10-28-2016 (WEDC) Minutes Minutes
Wylie Economic Development Corporation
Board of Directors Meeting
Friday, October 28,2016—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 at 6:33 a.m. Board Members present were John
Yeager, Mitch Herzog,Demond Dawkins and Todd Wintters.
Ex-officio member City Manager Mindy Manson was present.
WEDC staff present was Executive Director Sam Satterwhite, Assistant Director Jason Greiner and
Senior Assistant Angel Wygant.
CITIZEN PARTICIPATION
With no citizen participation, President Fuller proceeded to Action Items.
ACTION ITEMS
ITEM NO. 1 — Consider and act upon approval of the October 10, 2016 Minutes of the Wylie
Economic Development Corporation(WEDC) Board of Directors Meeting.
MOTION: A motion was made by Mitch Herzog and seconded by
Todd Winners to approve the October 10, 2016 Minutes of the Wylie Economic
Development Corporation. The WEDC Board voted 5 —FOR and 0—AGAINST
in favor of the motion.
ITEM NO.2—Consider and act upon approval of the September 2016 Treasurers Report.
MOTION: A motion was made by John Yeager and seconded by
Demond Dawkins to approve the September Treasurers Report for the Wylie
Economic Development Corporation. The WEDC Board voted 5 —FOR and 0 —
AGAINST in favor of the motion.
ITEM NO.3—Consider and act upon WEDC Resolution 2016-01 (R) approving Loan Documents
between the WEDC and The American National Bank of Texas in the cumulative amount of
$2,000,000 for the acquisition of Lot 1, Block 1 (approximately 1.3433 acres); Lot 2 Block 1
(approximately 0.14155 acre); and Lot 3 Block 1 (approximately 0.8123 acre), all situated in
Wallace Industrial Park; and approximately 2.4683 acres, situated in Abstract A0266, E.C.
Davidson Survey,located at 908 West Kirby Street in the City of Wylie,Collin County,Texas from
Dallas Whirlpools, Ltd., pledging as security the sales and use tax receipts the WEDC receives
from the City of Wylie for repayment of said Loan, and further authorizing President Marvin
Fuller to execute all documents necessary to effectuate the Loan Documents.
WEDC—Minutes
October 28, 2016
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Documents were provided to the Board which formalize the Loan between the Wylie Economic
Development Corporation (WEDC) and The American National Bank of Texas (ANB) to purchase
property from the Wallace Family (Dallas Whirlpools, Ltd.) generally located at 908 West Kirby. The
Loan Agreement and associated documents detail borrowing $2,000,000 of the $2,200,000 purchase
price, specifying a 4% fixed interest rate for 60 months with the first 36 months comprised of interest
only payments, pledging the WEDC sales and use tax as collateral for repayment, and no prepayment
penalty.
Following approval of the WEDC Resolution and Loan documents, the Wylie City Council will be
required to authorize,via resolution, the WEDC entering into debt in the amount of$2,000,000 and the
pledge of sales tax receipts as security for said Loan with ANB. The City Council will consider this
issue November 14,2016.
Staff detailed the history of this project with the WEDC first contemplating the purchase of the Wallace
tract to complement an adjacent 4.79-acre tract owned by the City of Wylie. It was perceived that the
relative narrow width of the City tract(239') and the Wallace tract(243') would be difficult to develop
independently and that the combined tracts could be master planned to support pad development fronting
544 with mutual access to the rear of the site. Further benefit of a combined tract is the WEDC ownership
of light industrial property (2.7 acres)on Commerce Street adjacent and to the west of the Wallace tract
creating the opportunity for the extension of Business Way and the development of lots off a
contemplated cul-de-sac extending to the east.
As shown on the attached survey and as reported at the 10-10-16 Board Meeting, the City property is
impacted by Zone 'A' which has been determined to be within an area which has a 1%annual chance to
flood, but no study has been completed proving or disproving the designation. While this status within
the flood plain does not impact the Wallace property independently, it could impact the joint
development of the two tracts.
Mr.Michael Boyd,a well-respected hydrologist who has processed a majority if not all the flood study's
in Wylie,has evaluated the site and surrounding conditions to determine how the flood plain will impact
the City tract and how much can be utilized for development. Analyzing current elevations and culvert
capacity at 544, Mr. Boyd has preliminarily determined that via a full flood study it can be proven that
all the floodplain is confined to the channel east of the railroad track and that the entire City tract can be
utilized for development. To receive a Conditional Letter of Map Revision(CLOMR) and ultimately a
Letter of Map Revision (LOMR) from FEMA, the flood study process will take up to nine months at a
cost of±$18,000. Regardless of the Board decision to purchase the Wallace tract,a flood study must be
performed for the City property which staff will coordinate with the City Manager's office.
Other factors impacting the purchase relate to the Phase I and Limited Phase II on the Wallace site which
was performed by W&M Environmental. As suspected initially, there have been hot spots identified in
the groundwater and soil which will be more fully described by W&M staff at the Board Meeting. The
result will be that the Wallace site must be enrolled in the TCEQ Voluntary Cleanup Program(VCP)in
order to develop the property. Even though the contamination levels are only slightly above the
protective concentration levels established by the TCEQ, the existence of the previous EPA Superfund
site to the east and a property enrolled in the VCP to the west, will bring a heightened level of scrutiny
to the site which no sophisticated buyer will overlook and no bank will make a loan on without a Final
WEDC—Minutes
October 28, 2016
Page 3 of 8
Certificate of Closure from the TCEQ. With all that said,the Wallace tract could be enrolled in the VCP
program and benefit from the Municipal Setting Designation established by the City of Wylie within a
reasonable timeframe with additional costs which can be discussed in further detail at the Board Meeting.
Staff summarized that even with floodplain issues to the east and the existence of contaminated soil and
groundwater issues on-site, staff recommends that WEDC Board approve the project and the borrowing
of funds to support the purchase. The only caveat would be that a discussion needs to take place with
the Seller as to the additional costs which must be incurred to develop the site. The Board asked for
Staffs estimate of these costs with staff responding that a minimum of$25,000 in additional costs would
be incurred due to the identified environmental issues.
The Due Diligence Period within the Real Estate Contract expires on November 15th with closing to take
place on November 22na
Staff recommended that the WEDC Board of Directors approve WEDC Resolution 2016-01 (R)
approving Loan Documents between the WEDC and The American National Bank of Texas in the
cumulative amount of$2,000,000 for the acquisition of Lot 1, Block 1 (approximately 1.3433 acres);
Lot 2 Block 1 (approximately 0.14155 acre);and Lot 3 Block 1 (approximately 0.8123 acre),all situated
in Wallace Industrial Park; and approximately 2.4683 acres, situated in Abstract A0266,E.C. Davidson
Survey, located at 908 West Kirby Street in the City of Wylie, Collin County, Texas from Dallas
Whirlpools, Ltd., pledging as security the sales and use tax receipts the WEDC receives from the City
of Wylie for repayment of said Loan, and further authorizing President Marvin Fuller to execute all
documents necessary to effectuate the Loan Documents.
EXECUTIVE SESSION
Recessed into Closed Session at 7:00 a.m. in compliance with Section 551.001, et.seq. Texas Government
Code, to wit:
Section 551.072 (Real Estate) of the Local Government Code, Vernon's Texas Code Annotated (Open
Meetings Act). Consider the sale or acquisition of properties located near the intersection of:
F.M. 544 & Commerce
RECONVENE INTO OPEN MEETING
The WEDC Board of Directors reconvened into open session at 7:08 a.m.and took the following action:
MOTION: A motion was made by Mitch Herzog and seconded by
John Yeager to approve WEDC Resolution 2016-01 (R) approving Loan Documents
between the WEDC and The American National Bank of Texas in the cumulative
amount of$2,000,000 for the acquisition of Lot 1, Block 1 (approximately 1.3433
acres); Lot 2 Block 1 (approximately 0.14155 acre); and Lot 3 Block 1
(approximately 0.8123 acre), all situated in Wallace Industrial Park; and
approximately 2.4683 acres, situated in Abstract A0266, E.C. Davidson Survey,
located at 908 West Kirby Street in the City of Wylie, Collin County, Texas from
Dallas Whirlpools,Ltd.,pledging as security the sales and use tax receipts the WEDC
WEDC—Minutes
October 28, 2016
Page 4 of 8
receives from the City of Wylie for repayment of said Loan, and further authorizing
President Marvin Fuller to execute all documents necessary to effectuate the Loan
Documents. The WEDC Board voted 5 — 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 T.W. Snider& Associates,LLC.
Staff reported to the Board that the WEDC has been approached by Mr. Tony Snider seeking assistance
with an office project that has underperformed which is located on Kirby Street behind the Exxon. Mr.
Snider presented the opportunity to finish out an office shell which has sat vacant for at least two years
and begin construction of a third phase of the office complex consisting of 6,000 square feet.
The fmish out of the existing 4,800 square foot shell will be comprised of two owner-occupied sales for
professional services(1,200 sq ft)and a medical use(2,400 sq ft). The final 1,200 sq ft space is currently
under negotiation for a two-year lease. Based upon historic tax rolls,the finish out of the office will add
approximately $150,000 in value. Mr. Snider has committed to complete the fmish out by February 1,
2017.
Upon completion of the above,Mr. Snider proposes to immediately begin the construction process for a
6,000-square foot office with 5, 1,200 sq ft units. Mr. Snider has committed to have Building 3 plans
approved by the City no later than March 1, 2017 and complete construction of the shell by October 1,
2017. Again,based upon historic appraised value of office concepts in the area,Building 3 will generate
approximately$785,000 in new value.
Staff proposed two incentive payments with Incentive No. 1 being $8,000 and based upon fmish out of
Building 2 no later than February 1, 2017. Incentive payment No. 2 will be $42,000 and paid upon
completion of construction plans for Building 3 and a certificate of completion from the City of Wylie.
Staff has not placed any finish out requirements for Building 3 to incentivize the shell to be built and let
the market impact completion. Further, Mr. Snider is developing the highest and best use in a
challenging area with staff not wanting to set unrealistic expectations.
The Board indicated that Mr. Snider was pursuing development of a difficult property location and it
would be in the best interests of Wylie to support his efforts.
Staff recommended that the WEDC Board of Directors approve a Performance Agreement between the
WEDC and T.W. Snider&Associates.
MOTION: A motion was made by Mitch Herzog and seconded by
John Yeager to approve a Performance Agreement between the WEDC and T.W.
Snider&Associates. The WEDC Board voted 5 —FOR and 0—AGAINST in favor
of the motion.
WEDC—Minutes
October 28,2016
Page 5 of 8
ITEM NO. 5—Consider and act upon issues surrounding a WEDC Budget Transfer Request for
FY 2016-2017.
Staff explained that in the FY 2016-2017 Budget, WEDC budgeted $122,600 for Special Services.
During the Budgeting process, staff anticipated that$236,417 in costs associated with the demolition of
Highway 78 and Industrial Court properties would be incurred in FY 2015-2016. This expense was
factored into the calculation of the Beginning Fund Balance for the 2016-17 WEDC Budget. However,
the final billing in the amount of$136,525.29 was delayed and processed in October 2016 which falls
within the FY 2016-17 Budget. Therefore, it is necessary to transfer funds into Special Services to
accommodate the timing of these expenses. Staff emphasized that because these expenses were not
incurred in 2015-16 the Beginning Fund Balance is higher than projected which offsets this expense.
Staff proposed reducing Incentives by $137,000 and increasing Special Services by $137,000 to
accommodate these expenses in the 2016-17 FY Budget.
Staff recommended that the WEDC Board of Directors approve the attached Budget Transfer Request
increasing Special Services by$137,000 and decreasing Incentives by $137,000.
MOTION: A motion was made by Todd Wintters and seconded by
Demond Dawkins to approve the Budget Transfer Request increasing Special
Services by $137,000 and decreasing Incentives by $137,000. The WEDC Board
voted 5—FOR and 0—AGAINST in favor of the motion.
DISCUSSION ITEMS
ITEM NO. 6 — Staff report: review issues surrounding WEDC Performance Agreement
Summary, 605 Commerce, Retail Coach Activities, paving of WEDC property located at 111
North Ballard, and regional housing starts.
WEDC Performance Agreement Summary
Attached for the Board's review was a summary of all outstanding Performance Agreements including:
Ascend Custom Extrusion, All State Fire Equipment, B&B Theatres Operating Company, Clark Street
Development,Dank Real Estate, Exco Extrusion Dies, FLM Development, Freudiger Holdings, Getset,
KREA Acquisition, McClure Partners, Patna Properties, VIAA Properties, Von Runnen Holdings,
Wedge Corporation, Woodbridge Crossing, and Wylie Flower& Gift.
Woodbridge Crossing
Attached for the Board's review was the Sales Tax Reimbursement Report which identifies all sales
taxes received through September 2016 within Woodbridge Crossing for the City General Fund, the
WEDC, and the 4B. As a reminder, the City and WEDC reimbursed 85% of all sales tax generated
within Woodbridge Crossing through September 2013 with the reimbursement percentage reduced to
65% thereafter. Due to the default under the Amended and Restated Performance Agreement,
Woodbridge Crossing is only eligible to receive up to $6 million in sales tax reimbursement through
September 2021 as opposed to the maximum reimbursement of$12 million originally contemplated.
WEDC—Minutes
October 28, 2016
Page 6 of 8
$3,790,869 in reimbursement has been earned through September 2016 with net receipts of
$3,006,543.88 after reimbursements. As well, it is estimated that $3.5 mm has been paid in ad valorem
taxes to the City of Wylie (excluding the WISD).
As shown on the Sales Tax Reimbursement Report, $93,851.48 was generated in sales tax in July 2016
versus $99,628.08 in July 2015. This represents 5.8% decrease over 2015 receipts. Staff has reviewed
the reports and can find no missing businesses or explanation for the decrease.
605 Commerce
Attached for the Board's review was a spreadsheet tracking all activities with W&M Environmental for
FY 2014-15 and FY 2015-16. W&M has prepared Phase I&II reports for Mann Made,K&M,Business
Way, 111 N. Ballard, 908 Kirby, is processing the VCP application for the Commerce property, and
processing the Municipal Setting Designation through the City.
Retail Coach Activities
Staff continues to work with The Retail Coach to promote Wylie to Retailers and Developers.Their team
worked on our behalf at the recent Retail Live Conference in Austin, ICSC Conference in San Diego,
and earlier this month at the ICSC Deal Making Conference in Dallas. Follow up with prospects
continues, as does the evolution of our property flyers and development of additional sites and
opportunities in Wylie. As a preliminary review of Retail Coach activities, it is difficult to point to a
specific project that our consultant has single handedly attracted to Wylie. The fact is that most every
retailer in the metroplex along with concepts outside our region and state that are expanding have Wylie
on their radar. Contributing reasons for interest in Wylie include existing demographics,traffic patterns,
updated infrastructure, stable government, quality school district, etc., etc. with the Retail Coach
reinforcing the commercial momentum that has been created over the past 10 years. If data and the
creation of marketing materials are our only benefit from this relationship,with that grossly underrating
their impact, staff believes it is money well spent.
Paving WEDC Property at 111 N. Ballard
Staff is in the preliminary stages of evaluating the paving of WEDC property on Ballard Street next to
Boyd Recording Studios. The current layout as attached creates 22 new parking spaces and empties into
the FBC parking lot with a rough cost estimate of$50,000 - $60,000. This layout is being evaluated
opposed to utilizing the existing alley right-of-way which intersects Oak. Utilizing the alley would
require the relocation of two utility poles and replacement of three transformers which staff anticipates
will be cost prohibitive.
Final cost estimates for both layouts will be presented in November with a recommendation from staff
on proceeding.
Regional Housing Starts
Eighteen homes were permitted in Wylie for the month of September 2016. Sachse, Lavon, Murphy
permitted a combined twenty-six with Inspiration permitting fourteen homes over the same period. Staff
called the Board's attention to the fact that 0 homes have been permitted in Lavon for the last several
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October 28, 2016
Page 7 of 8
months which seems to be an anomaly. Staff has spoken to Lavon and the issue is availability of sites
to permit. Lavon and Grand Heritage Homes expect this situation to correct itself by the beginning of
the year.
No action is requested by staff for this item.
EXECUTIVE SESSION
Recessed into Closed Session at 7:33 a.m. in compliance with Section 551.001, et.seq. Texas Government
Code, to wit:
Section 551.072 (Real Estate) of the Local Government Code, Vernon's Texas Code Annotated(Open
Meetings Act). Consider the sale or acquisition of properties located near the intersection of:
• Highway 78 &Birmingham
• F.M. 544& Commerce
Section 551.087 (Economic Development) of the Local Government Code, Vernon's Texas Code
Annotated(Open Meetings Act).
• Project 2016-12a
• Project 2016-10a
• Project 2016-10b
• Project 2016-1Oc
• Project 2016-1Od
• Project 2016-10e
Mindy Manson departed at 8:40 a.m.
Section 551.074 (Personnel Matters) of the Local Government Code, Vernon's Texas Code Annotated
(Open Meetings Act).
• Performance Evaluation—WEDC Executive Director
Sam Satterwhite, Jason Greiner and Angel Wygant were excused during this portion of the discussion
and returned prior to reconvening into Open Meeting.
RECONVENE INTO OPEN MEETING
The WEDC Board of Directors reconvened into open session at 9:01 a.m.and took the following action:
MOTION: A motion was made by Mitch Herzog and seconded by
Demond Dawkins to increase the Annual Salary of the WEDC Executive Director by
$8,000 effective the first pay period of November 2016 and to fund a bonus of
$10,000. The WEDC Board voted 5—FOR and 0—AGAINST in favor of the motion.
WEDC—Minutes
October 28,2016
Page 8 of 8
Board Member Herzog informed the Board that he was resigning from the WEDC Board of Directors.
He explained that his business activity in the future could pose the appearance of a conflict of interest
and therefore necessitated the need for this action. He emphasized that he regretted leaving the Board
at a time when so many of the long-term strategic plans were coming to fruition and encouraged the
Board to continue the strategic redevelopment of key areas of the City, particularly in relation to the
Jackson Street redevelopment and its impact on the Downtown area. The Board thanked him for his
long and dedicated service to Wylie's economic development. Staff indicated that he regretted this
decision but completely understood Board Member Herzog's position and appreciated the integrity it
represented. Staff agreed to notify the City Secretary immediately to facilitate appointment of a
replacement member by the City Council as quickly as possible.
ADJOURNMENT
With no further business, President Fuller adjourned the WEDC Board meeting at 9:11 a.m.
Marvin Fuller,President
ATTEST:
Samuel Satterwhite,Director