November 2-4, 2009 EDC 4B 17 of 45 Meeting Date: October 12, 2009 ICSC 2009 Blockbuster Concurrent Sessions 2:00 – 3:00 pm A. Renewing the Vows between Landlords and Tenants Tenants are crying “Uncle” and seeking relief from landlords. Landlords are being squeezed by the tenants on one end and lenders on the other. This will be a frank discussion on where lease negotiations are headed, what lenders will be looking for and what tenants are asking for in this tough recessionary period. Moderator Nick Hernandez Principal Page Partners Houston, TX Speakers Les Garrett Senior Vice President Leasing Trademark Property Company Fort Worth, TX David Palmer Executive Vice President–Head of Dallas Development Cencor Realty Services Dallas, TX Brian Schultz President Studio Movie Grill Dallas, TX Mark Walker Senior Vice President The TJX Companies, Inc. Framingham, MA B. Take a Chill Pill—De-stressing Distressed Assets As more and more distressed properties inevitably emerge, how will they be handled? What will the cap rates be? How will the banks deal with them? Are 3rd parties currently nursing them along? Who will the buyers be? These are some of the many questions that will be covered in this no-holds-barred discussion about one of the most pressing issues in real estate today. Moderator Greg Erwin Attorney at Law Winstead PC Houston, TX Speakers Martin Bronstein Principal Situs, Inc. Houston, TX George Fryer Director AEW Capital Management L.P. Boston, MA Paul House Senior Director L J Melody Houston, TX •Retail Asset Trends Relative to Investing in Today’s Retail Properties •Sources of Intermediate and Long Term Capital in a Challenging Market •Factors Affecting the Climate for Retail Investment Properties in Texas •How to Invest in Today’s Volatile Investment Market •Current Market Lending/PPIP and Your Retail Project— What Is the Impact? Architectural/Construction/Engineering/LEED •Seeking LEED Certification While Minimizing Cost •Navigating the Pitfalls of the Design/Build Process •Qualities of a Successful Third Party Construction Manager •How to Successfully Manage Reviewing Agencies and Their Processes •Renovating and Repositioning Shopping Centers •Big Box Re-use Specialty Retailing •Restaurants in Current and Future Times •How to Effectively Negotiate Rent Relief in a Recessionary Environment •Fast, Casual Restaurant Site Selection/Leasing •Successful Strategies of Incorporating Hotel Assets in a Shopping Center •Conversions: The Silver Lining in a Down Market Public Private Partnerships and Legislation •New State Legislation Affecting Real Estate •Entitlements, Trends in Public Input and Citizen Opposition •ICSC Global Policy Efforts •Making Money Through Smart Growth Development Policies •Importance of Community Economic Development and Strategic Planning •Assisting Cities on Urban and Sustainable Developments •ICSC Alliance Program •Will Mixed-Use Developments Survive This Downturn in Their Current Format? •Building a Better Brand •Public/Private Partnerships in Credit Crunch Environment Legal •Handling the Top 5 Difficult Lease Issues •Email: The Good, The Bad and The Ugly •What Landlords Need to Know about Chapter 11 •Texas Margin Tax—Who Incurs the Cost and Why? •Legal Issues, Sales Transactions, Fund Operations/ Distressed Debt •Creative Lease Restructuring for Tenant Retention/ Mom and Pop Leases •Pre-Bankruptcy Strategies for Landlords to Maximize Recoveries Technology •Efficient Use of Technology to Increase Your Commissions Program Henry B. Gonzalez Convention Center November 2-4, 2009 EDC 4B 18 of 45 Meeting Date: October 12, 2009 ICSC 2009 ICSC 2009 Texas Conference Program Planning Committee Rick Carduner,ICSC 2009 Texas Conference and Deal Making Program Planning Committee Chair, ICSC Past Texas State Director, Carduner Commercial Kendra Hinderland,ICSC 2009 Texas Conference and Deal Making Program Planning Committee Co-Chair, Archon Group–Retail Sue Walker,ICSC Southern Division Alliance Public Sector Chair, Richardson Economic Development Partnership George Sakakeeny,ICSC Texas State Director, Colonial Square Ventures LLC Brad Greenblum,ICSC Texas Government Relations Committee Chair, Greenblum & Associates Jeff Brand,ICSC Texas Alliance Private Sector Chair, Greenway Investment Company Thomas E. Palmer,ICSC Texas Alliance Public Sector Chair, City of Mesquite John Weber, Jr.,ICSC Texas Operations Chair, Weber & Company Kevin Sendrey,ICSC