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HomeMy WebLinkAboutAgenda_GEDCO_05.17.2021Notice of Meeting for the Georgetown E conomic Dev elopment Corporation of the City of Georgetown May 17, 2021 at 4:00 P M at Virtual T he C ity of G eorgetown is committed to compliance with the Americans with Disabilities Act (ADA). If you require as s is tance in partic ipating at a public meeting due to a disability, as defined under the ADA, reas onable as s is tance, adaptations , or ac commodations will be provided upon request. P leas e c ontact the C ity S ec retary's O ffic e, at leas t three (3) days prior to the sc heduled meeting date, at (512) 930-3652 or C ity Hall at 808 Martin Luther King Jr. S treet, G eorgetown, T X 78626 for additional information; T T Y users route through R elay Texas at 711. C onsistent with Governor Greg A bbo’s suspension of various provisions of the Open M eengs A ct, effecve A ugust 1, 2020 and unl further noce, to reduce the chance of C OV I D-19 transmission, all C ity of Georgetown A dvisory Board meengs will be held virtually. P ublic comment will be allowed via teleconference; no one will be allowed to appear in person. 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Subm it wr ien com m ents to Sharon.parker@ geor getown.org by 5 p.m . on the day before the m eeng and the R ecording Secr etary will read your Page 1 of 71 com m ents into the r ecor ding during the item that is being discus s ed. 2. Log onto the m eeng at the link above and “raise your hand” dur ing the item 3. U se your hom e/m obile phone to call the toll-free num ber To join a Zoom m eeng, click on the link pr ovided and join as an aendee. You will be as ked to enter your nam e and em ail addr es s (this is so we can idenfy you when you are called upon). To s peak on an item , click on the “R aise your Hand” opon at the boom of the Zoom m eeng webpage once that item has opened. W hen you are called upon by the R ecording Secr etary, your device will be r em otely un-m uted by the A dm inistrator and you m ay speak for thr ee m inutes. P leas e state your nam e clear ly, and when your m e is over, your device will be m uted again. U se of profanity, thr eatening language, slander ous r em arks or threats of har m ar e not allowed and will result in you being im m ediately rem oved fr om the m eeng. Regular Session (T his R egular S es s ion may, at any time, be rec es s ed to c onvene an Exec utive S es s ion for any purpose authorized by the O pen Meetings Act, Texas G overnment C ode 551.) A C ons ideration and approval of the March 15, 2021 G EDC O minutes - S haron P arker, Board Liaison. B R eview and dis cus s ion regarding the Amended Bylaws for G EDC O approved by the C ity C ouncil on April 23, 2019 - David Morgan, C ity Manager C R eview and dis cus s ion regarding the C ity C ouncil Attendanc e P olic y for Board Members --David Morgan, C ity Manager D R eview and pos s ible ac tion related to the Day and Time of the G EDC O Board Meetings --David Morgan, C ity Manager E P resentation of C ounc il G oals - David Morgan, C ity Manager F C ons ideration of the preliminary financial report for period ending April 30, 2021 - Nathan P arras , Assistant F inanc e Direc tor, C ity of G eorgetown G Disc ussion regarding the S taff R eport - David Morgan, G eorgetown C ity Manager H Ac tion out of Executive S ession Adjournment Ce rtificate of Posting I, R obyn Densmore, C ity S ecretary for the C ity of G eorgetown, Texas, do hereby c ertify that this Notic e of Meeting was posted at C ity Hall, 808 Martin Luther King Jr. S treet, G eorgetown, T X 78626, a plac e readily acc es s ible to the general public as required by law, on the _____ day of _________________, 2021, at Page 2 of 71 __________, and remained s o posted for at leas t 72 c ontinuous hours prec eding the s cheduled time of said meeting. __________________________________ R obyn Dens more, C ity S ec retary Page 3 of 71 City of Georgetown, Texas Georgetown Economic Development Corporation May 17, 2021 S UB J E C T: C onsideration and approval of the Marc h 15, 2021 G EDC O minutes - S haron P arker, Board Liais on. IT E M S UMMARY: F IN AN C IAL IMPAC T: N/A S UB MIT T E D B Y: S haron P arker AT TAC H ME N T S: Description Type Minutes Backup Material Page 4 of 71 GEDCO Minutes March 