Loading...
HomeMy WebLinkAboutRivery_Park_TIRZ_Board_Agenda_11_25_2013_545Notice of Meeting for the Rivery Park TIRZ Board of the City of Georgetown November 25, 2013 at 4:00 PM at Georgetown Municipal Complex Williamson Room, located at 300-1 Industrial Avenue, Georgetown, Texas The City of Georgetown is committed to compliance with the Americans with Disabilities Act (ADA). If you require assistance in participating at a public meeting due to a disability, as defined under the ADA, reasonable assistance, adaptations, or accommodations will be provided upon request. Please contact the City at least four (4) days prior to the scheduled meeting date, at (512) 930-3652 or City Hall at 113 East 8th Street for additional information; TTY users route through Relay Texas at 711. Regular Session (This Regular Session may, at any time, be recessed to convene an Executive Session for any purpose authorized by the Open Meetings Act, Texas Government Code 551.) A Consideration and possible action regarding the proposed “Second Amended Project Plan and Reinvestment Zone Financing Plan” for the Rivery Park Tax Increment Reinvestment Zone – Micki Rundell, Finance Manager, and Bridget Chapman, Special Counsel to the Board. Consideration and possible action regarding the “Reimbursement, Debt Administration, and Project Contract Relating to the Rivery Park Tax Increment Reinvestment Zone” between the City of Georgetown, the Georgetown Economic Development Corporation, the Georgetown Transportation Enhancement Corporation, and the Board. Micki Rundell, Finance Manager, and Bridget Chapman, Special Counsel to the Board. _______________________________________________________ Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon's Texas Codes, Annotated, the items listed below will be discussed in closed session and are subject to action in the regular session. B Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon's Texas Codes, Annotated, the items listed below may be discussed in closed session and are subject to action in the regular session. A. Section 551.072. DELIBERATION REGARDING REAL PROPERTY Discussion and possible action to deliberate the purchase, exchange, lease or value of real property which discussion in open session would have detrimental effect on negotiations with third persons. B. Section 551.087. DELIBERATION REGARDING ECONOMIC DEVELOPMENT NEGOTIATIONS. Discussion or deliberation regarding commercial or financial information that the Board has received from a business prospect that the Board seeks to have locate, stay, or expand in or near the territory of the City of Georgetown and with which the Board is conducting economic development negotiations; and/or discussion and deliberation regarding the offer of a financial or other incentive to a business prospect that the Corporation seeks to have locate, stay, or expand in or near the territory of the City of Georgetown. C. Section 551.071. CONSULTATION WITH ATTORNEY Consultation with attorney regarding legal issues related to agenda items and other matters in which the duty of the attorney to the Georgetown Economic Development Corporation under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas. Action out of Executive Session. CERTIFICATE OF POSTING I, Jessica Brettle, City Secretary for the City of Georgetown, Texas, do hereby certify that this Notice of Meeting was posted at City Hall, 113 E. 8th Street, a place readily accessible to the general public at all times, on the ______ day of __________________, 2013, at __________, and remained so posted for at least 72 continuous hours preceding the scheduled time of said meeting. ____________________________________ Jessica Brettle, City Secretary EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 1 of 14 11/22/2013 Page 1 SECOND1 AMENDED FINAL PROJECT PLAN AND REINVESTMENT ZONE FINANCING PLAN FOR RIVERY PARK TAX INCREMENT REINVESTMENT ZONE ___________________ (final City Council approval date) 1 A First Amended Project and Financing Plan was approved by the Rivery Park TIRZ Board of Directors on October 10, 2012, but was never presented to or approved by the Georgetown City Council. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 2 of 14 11/22/2013 Page 2 TABLE OF CONTENTS I INTRODUCTION 3 II PROJECT PLAN A Existing Uses and Conditions ( §311.011(b)(1)) 4 B Proposed Uses and Conditions (§ 311.011(b)(1)) 4 C Municipal Ordinances and Agreements (§ 311.011(b)(2)) 5 D Non-Project Costs (§ 311.011(b)(3)) 7 E Relocation (§ 311.011(b)(4)) 7 III FINANCING PLAN A List of Estimated Project Costs (§ 311.011(c)(1)) 8, Tbl.3 B Kind, Number, and Location of Proposed Public Improvements to be Financed by the TIRZ (§ 311.011(c)(2)) 8 C Economic Feasibility Study (§ 311.011(c)(3)) 9 D Estimate of Bonded Indebtedness to be Incurred (§ 311.011(c)(4)) 9 E Time of Incurring Monetary Obligations (§ 311.011(c)(5)) 9 F Method of Financing/Sources of Revenue for Project Costs (§ 311.011(c)(6)) 10 G Current Appraised Value (§ 311.011(c)(7)) 10 H Estimated Captured Appraised Value (§ 311.011(c)(8)) 11 I Duration of the TIRZ (§ 311.011(c)(9)) 11 IV BOARD OF DIRECTORS OF THE TIRZ 11 EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 3 of 14 11/22/2013 Page 3 I. INTRODUCTION The Rivery Park Tax Increment Reinvestment Zone (the “TIRZ”) is a tax increment reinvestment zone designated by the City of Georgetown (the “City”) pursuant to the Tax Increment Financing Act, as codified in Chapter 311 of the Texas Tax Code, as amended (the “Act”). The TIRZ was originally created by Ordinance No. 2007-91 (Dec. 11, 2007) as a 67.752 acre TIRZ composed of two tracts: The first tract consists of approximately 31.94 acres of privately-owned land generally located at the northwest corner of IH-35 S. and Rivery Boulevard (the “31.94 Acre Tract”); the second tract consists of approximately 35 acres of City-owned land consisting of the City’s Rivery Park (“Rivery Park”). In 2010, after the required notice and hearing, the City approved a petition requesting that 8.33 acres of land be removed from the 31.94 Acre Tract within the TIRZ. On November 12, 2013 owner of at least 50% of the appraised value of the 8.33 acres, Brae Group, Ltd, whose general partner is Novak Brothers, LLC, by and through its member and authorized agent, Jeff Novak, requested that the 8.33 acres be added back into the TIRZ. After finding that the petition was legally sufficient under Section 311.007 of the Act, and after the required notice and hearing, the City Council adopted Ordinance No. 2013-___ (_______) approving the petition and adding the 8.33 acres of land back into the TIRZ. Therefore, as of the date of this Amended Project Plan and Reinvestment Zone Financing Plan (collectively, the “Amended Plan”), the total size of the TIRZ is 67.752 acres and the current landowners in the Zone are the City (for Rivery Park), and NOVAK BROTHERS TEXAS BROWNSTONES, LLC (for 0.333 acres out of the 31.94 Acre Tract) and BRAE GROUP, LTD. (for the remainder of land in the 31.94 Acre Tract). Exhibit A depicts the vicinity and boundaries of the TIRZ, as recently amended to include the 8.33 acre tract. The purpose of the TIRZ is to provide a financing vehicle necessary to facilitate a program of public improvements to allow and encourage the development of a hotel having at least 221 rooms and having a AAA 3 Diamond Rating or a 2 Star Forbes Rating (based on the 2013 hotel rating systems) in the Starwood Hotels & Resorts Worldwide, Inc. brand (the “Hotel”), a conference center including a ballroom comprised of at least 16,000 square feet (the “Conference Center”), and a multi-level above-ground public parking garage containing at least 336 spaces (the “Public Parking Garage”). Another purpose of the TIRZ is to construct amenities in and make other improvements necessary to increase accessibility to Rivery Park and enhance the park experience for visitors. Other development within the TIRZ is anticipated to include single and multifamily residential development and commercial/ retail space, as allowed by the PUD Ordinance (defined below). The tax increment generated within the TIRZ would be used to finance costs associated with the construction, maintenance, and repair of the Public Parking Garage, improvements in Rivery Park, public utilities within the TIRZ, public roadways (and related improvements) within and outside of the TIRZ boundaries, and other costs that meet the definition of “project costs” under the Act and this Amended Plan. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 4 of 14 11/22/2013 Page 4 II. PROJECT PLAN A. Existing Land Uses and Conditions (§ 311.011(b)(l)) 1. Rivery Park: Rivery Park is an existing City-owned public park that is partially developed with trails, a pond, a disc golf course, and a small surface parking lot. Exhibit B is a map illustrating the existing uses and conditions the Rivery Park, as required by Section 311.011(b)(l) of the Act. 2. 31.94 Acre Tract2: · Zone A – Zone A is currently vacant and unimproved. · Zone B1– Zone B1 is currently vacant and unimproved. · Zone B2– Zone B2 is currently vacant and unimproved. · Zone B3– Zone B3 is currently vacant and unimproved. · Zone C – Zone C is partially developed. As of the date of this Amended Plan, a final plat for Phases 1 and 2 - 4 of the Brownstones at the Summit has been approved and recorded (See Document No. 2011047662 and Document No. 2013070833 in the Official Records of Williamson County, Texas). B. Proposed Land Uses and Conditions (§ 311.011(b)(l)) 1. Rivery Park: The proposed future use of Rivery Park shall continue to be as a public park, but with additional public amenities and improved public access and parking. The improvements shown on TABLE 1, below, are proposed to be constructed in Rivery Park: TABLE 1 RIVERY PARK IMPROVEMENTS 1 New Stormwater Detention Pond (approx. 0.6 acre pond, as more fully described in the plans entitled, “The Summit at Rivery Park Phases 5 and 6 Construction Plans, Con 2012-033”, sometimes referred to as the “Pond”) 2 Wetland plantings in the Pond 3 Two (2 ) new aeration fountains in existing pond 4 Eight (8) new parking spaces in the existing Rivery Park surface parking lot with two ( 2) additional accessible spaces, and micro-surfacing and striping of the entire Park parking lot 5 Re-routed disc golf course hole #17 over the Pond with new hole signs and concrete tee boxes for all 18 holes. 6 Trail and boardwalk with shade structure and seating, all ADA accessible 2 In this Amended Plan, the developable areas within the 31.94 Acre Tract have been assigned the same development area designations as in the PUD Ordinance. See Exhibit D for Zone designations. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 5 of 14 11/22/2013 Page 5 7 Maintenance access road re-routed/re-constructed to be a minimum of ten feet (10’) wide 8 Splash Pad A map showing the proposed future uses and conditions of Rivery Park is attached as Exhibit C. 2. 