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05-15-2024 (WEDC) Agenda Packet P a g e | 1 Wylie Economic Development Corporation Board Regular Meeting May 15, 2024 – 7:30 AM WEDC Office Conference Room - 250 South Highway 78, Wylie, Texas 75098 CALL TO ORDER INVOCATION & PLEDGE OF ALLEGIANCE COMMENTS ON NON-AGENDA ITEMS Any member of the public may address Board regarding an item that is not listed on the Agenda. Members of the public must fill out a form prior to the meeting in order to speak. Board requests that comments be limited to three minutes for an indiv idual, six minutes for a group. In addition, Board is not allowed to converse, deliberate or take action on any matter presented during citizen participation. CONSENT AGENDA All matters listed under the Consent Agenda are considered to be routine by the Board and wi ll be enacted by one motion. There will not be separate discussion of these items. If discussion is desired, that item will be removed from the Consent Ag enda and will be considered separately. A. Consider and act upon approval of Minutes from the April 17, 2024 Regular Meeting of the WEDC Board of Directors. B. Consider and act upon approval of the April 2024 WEDC Treasurer's Report. DISCUSSION ITEMS DS1. Discuss issues surrounding the FY 2024-2025 WEDC Budget. DS2. Discussion regarding ICSC. DS3. Staff report: WEDC Property Update, Temporary Access Agreements, Downtown Parking, Engineering Report, Upcoming Events, and WEDC Activities/Programs. EXECUTIVE SESSION Sec. 551.072. DELIBERATION REGARDING REAL PROPERTY; CLOSED MEETING. A governmental body may conduct a closed meeting to deliberate the purchase, exchange, lease, or value of real property if deliberation in an open meeting would have a detrimental effect on its negotiating position. ES1. Consider the sale or acquisition of properties located at Brown/Eubanks, FM 544/Cooper, FM 544/Sanden, Jackson/Oak, Regency/Steel, and State Hwy 78/Brown. Sec. 551.087. DELIBERATION REGARDING ECONOMIC DEVELOPMENT NEGOTIATIONS; CLOSED MEETING. 1 P a g e | 2 This chapter does not require a governmental body to conduct an open meeting: (1) to discuss or deliberate regarding commercial or financial information that the governmental body has received from a business prospect that the governmental body seeks to have locate, stay, or expand in or near the territory of the governmental body and with which the governmental body is conducting economic development negotiations; or (2) to deliberate the offer of a financial or other incentive to a business prospect described by Subdivision (1). ES2. Deliberation regarding commercial or financial information that the WEDC has received from a business prospect and to discuss the offer of incentives for Projects: 2022-1c, 2022-10c, 2023-1c, 2023-2d, 2023-5c, 2023-9b, 2023-11b, 2024-1c, 2024-2d, 2024-3a, 2024-3b, 2024-4c, 2024-4e, 2024-5a, 2024-5b, 2024-5c, and 2024-5d. RECONVENE INTO OPEN SESSION Take any action as a result from Executive Session. FUTURE AGENDA ITEMS ADJOURNMENT CERTIFICATION I certify that this Notice of Meeting was posted on May 10, 2024 at 5:00 p.m. on the outside bulletin board at Wylie City Hall, 300 Country Club Road, Building 100, Wylie, Texas, a place convenient and readily accessible to the public at all times. ___________________________ ___________________________ Stephanie Storm, City Secretary Date Notice Removed The Wylie Municipal Complex is wheelchair accessible. Sign interpretation or other special assistance for disabled attendees must be requested 48 hours in advance by contacting the City Secretary’s Office at 972.516.6020. Hearing impaired devices are available from the City Secretary prior to each meeting. If during the course of the meeting covered by this notice, the Board should determine that a closed or executive meeting or session of the Board or a consultation with the attorney for the City should be held or is required, then such closed or executive meeting or session or consultation with attorney as authorized by the Texas Open Meetings Act, Texas Government Code § 551.001 et. seq., will be held by the Board at the date, hour and place given in this notice as the Board may conveniently meet in such closed or executive meeting or session or consult with the attorney for the City concerning any and all subjects and for any and all purposes permitted by the Act, including, but not limited to, the following sanctions and purposes: Texas Government Code Section: § 551.071 – Private consultation with an attorney for the City. § 551.072 – Discussing purchase, exchange, lease or value of real property. § 551.073 – Discussing prospective gift or donation to the City. § 551.074 – Discussing personnel or to hear complaints against personnel. § 551.076 – Discussing deployment of security personnel or devices or security audit. § 551.087 – Discussing certain economic development matters. 