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2015_10.27 EDC Agenda Packet ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com ECONOMIC DEVELOPMENT CORPORATION AGENDA BOARD OF DIRECTORS - REGULAR MEETING October 27, 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 September 22, 2015 regular meeting IV. REGULAR ITEMS A. Review and accept the KEDC Financial Report for September 2015. V. STAFF ANNOUNCEMENTS/REPORTS A. Village Creek B. TownCenter C. Chamber Report D. ICSC 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. 5409 Kennedale Road 2. 1200 Block Bowman Springs Road 3. 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 October 27, 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. Imo, Leslie Galloway, City 38,6cretary 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: October 27, 2015 Agenda Item No: MINUTES APPROVAL - A. I. Subject: Consider approval of the minutes from the September 22, 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 - September 22, 2015 9-22-15. df _)c KENNEDALE Kennedale Economic Development www.ci yofi(enn Corporation rn ECONOMIC DEVELOPMENT CORPORATION BOARD OF DIRECTORS - REGULAR MEETING MINUTES September 22, 2015 1. CALLTO ORDER President Mundy called the meeting to order at 7:01 p.m. 11. ROLL CALL Present:Adrienne Kay, Rebecca Mowell, Fbbert Mundy, Pat Turner, MarkYeary Absent: Michael bhnson, Fenald Whitley III. M I NUTESAPPROVAL A. Consider approval of the minutesfrom the August 25, 2015 regular meeting Motion To approve the August 25, 2015 regular meeting minutes. Action Approve, Moved W Mark Yeary, Seconded W Rebecca M owel 1. Motion passed Unanimously IV. REGULARITEMS A. Review and adept the KEDCFinancial Report for August 2015. Finance Director, Krystal Crump provided an update on the August 2015 Economic Development Corporation financial report and budget amendments. Board members questioned the budget amendments; Krystal stated that she would prepare a detailed worksheet for the budget amendments. Febert Mundy noted a correction to the fund balance on the August financial report; Krystal will revisethe report. There was additional conversation concerning the financial report format. Board members requested the following changes be made for upcoming reports: • More details on the month to month changes • Change the title verbiage, from estimate to forecast • Add page numbers to the report Motion To approve the August 2015 Economic Development Corporation Financial Report and budget amendments with corrections to the fund balance. Action Approve, Moved WAdrienne Kay, Seconded W Rebecca Mowel1. Motion passed Unanimously B. Discuss and consider approval to renew the management services agreement with the Chamber of Commerce President Mundy stated that it was time to review the Comprehensive Operations Assistance Agreement with the Kennedale Chamber of Commerce. Pat Turner questioned how the agreement has benefited the EDGGty. Jack Thompson provided a brief overview of benefits and accomplishments for the past contract period. Discussion ensued among Board members, concluding that the agreement was beneficial to all parties concerned. Fbbert Mundy moved that the Comprehensive Operations Assistance Agreement with the Kennedale Area Chamber of Commerce be approved with the following changes to Saction 2. "Term, Fbnewal and Extension," incorporated: 1. The Section 2, paragraph labeled "Term" changed to read as follows: Term. The term of thisAgreement shall be from October 1, 2015 to September 30, 2016. 