Texas Retail Chair, JCPenney Elizabeth Nabholtz,ICSC Texas Next Generation Chair, The Weitzman Group Program Henry B. Gonzalez Convention Center November 2-4, 2009 WEDNESDAY, november 4 Conference Registration 8:00 am – 12:00 noon Continental Breakfast 8:30 – 9:00 am Retailer Round-up 9:00 – 10:30 am Meet Retailers in your area! Retailers and Brokers representing retailers, go to www.icsc.org/2009TX to get a copy of the Retailer Roundup Table Request Form or contact Kevin Sendrey at +1 972 431 1679 or ksendrey@jcpenney.com. Space is limited so sign up today. Current Exhibiting Retailers Include: Al's Formal Wear AT&T Big Lots Blue Wave Express Car Wash Brake Check Burger King Carl's Jr. Restaurants Cato Fashions Chuy's Restaurant CVS Caremark Darden Restaurants—Olive Garden, Red Lobster, Longhorn Steakhouse, Capital Grille, Seasons 52 Dollar General Dollar Tree Stores, Inc. Famous Footwear Freebirds World Burrito Gamestop, Inc. Genghis Grill–The Mongolian Stir Fry Global Realty & Management, Inc Great Clips Hibbett Sports The Home Depot HSBC JC Penney Maurices National Stores, Inc. Newflower Farmers Market/Terra, International Panda Express Petsense Pizza Patron Restaurants RaceTrac Petroleum, Inc. Rack Room Shoes Randalls and Tom Thumb Food Markets Regis Corporation Sally Beauty Supply Shoe Carnival, Inc. Shoe Show, Shoe Dept. & Burlington Shoes Sport Clips Subway The Cash Store The Children's Place T-Mobile Walgreens Walmart Stores, Inc. Watermill Express Wells Fargo Corporate Properties Group Which Wich? The Woodmont Company Deal Making 9:00 am – 12:00 noon Conference Adjourns 12:00 noon Shawn Ackerman,Henry S. Miller Brokerage, LLC Brandon Barnett,Jones Lang LaSalle Patty Bender,Weingarten Realty Scott Cummings,Dorado Development Lance Gilliam,Moody Rambin Interests Pam Goodwin,Goodwin Commercial Properties Simmi Jaggi,CB Richard Ellis Phil Morley,BGO Architects, Inc. Philip Pearson,RREEF Terri Seiler,SiteSource Real Estate Services Lance W. Taylor,Stream Realty Partners Tom Terkel,Cencor Solutions Gene Williams,The Weitzman Group Bob Young,The Weitzman GroupEDC 4B 19 of 45 Meeting Date: October 12, 2009 ICSC 2009 METHOD OF PAYMENT Check or money order made payable to ICSC enclosed for $ MasterCard Visa AMEX Discover $ Name (as it appears on credit card)Signature Credit Card Number (include all digits)Expiration Date (Mo/Yr) Name Company Address City State/Province Zip/Postal Code Telephone Fax E-mail Your membership I.D. # Please check here if any of the above information has recently changed. Member Non-Member Student Member Public Official 2009TX-B Henry B. Gonzalez Convention Center November 2-4, 2009 HOW TO REGISTER Fax:+1 732 694 1800 (Credit card registrations only) Online:www.icsc.org (Credit card registrations only) Mail:ICSC P.O. Box 26958 New York, NY 10087-6958 REGISTRATION FEES Advance On-Site Member:*$250 $315 Non-Member:$460 $575 Student Member:**$ 50 $ 50 Public Official:$ 95 $125 *To qualify for the member fee, each registrant must be an ICSC member or affiliate member. To become an ICSC member, call ICSC Information Services at +1 646 728 3800. **Registrants must be ICSC student members to qualify for the student rate. Attendees will receive a complimentary copy of the book Dollars and Cents/ The SCORE. This publication is available only during the program registration hours and will not be mailed out after the event. DEADLINES To qualify for the advance registration fee, your registration must be received by October 26, 2009 CANCELLATIONS All cancellations will be subject to a $25 cancellation fee. No refunds will be given for cancellations received after October 9, 2009. All requests for refunds must be received by ICSC in writing. HOTEL RESERVATIONS A block of rooms has been reserved at: Grand Hyatt San Antonio 600 East Market Street San Antonio, TX 78205 Tel: +1 210 224 1234 Fax: +1 210 271 8019 Rate:$229 Single/Double Occupancy Cut-off Date: October 12, 2009 To make your hotel reservation, please visit www.icsc.org/2009TX. On the right of the screen, you will see the banner “hotel,” click on that banner, and the electronic form will appear. Complete fully and click “submit.” If completed correctly, you will receive a tracking number. Please be sure to record that number. Once your form is received we will enter your reservation into our system and send a confirmation letter to the address on your form via U.S. Mail. Be sure to book your air online at the same time. Requests received once the room block is full or after the cut-off date are subject to space and rate availability. Reserving a room prior to the cut-off date does not guarantee the group rate. AIRFARE/CAR RENTAL DISCOUNTS The ICSC Travel Desk has secured special airline and car discounts for attendees. For current prices and availability, please contact us at +1 888 ICSC TVL (427 2885) or +1 585 442 8856 from 8:00 am to 5:30 pm EST, Monday through Friday. CONTINUING EDUCATION CREDITS SCSM/SCMD:1 credit; CLS:1 credit SPECIAL NEEDS Anyone desiring an auxiliary aid for this meeting should notify Margaret Schwab at +1 646 728 3661 no later than October 2, 2009. I authorize ICSC to send me announce- ments, via mail, fax, e-mail, phone or otherwise, about ICSC programs and services that may be of interest to me or my colleagues. Registration Form PHOTO ID BADGES REQUIRED FOR 2009 TEXAS CONFERENCE AND DEAL MAKING. All attendees and exhibitors are required to have an ICSC-issued color photo badge for access to the 2009 ICSC Texas Conference and Deal Making, November 2-4 at the Henry B. Gonzalez Convention Center, San Antonio, Texas. Badges will be mailed out in advance for those who register and submit an accept- able photo by October 2, 2009.Go to the ICSC website to register and submit a photo at www.icsc.org/2009tx. EDC 4B 20 of 45 Meeting Date: October 12, 2009 ICSC 2009 WHEN Tuesday, November 3, 2009 10:30 am – 5:00 pm Wednesday, November 4, 2009 9:00 am – 12:00 noon WHERE Henry B. Gonzalez Convention Center San Antonio, TX BOOTH FEE Check or credit card accepted as payment. Make check payable to ICSC Booth fee is nonrefundable (Check One) Non- Member Member 10’ x 10’ = (100 sq. ft.) =$ 370 $ 555 10’ x 20’ = (200 sq. ft.) =$ 740 $1,110 20’ x 20’ = (400 sq. ft.) =$1,480 $2,220 30’ x 30’ = (900 sq. ft.) =$3,330 $4,995 INCLUDES •Company sign •Pipe and drape booth (Pipe and drape will not be supplied for Island booths.) •Furniture is not included. •Once space is confirmed, exhibitor’s kit outlining the furniture services will be available. HOW TO REGISTER Fax:+1 732 694 1800 Credit card registrations only. Online:www.icsc.org Credit card registrations only. Mail:ICSC P.O. Box 26958 New York, NY 10087-6958 WHO QUALIFIES •Retailers •Brokers • Developers/Owners •Lenders •Suppliers •Cities/Municipalities/Economic Development Agencies GUIDELINES Exhibits must not extend beyond the boundaries of the booth. Each person working at the booth must be an advance paid registrant for the 2009 Texas Conference and Deal Making. No booth will be assigned until registration and booth payment is received. All exhibitors are required to provide General Liability insurance naming ICSC, the official expo contractor and the Convention Center as co-insured. HEIGHT RESTRICTIONS: Exhibit Fixtures, Components, and Identification Signs are permitted to a maximum height of 8’. DEADLINE In order to be listed in the Deal Making Exhibitors Directory, ICSC must receive your booth request by September 4, 2009. CANCELLATION Notify ICSC immediately if you must cancel. There is no refund for exhibit booth cancellations at any time. AVAILABILITY Booths are confirmed on a first-come, first-served basis. Sending in this Deal Making Booth Request Form does not guarantee you a booth. NOTIFICATION You will receive a written booth confirmation from ICSC two months prior to the meeting, if a booth has been reserved for you. If you do not receive a letter regarding the status of your request, notify the meeting contact listed below to confirm. CONTACT: April Galletly Meeting Associate Tel: +1 646 728 3554 E-mail: agalletly@icsc.org Name(s) of person(s) who will staff exhibit table Contact Name (person to receive confirmation) Company Company name that should appear on sign (please print or type) Address City State/Province Zip/Postal Code Telephone Fax E-mail Please check here if any of the above information has recently changed METHOD OF PAYMENT Check or money order made payable to ICSC enclosed for $ MasterCard Visa AMEX Discover $ Name (as it appears on credit card) Credit Card Number (include all digits) Signature Expiration Date (month/year) We are Developers/Owners. We are Lenders. We are Suppliers. We are a City/Municipality or Economic Development Agency. We have registered for the 2009 Texas Conference and Deal Making. We will notify ICSC immediately if we