2 Minutes Wylie Economic Development Corporation Board of Directors Regular Meeting April 17, 2024 – 7:30 A.M. WEDC Offices – Conference Room 250 S Hwy 78 – Wylie, TX 75098 CALL TO ORDER Announce the presence of a Quorum President Melisa Whitehead called the meeting to order at 7:31 a.m. Board Members present were Whitney McDougall, Blake Brininstool, and Demond Dawkins. Deputy City Manager Renae’ Ollie was present. WEDC staff present included Executive Director Jason Greiner, Assistant Director Rachael Hermes, BRE Director Angel Wygant, Administrative Assistant Marissa Butts, and Marketing & Communications Coordinator Will Kelly. INVOCATION & PLEDGE OF ALLEGIANCE Angel Wygant gave the invocation and led the Pledge of Allegiance. COMMENTS ON NON-AGENDA ITEMS With no citizen participation, President Whitehead moved to Consent Agenda. CONSENT AGENDA _______ All matters listed under the Consent Agenda are considered to be routine by the WEDC Board of Directors and will be enacted by one motion. There will not be a separate discussion of these items. If discussion is desired, that item will be removed from the Consent Agenda and will be considered separately. A. Consider and act upon approval of Minutes from March 20, 2024, Regular Meeting of the WEDC Board of Directors. B. Consider and act upon approval of the March 2024 WEDC Treasurer’s Report. Board Action A motion was made by Blake Brininstool, seconded by Demond Dawkins, to approve the Consent Agenda as presented. A vote was taken, and the motion passed 4-0. REGULAR AGENDA 1. Consider and act upon issues surrounding Board Seat Appointments. Staff Comments Staff brought this item to the Board for consideration of appointment to the vacant seat of Vice President of the WEDC Board. The Board discussed the WEDC Bylaws that outline the process for 3 05/15/2024 Item A. WEDC – Minutes April 17, 2024 Page 2 of 3 the selection of officers and any interest to serve as the Vice President of the WEDC Board. President Whitehead inquired if Immediate Past President, Demond Dawkins, would consider filling the seat, as he has prior experience as the Vice President and President of the WEDC Board. Ex-Officio Mayor Mathew Porter arrived at 7:34 a.m. during the consideration of Regular Agenda Item 1. Board Action A motion was made by Melisa Whitehead, seconded by Blake Brininstool, to appoint Demond Dawkins to serve as Vice President of the WEDC Board of Directors. A vote was taken, and the motion passed 4-0. 2. Consider and act upon a Fourth Amendment to the Purchase and Sale Agreement between the WEDC and McClure Partners Construction Company. Staff Comments Staff presented a Fourth Amendment to the Purchase and Sale Agreement with McClure Partners Construction Company extending the Inspection Period deadline by 90 days. This extension will allow the WEDC time to finalize the engineering plans, install TxDOT improvements, and get started on the installation of the public infrastructure and fire lanes for Cooper Plaza. Vice President Dawkins stepped out during Regular Agenda Item 2 at 7:40 a.m. Board Action A motion was made by Blake Brininstool, seconded by Whitney McDougall, to approve a Fourth Amendment to the Purchase and Sale Agreement between the WEDC and McClure Partners Construction Company and further authorize the Board President or his/her designee to execute said agreement. A vote was taken, and the motion passed 3-0. Vice President Dawkins returned after the Board took action on Regular Agenda Item 2 at 7:41 a.m. President Whitehead moved on to Discussion Items and will consider Regular Agenda Item 3 after Executive Session. DISCUSSION ITEMS ______ DS1. Staff report: WEDC Property Update, Temporary Access Agreements, Downtown Parking, Engineering Report, Upcoming Events, and WEDC Activities/Programs. Staff Comments Staff referred the Board to the Agenda Report provided in the packet for all updates related to WEDC Property Update, Temporary Access Agreements, Downtown Parking, Engineering Report, Upcoming Events, and WEDC Activities/Programs. Staff collected attendance confirmations from the Board for upcoming events. The Board then discussed rescheduling the WEDC Board Retreat/Work Session to June 14th and scheduling a joint work session with Wylie City Council on May 14th. Related to Property Management, staff noted that the tenant at 305 S Ballard recently vacated and the property will be scheduled for demolition soon. Additionally, the Board reviewed a drainage analysis of Regency Business Park and reviewed the necessary steps associated with unlocking 11 acres of buildable acreage. 4 05/15/2024 Item A. WEDC – Minutes April 17, 2024 Page 3 of 3 EXECUTIVE SESSION Recessed into Closed Session at 8:13 a.m. in compliance with Section 551.001, et. seq. Texas Government Code, to wit: Sec. 551.072. DELIBERATION REGARDING REAL PROPERTY; CLOSED MEETING. ES1. Consider the sale or acquisition of properties located at Brown/Eubanks, FM 544/Cooper, FM 544/Sanden, Jackson/Oak, Regency/Steel, and State Hwy 78/Brown. Sec. 551.074. PERSONNEL MATTERS; CLOSED MEETING. Sec. 551.087. DELIBERATION REGARDING ECONOMIC DEVELOPMENT NEGOTIATIONS; CLOSED MEETING. ES2. Deliberation regarding commercial or financial information that the WEDC has received from a business prospect and to discuss the offer of incentives for Projects: 2013-9a, 2022-1c, 2022-10c, 2023-1a, 2023-2d, 2023-5b, 2023-9b, 2024-1a, 2024-1c, 2024-3a, 2024-3b, 2024-4a, 2024-4b, and 2024-4c. RECONVENE INTO OPEN SESSION Take any action as a result of the Executive Session. President Whitehead reconvened into Open Session at 8:57 a.m. and then moved to consider and take action on Regular Agenda Item 3. 3. Consider and act upon FY 2023-2024 Midyear Budget Amendments. Board Action A motion was made by Blake Brininstool, seconded by Demond Dawkins, to approve the FY 2023- 2024 Midyear Budget Amendments. A vote was taken, and the motion passed 4-0. FUTURE AGENDA ITEMS There were no Items requested for inclusion on future agendas. ADJOURNMENT With no further business, President Whitehead adjourned the WEDC Board meeting at 8:58 a.m. __________________________________ Melisa Whitehead, President ATTEST: __________________________________ Jason Greiner, Executive Director 5 05/15/2024 Item A. Wylie Economic Development Board AGENDA REPORT Page 1 of 1 Meeting Date: May 15, 2024 Item Number: B Prepared By: Jason Greiner Subject Consider and act upon approval of the April 2024 WEDC Treasurer’s Report. Recommendation Motion to approve the April 2024 WEDC Treasurer’s Report. Presented for the Board’s review and approval is the April 2024 Treasurer’s Report detailing the month and year-to-date financial transactions and performance against budget. In this report, you will find the Revenue and Expense Report, Statement of Net Position, Balance Sheet, Sales Tax Report, and Performance Agreement Summary. REVENUES: Sales Tax Revenue earned in February allocated in April, was $341,335.06, an increase of 10.09% over the same period in 2023. EXPENSES: Incentives $ 650,000 CLF II LI Wylie Owner/Lovett Industrial (Incentive 1 of 2) $ 15,000 Dank Real Estate/Deanan Gourmet Popcorn (Incentive 2 of 2) Special Services- Real Estate $ 52,500 Intercon Demolition (1001/1011 Squire) Engineering/Architectural $16,054.49 Elm Creek Environmental LLC – VCP Brown Street Properties $85,216.98 Kimley-Horn & Associates, Inc. – All Projects $ 7,200.00 Roome Land Surveying 6 05/15/2024 Item B. 5/10/2024 11:06:33 AM Page 1 of 3 April Rev/Exp Report Account Summary For Fiscal: 2023-2024 Period Ending: 04/30/2024 Fiscal Activity Variance Favorable (Unfavorable) Percent Remaining Current Total Budget Period Activity Original Total Budget Fund: 111 - WYLIE ECONOMIC DEVEL CORP Revenue SALES TAX 4,536,561.00 1,953,265.47 -2,583,295.53 56.94 %341,335.06111-4000-40210 4,536,561.00 ALLOCATED INTEREST EARNINGS 112,000.00 304,625.63 192,625.63 271.99 %43,327.83111-4000-46110 112,000.00 RENTAL INCOME 48,600.00 26,280.65 -22,319.35 45.92 %1,400.00111-4000-48110 48,600.00 MISCELLANEOUS INCOME 1,250.00 1,947.08 697.08 155.77 %0.00111-4000-48410 0.00 GAIN/(LOSS) SALE OF CAP ASSETS 2,655,970.00 -276,384.36 -2,932,354.36 110.41 %0.00111-4000-48430 2,655,970.00 Revenue Total:2,009,734.47386,062.897,353,131.00 7,354,381.00 -5,344,646.53 72.67% Expense SALARIES 460,570.00 215,263.12 245,306.88 53.26 %29,971.65111-5611-51110 440,500.00 OVERTIME 0.00 871.40 -871.40 0.00 %0.00111-5611-51130 0.00 LONGEVITY PAY 1,200.00 1,092.00 108.00 9.00 %0.00111-5611-51140 1,200.00 TMRS 71,611.00 31,375.65 40,235.35 56.19 %4,303.64111-5611-51310 68,500.00 HOSPITAL & LIFE INSURANCE 81,169.00 35,047.06 46,121.94 56.82 %5,018.12111-5611-51410 81,000.00 LONG-TERM DISABILITY 1,714.00 351.00 1,363.00 79.52 %58.50111-5611-51420 1,600.00 FICA 28,245.00 12,438.87 15,806.13 55.96 %1,690.04111-5611-51440 27,000.00 MEDICARE 6,691.00 2,909.09 3,781.91 56.52 %395.25111-5611-51450 6,400.00 WORKERS COMP PREMIUM 2,100.00 1,137.35 962.65 45.84 %0.00111-5611-51470 2,100.00 UNEMPLOYMENT COMP (TWC)1,600.00 64.68 1,535.32 95.96 %16.84111-5611-51480 1,600.00 OFFICE SUPPLIES 5,000.00 2,261.06 2,738.94 54.78 %259.89111-5611-52010 5,000.00 POSTAGE & FREIGHT 300.00 158.40 141.60 47.20 %0.00111-5611-52040 300.00 FOOD SUPPLIES 3,000.00 1,491.33 1,508.67 50.29 %215.41111-5611-52810 3,000.00 FURNITURE & FIXTURES 2,500.00 -193.05 2,693.05 107.72 %0.00111-5611-54610 2,500.00 COMPUTER HARD/SOFTWARE 7,650.00 2,299.98 5,350.02 69.93 %0.00111-5611-54810 7,650.00 INCENTIVES 1,929,250.00 1,015,000.00 914,250.00 47.39 %665,000.00111-5611-56030 1,929,250.00 SPECIAL SERVICES 37,270.00 10,200.00 27,070.00 72.63 %9,160.00111-5611-56040 37,270.00 SPECIAL SERVICES-REAL ESTATE 234,500.00 95,129.64 139,370.36 59.43 %57,258.72111-5611-56041 234,500.00 SPECIAL SERVICES-INFRASTRUCTURE 10,324,000.00 6,101.36 10,317,898.64 99.94 %0.00111-5611-56042 10,324,000.00 ADVERTISING 226,125.00 84,355.05 141,769.95 62.70 %13,283.43111-5611-56080 226,125.00 COMMUNITY DEVELOPMENT 66,200.00 25,910.11 40,289.89 60.86 %3,477.94111-5611-56090 64,950.00 COMMUNICATIONS 7,900.00 2,878.45 5,021.55 63.56 %492.27111-5611-56110 7,900.00 RENTAL 27,000.00 15,750.00 11,250.00 41.67 %4,500.00111-5611-56180 27,000.00 TRAVEL & TRAINING 73,000.00 36,358.95 36,641.05 50.19 %1,455.81111-5611-56210 73,000.00 DUES & SUBSCRIPTIONS 60,733.00 48,460.09 12,272.91 20.21 %6,822.68111-5611-56250 60,733.00 INSURANCE 6,800.00 5,653.11 1,146.89 16.87 %0.00111-5611-56310 6,800.00 AUDIT & LEGAL SERVICES 23,000.00 21,750.03 1,249.97 5.43 %8,004.36111-5611-56510 23,000.00 ENGINEERING/ARCHITECTURAL 530,175.00 312,569.67 217,605.33 41.04 %108,471.47111-5611-56570 530,175.00 UTILITIES-ELECTRIC 2,400.00 1,173.69 1,226.31 51.10 %340.19111-5611-56610 2,400.00 PRINCIPAL PAYMENT 600,096.00 322,447.87 277,648.13 46.27 %25,478.95111-5611-57410 600,096.00 INTEREST EXPENSE 631,902.00 340,490.80 291,411.20 46.12 %21,460.90111-5611-57415 631,902.00 LAND-PURCHASE PRICE 1,000,000.00 7,079.00 992,921.00 99.29 %0.00111-5611-58110 1,000,000.00 CONTRA CAPITAL OUTLAY 0.00 -7,079.00 7,079.00 0.00 %0.00111-5611-58995 0.00 Expense Total:2,650,796.76967,136.0616,427,451.00 16,453,701.00 13,802,904.24 83.89% Fund: 111 - WYLIE ECONOMIC DEVEL CORP Surplus (Deficit):-641,062.29-581,073.17-9,074,320.00 -9,099,320.00 8,458,257.71 92.95% Report Surplus (Deficit):-581,073.17 -641,062.29-9,074,320.00 -9,099,320.00 8,458,257.71 92.95% 7 05/15/2024 Item B. Budget Report For Fiscal: 2023-2024 Period Ending: 04/30/2024 5/10/2024 11:06:33 AM Page 2 of 3 Group Summary Fiscal Activity Variance Favorable (Unfavorable) Period ActivityAccount Typ… Current Total Budget Original Total Budget Percent Remaining Fund: 111 - WYLIE ECONOMIC DEVEL CORP Revenue 2,009,734.47386,062.897,353,131.00 7,354,381.00 -5,344,646.53 72.67% Expense 2,650,796.76967,136.0616,427,451.00 16,453,701.00 13,802,904.24 83.89% -641,062.29-581,073.17-9,074,320.00 -9,099,320.00 8,458,257.71Fund: 111 - WYLIE ECONOMIC DEVEL CORP Surplus (Deficit):92.95% Report Surplus (Deficit):-581,073.17 -641,062.29-9,074,320.00 -9,099,320.00 8,458,257.71 92.95% 8 05/15/2024 Item B. Budget Report For Fiscal: 2023-2024 Period Ending: 04/30/2024 5/10/2024 11:06:33 AM Page 3 of 3 Fund Summary Fiscal Activity Variance Favorable (Unfavorable)Fund Period Activity Current Total Budget Original Total Budget 111 - WYLIE ECONOMIC DEVEL CORP -641,062.29-581,073.17-9,074,320.00 -9,099,320.00 8,458,257.71 Report Surplus (Deficit):-581,073.17 -641,062.29-9,074,320.00 -9,099,320.00 8,458,257.71 9 05/15/2024 Item B. Wylie Economic Development Corporation Statement of Net Position As of April 30, 2024 Assets Cash and cash equivalents 13,079,122.17$ Receivables 717,000.00$ Note 1 Inventories 14,645,353.88$ Prepaid Items -$ Total Assets 28,441,476.05$ Deferred Outflows of Resources Pensions 114,336.55$ Total deferred outflows of resources 114,336.55$ Liabilities Accounts Payable and other current liabilities 19,592.36$ Unearned Revenue 1,200.00$ Note 2 Non current liabilities: Due within one year 338,763.13$ Note 3 Due in more than one year 15,136,816.48$ Total Liabilities 15,496,371.97$ Deferred Inflows of Resources Pensions (8,336.41)$ Total deferred inflows of resources (8,336.41)$ Net Position Net investment in capital assets -$ Unrestricted 13,051,104.22$ Total Net Position 13,051,104.22$ Note 1: Includes incentives in the form of forgivable loans for $67,000 (Glen Echo), $450,000 (Phoenix Ascending), and $200,000 (MLKJ) Note 2: Deposits from rental property Note 3: Liabilities due within one year includes compensated absences of $32,301 10 05/15/2024 Item B. 5/10/2024 11:06:16 AM Page 1 of 3 Balance Sheet Account Summary As Of 04/30/2024 Account Name Balance Fund: 111 - WYLIE ECONOMIC DEVEL CORP Assets 111-1000-10110 CLAIM ON CASH AND CASH EQUIV.13,418,457.23 111-1000-10115 CASH - WEDC - INWOOD 0.00 111-1000-10135 ESCROW 0.00 111-1000-10180 DEPOSITS 2,000.00 111-1000-10198 OTHER - MISC CLEARING 0.00 111-1000-10341 TEXPOOL 0.00 111-1000-10343 LOGIC 0.00 111-1000-10481 INTEREST RECEIVABLE 0.00 111-1000-11511 ACCTS REC - MISC 0.00 111-1000-11517 ACCTS REC - SALES TAX 0.00 111-1000-12810 LEASE PAYMENTS RECEIVABLE 0.00 111-1000-12950 LOAN PROCEEDS RECEIVABLE 0.00 111-1000-12996 LOAN RECEIVABLE 0.00 111-1000-12997 ACCTS REC - JTM TECH 0.00 111-1000-12998 ACCTS REC - FORGIVEABLE LOANS 717,000.00 111-1000-14112 INVENTORY - MATERIAL/ SUPPLY 0.00 111-1000-14116 INVENTORY - LAND & BUILDINGS 14,645,353.88 111-1000-14118 INVENTORY - BAYCO/ SANDEN BLVD 0.00 111-1000-14310 PREPAID EXPENSES - MISC 0.00 111-1000-14410 DEFERRED OUTFLOWS 1,153,500.00 29,936,311.11Total Assets:29,936,311.11 Liability 111-2000-20110 FEDERAL INCOME TAX PAYABLE 0.00 111-2000-20111 MEDICARE PAYABLE 0.00 111-2000-20112 CHILD SUPPORT PAYABLE 0.00 111-2000-20113 CREDIT UNION PAYABLE 0.00 111-2000-20114 IRS LEVY PAYABLE 0.00 111-2000-20115 NATIONWIDE DEFERRED COMP 0.00 111-2000-20116 HEALTH INSUR PAY-EMPLOYEE 4,072.13 111-2000-20117 TMRS PAYABLE 6,247.23 111-2000-20118 ROTH IRA PAYABLE 0.00 111-2000-20119 WORKERS COMP PAYABLE 0.00 111-2000-20120 FICA PAYABLE 0.00 111-2000-20121 TEC PAYABLE 0.00 111-2000-20122 STUDENT LOAN LEVY PAYABLE 0.00 111-2000-20123 ALIMONY PAYABLE 0.00 111-2000-20124 BANKRUPTCY PAYABLE 0.00 111-2000-20125 VALIC DEFERRED COMP 0.00 111-2000-20126 ICMA PAYABLE 0.00 111-2000-20127 EMP. LEGAL SERVICES PAYABLE 0.00 111-2000-20130 FLEXIBLE SPENDING ACCOUNT 5,912.36 111-2000-20131 EDWARD JONES DEFERRED COMP 0.00 111-2000-20132 EMP CARE FLITE 12.00 111-2000-20133 Unemployment Comp Payable -492.11 111-2000-20151 ACCRUED WAGES PAYABLE 0.00 111-2000-20180 ADDIT EMPLOYEE INSUR PAY 92.32 111-2000-20199 MISC PAYROLL PAYABLE 0.00 111-2000-20201 AP PENDING 3,748.43 111-2000-20210 ACCOUNTS PAYABLE 0.00 111-2000-20530 PROPERTY TAXES PAYABLE 0.00 111-2000-20540 NOTES PAYABLE 1,153,500.00 111-2000-20810 DUE TO GENERAL FUND 0.00 11 05/15/2024 Item B. Balance Sheet As Of 04/30/2024 5/10/2024 11:06:16 AM Page 2 of 3 Account Name Balance 111-2000-22270 DEFERRED INFLOW 0.00 111-2000-22275 DEF INFLOW - LEASE PRINCIPAL 0.00 111-2000-22280 DEFERRED INFLOW - LEASE INT 0.00 111-2000-22915 RENTAL DEPOSITS 1,200.00 1,174,292.36Total Liability: Equity 111-3000-34110 FUND BALANCE - RESERVED 0.00 111-3000-34590 FUND BALANCE-UNRESERV/UNDESIG 29,403,081.04 29,403,081.04Total Beginning Equity: 2,009,734.47Total Revenue 2,650,796.76Total Expense -641,062.29Revenues Over/Under Expenses Total Liabilities, Equity and Current Surplus (Deficit):29,936,311.11 28,762,018.75Total Equity and Current Surplus (Deficit): 12 05/15/2024 Item B. Balance Sheet As Of 04/30/2024 5/10/2024 11:06:16 AM Page 3 of 3 Account Name Balance Fund: 922 - GEN LONG TERM DEBT (WEDC) Assets 0.00Total Assets:0.00 Liability 922-2000-28248 GOVCAP LOAN/SERIES 2022 7,556,077.29 7,556,077.29Total Liability: Total Liabilities, Equity and Current Surplus (Deficit):7,556,077.29 0.00Total Equity and Current Surplus (Deficit): *** FUND 922 OUT OF BALANCE ***-7,556,077.29 ***Warning: Account Authorization is turned on. Please run the Unauthorized Account Listing Report to see if you are out of balance due to missing accounts *** 13 05/15/2024 Item B. MONTH FY 2021 FY 2022 FY 2023 FY 2024 DECEMBER 235,381.33$ 263,577.66$ 338,726.54$ 374,686.38$ 35,959.83$ 10.62% JANUARY 262,263.52$ 326,207.92$ 368,377.73$ 393,994.39$ 25,616.67$ 6.95% FEBRUARY 456,571.35$ 417,896.79$ 480,381.11$ 265,491.94$ (214,889.17)$ -44.73% MARCH 257,187.91$ 305,605.50$ 313,686.17$ 577,757.71$ 264,071.54$ 84.18% APRIL 221,881.55$ 265,773.80$ 310,050.94$ 341,335.06$ 31,284.12$ 10.09% MAY 400,371.70$ 401,180.20$ 434,878.33$ -$ JUNE 290,586.92$ 343,371.26$ 330,236.89$ -$ JULY 314,559.10$ 331,432.86$ 379,162.00$ -$ AUGUST 390,790.76$ 429,696.16$ 448,253.70$ -$ SEPTEMBER 307,681.15$ 337,512.61$ 371,880.65$ -$ OCTOBER 326,382.38$ 346,236.36$ 377,466.67$ -$ NOVEMBER 411,813.32$ 392,790.84$ 458,694.91$ -$ Sub-Total 3,875,470.98$ 4,161,281.96$ 4,611,795.64$ 1,953,265.48$ 142,042.98$ 13.42% Total 3,875,470.98$ 4,161,281.96$ 4,611,795.64$ 1,953,265.48$ 142,042.98$ 13.42% *** Sales Tax collections typically take 2 months to be reflected as Revenue. SlsTx receipts are then accrued back 2 months. Example: April SlsTx Revenue is actually February SlsTx and is therefore the 4th allocation in FY24. DIFF 23 vs. 24 % DIFF 23 vs. 24 Wylie Economic Development Corporation SALES TAX REPORT April 30, 2024 BUDGETED YEAR $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 WEDC Sales Tax Analysis 2023 2024 14 05/15/2024 Item B. PERFORMANCE AGREEMENTS FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 LUV-ROS 10,000.00$ -$ -$ -$ -$ -$ -$ 10,000.00$ 10,000.00$ A AMERICAN ENTITLEMENTS II 35,000.00$ 25,000.00$ 10,000.00$ -$ -$ -$ 10,000.00$ -$ 35,000.00$ NORTH DALLAS WYLIE LAND 120,000.00$ 20,000.00$ -$ -$ -$ -$ -$ 100,000.00$ 120,000.00$ AXL 65,000.00$ 9,250.00$ 9,250.00$ -$ -$ -$ 9,250.00$ 46,500.00$ 65,000.00$ GLEN ECHO BREWING 100,000.00$ 50,000.00$ 30,000.00$ 20,000.00$ -$ -$ 50,000.00$ -$ 100,000.00$ B MLKJ 80,000.00$ -$ 40,000.00$ 40,000.00$ -$ -$ 80,000.00$ -$ 80,000.00$ C CLF II LI WYLIE (LOVETT)1,300,000.00$ 650,000.00$ 650,000.00$ -$ -$ -$ 650,000.00$ -$ 1,300,000.00$ DEANAN/DANK 30,000.00$ 15,000.00$ -$ -$ -$ -$ -$ 15,000.00$ 30,000.00$ FIREWATER 300,000.00$ 100,000.00$ -$ -$ -$ -$ -$ 200,000.00$ 300,000.00$ PHOENIX ASCENDING -$ -$ -$ -$ -$ -$ -$ -$ -$ D SANDEN INTERNATIONAL 500,000.00$ 300,000.00$ 200,000.00$ -$ -$ -$ 200,000.00$ -$ 500,000.00$ 2,540,000.00$ 1,169,250.00$ 939,250.00$ 60,000.00$ -$ -$ 999,250.00$ 371,500.00$ 2,540,000.00$ Deferred Out Flow 1,153,500.00$ A. Performance Agreeement ($10,000) and Forgiveable Land Grant ($60,000 forgiven over 3 years). $20,000/year in 2022, 2023, & 2024. B. Performance Agreeement ($100,000) and Forgiveable Land Grant ($100,000 forgiven over 3 years). $33,000 CO, $33,000 in 2025, and $34,000 in 2026. C. Performance Agreeement ($80,000) and Forgiveable Land Grant ($200,000 forgiven over 3 years). $50,000 CO & $50,000/year in 2025, 2026, & 2027. D. Forgiveable Land Grant ($450,000 forgiven over 4 years). $112,500 CO & $112,500/year in 2026, 2027, & 2028. Wylie Economic Development Corporation PERFORMANCE AGREEMENT REPORT April 30, 2024 TOTAL INCENTIVE REMAINING AFTER CURRENT FY PREVIOUS FY PAYMENTS TOTAL INCENTIVE 15 05/15/2024 Item B. Wylie Economic Development Board AGENDA REPORT Page 1 of 1 Meeting Date: May 15, 2024 Item Number: DS1 Prepared By: Jason Greiner (Staff Use Only) Subject Discuss issues surrounding the FY 2024-2025 WEDC Budget. Recommendation No action is requested by staff for this item. Discussion Staff will discuss the FY 2024-2025 WEDC Budget and the approved Budget Calendar for the City of Wylie. Notable Dates: June 19th June WEDC Board Meeting June 25th Budget Work Session with City Council (GF, UF, and 4B) July 9th Budget Work Session with City Council (All Funds) July 17th July WEDC Board Meeting July 23rd Final Budget Work Session with City Council August 5th Proposed Budget Available to the Public and Filed with the City Secretary August 27th Public Hearing of FY 2025 Budget/Adopt Budget As the Board is aware, President Whitehead and Vice President Dawkins were appointed to the Budget Committee on March 20, 2024. Staff would like to schedule at least one Budget Committee Meeting prior to the June 19th WEDC Board Meeting to review and discuss the FY 2024-2025 WEDC Budget. 16 05/15/2024 Item DS1. Wylie Economic Development Board AGENDA REPORT Page 1 of 1 Meeting Date: May 15, 2024 Item Number: DS2 Prepared By: Jason Greiner Subject Discussion regarding ICSC events. Recommendation No action is requested by staff for this item. Discussion Staff will lead a discussion about the upcoming ICSC events. ICSC Las Vegas May 19 – May 21, 2024 Sunday, May 19  1:00 – 4:30 pm – Professional Development Workshops Monday, May 20  8:00 am – 5:00 pm – Exhibit Hall Open  10:00 am – 4:30 pm - Sessions Tuesday, May 21  8:00 am – 3:00 pm – Exhibit Hall Open  10:00 am – 11:45 am - Sessions For more information follow the link to the ICSC Event Page. 17 05/15/2024 Item DS2. Wylie Economic Development Board AGENDA REPORT Page 1 of 4 Meeting Date: May 15, 2024 Item Number: DS3 Prepared By: Jason Greiner Subject Staff report: WEDC Property Update, Temporary Access Agreements, Downtown Parking, Engineering Report, Upcoming Events, and WEDC Activities/Programs. Recommendation No action is requested by staff on this item. Discussion WEDC Property Update: Property Management  Staff is coordinating photography at 104 S Ballard prior to demolition.  Staff has received a bid for demolition at 305 S Ballard and is in the process of utility disconnection, public safety training, and will move to demolition as soon as possible.  The tenant at 100 W Oak has vacated the building. Staff will schedule utility disconnects, public safety training, and demolition as soon as possible.  Staff has been in communication with the former tenant of 106 N Birmingham, 605 Commerce/Suite 200, and 908 Kirby regarding payment of past due rent.  The Cross Church has requested use of WEDC property at Hwy 78/Brown for parking of carnival trailers from June 10th-18th. Staff will work to determine if this is feasible based upon feedback at the upcoming Preconstruction Meeting on May 15th. This will be dependent upon the mobilization of crews for the TxDOT improvements at this location.  Ongoing maintenance of properties continues. Listing Agreement – Segovia Partners (SP)  SP has continued to market developable properties and has engaged with potential users/developers.  SP worked on appointment coordination for ICSC.  Staff will provide project updates as needed in Executive Session. Downtown Parking:  KH prepared additional exhibits for negotiations with railroad on ROW.  KH is waiting on the City of Wylie downtown project for the regional drainage solution.  Staff will provide additional updates in Executive Session. 18 05/15/2024 Item DS3. Page 2 of 4 Downtown & SBO Property Concepts:  KH to prepare concept layout for 503-701 S Ballard. Waiting on existing plat/survey data. Engineering Report: Design & Engineering - 544 Gateway Addition – Kimley Horn (KH)  City and TxDOT approval has been received and a pre-construction meeting was held on May 8 with the City and contractor. Construction to begin imminently (exact date TBD).  KH will provide a CAD file with additional control points to the contractor.  KH will provide a CAD file and exhibit showing the boundary of the soil monitoring area.  A replat will need to be prepared to show final easements after all approvals are received.  Completion Date: Complete Design & Engineering - FM 544 Commercial – Special Planning Area (KH)  Survey has been completed and KH is working on an exhibit for the RR.  KH provided a concept showing a roadway alignment from 544 (aligned with Medical Plaza Drive) that extends through the City’s 19-acre tract.  Staff will provide any additional updates in Executive Session. Environmental- State Hwy 78 & Brown – Elm Creek (EC) & Whitehead Environmental Services (WES)  TCEQ has received data and has stated that the site review is ongoing.  EC and WES will be requesting a call with TCEQ and WEDC to pursue review and completion. State Hwy 78 TxDOT Improvements  EJCDC contract has been fully executed.  A pre-construction meeting has been scheduled for Wednesday, May 15th.  Construction to begin imminently (exact date TBD). Design & Engineering - Cooper Plaza - State Hwy 78 & Brown  KH is working with structural subconsultant on retaining wall design and will be bid by KH once structural design is delivered.  Award of bid anticipated in June  Construction to begin soon after (exact date TBD). Flood Study & Drainage Study- Hooper/Steel/Regency Business Park (KH)  Staff has conducted two meetings and reviewed six drainage concepts with the property owners along 544. Property owners have been invited to the Work Session with City Council on Tuesday, May 14th.  KH will provide additional concepts for the commercial properties that front FM 544 for Council consideration.  Concepts will be finalized after the work session on May 14th. The drainage study with final recommendations will then be submitted.  KH is working on the existing storm sewer analysis.  Completion Date: Complete Hooper/Steel ROW Dedication  KH will provide an exhibit showing the ROW that would need to be obtained/dedicated. Security Court Fire Lane Exhibit  KH prepared an exhibit showing the fire lane.  Staff will coordinate with adjacent property owners. Water & Sewer Extension - State Hwy 78/Alanis (KH)  Approval from NTMWD received. Contractor will need to coordinate with NTMWD on shutdown for tie-in. 19 05/15/2024 Item DS3. Page 3 of 4  Design is completed and now the drainage and sanitary sewer easements need to be signed and filed.  A pre-con meeting will be scheduled once all easements are signed and filed. Eubanks Easement/ROW Coordination  Engineering for this project has been completed. Ongoing work on easements is taking place.  KH is preparing an exhibit that shows the ROW dedications/letter agreements obtained. Jackson Avenue Development  Survey work has been completed and KH is coordinating with the City and design team for the downtown infrastructure/wayfinding project to coordinate parking, draining and “theme” of the development.  Once drainage solution is known, KH will prepare an IPO for a master plan, preliminary and final engineering, and an OPCC for the development of the block at Jackson/Oak/Marble. An architect/planner will be engaged to help design the buildings. The development will meet the requirements of the Downtown Overlay District. Westgate Gas Line & Easement Coordination  Engineering for this project has been completed.  City Council approved the 380 Agreement with Ferah Tex Med at the 3-26-24 Council Meeting.  Ongoing work on easements is taking place. 40 Acre Tract (SEC of Eubanks/78) Concept Plan  KH will provide additional concept layouts.  Staff will provide any additional updates in Executive Session. BRE & Workforce Updates:  Conducted 6 BRE visits in April.  Held 3 follow-up meetings with local employers to address challenges and/or opportunities identified during BRE Visits including expansion plan discussions workforce development programs, and community involvement.  Received notification of award for WSNCT Upskilling Grant through Collin Technical College. Worked with WSNCT, Collin College, and Wylie ISD to identify training participants in target occupations.  Participated in Build Your Future Career Day featuring 34 local businesses. Held technology demonstration session for Electrical contractors featuring TRIO’s Virtual Reality training tools for employers and educators.  Coordinated local employer participation and attended the April 18th Collin College Career Center’s Countywide Career Fair. Six (6) Wylie employers registered to participate.  Gathered and finalized input from area partners including Collin College, Raytheon Intelligence & Space, and McKinney EDC, and the Department of Labor for submission to TEDC for the 2024 Workforce Excellence Award.  Participated in Manufacturing Institute’s MFG Day 2024 – Getting Started webinar on April 4, 2024. Additional WEDC Activities/Programs in Review:  Ongoing efforts toward social media, Discover Wylie, and Social Media Rescue for local businesses.  Ongoing meetings and discussions with real estate developers, property owners, and legal continue.  Conducted a meeting with a muralist to discuss opportunities for additional murals in Downtown Wylie.  Attended the Downtown Stakeholder Meeting on April 1st.  Attended the WISD Build Your Future Career Day event on April 3rd.  Attended the Maple Street Biscuit Co. ribbon-cutting event on April 5th.  Coordinated and attended the Small Business Appreciation Reception and Small Business Week Proclamation on April 23rd.  Attended the State of the Chamber Luncheon on April 23rd.  Participated in the Deanan Gourmet Popcorn VIP Facility Tour and Ribbon Cutting event on April 24th.  Attended the Artificial Intelligence training with Social Media Rescue on April 30th.  Worked with legal regarding ongoing real estate projects and performance agreements. 20 05/15/2024 Item DS3. Page 4 of 4  Planned, coordinated, and organized the Entrepreneur Expo.  Received updated city-wide traffic count reports in preparation for ICSC.  Sales tax revenues for May are up 3.17%. YTD sales tax revenues are up 11.71%.  Performed additional reconfiguration of the website, data management, and development of marketing materials. Upcoming Events:  ICSC- Las Vegas – May 19-21  Chamber: Leadership Wylie (Class 20) Graduation Luncheon – May 28  Board & Commission Interviews – May 29-30  TEDC Basic Course – June 11-14  WEDC Board Retreat – June 14  Chamber: Women’s Conference – June 14  WISD New Teacher Luncheon – July 23  Wylie Championship Rodeo – September 6-7  TEDC – ED Sales Tax Workshop – DFW – September 13 Please see the attached Marketing Calendar for the full list of upcoming events. 21 05/15/2024 Item DS3. 2024 April Board Meeting - 17th Day Time Meeting/Event 3 WISD Build Your Future Career Day 17 7:30 am WEDC – Board Meeting 18 Collin College Countywide Career Fair 23 11:30 am Chamber of Commerce: State of the Chamber Luncheon 2024 23 5:30 pm Small Business Week Appreciation Reception Event – City Hall 23 6:00 pm City Council/Small Business Week Proclamation/Recognition 25 5:01 pm 5:01 PM Professional Networking – The South 30 11:00 am Social Media Rescue & Chamber – Artificial Intelligence April 28 – May 4 National Small Business Week 2024 May Board Meeting - 15th Day Time Meeting/Event 1 Wylie Entrepreneur Expo 2 6:30 am Christian Prayer Breakfast of Collin County 6 11:00 am Taste of Wylie – Olde City Park 6-10 Economic Development Week 13-14 TWC Workforce Forum - aw 14 6:00 pm City Council - EconDev Week Recognition & The Retail Coach Work Session *RSVP Requested 15 City of Wylie Boards & Commissions Application Deadline 15 7:30 am WEDC – Board Meeting 15 12:30-3:30 pm Social Media Rescue: Facebook Ads Class 16 5:30 pm Wylie ISD Summer Job Fair for Students 19-21 ICSC 2024 Las Vegas – Las Vegas – mp, bp, ro, mw, dd, jg, rh 21 11:00 am Internship Signing Day 21 11:30 am CCBA - State of the Business *RSVP Required 23 5:01 pm 5:01 PM Professional Networking – The Taco Joint 27 CLOSED Memorial Day Holiday 27 11:30 am Wylie Veterans Memorial: 14th Annual Salute to Heroes – Olde City Park 28 11:30 am Chamber of Commerce Luncheon- Leadership Wylie Class 20 Graduation *RSVP Required 28 6:00 pm City Council 29-30 Board & Commission Interviews 2024 June Board Meeting -19th Day Time Meeting/Event 4 8:30-9:30 am WDMA Meeting 5-7 TEDC Mid-Year Conference – Conroe, TX – jg, rh 7 5-7:00 pm Herman Marshall Tasting Room Ribbon Cutting 8 6:00 pm Whisker Wishes- In-Sync Exotics Gala- Boyd Farm *RSVP Required 11 6:00 pm City Council 11-14 TEDC Basic Course – Ft. Worth *RSVP Required 14 7:30 am WEDC Board Retreat/Work Session 14 9:00-5:00 pm Chamber – 4th Annual East Collin County Women’s Conference 15 10 – 3:00 pm Wylie 4th Annual Juneteenth Celebration – Olde City Park 16-18 IEDC Economic Future Forum – Spokane 19 7:30 am WEDC- Board Meeting 25 5:30 pm City Council: Reception for Outgoing Board/Commission Members 27 5:01 pm 5:01 PM Professional Networking – Herman Marshall Tasting Room 29 10:00-9:00 pm Bluegrass on Ballard – Historic Downtown Wylie/Olde City Park 22 05/15/2024 Item DS3. Around the Corner…  WISD New Teacher Luncheon – July 23  Wylie Championship Rodeo – September 6-7 *RSVP Required  TEDC – ED Sales Tax Workshop – DFW – September 13 *RSVP Required  National MFG Day – October 4  Wylie ISD Fall Break – October 14-18  TEDC Annual Conference – Addison, TX – October 23-25  Texas Downtown Conference 2024 – Abilene, TX – October 28-30 23 05/15/2024 Item DS3.