15, 2021 Page 1 of 2 Minutes of the Meeting of the Georgetown Economic Development Corporation City of Georgetown, Texas March 15, 2021 The Georgetown Economic Development Corporation of the City of Georgetown, TX, met virtually on Monday March 15, 2021. Members Present: Hugh Brown, Steve Fought, Robert Hilton, Kevin Cummins (Ron Garland joined after the meeting was called to order) Members Absent: Staff Present: Michaela Dollar, Director of Economic Development; Nathan Paras, Assistant Finance Director; Laurie Brewer, Assistant City Manager; Conchita Gusman, Business Retention Manager, Sharon Parker, Board Liaison. Guest Present: MINUTES Meeting called to Order at 4:02 pm A. Consideration and possible action to nominate and elect a President, vice president, and secretary to fill the current vacancy, consistent with Section 3.02 of the GEDCO Bylaws— David Morgan, City Manager Motion to nominate Ron Garland as President by Steve Fought, 2nd by Hugh Brown. Discussion – in the past the vice president was voted to move to president. After clarification that Kevin Cummins was the current Vice President Steve Fought withdrew his nomination of Ron Garland and made a new Motion to elect Kevin Cummins as President, 2nd by Hugh Brown. Approved 4-0 (Ron Garland not present during this item). Motion to nominate Ron Garland as Vice President by Kevin Cummins, 2nd by Hugh Brown. Approved 4-0 (Ron Garland not present during this item). Motion to nominate Hugh Brown as Secretary by Robert Hilton, 2nd by Steve Fought Approved 4-0 (Ron Garland not present during this item). B. Consideration and approval of the October 19, 2020 GEDCO minutes – Sharon Parker, Board Liaison Motion to approve by Hugh Brown, 2nd by Robert Hilton. Approved 4-0 (Ron Garland not present during this item). C. Consideration of the preliminary financial report for period ending February 28, 2021 - Nathan Parras, Assistant Finance Director Nathan reviewed the financial report. No action needed. D. Discussion regarding the Staff Report -David Morgan, City Manager • Performance Agreement Report • Activity Report • Other Staff Items Michaela reviewed the Performance Agreement report and the Activity Report. No action needed. ----GEDCO entered into Executive Session at 4:20 pm and returned to Regular Session at 4:43 pm----- E. Action out of Executive Session. Motion to approve Project Stamp as discussed in executive session by Hugh Brown, 2nd by Robert Hilton. Approved 5-0 ----Kevin Cummins left the meeting at 4:46 pm Page 5 of 71 GEDCO Minutes March 15, 2021 Page 2 of 2 Motion to adjourn by Ron Garland, 2nd by Hugh Brown Meeting adjourned at 5:00 pm Hugh Brown, Secretary Kevin Cummins, President Page 6 of 71 City of Georgetown, Texas Georgetown Economic Development Corporation May 17, 2021 S UB J E C T: R eview and disc ussion regarding the Amended Bylaws for G EDC O approved by the C ity C ounc il on April 23, 2019 - David Morgan, C ity Manager IT E M S UMMARY: Each year, G EDC O is asked to review the c urrent bylaws doc uments. F IN AN C IAL IMPAC T: N/A S UB MIT T E D B Y: S haron P arker AT TAC H ME N T S: Description Type Bylaws Backup Material Page 7 of 71 Page 8 of 71 Page 9 of 71 Page 10 of 71 Page 11 of 71 Page 12 of 71 Page 13 of 71 Page 14 of 71 Page 15 of 71 Page 16 of 71 Page 17 of 71 Page 18 of 71 Page 19 of 71 Page 20 of 71 Page 21 of 71 City of Georgetown, Texas Georgetown Economic Development Corporation May 17, 2021 S UB J E C T: R eview and disc ussion regarding the C ity C ounc il Attendance P olicy for Board Members--David Morgan, C ity Manager IT E M S UMMARY: S ection 2.07 Attendance of the Bylaws of the G eorgetown Economic Development C orporation states: “Board Members are required to attend 75% of regularly s cheduled Board Meetings . Exc es s ive abs enteeis m will be s ubjec t to action under C ounc il polic y.” Additionally, C hapter 2.36 C I T Y C O MMI S S I O NS , C O MMI T T EES , AND BO AR DS , S ection 2.36.010(D) – Duties of Members of the C ity of G eorgetown C ode of O rdinanc es , als o addresses the C ity C ounc il’s polic y on attendance for Board Members : S EC 2.36.010 DUT I ES O F C O MMI S S I O N, C O MMI T T EE & BO AR D MEMBER S “D. Attendance by Members is integral to succ es s of the c ommis s ion, c ommittee or board. It is C ouncil policy to require a minimum of 75 perc ent attendanc e of each Member at eac h regularly s cheduled meeting inc luding s ubc ommittee meetings . A Member shall be allowed two excus ed absences for the Member's pers onal medical care, required medic al c are of a Member's immediate family member (as defined by C ity O rdinanc e), or Member's military S ervic e that shall not count against the 75 perc ent attendanc e requirement. Written notic e shall be s ent to a Member and the Member's C ity C ouncil repres entative when it appears the Member may violate the attendance policy by being abs ent from more than 25 percent of regularly s cheduled meetings, including subcommittee meetings. Excessive absenteeism may res ult in the Member being replac ed by the C ouncil. If a Member is removed from a c ommittee, commission or board, that pos ition shall be cons idered vacant and a new Member s hall be appointed to the Board in ac cordance with S ection 2.36.040” T he C ity S ecretary and the Mayor review attendanc e and determine if warning or removal letters need to be s ent to a Member that is in danger of or has violated the 75% C ounc il mandated attendance policy. Abs enc es are exc used for medic al reasons or military reasons . C ity C ounc il and S taff Liaisons are notified if any letters are s ent to a Member. Abs enc es for any S pec ial Meetings that are sc heduled do not c ount toward the 75% Attendance P olicy. T he C ity of G eorgetown values the volunteers that s erve on its C ommis s ions, C ommittees or Boards and is fortunate to have a multitude of citizens who apply to be a part of the public process by s erving on them. Acc ordingly, it is very important that the members who are appointed to be on a C ity of G eorgetown C ommis s ion, C ommittee or Board understand the importanc e of their attendanc e and their partic ipation at the regularly sc heduled meetings of thes e C ommission, C ommittee or Board meetings. F IN AN C IAL IMPAC T: N/A S UB MIT T E D B Y: Page 22 of 71 S haron P arker AT TAC H ME N T S: Description Type Boards and Commissions Attendance Policy Backup Material Page 23 of 71 SEC 2.36.010 DUTIES OF COMMISSION, COMMITTEE & BOARD MEMBERS Attendance by Members is integral to success of the commission, committee or board. It is Council policy to require a minimum of 75 percent attendance of each Member at each regularly scheduled meeting including subcommittee meetings. A Member shall be allowed two excused absences for the Member's personal medical care, required medical care of a Member's immediate family member (as defined by City Ordinance), or Member's military Service that shall not count against the 75 percent attendance requirement. Written notice shall be sent to a Member and the Member's City Council representative when it appears the Member may violate the attendance policy by being absent from more than 25 percent of regularly scheduled meetings, including subcommittee meetings. Excessive absenteeism may result in the Member being replaced by the Council. If a Member is removed from a committee, commission or board, that position shall be considered vacant and a new Member shall be appointed to the Board in accordance with Section 2.36.040 Page 24 of 71 City of Georgetown, Texas Georgetown Economic Development Corporation May 17, 2021 S UB J E C T: P res entation of C ouncil G oals - David Morgan, C ity Manager IT E M S UMMARY: P res entation of C ouncil G oals F IN AN C IAL IMPAC T: . S UB MIT T E D B Y: S haron P arker AT TAC H ME N T S: Description Type City Council Strategic Initiatives and Goals Pres entation Page 25 of 71 CITY COUNCIL VISIONING WORKSHOP February 5 –6, 2021 Strategic Initiatives and Goals Page 26 of 71 Areas of Emphasis •GOVERNANCE •GROWTH •HOUSING •ECONOMIC DEVELOPMENT •DOWNTOWN Page 27 of 71 GOVERNANCE •Confirming Council / City Manager Roles •Review agenda format and items with an eye toward streamlining •Equipping the Council to be successful •Provide opportunity for Council to enhance understanding of service areas and staff responsibilities •Be deliberate to develop relationships and trust among City Councilmembers •Develop learning and training opportunities for current / future City Councilmembers •Communication and Engagement with Citizens and board members •Improve citizen education and engagement •Improve information flow on the Vision and Strategic Planning process to Boards and Commissions •Improve opportunities for residents to raise and resolve service issues / requests Page 28 of 71 GROWTH •Proactively Plan for Growth •2030 Comprehensive Plan •Stay on track with implementation •Continue as a living document with periodic updates •Ensure community engagement plan informs, consults and involves stakeholders •Update and implement transportation corridor studies •Maintain and Update Master Plans to respond to rapid growth •Transportation •Water/Wastewater •Electric •Land Use •Parks, Recreation, Open Space •City Facilities Page 29 of 71 GROWTH (con’t) •Ensure Financial Capacity to Manage Growth •Determine policy for debt vs. pay-as -you -go for capital spending •Implement and update impact fees and other fees •Implement the mobility bond improvements •Create capacity for operational dollars to be used for CIP •Promote public / private partnerships (PPP) to fund infrastructure needs related to growth and development Page 30 of 71 GROWTH (con’t) •Develop and manage water supply sources and treatment capacity for future growth. •Improve water conservation through adoption of city codes, rate structures, and active enforcement of watering restrictions •Actively develop additional water resources •Maintain high customer service levels •Maintain and enhance the Performance Management Program (PMP) to provide real time data of quantity and quality •Organization and Operational Excellence (OOE) –Continue to equip employees to make incremental change to produce positive, real results •Establish an organizational capacity plan ensuring efficiency and effectively responding to growth •Retention of quality city staff •Maintain strong “customer service” levels Page 31 of 71 HOUSING •Establish an affordable housing policy •Pursue innovative affordable housing projects to determine the market and viability of projects for Georgetown •Allow for a diversity of housing including tiny homes, townhomes, studio homes, etc. that have a smaller footprint and provide diversity of housing •Pursue opportunities for affordable home ownership •Establish a multifamily housing policy that encourages mixed-use development •Determine the key locations for mixed-use development •Determine the ratio of single family to multifamily units for the city •Determine goals for new master-planned developments •Establish a policy for commercial development in and around multi -family to ensure availability of services Page 32 of 71 HOUSING (con’t) •Establish a policy determining the residential / neighborhood commercial mix in targeted areas within the city to protect commercially zoned property ensuring economic development •Review and update 2030 Plan policy •Encourage the development of executive housing •Define opportunities to support qualities of exec. housing in special districts •Define needs and qualities of executive housing •Establish strong development standards, ensure quality housing products •Establish goals for development standards •Pursue options to encourage annexation of development •Eliminate barriers that discourage annexation of development Page 33 of 71 ECONOMIC DEVELOPMENT •Promote a viable workforce development program •Partner with employers and educational institutions for workforce development •Enhance workforce recruitment •Promote industrial and commercial growth in targeted areas •Identify and prioritize high priority growth areas for investment •Business Retention Programs •Maintain primary employer retention program •Promote programs to retain locally owned and small businesses Page 34 of 71 ECONOMIC DEVELOPMENT (con’t) •Promote business recruitment programs •Encourage a diversity of industry through Target Industry Recruitment •Create a strong “brand” to market and promote Georgetown to new businesses •Establish programs and policies that reward and incentivize businesses that pay higher wages •Sustain / improve a predictable, responsive, and accountable development process •Foster regional cooperation with area governmental partners –county, schools, and surrounding areas •Utilize regional partnerships for program support (recruitment, marketing, workforce) Page 35 of 71 DOWNTOWN •Enhance and manage the continued development of downtown •Update the downtown master plan to address density, historic guidelines, and transition zones •Improve mobility opportunities to include accessibility, parking, pedestrian access, and general movement through downtown •Address infrastructure needs such as trash collection and street maintenance due to growth in downtown •Enhance and manage the mix and size of events and activities in downtown •Enhance partnerships for downtown •Work with County on government facilities plan for downtown •Promote local businesses including partnerships with the Chamber, the Downtown Georgetown Association (DGA), Preservation Georgetown •Enhance partnerships with education, arts, religious and cultural groups for events and promotion of downtown •Review downtown façade and grant program for possible enhancements Page 36 of 71 City of Georgetown, Texas Georgetown Economic Development Corporation May 17, 2021 S UB J E C T: C onsideration of the preliminary financ ial report for period ending April 30, 2021 - Nathan P arras, As s is tant F inance Director, C ity of G eorgetown IT E M S UMMARY: T he c orporate bylaws require the F inance Manager to pres ent the monthly financ ial reports to the Board. Included in these reports will be: F inancial reports S ales Tax revenues Monthly expenditures Any other relevant financial information S ales tax revenue is two months in arrears ; therefore the revenues reflect only the amount rec eived, not actually earned, as of the report date. F IN AN C IAL IMPAC T: N/A S UB MIT T E D B Y: S haron P arker AT TAC H ME N T S: Description Type GEDCO April Financial Overview Backup Material GEDCO Pres entation Pres entation GEDCO Executive Summary Backup Material Page 37 of 71 COG - GEDCO Financial Report Period: Apr-21 Budget Period FY2021 Apr-21 YTD Actuals w/Encumbrances Variance % of Budget Beginning Fund Balance 8,845,777 - 8,845,777 - 100.00% Operating Revenue 40002:Sales Taxes 2,063,750 152,199 977,813 (1,085,937) 47.38% 42001:Interest Income 19,000 308 21,226 2,226 111.72% Operating Revenue Total 2,082,750 152,507 999,039 (1,083,711) 47.97% Operarting Expense 53016:Travel Expense - - 1,194 (1,194) 0.00% 51001:Administrative Expense 283,783 23,649 165,540 118,243 58.33% 51003:Marketing & Promotional 180,000 800 85,270 94,730 47.37% 51004:Contractual Services 130,000 - 12,500 117,500 9.62% 80001:Transfers Out 1,200,169 - 1,040,084 160,085 86.66% Operating Expense Total 1,793,952 24,448 1,304,588 489,364 72.72% Total Net Operations 288,798 128,059 (305,549) (1,573,075) -105.80% Non-Operating Revenue Non-Operating Expense 53009:Strategic Partnership 8,256,391 - 400,000 7,856,391 4.84% 55001:Principal Reduction 72,830 - - 72,830 0.00% 55002:Interest Expense 17,742 - - 17,742 0.00% Non-Operating Expense Total 8,346,963 - 400,000 7,946,963 4.79% Net Non-Operations Total (8,346,963) - (400,000) 7,946,963 4.79% Excess (Deficiency) of Total Revenue over Total Requirements (8,058,165) 128,059 (705,549) (8,763,714) 108.76% Ending Fund Balance 787,612 128,059 8,140,228 7,352,616 1033.53% Reserves Contingency Reserve 505,468 505,468 - 100.00% Debt Service Reserve 202,769 202,769 - 100.00% Reserves Total 708,237 708,237 - 100.00% Available Fund Balance 79,375 7,431,991 7,352,616 9363.14% YTD Actuals Budget Vs. Actuals Page 38 of 71 GEDCO Financial Summary: April 21Page 39 of 71 FY2021 FINANCIAL SUMMARY: GEDCO GEDCO Revenue •FY2021 Revenue Budget •Revenue Budget Sources •The FY2021 revenue budget for the GEDCO is $2.1 million •99% of budgeted revenue is sales tax, $2.1 million •Interest Income accounts for $19,000 99.09% 0.91% 40002:Sales Taxes 42001:Interest Income Page 40 of 71 FY2021 FINANCIAL SUMMARY: GEDCO GEDCO Revenue COG - GEDCO Financial Report Period: Apr-21 Budget FY2021 Apr-20 Apr-21 Variance % Variance Variance from Budget % of Budget Operating Revenue 40002:Sales Taxes 2,063,750 851,323 977,813 126,490 14.86%(1,085,937) 47.38% 42001:Interest Income 19,000 71,005 21,226 (49,779) -70.11%2,226 111.72% Operating Revenue Total 2,082,750 922,328 999,039 76,711 8.32%(1,083,711) 47.97% YTD Comparison YTD Budget Comparison Page 41 of 71 FY2021 FINANCIAL SUMMARY: GEDCO GEDCO Revenue •Sales Tax •Year-to-date sales tax revenue totals $825,614, 47% of budget •FY2021 year-to-date collections are 15% more than FY2020 year- to-date collections •There is a two-month lag on sales tax collections. 14.86% 977,813 SALES TAX 01) Oct 02) Nov 03) Dec 04) Jan 05) Feb 06) Mar 07) Apr FY2020 -180,020 183,961 356,715 564,076 706,920 851,323 FY2021 -7,022 202,767 399,298 649,433 825,614 977,813 K 250K 500K 750K 1.0M FY2020 FY2021 Page 42 of 71 FY2021 FINANCIAL SUMMARY: GEDCO GEDCO Expense •FY2021 Expense Budget •Expense Budget Sources •The FY2021 expense budget for the GEDCO is $10.1 million •81% of budgeted expenses are for Economic Development Agreements •Administrative expense budget totals $283,783 •Debt service payment for FY2021 accounts for $90,752 2.80% 1.77% 1.28% 81.42% 0.72% 0.17% 11.83% 51001:Administrative Expense 51003:Marketing & Promotional 51004:Contractual Services 53011:Economic Development Agreements 55001:Principal Reduction 55002:Interest Expense 80001:Transfers Out Page 43 of 71 FY2021 FINANCIAL SUMMARY: GEDCO GEDCO Revenue COG - GEDCO Financial Report Period: Apr-21 Budget FY2021 YTD Actuals w/Encumbrances: Apr-20 YTD Actuals w/Encumbrances: Apr-21 Variance % Variance Variance from Budget % of Budget Operating Expense 51001:Administrative Expense 283,783 142,783 165,540 (22,757) 15.94%118,243 58.33% 51003:Marketing & Promotional 180,000 69,604 85,270 (15,665) 22.51%94,730 47.37% 51004:Contractual Services 130,000 6,615 12,500 (5,885) 88.96%117,500 9.62% 51006:Subscriptions - 10,972 - 10,972 -100.00%- 0.00% 51010:Legal Services - 2,493 - 2,493 -100.00%- 0.00% 53016:Travel Expense - 92 1,194 (1,102) 1204.51%(1,194) 0.00% 80001:Transfers Out 1,200,169 41,334 1,040,084 (998,750) 2416.27%160,085 86.66% Operating Expense Total 1,793,952 273,893 1,304,588 (1,031,671) 376.31%489,364 72.72% Non-Operating Expense 53009:Strategic Partnership 8,256,391 243,674 400,000 (156,326) 64.15%7,856,391 4.84% 53011:Economic Development Agreements - 356,235 - 356,235 -100.00%- 0.00% 55001:Principal Reduction 72,830 - - - 0.00%72,830 0.00% 55002:Interest Expense 17,742 - - - 0.00%17,742 0.00% Non-Operating Expense Total 8,346,963 599,909 400,000 199,909 -33.32%7,946,963 4.79% YTD Actuals w/Encumbrances Comparison YTD Budget Comparison Page 44 of 71 FY2021 FINANCIAL SUMMARY: GEDCO GEDCO Expense •Operating Expenses •Operating expense budget totals $1.8 million •Administrative Expense: 58.3% of budget •Marketing: 47.4% of budget •Contractual Services: 10% of budget 593,783 263,310 OPERATING EXPENSES K 50K 100K 150K 200K 250K 300K 51001:Administrative Expense 51003:Marketing & Promotional 51004:Contractual Services FY2021 FY2021 Page 45 of 71 FY2021 FINANCIAL SUMMARY: GEDCO Questions Page 46 of 71 F GEDCO MONTHLY REPORT AS OF APRIL 30, 2021 Operating revenue is comprised of sales tax and allocated interest. The budget for sales tax collections for GEDCO is $2,063,750. Year-to-date sales tax revenue totals $977,813, or 47.38% of budget. Through this period, sales tax collections are up $126,490, or 14.86% over year-to-date collections from the prior fiscal year. The City continues to see and monitor the strong performance in sales tax. Operating expenses total $1,304,588, or 72.72% of budget through the period. Operating expenses include administrative expenses, marketing costs, contractual services, and operating transfers to other City funds. Administrative expenses include the allocation for City staff to support the GEDCO fund. Year-to-date administrative expense total $165,540, or 58.33% of budget. The GEDCO fund has dedicated funding to market the City for potential economic development. Year-to-date marketing efforts total $85,270, or 47.37% of budget. Contractual services include $130,000 budgeted for consulting in FY2021. GEDCO will transfer out $1,200,169 in FY2021. This includes a transfer out to the Electric fund for GEDCO’s portion of the Titan North Park development, and a transfer to the Water fund to pay for debt service. Non-Operating revenue, which typically includes bond proceeds, is not part of the FY2021 budget. City staff does not intend to issue any new debt for this fund in the current fiscal year. Non-Operating expense budget totals $8,346,963. Year-to-date non-operating expenses total $400,000, or 4.79% of budget through the period. Non-Operating expenses include funding for strategic partnerships and GEDCO’s debt service payment. Strategic partnerships include year-to-date expense of $400,000 for economic incentive agreements. GEDCO’s debt service payment includes principal reduction of $72,830, and an interest expense of $17,742. The debt service payment is made annually in the spring and aligns all other debt service payments for the City. Ending fund balance for FY2021 is anticipated to be $787,612. After accounting for the contingency reserve of $505,468, and the debt service reserve of $202,769, this fund will have an available fund balance of $79,375. K 100K 200K 300K 51001:Administrative Expense 51003:Marketing & Promotional 51004:Contractual Services OPERATING EXPENSES FY2021 YTD Actuals FY2021 Budget K 250K 500K 750K 1.0M 1.3M 01) Oct 02) Nov 03) Dec 04) Jan 05) Feb 06) Mar 07) Apr Sales Tax FY2020 FY2021 Page 47 of 71 City of Georgetown, Texas Georgetown Economic Development Corporation May 17, 2021 S UB J E C T: Dis cus s ion regarding the S taff R eport - David Morgan, G eorgetown C ity Manager IT E M S UMMARY: T he G EDC O Board has requested that staff provide a project progres s and status report at eac h meeting on all of the ac tive projec ts dis cus s ed by the Board. Activity R eport P erformanc e Agreement R eport O ther S taff Items F IN AN C IAL IMPAC T: N/A S UB MIT T E D B Y: S haron P arker AT TAC H ME N T S: Description Type Activity Report May 2021 Final Pres entation Active Project Update Backup Material Page 48 of 71 Economic Development Activity Report May 2021 Page 49 of 71 Strategic Goal 1 Support existing businesses and industries Page 50 of 71 0 10 20 30 40 50 60 70 80 90 Ma y 2 0 Ju n 2 0 Ju l 2 0 Au g 2 0 Se p 2 0 Oc t 2 0 No v 2 0 De c 2 0 Ja n 2 1 Fe b 2 1 Ma r 2 1 Ap r 2 1 Business Retention Activity Visits Touches Page 51 of 71 Business Retention Activity •Held workshops for Georgetown Small Business Week: May 3-7, 2021 •Compiled inaugural business climate survey and continued follow up with businesses •Producing Georgetown residential relocation guide •Exploring small business support options Page 52 of 71 Strategic Goal 2 Enhance targeted recruitment of identified industries Page 53 of 71 0 2 4 6 8 10 12 14 16 18 20 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Leads FY19 FY20 FY 21 Rolling 12-Month Average Page 54 of 71 0 2 4 6 8 10 12 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Qualified Leads FY19 FY20 FY21 Rolling 12-Month Average Page 55 of 71 0 2 4 6 8 10 12 14 16 18 20 Ap r 2 0 Ma y 2 0 Ju n 2 0 Ju l 2 0 Au g 2 0 Se p 2 0 Oc t 2 0 No v 2 0 De c 2 0 Ja n 2 1 Fe b 2 1 Ma r 2 1 Qualified Leads Comparison Leads Qualified We have qualified for an average of 53% of leads over the last 12 months. Page 56 of 71 0 1 2 3 4 5 6 7 8 9 10 Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Site Visits FY19 FY20 FY 21 Rolling 12-Month Average Page 57 of 71 We have a rolling 12-month average of 66 active projects. 0 10 20 30 40 50 60 70 80 90 Ma y 2 0 Ju n 2 0 Ju l 2 0 Au g 2 0 Se p 2 0 Oc t 2 0 No v 2 0 De c 2 0 Ja n 2 1 Fe b 2 1 Ma r 2 1 Ap r 2 1 Active Projects Development Hot Warm Cold Page 58 of 71 Strategic Goal 3 Diversify workforce development and recruitment initiatives Page 59 of 71 Workforce Development Activity •Exploring job listing software for website to support major employers Page 60 of 71 Strategic Goal 4 Encourage speculative development Page 61 of 71 Speculative Development Activity •Continuing to work with prospective industrial speculative developers and landowners •Titan Commercial featured at Georgetown Development Alliance Page 62 of 71 Overall Objective Tell our story to a broader local audience Page 63 of 71 Other Activity •Participated in the ULI Market Place •Planning June Twelve@12 with residential realtors •Working on Q2 economic development newsletter •Producing WilCo EDP mini videos •Planning WilCo EDP mini recruitment trip •Beginning to plan Symposium Page 64 of 71 Economic Indicators Page 65 of 71 0 500 1000 1500 2000 2500 3000 3500 $- $100.0 $200.0 $300.0 $400.0 $500.0 $600.0 $700.0 $800.0 Ap r 2 0 Ma y 2 0 Ju n e 2 0 Ju l y 2 0 Au g 2 0 Se p 2 0 Oc t 2 0 No v 2 0 De c 2 0 Ja n 2 1 Fe b 2 1 Ma r 2 1 Construction Permit Applications Valuation (in millions) # of Permits 0 500 1000 1500 2000 2500 3000 3500 $- $100.0 $200.0 $300.0 $400.0 $500.0 $600.0 $700.0 $800.0 Ma y 2 0 Ju n e 2 0 Ju l y 2 0 Au g 2 0 Se p 2 0 Oc t 2 0 No v 2 0 De c 2 0 Ja n 2 1 Fe b 2 1 Ma r 2 1 Ap r 2 1 Construction Permit Applications Valuation (in millions) # of Permits Page 66 of 71 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% Ma r 2 0 Ap r 2 0 Ma y 2 0 Ju n e 2 0 Ju l y 2 0 Au g 2 0 Se p t 2 0 Oc t 2 0 No v 2 0 De c 2 0 Ja n 2 0 Fe b 2 0 Unemployment Rate Unemployment Rate Rolling 12-Month Average 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% Ap r 2 0 Ma y 2 0 Ju n e 2 0 Ju l y 2 0 Au g 2 0 Se p t 2 0 Oc t 2 0 No v 2 0 De c 2 0 Ja n 2 1 Fe b 2 1 Ma r 2 1 Unemployment Rate Unemployment Rate Rolling 12-Month Average Page 67 of 71 $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 Oc t No v De c Ja n Fe b Ma r Ap r Ma y Ju n Ju l Au g Se p Sales Tax Collections FY 2018 FY 2019 FY 2020 FY 2021 Page 68 of 71 $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 $180,000 Oct Nov Dec Jan Feb Mar April May Jun Jul Aug Sep Hotel Occupancy Tax Collections FY18 FY19 FY20 FY21 Page 69 of 71 Name Description Start Date (Council Approved)End Date $ Encumbered $ Expended Radiation Detection Corporation Grant for Qualified Expenditures and job creation related to the relocation of the corporate offices to Georgetown. 7/23/2013 12/31/2021 320,000$ $ 320,000 KJ Scientific (KJS) Provide a grant of the equipment obtained in the TLCC brand acquisition to KJ Scientific (KJS) to retain the business in Georgetown.The retention equipment grant is for five years with KJS obligated to pay a pro-rated amount of $10,000 per year should they relocate outside of the City.2/27/2018 12/31/2022 $ 50,000 $ 50,000 Holt Caterpillar GEDCO to provide up to $360,000 infrastructure grant for fire suppression system pump house installation.9/10/2019 360,000$ 356,235$ Georgetown Development I, LLC Infrastructure reimbursement grant of $500,000 for qualified expenditures related to the development of 90,000 SF of speculative business park space in Georgetown at the Westinghouse Business Center.10/9/2018 6/1/2021 500,000$ WBW Development Infrastructure reimbursement grant of $200,000 for qualified expenditures and a $120,000 job creation grant for the creation of 30 jobs over 6 years related to the development of their headquarters location in Downtown Georgetown.2/12/2019 within 6 years of the certificate of occupancy date 320,000$ Confido III, LLC Infrastructure reimbursement grant for $600,000 to assist with construction of an access road and turn lane to maintain access to the Georgetown airport as area land development continues.3/8/2019 3/31/2022 600,000$ TERMINATED April 2021 4871 Williams Dr., LLC (Sedro Crossing) Infrastructure reimbursement grant of $250,000 to assist with improvements (utilities and access points) for construction of 89,500 square feet of commercial building space.3/26/2019 12/31/2023 250,000$ GEDCO - AGREEMENTS STATUS REPORT May 17, 2021 Page 70 of 71 Name Description Start Date (Council Approved)End Date $ Encumbered $ Expended GEDCO - AGREEMENTS STATUS REPORT May 17, 2021 Cockrum Commercial (Sedro Crossing) Infrastructure reimbursement grant of $250,000 to assist with improvements (utilities and access points) for construction of 60,000 square feet of new professional office space on Williams Dr.3/26/2019 12/31/2023 250,000$ Atmos Energy Infrastructure reimbursement grant of $148,499.36 for the installation of 776 feet gas main along 7th, 8th, and 9th streets.4/6/2019 148,499$ 143,674$ Texas Speed & Performance Job creation grant of $2K per job up to 100 jobs in 5 years.11/12/2019 11/12/2024 200,000$ Titan NorthPark35, LLC Infrastructure reimbursement grant for qualified infrastructure costs related to the speculative development of a master planned industrial business park located at SH130 & I35.11/17/2020 Certificate of Occupancy date $1,900,000 (Motion Commercial Properties) assigned to: Titan NorthPark35, LLC Infrastructure reimbursement grant in connection with the construction of 2 bldgs : $500K infrastructure reimbursement bldg #1 $500K infrastructure reimbursement bldg #2 Certificate of occupancy issue date 10 year anniversary of start date $1,000,000 --------- Atmos Energy (Lakeway Extension) Extension of natural gas line for any GEDCO applicable project. Payment made 3/4/2021 12/10/2019 12/10/2024 400,000$ 400,000$ Costco Agreement to partner with Atmos for natural gas line extension and reimbursement of cost to GEDCO by Costco if retail store construction is not completed.12/10/2019 12/10/2024 N/A Page 71 of 71