2. The Section 2, paragraph labeled "P,-newal and Extension changed to strike the word "initial" in the two (2) placesthat it appears. Motion To approve renewal of the Comprehensive Operations Assistance Agreement with verbiage corrections to the agreement. Action Approve, Moved lay Fbbert Mundy, Seconded W Pat Turner. Motion passed Unanimously V. STAFF ANNOUNCEMENTS FEPORTS A. Village Creek B. TownCenter C Chamber Report Jack Thompson, Orasi Development/Kennedale Chamber reported on ongoing projects for Director Bob Hart. Jack informed the Board that the Army Corps of Engineers performed an environmental study as part of the 205 Study for flood control at Village Creek, and they are willing to help the City pursue grant funding for the project. He added that Hughes Commercial Texas has several prospects in the works for TownCenter, and are interested in sponsoring and/or promoting community events. Jack reported that the Chamber will hold their next Business After Hours on October 6 with a costume contest hosted by Kennedale Chiropractic; a Golf Tournament is scheduled for November 2; and the October Chamber luncheon is scheduled for October 14, which will feature the State of the Gate with State Representative Bill Zedler and Senator Konni Burton. VI. DXECUII VE SEM ON President Mundy recessed into executive session at 8:11 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. 5913 Kennedale Fead 2. 5409 Kennedale Fead 3. 1200 Block Bowman qDrings Fbad 4. 6900 Block Kennedale Parkway 10111. RECONVENE I NTO OPEN SIM ON, AND TAKE AC7I ON NECESMW RJRSUANT TO EXECUTIVESESSION, IF NEEDED President Mundy reconvened into open session at 8:20 p.m. No action was necessary pursuant to the Executive Sqssion. Fbbert noted that the next meeting was scheduled for October 27, 2015 at 7 p.m. VIII. AD.DURNM ENT Motion To adjourn. Action Adjourn, Moved W Mark Yeary, Seconded W Pat Turner. Motion passed Unanimously The meeting wasadjourned at 8:27 p.m. APPROVED: ATTEST: President Fbbert Mundy Deputy City Sqcretary Kathy E Moore ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: October 27, 2015 Agenda Item No: REGULAR ITEMS - A. I. Subject: Review and accept the KEDC Financial Report for September 2015. II. Originated by: Finance Director, Director of Finance & IT Bob Hart III. Summary: Bob Hart will provide an overview of the September 2015 Kennedale Economic Development Corporation Financial Report. IV. Recommendation: Approve V. Alternative Actions: VI. Attachments: 1. ISeptember 2015 Financials 0150915 EDC SEPTEMBER 15 FINANCIALS. df SEPTEMBER 2015 ECONOMIC DEVELOPMENT CORPORATION FINANCIALS SUMMARY Budget Amendment No amendments. Monthly Information • The sales tax has returned to normal. • Land was purchased in the oak crest area. • Engineering costs were moved from special services. 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 FY13-14 FY14-15 BALANCE SHEET ACTUAL ACTUAL INVESTMENT IN CONSOLIDATED CASH - FUND 15 177,198 90,295 INVESTMENT IN CONSOLIDATED CASH - FUND 95 119,962 119,962 TEXPOOL 19 19 TEXPOOL- FUND 19 29,411 29,444 BANK ESCROW-SHOPPING CENTER 10,000 10,000 SECURITY DEPOSIT-SHOPPING CENTER (14,899) (14,899) FUND BALANCE- FUND 15 226,739 117,326 FUND BALANCE- FUND 19 29,429 29,444 FUND BALANCE- FUND 95 119,922 119,962 "EXEMPLIFYING EXCELLENCE" 1 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES INCOME STATEMENT 