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2017_08.22 EDC Packet ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com ECONOMIC DEVELOPMENT CORPORATION AGENDA BOARD OF DIRECTORS - REGULAR MEETING August 22, 2017 CITY COUNCIL CHAMBERS, 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 July 25, 2017 regular meeting IV. REGULAR ITEMS A. Review and accept the KEDC Financial Report for July 2017 B. Discuss and approve the FY2017-18 purposed Economic Development budget C. Discuss and consider approval of gas/oil lease agreement with GHA Barnett, LLC V. STAFF ANNOUNCEMENTS/REPORTS In addition to any specific matters listed below, the Economic Development Corporation Board of Directors may receive a report about items of community interest, including but not limited to recognition of individual officials, citizens or departments, information regarding holiday schedules, upcoming or attended events, etc. A. TownCenter B. Oak Crest C. Chamber of Commerce 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. Hospitality Project 2. Oak Crest Development 3. TownCenter Property 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 August 22, 2017, 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. 0��L llw 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: August 22, 2017 Agenda Item No: MINUTES APPROVAL - A. I. Subject: Consider approval of the minutes from the July 25, 2017 regular meeting II. Summary: Minutes are prepared by the Deputy City Secretary and ready for approval. III. Recommendation: Approve IV. Alternative Actions: V. Attachments: 1. Economic Development Corporation Meeting Minutes - July 25, 2017 7-25-17. df _jc KENNEDALE Kennedale Economic Development www.ci yofi(enn Corporation rn ECONOMIC DEVELOPMENT CORPORATION BOARD OF DIRECTORS - REGULAR MEETING MINUTES July 25, 2017 I. CALL TO ORDER President Robert Mundy called the meeting to order at 7:03 p.m. II. ROLL CALL Present: Michael Johnson, Adrienne Kay, Rebecca Carlton, Robert Mundy, Pat Turner, Mark Yeary, and Ronald Whitley (in at 7:23 p.m.) Absent: None III. MINUTES APPROVAL A. Consider approval of the minutes from the June 27, 2017 regular meeting Motion To approve the June 27, 2017 Economic Development Corporation regular meeting minutes. Action Approve, Moved By Rebecca Carlton, Seconded By Michael Johnson. Motion passed Unanimously B. Consider approval of the minutes from the July 6, 2017 special meeting Motion To approve the July 6, 2017 Economic Development Corporation special meeting minutes. Action Approve, Moved By Michael Johnson, Seconded By Mark Yeary. Motion passed Unanimously IV. REGULAR ITEMS A. Review and accept the KEDC Financial Report for June 2017 Finance Director Brady Olsen provided an overview of the June financial report for the Economic Development Corporation. He reported that sales tax was down overall with June revenues being the lowest of the year. There was discussion regarding the format of the report, and a request was made that the TownCenter revenue and expenses be separate line items. Motion To approve the June 2017 financial report for the Economic Development Corporation. Action Approve, Moved By Rebecca Carlton, Seconded By Adrienne Kay. Motion passed Unanimously B. Discuss KEDC priorities and budget development for FY 2017-2018. Director Jack Thompson reported on the Economic Development Corporation (EDC) priorities for the FY 2017-2018 budget year. He stated that the EDC will be focusing on what they currently have underway, along with leasing TownCenter and selling property at Bloxom Park. There were discussions regarding sources of funding for the EDC, the 3% administrative fee paid by the EDC, and the status of the future hotel project. Jack stated that the FY 2017-2018 budget will be very lean with most of it being committed to debt services. V. STAFF ANNOUNCEMENTS/REPORTS A. TownCenter B. Oak Crest C. Chamber of Commerce Director Jack Thompson reported on ongoing projects, stating that the demolition of the old Chicken Express building is complete. He will move forward with bids for the driveway as soon the Engineer approves the plans. He added that City Council approved the two tenant lease agreements at TownCenter, and the finish is scheduled to start next week. Jack informed the Board that there have not been any new developments with the sale of the Oak Crest property. Jack reported for the Chamber, stating that programs have been light due to summer schedules. Adding that in August they will have a Coffee Chat event with McDonald's sponsoring the food, and a luncheon presentation on data and cyber security, sponsored by Life Fellowship Church. Additional items of interest included updates on their upcoming business after hours event and a golf tournament. VI. EXECUTIVE SESSION President Mundy recessed into executive session at 7:45 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. Hospitality Project 2. Oak Crest Development 3. TownCenter Property VII. RECONVENE INTO OPEN SESSION, AND TAKE ACTION NECESSARY PURSUANT TO EXECUTIVE SESSION, IF NEEDED President Mundy reconvened into open session at 7:58 p.m. No action was necessary pursuant to the Executive Session. The next regularly scheduled meeting of the Economic Development Corporation will be August 22, 2017. VIII. ADJOURNMENT Motion To adjourn. Action Adjourn, Moved By Ronald Whitley, Seconded By Pat Turner. Motion passed Unanimously The meeting was adjourned at 8:00 p.m. 