31.94 Acre Tract: Subject to the PUD Ordinance (defined below) and the other ordinances and agreements applicable to the 31.94 Acre Tract, the proposed future uses of the 31.94 Acre Tract are as follows: Zone A – Zone A is proposed to be designed and developed with multifamily residential development (apartments) and associated parking. Zone B1 – Zone B1 is proposed to be designed and developed with the Hotel, Conference Center, and Public Parking Garage. Zone B2– Zone B2 is proposed to be designed and developed with commercial and retail uses and associated parking. Zone B3 – Zone B3 is proposed to be designed and developed with commercial and retail uses and associated parking. Zone C – Zone C is proposed to be designed and developed with 114 residential condominium units known as “The Brownstones at the Summit” and associated parking. The proposed future uses and conditions of the 31.94 Acre Tract are described in the PUD Ordinance and shown on the Site Layout on Exhibit D, attached hereto and incorporated herein by reference for all purposes. C. Municipal Ordinances and Agreements (§ 311.011(b)(2)) There are several ordinances and agreements affecting the property within the TIRZ. A brief summary of these ordinances and agreements is provided below. Except as otherwise expressly provided in the ordinances and agreements identified below, all development of the land in the TIRZ will be done in accordance with all applicable development and construction ordinances, regulations and requirements of the City of Georgetown: 1. TIRZ Ordinances. The City has passed three (3) ordinances relating to the TIRZ: · Ordinance No. 2007-91 — approving the petition creating the TIRZ. · Ordinance No. 2008-63 — reflecting the County’s participation in the TIRZ at 80% and changing the composition of the Board of Directors to reflect the County’s participation. · Ordinance No. 2010-30 — approving petition to remove 8.33 acres from the TIRZ. (See TIRZ Ordinances, attached as Exhibit E). The City has received a petition to add the 8.33 acres removed by Ordinance No. 2010-30 back into the TIRZ. The City has also received a EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 6 of 14 11/22/2013 Page 6 request to extend the term of the TIRZ from December 31, 2031 until December 31, 2041. Simultaneously with the approval of this Amended Plan, the City Council has, after notice and hearing, granted the petition to add the 8.33 acres back into the TIRZ and setting the tax increment base year for the 8.33 acres, and granted the request to extend the term of the TIRZ until 2041. The City has also amended the TIRZ ordinance to conditionally allow the City and the TIRZ Board to enter into economic development agreements under Chapter 380 of the Local Government Code to incentivize development within the TIRZ without causing termination of the TIRZ. 2. Tax Increment Financing Agreements between City and Williamson County. The City and Williamson County have entered into a Tax Increment Financing Agreement, as amended, providing as follows: · Original Tax Increment Financing Agreement (Sept. 16, 2008) – setting the County’s participation in the TIRZ at 80%, the City’s participation at 100%, and stating several other conditions of the County’s participation in the TIRZ. · First Amended Tax Increment Financing Agreement (May 15, 2012) – extending the deadline for completion of the Conference Center from October 1, 2011 to September 30, 2015, and adding a condition that the County be allowed certain uses of the Conference Center as an additional condition of the County’s participation in the TIRZ. The City and the County have also negotiated a Second Amended Tax Increment Financing Agreement reflecting the County’s approval of addition of the 8.33 acres back into the TIRZ and approval of the extension of the term of the TIRZ until December 31, 2041, and revising some of the other conditions to the County’s participation in the TIRZ. This Second Amended Agreement is slated for final consideration by the respective governing bodies of the City and the County contemporaneously with the approval of the amended TIRZ Ordinance adopting this Second Amended Plan, and on its execution will become an attachment to this Amended Plan. (See Tax Increment Financing Agreement and amendments, attached as Exhibit F.) 3. Zoning Ordinances. All of the property located within the TIRZ is within the corporate limits of the City of Georgetown and within the boundaries of Williamson County, Texas. Rivery Park is zoned as a public park. The 31.94 Acre Tract is currently zoned as a Planned Unit Development or “PUD.” (See Ordinance No. 2007-91, as amended by Ordinance No. 2010-31, and as further amended by Ordinance No. 2013-_____). Any modifications to the City’s Unified Development Code applicable to the development of the 31.94 Acre Tract are set forth in the PUD Ordinance. All references in this document to the “PUD Ordinance” shall mean and refer to the most recent PUD Ordinance pertaining to the 31.94 Acre Tract. (See PUD Ordinance, attached as Exhibit G.) 4. Parkland Improvement Agreement. The City and Brae Group, Ltd. have entered into that certain Parkland Improvement Agreement dated to be effective on June 26, 2013 pursuant to which the City will allow construction of the Pond in Rivery Park, on the condition that the other amenities and enhancements are also constructed in Rivery Park. (See Parkland Improvement Agreement, attached as Exhibit H.) EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 7 of 14 11/22/2013 Page 7 5. Georgetown Transportation Enhancement Commission (GTEC) Performance Agreement. GTEC, the City, and Novak Brothers, LLC have negotiated that certain Performance Agreement dated to be effective on City Council approval pursuant to which GTEC will finance up to $750,000 for construction of the extension of certain public roadways and intersection improvements within the boundaries of the TIRZ, as stated in said Agreement. (See GTEC Performance Agreement, attached as Exhibit I.) 6. Georgetown Economic Development Corporation (GEDCO) Performance Agreement. GEDCO, the City, Novak Brothers, LLC and Hines Georgetown Hotel LLC have negotiated that certain Performance Agreement dated to be effective on City Council approval pursuant to which GEDCO will finance streets and roads, rail spurs, water and sewer utilities, electric utilities, or gas utilities, drainage, site improvements, and related improvements within and outside of the TIRZ boundaries, as stated in said Agreement. (See GEDCO Performance Agreement, attached as Exhibit J.) 7. Joint Use and Access Agreement. The City, Novak Brothers, LLC and Hines Georgetown Hotel LLC have negotiated that certain Joint Use and Access Agreement dated to be effective on City Council approval whereby the City has acquired ownership of the Public Parking Garage and use of the Conference Center. (See Joint Use and Access Agreement, attached as Exhibit K.) 8. Master Development Agreement. The City, Novak Brothers, LLC and Hines Georgetown Hotel LLC have negotiated that certain Master Development Agreement dated to be effective on City Countil approval. (See Master Development Agreement, attached as Exhibit L) D. Non-Project Costs (§ 311.011(b)(3)) The Non-Project Costs include those development items that will be privately funded and for which no tax increment reimbursement is expected. The Non-Project Cost items and their estimated costs are shown on TABLE 2, below: Improvement Cost Conference Center $12,500,000.00 Hotel $48,261,069.00 Apartments $26,400,000.00 Brownstone Condominiums $21,600,000.00 Total $108,761,069.00 E. Relocation (§ 311.011(b)(4)) No residential relocation will be required as a part of the creation or development of the TIRZ.III. FINANCING PLAN EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 8 of 14 11/22/2013 Page 8 A. List of Estimated Project Costs3 Including Administrative Expenses (§ 311.011(c)(1) and (2)) TABLE 3, which is attached hereto and incorporated herein by reference for all purposes as if set forth in full, lists the estimated costs for the public works/improvements/programs to be constructed or conducted in the TIRZ for which reimbursement from the tax increment revenue fund is expected. The estimates shown on TABLE 3 for the Project Costs are in year 2013 dollars and are subject to change. TIRZ revenues would be used to pay directly for the Project Costs or will be used to pay debt service on obligations issued for the Project Costs, in accordance with, and up to the amounts stated in separate contracts pertaining to same. The design and construction of the public works/improvements in the TIRZ will require professional services for the design and engineering of public improvements, including but not limited to inspecting/testing of soils and construction materials and overseeing construction operations (including, but not limited to, the City’s oversight of the Public Parking Garage construction.) Professional surveying, architectural services, legal services, planning services, financial services, and other professional services will also be required for the public works/improvements in the TIRZ. The ongoing administration of the TIRZ will require services including, but not limited to, such services as accountants and bookkeepers, engineers, legal counsel, planners or other administrative services deemed necessary by the TIRZ Board to implement this Amended Plan. Other costs include organizational costs such as the costs of conducting environmental impact studies or other studies, the cost of publicizing the TIRZ, and the cost of preparing and implementing the Amended Plan. B. Kind, Number, Location of Public Works/Public Improvements/Programs to be Financed by the TIRZ (§ 311.011(c)(2)) Information regarding the kind, number, and location of all public works/public improvements and public programs to be financed by the tax increment generated in the TIRZ is included on TABLE 3. In general, these items include the following, along with all allowable incidental costs related thereto: · costs for design and construction, and on-going maintenance and costs of the Public Parking Garage to be located in Zone B1, · costs related to the City’s oversight of the design, engineering and construction of the Public Parking Garage to be located in Zone B1; · certain costs related to the Hotel to be located in Zone B1; · on-site public infrastructure to be located in all Zones (e.g., paving, water utilities, wastewater utilities, erosion and sediment control, trench safety, electric utilities, gas utilities, traffic safety improvements, and landscaping); · easements (or other ownership interest) for all required public roadways and/or infrastructure inside and outside of the TIRZ boundaries; 3 The term “Project Costs” means those costs that meet the definition of the term “Project Cost” set forth in Section 311.002 (1)(A-K) of the Act. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 9 of 14 11/22/2013 Page 9 · various improvements and amenities to be added in Rivery Park as detailed in TABLE 1 and TABLE 3; · off-site traffic improvements benefitting the TIRZ as generally described on TABLE 3 and more particularly described in the TIA; · public shuttle bus service to and from the Public Parking Garage (and perhaps other locations within the TIRZ) during Conference Center events (if necessary) and during all special events in the City for which public parking is in high demand (e.g., Red Poppy Festival, Christmas Stroll, fairs, concerts, sporting events, and other special events held in and/or sponsored by the City); · Tourist information kiosk; · Use by the City and Williamson County of the Conference Center for a total of six times each year, at no cost for the facility rental rate to the City or the County; · Operation and maintenance costs for all public works/improvements/programs; · Another public parking garage similar to the one to be located in Zone B1 (if necessary to meet parking requirements for Zones B2 and B3 or otherwise desirable to meet public demand); and · TIRZ operating, marketing, and administrative costs. The locations of these proposed improvements are shown on Exhibits C and D. C. Economic Feasibility Study (§ 311.011(c)(3)) A market and economic feasibility study for the TIRZ was previously conducted by The Perryman Group. (See Ordinance No. 2007-91). Another study dated September 27, 2010 was conducted by Colliers PKF Consulting USA, which is attached hereto as Exhibit M D. Estimate of Bonded Indebtedness to be Incurred (§ 311.011(c)(4)) It is anticipated that the City will issue a total of approximately $8,140,000 in taxable Limited Tax Notes (“LTNs”) to fund the costs associated with the Public Parking Garage and other Project Costs that are eligible for such financing and consistent with the Master Development Agreement. It is also anticipated that GEDCO will contribute an amount not to exceed $4,500,000 in financing, which is currently anticipated to consist of approximately $2,600,000 in sales tax revenue bonds and approximately $1,900,000 in cash for the benefit of the TIRZ to fund those costs eligible for such funding under Chapters 501 and 504 of the Texas Local Government Code, consistent with the GEDCO Performance Agreement. The estimated debt service schedule, as prepared by