15:EDC4B FUND FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY INCOME STATEMENT BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE OPERATING REVENUES 1,103,880 1,103,880 1,536,006 901,665 901,665 99,693 607,574 (202,215) OPERATING EXPENDITURES (612,657) (603,159) (599,079) (595,193) (595,193) (118,543) (563,526) 7,966 OPERATING INCOME/(LOSS) 491,223 500,721 936,927 306,472 306,472 (18,850) 44,048 (194,249) NONOPERATING REVENUES/(EXPENSES) INTEREST EARNINGS 645 645 12 4 4 4 57 (641) (TRANSFER OUT) (155,118) (155,118) (155,119) (153,519) (153,519) - (153,519) 1,599 NET OPERATING INCOME/(LOSS) 336,750 346,248 781,820 152,957 152,957 (18,847) (109,414) (193,291) BEGINNING FUND BALANCE $ (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) $ 226,740 $ 379,697 $ 379,697 $ 207,893 $ 117,326 588,529 95:EDC413 RESERVE FUND $ 119,966 $ 119,955 $ 119,922 $ 119,935 $ 119,938 $ 119,924 $ 119,962 (20) 19:EDC413 CAPITAL BOND FUND $ 13,357 $ 4,424 $ 29,429 $ 4,451 $ 4,449 $ 29,431 $ 29,444 27 ENDING FUND BALANCE(INCLUDING OTHER FUNDS) $ (85,007) $ (84,453) $ 376,090 $ 504,083 $ 504,083 $ 357,248 $ 266,732 $ 588,535 "EXEMPLIFYING EXCELLENCE' 2 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES FUND SUMMARY BY CATEGORY 15:EDC413 FUND FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 CATEGORY BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD 7. BEGINNING FUND BALANCE $ (555,080) $ (555,080) $ (555,080) $ 226,740 $ 226,740 $ 226,740 $ 226,740 $ 323,848 AD VALOREM TAXES 23,132 23,132 52,329 48,062 48,062 - 38,075 24,930 224.5% 79.2% SALES/BEVERAGE TAXES 305,808 305,808 325,630 334,791 334,791 90,435 417,509 28,983 80.9% 124.7% INVESTMENT EARNINGS 645 645 12 4 4 4 57 (641) 1.2% 1421.0% MISCELLANEOUS INCOME 600,000 600,000 1,008,096 384,120 384,120 9,257 54,475 (215,880) 165.2% 14.2% SURPLUS SALES/RENTALS 174,940 174,940 149,950 134,692 134,692 - 97,515 (40,248) 80.2% 72.4% TOTAL REVENUES $ 1,104,525 $ 1,104,525 $ 1,536,017 $ 901,669 $ 901,669 $ 99,697 $ 607,631 $ (202,856) 129.57. 67.47. SUPPLIES 3,100 3,100 - 3,100 3,100 - 4,625 - 0.0% 149.2% MAINTENANCE 30,240 30,240 26,036 23,592 23,592 - 25,928 (6,648) 82.3% 109.9% SUNDRY 213,130 317,742 345,864 201,629 201,629 16,703 202,706 (116,113) 79.9% 100.5% DEBT 186,187 168,977 167,937 186,873 186,873 648 208,189 17,896 96.7% 111.4% TRANSFERS 155,118 155,118 155,119 153,519 153,519 - 153,519 (1,599) 100.0% 100.0% CAPITAL 180,000 83,100 59,241 180,000 180,000 101,192 122,078 96,900 71.3% 67.8% TOTAL EXPENDITURES $ 767,775 $ 758,277 $ 754,198 $ 748,712 $ 748,712 $ 118,543 $ 717,045 $ (9,565) 86.67. 95.87. REVENUES OVER EXPENDITURES $ 336,750 $ 346,248 $ 781,820 $ 152,957 $ 152,957 $ (18,847) $ (109,414) ENDING FUND BALANCE $ (218,330) $ (208,832) $ 226,740 $ 379,697 $ 379,697 $ 207,893 $ 117,326 FUND BALANCE AS 7.OF EXP -28.47. -27.57. 30.1% 50.77. 50.77. 175.4% 16.47. RESERVE SURPLUS/(SHORTFALL) $ (218,330) $ (208,832) $ 226,740 $ 379,697 $ 379,697 $ 207,893 $ 117,326 "EXEMPLIFYING EXCELLENCE" 3 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE LINE ITEM SUMMARY 15:EDC4B FUND FYI 3-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD T. YTD% 4002-00-00 MMD TAX-CURRENT YEAR 23,132 23,132 52,329 48,062 48,062 38,075 24,930 224.5% 79.2% AD VALOREM TAXES $ 23,132 $ 23,132 $ 52,329 $ 48,062 $ 48,062 $ - $ 38,075 $ 24,930 224.5% 79.2% 4081-00-00 SALES TAX 305,808 305,808 325,630 334,791 334,791 90,435 417,509 28,983 80.9% 124.7% SALES/BEVERAGE TAXES $ 305,808 $ 305,808 $ 325,630 $ 334,791 $ 334,791 $ 90,435 $ 417,509 $ 28,983 80.9% 124.77. 4401-00-00 INVESTMENT INCOME 645 645 12 4 4 4 57 (641) 1.2% 1421.0% INVESTMENT EARNINGS $ 645 $ 645 $ 12 $ 4 $ 4 $ 4 $ 57 $ (641) 1.2% 1421.0% 4409-00-00 MISCELLANEOUS INCOME 600,000 600,000 989,468 384,120 384,120 9,257 54,475 (215,880) 163.2% 14.2% 4415-00-00 INSURANCE REIMBURSEMENTS - - 18,628 - - - - - #DIV/0! 0.0% MISCELLANEOUS INCOME $ 600,000 $ 600,000 $1,008,096 $ 384,120 $ 384,120 $ 9,257 $ 54,475 $ (215,880) 165.2% 14.2% 4805-00-00 RENTAL FEES-SHOPPING CENTER 166,440 166,440 145,091 126,192 126,192 - 97,271 (40,248) 81.4% 77.1% 4806-00-00 RENTAL INSURANCE 8,500 8,500 4,859 8,500 8,500 244 56.9% 2.9% SURPLUS SALES/RENTALS $ 174,940 $ 174,940 $ 149,950 $ 134,692 $ 134,692 $ - $ 97,515 $ (40,248) 80.2% 72.4% TRANSFERS $ - $ . $ . $ . $ - $ . $ . $ - 0.0% 0.017. TOTAL REVENUES $1,104,525 $1,104,525 $1,536,017 $ 901,669 $ 901,669 $ 99,697 $ 607,631 $ (202,856) 129.5% 67.47. TOTAL REVENUES(EXCLUDING INTEREST/TRANSFERS) $1,103,880 $1,103,880 $1,517,378 $ 901,665 $ 901,665 $ 99,693 $ 607,574 $ (202,215) 10%ADMIN CHARGE-GENERAL FUND 110,388 110,388 151,738 90,167 90,167 9,969 60,757 (20,221) "EXEMPLIFYING EXCELLENCE" 4 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" 5 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC4B FUND 01:ADMINISTRATION FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD 7. 5220-01-00 UNIFORMS - - - - - - - - 0.0% 0.0% 5240-01-00 PRINTED SUPPLIES 3,000 3,000 - 3,000 3,000 - 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 - 0.0% 240.0% SUPPLIES $ 3,100 $ 3,100 $ - $ 3,100 $ 3,100 $ - $ 4,625 $ - 0.097 149.27. MAINTENANCE $ - $ - $ - $ - $ - $ - $ - $ - 0.097 0.07. 5501-01-00 ADVERTISING - - 3,616 1,200 1,200 - 359 1,200 #DIV/0! 29.9% 5510-01-00 ASSOC DUES/PUBLICATIONS 3,150 3,150 3,614 4,020 4,020 - 4,755 870 114.7% 118.3% 5525-01-00 TRAINING/SEMINARS 1,000 1,000 - 250 250 - - (750) 0.0% 0.0% 5565-01-00 LEGALSERVICES 5,000 5,000 250 1,000 1,000 - 9,700 (4,000) 5.0% 970.0% 5567-01-00 AUDITSERVICES 2,000 2,000 2,000 2,000 2,000 - 2,000 - 1000.0% 100.0% 5570-01-00 SPECIAL SERVICES 51,600 51,600 56,485 72,600 72,600 (1,985) 82,708 21,000 86.0% 113.9% 5578-01-00 TRAVEL 700 700 - 100 100 - 70 (600) 0.0% 70.0% 5580-01-00 ENGINEERING SERVICES 10,000 10,000 12,855 1,000 1,000 7,903 17,038 (9,000) 75.0% 1703.8% 5595-01-00 ADMIN CHARGE-GENERAL FUND 110,388 215,000 213,607 90,167 90,167 9,969 60,557 (124,833) 60.4% 67.2% SUNDRY $ 183,838 $ 288,450 $ 292,427 $ 172,337 $ 172,337 $ 15,887 $ 177,187 $ (116,113) 72.597 102.87. 5615-01-00 FUNCTIONAL GRANT - - - - - 648 38,392 - 0.0% #DIV/0! DEBT $ - $ - $ - $ - $ - $ 648 $ 38,392 $ - 0.097 #DIV/01 TRANSFERS $ - $ - $ - $ - $ - $ - $ . $ - 0.097 0.097 5800-01-00 LAND - 48,100 47,184 - - - 20,887 (48,100) 98.1% #DIV/0! CAPITAL $ - $ 48,100 $ 47,184 $ - $ - $ - $ 20,887 $ (48,100) 98.197 #DIV/01 TOTAL EXPENDITURES $ 186,938 $ 339,650 $ 339,611 $ 175,437 $ 175,437 $ 16,535 $ 241,091 $ (164,213) 48.797 75.597 "EXEMPLIFYING EXCELLENCE" 6 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" 7 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC4BFUND O1:ADMINISTRATION 03:DEBT SERVICE FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD F. YTD F. 5643-01-03 2007$1.2M TAX BOND-INTEREST 68,806 68,806 68,766 65,678 65,678 - 65,625 (3,128) 99.9% 99.9% 5644-01-03 2007$1.2M TAX BOND-PRINCIPAL 45,000 45,000 45,000 50,000 50,000 - 50,000 5,000 100.0% 100.0% 5645-01-03 2011 $1.7M TX LEVERAGE-INT 18,210 18,218 18,210 17,024 17,024 - 17,024 (1,194) 91.9% 100.0% 5646-01-03 2011 $1.7M TX LEVERAGE-PRI 54,171 36,953 35,961 54,171 54,171 - 37,147 17,218 89.1% 68.6% DEBT $ 186,187 $ 168,977 $ 167,937 $ 186,873 $ 186,873 $ - $ 169,796 $ 17,896 96.7% 90.9% 0.0% 0.0% 5702-01-03 TRANSFER OUT-DEBT SERVICE FUND 155,118 155,118 155,119 153,519 153,519 - 153,519 (1,599) 100.07. 