must cancel. CHECK ALL THAT APPLY: We are Retailers. We are Brokers exclusively representing the following Retailers: 2009TX-B Register us for:10' x 10' Booth 10' x 20' Booth 20' x 20' Island 30' x 30' Island Henry B. Gonzalez Convention Center November 2-4, 2009 Deal Making Booth Request Form Fill out this form if you wish to reserve a Deal Making Booth Sold Out Sold Out Sold Out Sold Out ICSC 2009 EDC 4B 21 of 45 Meeting Date: October 12, 2009 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-441-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/9/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:10/12/2009 Title:Discuss and take appropriate action regarding the attendance of 2009 Economic Development Sales Tax Seminars. Attachments:Economic Development Sales Tax Seminars.pdf Action ByDate Action ResultVer. EDC 4B 22 of 45 Meeting Date: October 12, 2009 109-441-T Version:File #: Title Discuss and take appropriate action regarding the attendance of 2009 Economic Development Sales Tax Seminars. Body The FY10 Budget allocated funds to send Directors to training opportunities that fulfill State requirements as well as educate Directors on new economic development legislation. Attached is the current 2009 and 2010 schedule. EDC 4B 23 of 45 Meeting Date: October 12, 2009 ED C 4B 24 of 45 Me e t i n g Da t e : Oc t o b e r 12 , 20 0 9 ED C 4B 25 of 45 Me e t i n g Da t e : Oc t o b e r 12 , 20 0 9 ED C 4B 26 of 45 Me e t i n g Da t e : Oc t o b e r 12 , 20 0 9 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-440-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/9/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:10/12/2009 Title:Discuss and take appropriate action regarding EDC 4B Existing Business Stimulus Project. Attachments: Action ByDate Action ResultVer. EDC 4B 27 of 45 Meeting Date: October 12, 2009 109-440-T Version:File #: Title Discuss and take appropriate action regarding EDC 4B Existing Business Stimulus Project. Body Staff has begun the process of implementing the program. Researched has been completed on two different paper options that would help prevent individuals from making counterfeit coupons. We continue to talk with the two vendors and the IT Department to ensure that we choose the best option. Additionally, Staff has visited with a few local businesses regarding their interest, and they have had a positive reaction. Over the next few weeks, staff will officially solicit business participation and sign them up. We are already in the process of designing the coupon, and that will be completed shortly as well. The Board has several decisions to make regarding the program's implementation. Those decisions are as follows: 1. How much do you want make each coupon worth? Staff would recommend the coupon's worth as either $10, $15, or $20. There will be some cost to buy ink tonor and the special paper to print the coupons. The cost for materials and supplies is estimated to be under $250. 2. Does the Board want to complete a test case to gauge reaction, prior to allocating the entire $10,000. The Board could issue a small allotment of coupons for a short time period to gauge the program's effectiveness, and then issue another round of coupons later in the year. 3. How long are the coupons valid? Staff would recommend a 60 day validity date. 4. What will be the official start date. The Board has several options to begin the program. Staff would recommend a January 1, 2010 start date, and the coupons would expire February 28, 2010. Depending on the program's success, the Board could amend the FY10 Budget and allocate additional funds if the Board sought to offer the program again during FY10, perhaps in the summer when business tends to be slower for our local retailers. EDC 4B 28 of 45 Meeting Date: October 12, 2009 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-432-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/8/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:10/12/2009 Title:Discuss and take appropriate action to approve the September 14, 2009 Regular Session Minutes. Attachments:September 14 2009 Minutes.pdf Action ByDate Action ResultVer. EDC 4B 29 of 45 Meeting Date: October 12, 2009 109-432-T Version:File #: Title Discuss and take appropriate action to approve the September 14, 2009 Regular Session Minutes. EDC 4B 30 of 45 Meeting Date: October 12, 2009 MINUTES OF REGULAR SESSION FOR THE ECONOMIC DEVELOPMENT CORPORATION 4B BOARD LOCATION: 100 MUNICIPAL DRIVE, TROPHY CLUB, TEXAS Monday, September 14, 2009 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 September 14, 2009. The meeting was held within the boundaries of the Town and was open to the public. EDC 4B DIRECTORS PRESENT: James Hicks President Dave Glaser Vice President Larry E. Crosser Treasurer Damian Olthoff Secretary Dan Bishop Director Zachary Jeffery Director Rebecca Shuman Director EDC 4B DIRECTORS ABSENT: Glenn Strother EDC 4B Council Liaison STAFF AND GUEST(S) PRESENT: Shannon DePrater Deputy Town Secretary / RMO Nick Sanders Applicant James Hanna Applicant Dean Murray Applicant Call to order and announce a quorum. President Hicks, noting a quorum of EDC 4B, called the regular session to order at 6:39 p.m. WORKSHOP SESSION 1. Interview candidates for the four (4) expired seats: a. 6:30 p.m. - Nick Sanders b. 6:45 p.m. or immediately following previous applicant - Robbie Thomas c. 7:00 p.m. or immediately following previous applicant - James Hanna d. 7:15 p.m. or immediately following previous applicant - Ed Damp e. 7:30 p.m. or immediately following previous applicant - Dean Murray f. Questions/comments for current Directors reapplying (Dave Glaser and Rebecca Shuman) Applicants Robbie Thomas and Ed Damp withdrew their applications prior to the Board meeting. The Board interviewed applicants. REGULAR SESSION 2. Discuss and take appropriate action regarding a recommendation of candidates to the Town Council for four (4) expired seats on EDC4B. EDC 4B 31 of 45 Meeting Date: October 12, 2009 Director Crosser moved to recommend Nick Sanders, Dean Murray, Dave Glaser and Rebecca Shuman to the four (4) expired seats. Director Olthoff seconded; motion carried unanimously. The board took a short recess and reconvened at 8:25 p.m. 3. Approval of the August 10, 2009 Regular Session Minutes. Director Shuman moved to approve the August 10, 2009 Regular Session Minutes as presented. Director Bishop seconded; motion carried unanimously. 4. Next Meeting scheduled for October 12, 2009 at 6:30 p.m. The Board set their next meeting for October 12, 2009 at 6:30 p.m. 5. President Hicks to address outgoing Directors. President Hicks thanked Directors Crosser and Olthoff for their service to the Board and the community. The Board wished them well with their next endeavor. Adjourn Director Shuman moved to adjourn at 8:33 p.m. Director Glaser seconded; motion carried. ______________________________ _______________________________ James Hicks, President Secretary EDC 4B 32 of 45 Meeting Date: October 12, 2009 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-433-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/8/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action:10/12/2009 Title:Discuss and take appropriate action to approve monthly Financials: a. July 2009 b. August 2009 c. September 2009 Attachments:July 2009 Monthly Financial Reports.pdf August 2009 Monthly Financial Reports.pdf September 2009 Preliminary Monthly Financial Statements.pdf Action ByDate Action ResultVer. EDC 4B 33 of 45 Meeting Date: October 12, 2009 109-433-T Version:File #: Title Discuss and take appropriate action to approve monthly Financials: a. July 2009 b. August 2009 c. September 2009 Body Since September is the last month of the fiscal year, we will only have preliminary reports until September sales tax is received in November and the audit is complete in January. EDC 4B 34 of 45 Meeting Date: October 12, 2009 EDC 4B 35 of 45 Meeting Date: October 12, 2009 EDC 4B 36 of 45 Meeting Date: October 12, 2009 EDC 4B 37 of 45 Meeting Date: October 12, 2009 EDC 4B 38 of 45 Meeting Date: October 12, 2009 EDC 4B 39 of 45 Meeting Date: October 12, 2009 EDC 4B 40 of 45 Meeting Date: October 12, 2009 EDC 4B 41 of 45 Meeting Date: October 12, 2009 EDC 4B 42 of 45 Meeting Date: October 12, 2009 EDC 4B 43 of 45 Meeting Date: October 12, 2009 100 Municipal Drive Trophy Club, TX 76262Trophy Club Entities Legislation Details (With Text) File #: Version:109-439-T Name: Status:Type:Agenda Item Regular Session File created:In control:10/8/2009 Economic Development Corporation 4B (EDC 4B) On agenda:Final action: Title:Future Agenda Items. Attachments: Action ByDate Action ResultVer. EDC 4B 44 of 45 Meeting Date: October 12, 2009 109-439-T Version:File #: Title Future Agenda Items. EDC 4B 45 of 45 Meeting Date: October 12, 2009