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07.15.2024 EDC Agenda Packet TOWN OF TROPHY CLUB MEETING AGENDA ECONOMIC DEVELOPMENT CORPORATION 4B 1 Trophy Wood Drive Trophy Club, Texas 76262 July 15, 2024 7:00 PM Council Chambers CALL TO ORDER AND ANNOUNCE A QUORUM (at 7:00 p.m. or immediately following Park Board Meeting, whichever is later) PUBLIC COMMENT(S) This is an opportunity for citizens to address the Board/Commission on any matter pursuant to Texas Government Code Sec. 551.007. The Board/Commission is not permitted to discuss or take action on any presentations made concerning matters that are not listed on the agenda. Presentations are limited to matters over which the Board/Commission has authority. Speakers have up to four (4) minutes or the time limit determined by the Presiding Officer. Each speaker must have submitted their request to speak by completing the Speaker’s Form or may email tdixon@trophyclub.org REGULAR ITEMS 1. Consider approval of the May 16, 2024, Economic Development Corporation Regular Meeting Minutes. 2. Consider approval of the Economic Development Corporation FY 2024-2025 Budget. 3. Discuss updates from the small area plan meeting held on July 8, 2024. ADJOURN The Board/Commission may convene into executive session to discuss posted items as allowed by Texas Government Code Sections 551.071 through 551.076 and Section 551.087. Notice is hereby given that a quorum of the Town of Trophy Club Town Council may be in attendance at this meeting. The Town Council will not deliberate or take any action. CERTIFICATION Page 1 of 15 I do hereby certify that the Notice of Meeting was posted on the bulletin board at the Town Hall for the Town of Trophy Club, Texas, in a place convenient and readily accessible to the general public at all times on the following date and time: July 12, 2024, at 1:45 p.m., and said Notice of Meeting was also posted concurrently on the Town’s website in accordance with Texas Government Code Ch. 551 at least 72 hours prior to the scheduled time of said meeting. __________________________________ Maggie McCormick-Krukowski, Records Analyst If you plan to attend this public meeting and have a disability that requires special needs, please contact the Town Secretary’s Office at 6822372900, 48 hours in advance, and reasonable accommodations will be made to assist you. Page 2 of 15 ECONOMIC DEVELOPMENT CORPORATION 4B COMMUNICATION MEETING DATE: July 15, 2024 FROM: Tammy Dixon, Town Secretary AGENDA ITEM: Consider approval of the May 16, 2024, Economic Development Corporation Regular Meeting Minutes. BACKGROUND/SUMMARY: The Economic Development Corporation held a regular meeting on May 16, 2024. BOARD REVIEW/CITIZEN FEEDBACK: N/A FISCAL IMPACT: N/A LEGAL REVIEW: N/A ATTACHMENTS: 1. 05.16.2024 EDC draft minutes ACTIONS/OPTIONS: Move to approve the May 16, 2024, Economic Development Corporation regular meeting minutes. Page 3 of 15 Town of Trophy Club Economic Development Corporation Meeting Minutes May 16, 2024, 6:30 p.m., Regular Meeting 1 Trophy Wood Drive, Trophy Club, Texas 76262 CALL TO ORDER President Mann called the meeting to order at 6:30 p.m. EDC BOARD MEMBERS PRESENT John Mann, President Teri Addington, Vice President John Rybeck, Secretary Joseph Longo Andrew Borgan EDC DIRECTORS ABSENT James Calaway Scott Hinshaw STAFF PRESENT Brandon Wright, Town Manager Tammy Dixon, Town Secretary Elizabeth Yelverton, Associate Attorney, Town Attorney ’s Office April Duvall, Director of Finance Matt Cox, Director of Community Development PUBLIC COMMENTS There were none. REGULAR ITEMS 1. Consider approval of the April 18, 2024, Economic Development Corporation Regular Meeting Minutes. Vice President Addington moved to approve the April 18, 2024, meeting minutes. Director Longo seconded the motion. VOTE ON THE MOTION AYES: Mann, Addington, Rybeck, Longo, Borgan NAYES: None ABSENT: Hinshaw, Calaway VOTE: 5-0-2 Page 4 of 15 EDC Meeting Minutes – May 16, 2024 Page 2 2. Consider approval of a professional consulting services agreement between the Town of Trophy Club Economic Development Corporation and The John R. MacAdams Company, Inc. DBA McAdams for a Small Area Plan in a not-to-exceed amount of $89,437; and authorization for the Town Manager to execute same on behalf of the Corporation. Town Manager Wright provided the following update: A request for proposals was issued on March 25, 2024, for a comprehensive small area plan targeting properties near State Highway 114 Frontage Road and Trophy Wood Drive with the following objectives: • Enhance economic resilience • Foster service-based employment • Improve quality of life • Promote sustainability • Enhance pedestrian safety and walkability • Facilitate future development • Address parking needs Mr. Wright explained that the submission period closed on April 18, 2024, and that three EDC Board members along with four staff members reviewed the proposals and conducted interviews. They recommended selecting McAdams due to their skillset, experience with similar projects, and understanding the plan’s goals. He stated that if the Board approved the agreement, it would then go to the Town Council for final approval. Mr. Wright introduced the McAdams team: Jameson Pinson, McAdams Project Manager; Randin Rivera, McAdams Planning Lead; and Jason Claunch of Catalyst. Each team member introduced themselves, gave a presentation highlighting their experience and successful small area plans they have been involved in, discussed their approach to the proposed project, and answered questions from the Board. Vice President Addington moved to approve a professional consulting services agreement between the Town of Trophy Club Economic Development Corporation and The John R. MacAdams Company, Inc. DBA McAdams for a Small Area Plan in a not-to-exceed amount of $89,437; and authorize the Town Manager to execute same on behalf of the Corporation. President Mann seconded the motion. VOTE ON THE MOTION AYES: Mann, Addington, Rybeck, Longo, Borgan NAYES: None ABSENT: Hinshaw, Calaway VOTE: 5-0-2 Page 5 of 15 EDC Meeting Minutes – May 16, 2024 Page 3 ADOURN President Mann adjourned the meeting at 7:16 p.m. _____________________________ John Mann, President ____________________________ John Rybeck, Secretary Page 6 of 15 ECONOMIC DEVELOPMENT CORPORATION 4B COMMUNICATION MEETING DATE: July 15, 2024 FROM: Brandon Wright, Town Manager AGENDA ITEM: Consider approval of the Economic Development Corporation FY 2024-2025 Budget. BACKGROUND/SUMMARY: The Economic Development Corporation (EDC) is required to approve its FY 2025 Budget prior to consideration by the Town Council. Per EDC bylaws, Article IV Functional Corporate Duties and Requirements, Section 2, Annual Corporate Budget, the Board shall adopt a proposed budget of expected revenues and proposed expenditures for the ensuing fiscal year. The attached document includes the EDC budget for how the 0.5% sales tax dedicated to economic development is anticipated to be spent in the upcoming fiscal year. The total proposed revenue for FY 2025 is $675,000 with proposed expenditures of $653,965. Total sales tax revenues collected in FY 2023 were $767,911, and the FY 2025 Budget amount reflects a conservative budgeting approach to anticipated revenues to ensure that revenue collection targets are met and/or exceeded. The total expenditure of $653,965 includes $150,000 anticipated for the Thrive business program. While the total authorized allotment for the Thrive program is $300,000, the full amount is not expected to be spent within the first fiscal year of the program being active. The professional outside services account has been increased from previous years for costs related to the small area plan in the area of Trophy Wood Drive. Legal services were also added to the FY 2025 Budget for ongoing legal fees associated with attempted recapture of amounts owed to the EDC. The process for allocating General Fund costs to the EDC was revised in the FY 2025 Budget. Instead of direct payroll costs being charged to the EDC Fund, 15% of the Town Manager and Assistant to the Town Manager personnel costs plus $10,000 for other administrative functions are set up as a transfer between funds to reimburse the General Fund for the cost of staff support for the economic development function. BOARD REVIEW/CITIZEN FEEDBACK: N/A FISCAL IMPACT: In FY 2025, the proposed revenue amount for the EDC Fund is $675,000, and the proposed expenditure is $653,965. LEGAL REVIEW: N/A ATTACHMENTS: 1. EDC4B Proposed Budget 07-12-24 Page 7 of 15 ACTIONS/OPTIONS: Staff recommends that the Economic Development Corporation Board move to approve the Economic Development Corporation FY 2024-2025 Budget. Page 8 of 15 TOWN OF TROPHY CLUB, TEXAS Annual Program of Services EDC FY 2022  ACTUAL FY 2023  AMENDED FY 2023  ACTUAL FY 2024  AMENDED FY 2024  ESTIMATE FY 2025 PROPOSED FY 2026 PROJECTED FY 2027 PROJECTED Starting Net Position 365,706$       212,994$     681,082$     748,531$     1,246,099$   1,550,959$   1,571,995$  $   1,593,662   Revenue    Sales Tax ‐ General  $       600,000  $     700,000  $     767,911  $     700,000  $       560,885  $       650,000  $     669,500  $       689,585     Interest Income 4,080              500               43,606          500               48,640            25,000            25,750          26,523                Miscellaneous Revenue 53,625            52,625           ‐                     52,625           ‐                        ‐                        ‐                      ‐                        Total Revenue 669,048$       753,125$     811,517$     753,125$     609,525$       675,000$       695,250$     716,108$         Expenses Personnel    Salaries  $                   ‐     $                ‐     $                ‐    $       33,707  $         16,055  $                  ‐     $                ‐     $                  ‐       Overtime ‐                        ‐                      ‐                      ‐                      ‐                        ‐                        ‐                      ‐                           Longevity ‐                        ‐                      ‐                      ‐                      ‐                        ‐                        ‐                      ‐                           Certification Pay ‐                        ‐                      ‐                     180               1,273               ‐                        ‐                      ‐                           Cell Phone Stipend ‐                        ‐                      ‐                     180               75                     ‐                        ‐                      ‐                           Retirement ‐                        ‐                      ‐                     4,453            2,480               ‐                        ‐                      ‐                           Medical Insurance ‐                        ‐                      ‐                     2,164            933                  ‐                        ‐                      ‐                           Dental Insurance ‐                        ‐                      ‐                     185               82                     ‐                        ‐                      ‐                           Vision Insurance ‐                        ‐                      ‐                     39                  17                     ‐                        ‐                      ‐                           Life Insurance & Other ‐                        ‐                      ‐                     248               51                     ‐                        ‐                      ‐                           Social Security Taxes ‐                        ‐                      ‐                     2,090            1,034               ‐                        ‐                      ‐                           Medicare Taxes ‐                        ‐                      ‐                     489               261                  ‐                        ‐                      ‐                           Unemployment Taxes ‐                        ‐                      ‐                     38                   ‐                        ‐                        ‐                      ‐                           Workers' Compensation ‐                        ‐                      ‐                     138               25                     ‐                        ‐                      ‐                           Auto/Housing Allowance ‐                        ‐                      ‐                      ‐                     2                       ‐                        ‐                      ‐                        Total Personnel ‐$                      ‐$                   ‐$              43,909$       22,288$          ‐$                 ‐$               ‐$                    Professional Outside Services  $         15,000  $       50,000  $         5,000  $       50,000  $         50,000  $         80,000  $       82,400  $         84,872     Legal Services ‐                        ‐                      ‐                      ‐                      ‐                       20,000            20,600          21,218                Auditing 5,000              5,000            5,000            5,000            4,269              5,100              5,253            5,411                  Advertising 35,000            25,000          5,658            25,000          4,322              8,000              8,240            8,487                  Legal Notices ‐                        ‐                      ‐                      ‐                      ‐                       1,000              1,030            1,061                  Printing 200                  500                ‐                     500                ‐                       250                 258               265                     Schools & Training 1,000              3,000             ‐                     3,000             ‐                       3,000              3,090            3,183                  Dues & Membership 1,200              2,500             ‐                     2,500            2,500               ‐                        ‐                      ‐                           Travel & Per Diem 750                  2,000             ‐                     2,000            912                 3,000              3,090            3,183                  Office Supplies 200                  500                ‐                     500                ‐                        ‐                        ‐                      ‐                           Miscellaneous Expense 4,000              4,000            2,500            4,000             ‐                        ‐                        ‐                      ‐                           Incentive Programs ‐                        ‐                      ‐                     300,000        ‐                       100,000         103,000       106,090             Thrive Business Grant ‐                        ‐                      ‐                      ‐                      ‐                       150,000         154,500       159,135             Depreciation Expense ‐ EDC ‐                        ‐                     24,691           ‐                      ‐                        ‐                        ‐                      ‐                           Bond Interest ‐                        ‐                     1,333             ‐                      ‐                        ‐                        ‐                      ‐                           Paying Agent Fees 408                  416               800               408               400                 400                 412               424                     Transfer to General Fund 40,000            40,000           ‐                     40,000          40,000            80,752            83,175          85,670                Transfer to General Fund/DSR ‐                        ‐                      ‐                      ‐                      ‐                        ‐                        ‐                      ‐                           Transfer to Debt Service 200,257          201,518       201,518       201,518       202,263         202,463         208,536       214,792          Total Expenses 303,015$       334,434$     246,500$     634,426$     304,665$       653,965$       673,584$     693,791$        Net Increase (Decrease) 366,033$       418,691$     565,016$     118,699$     304,860$       21,035$         21,666$       22,316$          Ending Net Position  $       731,739  $     631,686  $ 1,246,099  $     867,231  $   1,550,959  $   1,571,995  $ 1,593,662  $   1,615,979  POSITION TITLE FY 2023 FY 2024 FY 2025 TOWN MANAGER 1.00 0.15 0.00 TOTAL FTEs 1.00 0.15 0.00 PERSONNEL SCHEDULE 80% Funded by General Fund ‐ 5% Funded by Hotel Occupancy  Fund Page 9 of 15 ECONOMIC DEVELOPMENT CORPORATION 4B COMMUNICATION MEETING DATE: July 15, 2024 FROM: Brandon Wright, Town Manager AGENDA ITEM: Discuss updates from the small area plan meeting held on July 8, 2024. BACKGROUND/SUMMARY: The Economic Development Corporation (EDC) is undertaking a comprehensive small area plan for properties adjacent to State Highway 114 Frontage Road and Trophy Wood Drive. The aim is to redefine the property layout with a focus on various priorities, including enhancing economic resilience, fostering service-based employment, improving overall quality of life, promoting sustainability, enhancing pedestrian safety and walkability, facilitating future development, and addressing area parking needs. In May 2024, the EDC and Town Council both approved a professional services contract with McAdams to undertake the small area plan process. The kick-off meeting was conducted on July 8, 2024. Meetings are anticipated to be conducted every two weeks, and minutes will be made available for the EDC to review and discuss during future meetings. The meeting minutes from the July 8, 2024 Kick-off Meeting are attached for informational purposes. BOARD REVIEW/CITIZEN FEEDBACK: N/A FISCAL IMPACT: The total amount for the Small Area Plan is $89,437, which will be expended from the Economic Development Corporation Fund. LEGAL REVIEW: N/A ATTACHMENTS: 1. 7.8.2024 Kick Off Meeting Meeting Minutes ACTIONS/OPTIONS: This agenda item is being presented for discussion and feedback purposes only. No action will be taken by the Economic Development Corporation Board for this agenda item. Page 10 of 15 SMALL AREA PLAN KICK OFF MEETING > TROPHY CLUB 4400 State Hwy 121, Suite 800, Lewisville, TX 75056 / 972. 436. 9712 creating experiences through experience Location of Meeting: Community Conference Room 302 Town Hall 1 Trophy Wood Drive Trophy Club, TX 76262 ATTENDEES: TOWN STAFF/STAKE HOLDERS > Tamara Smith > Brandon Wright > Joseph Longo > John Ryback > Paul Jablonski DESIGN TEAM > Jameson Pinson > Randi Rivera SUBCONSULTANTS > Jason Claunch AGENDA: JULY 8, 2024 2:00 Introductions 2:15 Project Basics • Communication Preferences o -Bi-weekly PM coordination meeting • Bi-weekly meeting discussed to be at the preferred time of 1:00 p.m. on Tuesdays. • GIS and Data Requests o Site as-builts • A hardcopy of the data request list was handed out during the meeting. • Matt Cox will be the main point of contact for the town concerning data requests. Page 11 of 15 SMALL AREA PLAN KICK OFF MEETING > TROPHY CLUB 4400 State Hwy 121, Suite 800, Lewisville, TX 75056 / 972. 436. 9712 creating experiences through experience • HG Supply Co. developer agreement request was clarified to be information regarding the parking agreement. • Town to work with TXDot, Westlake or Jacob Reinder with Half Associates to obtain HW 114 plans. • McAdams to set up Drop Box or One Drive link for data requests to be uploaded/shared. • o Requests needed for Market Analysis • Catalyst will obtain the majority of information required from online services, but do need planned and active project information. • Tamara to send over latest census information from recent project to Catalyst. 2:30 What does Success Look Like? • Desired outcomes o Town’s 3rd renaissance. Need to plan ahead o Intentional gathering space for community o Place of identity o Intentionally planned and something the Town will be proud of o Vibrancy and activation o Increased sales and property tax o Mitigate leakage o Need for an anchor attraction or public amenity o Signature gateway to Trophy Club o Must have a development theme even with existing properties o Branding will be extremely important to create draw o Take advantage of the HW114 frontage (47k VPD) o Plan for golf cart and pedestrian usage o Increase pedestrian connections to the west from neighborhood. o Add a park setting o Cozy friendly community atmosphere o Need for vertical mixed use o Appropriate density (rentals won’t be ideal) o Coordinated infrastructure o Area parking • Relationship to the Strategic Plan o Ensure plan has touch points to the strategic plan Page 12 of 15 SMALL AREA PLAN KICK OFF MEETING > TROPHY CLUB 4400 State Hwy 121, Suite 800, Lewisville, TX 75056 / 972. 436. 9712 creating experiences through experience • Quality of Life (beautification and sense of place) • Support thriving businesses • Take advantage of new infrastructure • • Issues/Constraints/Opportunities/Competition o HW 114 frontage both an opportunity and constraint • Work with new off ramp location • 47,000 vpd • Direct access to 114 • High visibility to 114 o Working around existing facilities o No additional pedestrian paths to the planning area o Fragmented Ownership o Private Drive behind dentist and hutchins o Opportunity to increase brand o Opportunity to play off great tenants such as Hutchins BBQ and HG Supply and Town Hall o Opportunity to create an environment to foster existing business to be successful long term • Character of Project o Height/Scale o Density o Uses o Desired Site Elements o Tenants • Project Vision Statement o McAdams to draft a project vision statement and send to Town for final comments and approval. • Guiding principles for project to follow. o Town to discuss possible project names. 3:15 Public Outreach Approach and Milestones • Current Trophy Club Dynamics • Best Practices for Outreach in Trophy Club • Related to stake holder meetings: • Both the town and consultant will meeting jointly with stakeholders. • Town will send out a letter to notify property owners of project and forthcoming meetings (approximately 10) Page 13 of 15 SMALL AREA PLAN KICK OFF MEETING > TROPHY CLUB 4400 State Hwy 121, Suite 800, Lewisville, TX 75056 / 972. 436. 9712 creating experiences through experience • Meetings will be directed toward property owners rather than tenants. • McAdams to send a preliminary list of stakeholder meeting questions ahead of next Tuesday’s meeting • Related to Public Engagement: • Discussed the following engagement strategies: • In Person Open House meeting at Town Hall (2 hours) • Work with Jill in communications department to advertise engagement meetings. • Possibly conducting an online open house participation through plat form such as Pin Point Social. • Online survey was also discussed to help direct public toward desired helpful answers. • Discussed ways to have EDC push engagement with the public. Was suggested to have public input time regarding project during public EDC meetings. 3:30 Breakout into Subgroups (pairs of 3) • (3) success factors • (3) constraints • (3) opportunities • Discussed in open session. See above 2:30 session notes 3:45 Schedule and Next Steps • McAdams to: • Deliver meeting minutes • Set up drop box or one drive link for data requests • Send prior to next Tuesday’s meeting a first draft of Project Vision • Draft strategy for engagement process. • Trophy Club to: • Work on obtaining data requests delivered via hardcopy during the meeting. • Send letter to property owners to notify of forthcoming meetings. • EDC members attending meeting will bring remaining members up to speed via meeting minutes. • Review and approve/finalize Project Vision Statement upon receipt of draft. Page 14 of 15 SMALL AREA PLAN KICK OFF MEETING > TROPHY CLUB 4400 State Hwy 121, Suite 800, Lewisville, TX 75056 / 972. 436. 9712 creating experiences through experience • Bring potential project names to next Tuesday Meeting. • 4:00 Site Walk Page 15 of 15