100.07. TRANSFER $ 155,118 $ 155,118 $ 155,119 $ 153,519 $ 153,519 $ - $ 153,519 $ (1,599) 100.0% 100.0% TOTAL EXPENDITURES $ 341,305 $ 324,095 $ 323,056 $ 340,392 $ 340,392 $ - $ 323,315 $ 16,297 98.3% 95.0% "EXEMPLIFYING EXCELLENCE" 8 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" 9 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC4BFUND 02:TOWN SHOPPING CENTER FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD% SUPPLIES $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% 5403-02-00 BUILDING MAINTENANCE 30,240 30,240 26,036 23,592 23,592 - 25,928 (6,648) 82.37. 109.97. MAINTENANCE $ 30,240 $ 30,240 $ 26,036 $ 23,592 $ 23,592 $ - $ 25,928 $ (6,648) 82.3% 109.9% 5530-02-00 ELECTRIC SERVICES 5,000 5,000 4,439 5,000 5,000 - 4,380 - 75.1% 87.6% 5545-02-00 INSURANCE-PROPERTY 8,500 8,500 10,075 8,500 8,500 - 6,347 - 118.5% 74.7% 5570-02-00 SPECIAL SERVICES 15,792 15,792 16,371 15,792 15,792 816 14,792 - 95.3% 93.7% SUNDRY $ 29,292 $ 29,292 $ 30,885 $ 29,292 $ 29,292 $ 816 $ 25,519 $ - 98.6% 87.1% TOTAL EXPENDITURES $ 59,532 $ 59,532 $ 56,922 $ 52,884 $ 52,884 $ 816 $ 51,447 $ (6,648) 90.3% 97.3% "EXEMPLIFYING EXCELLENCE" 10 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" 11 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES EXPENDITURE LINE ITEM SUMMARY 15:EDC4BFUND 03:TOWN CENTER REDEVELOPMENT FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD% SUNDRY $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% 5847-03-00 CONSTRUCTION 30,000 - - 30,000 30,000 - - 30,000 0.0% 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" 12 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" 13 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 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD 5580-04-00 ENGINEERING SERVICES - - 22,552 - - - - - #DIV/01 141.7% SUNDRY $ - $ - $ 22,552 $ - $ - $ - $ - $ - 0.0% 0.0% DEBT $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% 5800-04-00 LAND 150,000 35,000 12,057 150,000 150,000 101,192 101,192 115,000 #DIV/01 142.8% CAPITAL $ 150,000 $ 35,000 $ 12,057 $ 150,000 $ 150,000 $ 101,192 $ 101,192 $ 115,000 100.7% 142.8% $ 150,000 $ 35,000 $ 34,609 $ 150,000 $ 150,000 $ 101,192 $ 101,192 $ 115,000 111.9% 156.6% "EXEMPLIFYING EXCELLENCE' 14 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" 15 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES FUND SUMMARY BY CATEGORY 19:EDC413 CAPITAL BOND FUND FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 CATEGORY BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD 7. YTD 7. BEGINNING FUND BALANCE $ 38,357 $ 29,411 $ 29,411 $ 29,431 $ 29,429 $ 29,429 $ 29,429 INVESTMENT EARNINGS - 17 18 20 20 2 15 20 100.0% 76.1% TOTAL REVENUES $ $ 17 $ 18 $ 20 $ 20 $ 2 $ 15 $ 20 100.07. 76.1% 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) $ 18 $ (24,980) $ (24,980) $ 2 $ 15 ENDING FUND BALANCE $ 13,357 $ 4,428 $ 29,429 $ 4,451 $ 4,449 $ 29,431 $ 29,444 ADJUSTMENTS FUND BALANCE AS?7.OF EXP 53.47. 17.77. N/A 17.87. 17.87. N/A N/A RESERVE(NO REQUIREMENT) $ - $ - $ - $ - $ - $ - $ - RESERVE SURPLUS/(SHORTFALL) $ 13,357 $ 4,428 $ 29,429 $ 4,451 $ 4,449 $ 29,431 $ 29,444 "EXEMPLIFYING EXCELLENCE" 1 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE/EXPENDITURE LINE ITEM SUMMARY 19:EDC413 CAPITAL BOND FUND FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD% 4401-00-00 INVESTMENT INCOME - - 18 20 20 2 15 20 #DIV/01 76.1% INVESTMENT EARNINGS $ - $ - $ 18 $ 20 $ 20 $ 2 $ 15 $ 20 #DIV/01 76.1% TRANSFERS $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% TOTAL REVENUES $ - $ - $ 18 $ 20 $ 20 $ 2 $ 15 $ (250) #DIV/01 76.1% 19:EDC413 CAPITAL BOND FUND 01:TOWN CENTER REDEVELOPMENT 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 ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD% MAINTENANCE $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% SUNDRY $ - $ - $ - $ - $ - $ - $ - $ - 0.0% 0.0% 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% 0.0% "EXEMPLIFYING EXCELLENCE" 2 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" 3 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES FUND SUMMARY BY CATEGORY 95:EDC413 RESERVE FUND FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 CATEGORY BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD 7. BEGINNING FUND BALANCE $ 119,914 $ 119,903 $ 119,903 $ 119,919 $ 119,922 $ 119,920 $ 119,922 INVESTMENT EARNINGS 52 52 19 16 16 4 40 (36) 32.7% 248.8% TOTAL REVENUES $ 52 $ 52 $ 19 $ 16 $ 16 $ 4 $ 40 $ (36) 32.77. 248.87. TOTAL EXPENDITURES $ - $ - $ - $ - $ - $ - $ - $ - 0.07. 0.07. REVENUES OVER EXPENDITURES $ 52 $ 52 $ 19 $ 16 $ 16 $ 4 $ 40 ENDING FUND BALANCE $ 119,966 $ 119,955 $ 119,922 $ 119,935 $ 119,938 $ 119,924 $ 119,962 ADJUSTMENTS - - - - - FUND BALANCE AS 7.OF EXP 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 RESERVE SURPLUS/(SHORTFALL) $ 7,360 $ 7,349 $ 7,316 $ 7,329 $ 7,332 $ 7,318 $ 7,356 "EXEMPLIFYING EXCELLENCE" 1 CITY OF KENNEDALE,TEXAS ANNUAL PROGRAM OF SERVICES REVENUE/EXPENDITURE LINE REM SUMMARY 95:EDC4B RESERVE FUND FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD V YTD 7. 4401-00-00 INVESTMENT INCOME 52 52 19 16 16 4 40 (36) 32.77o 248.8% INVESTMENT EARNINGS $ 52 $ 52 $ 19 $ 16 $ 16 $ 4 $ 40 $ (36) 32.77. 248.87. OTHER AGENCY $ $ $ $ $ $ $ $ - 0.07. 0.0% TOTAL REVENUES $ 52 $ 52 $ 19 $ 16 $ 16 $ 4 $ 40 $ (36) 32.7% 248.8% 95:EDC413 RESERVE FUND FY13-14 FY13-14 FY13-14 FY14-15 FY14-15 CURRENT FY14-15 CY-PY FY13-14 FY14-15 ACCOUNT ACCOUNT NAME BUDGET AMENDED ACTUAL PROPOSED AMENDED MONTH ACTUAL CHANGE YTD% YTD 7. TRANSFERS $ $ $ $ $ $ $ $ 0.07. 0.07. TOTAL EXPENDITURES $ $ $ $ $ $ $ $ 0.0% 0.07. "EXEMPLIFYING EXCELLENCE" 2 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" 3 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: October 27, 2015 Agenda Item No: STAFF ANNOUNCEMENTS/REPORTS - A. I. Subject: Village Creek B. TownCenter C. Chamber Report D. ICSC II. Originated by: Bob Hart III. Summary: The Director will provide an update on these items. • Village Creek • TownCenter • Chamber Report • ICSC 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: October 27, 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. 5409 Kennedale Road 2. 1200 Block Bowman Springs Road 3. 6900 Block Kennedale Parkway II. Originated by: Bob Hart III. Summary: These items will be discussed during the Executive Session. • 5409 Kennedale Road • 1200 Block Bowman Springs Road • 6900 Block Kennedale Parkway IV. Recommendation: V. Alternative Actions: VI. Attachments: