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08-20-2010 (WEDC) Minutes Minutes Wylie Economic Development Corporation Board of Directors Meeting Friday, August 20, 2010 — 6:30 A.M. Inwood National Bank— Conference Room 200 South Highway 78 — Wylie, Texas CALL TO ORDER Announce the presence of a Quorum President Fuller called the meeting to order at 6:30 a.m. Board Members present were: John Yeager, Mitch Herzog, and Chris Seely. WEDC staff present was Executive Director Sam Satterwhite and Administrative Assistant Gerry Harris. Ex-officio member Mayor Eric Hogue was present. Also present was Assistant City Manager Jeff Butters. CITIZEN PARTICIPATION There being no citizen participation, President Fuller proceeded to Action Items. ACTION ITEMS ITEM NO. 1 — Consider and act upon approval of the August 4, 2010 Minutes of the WEDC Board of Directors Meeting. MOTION: A motion was made by Mitch Herzog and seconded by John Yeager to approve the August 4, 2010 Minutes of the WEDC Board of Directors Meeting. The WEDC Board voted 4 — FOR and 0 — AGAINST in favor of the motion. ITEM NO. 2 — Consider and act upon approval of the July 2010 WEDC Treasurer's Report. MOTION: A motion was made by John Yeager and seconded by Chris Seely to approve the July 2010 WEDC Treasurer's Report. The WEDC Board voted 4 — FOR and 0 — AGAINST in favor of the motion. ITEM NO. 3 — (MOTION TO REMOVE FROM TABLE) Consider and act upon issues surrounding the election of WEDC officers. MOTION: A motion was made by John Yeager to remove Item 3 from the table. Staff reviewed that each July following the selection of WEDC Board members by the Wylie City Council, the WEDC elects officers for the upcoming year. Staff provided Section V — Officers of the WEDC By-laws. Section V provides for the selection of Officers and the duties WEDC — Minutes August 20, 2010 Page 2 of 4 of the same. On July 17, 2009, the WEDC Board elected the current officers following Councilman Young's departure from the WEDC: Marvin Fuller— President Mitch Herzog— Secretary John Yeager— Vice President Chris Seely—Treasurer President Fuller initiated a discussion surrounding the potential need for a change to the existing leadership so as to not become complacent or stagnant. Mr. Seely indicated that he believed the leadership roles, especially that of President, was working well. Mr. Herzog commented that he believed continuity brought stability to the Board. Mr. Fuller responded that while he appreciated the confidence of the Board he believed that there should be a leadership change in 2011 if not this year. MOTION: A motion was made by Chris Seely and seconded by John Yeager nominating Marvin Fuller for WEDC President, Mitch Herzog Vice President, John Yeager Secretary and Chris Seely Treasurer, The WEDC Board voted 4 — FOR and 0— AGAINST in favor of the motion. ITEM NO. 4 — Consider and act upon issues surrounding a Performance Agreement between the WEDC and BBV Texas Development, LLC. Staff provided for the Board's review an executed Performance Agreement between the WEDC and BBV Texas Development, LLC. The WEDC and BBV entered into this Agreement on June 27, 2007 for the purpose of providing cost reimbursement for infrastructure improvements including water, sewer, drainage and roadway improvements in an amount not to exceed $96,000. The WEDC funded the first reimbursement of $32,000 in July 2008. The Second reimbursement of$27,040 was funded in July 2009. In order for BBV to Qualify for the third reimbursement incentive of$32,000, a $7 million real property valuation is called for, employment of eighty full and part time employees at the Wylie location must be met, and the WEDC must confirm that all ad valorem taxes have been paid. While the employment requirement has been met at 129 and property taxes are current, the certified valuation from the Collin County Central Appraisal District came in at $5,802,601; which was down from $5,914,760 in 2009. Staff presented that the Agreement contemplated potential performance measure shortfalls and included language which would allow consideration of a reduced incentive payment. Staff read to the Board Section V of the Agreement stating that "in the event that the Company does not meet or exceed the Performance Requirement as specified in Section II, the WEDC Reimbursement Incentive would be either voided or reduced proportionately in advance of payment at the sole discretion of the WEDC." The current real property valuation is 82.9% of the established benchmark (82.9% x $32,000 = $26,528). MOTION: A motion was made by John Yeager and seconded by Mitch Herzog approving a reimbursement incentive per the terms of the Performance Agreement between the WEDC and BBV Texas Development, LLC in the WEDC — Minutes August 20, 2010 Page 3 of 4 amount of$26,528. The WEDC Board voted 4 — FOR and 0 — AGAINST in favor of the motion. ITEM NO. 5 - Staff report: review issues surrounding an Amended and Restated Performance Agreement between the WEDC and Woodbridge Crossing, City of Wylie/WEDC Interlocal Agreement, a Proposal for a Commercial Development Strategy & Retail Recruitment for the City of Wylie, Texas from Catalyst Commercial, a proposal to lease WEDC property on Cooper Drive, Collin County Day — Austin, 25 Steel Road, and regional housing starts. Woodbridge Crossing: Woodbridge Crossing is currently in compliance with all terms of the Amended and Restated Performance Agreement. Attached for your review is the Sales Tax Reimbursement Report which identifies all sales taxes generated and reimbursed through March 2010 within Woodbridge Crossing for the City General Fund, the WEDC, and the 4B Corporation. As a reminder, the City and WEDC will be reimbursing 8.5°/0 of all sales taxes generated within Woodbridge Crossing through September 2013. Beginning October 2013, 65% of all sales taxes generated will be reimbursed. The next performance measure of 64,000 square feet of lease space constructed on the in-line lots adjacent to Target between McCreary and Springwell shall be completed no later than May 1, 2011. With lot preparation for Kohl's underway on June 22nd along with signed leases for PetsMart and Dollar Tree, staff is confident that Direct will meet the 5-1-11 performance measure. Should any future performance measure not be met, the maximum reimbursement of $12 million will be reduced to $6 million. A 'critical dates analysis' was provided for review. City of Wylie/WEDC Interlocal Agreement: Staff reported that it is his understanding that the City of Wylie plans on utilizing WEDC property located on F.M. 544 for a Parks Department maintenance facility. Proposal for a Commercial Development Strategy & Retail Recruitment for the City of Wylie, Texas from Catalyst Commercial: Staff reported meeting with Catalyst Commercial which has proposed updating the City of Wylie Retail Trade Area Market Analysis and providing retail recruitment assistance. While the Board agreed that the market analysis needed updating, they were not comfortable with the $49,817 project cost. Staff commented that with so many unknowns relating to negotiations with Project 95k, it might be prudent to delay the study until FY 2011 — 2012. Proposal to lease WEDC property on Cooper Drive: Staff presented a request from 'Twice the Ice' to lease WEDC property located at the intersection of Cooper Drive and F.M. 544, The company is seeking to construct a self-serve ice dispenser which meets all City of Wylie building requirements. The proposed lease rate $4,800 to $7,200 annually. The Board was not interested in pursuing this opportunity. Collin County Day — Austin: Staff reminded the Board that Collin County Days has been schedule for March 2 — 4, 2010. Aside from staff, Mr. Herzog and Mr. Winners are planning on attending the event. WEDC—Minutes August 20, 2010 Page 4 of 4 25 Steel Road: Staff reported receiving the deed for 25 Steel Road. As reported previously, the WEDC is in the process of satisfying liens placed upon the property by the City of Wylie for mowing and maintenance in the amount of $1,255. Also, a title policy will be in place by September 1, 2010 for the taxable value of$70,808. Staff chose to increase the policy over and above the $25,171 purchase price based upon the minimal increase in cost of$330. Regional Housink Starts: Housing starts were reported as up this month with 33 homes permitted in July. The strong trend continues with only one month is this year in which less than 20 new homes were permitted and an annual total of 300 permits easily attainable (a 17% increase over 2009). EXECUTIVE SESSION The WEDC Board Recess into Closed Session at 7:24 a.m. in compliance with Section 551.001, et.seq. Texas Government Code, to wit: Section 551.087 (Economic Development Negotiations) of the Local Government Code, Vernon's Texas Code Annotated (Open Meetings Act). Deliberate commercial or financial information that the WEDC has received from a business prospect and deliberate the offer of incentives to a business prospect. Section 551.072 (Real Property) of the Local Government Code, Vernon's Texas Code Annotated (Open Meetings Act). Discuss purchase of property generally located near the intersection of State Highway 78 and Martinez Lane. RECONVENE INTO OPEN MEETING The WEDC Board of Directors reconvened into open session at 9:17 a.m. No action was taken as a result of discussions held in Executive Session. ADJOURNMENT With no further business, President Fuller adjourned the WEDC Board me? g at 9:18 a.m. Marvin Fuller, President ATTEST: Samuel D.R. Satterwhite Executive Director