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: August 22, 2017 Agenda Item No: REGULAR ITEMS - A. I. Subject: Review and accept the KEDC Financial Report for July 2017 II. Summary: Finance Director Brady Olsen will provide an overview of the July 2017 Kennedale Economic Development Corporation Financial Report. III. Recommendation: Approve IV. Alternative Actions: V. Attachments: 1. July Financials kOl 7 07 Monthly Financials - EDC. df IJuly Sales Tax Update ISales Tax Update- July EDC. df CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES July ECONOMIC DEVELOPMENT CORPORATION FINANCIALS SUMMARY Budget Amendment No amendments. Monthly Information Only unique expense is the beginning of construction for the entryway pavement Sales Tax up in July, near where it was projected. Largely driven in growth from wholesale. 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. Brady Olsen Finance Director ADDITIONAL INFORMATION FUND 15- OPERATING FUND (ALL BILLS AND REVENUE RECEIVED IN THIS FUND) FUND 19- CAPITAL BOND FUND (REMAINING CAPITAL MONEY) FUND 95- RESERVE FUND FOR DEBT REQUIREMENTS "YOU'RE HERE. YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES EDC CASH POSITION July FY16-17 CATEGORY YTD BEGINNING CASH BALANCE - FUND 15 $ (78,065) BEGINNING TEXPOOL BALANCE - FUND 15 $ - BEGINNING TEXPOOL BALANCE - FUND 19 $ 29,660 BEGINNING CASH BALANCE - FUND 95 $ 120,446 BEGINNING CASH BALANCE - TOTAL $ 72,040 ENDING CASH BALANCE - FUND 15 $ (62,572) ENDING TEXPOOL BALANCE - FUND 15 $ - ENDING TEXPOOL BALANCE - FUND 19 $ 29,685 ENDING CASH BALANCE - FUND 95 $ 120,513 ENDING CASH BALANCE - TOTAL $ 87,626 UNAVAILABLE CASH - EARMARKED INSURANCE MONEY-HAIL DAMAGE TOWN CENTER $ 74,417.31 2010$2.OM BOND SALE REMAINING CASH $ 29,684.50 RESERVES FOR LEVERAGE NOTE $ 120,513.48 TOTAL UNAVAILABLE CASH $ 224,615.29 AVAILABLE CASH $ (136,988.84) "YOU'RE HERE. YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES July COMBINED EDC4B FUNDS SUMMARY FY15-16 FY15-16 FY16-17 CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET CATEGORY YTD ACTUAL ADOPTED MONTH YTD USED USED REMAINING BEGINNING FUND BALANCE $ 313,866 $ 313,866 $ 248,862 $ 70,127 $ 223,522 AD VALOREM TAXES 34,335 34,335 48,462 - 2,360 100.0% 4.9% 46,102 SALES/BEVERAGE TAXES 248,234 376,545 349,351 33,809 242,842 65.9% 69.5% 106,510 INVESTMENT EARNINGS 275 333 260 92 605 82.4% 232.8% (345) MISCELLANEOUS INCOME 35,581 115,841 435,796 4,100 67,791 30.7% 15.6% 368,004 SURPLUS SALES/RENTALS 113,604 100,606 99,358 5,394 69,567 112.9% 70.0% 29,791 TOTAL REVENUES $ 432,028 $ 627,660 $ 933,227 $ 43,395 $ 383,165 68.8% 41.1% $ 550,062 SUPPLIES 5,110 5,110 3,100 - - 100.0% 0.0% 3,100 MAINTENANCE 18,097 19,709 95,403 5,193 19,931 91.8% 20.9% 75,472 SUNDRY 260,420 353,786 291,959 16,996 161,991 73.6% 55.5% 129,967 DEBT 157,628 166,773 168,600 4,680 159,898 94.5% 94.8% 8,702 TRANSFERS 151,919 151,919 154,819 - 154,819 100.0% 100.0% - CAPITAL - 20,707 90,000 9,000 32,080 0.0% 35.6% 57,920 TOTAL EXPENDITURES $ 593,173 $ 718,004 $ 803,880 $ 35,869 $ 528,720 82.6% 65.8% $ 275,161 REVENUES OVER EXPENDITURES $ (161,145) $ (90,344) $ 129,347 $ 7,527 $ (145,554) ENDING FUND BALANCE $ 152,721 $ 223,522 $ 378,209 $ 77,654 $ 77,967 FUND BALANCE AS%OFEXP 25.7% 31.1% 47.0% 216.5% 14.7% RESERVE($115,000)REQUIREMENT) $ - $ - $ 115,000 $ - $ - RESERVE SURPLUS/(SHORTFALL) $ 152,721 $ 223,522 $ 263,209 $ 77,654 $ 77,967 "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES July 15:EDC413 FUND FY15-16 FY15-16 CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET CATEGORY YTD ACTUAL 1C01T�0 MONTH YTD USED USED REMAINING BEGINNING FUND BALANCE $ 164,460 $ 164,460 $ 99,198 $ (79,665) $ 73,861 AD VALOREM TAXES 34,335 34,335 48,462 - 2,360 100.0% 4.9% 46,102 SALES/BEVERAGE TAXES 248,234 376,545 349,351 33,809 242,842 65.9% 69.5% 106,510 INVESTMENT EARNINGS 72 78 40 - 68 92.8% 171.2% (28) MISCELLANEOUS INCOME 35,581 115,841 435,796 4,100 67,791 30.7% 15.6% 368,004 SURPLUS SALES/RENTALS 113,604 100,606 99,358 5,394 69,567 112.9% 70.0% 29,791 TOTAL REVENUES $ 431,826 $ 627,405 $ 933,007 $ 43,303 $ 382,628 68.8% 41.0% $ 550,379 SUPPLIES 5,110 5,110 3,100 - - 100.0% 0.0% 3,100 MAINTENANCE 18,097 19,709 95,403 5,193 19,931 91.8% 20.9% 75,472 SUNDRY 260,420 353,786 291,959 16,996 161,991 73.6% 55.5% 129,967 DEBT 157,628 166,773 168,600 4,680 159,898 94.5% 94.8% 8,702 TRANSFERS 151,919 151,919 154,819 - 154,819 100.0% 100.0% - CAPITAL - 20,707 90,000 9,000 32,080 0.0% 35.6% 57,920 TOTAL EXPENDITURES $ 593,173 $ 718,004 a 803,880 $ 35,869 $ 528,720 82.6% 65.8% $ 275,161 REVENUES OVER EXPENDITURES $ (161,347) $ (90,599) $ 129,127 $ 7,435 $ (146,091) ENDING FUND BALANCE $ 3,113 $ 73,861 $ 228,324 $ (72,231) $ (72,231) FUND BALANCE AS% EXP 0.5% 10.3% 28.4% -201.4% -13.7% RESERVE(NO REQUIREMENT) $ - $ - $ $ - $ - RESERVE SURPLUS/(SHORTFALL) $ 3,113 $ 73,861 $ 228,324 $ (72,231) $ (72,231) "YOU'RE HERE.YOUR HOME:" CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES July 15:EDC4BFUND FY15-16 FY15-16 FY16-17 CURRENT FY16-17 %OFPYACTUAL %OFCY BUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL ADOPTED MONTH YTD USED USED REMAINING 4002-00-00 MMD TAX-CURRENT YEAR 34,335 34,335 48,462 - 2,360 100.0% 4.9% 46,102 AD VALOREM TAXES $ 34,335 $ 34,335 $ 48,462 $ - $ 2,360 100.0% 4.9% $ 46,102 4081-00-00 SALES TAX 248,234 376,545 349,351 33,809 242,842 65.9% 69.5% 106,510 SALES/BEVERAGE TAXES $ 248,234 $ 376,545 $ 349,351 $ 33,809 $ 242,842 65.9% 69.5% $ 106,510 4401-00-00 INVESTMENT INCOME 72 78 40 - 68 92.8% 171.2% (28) INVESTMENT EARNINGS $ 72 $ 78 : 40 $ - $ 68 92.8% 171.2% $ (28) 4409-00-00 MISCELLANEOUS INCOME 35,581 115,841 435,796 4,100 67,791 30.7% 15.6% 368,004 MISCELLANEOUS INCOME $ 35,581 $ 115,841 $ 435,796 $ 4,100 $ 67,791 30.7% 15.6% $ 368,004 4805-00-00 RENTAL FEES-SHOPPING CENTER 111,512 98,580 98,612 5,394 69,206 113.1% 70.2% 29,406 4806-00-00 RENTAL INSURANCE 2,092 2,026 746 - 361 103.3% 48.4% 385 SURPLUS SALES/RENTALS $ 113,604 $ 100,606 $ 99,358 $ 5,394 $ 69,567 112.9% 70.0% $ 29,791 TOTAL REVENUES $ 431,826 $ 627,405 $ 933,007 $ 43,303 $ 382,628 68.8% 41.0% $ 550,379 TOTAL REVENUES(EXCLUDING INTEREST/TRANSFERS) $ 431,754 $ 627,327 $ 932,967 $ 43,303 $ 382,560 10%ADMIN CHARGE-GENERAL FUND 93,297 "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES July 15:EDC4BFUND 01:ADMINISTRATION FY15-16 FY15-16 FY16-17 CURRENT FY16-17 %OFPY ACTUAL %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL ADOPTED MONTH YTD USED USED REMAINING 5240-01-00 PRINTED SUPPLIES 5,110 5,110 3,000 100.0% 0.0% 3,000 5260-01-00 GENERAL OFFICE SUPPLIES - - 50 0.0% 0.0% 50 5261-01-00 POSTAGE - - 50 0.0% 0.0% 50 SUPPLIES $ 5,110 $ 5,110 3,100 $ - $ - 100.0% 0.0% $ 3,100 5501-01-00 ADVERTISING 230 210 2,200 390 390 109.5% 17.7% 1,810 5510-01-00 ASSOC DUES/PUBLICATIONS 5,356 5,356 5,320 4,850 100.0% 91.2% 470 5525-01-00 TRAINING/SEMINARS - 525 250 - - 0.0% 0.0% 250 5565-01-00 LEGAL SERVICES 4,712 5,662 7,000 1,257 8,689 83.2% 124.1% (1,689) 5567-01-00 AUDIT SERVICES 2,000 2,000 2,250 2,250 100.0% 100.0% 5570-01-00 SPECIAL SERVICES 78,558 140,283 68,650 5,700 69,745 56.0% 101.6% (1,095) 5574-01-00 FILING FEES - - - - 40 (40) 5575-01-00 EQUIPMENT RENTAL - - - 5578-01-00 TRAVEL - - 100 - - 0.0% 0.0% 100 5580-01-00 ENGINEERING SERVICES 53,610 55,070 6,000 2,128 97.3% 35.5% 3,873 5595-01-00 ADMIN CHARGE-GENERAL FUND 41,530 56,796 93,297 4,330 38,256 73.1% 41.0% 55,041 5610-01-00 VISUAL GRANT 4,843 11,122 50,000 - - 43.5% 0.0% 50,000 5615-01-00 FUNCTIONAL GRANT 48,047 51,850 32,000 205 11,146 92.7% 34.8% 20,854 SUNDRY $ 238,886 $ 328,873 $ 267,067 $ 11,883 $ 137,493 72.6% 51.5% $ 129,573 5800-01-00 LAND - 1,968 - - 22,000 0.0% 0.0% (22,000) 5813-01-00 KENNEDALE ENTRANCE SIGN - - 0.0% 0.0% 5820-01-00 BUILDING IMPROVEMENT 0.0% 0.0% 5875-01-00 CONSTRUCTION - - 0.0% 0.0% CAPITAL $ - $ 1,968 $ - $ - $ 22,000 0.0% #DIWO! $ (22,000) TOTAL EXPENDITURES $ 243,996 $ 335,951 270,167 $ 11,883 $ 159,493 72.6% 59.0% $ 110,673 "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES J my 15:EDC4B FUND 01:ADMINISTRATION 03:DEBTSERVICE FY15-16 FY15-16 FY16-17 CURRENT FY16-17 %OFPYBUDGET %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL ADOPTED MONTH YFD USED USED REMAINING 5643-01-03 2007$1.2M TAX BOND-INTEREST 62,135 62,135 58,728 - 58,689 100.0% 99.9% 39 5644-01-03 2007$1.2M TAX BOND-PRINCIPAL 50,000 50,000 55,000 - 55,000 100.0% 100.0% - 5645-01-03 2011$1.7M TX LEVERAGE-INT 13,185 15,930 15,672 815 12,819 82.8% 81.8% 2,854 5646-01-03 2011$1.7M TX LEVERAGE-PRI 32,308 38,709 39,200 3,865 33,391 83.5% 85.2% 5,809 DEBT $ 157,628 $ 166,773 $ 168,600 $ 4,680 $ 159,898 94.5% 94.8% $ 8,702 5702-01-03 TRANSFER OUT-DEBT SERVICE FUND 151,919 151,919 154,819 - 154,819 100.0% 100.0% - TRANSFER $ 151,919 $ 151,919 $ 154,819 $ - $ 154,819 100.0% 100.0% $ - TOTAL EXPENDITURES $ 309,547 $ 318,692 $ 323,4 $ 4,680 $ 314,717 97.1% 97.3% $ 8,702 "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES J my 15:EDC46 FUND 02:TOWN SHOPPING CENTER FY15-16 FY15-16 1x151' CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL =DO--TED MONTH YTD USED USED REMAINING 5403-02-00 BUILDING MAINTENANCE 18,097 19,709 5,193 19,931 91.8% 20.9% 75,472 MAINTENANCE $ 18,097 $ 19,709 5 95,403 $ 5,193 $ 19,931 91.8% 20.9% $ 75,472 5530-02-00 ELECTRIC SERVICES 4,253 5,401 374 5,072 78.7% 101.4% (72) 5545-02-00 INSURANCE-PROPERTY 6,121 6,121 6,507 100.0% 100.1% (7) 5570-02-00 SPECIAL SERVICES 11,160 13,392 4,739 12,919 83.3% 96.5% 473 SUNDRY $ 21,534 $ 24,914 2^.892 $ 5,113 $ 24,498 86.4% 98.4% $ 394 TOTAL EXPENDITURES $ 39,630 $ 44,622 5 ..,..�'1 10,306 $ 44,430 88.8% 36.9% $ 75,866 "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES J my 15:EDC46 FUND 03:TOWN CENTER REDEVELOPMENT FY15-16 FY15-16 FY16-17 CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL ADOPTED MONTH YTD USED USED REMAINING 5580-03-00 ENGINEERING SERVICES - - 10,000 - - 0.0% 0.0% 10,000 5847-03-00 CONSTRUCTION - - 80,000 9,000 10,080 0.0% 12.6% 69,920 CAPITAL $ - $ - $ 90,000 $ 9,000 $10,080 0.0% 11.2% $ 79,920 TOTAL EXPENDITURES $ - $ - S 90,000 $ 9,000 $10,080 0.0% 11.2% $ 79,920 "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES J my 15:EDC46 FUND 04:TEXAS LEVERAGE PROGRAM FY15-16 FY15-16 P0617 CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL u„OPTED MONTH YTD USED USED REMAINING 5800-04-00 LAND - 18,739 - - - 0.0% 0.0% - CAPITAL $ - $ 18,739 £ $ - $ - 0.0% 0.0% $ - TOTAL EXPENDITURES $ - $ 18,739 $ - $ - 0.0% 0.0% $ - "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES J my 19:EDC46CAPITAL BOND FUND FY15-16 FY15-16 FY16P' CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET CATEGORY YTD ACTUAL AD0MsF..iD MONTH YTD USED USED REMAINING BEGINNING FUND BALANCE $ 29,444 $ 29,444 °_ $ 29,660 $ 29,529 INVESTMENT EARNINGS 67 85 24 155 78.2% 258.8% (95) TOTAL REVENUES $ 67 $ 85 $ 24 $ 155 78.2% 258.8% $ (95) CAPITAL - - - - 0.0% 0.0% - TOTAL EXPENDITURES $ - $ - $ - $ - 0.0% 0.0% $ - REVENUES OVER EXPENDITURES $ 67 $ 85 $ 24 $ 155 ENDING FUND BALANCE $ 29,511 $ 29,529 $ $ 29,684 $ 29,684 FUND BALANCEAS%OF EXP N/A N/A _. N/A N/A RESERVE(NO REQUIREMENT) RESERVE SURPLUS/(SHORTFALL) $ 29,511 $ 29,529 S 29,36 $ 29,684 $ 29,684 "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES J my 19:EDC46CAPITAL BOND FUND FY15-16 FY15-16 FY16-17 CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL ADOPTED MONTH YTD USED USED REMAINING 4401-00-00 INVESTMENT INCOME 67 85 60 24 155 78.2% 258.8% (95) INVESTMENT EARNINGS $ 67 $ 85 $ 60 $ 24 $ 155 78.2% 258.8% $ (95) TOTAL REVENUES $ 67 $ 85 $ 60 $ 24 $ 155 78.2% 258.8% $ (95) 19:EDC46CAPITAL BOND FUND 01:TOWN CENTER REDEVELOPMENT FY15-16 FY15-16 PY76 CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL a1GP•'>>, MONTH YTD USED USED REMAINING 5847-01-00 CONSTRUCTION - - - - 0.0% 0.0% - CAPITAL $ - $ - $ - $ - 0.0% 0.0% $ - TOTAL EXPENDITURES $ - $ - $ - $ - 0.0% 0.0% $ - "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES J my 95:EDC46 RESERVE FUND FY15-16 FY15-16 ..:.7., CURRENT FY16-17 %OFPYACTUAL %OFCYBUDGET BUDGET CATEGORY YTD ACTUAL =!)f;?€D MONTH YTD USED USED REMAINING BEGINNING FUND BALANCE $ 119,962 $ 119,962 5 17.»,147 $ 120,132 $ 120,132 INVESTMENT EARNINGS 136 170 68 382 79.8% 238.5% (222) TOTAL REVENUES $ 136 $ 170 .: $ 68 $ 382 79.8% 238.5% $ (222) TOTAL EXPENDITURES $ - $ - $ - $ - $ - 0.0% 0.0% $ - REVENUES OVER EXPENDITURES $ 136 $ 170 $ 160 $ 68 $ 382 ENDING FUND BALANCE $ 120,098 $ 120,132 $ 120,301 $ 120,200 $ 120,514 FUND BALANCEAS%OF EXP N/A N/A N/A N/A N/A RESERVE($112,606 REQUIREMENT) $ 112,606 $ 112,606 S 112,606 $ 112,606 $ 112,606 RESERVE SURPLUS/(SHORTFALL) $ 7,492 $ 7,526 $ 7,695 $ 7,594 $ 7,908 "YOU'RE HERE.YOUR HOME." CITY OF KENNEDALE ANNUAL PROGRAM OF SERVICES J my 95:EDC46 RESERVE FUND FY15-16 FY15-16 FY16-17 CURRENT FY16-17 %OFPYBUDGET %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL ADOPTED MONTH YTD USED USED REMAINING 4401-00-00 INVESTMENT INCOME 136 170 160 68 382 79.8% 238.5% (222) INVESTMENT EARNINGS $ 136 $ 170 $ 160 $ 68 $ 382 79.8% 238.5% $ (222) TOTAL REVENUES $ 136 $ 170 $ 160 $ 68 $ 382 79.8% 238.5% $ (222) 95:EDC46 RESERVE FUND FY15-16 FY15-16 CURRENT FY16-17 %OFPYBUDGET %OFCYBUDGET BUDGET ACCOUNT ACCOUNT NAME YTD ACTUAL MONTH YTD USED USED REMAINING TRANSFERS $ - $ - $ - $ - 0.0% 0.0% $ - TOTAL EXPENDITURES $ - $ - $ - $ - 0.0% 0.0% $ - "YOU'RE HERE.YOUR HOME." 10 o o N a o o m ti ti ti ti ti ti a r O m N m Ln N V). 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V). m m O to n m � ti ti m t > x X a (a in rn rl a m N to to Ln m o a) a N m m in o rn a o N to m Ln O o, to ti r-� N m o, a 0 0 vi W v1 N O O (A U n O O m l0 W W l0 O m m m m m m m 0 I, l0 W V1 l0 N V). V) V} r) m O W l0 W � O a) l0 N {-} `v LL } N m -zt W In l0 ` Ln Ol Ol Ln m N l0 N Lf1 c-I pl U_ Oi Lf1 -zt N O a) v N N N N N N > O N N C N N O 0 U O C 9 ( o` LL Q Q Ln N In N l0 O) E r, IDLr llf a m U W n N n r m W N N m N m N m 0 E v Gl E o 0 � c-I l0 Ol Ol Z I� n W N c-I Gl O O 0 Z m to in o r, o o w rn t o o o o o o o o o o o 0 0 0 0 0 0 0 0 N m N N m m o o o o �n O ✓? to✓T ✓T✓T ✓T m m N N .� .� U O I, l0 Lf1 t m N o o o o o o O O O O O O } LL LL LL LL LL LL ƒ 9 1� x , �ƒ F �® !�& �\ �ƒ ;$ ®/> \� r� &t ƒ ` \ . J } �)\ : »* ®--If"¥ \ �it" wS D;��Nce± r / ANI r> &% rh w m � 2 } _ f . — \ i/ \ { ,w, . �� ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: August 22, 2017 Agenda Item No: REGULAR ITEMS - B. I. Subject: Discuss and approve the FY2017-18 purposed Economic Development budget II. Summary: Director Jack Thompson will provide an overview of the proposed Economic Development Corporation's FY2017-18 budget, as discussed at the July meeting. III. Recommendation: Approve IV. Alternative Actions: V. Attachments: 1. JEDC FYE 18 Proposed Budget JEDC FYE 18 Proposed Bud et. df C I T Y O F K E N N E D A L E , T E X A S A N N U A L P R O G R A M O F S E R V I C E S 15:EDC4BFUND FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY17-18 $$ % ACCOUNT ACCOUNT NAME ACTUAL ADOPTED AMENDED MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE 4002-00-00 MMDTAX-CURRENTYEAR 34,335 48,462 48,462 2,360 35,000 (13,462) 35,000 (13,462) -28% ADVALOREMTAXES $ 34,335 $ 48,462 $ 48,462 $ 2,360 $ 35,000 $ (13,462) $ 35,000 $ (13,462) -281/o 4081-00-00 SALESTAX 376,545 349,351 349,351 182,122 342,000 (7,351) 373,835 24,484 7% SALES/BEVERAGE TAXES $ 376,545 $349,351 $ 349,351 $182,122 $ 342,000 $ (7,351) $ 373,835 $ 24,484 7% 4401-00-00 INVESTMENT INCOME 78 40 40 68 73 33 65 25 63% INVESTMENT EARNINGS $ 78 $ 40 $ 40 $ 68 $ 73 $ 33 $ 65 $ 25 63% 4409-00-00 MISCELLANEOUS INCOME 115,841 435,796 435,796 59,445 146,000 (289,796) 45,120 (390,676) -90% MISCELLANEOUS INCOME $ 115,841 $435,796 $ 435,796 $ 59,445 $ 146,000 $ (289,796) $ 45,120 $(390,676) -901/o 4805-00-00 RENTAL FEES-SHOPPING CENTER 98,580 98,612 98,612 58,418 80,000 (18,612) 121,112 22,500 23% 4806-00-00 RENTAL INSURANCE 2,026 746 746 361 746 746 SURPLUSSALES/RENTALS $ 100,606 $ 99,358 $ 99,358 $ 58,779 $ 80,746 $ (18,612) $ 121,858 $ 22,500 23% 4902-00-00 PROCEEDS-DEBT/LOAN/LEASE - - - - - 29,719 29,719 TRANSFERS $ $ - $ - $ - $ - $ 29,719 $ 29,719 TOTAL REVENUES $ 627,405 r^ `"' $ 933,007 $302,774 $ 603,819 $ (329,188) $ 605,597 $(327,410) -35% TOTAL REVENUES(EXCLUDING INTEREST/TRANSFERS) $ 627,327 $ 932,967 $302,706 $ (329,221) $ 575,813 $(357,154) -381/o C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES 15:EDC413 FUND FY17-18 PROPOSED 4002-00-00 MMD TAX-CURRENT YEAR BASED ON FY1 3/14 ASSESSED VALUE OF$2,783,693 AND 35,000 3500 TOTALTAX RATEOF 2.880965 PER$100(MINUSTRACT 1 R FOR SURPLUS) CITY OF KENNEDALE:$0.747500 KEN NEDALE ISD:$1.492068 TARRANTCOUNTY:$0.264000 TARRANT HOSPITAL:$0.227897 TARRANTCOLLEGE:$0.149500 4081-00-00 SALESTAX GENERALLY BUDGET BASED ON PRIOR 3 YEARS OF HISTORY 373,835 373,835 4401-00-00 INVESTMENT INCOME EARNING BASED UPON AVERAGE BALANCE/INTERESTRATES 65 65 4409-00-00 MISCELLANEOUS INCOME SALE OF 1121 WEST KENNEDALE PARKWAY 45,120 (APACHE/NACHO/FOX/WHEELER/HUNDE PURCHASED FY09/10)-3RD PADSITE,4TH PADSITE REMAINING MONTHLY RENT FROM REDS ROADHOUSE($1750/MO-1 YEAR 21,000 LEASE EXTENSION) MONTHLY FEE FROM CHAMBER FOR SERVICES($2000 MONTH) 24,000 TML INSURANCE CHECK FOR HAIL DAMAGE FOR BUILDING 1 ($70,291.21-$27,042.44 FOR DEPRECIATION) TML INSURANCE CHECK FOR HAIL DAMAGE FOR CHICKEN EXPRESS($49,858.61-$22,029.33 FOR DEPRECIATION) MONTHLY FEE FROM CHAMBER PER RENTAL AGREEMENT($10 120 MONTH)PLUS$100 DEPOSIT 4805-00-00 RENTAL FEES-SHOPPING CENTER CHICKEN EXPRESS ($2518 MONTH, RELOCATION JUL 2013, - LEASE EXPIRES 05/31/17,GOES TO$0 UPON MOVE) DOLLAR GENERAL($4719 MONTH,LEASE EXPIRES 07/31/17, 56,628 2%MANAGEMENT FEE FOR AT RENEWAI) V FIT 12,000 BASEBALL($8400 MONTH) 10,500 PREPAID TENANT FEES RECEIVED BUT CORRESPONDING OFFSET 41,984 OCCURS WHEN BOOKED AGAINST CAM EXPENSES(EXCLUDES RENTAL INSURANCE CAM) 4806-00-00 RENTAL INSURANCE RENTAL CAM COLLECTED ON LEASE AGREEMENTS AND THEN 746 746 USED TO PAY TML INSURANCE(OFFSETTING EXPENSE UNDER TOWN SHOPPING CENTER)($62.16/MO) TOTALREVENUES $ 575,878 C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES DEPARTMENT OUTLINE: ADMINISTRATION FUNCTIONS Provides administration for the general business of growing economic development using the EDC4B funds HIGHLIGHTS AND GOALS ACCOMPLISHED • Eliminated all Sexually Oriented Business buildings (SOB) (5.0) • Secured McDonald's, Dickey's Barbeque, and new Chicken Express location (7.0) • Helped with R E Watson Glass expansion (7.0) SHORT-TERM GOALS • Secure additional business for the employment district on Kennedale Parkway near Interstate 20 (7.0) • Recruitment of new light manufacturing businesses within Bloxom Business Park and along east Kennedale Parkway(7.0) • Development of an access plan along Kennedale Parkway to facilitate the elimination of the continuous turn lane (7.0) LONG-TERM GOALS ■ Increase sales taxes to property taxes ratio from 25% to 50% (4.8) STAFFING RESOURCES ■ Contract with Orasi for management services PERFORMANCE MEASURES THROUGH JUNE 2017 ■ 4 Land Deals • 3 380 Agreements to Businesses ■ 0 Visual Grants to Businesses ■ Pertinent 2015 Resident Satisfaction Survey Results • Business Friendly—53% • Shopping Opportunities—47% 235 C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES DEPARTMENT SUMMARY BUDGET 15:EDC4BFUND 01:ADMINISTRATION FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY 17-18 $$ % ACCOUNTNAME ACTUAL ADOPTED AMENDED YTD MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE SUPPLIES 5,110 3,100 3,100 - 1,000 (2,100) 2,100 (1,000) -32% SUNDRY 328,873 267,067 267,067 114,325 173,879 (93,187) 193,983 (73,084) -27% CAPITAL 1,968 22,000 22,000 22000 - TOTALEXPENDITURES $ 335,951 $ 270,167 $ 270,167 $ 136,325 `5 196,879 $ (7;287)I, $ 196,083 $ (74084) 15:EDC4BFUND 01:ADMINISTRATION FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY17-18 $$ % ACCOUNT ACCOUNT NAME ACTUAL ADOPTED AMENDED MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE 5240-01-00 PRINTED SUPPLIES 5,110 3,000 3,000 1,000 (2,000) 2,000 (1,000) -33% 5260-01-00 GENERAL OFFICE SUPPLIES - 50 50 - (50) 50 5261-01-00 POSTAGE - 50 50 - (50) 50 SUPPLIES $ 5,110 $ 3,100 $ 3,100 $ $ 1,000 $ (2,100) $ 2,100 $ (1,000) -32% 5501-01-00 ADVERTISING 210 2,200 2,200 780 (1,420) 1,200 (1,000) -451/c 5510-01-00 ASSOCDUES/PUBLICATIONS 5,356 5,320 5,320 4,850 5,150 (170) 5,320 5525-01-00 TRAINING/SEMINARS 525 250 250 - 250 - 250 - 5565-01-00 LEGALSERVICES 5,662 7,000 7,000 6,928 9,700 2,700 10,000 3,000 430/, 5567-01-00 AUDITSERVICES 2,000 2,250 2,250 2,250 2,250 - 2,250 - 5570-01-00 SPECIALSERVICES 140,283 68,650 68,650 58,345 82,000 13,350 68,650 5574-01-00 FILING FEES - - - 40 40 40 - 5578-01-00 TRAVEL - 100 100 - - (100) 100 5580-01-00 ENGINEERING SERVICES 55,070 6,000 6,000 2,128 2,128 (3,872) - (6,000) 5595-01-00 ADMIN CHARGE-GENERAL FUND 56,796 93,297 93,297 30,271 57,581 (35,715) 82,213 (11,084) -12% 5610-01-00 VISUALGRANT 11,122 50,000 50,000 - - (50,000) - (50,000) 5615-01-00 FUNCTIONALGRANT 51,850 32,000 32,000 9,514 14,000 (18,000) 24,000 (8,000) -25% SUNDRY $ 328,873 $267,067 $ 267,067 $114,325 $ 173,879 $ (93,187) $ 193,983 $(73,084) -27% 5800-01-00 LAND 1,968 - 22,000 22,000 22,000 - 5813-01-00 KENNEDALE ENTRANCE SIGN - - - - 5820-01-00 BUILDING IMPROVEMENT 5875-01-00 CONSTRUCTION - - - CAPITAL $ 1,968 S $ - $ 22,000 $ 22,000 $ - $ TOTAL EXPENDITURES $ 335,951 ' $ 270,167 $136,325 $ (73,287) $ 196,083 $(74,084) -27% C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES 15:EDC46FUND 01:ADMINISTRATION FY17-18 PROPOSED 5240-01-00 PRINTEDSUPPLIES PRINTED M A PS OF ENTIRE CITY 2,000 2,000 5260-01-00 GENERAL OFFICE SUPPLIES FILES/FOLDERS/PAPER/PENCILS 50 50 5261-01-00 POSTAGE FORMAILOUTS/MARKETING PACKAGES 50 50 5501-01-00 ADVERTISING PROMOTIONAL ADVERTISING,LEGAL NOTICES AND BUDGET HEARING 1,200 1,200 AD($1200) OAKCREST LAND SIGN($1000) 5510-01-00 ASSOCDUES/PUBLICATIONS TEXASECONOMIC DEVELOPMENT COMMISSION 200 5,320 CITY($1925)&EDC($1925)KEN NEDA LE CHAMBER MEMBERSHIP 3,850 DALLAS CHAMBER($870)&TX MONTHLY ECONOMIC GUIDE AD($0), 1,270 DALLASCHAMBER MAP ADD($400) 5525-01-00 TRAINING/SEMINARS EDC TRAINING THROUGH VARIOUS ASSOCIATIONS BY BOARD 250 250 5565-01-00 LEGAL SERVICES BILLABLE HOU IRS FOR CITY ATTORNEYON EDC RELATED PROJECTS(I.E., 10,000 10,000 HOTEL,OTHER POTENTIAL OPPORTUNITIES) 5567-01-00 AU DIT SERVICES PATTILLO,BROWN&HILL SERVICES FOR IN DEPENDENT ANNUALAUDIT 2,250 (FY11/12 $1500, FY12/13 $1500, FY13/14 $2K, FY14/15 $2K, FY15/16$2250) 5570-01-00 SPECIALSERVICES TOWN CENTER CONSULTING FIRM (APPROXIMATELY$5500/MONTH 66,000 BEGINNING JUL 2014,TO INCLUDE$3500 FOR EDC SERVICES,$2000 FOR CHAMBER SERVICES) -$2000 DIRECT REVENUE OFFSET FROM CHAMBER EACH MONTH CONTRACT WITH MUNISERVICES FOR SALES TAX AUDIT SERVICES,35% CONTINGENCY IF REALLOCATIONS ARE UNCOVERED DUE TO REPORTING ERRORS(APPLIES TO FIRST 8 CONSECUTIVE REPORTING QUARTERS FOLLOWING CORRECTION,SHARED 75%CITY/%25 EDC) DUE NORTH MEDIA 250 WEBSITE MAINTENANCE BY CONSULTANT($200/MONTH) 2,400 5578-01-00 TRAVEL TRAVEL RELATED TO OTHER EDC TRAINING/SEMINARS BY 100 STAFF/BOARD 5580-01-00 ENGINEERING TIED TO POTENTIAL ACTIVITIES/PROJECTS(I.E.,HOTEL,ETC.) 5595-01-00 ADMIN CHARGE-GENERAL FUND C HARGEFOR SERVICES PROVIDED BYGENERAL FUND RESOURCES(10% 82,213 TOTA L REVENU ES EXCLUDING INTEREST/TRANSFERS) 5610-01-00 VISUALGRANT MONTGOMERY MANUFACTURING GRANT NANCY'S LIQUOR GRANT 5615-01-00 FUNCTIONAL GRANT H2O 380SALESTAXAGREEMENT 24,000 WATSON G LASS 380 PROPERTY TAX AGREEMENT(MAY 2019) H&O DIESUPPLY380 PROPERTY TAXAGREEMENT(MAY2019) TOTAL EXPENDITURES C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES DEPARTM�LIN Y %-/U Y I- DEBT SERVICE FUNCTIONS Provides debt-related transactions relating to economic development DEPARTMENT SUMMARY BUDGET 15:EDC4BFUND 01:ADMINISTRATION 03:DEBTSERVICE FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY 17-18 $$ % ACCOUNTNAME ACTUAL ADOPTED AMENDED YTD MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE DEBT 166,773 168,600 168,600 150,539 (38) 169,777 1,178 1% TRANSFER 151,919 154,819 154,819 154,819 0 152,588 (2,231) -1% TOTAL EXPENDITURES $ 318,692 $ 323,419 $ 323,419 $ 305,358 $ 323,380 $ (38) $ 322,365 $ (1,054) 15:EDC46FUND 01:ADMINISTRATION 03:DEBT SERVICE FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY17-18 $$ % ACCOUNT NAME ACTUAL ADOPTED AMENDED MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE 2007$1.2M TAX BOND-INTEREST 62,135 58,728 58,728 58,689 58,689 (39) 54,905 (3,823) -7% 2007$1.2M TAX BOND-PRINCIPAL 50,000 55,000 55,000 55,000 55,000 - 60,000 5,000 9% 2011$1.7M TX LEVERAGE-INT 15,930 15,672 15,672 10,537 15,672 - 14,278 (1,394) -9% 2011$1.7M TX LEVERAGE-PRI 38,709 39,200 39,200 26,313 39,200 0 40,594 1,394 4% DEBT $ 166,773 $168,600 $ 168,600 $150,539 $ 168,561 $ (38) $ 169,777 $ 1,178 1% TRANSFER OUT-DEBT SERVICE FUND 151,919 154,819 154,819 154,819 154,819 0 152,588 1,300 1% TRANSFER $ 151,919 $154,819 $ 154,819 $154,819 $ 154,819 $ 0 $ 152,588 $ 1,300 1% TOTAL EXPENDITURES $ 318,692 $ 323,419 $305,358 $ 323,380 $ (38) $ 322,365 $ 2,477 1% C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES DEPARTMENT OUTLINE TOWNCENTER SHOPPING FUNCTIONS Provides services and maintenance to TownCenter merchants HIGHLIGHTS AND GOALS ACCOMPLISHED • Secured Dickey's Barbeque(7.0) • Secured Station 287 Bar &Grill (7.0) • Secured new Chicken Express location(7.0) • Secured new dental office: Kennedale Family Dental and Orthodontics in TownCenter(7.0) • Renovated Building One space(7.0) SHORT-TERM GOALS ■ Demolition of old Chicken Express building and finishing out of parking lot (7.0) LONG-TERM GOALS • Build out of all planned buildings of TownCenter (7.0) • Secure a sit down restaurant in TownCenter(7.0) • Have all locations in TownCenter filled with businesses (7.0) STAFFING RESOURCES ■ Contract with Hughes Commercial Real Estate &Development for management of TownCenter PERFORMANCE MEASURES THROUGH JUNE 2C ■ New Businesses in TownCenter Shopping Area: 3 DEPARTMENT SUMMARY BUDGET 15:EDC4BFUND 02:TOWN SHOPPING CENTER FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY 17-18 $$ % ACCOUNTNAME ACTUAL ADOPTED AMENDED YTDMAY PROJECTED YS BUDGET PROPOSED CHANGE CHANGE MAINTENANCE 19,709 95,403 95,403 13,264 90,000 (5,403) 25,112 (70,291) -74% SUNDRY 24,914 24,892 24,892 18,223 22,937 (1,955) 20,250 (4,642) -19% TOTAL EXPENDITU RES $ 44,622 $ 120,295 $ 120,295 $ 31,487 $ 112,937 $ (7,358) $ 45,362 $ (74,933) -92% C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES 15:EDC4BFUND 02:TOWN SHOPPING CENTER FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY17-18 $$ % ACCOUNTNAME ACTUAL ADOPTED AMENDED MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE BUILDING MAINTENANCE 19,709 95,403 95,403 13,264 90,000 (5,403) 25,112 (70,291) -74% MAINTENANCE $ 19,709 $ 95,403 $ 95,403 $13,264 $ 90,000 $ (5,403) $ 25,112 $ (70,291) -74% ELECTRIC SERVICES 5,401 5,000 5,000 4,185 6,700 1,700 6,700 1,700 34% INSURANCE-PROPERTY 6,121 6,500 6,500 6,507 6,507 7 6,500 - SPECIAL SERVICES 13,392 13,392 13,392 7,530 9,730 (3,662) 7,050 (6,342) -47% SUNDRY $ 24,914 $ 24,892 $ 24,892 $18,223 $ 22,937 $ (1,955) $ 20,250 $ (4,642) -19% TOTAL EXPENDITURES $ 44,622 $ 120,295 $ 120,295 $31,487 $ 112,937 $ (7,358) $ 45,362 $ (74,933) -62% 15:EDC4B FU N D 02:TOWN SHOPPING CENTER FY17-18 PROPOSED 5403-02-00 BUILDING MAINTENANCE WATER($460/MONTH) 5,520 FIRE SPRINKLER-CAM($200/QUARTER) 800 TML HAIL DAMAGESON BUILDING 1 LANDSCAPE/MATERIALS-CAM($1166/MONTH) 13,992 MAINTENANCE-CAM($400/MONTH) 4,800 5530-02-00 ELECTRIC SERVICES ELECTRICITY-CAM 6,700 5545-02-00 INSURANCE-PROPERTY COVERAGETHROUGH TEXASMUNICIPAL LEAGUE(CHICKEN 6,500 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 SEP 2015-FEB 2017:SUBWAY$150,ACE$466 OR$7392 FYI 5/16-FYI 6/17 ANNUAL MAR 2017-AUG 2018:SUBWAY$1500R$1800 FYI 7/18 1,050 ANNUAL TOTAL EXPENDITURES C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES DEPARTMENT OUTLINE: TOWNCENTER REDEVELOPMENT FUNCTIONS Growth and redevelopment of the TownCenter shopping center HIGHLIGHTS AND GOALS ACCOMPLISHED • Secured Dickey's Barbeque (7.0) • Secured new Chicken Express location (7.0) • Secured Station 287 Bar &Grill (7.0) • Secured new dental office Kennedale Family Dental and Orthodontics in TownCenter (7.0) • Renovated Building One space (7.0) • Demolition of old Chicken Express building and finishing out of parking lot (7.0) GOALS • Build out of all planned buildings of TownCenter (7.0) • Secure a sit down restaurant in TownCenter (7.0) • Have all locations in TownCenter filled with businesses (7.0) DEPARTMENT SUMMARY BUDGET 15:EDC4BFUND 03:TOWN CENTER REDEVELOPMENT FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY 17-18 $$ % ACCOUNTNAME ACTUAL ADOPTED AMENDED YTDMAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE CAPITAL 90,000 90,000 1,080 60,0' (30,000) - (90,000) TOTAL EXPEN DITU RES $ $ 90,000 $ 90,000 $ 1,080 $ 60,0( $ (30,000) $ (90,000) 15:EDC4B FUND 03:TOWN CENTER REDEVELOPMENT FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY17-18 $$ % ACCOUNTNAME ACTUAL ADOPTED AMENDED MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE ENGINEERING SERVICES 10,000 10,000 - 8,000 (2,000) (10,000) CONSTRUCTION 80,000 80,000 1,080 52,000 (28,000) (80,000) CAPITAL $ $ 90,000 $ 90,000 $ 1,080 $ 60,000 $ (30,000) $ $(90,000) TOTAL EXPENDITURES $ $ 90,000 $ 90,000 $ 1,080 $ 60,000 $ (30,000) $ $(90,000) C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES DEPARTMENT OUTLINF TEXAS LEVERAGE PROGRAM FUNCTIONS Expand our economic development presence HIGHLIGHTS AND GOALS ACCOMPLISHED ■ Secured land for development opportunity DEPARTMENT SUMMARY BUDGET 15:EDC4B FUND 04:TEXAS LEVERAGE PROGRAM FY15-16 FY16-17 FY16-17 FY16-17 PROJECTED FY17-18 $$ % ACCOUNT NAME ACTUAL ADOPTED AMENDED MAY VSBUDGET PROPOSED CHANGE CHANGE LAND 18,739 CAPITAL $ 18,739 5 $ $ $ $ $ $ TOTAL EXPENDITURES $ 18,739 $ $ $ $ $ $ $ 19:EDC413 CAPITAL BOND FUND FY15-16 FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FY17-18 $$ % CATEGORY ACTUAL ADOPTED AMENDED MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE BEGINNING FUND BALANCE $ 29,444 $ 29,524 '$ 29,529 $29,529 $ 29,529 $ 29,719 INVESTMENT EARNINGS 85 1 60 60 109 190 130 - (60) TOTAL REVENUES $ 85 $ 60 $ 60 $ 109 $ 190 $ 130 $ $ (60) CAPITAL - - - - - - - DEBTSERVICE 29,719 29,719 TOTAL EXPENDITURES $ $ $ $ - $ 29,719 $ 29,719 REVENUES OVER EXPENDITURES $ 85 S $ 60 $ 109 $ 190 $ 130 $ (29,719) ENDINGFUNDBALANCE $ 29,529 $ 29,589 $29,638 $ 29,719 $ 0 FUND BALANCEAS%OF EXP N/A N/A N/A N/A N/A RESERVE(NO REQUI REMENT) $ $ - $ - $ - $ RESERVE SURPLUS/(SHORTFALL) C I T Y O F K E N N E D A L E , T E X A S A N N U A L PROGRAM OF SERVICES 19:EDC4B CAPITAL BOND FUND FY15-16 FY16-17 FYI 6-17 FY16-17 FY16-17 PROJECTED FYI 7-18 $$ % ACCOUNT NAME ACTUAL ADOPTED AMENDED MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE INVESTMENT INCOME 85 60 60 109 190 130 (60) INVESTMENT EARNINGS $ 85 $ 60 $ 60 $ 109 S 190 $ 130 $ $ (60) TOTAL REVENUES $ 85 $ 60 $ 60 $ 109 $ 190 $ 130 $ $ (60) 19:EDC4B CAPITAL BOND FUND 01:TOWN CENTER REDEVELOPMENT FY15-16 FY16-17 FYI 6-17 FY16-17 FY16-17 PROJECTED FYI 7-18 $$ % ACCOUNT NAME ACTUAL ADOPTED AMENDED MAY PROJECTED VS BUDGET PROPOSED CHANGE CHANGE CAPITAL $ $ $ $ $ $ $ $ TRANSFER FOR DEBTSERVICE $ 29,719 $ 29,719 DEBTSERVICE $ $ $ $ $ $ $ 29,719 $ 29,719 TOTAL EXPENDITURES $ $ $ $ $ $ $ 29,719 $ 29,719 95:EDC4B RESERVE FUND FY15-16 I FY16-17 FY16-17 FY16-17 FY16-17 PROJECTED FYI 7-18 $$ % CATEGORY ACTUAL ADOPTED AMENDED MAY PROJECTED VSBUDGET PROPOSED CHANGE CHANGE BEGINNING FUND BALANCE $ 119,962 $120,141 "$ 120,141 $ 120,132 $ 120,132 $ 120,582 INVESTMENT EARNINGS 170 160 160 257 450 290 300 140 88% TOTAL REVENUES $ 170 $ 160 $ 160 $ 257 $ 450 $ 290 $ 300 $ 140 88% TOTAL EXPENDITURES $ $ - $ - $ - $ $ REVENUESOVER EXPENDITURES $ 170 S 150 $ 160 $ 257 $ 290 $ 300 ENDING FUND BALANCE $ 120,132 $120,301 $ 120,301 $ 120,390 $ 120,582 $ 120,882 FUND BALANCE AS%OF EXP RESERVE($112,606 REQUIREMENT) $ 112,606 $ 112,606 $ 112,606 $ 112,606 $ 112,606 $ 112,606 RESERVE SURPLUS/(SHORTFALL) $ 7,526 $ 7,695 $ 7,695 $ 7,784 $ 7,976 $ 8,276 ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: August 22, 2017 Agenda Item No: REGULAR ITEMS - C. I. Subject: Discuss and consider approval of gas/oil lease agreement with GHA Barnett, LLC II. Summary: The City of Kennedale and the Kennedale Economic Development Corporation (KEDC) have been approached by GHA Barnett, LLC to determine the interest in KEDC leasing the mineral rights. A meeting is set with GHA Barnett, LLC and staff prior to the KEDC Board meeting but not before the publication of the agenda packet. Staff will provide information at the board meeting regarding GHA Barnett's proposal. III. Recommendation: Approve IV. Alternative Actions: V. Attachments: ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: August 22, 2017 Agenda Item No: STAFF ANNOUNCEMENTS/REPORTS - A. I. Subject: TownCenter B. Oak Crest C. Chamber of Commerce II. Summary: The Director will provide an update on these items. • TownCenter • Oak Crest • Chamber of Commerce Report III. Recommendation: None IV. Alternative Actions: V. Attachments: ic KENNEDALE Kennedale Economic Development Corporation www.cityofkennedale.com STAFF REPORT TO THE BOARD OF DIRECTORS Date: August 22, 2017 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. Hospitality Project 2. Oak Crest Development 3. TownCenter Property II. Summary: The Economic Development Corporation will meet in Executive Session. III. Recommendation: IV. Alternative Actions: V. Attachments: