07-19-2013 (WEDC) Minutes Minutes
Wylie Economic Development Corporation
Board of Directors Meeting
Friday, July 19, 2013 6:30 A.M.
WEDC Offices—Conference Room
250 South Highway 78—Wylie, Texas
CALL TO ORDER
Announce the presence of a Quorum
President Marvin Fuller called the meeting to order 6:30 a.m. Board Members present were John
Yeager, Demond Dawkins, and Mitch Herzog.
Ex-officio members Mayor Eric Hogue and Mindy Manson were present.
WEDC staff present was Executive Director Sam Satterwhite and Senior Assistant Gerry Harris.
CITIZEN PARTICIPATION
Ms. Lynn Grimes, Keller Williams Real Estate/The Wylie Art Gallery, was in attendance and
advised the WEDC Board of Directors that she continues to hear from the community the need
for more sit down restaurants.
With no further citizen participation, Mr. Fuller proceeded to Action Items.
ACTION ITEMS
ITEM NO. 1 — Consider and act upon approval of the June 21, 2013 Minutes of the Wylie
Economic Development Corporation (WEDC) Board of Directors Meeting.
MOTION: A motion was made by Mitch Herzog and seconded by Demond Dawkins to
approve the June 21, 2013 Minutes of the Wylie Economic Development
Corporation. The WEDC Board voted 4—FOR and 0—AGAINST in favor
of the motion.
ITEM NO. 2 — Consider and act upon approval of the June 2013 WEDC Treasurer's
Report.
MOTION: A motion was made by Mitch Herzog and seconded by John Yeager to
approve the June WEDC Treasurer's Report. The WEDC Board voted 4 —
FOR and 0—AGAINST in favor of the motion.
WEDC—Minutes
June 21, 2013
Page 2 of 7
ITEM NO. 3 — Consider and act upon an Agreement between the WEDC and 78-Kreymer,
Ltd. for the reimbursement of expenses associated with demolition services.
Staff reported that they were approached by Mr. Mark Smith, President of 78-Kreymer, Ltd.,
inquiring as to the level of interest the WEDC may or may not have in assisting with the removal
of a billboard located at the southwest corner of State Highway 78 and Kreymer Lane. While the
billboard is still functional, it typically is not leased and has a significant amount of overgrown
vegetation surrounding its base. Mr. Smith presented a $3,000 and $2,500 proposal for
demolition of the billboard.
Mr. Smith requested that should the Board be interested in participating in the project, the
WEDC could pay the demolition company directly. Staff preferred the WEDC reimburse 78-
Kreymer, Ltd. for expenses associated with the demolition to protect the WEDC from liability
for demolition services and from 78-Kreymer, Ltd. itself
Staff recommended that the WEDC Board of Directors authorize the reimbursement of expenses
up to $2,500 for removal of a billboard located at the southwest corner of State Highway 78 and
Kreymer Lane and further authorize the WEDC Executive Director to execute a Letter of
Understanding surrounding the terms of the WEDC reimbursement.
MOTION: A motion was made by John Yeager and seconded by Demond Dawkins to
authorize the reimbursement of expenses up to $2,500 for removal of a
billboard located at the southwest corner of State Highway 78 and Kreymer
Lane and further authorize the WEDC Executive Director to execute a
Letter of Understanding surrounding the terms of the WEDC
reimbursement. The WEDC Board voted 4 — FOR and 0 — AGAINST in
favor of the motion.
ITEM NO. 4 — Consider and act upon issues surrounding the FY 2013 — 2014 WEDC
Budget.
Staff presented the second draft of the WEDC FY 2013 —2014 Budget.
Revenue Sales Tax — Sales tax receipts have remained constant since the July presentation.
FY 2013 —2014 sales tax receipts are estimated at$1,856,035.
Fund Balance — Since the first budget presentation staff became aware that the
`avoided tax payments' made by Ascend were included in the Claim on Cash and
thus inflated the projected beginning unreserved Fund Balance by $96,190. The
offset to this reduction of available funds will be reflected in a reduction to the
`Future Projects' line-item within Incentives. The previously reported Beginning
Fund Balance of$1,539,795 has been reduced to $1,443,605.
Chamber Reimbursement — Staff had identified $900 in revenue from Chamber
Reimbursements. Over the past 18 months, the WEDC has sponsored the Chamber
Business Card Exchange which is reflected in the Food Supplies budget. The
WEDC—Minutes
June 21, 2013
Page 3 of 7
$3,000 annual expense funds food and beverages for the weekly networking
meeting of Chamber members. While food and beverages are provided at no cost,
the Chamber requests donations to offset the WEDC expense which in turn is given
to the WEDC in cash each week/month. While there has been no issue to date, the
handling of cash can become problematic and staff time involved in making cash
deposits is significant both to the WEDC and Finance Department relative to the
annual amount of money being reimbursed. What began as a matter of principle
that the donation be returned to the WEDC has resulted in the unintended
consequence of additional staff time.
Staff proposed that the Chamber of Commerce continue to collect donations and put
the $900 back into the event in the form of either upgraded food or door prizes to
the participants; an option which will be left up to the Chamber.
Expenses Compensation — The proposed budget does not reflect a merit increase for the
Executive Director. As identified previously though, staff requested that the
Cooper Clinic Executive Physical Program ($4,420) be treated as income in
addition to 28% of the cost to offset taxes and deductions. This approach is being
requested because the expense is treated as income/bonus which is taxed at a higher
rate. Should the Board approve this approach; a Letter Amendment to the
Executive Director's Employment Agreement could be executed requiring the
physical to be completed by January 1St of each year with evidence of the same
provided to the WEDC President.
The budget does however reflect a request for a 3% salary increase for the WEDC
Senior Assistant. The resulting impact to the budget would be $1,238 annually.
Staff reported that Mrs. Harris has continued to perform her duties at a superior
level and publically represents the WEDC with the utmost professionalism.
Staff also requested monies to fund an Administrative Assistant position beginning
on or about July 2014 with Mrs. Harris retiring on September 30, 2014. The base
salary of the position requested was proposed at$34,715.
President Fuller requested that an Executive Session item be posted on the agenda
at the next Board Meeting to discuss the Evaluation of the Executive Director and
staff salaries.
Incentives — Staff only proposed two changes from the first budget presentation surrounding
incentives. The first new program proposed would be designed to benefit existing
businesses only in the maintenance and enhancement to the exterior of their
facilities. Staff's concept would be to provide up to $50,000 annually in a single or
multiple grants to a company or companies which make long lasting improvements
to the exterior of the buildings. Improvements such as adding a masonry façade to
a metal building, exterior painting, sign/monument enhancements, or even
xeriscaping landscape improvements. Staff envisions creating an application,
publicizing the program, and having the board vote on the awarding of grants.
WEDC—Minutes
June 21, 2013
Page 4 of 7
Board Members Herzog and Yeager voiced support for the program as long as there
was some requirement for the businesses to participate financially in the program;
for example to fund 50% of the proposed improvements. Ex-Officio Member
Manson also suggested that preference could be given in the application process for
those proposed improvements which address bringing a legally non-conforming
structure into conforming compliance
Board Member Dawkins requested that draft program guidelines and a detailed
application process be brought before the Board prior to implementation of the
program.
Also new to the budget draft is a $275,000 incentive for a project staff commented
would be presented within Executive Session. Staff indicated though that should
the WEDC not approve the project in question, those monies will roll into the
`Future Projects' line-item with the Incentives Budget.
Staff further reported that due to an increase in the Land budget and $325,000
additional monies for line-item Incentives, Future Projects was reduced to
$741,411. Staff reviewed that Future Projects are those monies not set aside for
specific projects,programs, or operating costs.
President Fuller requested that an Executive Session item for personnel be placed
on the next agenda so that the Executive Director can be evaluated by the Board and
that WEDC staff salaries can be discussed.
MOTION: A motion was made by Mitch Herzog and seconded by John Yeager to table
approval of the WEDC FY 2013 —2014 Budget until the next meeting. The
WEDC Board voted 4—FOR and 0—AGAINST in favor of the motion.
DISCUSSION ITEMS
ITEM NO. 5 — Staff Report: review issues surrounding an Amended and Restated
Performance Agreement between the WEDC and Woodbridge Crossing, Performance
Agreement between the WEDC and ACE, Performance Agreement between the WEDC and
B&B Theatres Operating Company, Performance Agreement between the WEDC and Sanden
International, (U.S.A.), Inc., T.W. Snider & Associates, extension of Woodbridge Parkway,
Caliber Collision, Wal Mart Neighborhood Market, performance evaluation of the WEDC
Executive Director, and regional housing starts.
Woodbridge Crossing
The Sales Tax Reimbursement Report was presented which identified all sales taxes received
through April 2013 within Woodbridge Crossing for the City General Fund, the WEDC, and the
4B. As a reminder, the City and WEDC will be reimbursing 85% of all sales tax generated
within Woodbridge Crossing through October 2013 with the reimbursement percentage reduced
WEDC—Minutes
June 21, 2013
Page 5 of 7
to 65% thereafter. Woodbridge Crossing is eligible for a maximum $6 million in sales tax
reimbursement through September 2021.
$1,762,116 has been reimbursed to date with net receipts of$1,025,151 after reimbursements.
As well, $1.4 mm has been paid in ad valorem taxes to the City of Wylie (excluding the WISD).
Ascend Commercial Lease and Performance Agreement
The Ascend Custom Extrusion Critical Dates Analysis and Performance Agreement Monitoring
Procedures was presented. Payment #3 of 5 for the Economic Incentives has been funded with
Ascend meeting all Performance Obligations within Sections A and B of the attachment.
As reported previously, Ascend ordered a third extrusion press that will be delivered on or about
March 2014. An architect has been hired along with Pulliam Construction Management to
design and construct the proposed 21,000 square foot expansion. Local Ascend officials would
prefer to break ground in August 2013 but continue to work toward purchasing the WEDC
property and building. Staff did report that Ascend may be getting closer to terms being that
Highlander has somewhat relaxed their requirement of not guaranteeing debt.
Ascend and Highlander have a Board meeting the week of July 22nd from which Mr. Rentfrow
has assured staff there will be more information pertaining to refinancing.
B &B Theatres Operating Company Performance Agreement
The B&B Theatre Performance Obligations was presented and the WEDC will fund Incentive
No. 2 of $25,000 plus sales tax reimbursements following the certification by the Central
Appraisal District of a minimum appraised value of$10 mm.
Performance Agreement between the WEDC and Sanden International (USA), Inc.
Staff received an email from Mr. Phaup indicating that the WEDC will receive confirmation of
Sanden's investment in the piston line on July :,2nd. Staff thanked Mr. Phaup and indicated the
WEDC is looking forward to receive the information and finalize the Performance Agreement.
T. W. Snider &Associates
Staff reported that Mr. Snider went vertical with improvements contemplated within Phase II of
the Performance Agreement between the WEDC and T.W. Snider & Associates which among
other things requires Snider to receive a Shell Final (CO) for a 4,800 square foot office and the
development of 17 additional parking spaces within Snider's existing development. Should the
proposed improvements be completed by November 1, 2013, the WEDC will fund a $45,000
grant.
WEDC—Minutes
June 21, 2013
Page 6 of 7
Woodbridge Parkway
Staff reported on July 16th the Engineering Department advertised the project with bids required
back and opened on August 9th. Engineering also met with utility contractors with relocation
underway on or about July 30th. Substantial completion of the project is required within 300
calendar days as per the bid requirements.
Caliber Collision
Caliber Collision, a highly service oriented body shop, has proposed a 14,280 square foot Wylie
facility behind and adjacent to Chili's off of Westgate Way. Staff reported that the Planning &
Zoning Commission unanimously approved the Specific Use Permit which will be considered by
Council in August.
Wal-Mart Neighborhood Market
Staff reported that Wal Mart is proposing a Neighborhood Market concept at the northeast corner
of McCreary and McMillan. P&Z voted to deny the site plan via a 3 —3 vote. Wal Mart has the
right to appeal the denial to City Council which would require a super majority vote for
approval.
Staff requested input from the Board regarding the role of the WEDC in a very politically
charged issue within which a business is proposing a new project which complies with all City
codes and standards. Board Member Dawkins asked whether staff commented on other projects,
specifically those which the WEDC do not have a financial interest. Staff replied that is a
common practice for the WEDC to interject its support of commercial projects, similar to Caliber
Collision, even though there is not an incentive package in support of the project. Mr. Dawkins,
along with the balance of the Board members in attendance, indicated that should staff feel the
need to publically comment on this project at either a P&Z or Council Meeting, staff should
remain consistent and not change its approach to economic development in Wylie simply
because a project is controversial.
Performance Evaluation of the WEDC Executive Director
Staff reported that the Board will have an opportunity to evaluate the Executive Director at the
next Board meeting and evaluation forms were handed out by President Fuller.
Regional Housing Starts
Eleven homes were permitted in Wylie for June 2013. Sachse, Lavon and Murphy permitted a
combined thirty-four homes over the same period.
No action is requested by staff for this item.
Ex-Officio Member Mayor Eric Hogue left the meeting at 7:45 a.m.
WEDC—Minutes
June 21, 2013
Page 7 of 7
EXECUTIVE SESSION
The WEDC Board recessed into Closed Session at 7:48 a.m. in compliance with Section 551.001
et.seq. Texas Government Code to wit:
Section 551.087 (Economic Development) of the Local Government Code, Vernon's Texas
Code Annotated(Open Meetings Act).
• Project 2013-4a
• Project 2013-5b
• Project 2013-5c
• Project 2013-5d
• Project 2013-6a
• Project 2013-7a
Section 551.072 (Real Estate) of the Local Government Code, Vernon's Texas Code Annotated
(Open Meetings Act). Consider the acquisition of property located near:
• F.M. 544 &Regency
• State Highway 78 &Ballard Street
• F.M. 544 & Commerce
• Cooper Drive
Board Member Mitch Herzog left the meeting at 8:22 a.m.
Ex-Officio Member Mindy Manson left the meeting at 8:55 a.m.
RECONVENE INTO OPEN MEETING
The WEDC Board of Directors reconvened into open session at 9:06 a.m. and took no action.
ADJOURNMENT
With no further business, President Fuller adjourned the WEDC Board meeting at 9:06 a.m.
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Marvin Fuller,President
ATTEST:
Samuel Satterwhite,Director