Specialized Public Finance, Inc., financial advisors to the City, is attached as Exhibit N. E. Time of Incurring Monetary Obligations (§ 311.01l(c)(5)) The Hotel, Conference Center, Public Parking Garage, and Rivery Park Improvements are anticipated to be completed by _______________________, 2015 as required by the various EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 10 of 14 11/22/2013 Page 10 agreements pertaining to development of the Property. The repayment term on any taxable LTNs issued for the Public Parking Garage is estimated at 7 years, but may be refinanced for a longer term in accordance with the provisions of the statute authorizing the issuance of LTNs. Cash flow projections, as prepared by the City, are illustrated in Exhibit O. The projected build-out schedule for the Brownstones, multifamily apartments, and retail/commercial development, and the anticipated timeframe during which reimbursement payments from tax increment revenues from the TIRZ could be made based on revenue derived from the improvements is also shown on Exhibit P. F. Method of Financing/Sources of Revenue (§ 311.011(c)(6)) The City established a Tax Increment Fund (the "Fund") for the TIRZ in the ordinance designating the TIRZ. In accordance with Section 311.013 of the Act, the TIRZ Ordinance, and the TIF Agreement (as amended) between the City and the County, the City will contribute 100% of the City’s ad valorem tax increment to the Fund, and the County will contribute 80% of the County’s ad valorem tax increment to the Fund. The tax increments deposited into the Fund will be used to pay for the approved Project Costs in accordance with the agreements approved by the TIRZ Board of Directors and/or the City of Georgetown, along with maintaining, operating and administering the TIRZ. As stated in Sections II.D & II.E of this Amended Plan, it is anticipated that the City will issue a total of approximately $8,140,000 in taxable Limited Tax Notes (“LTNs”) for the benefit of the TIRZ and as consistent with the Master Development Agreement. It is also anticipated that GEDCO will contribute an amount not to exceed $4,500,000 in financing, which is currently anticipated to consist of approximately $2,600,000 in sales tax revenue bonds to cover eligible costs under Chapter 501 and 504 of the Texas Local Government Code, and contribute approximately $ 1,900,000 in cash for the benefit of the TIRZ and as consistent with the GEDCO Performance Agreement. It is also anticipated that GTEC will contribute $750,000 in cash for the benefit of the TIRZ to fund those costs eligible for such funding under Chapters 501 and 505 of the Texas Local Government Code, consistent with the GTEC Performance Agreement. It is also anticipated that Novak Brothers, LLC will contribute private funds in an amount not to exceed $3,500,000 to cover eligible costs under Chapter 501 and 504 of the Texas Local Government Code for the benefit of the TIRZ and as consistent with the Master Development Agreement. After the foregoing debt and cash funding contributions are reimbursed to the City, GEDCO, and GTEC out of monies in the Fund, Novak Brothers, LLC will be reimbursed for eligible costs in an amount not to exceed $3,500,000. If the Fund balance is such that further expenditures are possible, monies in the Fund may be used to reimburse the applicable entity for the Offsite Traffic Improvements and Other Project Costs that were not previously funded by the City, GEDCO, or GTEC, pursuant to written agreements pertaining to same. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 11 of 14 11/22/2013 Page 11 G. Current Appraised Value (§ 311.011(c)(7)) The base value, from which captured appraised value is calculated, is the total assessed taxable value of all property within the TIRZ on January 1, 2007, as shown on the rolls of the Williamson County Appraisal District, was as follows: TABLE 4 APPRAISED VALUE IN BASE YEAR 2007 Property Owner Acreage Taxable Value Rivery Park Limited Partnership LLP 31.215 $4,974,292 *Included in above total, but broken out here 8.33* $907,137* City of Georgetown 34.394 $1,022,427 The current appraised value of the land in the TIRZ is as follows: TABLE 5 APPRAISED VALUE IN YEAR 2013 Property Owner Acreage Taxable Value Brae Group, Ltd. 31.319 $8,067,026 Novak Brothers Texas Brownstones, LLC 0.333 $859,812 James W & Julie Rogers 0.029 $172,174 City of Georgetown 34.394 $991,422 H. Captured Appraised Value (§ 311.011(c)(8)) It is anticipated that taxable property values will increase approximately 1% every year. An estimate of the captured appraised value in each year of the projected life of the TIRZ is included in Exhibit P, attached hereto. I. Duration of the TIRZ (§ 311.011(c)(9)) The TIRZ will expire on December 31, 2041, unless sooner terminated as may be allowed by law. IV. Board of Directors of the TIRZ The TIRZ was created by petition, so the City has created a TIRZ Board of Directors composed of 9 members, each serving 2-year terms and appointed as follows: 5 members appointed by the City Council; 2 members appointed by the Commissioners Court of Williamson County; and 1 State Representative and 1 State Senator (or their designees) within whose districts the TIRZ is located. As of the date of this Amended Plan, the members of the TIRZ Board of Directors and the ending dates of their terms are: EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 12 of 14 11/22/2013 Page 12 MEMBER NAME APPOINTED BY END OF TERM George Garver City Council 3/1/2014 Jerry Hammerlun City Council 3/1/2015 Micki Rundell City Council 3/1/2014 Laurie Brewer City Council 3/1/2015 Jeff Novak City Council 3/1/2014 Ronald Swain City Council 3/1/2015 Valerie Covey Williamson County 3/1/2014 Marsha Farney Texas House District 20 3/1/2015 Charles Schwertner Texas Senate District 5 3/1/2014 The Board of Directors of the TIRZ will prepare (i) an Annual TIRZ Budget; (ii) an Annual Report of TIRZ activities; and (iii) an Annual Financial Statement prepared in accordance with Generally Accepted Accounting Principles for presentation to the City. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 13 of 14 11/22/2013 Page 13 TABLE OF TABLES AND EXHIBITS TABLES: TABLE 3 PROJECT COSTS EXHIBIT LIST: Exhibit A Location Map Showing Boundaries of TIRZ (as amended) Exhibit B Existing Conditions Map Exhibit C Proposed Future Conditions Map – Rivery Park Exhibit D Proposed Future Conditions Map – 31.94 Acre Tract (Site Layout) Exhibit E TIRZ Ordinances Exhibit F Tax Increment Financing Agreements Exhibit G PUD Ordinance Exhibit H Parkland Improvement Agreement Exhibit I GTEC Performance Agreement Exhibit J GEDCO Performance Agreement Exhibit K Joint Use and Access Agreement Exhibit L Master Development Agreement Exhibit M Colliers PKF Consulting USA Study Exhibit N Rivery TIRZ Debt Proforma Exhibit O Cash Flow Projections and Build out Schedule Exhibit P Estimated Appraised Values EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 14 of 14 11/22/2013 Page 14 EXHIBIT F Tax Financing Agreements between City and Williamson County (to be added) EXHIBIT G PUD Ordinance (to be added) EXHIBIT I GTEC Performance Agreement (to be added) EXHIBIT J GEDCO Performance Agreement (to be added) EXHIBIT K Joint Use and Access Agreement (to be added. May be replaced with Parking Lease Agreement) EXHIBIT L Master Development Agreement (to be added) TOTAL ESTIMATED PROJECT COSTS* - NOT TO EXCEED AMOUNT $25,087,060.29 TOTAL NOT TO EXCEED $5,738,931.00 To include: Land/Site Land Acquisition Cost Title Insurance/Impact Fees Architectural/Engineering Construction Sitework Parking Garage Escalation/Design Contingency Taxes/Insurance/Tap Fees Real Estate Taxes Utility Tap Fees/Service Charges Financing Legal Fees Prjoect Administration Contingency TOTAL NOT TO EXCEED:$390,358.50 To include: Silt Fence 15' Wide Vegetated Filter Strip Park Parking Lot Expansion Existing Park Road Demolition Park Road Relocation Sidewalk at Water Quality Pond Existing Maintenance Road Relocation Wet Pond Wet Pond Water Line and Level Control 42" RCP Storm Sewer From Wet Pond Wet Pond Discharge Pipe Headwall & Rip Rap 42" RCP Storm Sewer Line H 18" RCP Storn Sewer Line H-1 & Stubout 10' Curb Inlet Curb & Gutter Line H Headwall & Rip Rap Curlex III Erosion Control Blanket Shade Structure Park Bench Park Trash Receptacle Disc Golf Course Signage Electric Service to Proposed Wet Pond Contingency TOTAL NOT TO EXCEED $7,207,797.38 To include: Wolf Ranch Parkway and a portion of woodlawn avenue $229,122.00 (less GTEC) Paving and Drainage Improvments Water Improvements Wastewater Improvements Temp. Erosion & Sediment Control Trench and Excavation Safety Site Electrical & Gas, Striping and Signage, Traffic Signal Improvements Landscaping Hintz Road and Hershsey Ave $1,476,254.49 Paving and Drainage Improvments Water Improvements Wastewater Improvements Temp. Erosion & Sediment Control Trench and Excavation Safety RIVERY PARK IMPROVEMENTS TABLE 3 ESTIMATES OF PROJECT COSTS (in 2013 dollars) PUBLIC PARKING GARAGE OTHER ONSITE PUBLIC INFRASTRUCTURE TABLE 3 SECOND AMENDED PLAN Page 1 of 4 Site Electrical & Gas, Striping and Signage, Traffic Signal Improvements Landscaping Phase 6 (Residential Area) / Highknoll Lane $473,860.00 Paving and Drainage Improvments Water Improvements Wastewater Improvements Temp. Erosion & Sediment Control Trench and Excavation Safety Site Electrical & Gas, Striping and Signage, Traffic Signal Improvements Landscaping Phases 7 - 12 (Residential Area) $2,848,840.75 Paving and Drainage Improvments Water Improvements Wastewater Improvements Temp. Erosion & Sediment Control Trench and Excavation Safety Site Electrical & Gas, Striping and Signage, Traffic Signal Improvements Landscaping Contingency (10%)$502,807.72 Land under the Public areas $1,676,912.42 TOTAL NOT TO EXCEED:$2,052,247.00 To include: Land/Site (fee simple interest) Land Acquisition Cost Title Insurance/Impact Fees Architectural/Engineering Construction Sitework Escalation/Design Contingency Taxes/Insurance/Tap Fees Real Estate Taxes Utility Tap Fees/Service Charges Financing Legal Fees Prjoect Administration Contingency (10%) HOTEL AND CONFERENCE CENTER PUBLIC INFRASTRUCTURE TABLE 3 SECOND AMENDED PLAN Page 2 of 4 Not to exceed:$750,000.00 GTEC ROADWAYS TABLE 3 SECOND AMENDED PLAN Page 3 of 4 OFF SITE TRAFFIC IMPROVEMENTS Estimated Costs per TIA:$2,367,726.41 To include: IH 35 SBFR @ Williams Drive - Left Turn Lane IH 35 NBFR @ Williams Drive - Left Turn Lane Rivery Blvd NB @ Wolf Ranch Parkway - Right Turn Lane Rivery Blvd NB @ Theater Driveway - Right Turn Lane IH 35 SBFR @ Rivery Blvd - Right Turn Lane Rivery Blvd NB @ Williams Drive - Right Turn Lane Rivery Blvd SB @ Driveway South of Wolf Ranch - Restriping Rivery Blvd @ IH 35 Frontage Road - Shared Thru/Right Turn Lane Williams Drive and IH 35 NBFR - NB Right Turn Lane Williams Drive and IH 35 NGFR - EB Right Turn Lane OTHER COSTS Estimated over life of TIRZ:$6,580,000.00 Splash Pad $300,000.00 City Operating and Maintenace Cost for Rivery Park Improvements $400,000.00 City Costs for Oversight of Public Improvement Design/Construction $100,000.00 TIRZ Administrative Costs $250,000.00 Shuttle Service $500,000.00 Visitor Center Kisok $30,000.00 Second Public Parking Garage $5,000,000.00 TABLE 3 SECOND AMENDED PLAN Page 4 of 4 R466300BRAEGROUP LTD R466301BRAEGROUP LTDR466302BRAEGROUP LTD R511414NOVAK BROTHERS TEXASBROWNSTONES LLC R511415ROGERS, JAMESW & JULIE A R511416NOVAK BROTHERS TEXASBROWNSTONES LLC R509086BRAEGROUP LTD R511857BRAEGROUP LTD R509085BRAEGROUP LTD R428017BRAEGROUP LTD R466296BRAEGROUP LTD R466297BRAEGROUP LTD R466298BRAEGROUP LTD R511413NOVAK BROTHERS TEXASBROWNSTONES LLC R511417NOVAK BROTHERS TEXASBROWNSTONES LLC R511418NOVAK BROTHERS TEXASBROWNSTONES LLC R364053CITY OFGEORGETOWN R466299BRAEGROUP LTD RIVERY PH 1 BLK BLT 1 REPLAT (LKB LT 1B REPLAT COUNTRY CLUB ACRES RESUB RIVERYPARK GABRIEL HEIGHTS ADDN (LTS 3A &4A BLK A) RIVERY PARK (BLKALT1-2&1-3REPLATREPLAT) COUNTRY CLUB ACRES UNIT 2 RIVERYPARK 2 BROWNSTONEAT THESUMMIT PH 1 REPLAT COUNTRY CLUBESTATES (BLK 4LTS 4-6 AMD) RIVERYPH 1 RIVERVIEWMALL COUNTRYCLUB ESTS RIVERY PARK2 (BLKB AMD) RIVERY PAR K (L T 1 BLK A REP LA T) MCCOYSCHOOLSUB SANGABRIEL VILLAGESEC 2 PH 1 COUNTRYCLUB ACRESUNIT 1 VILLAGEPARK CONDO(AMD) ROST &ROST SUB(REPLAT) CRESTVIEWADDN UNIT 1 RIVERY PH 1(BLK B LT1 REPLAT) W I L L I A M S D R HINTZ RD WOLF RANCH PK W Y RIVERY D R I V E W A Y S IH 3 5 N B S IH 3 5 S B CEDAR D R C O U N T R Y C L U B R D EXIT 2 6 1 SB W I L L O W L N MORRI S D R S IH 3 5 F W Y N B S IH 3 5 F W Y S B HIGHKNOLL LN RIVERYBLVD ADAMS ST Legend TIRZ Boundary, as amended in 2013 WCAD Parcels Georgetown Parks This product is for informational purposes and may not have been prepared for or be suitable for legal, engineering, or surveying purposes. It does not represent an on-the-ground survey and represents only the approximate relative location of property boundaries. 0 350175Feet 1 inch = 350 feetE Imagery Date: December 2012 Location Map Showing Boundaries of Rivery Park TIRZ, as amended EXHIBIT A SECOND AMENDED PLAN Page 1 of 1 R466300BRAEGROUP LTD R466301BRAEGROUP LTDR466302BRAEGROUP LTD R511414NOVAK BROTHERS TEXASBROWNSTONES LLC R511415ROGERS, JAMESW & JULIE A R511416NOVAK BROTHERS TEXASBROWNSTONES LLC R509086BRAEGROUP LTD R511857BRAEGROUP LTD R509085BRAEGROUP LTD R428017BRAEGROUP LTD R466296BRAEGROUP LTD R466297BRAEGROUP LTD R466298BRAEGROUP LTD R511413NOVAK BROTHERS TEXASBROWNSTONES LLC R511417NOVAK BROTHERS TEXASBROWNSTONES LLC R511418NOVAK BROTHERS TEXASBROWNSTONES LLC R364053CITY OFGEORGETOWN R466299BRAEGROUP LTD RIVERY PH 1 BLK BLT 1 REPLAT (LKB LT 1B REPLAT COUNTRY CLUB ACRES RESUB RIVERYPARK G A B RIE L H EIG H T S A D D N (L T S 3 A & 4 A B L K A ) RIVERY PARK (BLKALT1-2&1-3REPLATREPLAT) COUNTRY CLUBACRES UNIT 2 RIVERYPARK 2 BROWNSTONEAT THESUMMIT PH 1 REPLAT COUNTRY CLUBESTATES (BLK 4LTS 4-6 AMD) RIVERYPH 1 RIVERVIEWMALL COUNTRYCLUB ESTS GABRIELHEIGHTS RIVERY PARK2 (BLKB AMD) RIV ER Y PARK (L T 1 BL K A REPLAT) MCCOYSCHOOLSUB RCDPROPERTIESLLC SUB SAN GABRIELVILLAGESEC 2 PH 1 COUNTRY CLUBACRES UNIT 1 VILLAGEPARK CONDO(AMD) ROST &ROST SUB(REPLAT) CRESTVIEWADDN UNIT 1 RIVERY PH 1(BLK B LT1 REPLAT) S IH 3 5 S B HINTZ RD W O L F R A N C H P K W Y RIVERY D R I V E W A Y W I L L I A M S D R C OU N T R Y C L U B R D S IH 3 5 N B ENT R 2 6 1 NB CEDAR D R EXIT 2 6 1 S B MORRI S D R S IH 3 5 F W Y N B S IH 3 5 F W Y S B HIGHKNOLL L N RIVE R Y B L V D ADAMS ST Legend Proposed TIRZ Boundary WCAD Parcels Georgetown Parks This product is for informational purposes and may not have been prepared for or be suitable for legal, engineering, or surveying purposes. It does not represent an on-the-ground survey and represents only the approximate relative location of property boundaries. 0 350175Feet 1 inch = 350 feetE Imagery Date: December 2012 Map of Existing Conditions in Rivery Park TIRZ EXHIBIT B SECOND AMENDED PLAN Page 1 of 1 A A B B C C summit at rivery park baker | aicklen + associates scale: 1”=100’ northgeorgetown, tx context PROPOSED WET POND OVERLOOK - PLAN VIEW RIVERY PARK New Wet Pond: with Wetland Plantings and 2 Aeration Fountains Proposed Trail and Overlook with Shade Structure and Seating Proposed Maintenance Access Re-routing PROPOSED FUTURE CONDITIONS - RIVERY PARK EXHIBIT C SECOND AMENDED PLAN Page 1 of 2 summit at rivery park baker | aicklen + associatesgeorgetown, tx PROPOSED WET POND OVERLOOK - VIEW FROM OVERLOOK RIVERY PARK PROPOSED FUTURE CONDITIONS - RIVERY PARK EXHIBIT C SECOND AMENDED PLAN Page 2 of 2 DATE: 11.13.2013 SUMMIT AT RIVERY PARK - EXHIBIT B BAKER-AICKLEN & ASSOCIATES 507 West Liberty Ave. Round Rock, TX 78664 COMMERCIAL HOTEL CONVENTION CENTER MULTIFAMILY BROWNSTONESCC B3B3 B2B2 B1B1 AA 11 33 33 44 ZONE BOUNDARIESZONE BOUNDARIES AMENITY AREASAMENITY AREAS A, B1, B2, B3 and CA, B1, B2, B3 and C 1, 3 and 41, 3 and 4 VEHICULAR CIRCULATION | ACCESS PROPOSED FUTURE CONDITINS MAP - 31.94 ACRE TRACT EXHIBIT D SECOND AMENDED PLAN Page 1 of 1 Exhibit E Ordinance 2007-91 Ordinance 2008-63 Ordinance 2010-30 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 1 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 2 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 3 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 4 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 5 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 6 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 7 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 8 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 9 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 10 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 11 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 12 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 13 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 14 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 15 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 16 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 17 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 18 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 19 of 20 Parkland Improvement Agreement EXHIBIT H SECOND AMENDED PLAN Page 20 of 20 EXHIBIT M - COLLIERS PKF CONSULTING USA STUDY 1 of 66 This exhibit is voluminous. A record copy of the entire report is on file in the office of the City Secretary of the City of Georgetown. City of Georgetown, Texas Rivery TIRZ & GEDCO ‐ Debt Service Proforma Case: Series 2014 LTN Net Proceeds (October 2014)6,140,500$            Series 2015 LTN Net Proceeds (October 2015)2,000,000$            Series 2016 STRB Net Proceeds (May 2016)2,600,000$            Required Cash Contribution (GEDCO)1,759,500$            12 500 000$12,500,000$             Fiscal Proposed Proposed Total Proposed Year 6,505,000$    Estimated 2,085,000$     Projected 2,945,000$          Ended Taxable Series Capitalized Taxable Series TIRZ Debt Taxable Series 30‐Sep 2014 LTN's (1) Interest 2015 LTN's (2) Service (D/S) 2016 STRB's 2015 198,583          (198,583)$       ‐$                  ‐$                       ‐$                       2016 227,675          ‐                   68,197             295,872                ‐                        2017 527,675          ‐                   153,188           680,863                237,747                2018 527,175          ‐                   150,375           677,550                236,100                2019 531,325          ‐                   152,563           683,888                237,500                2020 503,767          ‐                   149,563           653,330                238,600                2021 503,767          ‐                   161,093           664,860                239,400                2022 503,767          ‐                   161,093           664,860                239,900                2023 503,767          ‐                   161,093           664,860                240,100                2024 503 767 ‐161 093 664 860 240 0002024503,767          ‐                   161,093           664,860                240,000                2025 503,767           ‐                   161,093           664,860                239,600                2026 503,767           ‐                   161,093           664,860                238,900                2027 503,767           ‐                   161,093           664,860                237,900                2028 503,767           ‐                   161,093           664,860                236,600                2029 503,767           ‐                   161,093           664,860                240,000                2030 503,767           ‐                   161,093           664,860                237,800                2031 503,767           ‐                   161,093           664,860                240,300                2032 503,767          ‐                   161,093           664,860                237,200                2033 503,767          ‐                   161,093           664,860                238,800                2034 503,767          ‐                   161,093           664,860                239,800                2035 503,767          ‐                   161,093           664,860                235,200                2036 503,767          ‐                   161,093           664,860                240,300                2037 503,767          ‐                   161,093           664,860                239,500                2038 503,767          ‐                   161,093           664,860                238,100                2039 503 767 ‐161 093 664 860 236 1002039503,767          ‐                   161,093           664,860                236,100                2040 503,767           ‐                   161,093           664,860                238,500                2041 ‐                   ‐                   ‐                    ‐                         ‐                        (1) Assumes $5,570,000 refinanced not later than 2020.  Preliminary, subject to market rates at time of refinancing. (2) Assumes $1,775,000 refinanced not later than 2021.  Preliminary, subject to market rates at time of refinancing. RIVERY TIRZ DEBT PROFORMA EXHIBIT N SECOND AMENDED PLAN Page 1 of 1 Rivery Project Updated:11/4/2013 Year AV Total TIRZ Rev City Debt PMT Net Rev TIRZ DSC TIRZ Beginning TIRZ Bal Ending TIRZ Bal 2015 $79,350,844.98 $25,652.38 $0.00 $25,652.38 ‐$158,326.00 $183,978.38 2016 $93,563,741.43 $639,298.02 ($295,872.00)$343,426.02 2.16 $183,978.38 $527,404.39 2017 $99,975,118.78 $1,154,741.28 ($918,610.00)$236,131.28 1.26 $527,404.39 $763,535.67 2018 $104,771,577.12 $1,207,459.04 ($913,650.00)$293,809.04 1.32 $763,535.67 $1,057,344.71 2019 $109,637,285.48 $1,247,245.84 ($921,388.00)$325,857.84 1.35 $1,057,344.71 $1,383,202.55 2020 $114,573,259.39 $1,287,689.25 ($891,930.00)$395,759.25 1.44 $1,383,202.55 $1,778,961.80 2021 $115,980,529.40 $1,328,799.58 ($743,167.00)$585,632.58 1.79 $1,778,961.80 $589,594.38 2022 $117,406,141.31 $1,341,367.56 ($743,667.00)$597,700.56 1.80 $589,594.38 $1,187,294.94 2023 $118,850,346.39 $1,354,112.75 ($743,867.00)$610,245.75 1.82 $1,187,294.94 $1,797,540.69 2024 $120,313,399.50 $1,367,037.73 ($743,767.00)$623,270.73 1.84 $1,797,540.69 $661,311.42 2025 $121,795,559.09 $1,380,145.14 ($743,367.00)$636,778.14 1.86 $661,311.42 $1,298,089.56 2026 $123,297,087.27 $1,393,437.66 ($742,667.00)$650,770.66 1.88 $1,298,089.56 $1,948,860.22 2027 $124,818,249.87 $1,406,917.99 ($741,667.00)$665,250.99 1.90 $1,948,860.22 $2,614,111.21 2028 $126,359,316.49 $1,420,588.90 ($740,367.00)$680,221.90 1.92 $2,614,111.21 $3,294,333.11 2029 $127,920,560.57 $1,434,453.18 ($743,767.00)$690,686.18 1.93 $3,294,333.11 $3,985,019.29 2030 $129,502,259.41 $1,448,513.67 ($741,567.00)$706,946.67 1.95 $3,985,019.29 $4,691,965.96 2031 $131,104,694.24 $1,462,773.24 ($744,067.00)$718,706.24 1.97 $4,691,965.96 $5,410,672.20 2032 $132,728,150.32 $1,477,234.83 ($740,967.00)$736,267.83 1.99 $5,410,672.20 $6,146,940.03 2033 $134,372,916.92 $1,491,901.40 ($742,567.00)$749,334.40 2.01 $6,146,940.03 $6,896,274.43 2034 $136,039,287.45 $1,506,775.97 ($743,567.00)$763,208.97 2.03 $6,896,274.43 $7,659,483.40 2035 $137,727,559.47 $1,521,861.59 ($738,967.00)$782,894.59 2.06 $7,659,483.40 $8,442,377.99 2036 $139,438,034.77 $1,537,161.37 ($744,067.00)$793,094.37 2.07 $8,442,377.99 $9,235,472.36 2037 $141,171,019.46 $1,552,678.46 ($743,267.00)$809,411.46 2.09 $9,235,472.36 $10,044,883.82 2038 $142,926,823.95 $1,568,416.06 ($741,867.00)$826,549.06 2.11 $10,044,883.82 $10,871,432.88 2039 $144,705,763.13 $1,584,377.42 ($739,867.00)$844,510.42 2.14 $10,871,432.88 $11,715,943.30 2040 $146,508,156.32 $1,600,565.83 ($742,267.00)$858,298.83 2.16 $11,715,943.30 $12,574,242.13 2041 $148,334,327.42 $1,616,984.65 $0.00 $1,616,984.65 ‐$12,574,242.13 $14,191,226.78 Subtotal $36,358,190.78 ($18,790,790.00)$17,567,400.78 *$5,570,000 refinanced in 2020 *$1,775,000 Oct. 15 LTN bond paid off in 2021 Positive Net TIRZ Rev *$1,759,500 GEDCO Cash repaid in 2024 DSC below 1.5 DSC above 1.5 CASH FLOW PROJECTIONS AND BUILD OUT SCHEDULE EXHIBIT O SECOND AMENDED PLAN Page 1 of 1 Cost Conf Cent $12,500,000.00 Hotel/Garage $54,000,000.00 Apartments $26,400,000.00 Brownstones at 6 years $21,600,000.00 Total $114,500,000.00 100%80% 0.4525 0.4577 Growth %‐30%0.75%1.50%1.00%1.00%1.00%0.001 0 Year Hotel Value Apartments Value BrownStones Value Resturant Value Pre‐TIRZ Val Conf Cent Val Land Val TIRZ Total Taxable TIRZ Val City Tax Rate County Tax Rate  (excludes road/bridge  rate of 0.04) TIRZ Tax Rev 2015 $54,000,000.00 $0.00 $4,692,533.00 $0.00 $6,066,825.00 $12,500,000.00 $9,250,844.98 $79,350,844.98 0.4395 0.4577 $25,652.38 2016 $37,800,000.00 $26,400,000.00 $8,362,921.00 $1,500,000.00 $6,066,825.00 $11,250,000.00 $9,343,353.43 $93,563,741.43 0.4405 0.4577 $639,298.02 2017 $38,367,000.00 $26,598,000.00 $12,088,364.81 $3,215,000.00 $6,066,825.00 $11,362,500.00 $9,436,786.97 $99,975,118.78 0.4415 0.4577 $754,741.28 2018 $38,942,505.00 $26,797,485.00 $15,869,690.28 $3,247,150.00 $6,066,825.00 $11,476,125.00 $9,531,154.84 $104,771,577.12 0.4425 0.4577 $807,459.04 2019 $39,526,642.58 $26,998,466.14 $19,707,735.64 $3,279,621.50 $6,066,825.00 $11,590,886.25 $9,626,466.38 $109,637,285.48 0.4435 0.4577 $847,245.84 2020 $40,119,542.21 $27,200,954.63 $23,603,351.67 $3,312,417.72 $6,066,825.00 $11,706,795.11 $9,722,731.05 $114,573,259.39 0.4445 0.4577 $887,689.25 2021 $40,721,335.35 $27,404,961.79 $23,957,401.95 $3,345,541.89 $6,066,825.00 $11,823,863.06 $9,819,958.36 $115,980,529.40 0.4455 0.4577 $928,799.58 2022 $41,332,155.38 $27,610,499.01 $24,316,762.98 $3,378,997.31 $6,066,825.00 $11,942,101.69 $9,918,157.94 $117,406,141.31 0.4465 0.4577 $941,367.56 2023 $41,952,137.71 $27,817,577.75 $24,681,514.42 $3,412,787.28 $6,066,825.00 $12,061,522.71 $10,017,339.52 $118,850,346.39 0.4475 0.4577 $954,112.75 2024 $42,581,419.77 $28,026,209.58 $25,051,737.14 $3,446,915.16 $6,066,825.00 $12,182,137.94 $10,117,512.92 $120,313,399.50 0.4485 0.4577 $967,037.73 2025 $43,220,141.07 $28,236,406.15 $25,427,513.19 $3,481,384.31 $6,066,825.00 $12,303,959.32 $10,218,688.05 $121,795,559.09 0.4495 0.4577 $980,145.14 2026 $43,868,443.19 $28,448,179.20 $25,808,925.89 $3,516,198.15 $6,066,825.00 $12,426,998.91 $10,320,874.93 $123,297,087.27 0.4505 0.4577 $993,437.66 2027 $44,526,469.83 $28,661,540.54 $26,196,059.78 $3,551,360.13 $6,066,825.00 $12,551,268.90 $10,424,083.68 $124,818,249.87 0.4515 0.4577 $1,006,917.99 2028 $45,194,366.88 $28,876,502.10 $26,589,000.68 $3,586,873.73 $6,066,825.00 $12,676,781.59 $10,528,324.51 $126,359,316.49 0.4525 0.4577 $1,020,588.90 2029 $45,872,282.38 $29,093,075.86 $26,987,835.69 $3,622,742.47 $6,066,825.00 $12,803,549.40 $10,633,607.76 $127,920,560.57 0.4535 0.4577 $1,034,453.18 2030 $46,560,366.62 $29,311,273.93 $27,392,653.22 $3,658,969.90 $6,066,825.00 $12,931,584.90 $10,739,943.84 $129,502,259.41 0.4545 0.4577 $1,048,513.67 2031 $47,258,772.12 $29,531,108.49 $27,803,543.02 $3,695,559.60 $6,066,825.00 $13,060,900.75 $10,847,343.27 $131,104,694.24 0.4555 0.4577 $1,062,773.24 2032 $47,967,653.70 $29,752,591.80 $28,220,596.17 $3,732,515.19 $6,066,825.00 $13,191,509.76 $10,955,816.71 $132,728,150.32 0.4565 0.4577 $1,077,234.83 2033 $48,687,168.51 $29,975,736.24 $28,643,905.11 $3,769,840.34 $6,066,825.00 $13,323,424.85 $11,065,374.87 $134,372,916.92 0.4575 0.4577 $1,091,901.40 2034 $49,417,476.03 $30,200,554.26 $29,073,563.68 $3,807,538.75 $6,066,825.00 $13,456,659.10 $11,176,028.62 $136,039,287.45 0.4585 0.4577 $1,106,775.97 2035 $50,158,738.17 $30,427,058.42 $29,509,667.14 $3,845,614.13 $6,066,825.00 $13,591,225.69 $11,287,788.91 $137,727,559.47 0.4595 0.4577 $1,121,861.59 2036 $50,911,119.25 $30,655,261.36 $29,952,312.15 $3,884,070.28 $6,066,825.00 $13,727,137.95 $11,400,666.80 $139,438,034.77 0.4605 0.4577 $1,137,161.37 2037 $51,674,786.04 $30,885,175.82 $30,401,596.83 $3,922,910.98 $6,066,825.00 $13,864,409.33 $11,514,673.47 $141,171,019.46 0.4615 0.4577 $1,152,678.46 2038 $52,449,907.83 $31,116,814.64 $30,857,620.78 $3,962,140.09 $6,066,825.00 $14,003,053.42 $11,629,820.20 $142,926,823.95 0.4625 0.4577 $1,168,416.06 2039 $53,236,656.44 $31,350,190.75 $31,320,485.09 $4,001,761.49 $6,066,825.00 $14,143,083.96 $11,746,118.40 $144,705,763.13 0.4635 0.4577 $1,184,377.42 2040 $54,035,206.29 $31,585,317.18 $31,790,292.37 $4,041,779.10 $6,066,825.00 $14,284,514.80 $11,863,579.59 $146,508,156.32 0.4645 0.4577 $1,200,565.83 2041 $54,845,734.39 $31,822,207.05 $32,267,146.75 $4,082,196.90 $6,066,825.00 $14,427,359.94 $11,982,215.38 $148,334,327.42 0.4655 0.4577 $1,216,984.65 Building all Construction Costs ESTIMATED APPRAISED VALUES EXHIBIT P SECOND AMENDED PLAN Page 1 of 1 EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 1 of 15 11/20/2013 Page 1 SECOND1 AMENDED FINAL PROJECT PLAN AND REINVESTMENT ZONE FINANCING PLAN FOR RIVERY PARK TAX INCREMENT REINVESTMENT ZONE ___________________ (final City Council approval date) 1 A First Amended Project and Financing Plan was approved by the Rivery Park TIRZ Board of Directors on October 10, 2012, but was never presented to or approved by the Georgetown City Council. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 2 of 15 11/20/2013 Page 2 TABLE OF CONTENTS I INTRODUCTION 3 II PROJECT PLAN A Existing Uses and Conditions ( §311.011(b)(1)) 4 B Proposed Uses and Conditions (§ 311.011(b)(1)) 4 C Municipal Ordinances and Agreements (§ 311.011(b)(2)) 5 D Non-Project Costs (§ 311.011(b)(3)) 7 E Relocation (§ 311.011(b)(4)) 7 III FINANCING PLAN A List of Estimated Project Costs (§ 311.011(c)(1)) 8, Tbl.3 B Kind, Number, and Location of Proposed Public Improvements to be Financed by the TIRZ (§ 311.011(c)(2)) 8 C Economic Feasibility Study (§ 311.011(c)(3)) 9 D Estimate of Bonded Indebtedness to be Incurred (§ 311.011(c)(4)) 9 E Time of Incurring Monetary Obligations (§ 311.011(c)(5)) 9 F Method of Financing/Sources of Revenue for Project Costs (§ 311.011(c)(6)) 10 G Current Appraised Value (§ 311.011(c)(7)) 10 H Estimated Captured Appraised Value (§ 311.011(c)(8)) 11 I Duration of the TIRZ (§ 311.011(c)(9)) 11 IV BOARD OF DIRECTORS OF THE TIRZ 11 EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 3 of 15 11/20/2013 Page 3 I. INTRODUCTION The Rivery Park Tax Increment Reinvestment Zone (the “TIRZ”) is a tax increment reinvestment zone designated by the City of Georgetown (the “City”) pursuant to the Tax Increment Financing Act, as codified in Chapter 311 of the Texas Tax Code, as amended (the “Act”). The TIRZ was originally created by Ordinance No. 2007-91 (Dec. 11, 2007) as a 67.752 acre TIRZ composed of two tracts: The first tract consists of approximately 31.94 acres of privately-owned land generally located at the northwest corner of IH-35 S. and Rivery Boulevard (the “31.94 Acre Tract”); the second tract consists of approximately 35 acres of City-owned land consisting of the City’s Rivery Park (“Rivery Park”). In 2010, after the required notice and hearing, the City approved a petition requesting that 8.33 acres of land be removed from the 31.94 Acre Tract within the TIRZ. On November 12, 2013 owner of at least 50% of the appraised value of the 8.33 acres, Brae Group, Ltd, whose general partner is Novak Brothers, LLC, by and through its member and authorized agent, Jeff Novak, requested that the 8.33 acres be added back into the TIRZ. After finding that the petition was legally sufficient under Section 311.007 of the Act, and after the required notice and hearing, the City Council adopted Ordinance No. 2013-___ (_______) approving the petition and adding the 8.33 acres of land back into the TIRZ. Therefore, as of the date of this Amended Project Plan and Reinvestment Zone Financing Plan (collectively, the “Amended Plan”), the total size of the TIRZ is 67.752 acres and the current landowners in the Zone are the City (for Rivery Park), and NOVAK BROTHERS TEXAS BROWNSTONES, LLC (for 0.333 acres out of the 31.94 Acre Tract) and BRAE GROUP, LTD. (for the remainder of land in the 31.94 Acre Tract). Exhibit A depicts the vicinity and boundaries of the TIRZ, as recently amended to include the 8.33 acre tract. The purpose of the TIRZ is to provide a financing vehicle necessary to facilitate a program of public improvements to allow and encourage the development of a hotel having at least 221 rooms and having a AAA 3 Diamond Rating or a 2 Star Forbes Rating (based on the 2013 hotel rating systems) in the Starwood Hotels & Resorts Worldwide, Inc. brand (the “Hotel”), a conference center including a ballroom comprised of at least 16,000 square feet (the “Conference Center”), and a multi-level above-ground public parking garage containing at least 336- space (the “Public Parking Garage”). Another purpose of the TIRZ is to construct amenities in and make other improvements necessary to increase accessibility to Rivery Park and enhance the park experience for visitors. Other development within the TIRZ is anticipated to include single and multifamily residential development and commercial/ retail space, as allowed by the PUD Ordinance (defined below). The tax increment generated within the TIRZ would be used to finance costs associated with the construction, maintenance, and repair of the Public Parking Garage, improvements in Rivery Park, public utilities within the TIRZ, public roadways (and related improvements) within and outside of the TIRZ boundaries, and other costs that meet the definition of “project costs” under the Act and this Amended Plan. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 4 of 15 11/20/2013 Page 4 II. PROJECT PLAN A. Existing Land Uses and Conditions (§ 311.011(b)(l)) 1. Rivery Park: Rivery Park is an existing City-owned public park that is partially developed with trails, a pond, a disc golf course, and a small surface parking lot. Exhibit B is a map illustrating the existing uses and conditions the Rivery Park, as required by Section 311.011(b)(l) of the Act. 2. 31.94 Acre Tract2: · Zone A – Zone A is currently vacant and unimproved. · Zone B1– Zone B1 is currently vacant and unimproved. · Zone B2– Zone B2 is currently vacant and unimproved. · Zone B3– Zone B3 is currently vacant and unimproved. · Zone C – Zone C is partially developed. As of the date of this Amended Plan, a final plat for Phases 1 and 2 - 4 of the Brownstones at the Summit has been approved and recorded (See Document No. 2011047662 and Document No. 2013070833 in the Official Records of Williamson County, Texas). B. Proposed Land Uses and Conditions (§ 311.011(b)(l)) 1. Rivery Park: The proposed future use of Rivery Park shall continue to be as a public park, but with additional public amenities and improved public access and parking. The improvements shown on TABLE 1, below, are proposed to be constructed in Rivery Park: TABLE 1 RIVERY PARK IMPROVEMENTS 1 New Stormwater Detention Pond (approx. 0.6 acre pond, as more fully described in the plans entitled, “The Summit at Rivery Park Phases 5 and 6 Construction Plans, Con 2012-033”, sometimes referred to as the “Pond”) 2 Wetland plantings in the Pond 3 Two (2 ) new aeration fountains in existing pond 4 Eight (8) new parking spaces in the existing Rivery Park surface parking lot with two ( 2) additional accessible spaces, and micro-surfacing and striping of the entire Park parking lot 2 In this Amended Plan, the developable areas within the 31.94 Acre Tract have been assigned the same development area designations as in the PUD Ordinance. See Exhibit D for Zone designations. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 5 of 15 11/20/2013 Page 5 5 Re-routed disc golf course hole #17 over the Pond with new hole signs and concrete tee boxes for all 18 holes. 6 Trail and boardwalk with shade structure and seating, all ADA accessible 7 Maintenance access road re-routed/re-constructed to be a minimum of ten feet (10’) wide 8 Splash Pad A map showing the proposed future uses and conditions of Rivery Park is attached as Exhibit C. 2. 31.94 Acre Tract: Subject to the PUD Ordinance (defined below) and the other ordinances and agreements applicable to the 31.94 Acre Tract, the proposed future uses of the 31.94 Acre Tract are as follows: Zone A – Zone A is proposed to be designed and developed with multifamily residential development (apartments) and associated parking. Zone B1 – Zone B1 is proposed to be designed and developed with the Hotel, Conference Center, and Public Parking Garage. Zone B2– Zone B2 is proposed to be designed and developed with commercial and retail uses and associated parking. Zone B3 – Zone B3 is proposed to be designed and developed with commercial and retail uses and associated parking. Zone C – Zone C is proposed to be designed and developed with 114 residential condominium units known as “The Brownstones at the Summit” and associated parking. The proposed future uses and conditions of the 31.94 Acre Tract are described in the PUD Ordinance and shown on the Site Layout on Exhibit D, attached hereto and incorporated herein by reference for all purposes. C. Municipal Ordinances and Agreements (§ 311.011(b)(2)) There are several ordinances and agreements affecting the property within the TIRZ. A brief summary of these ordinances and agreements is provided below. Except as otherwise expressly provided in the ordinances and agreements identified below, all development of the land in the TIRZ will be done in accordance with all applicable development and construction ordinances, regulations and requirements of the City of Georgetown: 1. TIRZ Ordinances. The City has passed three (3) ordinances relating to the TIRZ: · Ordinance No. 2007-91 — approving the petition creating the TIRZ. · Ordinance No. 2008-63 — reflecting the County’s participation in the TIRZ at 80% and changing the composition of the Board of Directors to reflect the County’s participation. · Ordinance No. 2010-30 — approving petition to remove 8.33 acres from the TIRZ. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 6 of 15 11/20/2013 Page 6 (See TIRZ Ordinances, attached as Exhibit E). The City has received a petition to add the 8.33 acres removed by Ordinance No. 2010-30 back into the TIRZ. The City has also received a request to extend the term of the TIRZ from December 31, 2031 until December 31, 2041. Simultaneously with the approval of this Amended Plan, the City Council has, after notice and hearing, granted the petition to add the 8.33 acres back into the TIRZ and setting the tax increment base year for the 8.33 acres, and granted the request to extend the term of the TIRZ until 2041. The City has also amended the TIRZ ordinance to conditionally allow the City and the TIRZ Board to enter into economic development agreements under Chapter 380 of the Local Government Code to incentivize development within the TIRZ without causing termination of the TIRZ. 2. Tax Increment Financing Agreements between City and Williamson County. The City and Williamson County have entered into a Tax Increment Financing Agreement, as amended, providing as follows: · Original Tax Increment Financing Agreement (Sept. 16, 2008) – setting the County’s participation in the TIRZ at 80%, the City’s participation at 100%, and stating several other conditions of the County’s participation in the TIRZ. · First Amended Tax Increment Financing Agreement (May 15, 2012) – extending the deadline for completion of the Conference Center from October 1, 2011 to September 30, 2015, and adding a condition that the County be allowed certain uses of the Conference Center as an additional condition of the County’s participation in the TIRZ. The City and the County have also negotiated a Second Amended Tax Increment Financing Agreement reflecting the County’s approval of addition of the 8.33 acres back into the TIRZ and approval of the extension of the term of the TIRZ until December 31, 2041, and revising some of the other conditions to the County’s participation in the TIRZ. This Second Amended Agreement is slated for final consideration by the respective governing bodies of the City and the County contemporaneously with the approval of the amended TIRZ Ordinance adopting this Second Amended Plan, and on its execution will become an attachment to this Amended Plan. (See Tax Increment Financing Agreement and amendments, attached as Exhibit F.) 3. Zoning Ordinances. All of the property located within the TIRZ is within the corporate limits of the City of Georgetown and within the boundaries of Williamson County, Texas. Rivery Park is zoned as a public park. The 31.94 Acre Tract is currently zoned as a Planned Unit Development or “PUD.” (See Ordinance No. 2007-91, as amended by Ordinance No. 2010-31, and as further amended by Ordinance No. 2013-_____). Any modifications to the City’s Unified Development Code applicable to the development of the 31.94 Acre Tract are set forth in the PUD Ordinance. All references in this document to the “PUD Ordinance” shall mean and refer to the most recent PUD Ordinance pertaining to the 31.94 Acre Tract. (See PUD Ordinance, attached as Exhibit G.) 4. Parkland Improvement Agreement. The City and Brae Group, Ltd. have entered into that certain Parkland Improvement Agreement dated to be effective on June 26, 2013 pursuant EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 7 of 15 11/20/2013 Page 7 to which the City will allow construction of the Pond in Rivery Park, on the condition that the other amenities and enhancements are also constructed in Rivery Park. (See Parkland Improvement Agreement, attached as Exhibit H.) 5. Georgetown Transportation Enhancement Commission (GTEC) Performance Agreement. GTEC, the City, and Novak Brothers, LLC have negotiated that certain Performance Agreement dated to be effective on City Council approval pursuant to which GTEC will finance up to $750,000 for construction of the extension of certain public roadways and intersection improvements within the boundaries of the TIRZ, as stated in said Agreement. (See GTEC Performance Agreement, attached as Exhibit I.) 6. Georgetown Economic Development Corporation (GEDCO) Performance Agreement. GEDCO, the City, Novak Brothers, LLC and Hines Georgetown Hotel LLC have negotiated that certain Performance Agreement dated to be effective on City Council approval pursuant to which GEDCO will finance streets and roads, rail spurs, water and sewer utilities, electric utilities, or gas utilities, drainage, site improvements, and related improvements within and outside of the TIRZ boundaries, as stated in said Agreement. (See GEDCO Performance Agreement, attached as Exhibit J.) 7. Joint Use and Access Agreement. The City, Novak Brothers, LLC and Hines Georgetown Hotel LLC have negotiated that certain Joint Use and Access Agreement dated to be effective on City Council approval whereby the City has acquired ownership of the Public Parking Garage and use of the Conference Center. (See Joint Use and Access Agreement, attached as Exhibit K.) 8. Master Development Agreement. The City, Novak Brothers, LLC and Hines Georgetown Hotel LLC have negotiated that certain Master Development Agreement dated to be effective on City Countil approval. (See Master Development Agreement, attached as Exhibit L) D. Non-Project Costs (§ 311.011(b)(3)) The Non-Project Costs include those development items that will be privately funded and for which no tax increment reimbursement is expected. The Non-Project Cost items and their estimated costs are shown on TABLE 2, below: Improvement Cost Conference Center $12,500,000.00 Hotel $48,261,069.00 Apartments $26,400,000.00 Brownstone Condominiums $21,600,000.00 Total $108,761,069.00 E. Relocation (§ 311.011(b)(4)) No residential relocation will be required as a part of the creation or development of the EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 8 of 15 11/20/2013 Page 8 TIRZ.III. FINANCING PLAN A. List of Estimated Project Costs3 Including Administrative Expenses (§ 311.011(c)(1) and (2)) TABLE 3, which is attached hereto and incorporated herein by reference for all purposes as if set forth in full, lists the estimated costs for the public works/improvements/programs to be constructed or conducted in the TIRZ for which reimbursement from the tax increment revenue fund is expected. The estimates shown on TABLE 3 for the Project Costs are in year 2013 dollars and are subject to change. TIRZ revenues would be used to pay directly for the Project Costs or will be used to pay debt service on obligations issued for the Project Costs, in accordance with, and up to the amounts stated in separate contracts pertaining to same. The design and construction of the public works/improvements in the TIRZ will require professional services for the design and engineering of public improvements, including but not limited to inspecting/testing of soils and construction materials and overseeing construction operations (including, but not limited to, the City’s oversight of the Public Parking Garage construction.) Professional surveying, architectural services, legal services, planning services, financial services, and other professional services will also be required for the public works/improvements in the TIRZ. The ongoing administration of the TIRZ will require services including, but not limited to, such services as accountants and bookkeepers, engineers, legal counsel, planners or other administrative services deemed necessary by the TIRZ Board to implement this Amended Plan. Other costs include organizational costs such as the costs of conducting environmental impact studies or other studies, the cost of publicizing the TIRZ, and the cost of preparing and implementing the Amended Plan. B. Kind, Number, Location of Public Works/Public Improvements/Programs to be Financed by the TIRZ (§ 311.011(c)(2)) Information regarding the kind, number, and location of all public works/public improvements and public programs to be financed by the tax increment generated in the TIRZ is included on TABLE 3. In general, these items include the following, along with all allowable incidental costs related thereto: · costs for design and construction, and on-going maintenance and costs of the Public Parking Garage to be located in Zone B1, · costs related to the City’s oversight of the design, engineering and construction of the Public Parking Garage to be located in Zone B1; · certain costs related to the Hotel to be located in Zone B1; · on-site public infrastructure to be located in all Zones (e.g., paving, water utilities, wastewater utilities, erosion and sediment control, trench safety, electric utilities, gas utilities, traffic safety improvements, and landscaping); 3 The term “Project Costs” means those costs that meet the definition of the term “Project Cost” set forth in Section 311.002 (1)(A-K) of the Act. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 9 of 15 11/20/2013 Page 9 · easements (or other ownership interest) for all required public roadways and/or infrastructure inside and outside of the TIRZ boundaries; · various improvements and amenities to be added in Rivery Park as detailed in TABLE 1 and TABLE 3; · off-site traffic improvements benefitting the TIRZ as generally described on TABLE 3 and more particularly described in the TIA; · public shuttle bus service to and from the Public Parking Garage (and perhaps other locations within the TIRZ) during Conference Center events (if necessary) and during all special events in the City for which public parking is in high demand (e.g., Red Poppy Festival, Christmas Stroll, fairs, concerts, sporting events, and other special events held in and/or sponsored by the City); · Tourist information kiosk; · Use by the City and Williamson County of the Conference Center for a total of six times each year, at no cost for the facility rental rate to the City or the County; · Operation and maintenance costs for all public works/improvements/programs; · Another public parking garage similar to the one to be located in Zone B1 (if necessary to meet parking requirements for Zones B2 and B3 or otherwise desirable to meet public demand); and · TIRZ operating, marketing, and administrative costs. The locations of these proposed improvements are shown on Exhibits C and D. C. Economic Feasibility Study (§ 311.011(c)(3)) A market and economic feasibility study for the TIRZ was previously conducted by The Perryman Group. (See Ordinance No. 2007-91). Another study dated September 27, 2010 was conducted by Colliers PKF Consulting USA, which is attached hereto as Exhibit M D. Estimate of Bonded Indebtedness to be Incurred (§ 311.011(c)(4)) It is anticipated that the City will issue a total of approximately $8,140,000 in taxable Limited Tax Notes (“LTNs”) to fund the costs associated with the Public Parking Garage and other Project Costs that are eligible for such financing and consistent with the Master Development Agreement. It is also anticipated that GEDCO will contribute an amount not to exceed $4,500,000 in financing, which is currently anticipated to consist of approximately $2,600,000 in sales tax revenue bonds and approximately $1,900,000 in cash for the benefit of the TIRZ to fund those costs eligible for such funding under Chapters 501 and 504 of the Texas Local Government Code, consistent with the GEDCO Performance Agreement. The estimated debt service schedule, as prepared by Specialized Public Finance, Inc., financial advisors to the City, is attached as Exhibit N. E. Time of Incurring Monetary Obligations (§ 311.01l(c)(5)) EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 10 of 15 11/20/2013 Page 10 The Hotel, Conference Center, Public Parking Garage, and Rivery Park Improvements are anticipated to be completed by _______________________, 2015 as required by the various agreements pertaining to development of the Property. The repayment term on any taxable LTNs issued for the Public Parking Garage is estimated at 7 years, but may be refinanced for a longer term in accordance with the provisions of the statute authorizing the issuance of LTNs. Cash flow projections, as prepared by the City, are illustrated in Exhibit O. The projected build-out schedule for the Brownstones, multifamily apartments, and retail/commercial development, and the anticipated timeframe during which reimbursement payments from tax increment revenues from the TIRZ could be made based on revenue derived from the improvements is also shown on Exhibit P. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 11 of 15 11/20/2013 Page 11 F. Method of Financing/Sources of Revenue (§ 311.011(c)(6)) The City established a Tax Increment Fund (the "Fund") for the TIRZ in the ordinance designating the TIRZ. In accordance with Section 311.013 of the Act, the TIRZ Ordinance, and the TIF Agreement (as amended) between the City and the County, the City will contribute 100% of the City’s ad valorem tax increment to the Fund, and the County will contribute 80% of the County’s ad valorem tax increment to the Fund. The tax increments deposited into the Fund will be used to pay for the approved Project Costs in accordance with the agreements approved by the TIRZ Board of Directors and/or the City of Georgetown, along with maintaining, operating and administering the TIRZ. As stated in Sections II.D & II.E of this Amended Plan, it is anticipated that the City will issue a total of approximately $8,140,000 in taxable Limited Tax Notes (“LTNs”) for the benefit of the TIRZ and as consistent with the Master Development Agreement. It is also anticipated that GEDCO will contribute an amount not to exceed $4,500,000 in financing, which is currently anticipated to consist of approximately $2,600,000 in sales tax revenue bonds to cover eligible costs under Chapter 501 and 504 of the Texas Local Government Code, and contribute approximately $ 1,900,000 in cash for the benefit of the TIRZ and as consistent with the GEDCO Performance Agreement. It is also anticipated that GTEC will contribute $750,000 in cash for the benefit of the TIRZ to fund those costs eligible for such funding under Chapters 501 and 505 of the Texas Local Government Code, consistent with the GTEC Performance Agreement. It is also anticipated that Novak Brothers, LLC will contribute private funds in an amount not to exceed $3,500,000 to cover eligible costs under Chapter 501 and 504 of the Texas Local Government Code for the benefit of the TIRZ and as consistent with the Master Development Agreement. After the foregoing debt and cash funding contributions are reimbursed to the City, GEDCO, and GTEC out of monies in the Fund, Novak Brothers, LLC will be reimbursed for eligible costs in an amount not to exceed $3,500,000. If the Fund balance is such that further expenditures are possible, monies in the Fund may be used to reimburse the applicable entity for the Offsite Traffic Improvements and Other Project Costs that were not previously funded by the City, GEDCO, or GTEC, pursuant to written agreements pertaining to same. G. Current Appraised Value (§ 311.011(c)(7)) The base value, from which captured appraised value is calculated, is the total assessed taxable value of all property within the TIRZ on January 1, 2007, as shown on the rolls of the Williamson County Appraisal District, was as follows: TABLE 4 APPRAISED VALUE IN BASE YEAR 2007 Property Owner Acreage Taxable Value Rivery Park Limited 31.215 $4,974,292 EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 12 of 15 11/20/2013 Page 12 Partnership LLP *Included in above total, but broken out here 8.33* $907,137* City of Georgetown 34.394 $1,022,427 EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 13 of 15 11/20/2013 Page 13 The current appraised value of the land in the TIRZ is as follows: TABLE 5 APPRAISED VALUE IN YEAR 2013 Property Owner Acreage Taxable Value Brae Group, Ltd. 31.319 $8,067,026 Novak Brothers Texas Brownstones, LLC 0.333 $859,812 James W & Julie Rogers 0.029 $172,174 City of Georgetown 34.394 $991,422 H. Captured Appraised Value (§ 311.011(c)(8)) It is anticipated that taxable property values will increase approximately 1% every year. An estimate of the captured appraised value in each year of the projected life of the TIRZ is included in Exhibit P, attached hereto. I. Duration of the TIRZ (§ 311.011(c)(9)) The TIRZ will expire on December 31, 2041, unless sooner terminated as may be allowed by law. IV. Board of Directors of the TIRZ The TIRZ was created by petition, so the City has created a TIRZ Board of Directors composed of 9 members, each serving 2-year terms and appointed as follows: 5 members appointed by the City Council; 2 members appointed by the Commissioners Court of Williamson County; and 1 State Representative and 1 State Senator (or their designees) within whose districts the TIRZ is located. As of the date of this Amended Plan, the members of the TIRZ Board of Directors and the ending dates of their terms are: MEMBER NAME APPOINTED BY END OF TERM George Garver City Council 3/1/2014 Jerry Hammerlun City Council 3/1/2015 Micki Rundell City Council 3/1/2014 Laurie Brewer City Council 3/1/2015 Jeff Novak City Council 3/1/2014 Ronald Swain City Council 3/1/2015 Valerie Covey Williamson County 3/1/2014 Marsha Farney Texas House District 20 3/1/2015 Charles Schwertner Texas Senate District 5 3/1/2014 EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 14 of 15 11/20/2013 Page 14 The Board of Directors of the TIRZ will prepare (i) an Annual TIRZ Budget; (ii) an Annual Report of TIRZ activities; and (iii) an Annual Financial Statement prepared in accordance with Generally Accepted Accounting Principles for presentation to the City. EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 15 of 15 11/20/2013 Page 15 TABLE OF TABLES AND EXHIBITS TABLES: TABLE 3 PROJECT COSTS EXHIBIT LIST: Exhibit A Location Map Showing Boundaries of TIRZ (as amended) Exhibit B Existing Conditions Map Exhibit C Proposed Future Conditions Map – Rivery Park Exhibit D Proposed Future Conditions Map – 31.94 Acre Tract (Site Layout) Exhibit E TIRZ Ordinances Exhibit F Tax Increment Financing Agreements Exhibit G PUD Ordinance Exhibit H Parkland Improvement Agreement Exhibit I GTEC Performance Agreement Exhibit J GEDCO Performance Agreement Exhibit K Joint Use and Access Agreement Exhibit L Master Development Agreement Exhibit M Colliers PKF Consulting USA Study Exhibit N Rivery TIRZ Debt Proforma Exhibit O Cash Flow Projections and Build out Schedule Exhibit P Estimated Appraised Values EXHIBIT 2 ORDINANCE AMENDING RIVERY PARK TAX INCREMENT REINVESTMENT ZONE Page 16 of 15 11/20/2013 Page 16 EXHIBIT F Tax Financing Agreements between City and Williamson County (to be added) EXHIBIT G PUD Ordinance (to be added) EXHIBIT I GTEC Performance Agreement (to be added) EXHIBIT J GEDCO Performance Agreement (to be added) EXHIBIT K Joint Use and Access Agreement (to be added. May be replaced with Parking Lease Agreement) EXHIBIT L Master Development Agreement (to be added) 1 11.19.2013 REIMBURSEMENT, DEBT ADMINISTRATION, AND PROJECT CONTRACT RELATING TO THE THE RIVERY PARK TAX INCREMENT REINVESTMENT ZONE (aka REINVESTMENT ZONE NUMBER __, CITY OF GEORGETOWN, TEXAS) STATE OF TEXAS § § COUNTY OF WILLIAMSON § THIS CONTRACT ("Contract") is made by and between the City of Georgetown, a Texas home rule municipality ("City"), the Georgetown Economic Development Corporation, a Texas non- profit corporation formed and operating under Chapter 504 of the Texas Local Government Code (“GEDCO”); the Georgetown Transportation Enhancement Corporation, a Texas non-profit corporation formed and operating under Chapter 505 of the Texas Local Government Code (“GTEC”); and the Board of Directors of the Rivery Park Tax Increment Reinvestment Zone (aka Reinvestment Zone Number ___, City of Georgetown, Texas) ("Zone Board"), for the purpose of contracting for the reimbursement by the Zone Board of cash grants made and payment of debt obligations incurred by the City, GEDCO, and GTEC for the benefit of the Rivery Park Tax Increment Reinvestment Zone (“Zone”). WITNESSETH WHEREAS, the Zone is a reinvestment zone created by the City Council of the City of Georgetown, Texas pursuant to the Tax Increment Financing Act, Chapter 311 of the Texas Tax Code (the “Act”) by Ordinance No. 2007-91 (Dec. 11, 2007), as amended, to pay project costs in accordance with the Act and the approved Project Plan and Financing Plan for the Zone, as the same may be amended from time to time including, without limitation, the payment of maintenance and operating expenses and associated debt service for debt obligations issued for approved projects (collectively, "Zone Projects"). WHEREAS, in order to reduce costs and increase borrowing capacity for the Zone Board, the City may make cash grants or issue debt obligations for the benefit of Zone Projects (“City Obligations”); GEDCO may grant cash and/or issue debt obligations for the benefit of Zone Projects (collectively, the “GEDCO Obligations”); and GTEC may make cash grants and/or issue debt obligations for the benefit of Zone Projects (collectively, the “GTEC Obligations”), and the parties need to specify their obligations and duties pertaining to uses of the Zone’s Tax Increment Fund for reimbursement of such grants and obligations. NOW, THEREFORE, for and in consideration of the promises and the mutual covenants and agreements herein contained, as well as other good and valuable consideration, the parties agree as follows: 2 11.19.2013 AGREEMENT ARTICLE 1 A. The City, GEDCO and GTEC shall each prepare and administer their own contracts and agreements related to Zone Projects consistent with the final approved Project Plan and Financing Plan for the Zone, as may be amended from time to time, and promptly provide copies of said contracts and agreements to the Zone Board. B. The City will prepare all debt related instruments for any debt obligations issued by the City, GEDCO, or GTEC related to Zone Projects. C. The TIRZ Board agrees that cash grants and/or proceeds from bond funds made or issued by the City, GEDCO and GTEC related to Zone Projects may be directly used by the City, GEDCO, or GTEC (as the case may be) to fund Zone Projects. C. Annually, or more frequently if requested by the Zone Board, the City’s Chief Financial Officer shall prepare a written report detailing the cash grants made and debt obligations issued by the City, GEDCO and GTEC for Zone Projects, including the reimbursement schedule (for cash grants) and the debt service schedule (for debt obligations incurred). D. Annually, or more frequently if requested by the City’s Chief Financial Officer, the Zone Board shall remit payments to the City, GEDCO and/or GTEC from the Zone’s Tax Increment Fund to reimburse them for the City Obligations, GEDCO Obligations, or GTEC Obligations (as the case may be) for all costs (including principal, interest, cash grants, incidental costs, and fees) incurred by them related to Zone Projects. The Zone Board agrees that such payments to the City, GEDCO, and GTEC shall be superior to and take precedence over all other expenditures from the Tax Increment Fund, except for payment of Zone administrative costs. E. The Zone Board shall not issue debt obligations for Zone Projects or for any other purpose. F. Unless otherwise authorized in writing by the City Council and the GEDCO and GTEC Boards of Directors, the Zone Board agrees that it shall not make any payments from the Zone’s Tax Increment Fund for any purposes other than to pay for Zone administrative costs and to reimburse the City, GEDCO, and GTEC for cash expenditures made or debt obligations incurred by them for Zone Projects, unless and until the City, GEDCO, and GTEC are reimbursed in full (including principal, interest, cash grants, incidental costs, and fees) from the Tax Increment Fund for such cash payments made or debt obligations issued by them for Zone Projects. G. The administration of the construction contracts and the Zone Projects shall be as provided in Article 2, below. 3 11.19.2013 ARTICLE 2 A. The City, GEDCO, or GTEC, acting on behalf of and as agent for Zone Board under this Contract, will enter into such contracts as are necessary to provide for acquiring and constructing the Zone Projects, and said contracts shall be executed as required by the respective laws applicable to the City, GEDCO, and GTEC, respectively. All contracts and draws on the Tax Increment Fund shall be approved by the City’s Chief Financial Officer and the City’s financial advisor in the form of written memorandum signed by the City’s Chief Financial Officer and financial advisor. Draws on the Tax Increment Fund shall be made in accordance with said memorandum. B. If authorized by Ordinance No. 2007-91, as amended, and by this Agreement, if the Zone Board provides, makes available, and renders, to and for the benefit of the City and its inhabitants the Zone Projects financed by the Zone Board, it is agreed that the City always shall have the exclusive use of the Zone Projects. After completion of the acquisition and construction of each identifiable portion of the Zone Projects, and when an identifiable portion of the Zone Projects are ready to be placed in service, the City shall inspect the same and if it is found by the City to have been acquired and constructed as required by this Contract, the Zone Projects shall be deemed accepted by the City. Upon such acceptance, all of Zone Board's right, title, and interest of every nature whatsoever in and to such portion of the Zone Projects automatically shall vest irrevocably in the City without the necessity of the execution of any conveyance by the Zone Board, and such transaction shall result in the automatic sale and delivery of such portion of the Zone Projects by the Zone Board to the City, and the vesting of title to such portion of the Zone Projects in the City in consideration for the agreement of the City to perform its obligations required under this Contract. After such acceptance and the resulting sale, delivery, and vesting of title in the City, the Zone Board shall have no right, title, or interest in, or responsibility with respect to, a portion of the Zone Projects and the Zone Board shall have no right to extend, improve or otherwise expend funds in the Tax Increment Fund for such portion of the Zone Projects. C. The City, GEDCO, GTEC and Zone Board agree to proceed promptly with the acquisition, by purchase and construction, of the Zone Projects. The City, GEDCO, GTEC and Zone Board hereby covenant that they will make a diligent effort to complete such acquisition and construction as soon as practicable. The City, GEDCO, GTEC and Zone Board do not anticipate any delays in completing the acquisition of the Zone Projects, but the City, GEDCO, GTEC and Zone Board shall not be liable to each other for any damages caused by any delays in completion of the Zone Projects. D. The City authorizes use of any and all real property, streets, alleys, public ways and places, and general utility or sewer easements of the City for acquisition and construction of the Zone Projects. E. If, by reason of Force Majeure, any party hereto shall be rendered unable wholly or in part to carry out its obligations under this Contract, then such party shall give notice and full particulars of such Force Majeure in writing to the other parties within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far 4 11.19.2013 as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and any such party shall endeavor to remove or overcome such inability with all reasonable dispatch. The term “Force Majeure” as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, acts of public enemy, orders of any kind of the Government of the United States or the State of Texas or any civil or military authority, insurrections, riots, epidemics, landslides, lightning, earthquake, fires, hurricanes, storms, floods, washouts, droughts, arrests, restraint of government and people, civil disturbances, explosions, breakage or accidents to machinery, pipelines, or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable to it in the judgment of the party having the difficulty. It is specifically excepted and provided, however, that in no event shall any Force Majeure relieve the City of its obligation to transfer the ad valorem tax increment to the Tax Increment Fund as required under the Act and Ordinance No. 2007-91 (Dec. 11, 2007), as amended. F. This Contract and the Zone Projects shall be subject to all valid rules, regulations, and laws applicable thereto passed or promulgated by the United States of America, the State of Texas, or any governmental body or agency having lawful jurisdiction or any authorized representative or agency of any of them. ARTICLE 3 OWNERSHIP OF DOCUMENTS All bond documents will remain the property of the issuer and be available for review upon request. Release of information shall be in conformance with the Texas Public Information Act. ARTICLE 4 INDEMNIFICATION The Zone Board agrees, to the extent permitted by law, to save harmless the City, GEDCO and GTEC and their respective officers, directors, agents and employees (the “Indemnified Parties”) from all claims and liability due to activities of any of the Indemnified Parties performed under this Contract and which are caused by or result from error, omission, or negligent act of the Zone Board or of any person employed by the Zone Board. The Zone Board shall also save harmless the Indemnified Parties from any and all expenses, including, but not limited to, attorney fees which may be incurred by the Indemnified Parties in litigation or otherwise resisting said claim or liabilities which may be imposed on the Indemnified Parties as a result of such activities by the Zone Board, its agents, or employees. This hold harmless agreement shall not include claims based upon or arising out of the willful misconduct of the Indemnified Parties. Further, this hold harmless agreement shall not require payment of a claim by the City or its officers or employees as a condition precedent to the City's recovery under this provision. 5 11.19.2013 ARTICLE 5 SEVERABILITY In the event any one or more of the provisions contained in this Contract shall for any reason, be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision thereof and this Contract shall be construed as if such invalid, illegal, or unenforceable provision had never been contained herein. ARTICLE 6 NOTICES All notices to either party by the other required under this Contract shall be personally delivered or mailed to such party at the following respective addresses: For City: City Manager City of Georgetown P.O. Box 409 Georgetown, Texas 78626 For GEDCO: Board President Georgetown Economic Development Corporation P.O. Box 409 Georgetown, Texas 78626 For GTEC: Board President Georgetown Transportation Enhancement Corporation P.O. Box 409 Georgetown, Texas 78626 For Zone Board: Board President Rivery Park Tax Increment Reinvestment Zone P.O. Box 409 Georgetown, Texas 78626 ARTICLE 7 CONTRACT PERIOD This Contract shall be in effect until all outstanding cash grants made and debt issued by the the City, GEDCO and GTEC for the benefit of Zone Projects has been reimbursed to them by the Zone Board. 6 11.19.2013 ARTICLE 8 SIGNATORY WARRANTY The undersigned signatory or signatories for the parties hereby represent and warrant that the signatory is an officer of the entity for which he or she has executed this Contract and that he or she has full and complete authority to enter into this Contract on behalf of such entity. The above-stated representations and warranties are made for the purpose of inducing the other party to enter into this Contract. ARTICLE 9 ENTIRE AGREEMENT This Contract constitutes the entire understanding and agreement of the parties as to the matters set forth in this Contract, and supersedes and replaces any prior agreements between the parties on the same subjects. No alteration of or amendment to this Contract shall be effective unless given in writing and signed by the party or parties sought to be charged or bound by the alteration or amendment. IN WITNESS HEREOF, the parties have executed these presents in multiple counterparts to be effective as of the ___________day of ________________, 2013. RIVERY PARK TAX INCREMENT REINVESTMENT ZONE By: Printed Name: Title: Board President ATTEST: By: Printed Name: Title: Board Secretary APPROVED AS TO FORM: ____________________________________ Bridget Chapman City Attorney and Special Counsel to Rivery Park Tax Increment Reinvestment Zone Board 7 11.19.2013 CITY OF GEORGETOWN By: ________________________________ Printed Name: George G. Garver Title: Mayor ATTEST: By: ________________________________ Printed Name: Jessica Brettle Title: City Secretary APPROVED AS TO FORM: ____________________________________ Bridget Chapman City Attorney 8 11.19.2013 GEORGETOWN ECONOMIC DEVELOPMENT CORPORATION By: Printed Name: Title: Board President ATTEST: By: Printed Name: Title: Board Secretary APPROVED AS TO FORM: ____________________________________ Bridget Chapman City Attorney and Special Counsel to Georgetown Economic Development Corporation Board 9 11.19.2013 GEORGETOWN TRANSPORTATION ENHANCEMENT CORPORATION By: Printed Name: Title: Board President ATTEST: By: Printed Name: Title: Board Secretary APPROVED AS TO FORM: ____________________________________ Bridget Chapman City Attorney and Special Counsel to Georgetown Transportation Enhancement Corporation Board City of Georgetown, Texas SUBJECT: Executive Session In compliance with the Open Meetings Act, Chapter 551, Government Code, Vernon's Texas Codes, Annotated, the items listed below may be discussed in closed session and are subject to action in the regular session. A. Section 551.072. DELIBERATION REGARDING REAL PROPERTY Discussion and possible action to deliberate the purchase, exchange, lease or value of real property which discussion in open session would have detrimental effect on negotiations with third persons. B. Section 551.087. DELIBERATION REGARDING ECONOMIC DEVELOPMENT NEGOTIATIONS. Discussion or deliberation regarding commercial or financial information that the Board has received from a business prospect that the Board seeks to have locate, stay, or expand in or near the territory of the City of Georgetown and with which the Board is conducting economic development negotiations; and/or discussion and deliberation regarding the offer of a financial or other incentive to a business prospect that the Corporation seeks to have locate, stay, or expand in or near the territory of the City of Georgetown. C. Section 551.071. CONSULTATION WITH ATTORNEY Consultation with attorney regarding legal issues related to agenda items and other matters in which the duty of the attorney to the Georgetown Economic Development Corporation under the Texas Disciplinary Rules of Professional Conduct of the State Bar of Texas. Action out of Executive Session. ITEM SUMMARY: FINANCIAL IMPACT: SUBMITTED BY: