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2015_09.22 EDC Agenda Packet ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com ECONOMIC DEVELOPMENT CORPORATION AGENDA BOARD OF DIRECTORS - REGULAR MEETING September 22, 2015 CITY HALL CONFERENCE ROOM, 405 MUNICIPAL DRIVE REGULAR SESSION - 7:00 PM I. CALL TO ORDER II. ROLL CALL III. MINUTES APPROVAL A. Consider approval of the minutes from the August 25, 2015 regular meeting IV. REGULAR ITEMS A. Review and accept the KEDC Financial Report for August 2015. B. Discuss and consider approval to renew the management services agreement with the Chamber of Commerce V. STAFF ANNOUNCEMENTS/REPORTS A. Village Creek B. TownCenter C. Chamber Report VI. EXECUTIVE SESSION A. The Economic Development Corporation will meet in closed session pursuant to Section 551.072 of the Texas Government Code to deliberate the purchase, lease, or value of real property 1. 5913 Kennedale Road 2. 5409 Kennedale Road 3. 1200 Block Bowman Springs Road 4. 6900 Block Kennedale Parkway VII. RECONVENE INTO OPEN SESSION, AND TAKE ACTION NECESSARY PURSUANT TO EXECUTIVE SESSION, IF NEEDED VIII. ADJOURNMENT In compliance with the Americans with Disabilities Act, the City of Kennedale will provide for reasonable accommodations for persons attending City Council meetings. This building is wheelchair accessible, and parking spaces for disabled citizens are available. Requests for sign interpreter services must be made forty-eight(48) hours prior to the meetings. Please contact the City Secretary at 817.985.2104 or(TDD) 1.800.735.2989 CERTIFICATION I certify that a copy of the September 22,2015, Kennedale Economic Development Corporation agenda was posted on the City Hall bulletin board next to the main entrance of the City Hall building, 405 Municipal Drive, of the City of Kennedale, Texas, in a place convenient and readily accessible to the general public at all times and said agenda was posted at least 72 hours preceding the schedule time of said meeting,in accordance with Chapter 551 of the Texas Government Code. Leslie Galloway, City 816cretary 405 Municipal Drive, Kennedale, TX 76060 1 Telephone: 817.985.2102 1 Fax: 817-478-7169 ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: September 22, 2015 Agenda Item No: MINUTES APPROVAL - A. I. Subject: Consider approval of the minutes from the August 25, 2015 regular meeting II. Originated by: III. Summary: Minutes are prepared by the Deputy City Secretary and ready for approval. IV. Recommendation: Approve V. Alternative Actions: VI. Attachments: 1. JEconomic Development Corporation Meeting Minutes - August 25, 2015 8.25.15. df _)c KENNEDALE Kennedale Economic Development www.ci yofi(enn Corporation rn ECONOMIC DEVELOPMENT CORPORATION BOARD OF DIRECTORS - REGULAR MEETING MINUTES August 25, 2015 I. CALL TO ORDER President Mundy called the meeting to order at 7:03 p.m. II. ROLL CALL Present: Michael Johnson, Adrienne Kay, Rebecca Mowell, Robert Mundy, Pat Turner, Mark Yeary Absent: Ronald Whitley Staff Present: Bob Hart, Krystal Crump, Kathy Moore, and Jack Thompson with Orasi Development/Chamber of Commerce III. MINUTES APPROVAL A. Consider approval of the minutes from the July 28, 2015 regular meeting Motion To approve the July 28, 2015 regular meeting minutes. Action Approve, Moved By Pat Turner, Seconded By Rebecca Mowell. Motion passed Unanimously IV. REGULAR ITEMS A. Review and accept the KEDC Financial Report for July 2015. Finance Director, Krystal Crump provided an update on the July 2015 Economic Development Corporation financial report. Krystal noted that there was an overage in the maintenance line item due to an air conditioning issue at TownCenter; however, she noted that this was a one- time issue. Additionally, there was discussion within the group on the principles of accrual accounting and if that might be a better option for EDC reporting. Motion To approve the July 2015 Economic Development Corporation Finance Report. Action Approve, Moved By Rebecca Mowell, Seconded By Mark Yeary. Motion passed Unanimously B. Update on the International Council of Shopping Centers (ICSC) Conference Attendance EDC Director, Bob Hart stated that Craig Hughes, Hughes Commercial Real Estate and Development is interested in attending the International Council of Shopping Centers (ICSC) Conference in Dallas on November 4-6, 2015. Bob stated that Jack Thompson will be attending and asked if any of the EDC members were interested in attending the event. Robert Mundy and Adrienne Kay stated that they could possible attend; it was noted that confirmation would be needed by the third week in September. V. STAFF ANNOUNCEMENTS/REPORTS A. Village Creek B. Sidewalk Project C. TownCenter D. TIRZ Report E. Chamber Report Director Hart provided updates for ongoing projects; highlights included a FEMA application to be filed on Village Creek; ongoing progress on the Sidewalk Project; new signage coming to TownCenter; and the Tax Increment Reinvestment Zone (TIRZ) is working on an engineering report and financing. Jack Thompson provided updates from the Chamber, inviting everyone to their upcoming Business After Hours Event at Alley Kats in Arlington, on Tuesday evening, September 1; he noted that this is a free event. Additionally, Jack stated that the September Chamber luncheon will feature the State of the City address by Mayor Johnson. VI. EXECUTIVE SESSION President Mundy recessed into executive session at 7:27 p.m. A. The Economic Development Corporation will meet in closed session pursuant to Section 551.072 of the Texas Government Code to deliberate the purchase, lease, or value of real property 1. Industrial Prospects for Bloxom Park 2. 1298 W. Kennedale Parkway Business Incentives 3. 5913 Kennedale Road 4. 5409 Kennedale Road 5. 580 Corry A. Edwards Drive 6. 1200 Block Bowman Springs Road 7. 6900 Block Kennedale Parkway 8. Red's Roadhouse Status 9. 516 Corry A. Edwards Drive 10. 705 Kennedale Parkway VII. RECONVENE INTO OPEN SESSION, AND TAKE ACTION NECESSARY PURSUANT TO EXECUTIVE SESSION, IF NEEDED President Mundy reconvened into open session at 8:24 p.m. No action was necessary pursuant to the Executive Session. VIII. ADJOURNMENT The meeting was adjourned at 8:26 p.m. Motion To adjourn. Action Adjourn, Moved By Mark Yeary, Seconded By Rebecca Mowell. Motion passed Unanimously APPROVED: ATTEST: President Robert Mundy Deputy City Secretary Kathy E. Moore ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: September 22, 2015 Agenda Item No: REGULAR ITEMS - A. I. Subject: Review and accept the KEDC Financial Report for August 2015. II. Originated by: Finance Director, Director of Finance & IT III. Summary: Finance Director, Krystal Crump will provide an overview of the August 2015 Kennedale Economic Development Corporation Financial Report. IV. Recommendation: Approve V. Alternative Actions: VI. Attachments: 1. [AUGUST 2015 FINANCIALS 0150915 EDC AUGUST 15 FINANCIALS. df AUGUST 2015 ECONOMIC DEVELOPMENT CORPORATION FINANCIALS SUMMARY Budget Amendment 15-5565-01-00 Legal Services — increase budget $8,700 15-5570-01-00 Special Services — increase budget $15,000 15-5580-01-00 Engineering Services — increase budget $10,000 15-5615-01-00 Functional Grant— increase budget $37,744 15-5800-01-00 Land — increase budget $20,887 Monthly Information The administration department is over budget $50,000 and being corrected with budget amendments. August sales tax payment was 2nd largest for city. Rental Fees, MMD Tax and Rental Insurance are reported on the Accrual Basis of Accounting, while all other revenues and expenditures are reported on the Cash Basis. This procedure has been in effect for several years, but can be changed should the Board wish. Krystal Crump Finance Director CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES BALANCE SHEET ALL EDC FUND'S JULY JULY FY13-14 BEGINNING ENDING BALANCE SHEEP ACTUAL BALANCE REVENUES EXPENDITURES BALANCE INVESTMENT IN CONSOLIDATED CASH 177,198 153,625 52,472 65,047 141,050 TEXPOOL 19 19 - - 19 BANK ESCROW-SHOPPING CENTER 10,000 10,000 10,000 SECURITY DEPOSIT-SHOPPING CENTER (14,899) (14,899) - - (14,899) FUND BALANCE-FUND 15 226,739 226,740 52,468 65,047 136,172 FUND BALANCE-FUND 19 29,429 29,429 - - 29,440 FUND BALANCE-FUND 95 119,922 119,953 4 - 119,957 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES INCOME STATEMENT 15:EDC4B FUND FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY INCOME STATEMENT BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE OPERATING REVENUES 1,103,880 1,103,880 1,430,856 1,536,006 901,665 901,665 507,881 619,143 (202,215) OPERATING EXPENDITURES (612,657) (603,159) (501,533) (599,079) (595,193) (595,193) (444,983) (464,933) 7,966 OPERATING INCOME/(LOSS) 491,223 500,721 929,322 936,927 306,472 306,472 62,898 154,210 (194,249) NONOPERATING REVENUES/(EXPENSES) INTEREST EARNINGS 645 645 8 12 4 4 53 55 (641) (TRANSFER OUT) (155,118) (155,118) (155,119) (155,119) (153,519) (153,519) (153,519) (153,519) 1,599 NET OPERATING INCOME/(LOSS) 336,750 346,248 774,212 781,820 152,957 152,957 (90,568) 746 (193,291) BEGINNING FUND BALANCE $ (555,080) $ (555,080) $ (555,080) $ (555,080) $ 226,740 $ 226,740 $ 226,740 $ 226,740 781,820 ENDING FUND BALANCE(EXCLUDING OTHER FUNDS) $ (218,330) $ (208,832) $ 219,132 $ 226,740 $ 379,697 $ 379,697 $ 136,172 $ 227,486 588,529 95:EDC4B RESERVE FUND $ 119,966 $ 119,955 $ 119,911 $ 119,922 $ 119,935 $ 119,938 $ 119,957 $ 119,959 (20) 19:EDC413 CAPITAL BOND FUND $ 13,357 $ 4,424 $ 29,424 $ 29,429 $ 4,451 $ 4,449 $ 29,440 $ 29,442 27 ENDING FUND BALANCE(INCLUDING OTHER FUNDS) $ (85,007) $ (84,453) $ 368,467 $ 376,090 $ 504,083 $ 504,083 $ 285,569 $ 376,887 $ 588,535 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES FUND SUMMARY BY CATEGORY 15:EDC413 FUND FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 CATEGORY BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD 7. BEGINNING FUND BALANCE $ (555,080) $ (555,080) $ (555,080) $ (555,080) $ 226,740 $ 226,740 $ 226,740 $ 226,740 $ 323,848 AD VALOREM TAXES 23,132 23,132 51,936 52,329 48,062 48,062 38,075 48,062 24,930 224.5% 79.2% SALES/BEVERAGE TAXES 305,808 305,808 247,408 325,630 334,791 334,791 327,074 387,389 28,983 80.9% 97.7% INVESTMENT EARNINGS 645 645 8 12 4 4 53 55 (641) 1.2% 1325.0% MISCELLANEOUS INCOME 600,000 600,000 991,227 1,008,096 384,120 384,120 45,217 49,000 (215,880) 165.2% 11.8% SURPLUS SALES/RENTALS 174,940 174,940 140,285 149,950 134,692 134,692 97,515 134,692 (40,248) 80.2% 72.4% TOTAL REVENUES $ 1,104,525 $ 1,104,525 $ 1,430,864 $ 1,536,017 $ 901,669 $ 901,669 $ 507,934 $ 619,198 $ (202,856) 129.57. 56.37. SUPPLIES 3,100 3,100 - - 3,100 3,100 4,625 4,625 - 0.0% 149.2% MAINTENANCE 30,240 30,240 24,891 26,036 23,592 23,592 25,928 28,000 (6,648) 82.3% 109.9% SUNDRY 213,130 317,742 253,978 345,864 201,629 201,629 186,003 203,828 (116,113) 79.9% 92.3% DEBT 186,187 168,977 163,423 167,937 186,873 186,873 207,540 207,593 17,896 96.7% 111.1% TRANSFERS 155,118 155,118 155,119 155,119 153,519 153,519 153,519 153,519 (1,599) 100.0% 100.0% CAPITAL 180,000 83,100 59,241 59,241 180,000 180,000 20,887 20,887 96,900 71.3% 11.6% TOTAL EXPENDITURES $ 767,775 $ 758,277 $ 656,652 $ 754,198 $ 748,712 $ 748,712 $ 598,502 $ 618,452 $ (9,565) 86.67. 79.97. REVENUES OVER EXPENDITURES $ 336,750 $ 346,248 $ 774,212 $ 781,820 $ 152,957 $ 152,957 $ (90,568) $ 746 ENDING FUND BALANCE $ (218,330) $ (208,832) $ 219,132 $ 226,740 $ 379,697 $ 379,697 $ 136,172 $ 227,486 FUND BALANCE AS 7.OF EXP -28.47. -27.57. 33.47. 30.17. 50.77. 50.77. 22.8% 36.87. RESERVE SURPLUS/(SHORTFALL) $ (218,330) $ (208,832) $ 219,132 $ 226,740 $ 379,697 $ 379,697 $ 136,172 $ 227,486 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE LINE ITEM SUMMARY 15:EDC4B FUND FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD T. YTD% 4002-00-00 MMD TAX-CURRENT YEAR 23,132 23,132 51,936 52,329 48,062 48,062 38,075 48,062 24,930 224.5% 79.2% AD VALOREM TAXES $ 23,132 $ 23,132 $ 51,936 $ 52,329 $ 48,062 $ 48,062 $ 38,075 $ 48,062 $ 24,930 224.5% 79.2% 4081-00-00 SALES TAX 305,808 305,808 247,408 325,630 334,791 334,791 327,074 387,389 28,983 80.9% 97.7% SALES/BEVERAGE TAXES $ 305,808 $ 305,808 $ 247,408 $ 325,630 $ 334,791 $ 334,791 $ 327,074 $ 387,389 $ 28,983 80.9% 97.77. 4401-00-00 INVESTMENT INCOME 645 645 8 12 4 4 53 55 (641) 1.2% 1325.0% INVESTMENT EARNINGS $ 645 $ 645 $ 8 $ 12 $ 4 $ 4 $ 53 $ 55 $ (641) 1.2% 1325.0% 4409-00-00 MISCELLANEOUS INCOME 600,000 600,000 979,284 989,468 384,120 384,120 45,217 49,000 (215,880) 163.2% 11.8% 4415-00-00 INSURANCE REIMBURSEMENTS 11,943 18,628 #DIV 10! 0.0% MISCELLANEOUS INCOME $ 600,000 $ 600,000 $ 991,227 $1,008,096 $ 384,120 $ 384,120 $ 45,217 $ 49,000 $ (215,880) 165.2% 11.87. 4805-00-00 RENTAL FEES-SHOPPING CENTER 166,440 166,440 135,450 145,091 126,192 126,192 97,271 126,192 (40,248) 81.4% 77.1% 4806-00-00 RENTAL INSURANCE 8,500 8,500 4,835 4,859 8,500 8,500 244 8,500 56.9% 2.9% SURPLUS SALES/RENTALS $ 174,940 $ 174,940 $ 140,285 $ 149,950 $ 134,692 $ 134,692 $ 97,515 $ 134,692 $ (40,248) 80.2% 72.4% TRANSFERS $ - $ - $ . $ . $ . $ . $ . $ . $ - 0.07. 0.07. TOTAL REVENUES $1,104,525 $1,104,525 $1,430,864 $1,536,017 $ 901,669 $ 901,669 $ 507,934 $ 619,198 $ (202,856) 129.5% 56.37. TOTAL REVENUES(EXCLUDING INTEREST/TRANSFERS) $1,103,880 $1,103,880 $1,418,913 $1,517,378 $ 901,665 $ 901,665 $ 507,881 $ 619,143 $ (202,215) 10%ADMIN CHARGE-GENERAL FUND 110,388 110,388 141,891 151,738 90,167 90,167 50,788 61,914 (20,221) 'EXEMPLIFYING EXCELLENCE' CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE LINE ITEM DETAIL 15:EDC413 FUND FY14.15 PROPOSED 4002-00-00 MMD TAX-CURRENT YEAR BASED ON FY13/14 ASSESSED VALUE OF $2,783,693 AND TOTAL TAX 48,062 48,062 RATE OF 2.880965 PER$100(MINUS TRACT 1 R FOR SURPLUS) CITY OF KENNEDALE:$0.747500 KENNEDALE ISD:$1.492068 TARRANT COUNTY:$0.264000 TARRANT HOSPITAL:$0.227897 TARRANT COLLEGE:$0.149500 4081-00-00 SALES TAX GENERALLY BUDGET BASED ON PRIOR 3 YEARS OF HISTORY 334,791 334,791 4401-00-00 INVESTMENT INCOME EARNING BASED UPON AVERAGE BALANCE/INTEREST RATES 4 4 4409-00-00 MISCELLANEOUS INCOME SALE OF 1121 WEST KENNEDALE PARKWAY 360,000 384,120 (APACHE/NACHO/FOX/WHEELER/HUNDE PURCHASED FY09/10) -3RD PADSITE,4TH PADSITE REMAINING MONTHLY FEE FROM CHAMBER FOR SERVICES($2000 MONTH) 24,000 MONTHLY FEE FROM CHAMBER PER RENTAL AGREEMENT ($10 120 MONTH) PLUS$100 DEPOSIT 4805-00-00 RENTAL FEES-SHOPPING CENTER SUBWAY ($1400 MONTH, RELOCATION FEB 2012, LEASE EXPIRES - 126,192 09/01/13,GOES TO$1750 UPON EXPIRATION) CHICKEN EXPRESS ($2518 MONTH, RELOCATION JUL 2013, LEASE 25,180 EXPIRES 05/31/17,GOES TO$2618 UPON MOVE) DOLLAR GENERAL ($4719 MONTH, LEASE EXPIRES 07/31/17, 2% 56,628 MANAGEMENT FEE FOR AT RENEWA) PREPAID TENANT FEES RECEIVED BUT CORRESPONDING OFFSET 44,384 OCCURS WHEN BOOKED AGAINST CAM EXPENSES (EXCLUDES RENTAL INSURANCE CAM 4806-00-00 RENTAL INSURANCE RENTAL CAM COLLECTED ON LEASE AGREEMENTS AND THEN USED TO 8,500 8,500 PAY TML INSURANCE (OFFSETTING EXPENSE UNDER TOWN SHOPPING CENTER TOTAL REVENUES $ 901,669 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC4B FUND O1:ADMINISTRATION FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD% 5220-01-00 UNIFORMS - - - - - - - - - 0.0% 0.0% 5240-01-00 PRINTED SUPPLIES 3,000 3,000 - - 3,000 3,000 4,505 4,505 - 0.0% 150.2% 5260-01-00 GENERAL OFFICE SUPPLIES 50 50 - - 50 50 - - - 0.0% 0.0% 5261-01-00 POSTAGE 50 50 - - 50 50 120 120 - 0.0% 240.0% SUPPLIES $ 3,100 $ 3,100 $ - $ - $ 3,100 $ 3,100 $ 4,625 $ 4,625 $ - 0.0% 149.2% MAINTENANCE $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.09. 5501-01-00 ADVERTISING - - 3,616 3,616 1,200 1,200 359 359 1,200 #DIV/0! 29.9% 5510-01-00 ASSOC DUES/PUBLICATIONS 3,150 3,150 3,614 3,614 4,020 4,020 4,755 4,800 870 114.7% 118.3% 5512-01-00 CONTRACTUAL SERVICES - - - - - - - - - 0.0% 0.0% 5525-01-00 TRAINING/SEMINARS 1,000 1,000 - - 250 250 - - (750) 0.0% 0.0% 5565-01-00 LEGAL SERVICES 5,000 5,000 250 250 1,000 1,000 9,700 9,700 (4,000) 5.0% 970.0% 5567-01-00 AUDITSERVICES 2,000 2,000 20,000 2,000 2,000 2,000 2,000 2,000 - 1000.0% 100.0% 5569-01-00 ITSUPPORT - - - - - - - - - 0.0% 0.0% 5570-01-00 SPECIAL SERVICES 51,600 51,600 44,385 56,485 72,600 72,600 84,693 84,693 21,000 86.0% 116.7% 5575-01-00 EQUIPMENT RENTAL - - - - - - - - - 0.0% 0.0% 5578-01-00 TRAVEL 700 700 - - 100 100 70 70 (600) 0.0% 70.0% 5580-01-00 ENGINEERING SERVICES 10,000 10,000 7,500 12,855 1,000 1,000 9,135 11,000 (9,000) 75.0% 913.5% 5585-01-00 TELEPHONE SERVICES - - - - - - - - - 0.0% 0.0% 5595-01-00 ADMIN CHARGE-GENERAL FUND 110,388 215,000 129,811 213,607 90,167 90,167 50,588 61,914 (124,833) 60.4% 56.1% SUNDRY $ 183,838 $ 288,450 $ 209,176 $ 292,427 $ 172,337 $ 172,337 $ 161,300 $ 174,536 $ (116,113) 72.5% 93.6% 5615-01-00 FUNCTIONAL GRANT - - - - - - 37,744 37,744 - 0.0% #DIV/0! DEBT $ - $ - $ - $ - $ - $ - $ 37,744 $ 37,744 $ - 0.0% #DIV/01 TRANSFERS $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% 5800-01-00 LAND - 48,100 47,184 47,184 - - 20,887 20,887 (48,100) 98.1% #DIV/0! CAPITAL $ - $ 48,100 $ 47,184 $ 47,184 $ - $ - $ 20,887 $ 20,887 $ (48,100) 98.1% #DIV/01 TOTAL EXPENDITURES $ 186,938 $ 339,650 $ 256,360 $ 339,611 $ 175,437 $ 175,437 $ 224,556 $ 237,792 $ (164,213) 48.7% 75.5% "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM DETAIL 15:EDC413 FUND 01:ADMINISTRATION FY14-15 PROPOSED 5101-01-00 SALARIES EDC DIRECTOR POSITION OMITTED. 5107-01-00 OVERTIME EDC DIRECTOR POSITION OMITTED. 5115-01-00 RETIREMENT EDC DIRECTOR POSITION OMITTED. 5117-01-00 FICA EDC DIRECTOR POSITION OMITTED. 5118-01-00 MEDICAL INSURANCE EDC DIRECTOR POSITION OMITTED. 5120-01-00 LIFE INSURANCE EDC DIRECTOR POSITION OMITTED. 5121-01-00 DENTAL INSURANCE EDC DIRECTOR POSITION OMITTED. 5122-01-00 VISION INSURANCE EDC DIRECTOR POSITION OMITTED. 5220-01-00 UNIFORMS NEW SHIRTS FOR CONVENTIONS/MEETINGS 5240-01-00 PRINTED SUPPLIES PRINTED MAPS OF ENTIRE CITY - 3,000 EDC COPIES/BROCHURES 3,000 CITY MARKETING FLYERS/AERIAL PHOTOS - CITY NEWSLETTER PRINTING GLOBAL SPLIT 66%EDC/34%CITY - 5260-01-00 GENERAL OFFICE SUPPLIES FILES/FOLDERS/PAPER/PENCILS (REDUCED DUE TO CONTRACTING 50 50 OUT EDC DIRECTOR POSITION 5261-01-00 POSTAGE FOR MAIL OUTS/MARKETING PACKAGES (REDUCED DUE TO 50 50 CONTRACTING OUT EDC DIRECTOR POSITION 5280-01-00 MINOR EQUIP/SMALL TOOLS<$5K ADDITIONAL EQUIPMENT ASSOCIATED WITH - PRESENTATIONS/MARKETING (REDUCED DUE TO CONTRACTING OUT EDC DIRECTOR POSITION 5290-01-00 EXPENDABLE SUPPLIES TOWN CENTER GRAND OPENING 9/11 MEMORIAL 5440-01-00 OFFICE EQUIP/SOFTWARE MAINT REDUCED DUE TO CONTRACTING OUT EDC DIRECTOR POSITION 5501-01-00 ADVERTISING PROMOTIONAL ADVERTISING,LEGAL NOTICES AND BUDGET HEARING 1,200 1,200 AD 1200 5510-01-00 ASSOC DUES/PUBLICATIONS TEXAS ECONOMIC DEVELOPMENT COMMISSION 200 4,020 DUNN&BRADSTREET/HOOVERS SUBSCRIPTION SERVICE - CITY($1875) &EDC($675) KENNEDALE CHAMBER MEMBERSHIP 2,550 DALLAS CHAMBER ($870)&TX MONTHLY ECONOMIC GUIDE AD($0), 1,270 DALLAS CHAMBER MAP ADD 400 5525-01-00 TRAINING/SEMINARS EDC TRAINING THROUGH VARIOUS ASSOCIATIONS BY BOARS 250 250 5565-01-00 LEGAL SERVICES BILLABLE HOURS FOR CITY ATTORNEY ON EDC RELATED PROJECTS 1,000 1,000 I.E. HOTEL OTHER POTENTIAL OPPORTUNITIES 5567-01-00 AUDIT SERVICES PATILLO, BROWN &HILL SERVICES FOR INDEPENDENT ANNUAL AUDIT 2,000 2,000 (FYI 1/12 $1500, FYI 2/13 $1500, FYI 3/14 $2K, FYI 4/15 $2K, FYI 5/16 2250 5570-01-00 SPECIAL SERVICES TOWN CENTER CONSULTING FIRM (APPROXIMATELY $5500/MONTH 66,000 72,600 BEGINNING JUL 2014,TO INCLUDE$3500 FOR EDC SERVICES, $2000 FOR CHAMBER SERVICES) - $2000 DIRECT REVENUE OFFSET FROM CHAMBER EACH MONTH WEBSITE MAINTENANCE BY CONSULTANT 550/MONTH 6,600 5578-01-00 TRAVEL TRAVEL RELATED TO OTHER EDC TRAINING/SEMINARS BY 100 100 STAFF BOARD 5580-01-00 ENGINEERING TIED TO POTENTIAL ACTIVITIES/PROJECTS I.E.,HOTEL,ETC. 1,000 1,000 5595-01-00 ADMIN CHARGE-GENERAL FUND CHARGE FOR SERVICES PROVIDED BY GENERAL FUND RESOURCES 90,167 90,167 (10%TOTAL REVENUES EXCLUDING INTEREST/TRANSFERS) TOTAL EXPENDITURES $ 175,437 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC4B FUND O1:ADMINISTRATION 03:DEBT SERVICE FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FYI 3-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD% 5620-01-03 ISSUANCE COSTS - - - - - - - - - 0.0% 0.0% 5621-01-03 PAYING AGENT FEES - - - - - - - - - 0.0% 0.0% 5643-01-03 2007$1.210 TAX BOND-INTEREST 68,806 68,806 68,766 68,766 65,678 65,678 65,625 65,678 (3,128) 99.9% 99.9% 5644-01-03 2007$1.210 TAX BOND-PRINCIPAL 45,000 45,000 45,000 45,000 50,000 50,000 50,000 50,000 5,000 100.0% 100.0% 5645-01-03 2011$1.710 TX LEVERAGE-INT 18,210 18,218 16,745 18,210 17,024 17,024 17,024 17,024 (1,194) 91.9% 100.0% 5646-01-03 2011$1.710 TX LEVERAGE-PRI 54,171 36,953 32,911 35,961 54,171 54,171 37,147 37,147 17,218 89.1% 68.6% DEBT $ 186,187 $ 168,977 $ 163,423 $ 167,937 $ 186,873 $ 186,873 $ 169,796 $ 169,849 $ 17,896 96.7% 90.9% 0.0% 0.0% 5702-01-03 TRANSFER OUT-DEBT SERVICE FUND 155,118 155,118 155,119 155,119 153,519 153,519 153,519 153,519 (1,599) 100.0% 100.0% TRANSFER $ 155,118 $ 155,118 $ 155,119 $ 155,119 $ 153,519 $ 153,519 $ 153,519 $ 153,519 $ (1,599) 100.07. 100.0% TOTAL EXPENDITURES $ 341,305 $ 324,095 $ 318,542 $ 323,056 $ 340,392 $ 340,392 $ 323,315 $ 323,368 $ 16,297 98.3% 95.09. "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM DETAIL 15:EDC4B FUND 01:ADMINISTRATION 03:DEBT SERVICE FY14.15 PROPOSED 5643-01-03 2007$1.2M TAX BOND-INTEREST DUE 1 1/01 32,839 65,678 DUE 05/01 32,839 5644-01-03 2007$1.2M TAX BOND-PRINCIPAL DUE 05/01 50,000 50,000 5645-01-03 2011 $11M TX LEVERAGE-INT DUE BY 1ST OF EACH MONTH BEGINS 11/01/2011 17,024 17,024 5646-01-03 2011 $1.7M TX LEVERAGE-PRI DUE BY IST OF EACH MONTH BEGINS 11/01/2011) 54,171 54,171 5702-01-03 TRANSFER OUT-DEBT SERVICE FUND DUE 11/01 INTEREST:2010$2.OM CO BOND 36,759 153,519 DUE 05/01 INTEREST:2010$2.OM CO BOND 36,759 DUE 05/01 PRINCIPAL:2010$2.01A CO BOND 80,000 TOTAL EXPENDITURES $ 340,392 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC413 FUND 02:TOWN SHOPPING CENTER FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD SUPPLIES $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% 5403-02-00 BUILDING MAINTENANCE 30,240 30,240 24,891 26,036 23,592 23,592 25,928 28,000 (6,648) 82.3% 109.9% MAINTENANCE $ 30,240 $ 30,240 $ 24,891 $ 26,036 $ 23,592 $ 23,592 $ 25,928 $ 28,000 $ (6,648) 82.3% 109.97. 5530-02-00 ELECTRIC SERVICES 5,000 5,000 3,754 4,439 5,000 5,000 4,380 5,000 - 75.1% 87.691 5545-02-00 INSURANCE-PROPERTY 8,500 8,500 10,075 10,075 8,500 8,500 6,347 8,500 - 118.5% 74.7% 5570-02-00 SPECIAL SERVICES 15,792 15,792 15,055 16,371 15,792 15,792 13,976 15,792 - 95.3% 88.591 SUNDRY $ 29,292 $ 29,292 $ 28,884 $ 30,885 $ 29,292 $ 29,292 $ 24,703 $ 29,292 $ - 98.67. 84.3% TOTAL EXPENDITURES $ 59,532 $ 59,532 $ 53,775 $ 56,922 $ 52,884 $ 52,884 $ 50,631 $ 57,292 $ (6,648) 90.37. 95.77. "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM DETAIL 15:EDC4B FUND 02:TOWN SHOPPING CENTER FY14-15 PROPOSED 5403-02-00 BUILDING MAINTENANCE WATER ($350/MONTH) 4,200 23,592 FIRE SPRINKLER-CAM($150/QUARTER) 600 LANDSCAPE/MATERIALS-CAM($1166/MONTH) 13,992 MAINTENANCE-CAM $400/MONTH 4,800 5530-02-00 ELECTRIC SERVICES ELECTRICITY-CAM 5,000 5,000 5545-02-00 INSURANCE-PROPERTY COVERAGE THROUGH TEXAS MUNICIPAL LEAGUE (CHICKEN 8,500 8,500 EXPRESS/DOLLAR GENERAL BUILDING ON TML SCHEDULE, ALL OTHER BUILDINGS CARRIED ON CYPRESS INSURANCE 5570-02-00 SPECIAL SERVICES PROPERTY/ASSET MANAGEMENT($500 PER MONTH) 6,000 15,792 SEP 2013 - AUG 2015: SUBWAY $350, ACE $466 OR $9792 FY13/14 - 9,792 FY14 15 ANNUAL TOTAL EXPENDITURES $ 52,884 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC4B FUND 03:TOWN CENTER REDEVELOPMENT FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD SUNDRY $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% 5847-03-00 CONSTRUCTION 30,000 - - - 30,000 30,000 - - 30,000 0.09, 0.0% CAPITAL $ 30,000 $ - $ - $ - $ 30,000 $ 30,000 $ - $ - $ 30,000 0.0% 0.0% $ 30,000 $ - $ - $ - $ 30,000 $ 30,000 $ - $ - $ 30,000 0.0% 0.0% "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM DETAIL 15: EDC413 FUND 03:TOWN CENTER REDEVELOPMENT FY14-15 PROPOSED 5847-03-00 CONSTRUCTION CHICKEN EXPRESS BUILDING HEALTH INSPECTIONS/ASBESTOS SURVEY 5,000 30,000 CHICKEN EXPRESS TEAR DOWN/DEMOLITION 25,000 TOTAL EXPENDITURES $ 30,000 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC413 FUND 04:TEXAS LEVERAGE PROGRAM FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FYI 4-15 FYI 4-15 FYI 4-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD 5580-04-00 ENGINEERING SERVICES - - 15,918 22,552 - - - - - #DIV/0! 141.7% SUNDRY $ - $ - $ 15,918 $ 22,552 $ - $ - $ - $ - $ - 0.0% 0.0% DEBT $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% 5800-04-00 LAND 150,000 35,000 12,057 12,057 150,000 150,000 - - 115,000 #DIV/0! 142.8% CAPITAL $ 150,000 $ 35,000 $ 12,057 $ 12,057 $ 150,000 $ 150,000 $ - $ - $ 115,000 100.7% 142.87. $ 150,000 $ 35,000 $ 27,975 $ 34,609 $ 150,000 $ 150,000 $ - $ - $ 115,000 111.9% 156.67. "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM DETAIL 15: EDC413 FUND 04:TEXAS LEVERAGE PROGRAM FY14-15 PROPOSED 5800-00-00 LAND HOTEL/QT PROPERTY 150,000 150,000 TOTAL EXPENDITURES $ 150,000 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES FUND SUMMARY BY CATEGORY 19:EDC413 CAPITAL BOND FUND FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 CATEGORY BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD V. YTD V. BEGINNING FUND BALANCE $ 38,357 $ 29,411 $ 29,411 $ 29,411 $ 29,431 $ 29,429 $ 29,429 $ 29,429 INVESTMENT EARNINGS - 17 17 18 20 20 11 13 20 100.07o 55.0% TOTAL REVENUES $ $ 17 $ 17 $ 18 $ 20 $ 20 $ 11 $ 13 $ 20 100.07. 55.07. CAPITAL 25,000 25,000 - - 25,000 25,000 - - - 0.0% 0.0% TOTAL EXPENDITURES $ 25,000 $ 25,000 $ $ $ 25,000 $ 25,000 $ $ $ 0.07. 0.07. REVENUES OVER EXPENDITURES $ (25,000) $ (24,983) $ 17 $ 18 $ (24,980) $ (24,980) $ 11 $ 13 ENDING FUND BALANCE $ 13,357 $ 4,428 $ 29,428 $ 29,429 $ 4,451 $ 4,449 $ 29,440 $ 29,442 ADJUSTMENTS FUND BALANCE AS%OF EXP 53.4% 17.77. N/A N/A 17.87. 17.87. N/A N/A RESERVE(NO REQUIREMENT) $ $ $ $ $ $ $ $ RESERVE SURPLUS/(SHORTFALL) $ 13,357 $ 4,428 $ 29,428 $ 29,429 $ 4,451 $ 4,449 $ 29,440 $ 29,442 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE/EXPENDITURE LINE REM SUMMARY 19:EDC413 CAPITAL BOND FUND FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD V. 4401-00-00 INVESTMENT INCOME - - 17 18 20 20 11 13 20 #DIV/0! 55.0% INVESTMENT EARNINGS $ - $ - $ 17 $ 18 $ 20 $ 20 $ 11 $ 13 $ 20 #DIV/01 55.07. TRANSFERS $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% TOTAL REVENUES $ - $ - $ 17 $ 18 $ 20 $ 20 $ 11 $ 13 $ (250) #DIV/01 55.0% 19:EDC413 CAPITAL BOND FUND 01:TOWN CENTER REDEVELOPMENT FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD V. MAINTENANCE $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.07. SUNDRY $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.07. 0.07. 5847-01-00 CONSTRUCTION 25,000 25,000 - - 25,000 25,000 - - - 0.0% 0.0% CAPITAL $ 25,000 $ 25,000 $ - $ - $ 25,000 $ 25,000 $ - $ - $ - 0.0% 0.0% TOTAL EXPENDITURES $ 25,000 $ 25,000 $ - $ - $ 25,000 $ 25,000 $ - $ - $ - 0.0% 0.07. "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE/EXPENDITURE LINE ITEM DETAIL 19:EDC413 CAPITAL BOND FUND FY14-15 PROPOSED 4401-00-00 INVESTMENT INCOME EARNING BASED UPON AVERAGE BALANCE/INTEREST RATE: 20 20 TOTAL REVENUES $ 20 19:EDC413 CAPITAL BOND FUND 01:TOWN CENTER REDEVELOPMENT FY14-15 PROPOSED 5847-01-00 CONSTRUCTION WATER TANK IN TOWNCENTER 25,000 25,000 TOTAL EXPENDITURES $ 25,000 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES FUND SUMMARY BY CATEGORY 95:EDC413 RESERVE FUND FY13-14 FYI 3-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FYI 3-14 FY14-15 CATEGORY BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD 7. YTD V. BEGINNING FUND BALANCE $ 119,914 $ 119,903 $ 119,903 $ 119,903 $ 119,919 $ 119,922 $ 119,922 $ 119,922 INVESTMENT EARNINGS 52 52 17 19 16 16 35 37 (36) 32.7% 218.8% TOTAL REVENUES $ 52 $ 52 $ 17 $ 19 $ 16 $ 16 $ 35 $ 37 $ (36) 32.77. 218.8% TOTAL EXPENDITURES $ $ $ $ $ $ $ $ $ - 0.037 0.0% REVENUES OVER EXPENDITURES $ 52 $ 52 $ 17 $ 19 $ 16 $ 16 $ 35 $ 37 ENDING FUND BALANCE $ 119,966 $ 119,955 $ 119,920 $ 119,922 $ 119,935 $ 119,938 $ 119,957 $ 119,959 ADJUSTMENTS - - - - - - FUND BALANCE AS 37.OF EXP N/A N/A N/A N/A N/A N/A N/A N/A RESERVE($112,606 REQUIREMENT) $ 112,606 $ 112,606 $ 112,606 $ 112,606 $ 112,606 $ 112,606 $ 112,606 $ 112,606 RESERVE SURPLUS/(SHORTFALL) $ 7,360 $ 7,349 $ 7,314 $ 7,316 $ 7,329 $ 7,332 $ 7151 $ 7,353 "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE/EXPENDITURE LINE ITEM SUMMARY 95:EDC413 RESERVE FUND FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD% 4401-00-00 INVESTMENT INCOME 52 52 17 19 16 16 35 37 (36) 32.7% 218.8% INVESTMENT EARNINGS $ 52 $ 52 $ 17 $ 19 $ 16 $ 16 $ 35 $ 37 $ (36) 32.7% 218.8% OTHER AGENCY $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% TOTAL REVENUES $ 52 $ 52 $ 17 $ 19 $ 16 $ 16 $ 35 $ 37 $ (36) 32.7% 218.8% 95:EDC413 RESERVE FUND FY13-14 FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 FY14-15 FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED YTD AUGUST ACTUAL PROPOSED AMENDED YTD AUGUST ESTIMATE CHANGE YTD% YTD% TRANSFERS $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% TOTAL EXPENDITURES $ - $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% "EXEMPLIFYING EXCELLENCE" CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE/EXPENDITURE LINE ITEM DETAIL 95:EDC413 RESERVE FUND FY14-15 PROPOSED 4401-00-00 INVESTMENT INCOME EARNING BASED UPON AVERAGE BALANCE/INTEREST RATE: 16 16 TOTAL REVENUES $ 16 FY14-15 PROPOSED 5715-00-00 TRANSFER OUT-EDCB FUND TOTAL EXPENDITURES $ "EXEMPLIFYING EXCELLENCE" Economic Development Corporation Sales Tax Revenue Three Year History $65,000 $60,000 $55,000 $50,000 $45,000 $40,000 $35,000 $30,000 $25,000 $20,000 $15,000 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP 2012-13 ACTUAL (2013-14 ACTUAL -)s--2014-15 ACTUAL Economic Development Corporation Sales Tax Revenue Monthly History $65,000 $60,000 $55,000 $50,000 $45,000 $40,000 $35,000 $30,000 $25,000 $20,000 $15,000 OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP --o-2013-14 ACTUAL --m-2014-15 ACTUAL ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: September 22, 2015 Agenda Item No: REGULAR ITEMS - B. I. Subject: Discuss and consider approval to renew the management services agreement with the Chamber of Commerce II. Originated by: III. Summary: The Comprehensive Operations Assistance Agreement between the Economic Development Corporation and the Kennedale Chamber of Commerce is attached for review and to approve the extension of the agreement for an additional 12 months. IV. Recommendation: Approve V. Alternative Actions: VI. Attachments: 1. JEDC Chamber Agreement Renewal JEDC - Chamber A reement-2015.doc Comprehensive Operations Assistance Agreement This Agreement is made and entered into this day of 2015, by and between the Kennedale Economic Development Corporation, hereinafter called "EDC," and the Kennedale Chamber of Commerce, hereinafter called "Chamber." WITNES SETH: WHEREAS, the Chamber desires to obtain the services of the EDC to provide Operational Services for the Chamber on the terms outlined herein; NOW, THEREFORE, for and in consideration of the mutual covenants and agreements herein contained, the parties hereto agree as follows: Section 1. Duties The EDC hereby agrees to perform the following functions and service for the benefit of the Chamber: • Involvement with regional chamber organizations • Business visits and membership recruitment • Development of membership benefits and educational opportunities • Support membership—monthly luncheon and Business After hours • Special events coordination - parade, golf tournament, and support of Art in the Park • Support board meetings and committee meetings • Staff management • Promotion of the 12 @ 12 quarterly luncheon • Bi-annual legislative day trip to Austin • The EDC Board and the Chamber board to meet jointly twice each year • The officers of the EDC and the Chamber executive committee to meet twice each year • Career fair with local businesses • Maintain Web-site maintenance and design • Design and production of newsletters, print advertisements, and other marketing materials. • Developing Incentive packages • Retention and expansion programs • Economic base analysis • Demographic research • Represent Chamber at Trade Shows The Chamber understands that any person provided by the EDC to perform the services hereunder is an officer or employee of the EDC; thus, should the Chamber have personnel problems beyond day-to-day chamber operations that need to be resolved, it should be done through the EDC and not with the officer or employee directly. Section 2. Term, Renewal and Extension Term. The initial term of this Agreement shall be from July 1, 2014 through September 30, 2014. Renewal and Extension. The Chamber shall consider this Agreement for renewal no less than sixty (60) days prior to the end of the initial term. Either party may allow this Agreement to terminate with a written "Notice of Intent Not to Renew" provided to the other party no less than thirty (30) days prior to the end of the initial term. Any extension or modifications of the term, scope and provisions of this Agreement shall be separately negotiated by the EDC and the Chamber. Service provisions and fixed hourly rates for specific economic development projects and other such special projects above and beyond the basic services set forth in this Agreement may be jointly agreed upon by the Chamber and the EDC. Section 3. Compensation The Chamber agrees to pay the EDC for its services rendered pursuant hereto a fee of$2,000 per month and provide office space for use by the EDC. The EDC shall also be reimbursed any reasonable business expenses incurred while performing duties for the Chamber. Such business expenses include but are not limited to off-site computer expenses, direct Chamber advertising expenses, special data and/or demographic purchases, hotel room and meals when required to be away from the Dallas/Fort Worth region, and materials required to produce reports and presentations, postage, etc. The EDC shall get permission from the Chamber prior to making such expenditures. Section 4. Indemnification The Chamber shall indemnify and hold harmless the EDC against any costs and expenses (including attorney's fees) and amounts actually and reasonably incurred by the EDC in connection with the defense of any civil, criminal or administrative action, suit or proceeding in which the EDC is made a party or with which the EDC is threatened, by reason of this Agreement or because of any act within the course and scope of the EDC's duties and functions hereunder; provided the EDC acted in good faith and in a manner in which the EDC reasonably believed to be in, or not opposed to, the best interest of the Chamber. Notwithstanding the foregoing, the EDC shall not be entitled to indemnification regarding (1) any matter in which the EDC shall be adjudged to be solely liable for negligence or misconduct in the performance of the EDC's duties, or (2) any matter in which the EDC fails to notify the Chamber of a claim within a reasonable time or fails to cooperate in the defense of such claim, but only to the extent that the defense of such claim is prejudiced by the EDC's failure to give notice or to cooperate. Section 5. General Provisions The text herein shall constitute the entire agreement between the parties. This Agreement supersedes all other agreements, either oral or in writing, between the parties to this Agreement, with respect to the services of the EDC to the Chamber. If any provision, or any portion thereof, contained in this Agreement is held to be unconstitutional, invalid or unenforceable, the remainder of this Agreement, or portion thereof, shall be deemed severable, shall not be affected and shall remain in full force and effect. Section 6. Termination of Agreement for Cause If, through any cause, either party shall fail to fulfill in a timely and proper manner any of its obligations under this Agreement, or if either party shall violate any of the covenants, agreements or stipulations of this Agreement, the other party shall thereupon have the right to terminate this Agreement by giving written notice to the party of cause. In that event, all finished or unfinished documents, data, studies, surveys and reports prepared by the EDC shall be delivered to the Chamber and shall become the property of the Chamber upon receipt of compensation for the current month. Section 7. Other Terminations Either party may terminate this Agreement at any time by giving written notice to the other party of such termination and specifying the effective date thereof, at least sixty (60) days before the effective date of such termination. It is mutually agreed that if this Agreement is terminated by the Chamber as provided herein, all finished and unfinished documents, charts and studies prepared by the EDC in the performance of this Agreement shall become the sole property of the Chamber and shall be delivered to the Chamber by the EDC upon receipt of compensation for the last month of work completed. Section 8. Assignability The EDC shall not assign any interest in this Agreement without the prior written consent of the Chamber. Section 9. Confidentiality Any reports, information, data, etc. given to or prepared or assembled by the EDC under this Agreement shall not be made available to any individual or organization by the EDC without the prior written approval of the Chamber, unless required by state law. In Witness Whereof, the parties by their duly authorized officers have caused this Agreement to be executed as of the date above. Kennedale Economic Development Corporation By: (signature) Robert Mundy, President Kennedale Chamber of Commerce By: (signature) Tom Hala, Chair ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: September 22, 2015 Agenda Item No: STAFF ANNOUNCEMENTS/REPORTS - A. I. Subject: Village Creek B. TownCenter C. Chamber Report II. Originated by: Bob Hart III. Summary: The Director will provide an update on these items. • Village Creek • TownCenter • Chamber Report IV. Recommendation: None V. Alternative Actions: VI. Attachments: ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: September 22, 2015 Agenda Item No: EXECUTIVE SESSION - A. I. Subject: The Economic Development Corporation will meet in closed session pursuant to Section 551.072 of the Texas Government Code to deliberate the purchase, lease, or value of real property 1. 5913 Kennedale Road 2. 5409 Kennedale Road 3. 1200 Block Bowman Springs Road 4. 6900 Block Kennedale Parkway II. Originated by: Bob Hart III. Summary: These items will be discussed during the Executive Session. • 5913 Kennedale Road • 5409 Kennedale Road • 1200 Block Bowman Springs Road • 6900 Block Kennedale Parkway IV. Recommendation: V. Alternative Actions: VI. Attachments: