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HomeMy WebLinkAboutAgenda CC 06.23.2020 Workshop testNotice of Meeting of the Governing Body of the City of Georgetown, Texas June 23, 2020 The Georgetown City Council will meet on June 23, 2020 at 3:00 PM at Teleconference 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 Secretary's Office, at least three (3) days prior to the scheduled meeting date, at (512) 930-3652 or City Hall at 808 Martin Luther King Jr. Street, Georgetown, TX 78626 for additional information; TTY users route through Relay Texas at 711. Join from a PC, Mac, iPad, iPhone or Android device: Please click this URL to join https://georgetowntx.zoom.us/j/91306507109? pwd=Y3JCTVBMdHR3YWtIdW9zQOxGWHFOQT09 Password: 674623 Or join by phone toll free: (888)475-4499 or (833)548-0276 or (833)548-0282 or (877)853-5257 Webinar ID: 913 0650 7109 Password: 674623 Citizen comments are accepted in three different formats: • Submit the following form by 2:45 p.m. on the date of the meeting and the City Secretary will read your comments into the recording during the item that is being discussed — https://records.georgetown.org/Forms/AddressCouncil • You may log onto the meeting, at the link above, and "raise your hand" during the item. If you are unsure if your device has a microphone please use your home or mobile phone to dial the toll free number. To Join a Zoom Meeting, click on the link and join as an attendee. You will be asked to enter your name and email address — this is so we can identify you when you are called upon. At the bottom of the webpage of the Zoom Meeting, there is an option to Raise your Hand. To speak on an item, simply click on that Raise Your Hand option once the item you wish to speak on has opened. When you are Page 1 of 192 called upon by the Mayor, your device will be remotely un-muted by the Administrator and you may speak for three minutes. Please state your name clearly upon being allowed to speak. When your time is over, your device will be muted again. • As another option, we are opening a city conference room to allow public to "watch" the virtual meeting on a bigger screen, and to "raise your hand" to speak from that public device. This Viewing Room is located at City Hall, 808 Martin Luther King Jr. Street, Community Room. Social Distancing will be strictly enforced. Face masks are required and will be provided onsite Use of profanity, threatening language, slanderous remarks or threats of harm are not allowed and will result in you being immediately removed from the meeting. If you have questions or need assistance, please contact the City Secretary's office at cs@georgetown.org or at 512-930-3651. Policy Development/Review Workshop - A Presentation and discussion on future considerations of 1) Resolutions of no objection and 2) Resolutions acknowledging that Georgetown has more than two times the average per capita amount of Housing Tax Credit units for KCG Development to apply for Housing Tax Credits for the construction of 206 units of affordable housing for families to be known as Espero Landing, and 144 affordable and market rate units for seniors to be known as Asperanza Heights, located at Sam Houston Ave. and Bell Gin Rd. -- Susan Watkins, AICP, Housing Coordinator B Presentation and discussion on the proposed FY2021 Capital Improvement Plan for Transportation and Drainage -- Wesley Wright, PE, Systems Engineering Director C Presentation and discussion regarding the proposed FY2021 Capital Improvement Plan for Facilities -- Eric Johnson, Facilities Director D Presentation and discussion regarding the proposed FY2021 Capital Improvement Plan for Parks and Recreation -- Kimberly Garrett, Parks and Recreation Director E Presentation and discussion regarding the FY20 and FY21 Budget Update including Revenues, Pressure Points and Citizen Engagement Plan -- Laurie Brewer, Assistant City Manager F Presentation and discussion regarding COVID-19 and the City's opening of facilities and modified operations and programs -- David Morgan, City Manager 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. G Sec. 551.071: Consultation with Attorney Advice from attorney about pending or contemplated litigation and other matters on which the attorney has a duty to advise the City Council, including agenda items - Litigation Update Sec. 551.086: Certain Public Power Utilities: Competitive Matters - Purchase Power Update Page 2 of 192 Adjournment Certificate of Posting I, Robyn Densmore, City Secretary for the City of Georgetown, Texas, do hereby certify that this Notice of Meeting was posted at City Hall, 808 Martin Luther King Jr. Street, Georgetown, TX 78626, a place readily accessible to the general public as required by law, on the day of , 2020, at , and remained so posted for at least 72 continuous hours preceding the scheduled time of said meeting. Robyn Densmore, City Secretary Page 3 of 192 City of Georgetown, Texas City Council Workshop June 23, 2020 SUBJECT: Presentation and discussion on future considerations of 1) Resolutions of no objection and 2) Resolutions acknowledging that Georgetown has more than two times the average per capita amount of Housing Tax Credit units for KCG Development to apply for Housing Tax Credits for the construction of 206 units of affordable housing for families to be known as Espero Landing, and 144 affordable and market rate units for seniors to be known as Asperanza Heights, located at Sam Houston Ave. and Bell Gin Rd. -- Susan Watkins, AICP, Housing Coordinator ITEM SUMMARY: Background In 2016, City Council adopted a Housing Tax Credit (HTC) resolution request review process, which includes both the 4% and 9% LIHTC application types. KCG Development, a Multi -family (MF) developer, is seeking 4% HTCs for the construction of 206 units of affordable housing for families to be known as Espero Landing, and 123 affordable and 21 market rate units for seniors to be known as Asperanza Heights. The Texas Department of Housing & Community Affairs requires the City Council to approve two resolutions for each development for the developer to submit an application for 4% Housing Tax Credits. City of Georgetown Resolution Request Process As part of the 2016 Work Plan, the Housing Advisory Board updated the City of Georgetown Housing Tax Credit (HTC) resolution request process. On September 27, 2016, City Council approved a HTC process that requires applicants requesting a resolution to conduct public outreach to the surrounding neighborhoods, meet specific deadlines and provide a letter of intent with detailed information about the project. Resolution Request Ina Spokas and CJ Linter of KCG Development, a Multi -family (MF) developer, are seeking 4% HTCs for the construction of 206 units of affordable housing for families to be known as Espero Landing, and 123 affordable and 21 market rate units for seniors to be known as Asperanza Heights for a portion of the Saddlecreek development located at the northwest corner of Sam Houston and Bell Gin Road. The property is zoned Planned Unit Development with an allowed multi -family use. KCG Development is proposing a tax exemption through partnership with a Housing Finance Corporation, meaning the parcel will not generate real estate taxes for the City. The developer submitted an application requesting for Resolutions of "No Objection" and the Two Times Acknowledgement resolutions to the Housing Coordinator on May 4, 2020. The application submitted is attached as Exhibit 1 - KCG Application for HTC Resolutions.The application submission was complete as outlined in the table below. Application Requirements Received Application Form x Zoning verification x Public Outreach Plan x Draft Resolutions (Two-times and Support) x Letter of Intent with Detailed Information x The developer presented the project at the June 15, 2020 Housing Advisory Board meeting and wishes the request to be considered at the July 14, 2020 city council meeting. The approved Public Outreach Plan (attached as Exhibit 2) includes: Two public meetings o Virtual meetings at the below times: Page 4 of 192 Letters Signage Ads • Meeting #1 June 12th at 5PM CST • Meeting #2 July 10th at 5PM CST o KCG contacted residents in the %z radius of the site via mail o Sign posted at site with meeting times and applicant contact information o KCG engaged the SaddleCreek HOA to have both meeting notices disseminated to residents via an Email Blast and via publication on the HOA Website Public Meeting #1 The developer held the first required public meeting virtually on Friday, June 12th at 5:00 PM. Approximately 80 participants joined the meeting. The developer presented information about the project and answered questions regarding the developments. Housing Advisory Board meeting June 1 S, 2020 The application for the HTC resolution request was reviewed by the Housing Advisory Board on June 15, 2020 at a meeting held at the Georgetown Public Library. Two board members participated viaphone (1 member only for part of the meeting), and 5 board members were in person at the meeting. The Board members made separate motions for each resolution type. The outcome of the Board meeting was: 1. Recommendation to approve the resolutions acknowledging Georgetown has two times the state average per capita number of housing tax credit units. 2. Recommendation to not approve resolutions of no objection. The board members stated they did not have enough information on the proposed tax exemption or a proposed non-profit partnership for the development. Fourteen members of the public were present and four signed up to speak. Resident statements included: • Residential developer communicated property would never be developed • Tax exemption is not appropriate if homeowners are required to pay • Concern of proximity to affordable housing KCG Development has provided additional information in response to questions the Housing Advisory Board asked at their June 15, 2020 meeting (see Exhibit 3 — KCG Development Additional Information). 2030 Comprehensive Plan The 2030 Comprehensive Plan Update adopted on March 10, 2020, includes policies in the Housing Element to support the goal to "Ensure access to diverse housing options and preserve existing neighborhoods, for residents of all ages, backgrounds and income levels." Policy H.5 of the Housing Element is: H.S. Support and increase rental choices for low-income and workforce households, unless the housing is substandard. o Increase rental choices for workforce households through support of LIHTC development and providing incentives in development regulations, agreements and negotiated standards. The applicant's request is consistent with the housing policies by increasing rental choices for low income and workforce households. Additionally, the housing diversity section of the Housing Element recommends promoting additional housing types to accommodate a range of ages, incomes, and lifestyles to address the challenge of limited available housing choices in Georgetown. The 2030 Plan Implementation chapter outlines three implementation strategies for achieving the goals of the plan: regulatory framework, decision framework and plans, programs and partnerships. The chapter lists actions for each policy. A decision framework action for Policy H.S. is: • H.5.b. Support the Low -Income Housing Tax Credit (LIHTC) developments that meet the City's defined process. Recommending the applicant's request for resolutions if found to meet the City's define process supports the 2030 Plan's implementation strategy and action step for the housing policy that addresses rental choices for low-income and Page 5 of 192 workforce households. Low -Income Housing Tax Credit Program The Low -Income Housing Tax Credit (LIHTC) program, created in 1986, is a federal housing development program and is the largest source of new affordable housing in the United States. The LIHTC subsidizes the acquisition, construction, and rehabilitation of affordable rental housing for low and moderate -income tenants. The Texas Department of Housing and Community Affairs (TDHCA) allocates housing tax credits under a 4% and 9% program, each with different funding sources and application requirements. Rules for the programs are outlined annually in the Qualified Application Plan (QAP). The state approves the QAP each fall and awards for the 9% program are generally allocated the following July. Awards for the 4% program considered on a rolling basis. 4%HTCprogram (non-competitive) The 4% HTC is a non-competitive program that uses tax-exempt bonds as a component of project financing. Applications for the 4% HTC program require a "Resolution of No Objection" from the city and/or county where the project is located. Applications for the 4% HTC program can be submitted to TDHCA throughout the year. Twice the State Average Per Capita In order to submit an application for Housing Tax Credits, the developer is also required by the State to obtain a resolution from Georgetown acknowledging that the city has more than two times the state average per capita amount of Housing Tax Credit units. In Texas, there is an average of 0.0097 tax credit units for each state resident. In Georgetown, we have 0.027 units per person, 2.82 times the average amount of statewide units of tax credit. The table below compares the surrounding counties and cities. No county in Texas has more than twice the state per capita number of units. Each year the State releases a Site Demographic Characteristics Report that lists each place (city), their population and number of housing tax credit units, and whether the place has 2x Per Capita. The numbers represented below are from the State of Texas 2020 Qualified Application Process and are the numbers used by the State and City to evaluate the ratio of population to number of housing units. The Site Demographic Characteristics Report 2020 uses the American Community Survey 2013-2017 5-year population estimates. The number of units are from TDHCA's inventory of tax credit developments (as of November 7, 2019 TDHCA Board meeting). 2020 All All Unit All Units Place All All Unit All Units Place > Place > 2x Place Place Name Place Per Cap Place/TX Place Per Cap Place/TX 2x Per pomd on Per population LALUnits P1 Per Cap Capita Units P1 Hutto 18,839 50 0.00265 0.28466 No 22,644 50 0.00221 Round Rock 106,972 736 0.00688 0.73794 No 116,369 1277 10.01097 er Cap Capita 0.22717 No 1.12896 No Kyle 30,664 376 0.01226 1.31514 No 36,929 700 0.01896 1.95009 No Leander 30,040 370 0.01232 1.32104 No 40,338 538 0.01334 1.37212 No Cedar Park 58,088 868 0.01494 1.60268 No 70,010 868 0.01240 1.27551 No Austin 864,218 16,237 0.01879 2.01510 Yes 916,906 20,604 0.02247 2.31181 Yes Pflugerville 52,138 1022 0.01960 2.10238 Yes 58,013 1022 0.01762 1.81239 No Georgetown 535007 1539 0.02903 3.11401 Yes 63,062 1731 0.02745 2.82393 Yes Salado 1,681 50 0.02974 3.19019 Yes 2,469 50 0.02025 2.08341 Yes Liberty Hill 1,416 211 0.14901 15.9820 Yes 15012 211 0.20849 21.4499 Yes 7 FFM701 All Cnty ty CounCounty Units UnitsCnty> All Per County population Per 2x Per County Cap/ TX population Units Capita Capita Units Units Cnty Per Cap Bell 321,591 1786 0.00555 0.59565 No All Units Cnty Per Units Cnty> Capita Per Cap/ 2x Per Cnty TX Units Capita Per Cap No Page 6 of 192 336,506 2,037 0.00605 0.62276 Milam 24,388 180 0.00738 0.79161 No 24,479 180 0.00735 0.75649 No Williamson 457,218 4449 0.00973 1.04365 No 508,313 5,350 0.01052 1.08279 No Burnet 43,911 488 0.01111 1.19196 No 45,017 488 0.01084 1.11523 No Travis -------------- 1,092,810 --------------- 16929 -------------------------- 0.01549 1.66150 No ------------------------------------ 1,176,584 21,468 ------------------------------------------------ 0.01824 1.87712 No Findings Staff finds the application to be complete and further the goals of the 2030 Comprehensive Plan. FINANCIAL IMPACT: The developer is seeking a tax exemption for this development. SUBMITTED BY: Susan Watkins, AICP, Housing Coordinator ATTACHMENTS: KCG HTC Presentation Exhibit 1 - KCG Application for HTC Resolutions Exhibit 2 - Approved Public Outreach Plan Exhibit 3 - Additional information from KCG Development Page 7 of 192 EST 1848 GE0RGETOWN TEXAS Housing Tax Credit Resolution Request June 231 2020 Page 8 of 192 _ EST 1848 -GEOR EEXAS WN Purpose • Review Housing Tax Credit resolution request process and developer application Page 9 of 192 EST 1848 �GEORGETOWN TEXAS Feedback Requested Do you need more information from developer or staff about this request before the 7/14 City Council regular meeting? Page 10 of 192 EST. 1848 -GEORGETOWN TEXAS Agenda • City of Georgetown Housing Tax Credit Resolution Request process overview • Conformance with 2030 Comprehensive Plan • LIHTC projects in Georgetown • Project application and status • Feedback Page 11 of 192 GEORGETESTOWN TEXAS Low Income Housing Tax Credit Programs • Administered by the Texas Department of Housing & Community Affairs (TDHCA) • 2020 Qualified Allocation Plan (QAP) • 4% Housing Tax Credits (HTC) • Non-competitive • Must use tax-exempt bonds • Developer can apply all year • Covers approximately 30% of development cost • Generally serves 60% AMI population — can serve 30-80% AMI Page 12 of 192 • 9% Housing Tax Credits (HTC) • Competitive • limited allocation • March 1 app, July award • Can cover roughly 70% of development cost • Serves 30%-80% AMI population EST 1848 GE0RGETOWN TEXAS City of Georgetown HTC Resolution Request process overview Page 13 of 192 HTC Resolution Request Process • Council updated process in 2016 • Includes: • Application form • Zoning verification or rezoning application number • Staff approved Public Outreach Plan • Draft resolutions (Two-times and Support) • Letter of Intent with detailed information EST 1848 GEORGETOWN TEXAS HOUSING TAX CREDIT CiEOR EI�OWN REsown0N OF SUPPORT REQUEST ne•egn« r,..nnperr.� rna.d.l. navembergl. ^JIl9 4°Von-Cnmpeoove tia veekxlaefurc tl+e Hwung.Ad.iv+�6nm hleeong "Ihc I bu.ing.Adiso�Ibard rcgubdy mess tl+e tldni M1bMae of nc� montl+af .i:]0 p.m of d+c I lismdc I:gh+S R'alenmdo 6+olding (406 K'.8^ Smery. 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Appfix Thernllrwingi+ems arc'c9'°xdf r•nhmilW If ngrrc:led v�fomwli�m is nunmpr fhe xpppliceoon m•r nol be xc pied. .ipplicvonn Form • / ing.ed( soon nr rcxnrvng applicaom+numher • puNic ()mreacb l9m • IheR Reminooes (ruoomea mdsppnrry • I.r1uTo(Iniml nigh nemdnl lnf m•Iwv 'Ilh•IIroning 313AMmdinah nimg(4 rnkgmv: —�gru nn •m reyurc�ncnnplease call for an apryzntmem rn dix _ r npplicawm Faw 144 Page 14 of 192 EST 1848 �GEORGETOWN TEXAS Public Outreach required • Two public meetings • Outreach to residential neighborhoods within % mile of the site • letters • signage • ads Page 15 of 192 INVENTORYLIHTC l ��� .kApartments WS Et r M Eller, Merritt Heritage .� 6 �6 Kaia Pointe ' I TTT ml HH bwl it� r l s Tr! .410 -. -avow Live Oak EST 1848 GE0RGETOWN TEXAS LIHTC developments with Tax Exemption • 100% tax exemption • 50% tax exemption • Mariposa Apartment Homes (4%) • Merritt Heritage (9%) • Cypress Creek (4%) • Oaks at Georgetown (9%) • Gateway Northwest (4%) • San Gabriel Senior Village (9%) • Georgetown Place (9%) • Shady Oaks (9%) Page 18 of 192 EST 1848 GEORGETOWN TEXAS 2030 Plan Goals, Policies & Implementation Strategies Page 19 of 192 2030 Plan —Housing goal 2030 Goal Ensure access to diverse housing options and )reserve existing neighborhoods, for residents of all ages, backgrounds and income levels. Page 20 of 192 EST 1848 GEORGETOWN TEXAS Policy Themes Support Affordability Increase existing consumer neighborhoods choice Preservation Diversity EST. 1848 GE0RGETOWN TEXAS 2030 Plan Housing Policies & Implementation Strategies Policy H.5 Support and increase rental choices for low-income and workforce households, unless the housing is substandard. • Support existing rental choices for low-income households and workforce households as identified in the housing inventory (Appendix P: Housing Inventory). • Increase rental choices for workforce households through support of LIHTC development and providing incentives in development regulations, agreements and negotiated standards. • Substandard housing is defined through coordination with Code Enforcement and Chief Building Official. Page 21 of 192 EST 1848 GEORGETOWN TEXAS 2030 Plan Housing Implementation Strategies Goals,- Goal 6: Ensure access to diverse housing options and preserve existing neighborhoods for residents of all ages, backgrounds and income levels. Policy H.5 Support and increase rental choices for low-income and workforce households unless the housing is substandard. Y H.S.b. Support the Low -Income Housing Tax Credit (LIHTC) developments OG $ Planning 0 o that meet the City's defined process. Page 22 of 192 Housing Subarea Profile Figure 132. Subarea 14 Housing Profile Figure 133. Subarea 14 Boundaries Vacant Land Analysis Vacant acres 1Tm Vacant acres outside floodplain 11,913 Housing and Household Charactermfics Subarea. Planning Area Muhl -family (%) 2 17 Renters (%) 18 22 Median household income $72,385 $81,219 Area median Income (%) 84 94 Tenure - owner 10 9 Tenure -renter 2 3 Household size 2.85 2.47 Median lot size 1.00 0.23 Price per sq. ft. $143 $146 Page 23 of 192 n - GEORGETOW TEXAS EST 1848 GEORGETOWN TEXAS KCG Development Resolution Request Page 24 of 192 L Application Submitted (6 weeks prior to HAB meeting) - May 4, 2020 HAB Review and recommendation —June 15, 2020 Neighborhood meetings (2 with one three weeks prior to Council action) City Council review and approval —June 23 and July 14, 2020 Resolution of Support or No Objection for inclusion in application EST 1848 GEORGETOWN TEXAS HTC Resolution Request Application Application Requirements Received Application Form X Zoning verification X Public Outreach Plan X Draft Resolutions (Two-times and Support) X Letter of Intent with Detailed Information X Page 26 of 192 EST. 1848 GE0RGETOWN TEXAS Project Summary • 206 income restricted units for b families - Espero Landing d • 144 affordable and market rate units for seniors - Asperanza Heights • Tax exemption through nonprofit partnership with Capital Area Housing Finance Corporation (CAHFC) o Page 27 of 192 _o- EST. 1848 GE0RGETOWN TEXAS Project Summary Espero Landing: Projected Rent & Unit Mix 1 11 800SF 3S% 71 2 2 1,000 SF 50% 103 3 2 1,200SF 15% 32 Total 206 30% of AMI 12 - $484 6 - $576 6 - $656 11.65% 50% of AMI 22 - $839 16 - $999 12 - $1,148 24.27% 60% of AMI 26 - $1,016 58 - $1,212 2 - $1,394 41.75% 80% of AMI 11- $1,193 23 - $1,425 12 - $1,640 22.33% Note: rents shown are 'Net Rents' i.e. actual amount paid after Utility Allowance Page 28 of 192 EST 1848 �GEORGETOWN TEXAS Resolution Request Two resolutions needed per development: 1) a Resolution of no objection 2) a Resolution acknowledging that Georgetown has more than two times the average per capita amount of Housing Tax Credit Page 29 of 192 EST 1848 GE0RGETOWN TEXAS Resolution of No Objection • Required by TDHCA QAP • Council options: • Approve — applicant can submit application to TDHCA • Deny — applicant cannot submit application to TDHCA Page 30 of 192 Twice State Per Capita Calculation HTC Units Per Capita = Sum of LIHTC Units TX Population Est. EST. 1848 GE0RGETOWN TEXAS Twice State per capita = .0097 *2 = .0194 Cityof Georgetown = 11731 g 63,062 Page 31 of 192 _ .027 266,524 = .0097 27,419,612 EST 1848 -GEORGETOWN TEXAS Public Outreach • Two public meetings • Virtual meetings at the below times: ✓Meeting #1 June 12th at 5PM CST • Meeting #2 July 10th at 5PM CST • Letters ✓KCG will contact residents in the % radius of the site via mail • Signage ✓Sign posted at site with meeting times and applicant contact information • Ads ✓KCG will engage the SaddleCreek HOA to have both meeting notices disseminated to residents via an Email Blast and via publication on the HOA Website Page 32 of 192 _ EST 1848 GEORGETOWN TEXAS Public Meeting #1 • Friday, June 10, 2020 • Virtual meeting via Zoom • Approximately 80 total participants in meeting (including developer and city staff) Page 33 of 192 EST 1848 GE0RGETOWN TEXAS Housing Advisory Board 6/15 Meeting • Held at Georgetown Public Library • 14 members of the public present • 4 signed up to speak • Public comment • Residential developer communicated property would never be developed • Tax exemption is not appropriate if homeowners are required to pay • Concern of proximity to affordable housing Page 34 of 192 EST. 1848 GE0RGETOWN TEXAS Housing Advisory Board 6/15 Meeting • 2 board members on the phone (1 member only for partial meeting), 5 board members in person • Board requested separate motions for each resolution type • The Board recommended Council approve two times acknowledgment resolutions • The Board recommended Council recommended to not approve the resolutions of no objection with questions regarding: • tax exemption • lack of information on possible non-profit partnership(s) Page 35 of 192 EST 1848 �GEORGETOWN TEXAS Feedback Requested Do you need more information from developer or staff about this request before the 7/14 City Council regular meeting? Page 36 of 192 KCG DEVELOPMENT Susan Watkins, AICP Housing Coordinator Planning Department City of Georgetown 406 W. 8th Street Georgetown, TX 78626 LETTER OF INTENT: DEVELOPMENT OF ESPERO LANDING AND ASPERANZA HEIGHTS IN GEORGETOWN, TEXAS — REQUEST FOR HOUSING ADVISORY BOARD REVIEW & CITY COUNCIL RESOLUTIONS Dear Ms. Watkins: KCG Development, LLC ("KCG") is proud to bring to the Housing Advisory Board a multi -phase development proposal for the Georgetown Community - Espero Landing, 206 units of affordable housing for families, and Asperanza Heights, 144 affordable and market rate units for seniors. The two communities are to be developed simultaneously on 16 acres that is part of the larger Saddlecreek PUD and will be the first multifamily portion of this rapidly growing neighborhood. This opportunity aligns with the recently updated Georgetown Comprehensive Plan, provides a unique opportunity for trans -generational living and closes the gap between the supply and demand for affordable housing in the community — which is more pressing now than ever in light of the long term economic impact COVID-19 has and will continue to have in the future. Both of the proposed communities are well -aligned with the City's Comprehensive Plan goals — which clearly identifies a need for more diverse, accessible and affordable housing. Asperanza Heights will provide mixed income senior housing, with affordable and market rate options, to close the gap between supply and demand that exists in the community. Espero Landing will increase accessibility and affordability of housing by providing housing to a wide range of income bands utilizing Income Averaging. This will provide affordable options for Georgetown community members who earn between 30 to 80% of Area Median Income ("AMI"). Those between 60-80% of AMI are often without housing that meets their budget as they exceed the standard limit of 60% of AMI that most affordable communities are limited to — leaving a gap in the supply of true "workforce housing". Given that the Comprehensive Plan found that 51% of Georgetown renters pay over 30% of their income towards housing and 21% pay over 50% of income for housing — it's clear that housing opportunities at a variety of income levels are needed for sustainable growth of the local community. The opportunity for trans -generational multifamily development, pairing a family and senior housing on the same site, will yield tremendous community benefits. Families in Espero Landing and residents of the single family community of Saddlecreek can live side by side with their older relatives — preserving the independence of Asperanza Heights' senior residents while keeping families connected and engaged with one another. Synergies with resident supportive services KCG Development 9333 North Meridian Street, Suite 230 I Indianapolis, Indiana 146260 1 (317) 708-0943 www.kcgcompanies.com Page 37 of 192 and enhanced community engagement will also occur, preventing senior residents from becoming disconnected from the larger community and allowing them to "age -in -place". The clear need for more diverse housing and the benefits it will yield for the Georgetown community are both exponentially increased in light of the present and long term economic impacts of the COVID-19 pandemic. This pandemic has made the extent to which communities rely on "essential workers" — who by and large would qualify for affordable housing — inarguably clear, reigniting the discussion around how community growth and economic policy should adapt to meet the needs of these vital individuals. From grocery clerks to delivery drivers, EMTs and even Georgetown Public Service Employees — these essential members of the community bring critical value that has been long overlooked. Espero Landing and Asperanza Heights will ensure that those who we rely on every day, and these days more than ever, have housing opportunities that do not leave them cost burdened and unable to live within their means. Equal housing opportunities for all is the definition of a "hand up, not a handout", providing direct and immediate benefits not only to residents but to the Georgetown community as a whole. Please accept this letter on behalf of KCG as a formal request for review by the Housing Advisory Board and to be reviewed for approval and issuance of a Resolution of No Objection by Georgetown City Council at the next meeting agenda for the development of Espero Landing and Asperanza Heights. KCG is currently under contract to purchase 16.2 acres located at 200 Carlson Cove — part of the larger Saddlecreek PUD. It will be financed via non-competitive (4%) housing tax credits ("HTC's") administered by the Texas Department of Housing and Community Affairs ("TDHCA") and tax-exempt bonds issued by Capital Area Housing Finance Corporation ("CAHFC"), along with conventional debt. A resolution of No Objection is being requested in accordance with Texas Government Code, §2306.67071, which calls for applications for developments financed through the private activity bond program to provide such resolutions. Each development will require a separate resolution. Our request for the city resolution will also need to include Authorization for the Allocation of Housing Tax Credits in municipalities with more than twice the state average of units per capita. This is being requested in accordance with Texas Government Code, §2306.6703(a)(4). Sample resolutions for both are attached. Sincerely, Ina Spokas Vice President of Development 5/4/2020 Page 1 2 Page 38 of 192 Site Plan & Common Amenities: Attached to this request is a preliminary site plan encompassing both Espero Landing and Asperanza Heights and renderings for each. Until public outreach can be completed, KCG has limited the illustration of design finishes in the site plan due to a desire to incorporate feedback from community leaders and citizens of the surrounding area. Final determinations regarding common amenities have not been made, however the below are what is anticipated at each property at this time. If any changes are made, the final selections will meet or exceed the requirements of both TDHCA and Georgetown's UDC requirements. Espero Landing Common Amenities: • Leasing & Service Office • Secured Entry ■ Furnished Private Fitness Center ■ Children's Playscape • Ping Pong Table, Shuffleboard or Pool Table ■ Swimming Pool ■ Full Perimeter Fencing ■ Enclosed Community Sun Porch ■ Dog Park ■ Lighted Pathways Along Accessible Routes ■ Gazebo with Sitting Area • BBQ Grills & Picnic Tables ■ Business Center with Workstations, Printer and Internet Access ■ Furnished Community Room • Library ■ Community Kitchen/Dining Room ■ High Speed Wifi in Clubhouse Asperanza Heights Common Amenities: ■ Leasing & Service Office • Secured Entry ■ Furnished Private Fitness Center ■ Swimming Pool ■ Full Perimeter Fencing ■ Enclosed Community Sun Porch ■ Dog Park ■ Lighted Pathways Along Accessible Routes • Gazebo with Sitting Area ■ Activity Room with Supplies — Arts & Crafts, Board Games, etc ■ BBQ Grills & Picnic Tables • Furnished Community Room ■ Community Kitchen/Dining Room ■ High Speed Wifi in Clubhouse Unit Amenities and Green Features: The final array of unit amenities and energy -saving features at the development are also being finalized, but the current proposal for both Espero Landing and Asperanza Heights includes those typically available at KCG properties. These include: covered entries, storage rooms, covered patios or balconies, nine -foot Page 13 Page 39 of 192 ceilings, washer/dryer connections, full appliance packages with self-cleaning ovens, Energy —Star dishwashers and refrigerators, and sink disposals. In addition, units will feature Energy -Star lighting and ceiling fans, Energy Star rated low-e thermal windows, high efficiency/water conserving plumbing fixtures for toilet, showerheads, and faucets, and at least 14 SEER HVAC systems. Performance standards are the Texas Health and Safety Code, Chapter 372 and the EPA's WaterSense Label. Additional green building features proposed are native trees and plants that reduce irrigation requirements and a sprinkler system with rain sensors. A water well is planned for the irrigation system to reduce the overall consumption of non -potable water. Accessibility: The development will provide all necessary accessibility features via compliance with all applicable federal, state, and local requirements regarding accessibility, including but not limited to fair housing laws, including Chapter 301, Property Code, Title VIII of the Civil Rights Act of 1968 (42 U.S.C. §§3601 et seq.), the Fair Housing Amendments Act of 1988 (42 U.S.C. §§3601 et seq.); the Civil Rights Act of 1964 (42 U.S.C. §§2000a et seq.); the Americans with Disabilities Act of 1990 (42 U.S.C. §§12101 et seq.); the Rehabilitation Act of 1973 (29 U.S.C. §§701 et seq.); Fair Housing Accessibility; and the Texas Fair Housing Act. The development will be designed to be consistent with the Fair Housing Act Design Manual produced by HUD, and the Texas Accessibility Standards. The development will also meet 2010 ADA standards with the exceptions listed in "Nondiscrimination on the Basis of Disability in Federally Assisted Programs and Activities" Federal Register 79 FR 29671. In general this requires that 5% of the units (11 will meet Uniform Accessibility Standards ("UFAS") and 2% of the units will be accessible to the hearing and visually impaired — this translates to the below for each community: Espero Landing (Family) - 11 (5%) Units designed to Uniform Accessibility Standards - 5 (2%) Units designed to Hearing/Visual Standards Asperanza Heights (Senior) - 8 (5%) Units designed to Uniform Accessibility Standards - 3 (2%) Units designed to Hearing/Visual Standards Unit Mix, Rent Limits & Affordability Period: Below outlines the Unit Mix & Projected Rent Levels for each community. The TDHCA Maximum Rent and Income Limits for each community are attached to this submittal. Please note that the TDHCA Rent Limits attached do not account for Utility Allowances, which further reduces the "maximum rent" that can be charged to provide for the cost of utilities to the tenants. Espero Landing (Family) Unit Mix & Projected Rent Levels Bedrooms Bathrooms Area sf % of Total Total 1 1 800 35% 71 2 2 1000 50% 103 3 2 1200 15% 32 Total 100% 1 206 Page 14 Page 40 of 192 Projected Bedrooms Unit Type Set -aside Units Rent 1 LIHTC 30% 12 501 1 LIHTC 50% 22 867 1 LIHTC 60% 26 979 1 LIHTC 80% 11 1,372 2 LIHTC 30% 6 594 2 LIHTC 50% 16 1,033 2 LIHTC 60% 58 1,168 2 LIHTC 80% 23 1,639 3 LIHTC 30% 6 680 3 LIHTC 50% 12 1,188 3 LIHTC 60% 2 1,320 3 LIHTC 80% 12 1,887 KCG is targeting a wide range of income bands in an effort to provide for underserved families and individuals in the Georgetown community as the vast majority of the City's affordable housing inventory is set to 60% of Area Median Income. This will be extremely beneficial for citizens earning between 60% and 80% of Area Median Income as often are forced to pay market rate rents due to extremely limited affordable options for those over the 60% level. The same goes for renters making 30% or less of Area Median Income, who often end up paying 60% rent levels despite earning significantly less. Asperanza Heights (Senior) Unit Mix & Projected Rent Levels Bedrooms Bathrooms Area sf % of Total Total 1 1 800 35% 50 2 2 1000 65% 94 Total 100% 144 Bedrooms Unit Type Set -aside Units Projected Rent 1 LIHTC 60% 40 979 1 Market N/A 10 1,250 2 LIHTC 60% 83 1,168 2 Market N/A 11 1,600 Page 1 5 Page 41 of 192 Impact on Georgetown ISD Schools — Espero Landing Only: According to the Naperville model, a matrix that is widely used to predict the number of school age children that will live in a multifamily development, the family tenancy of Espero Landing will result in approximately 42 school -age children living in the apartment community. The analysis supporting this calculation is attached. KCG has reached out to Georgetown ISD to make them aware of the development plans so that they can plan accordingly and accommodate any additional students for the district as a result of this new development. The site has proximity to both Jim Mitchell Elementary and George Wagner Middle School. KCG has reached out to GISD to begin conversations of Espero Landing's potential impact on the school system. Zoning: The site is part of the Saddlecreek PUD. This particular tract has the allowed use of MF-2 (multifamily) up to 350 units for the 16.2 acre parcel (21.6 units/acre). The PUD Ordinance (#2015- 58) is attached, as well as the application for a zoning verification letter and its supporting documents. Financing: Total costs as currently projected are at nearly $70MM for both communities — roughly $41.5MM for Espero Landing and $28.3MM for Asperanza Heights. Capitol Area Housing Finance Corporation ("CAHFC") will act as the issuer of tax-exempt bonds in the amount of approximately $50MM — with both developments financed via the same bond issuance. The bonds are anticipated to be privately placed and remain outstanding for 40 years. Construction and permanent financing will be provided through a Freddie TEL Tax Exempt Bond structure. In addition, between the two communities approximately $16MM in equity ($10MM for Espero Landing and $6MM for Asperanza Heights) will be provided via syndication of the housing tax credits. Remaining costs will be covered by rental income and deferment of developer fees. The property is currently vacant land so no known capital improvements are required at this time and it is not under contract with any other funding programs. Affordability Period: Per TDCHA regulation both properties will remain affordable for a minimum of 30 years. Tax Exemption: Through partnership with a Housing Finance Corporation, a tax exemption is proposed and required for financial viability of the developments. As noted in the City's Comprehensive Plan, "Building low income housing in a community like Georgetown can be difficult, especially because central, well-connected housing tends to represent high value land." This is the situation KCG faces with the site, where cost to acquire the land makes the development financially infeasible without a tax abatement. This means the parcel will not generate real estate taxes for the City, however it also means KCG is not requesting any fee waivers or for any sort of financial assistance from the City. It also ensures that residents, most of whom will relocate from within the City where they are paying rental rates that leave them cash strapped and living "month to month", will now have excess disposable income to put back into their community. Other Financial Impact on City of Georgetown: KCG expects the majority of residents to relocate from within the City, many of whom currently are paying market rate levels for housing. By relocating to homes within their budget, the City will benefit from residents with excess free cash — translating to added sales tax income and decreased burden on City provided social programs and services as affordable housing provides a "hand up, not a handout" to residents. Page 16 Page 42 of 192 Utility Consumption: KCG has engaged a Civil Engineer to assist in the site planning and design process, in coordination with our in-house architecture design team. An assessment based on the projected unit mix indicates that the two communities will require approximately 174 LUEs for water and wastewater. Due to location, the site will be served by Jonah Water and City of Georgetown Wastewater. Off -Site Capital Improvements: The only known improvements required at this time will be to extend Water and Wastewater lines to the site. Additional Letter Requests from City of Georgetown for TDHCA: Only a Utility Availability Letter will be required from the City Utility Systems regarding the site location being within the service area for wastewater. TDHCA Scoring Criteria: This development will be financed with non-competitive (4%) housing tax credits, and therefore the application is not "scored" in the same manner as the competitive (9%) applications. However, the application does need to meet several threshold criteria in order to be eligible for funding. Those criteria relate to the suitability of the site and the surrounding neighborhood, the amenities and services provided at the community, the experience of the developer/owner, and the financial feasibility of the project. KCG is confident that both communities will meet all the necessary requirements to receive an award of 4% credits. Letters of Support: Attached are Letters of Support ("LOS") from selected past KCG developments across Texas as well as letters for Espero Landing and Asperanza Heights, as outlined below: ■ Espero Landing & Asperanza Heights — Georgetown - LOS from the Georgetown Boys & Girls Club ■ Vista Bella — Lago Vista - LOS from State Representative Paul D. Workman ■ The Station at 9150 — Houston - LOS from City Councilman Robert Gallegos ■ Hapori Heights — Houston - LOS from City Councilman Robert Gallegos Public Outreach Plan: As mentioned previously, the land is within the Saddlecreek PUD, which has an HOA in place for the single family developments that comprise the land adjacent to the proposed multifamily developments. KCG has already begun preliminary discussions with the Saddlecreek HOA but will wait for approval of the Public Outreach Plan to begin formal discussions, particularly in light of the current COVID-19 situation. Discussions with City Planning have indicated that virtual Public Outreach is the most prudent method — an approach KCG has experienced great success with on other developments both prior to and during COVID-19. An outline of the KCG protocol for virtual public meetings is attached for the review and approval of the Housing Advisory Board. As the COVID-19 situation develops and once the plan is approved, the meeting dates will be set in coordination with the Saddlecreek HOA and City staff and will be advertised as appropriate - directly to the HOA, local newspaper, and/or postings at local libraries, schools, or other public venues. Overview of KCG Development & Similar Projects: KCG Development was formed in 2015 with a single purpose: to build vibrant communities that offer all residents an enhanced quality of life and a proud place to call home. Founded on the guiding principle that positive social impact and profitable development are not mutually exclusive, we strive to advance and redefine standards for superior -quality sustainable communities. Page 1 7 Page 43 of 192 Our unique approach combines a clearly defined vision with an unwavering commitment to deliver on our promises. Through the development and operation of each community, we focus on maximizing the environmental, social, and financial returns for our residents and partners. Our team is comprised of motivated, seasoned real estate professionals with expertise in economic development, multifamily design, construction, and finance. Collectively throughout our careers, we have developed, financed and built more than $2 billion of multifamily rental housing. We rely on our combined expertise and experience to create unique delivery solutions for each project. Rather than take a "one -size -fits -all" approach to development, we engage and collaborate with community stakeholders to build sustainable, active communities. The KCG team has successfully planned, developed, rehabilitated, built and / or managed many different types of communities including mixed -use, mixed -income, transit -oriented, green building, historic rehabilitations, military housing, senior, and both market -rate and work -force housing. KCG's strong track record is a testament to our integrity, responsiveness, transparency and collaboration. To date, KCG has developed nearly 1200 units nationwide with several hundred more units on track to close in the near future. Following is an overview of the 4 Texas affordable housing communities in KCG's portfolio as well as those set to close in the near future: ■ Vista Bella — Lago Vista - 72 Unit Family Community - Status: Stabilized • Hills at Leander — Leander - 228 Unit Senior Community - Status: Under Lease Up ■ Legacy Ranch @ Dessau East — Fort Dessau - 232 Unit Senior Community - Status: Under Construction ■ Bellfort Park Apartments — Houston - 64 Unit Family Community - Status: Occupied & Under In -Place Renovation The below developments encompass the balance of KCG's Texas existing pipeline: • Blue Water Gardens - 4% Acquisition/Renovation of 132 existing Section 8 units - Targeted for August 2020 closing The Station at 9150 - 4% New Construction of 180 units - Targeted for Q1 2021 closing Hapori Heights - 4% New Construction of 130 units - Targeted for Q1 2021 closing KCG also has several properties nationwide — for a full overview of the company's portfolio visit kcgcompanies.com/portfolio. KCG's development entity, KCG Development, LLC, has never had a name change. However since inception in 2015, KCG has reorganized and grown into a vertically integrated development, design and construction firm operating under the KCG Companies, LLC umbrella. KCG Companies is comprised of KCG Development, LLC, KCG Design, LLC and KCG Construction, LLC. Overview of Capstone Property Management: Capstone Real Estate Services, Inc. ("Capstone") is a full -service, third -party management firm presently managing approximately 40,000 multi -family units. Founded in 1969, Capstone maintains 14 offices across 6 states and employs approximately 850 people in the field of Page 18 Page 44 of 192 property management. With a portfolio spanning more than 75 cities, Capstone ranks as one of the 15 largest third -party management firms in the nation. Capstone has significant experience with affordable housing units similar to the communities KCG is proposing at Espero Landing and Asperanza Heights. Currently, Capstone manages affordable communities totaling over 23,000 units. This includes the LIHTC Program, the RTC/AHDP Affordable Housing Program, Tax Exempt Bond, HOME, Section 8, Housing Trust Fund (HTF), Walker Program, Section 202 Elderly, Military Rent -Restricted, Public Housing, and more. To better serve its clients, Capstone has a Compliance Department to effectively monitor properties it manages with governmental reporting requirements. Capstone is currently ranked by NAHMA as the nation's 9th largest affordable housing management company, as well as the 7th largest LIHTC manager in the country. Capstone's apartment new construction management experience is extensive. The firm's new development background includes project design consulting, pre -construction planning, decor consulting, promotion and full lease up for 175+ properties totaling over 33,000 units in 60+ cities and 6 states since 1994. Our objective is to reach full occupancy and maximize the bottom line in the shortest time possible in accordance with the owner's investment parameters. About 75% of lease -ups have been completed in 9 months or less, with 51 % completed in under 6 months. Capstone has operated under the Capstone Real Estate Services, Inc. name since inception in 1969. Page 19 Page 45 of 192 HOUSING TAX CREDIT C;'EST. 1848 RESOLUTION OF SUPPORT REQUEST GEORGETOWN TEXAS Deadlines: 9% Competitive Tuesday, December 31, 2019 4% Non -Competitive Six weeks before the Housing Advisory Board Meeting The Housing Advisory Board regularly meets the third Monday of the month at 3:30 p.m. at the Historic Light & Waterworks Building (406 W. 8th Street). Please see the HTC Schedule for other requirements. Zoning: 9% Competitive If the zoning district for the property does not allow for multifamily/apartment development, you must initiate the rezoning process with the Planning Department by December 1, 2019. 4% Non -Competitive The property must have zoning entitlements for multifamily/apartments before the HTC can be considered by City Council. Public Outreach: Existing Rehabilitation -- No outreach is required. 9% and 4% New Construction The applicant must hold two public meetings, one at least three weeks before the City Council consideration. Outreach will consist of letters, signage and ads to residential neighborhoods within 1/2mile of the site. An outreach plan must be approved by the Housing Coordinator. Application: The following items are required for submittal. If requested information is missing, the application may not be accepted. ■ Application Form ■ Zoning verification or rezoning application number ■ Public Outreach Plan ■ Draft Resolutions (Two-times and Support) ■ Letter of Intent with Detailed Information The Housing Coordinator is available to advise you on any requirements. Please call 512-930-8477 or email housing@georgetown.org for an appointment to discuss your application. Page 46 of 192 Page 1 of 4 HOUSING TAX CREDIT eIT, 184s G EORGETOWN TEXAS APPLICATION PROJECT NAME: Espero Landing & Asperanza Hcights PROJECT INFORMATION Property Address: 200 Carlson Cove Zoning District: C-1 Acreage: 16.2 Total Number of Units: Espero Landing - 206 Asperanza Heights - 144 Affordability: 30% 50% 60% MarketSee LOI for Unit Mix Do you have site control or owner's consent to apply for Housing Tax Credits? Yes X No APPLICANT INFORMATION Company Name: KCG Development, LLC Contact Name: Ina Spokas 9333 North Meridian Street Suite 230 Address: City: Indianapolis State Indiana Zip: 46260 Work Phone: 463-204-8812 Cell Phone: 512-689-8812 Email: ina.spokas@kcgcompanies.com PROPERTY INFORMATION Owner Woodhull Ventures 2015, LLC Name(s): David Nairne Address: 9111 Jollyville Road Suite 212 City: Austin Work Phone: 512-226-8718 TX 78759 Cell Phone: 817-675-5084 Email: Michael. Gonzalez@berkadia.corn - note this is Broker for Owner, please contact for questions Applicant's Signature: a,- 4a&A2,d- Printed Name: Ina Spokas Date: 5/4/2020 By signing this form, the applicant authorizes the City of Georgetown to begin proceeding in accordance with the process for this request. The applicant further acknowledges that submission of an application does not in any way obligate the City to approve the application and that although City staff may make certain recommendations regarding this application, the decision making authority may not follow that recommendation and may make a final decision that does not conform to the staff's recommendation. Page 47 of 192 Page 2 of 4 esr.isaa GEORGETOWN TEXAS SITE INFORMATION HOUSING TAX CREDIT DETAILED INFORMATION Breakdown of unit types and rental rates by income level ® If in an existing program (not HTC) will rent levels change from existing? Architectural renderings of buildings. © Proposed site layout. ® Number of accessible units. © What ADA features are included? ® If the development includes market rate units, do these units differ from the income restricted units in any way? ® List the amenities included in individual units as well as those for the entire site. © Describe energy efficiency components that will be included. DEVELOPMENT AND MANAGEMENT COMPANY INFORMATION ® Will the management be in-house or a separate entity? ❑X Have there been any changes in company names or re -organizations? Provide history of similar projects developed and managed. ® How many tax credit projects have you developed in Texas? © Provide two letters of support from existing developments similar to the proposal. FINANCIAL INFORMATION ® Will the site have any property tax exemptions after development? ® What is the affordability period requirement for this project? ® Provide an analysis of the economic impact to the City (property tax increase, utility consumption, sales tax base). © Will this development require off -site capital improvements? OTHER INFORMATION ® Please provide an analysis on how your project will impact the school district and provide any feedback received from school district. ❑X Provide the TDHCA scoring criteria that you anticipate meeting. ® Please list any additional information or letters that you will be requesting from the City or Georgetown Utility Systems for the TDHCA application requirements. Page 48 of 192 Page 3 of 4 HOUSING TAX CREDIT ?qEsr. isaa 2019-2020 SCHEDULE (9%) GEORGETOWN rrVAIC 2019 December 1 Rezoning Application Due (if necessary) December 31 HTC Resolution Applications Due 2020 January 21 Housing Advisory Board Meeting January 21 Hold at least 1 Public Meeting by this date January 28 City Council Workshop February 11 City Council Meeting February 28 TDHCA Application Due Page 49 of 192 Page 4 of 4 KCG DEVELOPMENT LETTER OF INTENT: REQUEST FOR ZONING VERIFICATION LETTER The enclosed documents are provided to request a Zoning Verification Letter regarding parcel #R539263 — to evidence that Multifamily Attached Dwellings are permissible on the site as detailed in the Permitted Use Table of UDC Chapter 5. A parcel map illustrating the site is within the Saddlecreek PUD, the PUD Ordinance Documents and a Survey have been provided for reference. Thank you, CJ Lintner Development Analyst CJ.Lintner@KCGCompanies.com Cell: 317-502-9239 KCG Development 9333 North Meridian Street, Suite 230 1 Indianapolis, Indiana 146260 1 (317) 708-0943 www.kcgcompanies.com Page 50 of 192 Subject Parcel PP E R[SIXWK- 155AC 'p9lu* PARCEL 'J PARCEL 13 3.^Ig2�U�l REBa327TC -RS RESIDENTIAL -RS PARCEL _ _ PARCEL IC II RESIDENTIAL-RS RESIDENTIAL Rs 22 AC Ye;:le� a 3a:l:tfk T.167'llxfA --- ❑INAar IJi1:1JCL_9 ARCEL3 :i rul'�WrLJ RESIDENTIAL-RS a 18 8 AC. ;d O �o V� PARCELS RESIDENTIAL -RS ;1 ,E 2o.o Ac. PARM REST DENTIAL. RS - - PARCELD C-1 EMPLOYMENT CEMER PARCFiT 16 fi AC PARCEL2 I�SRIs.d.Q. RS 18.B AC. :.J MF-1 151A PARCEL �. MF1 / 13.1 1�111'. O -Y ;'CNT,. `':'FF r ® KON RESIDENTIAL LAND USE SUMMARY Sagaalrsll'wlnlGl. all, 627AG dbL6'Lts" C L'da Rw Ib AL. � tben Spw 31AC. TBTA AA10L' Npt�a y�.+.J� bW � NPZ anb �MIMnq.GI PwgIOaa Mlrnaaxlon 'TlavYmm Wwn A"ugeaaaMre.2 t'A.R. •r014aau®dM 2 RESIDENTIAL LAND USE SUMMARY K wTtrff .atEs wairw arts =msDEIm&p% lmkA �pU91BUT01'NpUff?�-q 1/2AC. RFeoFNnKTOTK male 1,BA udl RfffiIdenB& DnR Restricticre: WIYFs yfMFt)RNxIC9MeauOltS Wa r:•PmrYPrF x1 ua �awmw asses. 6eyl Fnh ON%MO MYI np pIXlO I,IW Unb _ Mad+fer'x 1bOG. 0 RTrtt' Is6 xG N60L � Wh'BP. ow TGfK MBAC. No : ' open apace Indle m-.greenbelts, -n —d lakes, easements and butters SE( PIArn i�n�^I I[: I 5®1a. 1". Hld N6v207ro.m��CTLLCM SADDLEDLECREEKEEK a�nEe.J ' =M ..P� G EDRG ETD+NJ ?E%AS . a� ��sa m'e alnapn �awrc.pmi'Mk�" • Axrw r.w..reoww+. wri.•.q.uro w Page 51 of 192 ORDINANCE NO. aok,5 - 5S An Ordinance of the City Council of the City of Georgetown, Texas, amending part of the Official Zoning Map to rezone 353.45 acres in the Stubblefield Survey from the Agriculture (AG) District to Planned Unit Development (PUD), to be known as Saddlecreek; repealing conflicting ordinances and resolutions; including a severabty clause; and establishing an effective date. Whereas, an application has been made to the City for the purpose of amending the Official Zoning Map, adopted on the 1211, day of June, 2012, for the specific Zoning District classification of the following described real property ("The Property"): 353.45 acres of the Stubblefield Survey, as described in Exhibit B of this ordinance as documented in the Official Public Records of Williamson County, Texas, hereinafter referred to as "The Property"; and Whereas, the City Council has submitted the proposed amendment to the Official Zoning Map to the Planning and Zoning Commission for its consideration at a public hearing and for its recommendation or report; and Whereas, public notice of such hearing was accomplished in accordance with State Law and the City's Unified Development Code through newspaper publication, signs posted on the Property, and mailed notice to nearby property owners; and Whereas, the Planning and Zoning Commission, at a meeting on September 15,2015, held the required public hearing and submitted a recommendation of approval to the City Council for the requested rezoning of the Property; and Whereas, the City Council, at a meeting on October 13, 2015, held an additional public hearing prior to taking action on the requested rezoning of the Property. Now, therefore, be it ordained by the City Council of the City of Georgetown, Texal M Section 1. The facts and recitations contained in the preamble of this Ordinance are hereby found and declared to be true and correct, and are incorporated by reference herein and expressly made a part hereof, as if copied verbatim. The City Council hereby finds that this Ordinance implements the vision, goals, and policies of the Georgetown 2030 Comprehensive Plan and further finds that the enactment of this Ordinance is not inconsistent or in conflict with any other policies or provisions of the 2030 Comprehensive Plan and the City's Unified Development Code. Section 2. The Official Zoning Map, as well as the Zoning District classification(s) for the Property is hereby amended from the Agriculture District (AG) to a Planned Unit Development Ordinance Number: ;lots-!S% Page I of 2 Description: Saddlecreek PUD Rezoning Case File Number: REZ-2014-022 Date Approved: October 27, 2015 Exhibits A-F Attached Page 52 of 192 (PUD), with base zoning districts of Residential (RS), Multifamily Low -Density (MF-1), Local Commercial (C-1), and Business Park (BP), according to Exhibit C (Land Use Summary) and Exhibit B (Legal Description) and incorporated herein by reference. Section 3. All ordinances and resolutions, or parts of ordinances and resolutions, in conflict with this Ordinance are hereby repealed, and are no longer of any force and effect. Section 4. If any provision of this Ordinance or application thereof to any person or circumstance shall be held invalid, such invalidity shall not affect the other provisions, or application thereof, of this Ordinance which can be given effect without the invalid provision or application, and to this end the provisions of this Ordinance are hereby declared to be severable. Section 5. The Mayor is hereby authorized to sign this ordinance and the City Secretary to attest. This ordinance shall become effective in accordance with the provisions of state law and the City Charter of the City of Georgetown. F.-TOWETWOWD a, a " " 1 � Off, 1,111 � � � � 1 � � � 111!, 11 � � I � � � � � � 1 � 19 ; 1 M Dale Ross Mayor ')W Ordinance Number: , Description: Saddlecreek PUD Rezoning Date Approved- October 27,2015 Shelley No City Secretaln Page 2 of 2 Case File Number: REZ-2014-022 Exhibits A-F Attached Page 53 of 192 NOTES: EXHIBIT OF 1. THE PROFESSIONAL SERVICES PROVIDED HEREWITH INCLUDE THE PREPARATION OF A FIELD NOTE A 16.248 ACRE TRACT OF LAND, SITUATED IN THE DESCRIPTION. WILLIAM ADDISON SURVEY, ABSTRACT NO. 21 IN THE 2. THE BEARINGS ARE BASED ON THE NORTH CITY OF GEORGETOWN, WILLIAMSON COUNTY, TEXAS, AMERICAN DATUM OF 1983 (NA 2011) EPOCH BEING THE REMNANT PORTION OF A CALLED 100 ACRE 2010.00, FROM THE TEXAS COORDINATE SYSTEM TRACT OF LAND "2nd TRACT" CONVEYED TO WOODHULL ESTABLISHED FOR THE CENTRAL ZONE. FAMILY PARTNERS RECORDED IN VOLUME 2442, PAGE 3. ADJOINERS SHOWN FOR INFORMATIONAL PURPOSES 243 OF THE DEED RECORDS OF WILLIAMSON COUNTY, ONLY. TEXAS. i C LEG DEED RECORDS COUNTY, TEXAS R's) L10 O.P.R.OFFICIALD.R. PUBLIC RECORDS OFNWILLIAMSON COUNTY, P.POINT OF EGINNING TEXAS /��EP FOUNDI.R. (PAPE- DAWSON) SET X- IRON ROD (PAPE-DAWSON) r r T f LINE TABLE LINE BEARING LENGTH L1 N15'11'23"W 61.19' L2 N29'17'42"E 43.24' L3 N04'15'50"W 63.35' L4 N33'33'42"W 103.32' L5 N12'08'49"W 109.56' L6 N04'38'45"E 95.38' L7 NO3'26'16"W 103.98' L8 N50'26'33"E 198.92" L9 N39'33'45"W 135.01' L10 N50'26'15"E 126.30' L11 N68'31'56"E 197.75' L12 S68'29'20"W 40.00' L13 S21'30'40"E 49.85' 1 inch = 200' 200' 0' too' 200' SADDLECREEK, PHASE 1A 2 DOC. NO. 2017046488 L11 3 ❑0 O Q o z� C3 J J m J Q W� mQ J WILLIAM ADDISON SURVEY v ABSTRACT NO. 21 SADDLE REEK -� DOC. N PHASE 113 201 046554 ��,,� 16.248 ACRES (707,784 SQUARE FEET) THE REMNANT PORTION OF A CALLED 100 ACRE TRACT J "2nd TRACT" - — VOL. 2442, PGS. 243-246 (D.R.) PAPE-DAWSON ENGINEERS AUSTIN I SAN ANTONIO I HOUSTON I FORT WORTH 1 DALLAS 10801 N MOPAC IDW, BLDG S, SM 200 1 AUSON, TX 73M 151245/.8711 TRPE FIRM REGISTRATION Y 0 1 TBPLS FIRM REGISTRATION 010028801 S68a33'46"W 1022.47' SAM HOUSTON AVENUE (VARIABLE WIDTH ROW) CURVE TABLE CURVE RADIUS DELTA CHORD BEARING CHORD LENGTH Cl 828.03' 17'14'01" N59'25'52'E 248.12' 249.06' C2 717.00' 18'05'41" 1 N59'29'05"E 225.50' 226.44' DECEMBER 4, 2019 Datw Dw 04, ems, 10,38am Uw ID, VZumhw Flls H. \S.—y\ClWL\5OS15-O4\Taked.- G Optlo T eta\b(50615-04-16.248A-Tak4Aj 4u-M of 192 I- di o �00 0<_n QJQM J O1ZQm fY cc �:2 2 NSW WNj w��uj't wNlz i U00 > Q L12 f4 J P.O.B. FrL ........................ EGRAHAM ���5556 9�FES SIB,. j0 6�" SHEET 1 OF 1 IZ I q ZOio) JOB No.: 50815-04 JPAPE-DAWSON ENGINEERS FIELD NOTES FOR A 16.248 ACRE TRACT OF LAND, SITUATED IN THE WILLIAM ADDISON SURVEY, ABSTRACT NO. 21 IN THE CITY OF GEORGETOWN, WILLIAMSON COUNTY, TEXAS, BEING THE REMNANT PORTION OF A CALLED 100 ACRE TRACT OF LAND "2nd TRACT" CONVEYED TO WOODHULL FAMILY PARTNERS RECORDED IN VOLUME 2442, PAGE 243 OF THE DEED RECORDS OF WILLIAMSON COUNTY, TEXAS. SAID 16.248 ACRE TRACT BEING MORE FULLY DESCRIBED AS FOLLOWS, WITH BEARINGS BASED ON THE NORTH AMERICAN DATUM OF 1983 (NA 2011) EPOCH 2010.00, FROM THE TEXAS COORDINATE SYSTEM ESTABLISHED FOR THE CENTRAL ZONE: BEGINNING at a 1/2" iron rod with yellow cap marked "Pape -Dawson" found in the north right- of-way line of Sam Houston Avenue, a variable width right-of-way, said point being the southwest terminus of Bell Gin Road, a variable width right-of-way in Saddlecreek, Phase 1A, a subdivision according to the plat recorded in Document No. 2017046488 of the Official Public Records of Williamson County, Texas, also being the southeast corner of said Remnant Portion for the southeast corner and POINT OF BEGINNING hereof; THENCE S 68033146" W, with the north right-of-way line of said Sam Houston Avenue, same being the south line of said 100 acre tract, a distance of 1022.47 feet to a 1/2" iron rod with yellow cap marked "Pape -Dawson" found at the southernmost southeast corner of Saddlecreek Phase 113, a subdivision according to the plat recorded in Document No. 2017046554 of the Official Public Records of Williamson County, Texas, same being the southwest corner of said Remnant Portion, for the southwest corner hereof; THENCE departing the north right-of-way line of said Sam Houston Avenue, with the westerly line of said Remnant Portion, same being the easterly line of said Saddlecreek Phase 1B the following nine (9) courses and distances: 1. N 15111'23" W, a distance of 61.19 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for and angle point hereof, 2. N 29017142" E, a distance of 43.24 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for and angle point hereof, 3. N 04°15'50" W, a distance of 63.35 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for and angle point hereof, TBPE Firm Registration #4701 TBPLS Firm Registration #10028801 Austin I San Antonio I Houston I Fort Worth I D a I I a c Transportation I Water Resources I Land Development I Surveying I Environmental 10B01 N MoPac Expy., Bldg. 3, Suite 201Pti55Tjgf7t9 512.454.8711 www.Pape-Dawson.com 16.248 Acre Job No. 50815-04 Page 2 of 3 4. N 33°33'42" W, a distance of 103.32 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for and angle point hereof, 5. N 12°08'49" W, a distance of 109.56 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for and angle point hereof, 6. N 04°38'45" E, a distance of 95.38 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for and angle point hereof, 7. N 03126'16" W, a distance of 103.98 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for a point of non -tangent curvature, 8. along the are of a curve to the left, having a radius of 828.03 feet, a central angle of 17014'01", a chord bearing and distance of N 59125'52" E, 248.12 feet, for an are length of 249.06 feet to a 1/2" iron rod with yellow cap marked "Pape -Dawson" found for a point of non -tangency, 9. N 50°26'33" E, a distance of 198.92 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for and angle point hereof, and 10. N 3903314511 W, a distance of 135.01 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found in the south right-of-way line of Daisy Cutter Crossing, a variable width right-of-way recorded in said Saddlecreek Phase 1A, said point being the northwest corner of said Remnant Portion, same being the northeast corner of said Saddlecreek Phase 1B for the northernmost northwest corner hereof; THENCE with the south right-of-way line of said Daisy Cutter Crossing, same being the north line of said Remnant Portion, the following three (3) courses and distances: 1. N 50126115" E, a distance of 126.30 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for a point of tangent curvature, 2. along the arc of a curve to the right, having a radius of 717.00 feet, a central angle of 18105'41", a chord bearing and distance of N 59129'05" E, 225.50 feet, for an are length of 226.44 feet to a 1/2" iron rod with yellow cap marked "Pape -Dawson" found for a point of tangency, and 3. N 68131'56" E, a distance of 197.75 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found at the southeast terminus of said Daisy Cutter Crossing, same being a point in the west right-of-way line of said Bell Gin Road; Page 56 of 192 PAPE-DAWSON r ENGINEERS ■E 16.248 Acre Job No. 50815-04 Page 3 of 3 THENCE with the westerly right-of-way line of said Bell Gin Road, same being the easterly line of said Remnant Portion the following three (3) courses and distances: 1. S 21°30'40" E, a distance of 797.05 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for an angle point hereof, 2. S 68129'20" W, a distance of 40.00 feet to a 1/2" iron rod with yellow cap marked "Pape - Dawson" found for an angle point hereof, and 3. S 21130'40" E, a distance of 49.85 feet to the POINT OF BEGINNING and containing 16.248 acres in the City of Georgetown, Williamson County, Texas. Said tract being described in accordance with a survey made on the ground and an exhibit prepared by Pape -Dawson Engineers, Inc. PREPARED BY: Pape -Dawson Engineers, Inc. DATE: December 4, 2019 JOB No.: 50815-04 DOC.ID.: H:\Survey\CIVIL,\50815-04\Takedown & Option Tracts\Word\50815-04_16.248Ac_Sec.docx TBPE Firm Registration #470 TBPLS Firm Registration #100288-01 �E .0F r ..�„Q....:�..,. °, N RG . ..... RKE...... RAHA.M. �: �2''0FFSs�oaP 0 �•D��S° .. • vGd UR s ►zlaq��9 Page 57 of 192 PAPE-DAWSON �� ENGINEERS CJ Lintner From: Susan Watkins <Susan.Watkins@georgetown.org> Sent: Friday, April 24, 2020 5:59 PM To: Ina Spokas; CJ Lintner Subject: RE: [EXTERNAL] Questions - City's HTC Application Process - KCG Proposed Development at Saddlecreek (Georgetown) Hi Ina and CJ, It was good talking with you this morning. The link to the March 24t" workshop is here (end of Item B and Item Q https://georgetowntx.swagit.com/play/03242020-826 For impact to the school district, you might reach out to the Georgetown ISD real estate board. To obtain the Zoning Verification Letter, please follow steps in the Letter of Regulatory Compliance checklist found here: https://udc.georgetown.org/files/2019/08/LTR-Letter-of-Regulatory-Compliance.pdf. The checklist is written for both plat certification and zoning verification. Please only provide items relevant to zoning verification (you can ignore plat letter requirements). You will need to apply for the zoning verification letter on MyGovernmentOnline. You can find the link to the MyGovernmentOnline portal and user guide here: https://udc.georgetown.org/mygovernmentonline/. When you apply your type is Letter of Regulatory Compliance and the subtype is "Zoning Verification Letter". You can submit anytime, but the next application submittal date is May 4, 2020, and the application will be processed then. You can pay online by credit card. You will receive an invoice on the day it is processed. We have reviewed the zoning internally, so you will meet the requirements for the Housing Resolution application. Thank you, Susan Watkins, AICP Housing Coordinator City of Georgetown Planning Department 406 W. 8t" Street Georgetown, TX 78626 (512) 930-8477 Page 58 of 192 Espero Landing and Asperanza Heights— Public Outreach Meeting Guidelines We are hosting a Community Zoom Meeting on XXX Date, XXX Month 2020 from X to X CST to discuss KCG Development, LLC's Proposal for the 16.2 acres located at 200 Carlson CV — a part of the larger Saddlecreek PUD. Due to COVID-19, we are conducting this meeting digitally as a matter of public health. KCG has provided a link and a telephone number for you to join the meeting if you are interested in participating. The link will allow you to see the faces of all attendees and, will allow you to submit questions or share comments. Because this is a new format, we want to share the meeting rules to foster a fair and healthy meeting environment: 1. All participants will be muted upon entering the meeting. You will not need to select that option on your phone or through the zoom link. Participants are muted to block background noise which can make it difficult for others to hear. 2. In an effort to help structure the meeting, please email ci.lintner@kcgcompanies.com if you would like time to speak about the development during the meeting. Please include your first and last name, your telephone number, and your address. We will unmute you once it is your turn to speak. Speaking order will be determined by when Mo receives your email request. 3. All participants will have up to 2 minutes to ask questions or make comments directly to the development team or myself. 4. If you have any questions prior to our call, please email them directly to ci.lintner@kcgcompanies.com this will allow KCG to address these questions or comments during their presentation. 5. If for some reason you are unable to ask your question during the zoom call, please send your questions to cj.lintner@kcgcompanies.com . 6. If you have any technical issues, please email ci.lintner@kcgcompanies.com Call Instructions: TBD ONCE MEETING IS SET Meeting ID: TBD ONCE MEETING IS SET Page 59 of 192 Sample Resolution of No Objection Pursuant to §11.9(d)(1) of the QAP and in accordance with Tex. Gov't Code §2306.6710(b), an Application may qualify for up to seventeen (17) points for a resolution or resolutions from the municipality and/or county in which the proposed development site is located. Resolutions that expressly set forth that the municipality or county supports the Application or Development are worth maximum points while resolutions setting forth that the municipality or county has no objection to the Application or Development are worth fewer points. Pursuant to §11.9(d)(1) once a resolution has been submitted it may not be changed or withdrawn. The resolution must be submitted by the Full Application Delivery Date as identified in §11.2(a) of the QAP, regarding Competitive HTC Deadlines. A sample resolution is provided below. WHEREAS, KCG Development, LLC has proposed a development for affordable rental housing at 200 Carlson Cove named Asperanza Heights in the City of Georgetown in Williamson County; and WHEREAS, KCG Development, LLC has advised that it intends to submit an application to the Texas Department of Housing and Community Affairs for 2020 Competitive 9% Housing Tax Credits for Asperanza Heights It is hereby RESOLVED, that the City of Georgetown, acting through its governing body, hereby confirms that it has no objection to the proposed Asperanza Heights located at 200 Carlson Cove, Application Number XXX and that this formal action has been taken to put on record the opinion expressed by the City of Georgetown on [date], and FURTHER RESOLVED that for and on behalf of the Governing Body, [name, position of authorized person] are hereby authorized, empowered, and directed to certify these resolutions to the Texas Department of Housing and Community Affairs. Page 60 of 192 Sample Resolution of No Objection Pursuant to §11.9(d)(1) of the QAP and in accordance with Tex. Gov't Code §2306.6710(b), an Application may qualify for up to seventeen (17) points for a resolution or resolutions from the municipality and/or county in which the proposed development site is located. Resolutions that expressly set forth that the municipality or county supports the Application or Development are worth maximum points while resolutions setting forth that the municipality or county has no objection to the Application or Development are worth fewer points. Pursuant to §11.9(d)(1) once a resolution has been submitted it may not be changed or withdrawn. The resolution must be submitted by the Full Application Delivery Date as identified in §11.2(a) of the CAP, regarding Competitive HTC Deadlines. A sample resolution is provided below. WHEREAS, KCG Development, LLC has proposed a development for affordable rental housing at 200 Carlson Cove named Espero Landing in the City of Georgetown in Williamson County; and WHEREAS, KCG Development, LLC has advised that it intends to submit an application to the Texas Department of Housing and Community Affairs for 2020 Competitive 9% Housing Tax Credits for Espero Landing It is hereby RESOLVED, that the City of Georgetown, acting through its governing body, hereby confirms that it has no objection to the proposed Espero Landing located at 200 Carlson Cove, Application Number XXX and that this formal action has been taken to put on record the opinion expressed by the City of Georgetown on [date], and FURTHER RESOLVED that for and on behalf of the Governing Body, [name, position of authorized person] are hereby authorized, empowered, and directed to certify these resolutions to the Texas Department of Housing and Community Affairs. Page 61 of 192 Twice the State Average Per Capita — Sample Resolution Pursuant to §11.3(c) of the CAP, for applications located in a municipality, or if located completely outside a municipality, a county, that has more than twice the state average of units per capita supported by Housing Tax Credits or private activity bonds at the time the Application Acceptance Period begins, or for Tax -Exempt Bond Developments, Applications submitted after the Application Acceptance Period begins, then the Applicant must obtain prior approval of the Development from the Governing Body of the appropriate municipality or county containing the Development. That approval must also contain a written expression of support in the form of a resolution, and that resolution must include a reference to Tex. Gov't Code §2306.6703(a)(4) and authorize an allocation of Housing Tax Credits forthe Development. The resolution must be submitted by the Full Application Delivery Date as identified in §11.2(a) of the QAP, regarding Competitive HTC Deadlines, or Resolutions Delivery Date in §11.2(b) of the QAP, regarding Tax -Exempt Bond Development Dates and Deadlines, as applicable. A list of the areas with more than twice the state average of units per capita can be found in the 2020 HTC Site Demographic Characteristics Report posted on the Department's website. A sample resolution is provided below. WHEREAS, KCG Development, LLC has proposed a development for affordable rental housing at 200 Carlson Cove named Asperanza Heights in the City of Georgetown, Williamson County and WHEREAS, KCG Development, LLC has communicated that it intends to submit an application to the Texas Department of Housing and Community Affairs ("TDHCA") for 2020 or 2021 Housing Tax Credits and Private Activity Bond funds for Asperanza Heights. It is hereby RESOLVED, that as provided for in §11.3(c) of the Qualified Allocation Plan, it is expressly acknowledged and confirmed that the City of Georgetown has more than twice the state average of units per capita supported by Housing Tax Credits or Private Activity Bonds and FURTHER RESOLVED, that the City of Georgetown hereby supports the proposed Asperanza Heights and confirms that its governing body has voted specifically to approve the construction or rehabilitation of the Development and to authorize an allocation of Housing Tax Credits for the Development pursuant to Tex. Gov't Code §2306.6703(a)(4), and FURTHER RESOLVED that for and on behalf of the Governing Body, [name, position of authorized person] are hereby authorized, empowered, and directed to certify these resolutions to the Texas Department of Housing and Community Affairs. Page 62 of 192 Twice the State Average Per Capita — Sample Resolution Pursuant to §11.3(c) of the CAP, for applications located in a municipality, or if located completely outside a municipality, a county, that has more than twice the state average of units per capita supported by Housing Tax Credits or private activity bonds at the time the Application Acceptance Period begins, or for Tax -Exempt Bond Developments, Applications submitted after the Application Acceptance Period begins, then the Applicant must obtain prior approval of the Development from the Governing Body of the appropriate municipality or county containing the Development. That approval must also contain a written expression of support in the form of a resolution, and that resolution must include a reference to Tex. Gov't Code §2306.6703(a)(4) and authorize an allocation of Housing Tax Credits forthe Development. The resolution must be submitted by the Full Application Delivery Date as identified in §11.2(a) of the QAP, regarding Competitive HTC Deadlines, or Resolutions Delivery Date in §11.2(b) of the QAP, regarding Tax -Exempt Bond Development Dates and Deadlines, as applicable. A list of the areas with more than twice the state average of units per capita can be found in the 2020 HTC Site Demographic Characteristics Report posted on the Department's website. A sample resolution is provided below. WHEREAS, KCG Development, LLC has proposed a development for affordable rental housing at 200 Carlson Cove named Espero Landing in the City of Georgetown, Williamson County and WHEREAS, KCG Development, LLC has communicated that it intends to submit an application to the Texas Department of Housing and Community Affairs ("TDHCA") for 2020 or 2021 Housing Tax Credits and Private Activity Bond funds for Espero Landing. It is hereby RESOLVED, that as provided for in §11.3(c) of the Qualified Allocation Plan, it is expressly acknowledged and confirmed that the City of Georgetown has more than twice the state average of units per capita supported by Housing Tax Credits or Private Activity Bonds and FURTHER RESOLVED, that the City of Georgetown hereby supports the proposed Espero Landing and confirms that its governing body has voted specifically to approve the construction or rehabilitation of the Development and to authorize an allocation of Housing Tax Credits for the Development pursuant to Tex. Gov't Code §2306.6703(a)(4), and FURTHER RESOLVED that for and on behalf of the Governing Body, [name, position of authorized person] are hereby authorized, empowered, and directed to certify these resolutions to the Texas Department of Housing and Community Affairs. Page 63 of 192 Texas Department of Housing and Community Affairs 0 Rent and Income Limitsl(A5 of 4/1/2020) Proiect: Asperanza Heights Instructions: (1) Choose the county in which your project is located. (2) If your project is located within the boundaries of one of the designated places listed in the drop down menu then make the appropriate selection. If the location is not listed, then choose the "Not Listed" option. (3) Please select the financing applicable for your project. Units financed with HOME, NSP, or tax exempt bonds and 4%tax credits are not eligible to use the National Non -Metro limits. (4) Choose the date the first building in the project (as defined on line 81b of the 8609) was placed in service or for State Housing Trust Fund, the date of your LURA. For HOME, NSP or National Housing Trust Fund, select VA." (5) Select the date based on the execution date of your property's Carryover Agreement, Determination Notice or Subaward Agreement Date. For State Housing Trust Fund, select the date of your LURA. For HOME, NSP or National Housing Trust Fund select "N/A." See footnote 3 for more details. PLEASE COMPLETE ALL FIELDS. (1) County: Williamson (2) Place z (3) Financing: 4% Housing Tax Credits (4) Project PIS Date: On or After 5/17/2020 (5) Carryover/ Determination Notice / Subaward Agreement Date: INCOME LIMITS 2020Area Median Income: $97,600 Number of Household Members AMFI % 1 2 3 4 5 6 7 8 20 $ 13,680 $ 20,520 $ 27,360 $ 34,200 $ 41,040 $ 47,880 1 $ 54,720 $ $ 15,620 $ 23,430 $ 31,240 $ 39,050 $ 46,860 $ 54,670 $ 62,480 $ $ 17,580 $ 26,370 $ 35,160 $ 43,950 $ 52,740 $ 61,530 $ 70,320 $ $ 19,520 $ 29,280 $ 39,040 $ 48,800 $ 58,560 $ 68,320 $ 78,080 $ $ 21,100 $ 31,650 $ 42,200 $ 52,750 $ 63,300 $ 73,850 $ 84,400 $ $ 22,660 $ 33,990 $ 45,320 $ 56,650 $ 67,980 $ 79,310 $ 90,640 $ $ 24,220 $ 36,330 $ 48,440 $ 60,550 $ 72,660 $ 84,770 $ 96,880 $ $ 25,780 $ 38,670 $ 51,560 $ 64,450 $ 77,340 $ 90,230 $ 103,120 $ 30 40 50 60 70 80 120 RENT LIMITS Number of Bedrooms AMFI % 0 1 2 3 4 5 20 $342 $366 $439 $507 $527 $513 $549 $659 $761 $849 $684 $732 $879 $1,015 $1,133 $855 $915 $1,098 $1,269 $1,416 $1,026 $1,098 $1,318 $1,523 $1,699 $1,197 $1,281 $1,538 $1,777 $1,846 $1,368 $1,465 $1,758 $2,031 $2,266 $625 $937 $1,250 $1,562 $1,875 $2,187 $2,500 30 40 50 60 65 E70 80 determine whether income and rent limits prescribed by law were being met, and the tool is being shared with the public solely as a courtesy. This tool is NOTto be considered as either a definitive or exclusive statement or application of law or as legal advice. Neither the tool itself nor any output from or conclusions drawn from the tool may be relied upon as conclusively correct information or used a defense to any contrary determination, finding, conclusion, or assertion by any relevant or cognizant oversight or enforcement entity (including TDHCA) of an applicable rent or income limit. Again, these are simply the income and rent limits that the Department expects to use when monitoring. It is anticipated that from time to time as the Department identifies aspects of the tool that it needs to amend, correct, or improve, it will do so, but the Department cannot and does not commit to providing notifications or changes to the tool as posted on its website or as used by TDHCA staff. 2. The "Place" field is used to determine whether the property is eligible to use the National Non -Metropolitan Median Income limits. Not all Places or Cities in Texas are shown. If you are located outside of the boundaries of a designated Place then select "Not Listed" even if your mailing address reflects the place name. 3. The 'Carryover / Determination Notice / Subaward Agreement Date' field is used to determine whether the property's gross rent floor is based upon a different set of income limits than those used to qualify tenants. For a competitive or 9% 4. The 2020 Housing Tax Credit limits are effective 4/1/2020. The NSP income limits are effective 6/28/2019. The Community Planning Division (CPD) of HUD released the 2019 HOME Program income limits effective 5/28/2019 and rent limits that are effective for all new leases and lease renewals after 6/28/2019. The National Housing Trust Fund income and rent limits are effective 6/28/2019. S. For Housing Tax Credit project(s) that place in service or execute a Carryover Agreement within 45 days after HUD releases the MTSP Income limits where the newly released limits reflect a decrease, IRS Revenue Ruling 94-57 allows the owner to rely on either limit. Page 64 of 192 Texas Department of Housing and Community Affairs Rent and Income Limitsl(A5 of 4/1/2020) Proiect: Espero Landing Instructions: (1) Choose the county in which your project is located. (2) If your project is located within the boundaries of one of the designated places listed in the drop down menu then make the appropriate selection. If the location is not listed, then choose the "Not Listed" option. (3) Please select the financing applicable for your project. Units financed with HOME, NSP, or tax exempt bonds and 4%tax credits are not eligible to use the National Non -Metro limits. (4) Choose the date the first building in the project (as defined on line 81b of the 8609) was placed in service or for State Housing Trust Fund, the date of your LURA. For HOME, NSP or National Housing Trust Fund, select VA." (5) Select the date based on the execution date of your property's Carryover Agreement, Determination Notice or Subaward Agreement Date. For State Housing Trust Fund, select the date of your LURA. For HOME, NSP or National Housing Trust Fund select "N/A." See footnote 3 for more details. PLEASE COMPLETE ALL FIELDS. (1) County: Williamson (2) Place z (3) Financing: 4% Housing Tax Credits (4) Project PIS Date: On or After 5/17/2020 (5) Carryover/ Determination Notice / Subaward Agreement Date: INCOME LIMITS 2020Area Median Income: $97,600 Number of Household Members AMFI % 1 2 3 4 5 6 7 8 20 $ 13,680 $ 20,520 $ 27,360 $ 34,200 $ 41,040 $ 47,880 1 $ 54,720 $ $ 15,620 $ 23,430 $ 31,240 $ 39,050 $ 46,860 $ 54,670 $ 62,480 $ $ 17,580 $ 26,370 $ 35,160 $ 43,950 $ 52,740 $ 61,530 $ 70,320 $ $ 19,520 $ 29,280 $ 39,040 $ 48,800 $ 58,560 $ 68,320 $ 78,080 $ $ 21,100 $ 31,650 $ 42,200 $ 52,750 $ 63,300 $ 73,850 $ 84,400 $ $ 22,660 $ 33,990 $ 45,320 $ 56,650 $ 67,980 $ 79,310 $ 90,640 $ $ 24,220 $ 36,330 $ 48,440 $ 60,550 $ 72,660 $ 84,770 $ 96,880 $ $ 25,780 $ 38,670 $ 51,560 $ 64,450 $ 77,340 $ 90,230 $ 103,120 $ 30 40 50 60 70 80 120 RENT LIMITS Number of Bedrooms AMFI % 0 1 2 3 4 5 20 $342 $366 $439 $507 $527 $513 $549 $659 $761 $849 $684 $732 $879 $1,015 $1,133 $855 $915 $1,098 $1,269 $1,416 $1,026 $1,098 $1,318 $1,523 $1,699 $1,197 $1,281 $1,538 $1,777 $1,846 $1,368 $1,465 $1,758 $2,031 $2,266 $625 $937 $1,250 $1,562 $1,875 $2,187 $2,500 30 40 50 60 6-1E70 80 determine whether income and rent limits prescribed by law were being met, and the tool is being shared with the public solely as a courtesy. This tool is NOTto be considered as either a definitive or exclusive statement or application of law reas legal advice. Neither the tool itself nor any output from or conclusions drawn from the tool may be relied upon as conclusively correct information or used a defense to any contrary determination, finding, conclusion, or assertion by any levant or cognizant oversight or enforcement entity (including TDHCA) of an applicable rent or income limit. Again, these are simply the income and rent limits that the Department expects to use when monitoring. It is anticipated that from time to time as the Department identifies aspects of the tool that it needs to amend, correct, or improve, it will do so, but the Department cannot and does not commit to providing notifications or changes to the tool as posted on its website or as used by TDHCA staff. 2. The "Place" field is used to determine whether the property is eligible to use the National Non -Metropolitan Median Income limits. Not all Places or Cities in Texas are shown. If you are located outside of the boundaries of a designated Place then select "Not Listed" even if your mailing address reflects the place name. 3. The 'Carryover / Determination Notice/ Subaward Agreement Date' field is used to determine whether the property's gross rent floor is based upon a different set of income limits than those used to qualify tenants. For a competitive or 9% 4. The 2020 Housing Tax Credit limits are effective 4/1/2020. The NSP income limits are effective 6/28/2019. The Community Planning Division (CPD) of HUD released the 2019 HOME Program income limits effective 6/28/2019 and rent limits that are effective for all new leases and lease renewals after 6/28/2019. The National Housing Trust Fund income and rent limits are effective 6/28/2019. S. For Housing Tax Credit project(s) that place in service or execute a Carryover Agreement within 45 days after HUD releases the MTSP Income limits where the newly released limits reflect a decrease, IRS Revenue Ruling 94-57 allows the owner to rely on either limit. Page 65 of 192 PHASE 1 - 4% Senior Units BLD 1 Total 1 BR 50 50 800 SF 2 BR g4 94 1,000 SF Total 144 144 PHASE 2 - 4 % Family Parking 1 space /DU= 144 +5%guest spaces = 8 Total Required Spaces152 Total Area Provided = 50,000 SF @ 3255F/space Total Spaces Provided = 153 m MOMMEMOMMOM Parking 701 BR x 1.5 spaces = 105 102 2BR x 2.0 spaces = 204 323BR x 2.5 spaces= 80 Guest Parking (5%of units) = 20 Total Required Spaces = 409 Total Area Provided = 136,000 SF @ 325SF/space Total Spaces Provided = 418 Total UNITS 348 units Total Parking 571 spaces Page 66 of 192 0 Site Plan a r zan awe KCG 01 KCG 02 Page 67 of 192 �. I I � .;,��.A� _ E �� �� � � � �11'� �`' ! � � �'li: �� �_� ����� � ��� I� i Phase 2 Entry and Clubhouse Building KCG MMR ....... 04 CAPSTONE REAL ESTATE SERVICESA INC. "Our mission is to enhance our client's investments and create quality living and working environments." Capstone Real Estate Services, Inc. is a full -service, third -party management firm presently managing approximately 40,000 multi -family units. Founded in 1969, Capstone maintains 14 offices across 6 states and employs approximately 850 people in the field of property management, and our portfolio extends to over 75 cities. The size of our portfolio ranks us as one of the 15 largest third -party management firms in the nation. *Austin *Abilene *Albuquerque *Amarillo *Beaumont *Brownsville *Corpus Christi *Dallas *El Paso *Miami *Houston *Laredo *San Antonio *Tulsa Neither Capstone nor its principals owns, buys or sells investment real estate and we have no conflicts with our clients' interests in this regard. 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The firm's new development background includes project design consulting, pre -construction planning, decor consulting, promotion and full lease - up for 175+ properties totaling over 33,000 units in 60+ cities and 6 states since 1994. Our objective is to reach full occupancy and maximize the bottom line in the shortest time possible in accordance with the owner's investment parameters. About 75% of our lease -ups have been completed in 9 months or less and a full 51% have been completed in 6 months or less. Our services encompass the following: ♦ Pre -development ♦ Construction stage ♦ Stabilized operations ♦ Pre -construction ♦ Lease -up Capstone has significant experience with affordable housing units. Currently, Capstone manages affordable communities totaling over 23,000 units. This includes the LIHTC Program, the RTC/AHDP Affordable Housing Program, Tax Exempt Bond, HOME, Section 8, Housing Trust Fund (HTF), Walker Program, Section 202 Elderly, Military Rent -Restricted, Public Housing, and more. To better serve its clients, Capstone has a Compliance Department to effectively monitor properties it manages with governmental reporting requirements. We understand the importance of being "in compliance" and the process that accompanies it. Capstone is currently ranked by NAHMA as the nation's 9th largest affordable housing management company, as well as the 7th largest LIHTC manager in the country. PROFESSIONAL PERSONNEL D VELOPMEN_ The key to quality client service is motivated and well -trained personnel. The key to quality client service is motivated and well -trained personnel. Our training department conducts extensive monthly seminars to each of our regional offices covering: ♦ Leasing & Marketing ♦ Social Media Marketing ♦ Accounting Software ♦ Fair Housing ♦ Internet Leasing ♦ Resident Retention ♦ Risk Management ♦ Optimizing NOI ♦ Performance Evaluation Our corporate -wide incentive program, "Accelerating Income Monthly" (AIM), rewards on -site staff for increasing the property's economic occupancy. The program aligns on -site staff, Regional Manager and Owner objectives into one concise statement; increase property income and value. _ ACCREDITATION'S Accredited Management Organization (AMO®), Institute of Real Estate Management (IREM®) Certified Property Manager (CPM®), Certified Public Accountant (CPA), Accredited Resident Manager (ARM®), Certified Apartment Manager (CAM®), Certified Occupancy Specialist (COS®), Assisted Housing Professional (AHP), Tax Credit Specialist (TCS) Housing Credit Certified Professional (HCCP®), National Compliance Professional (NCP) Certified Professional of Occupancy (CPO), Continuing Certified Credit Compliance Professional (C4P) EVERAGED EXPENSE CONT Capstone's National Accounts has saved our clients millions of dollars by leveraging our portfolio with the industry's most recognized vendors. We have negotiated highly competitive contracts and volume discounts for the recurring top expenses a community has, such as property insurance, utilities, flooring, maintenance supplies, paint supplies, office supplies, among many more. Our auditing program recaptures expenses such as utility bill overages, residents' electricity, and through a thorough waste management review. Our clients enjoy the assurance that routine operating expenses are closely monitored and significantly discounted through Capstone's National Accounts. ♦ Volume Purchasing Program ♦ Utility Management ♦ Negotiated Service Contracts Software ♦ Operating Revenue Enhancement Programs ♦ Master Insurance Program XECUTIVE F Grant Berkey, Chief Executive Officer Mike Gettman, Chief FinancialOfcer Matthew C. Lutz, Executive Vice President Marc Berkey, Vice President Tina West, Chief Operating Ofcer Mike Boone, Vice President Steve Roach, Vice President Debbie Wiatrek, Vice President Quintina Willis, Vice President Maggie Lockwood, Vice President Our experience works for you. NTACT IMDRCVM Matthew C. Lutz, Executive Vice President M 3 . matt lutK capstonemanagement.com ACCREDITED 210 Barton Springs Road' Suite 300' Austin' Texas 78704 MANAGEMENT ORGANIZATION (512) 646-6700 (512) 646-6798 fax CERTIFIED \`.�.� • - �' PROPERTY www.capstonemanagement.com MANAGER® /Z/� Boys & Girls Club of Georgetown 4/27/2020 Susan Watkins, AICP Housing Coordinator Planning Department City of Georgetown 406 W. 8th Street Georgetown, TX 78626 RE: Multi -Phase Development of Espero Landing and Asperanza Heights Ms. Watkins, I am writing this letter to voice my support for KCG Development's City of Georgetown HTC Application for the development of a family and senior multi -phase affordable housing development - Espero Landing (Family tenancy) and Asperanza Heights (Senior tenancy), to be located at 200 Carlson Cv, Georgetown, TX 78626 in Williamson County. The Boys & Girls Club of Georgetown (BGCGT) is a tax exempt civic organization that serves the community in which the development site is located with a primary purpose of the overall betterment of the community. We believe that there is a need for housing that is affordable to citizens of modest means and this development will help meet that need. BGCGT offers critical after school and out of school services for those who need us the most. Over 75% of our members are eligible for the free/reduced lunch program within their respective school district which is an indicator of financial hardship. 50% of our members also live within a single parent household. It is not uncommon for me, as the Director of the Boys & Girls Club, to hear sad stories of families losing homes due to low family incomes and high housing costs whether that is monthly rent or mortgage payments. With this in mind, I would be fully supportive of both the aforementioned developments. There is a huge need for affordable housing in our community for both families and seniors alike. The opportunity for families to live in close proximity to their more elderly relatives will provide stability and enhanced community engagement for all residents. If you would like further information on our services and how affordable housing would benefit our clientele, please feel free to contact me using the information below. Sincerely, Daniel Anstee —Area Director BGCTX Cell: 512 762 2206 Page 72 of 192 PAuL D.WORKMAN STATE REPRESENTATIVE District 47 February 27, 2017 Tim Irvine Executive Director Texas Department of Housing and Community Affairs P.O. Box 13941 Austin, TX 78711-3941 Re: Letter of Support for Bella Vista, 21101 Boggy Ford Road, Lago Vista, TX 78645 TDHCA Project 17204 Dear Mr. Irvine: This letter is to express my support for the application made by Vista Bella for the Low Income Housing Tax Credit Program. This proposed development is in House District 47. Affordable housing in Travis County is a critical issue and this development will provide options to families of moderate income. The Vista Bella project will effectively increase the supply of affordable housing in western Travis County in the fast-growing area around Lago Vista. I ask you to take my support in consideration when reviewing this application. Paul D. Workman P.O. Box 2910 • Au.rm. '1'1:.Xns 78768-2910 • (512)-163.0652 - (512)463-0565 F.nx • r:%rn..WOIIK\i.An®not"l:.I'F.XAa.cov Page 73 of 192 367 Community Organization Support Page 74 of 192 rscouNr� Travis County Emergency Services District l 18300 Park brive P.O. Box 52 78 Joneslo► il, Texas 78645 Business Office: (512) 267-0080 Fire Administration (512) 267-3586 Fac: (512) 267-2105 March 1, 2017 To Whom It May Concern: Please accept this letter as documentation of Emergency Services District #1 of Travis County ,s support for the development and construction of the Vista Bella Apartments, TDHCA # 17204, located at 21101 Boggy Ford Rd. Lago Vista, TX. 78645 We are a Rovernment entity and provide Fire and Emergency Medical Services for the Lago Vista and North Lake areas we take an active role in supporting the community in various ways including supporting the Fire Wise Program. In that we are a governmental agency, we are exempt from Taxes. Sincerely, Donnie Norman Fire Chief Page 75 of 192 368 ROBERT GALLEGOS HOUSTON COUNCIL MEMBER DISTRICT I March 9, 2020 Housing and Community Development Department 601 Sawyer, Suite 400 Houston, TX 77007 Re: Support for Planned Development of Hapori Heights (DR-17) Dear Director McCasland, I am writing in support of an application submitted by KCG Development, for proposed Hapori Heights. The 140-unit senior housing development is to be located at 0 Almeda Genoa Road (HCAD# 1297850010005) in the Hobby community. My district encompasses the area where the proposed development site is located, and I believe the surrounding community will benefit from the availability of affordable options. In addition, the site's location is ideal in that it offers immediate access a plethora of community amenities and resources — accessible on foot and via the multiple bus routes nearby. Proximity to Hobby International Airport is an added benefit for working seniors — as the airport is a catalyst for over 27,000+ workforce jobs in the area. I am happy to support Hapori Heights development for DR-17 senior housing funding. If you have any questions, please call my office at 832-393-3011. Respectfully, Robert Gallegos Houston Council Member District I TELEPHONE (832) 393-3011 • 9WR�1�9YLOOR • HOUSTON, TX 77002 districti oustontx.gov ROBERT GALLIEGOS HOUSTON COUNCIL MEMBER DISTRICT I March 9, 2020 Housing and Community Development Department 601 Sawyer, Suite 400 Houston, TX 77007 Re: Support for Planned Development of The Station at 9150 (DR-17) Dear Director McCasland, I am writing in support of an application submitted by KCG Development, for proposed Station at 9150. The 180-unit multifamily housing development is to be located at 9150 Gulf Freeway in the Hobby community. My district encompasses the area where the proposed development site is located, and I believe the surrounding community will benefit from the availability of affordable options. In addition, the site location offers immediate access to Hobby International Airport — the catalyst for the 27,000+ workforce (under $42,000 per year) jobs in the immediate area, per the most recently available Federal data. Multiple bus stops nearby offer access to the City's Public Transit System, which is critical given that within the Houston Hobby submarket, 58.9% of workers are in manufacturing, retail, logistics and warehousing - making the site a prime area for workforce housing. I am happy to support Station at 9150 development for DR-17 multifamily housing funding. If you have any questions, please call my office at 832-393-3011. Respectfully, 12 Afw� Robert Gallegos Houston Council Member District I TELEPHONE (832) 393-3011 • 9PQ6fA'9YLOOR • HOUSTON, TX 77002 diStricti@houstontx.gov NAPERVILLE EDUCATIONAL IMPACT MODEL - ESPERO LANDING Unit Size Grades K-6 Grades 7-9 Grades 10-12 1 Bed 0.003 0.001 0.001 2 Bed 0.128 0.042 0.046 3 Bed 0.357 0.123 0.118 ESPERO LANDING ESTIMATED IMPACT Unit Size # Units Grades K-6 1 Bed 71 0.213 2 Bed 103 13.184 3 Bed 32 11.424 TOTALS 25 Grades 7-9 Grades 10-12 0.071 0.071 4.326 4.738 3.936 3.776 8 9 42 Page 78 of 192 HOUSING TAX CREDIT EST. 1848 GEORGETOWN TEXAS Public Outreach Requirement: Applicant: Public Outreach Plan: RESOLUTION OF SUPPORT REQUEST 4% New Construction The applicant must hold two public meetings, one at least three weeks before the City Council consideration. Outreach will consist of letters, signage and ads to residential neighborhoods within 1/2 mile of the site. An outreach plan must be approved by the Housing Coordinator. KCG Development for Espero Landing & Asperanza Heights • Two public meetings o Meetings at the below times: • Meeting #1 June 1211, at 5PM CST • Meeting #2 July 1011, at 5PM CST • Letters o KCG will contact residents in the 1/2 radius of the site via Mail • Signage o Sign posted at site with meeting times and applicant contact information • Ads o KCG will engage the Saddlecreek HOA to have both meeting notices disseminated to residents via an Email Blast and via publication on the HOA Website Page 79 of 192 Espero Landing & Asperanza Heights Proposed Development at Sadd/ecreek Additions/information KCG C O M P A N I E S June 18, 2020 Impact on Georgetown ISD • KCG utilized the "Naperville Model" to estimate the impact of new students that would enter GISD from other districts (42 new students). • The Naperville Model is a widely accepted and utilized formula to estimate these numbers. This is the same formula/model other multi -family developers have used in Georgetown. • This information was discussed with David Biesheuvel, Executive Director of Construction and Development for GISD 4 He confirmed that these proposed developments would not have an adverse impact on GISD since a new elementary school would be opening in Fall 2020. 25 of the 42 new students projected would be elementary age. Page 81 of 192 Partnership with Non -Profit Criteria Must be a Housing Finance Corporation ("HFC"), Housing Development Corporation ("HDC"), a Public Facility Corporation ("PFC") or a Governmental Housing Authority ("HA") • The HFC is typically the issuer of the bonds (part of financing for LIHTC developments) Structure & Role of Nonprofit • Nonprofit is the General Partner of the Owner entity/Partnership • Nonprofit owns the fee simple interest in the land, while the Partnership owns all the land improvements • The Partnership enters into a Ground Lease with the Nonprofit • The Nonprofit has a perpetual interest/ability to purchase the property • The Nonprofit has the Right of First Refusal (i.e. first opportunity to purchase the property) after the LIHTC 15 Year Compliance Period ends Operational/Development Involvement of Nonprofit • If Nonprofit is an HFC/PFC — involved primarily in the financial underwriting and predevelopment/design review process, operations handled primarily by KCG • If Nonprofit is a Housing Authority — situationally dependent, with some being involved on the financial review, underwriting and design/predevelopment approvals and others actively taking part in the operation and management of the property • Texas state statute § 394.905 applies for HFC/PFC with regards to tax exemptions • Texas state statute § 392.005 applies for HA with regards to tax exemptions Page 82 of 192 Timeline in Non Profit selection • Local Municipality approvals as required • Start formal Site Development Plans and Building Plans • Initiate all 3rd party reports for site diligence (Market Study, Environmental, Feasibility, etc.) • Bond Reservation confirmed — dependent on availability of bond funds (known as 'bond volume') • This depends on the TX Bond Review Board ("TXBRB") calendar • Potentially on or around August 15th, 2020 if bond volume is available • Or, TXBRB lottery applications in October 2020 for January 2021 bond reservation depending on winning lottery draw • Or, regional collapse of all MF funds by TXBRB March 2021 • Confirm Non -Profit selection and participation • Typically any partnerships are not established and finalized until Bond Reservation has been awarded • Prepare/submit LIHTC application to TDHCA • Finalize debt and equity financial providers • Initiate Partnership legal formation and documents • Site Development Permits and Building Permits • Closing on all financing • Start Construction Page 83 of 192 Georgetown LIHTC properties with Non - Profits and property tax exemptions • Property tax exemptions are not uncommon for workforce housing LIHTC properties. Of the 14 LIHTC properties in Georgetown, eight (8) have non-profit entities within their organization structure and are property tax exempt • Stonehaven apartments (158 units) is owned by the Georgetown HA and is also property tax exempt but is not layered with LIHTC San Gabriel Senior Village 2101 Railroad 100 Elderly/Senior R477464 Crossroads HDC Mariposa at River Bend 121 River Bend 201 Elderly/Senior R469952 Capitol Area HFC Cypress Creek at River Bend 120 River Bend 180 General R469953 Capitol Area HFC Shady Oaks 501 E. Janis Drive 60 General R088952 Georgetown HA The Gateway Northwest 1617 Northwest Blvd. 177 General R524244 THE HDC Merritt Heritage 4700 Williams Drive 244 Elderly/Senior R562487 Crossroads HDC Oaks at Georgetown 550 W. 22nd Street 192 General R044795 Crossroads HDC Georgetown Place 805 Quail Valley 176 General R404235 Unknown Page 84 of 192 Need for property tax exemption • High cost of land is otherwise prohibitive of Workforce Housing developments • Rising costs for construction in both labor and materials • Uncertainty in financial markets due to COVID-19 have resulted in higher interest rates • Tax credit developments for Workforce Housing generate less income than comparable conventional/market rate apartments • In exchange for providing much needed workforce housing in Georgetown, we would need the full (100%) property tax exemption of all taxable entities to be financially feasible • This is similar structure to many other LIHTC properties in Georgetown Page 85 of 192 F C O M P A N I E S Page 86 of 192 City of Georgetown, Texas City Council Workshop June 23, 2020 SUBJECT: Presentation and discussion on the proposed FY2021 Capital Improvement Plan for Transportation and Drainage -- Wesley Wright, PE, Systems Engineering Director ITEM SUMMARY: Please find attached a presentation for the proposed FY2021 Capital Improvement Plan for Transportation (Street Maintenance, Thoroughfare, Sidewalk, Intersections, & Airport) as well as Drainage. FINANCIAL IMPACT: Please see attached presentation for financial impact. SUBMITTED BY: Wesley Wright ATTACHMENTS: FY21 CIP Presentation Transportation and Drainage FY21 CIP Street Maintenance Overall Exhibit FY21 CIP Transportation Exhibit Page 87 of 192 EST. 111411 GEORGETOWN TEXAS FY21 Budget Capital Improvement Plan Transportation & Drainage City Council Workshop June 23, 2020 Page 88 of 192 EST. 111411 • • G EORGETOWNSF TEXAS 2021 Transportation & Drainage Capital Improvement Plan • Airport ($750k) • Drainage ($1MM) • Streets Street Maintenance (Est. $3.5MM — sales tax dependent) 2015 Road Bond ($6.8MM) — GTEC ($8.5 M M ) Page 89 of 192 EST. 111411 G EORGETOWN TEXAS FY21 Airport - $750k • Maintenance Facility - $750k — FY20 Roll (previously approved) — Paused due to Covid-19/debt market issues —Budget rollforward • Several Operational requests coming as part of normal base budget — Wildlife Management — Pavement Maintenance — Hangar Maintenance Page 90 of 192 EST. 111411 G EORGETOWN TEXAS FY21 Drainage - $1MM • Curb and Gutter Repairs — Removal and replacement of damaged curbs — $500,000 • Stormwater Inventory — Operational and Maintenance items — $200,000 • Drainage Improvements — Low Water Crossings — $300,000 Page 91 of 192 EST. 111411 GEORGETOWNSF TEXAS Street Maintenance - $3.5MM • Hot -In -Place Recycling (Cutter) — *Sales Tax Revenue Dependent — New Pavement mixed with existing — River Bend, Park Meadow, Lakeway, Western Trail, Wagon Wheel, Lonesome Trail, Springs Trail, Primrose Trail, Hollow Trail, Broken Spoke Trail, Whisper Oaks — Downtown (Scenic to Austin & 6t" to 10tn) Page 92 of 192 EST. 111411 GEORGETOWNSF TEXAS Street Maintenance - $3.5MM • Hot -I n-Place Recycling (Culter) `4 �P�NS V tkt)Mtt TSiA�6 CO./F F n '4s� ell, �i rl STACEY q ` T [ANC i YvO M�£sl kp o Oy �� Page 93 of 192 W 2NO s 1. „ en U \Y 3► () Bl H•4T/13T. '.Y 5Yi. ST. (jJ VV ITN ST Q W ttNIVL-HS TY AVF. 1 y EST. 111411 GEORGETOWNSF TEXAS Street Maintenance - $3.5MM • High Performance Pavement Seal — *Sales Tax Revenue Dependent —Curb to curb crack sealing — HA5 & PMM products used past 3+ years —Sun City (portions) — Quail Valley, High Tech, Old FM 1460 — Berry Creek (portions) — Lakeside Ranch Page 94 of 192 EST. 111411 GEORGETOWNSF TEXAS Street Maintenance - $3.5MM • High Performance Pavement Seal — Quail Valley, High Tech, Old FM 1460 21ST Si. -a�14' ry�Gpm ip 1N 22ND ST. S Y 0�, Vllt� A Z" OP qEP ♦ �Z < �08, "7ANIA F 24TH ST. Tp P Z OO�Z DO n y G A G V 9 .I� YAtilEY Oft' S 110100 P WHIG D� WAY N`GNSEGN OwN�fEv^I `�yaE Z " O 5 of 192 �` EST. 1848 GEORGETOWNSF TEXAS Street Maintenance - $3.5MM High Performance Pavement Seal — Sun City Page 96 of 192 Y EST. 111411 GEORGETOWNSF TEXAS Street Maintenance - $3.5MM High Performance Pavement Seal — Berry Creek Cow" Page 97 of 192 Rch -� s EST. 1848 GEORGETOWN` TEXAS Street Maintenance - $3.5MM • High Performance Pavement Seal — Lakeside Ranch hS'���•G 1�41 ,'' �y p BtA7�Ai. Vt'//pt HRY I:filyr X ✓� v S� VAT Page 98 of 192 4r,p0 Fes. c� $� t+�' Jpr o, L� FV CE'MS�� Y, 0 0 9 EST. 111411 GEORGETOWN TEXAS Looking Forward Street Maintenance — PCI Update Likely 2022 — Continue HIPR/HPPS as sales tax revenue allows Road Bond Programs — Finishing 2008 (FM971) — Finishing 2015 (DB Wood, sidewalks, intersections) — May 2021 Election (Committee Forthcoming 7/14) Impact Fee Committee — Restarting August Page 99 of 192 EST. 111411 GEORGETOWN TEXAS 2015 Road Bond • Southwest Bypass —Complete • Rivery Blvd —Complete • NW Blvd Bridge —Complete Early 2021 • Leander Road —Under Design (CAMPO $) • Southwestern —Under Design (need ROW) • Inner Loop —Design Complete (bidding July) • Intersection —Ongoing (annual) • Sidewalks —Ongoing (annual) Page 100 of 192 EST. 111411 GEORGETOWN TEXAS 2015 Road Bond Remaining Projects • Under Design Southwest Bypass (Wolf Ranch Parkway —SH29 connection) ($0.7MM design) • Potential Partnership with WILCO Williams & Lakeway Intersection ($1.4MM) - • Under Design Leander Road (River Ridge to SW Bypass) ($5.2MM 2015 Road Bond) • Under Design, Acquiring ROW, CAMPO/TxDOT Construction Southwestern Blvd (Raintree to Inner Loop) ($4.2MM 2015 Road Bond) • Under Design, Acquiring ROW Inner Loop (Austin to 1460) ($1.2MM 2015 Road Bond) • Bidding July 2020 (GTEC Funded - $7.2MM) • Future Design & Const. (FY21+) DB Wood (SH29-Oak Ridge) ($18.4MM) (FY21-22) Remainder Priority 1 Sidewalks (Downtown & SH29) ($3.7MM) (FY21-24) Page 101 of 192 EST. 111411 GEORGETOWN TEXAS 2015 Road Bond Remaining Projects (contd) Not Currently Budgeted • Future Design ONLY- $14AMM — Stadium Dr. & NE Inner Loop ($2.1MM) — SH29 (Haven Lane to SH130) ($4.1MM) — Remainder Intersection Improvements ($3.7MM) — Remainder Future Projects ($4.5MM) • Williams, Shell, Inner Loop, DB Wood, IH35 SB Frontage • TxDOT Projects - $11.6MM TOOT Funded Going Forward IH35 NB Frontage Road ($7MM) Leander Road Bridge Design ($4.6MM) Page 102 of 192 EST. 111411 G EORGETOWN TEXAS FY21 Street CIP - $6.8MM • Intersection Improvements — Signals, turn lanes, etc — Locations TBD — $1.8MM • Sidewalks — Continuation of Priority 1 ADA Master Plan — Downtown — $1MM • DB Wood (SH29 to Oak Ridge) — Design FY21 ($4M M) — Construction FY22 ($14.4MM) Page 103 of 192 LST Ili9R FY2021 Annual Budget GE0RGETOWN TEXAS FY21 GTEC - $8.5MM • Aviation Drive - • Airport Road to IH35 Service Road r — 4/5 Lanes — Eco Devo — Water System Enhancements Proposed — $8.5MM 04of1 d IH35 =4 era�rg j t I .i"' Aviation Dr. Extension EST. 111411 GEORGETOWN TEXAS FY21 Budget Capital Improvement Plan Transportation & Drainage City Council Workshop June 23, 2020 Page 105 of 192 City of Georgetown, Texas City Council Workshop June 23, 2020 SUBJECT: Presentation and discussion regarding the proposed FY2021 Capital Improvement Plan for Facilities -- Eric Johnson, Facilities Director ITEM SUMMARY: Overview of FY2021 and future budgeted CIP projects for Citywide Facilities. FINANCIAL IMPACT: This is a workshop item SUBMITTED BY: Shirley Rim for Eric Johnson, Facilities Director ATTACHMENTS: FY 2021 CIP Presentation Page 108 of 192 EST. 111411 GEORGETOWN TEXAS Fiscal Year 2021 Budget and Five -Year Capital Improvement Plan Facilities Capital Improvement Plan (CIP) City Council Workshop June 23, 2020 Page 109 of 192 EST. 1848 FY2021 Annual Budget • OWN TEXAS Purpose • Summary of information from previous council meetings and workshops — Facilities Efficiency Study— Dec 2019 — Transfer Station —January 2020 — Facilities ISF — March 2020 • None of the proposed projects are currently funded — all are proposed for discussion Page 110 of 192 EST. 111411 GEORGETOWN TEXAS 2021 Capital Improvement Plan • Downtown • Land Acquisition • Facilities - 2021 • Facilities —5year plan Page 111 of 192 EST. 111411 GEORGETOWN TEXAS Downtown • City Center Festival/Public Space • $75,000 — 2021— Phase 1 • $1,300,000 — 2022 - Phase 2 • $1,375,000 — 2023 — Phase 3 • $2,150,000 — 2024 — Phase 4 • $500,000 — 2025 — Phase 5 �i CITY CENTER C(1V'e Page 112 of 192=N E. Y EST. 111411 GEORGETOWN TEXAS Land Acquisition • Parks and Recreation Administrative Offices FACILITIES STUDY aWR B E TION BUILDING -SITE PLAN Al ® lF NICHOLS EST. 111411 FY2021 Annual Budget GEORGETOW TEXAS Facilities • Public Safety Operations and Training Center Phase II - $4,500,000 - 2021 PUBLIC 6AFETY OP@RATIO 49 AND T MMING CENTER �. �r�� a f �-mow►. Page 114 of 192 I EST. 1848 FY2021 Annual Budget • OWN TEXAS Facilities • Transfer Station - $10,000,000 - 2021 EST. 1848 FY2021 Annual Budget .'GEORGETOWN TEXAS Facilities • Recreation Center -Teen/Senior Renovation — $200,000 — 2021 Page 116 of 192 I 81h St. Covered Market Space Animal Services Renovation/Addition Facility Services Renovation/Expansion Festival Space Georgetown City Center Fire Logistics Building Fire Station No. 1 Renovation Fire Station No. 3 Renovation Fire Station 4-Reloc. EST, 111411 GEORGETOWN TEXAS Proposed 5 Year CIP 2021 FY 2022 FY 2023 $150,000 $6,200,000 $900,000 $75,000 $1,300,000 $1,375,000 $2,150,000 $500,000 $3,750,000 Page 117 of 192 $950,000 $3,150,000 $7,000,000 EST. 111411 GEORGETOWN TEXAS (20210 Am 0 M FY 2022 FY 2023 FY 2024 Fire Station No. 8 m & Mixed Use Parking Garage Parks and Rec Admin Offices Public Facilities Master Plan PSOTC Phase II $4,500,000 Public Works Relocation Purchasing/Fleet/ $1,750,000 $15,100,000 Warehouse Rec Center Teen/ $200,000 Page 118 of 192 c,Pninr Rannvatinn $750,000 $6,250,000 $1,100,000 $9,000,000 $8,500,000 $12,000,000 $175,000 $4,200,000 L7 Signature Gateway Transfer Station TOTAL EST. 111411 GEORGETOWN TEXAS Proposed 5 Year CIP $100, 000 $10,000,000 $14,775,000 $7,150,000 $17,425,000 $7,150,000 $15,750,000 Page 119 of 192 $41,975,000 EST 848 FY2021 Annual Budget • • TEXAS Next Steps • All proposed projects funded through the tax rate except the Transfer Station — Transfer station debt service funded through sanitation rates • CIP Capacity discussion in July Council Meeting — Projects may move around in years based on capacity Page 120 of 192 City of Georgetown, Texas City Council Workshop June 23, 2020 SUBJECT: Presentation and discussion regarding the proposed FY2021 Capital Improvement Plan for Parks and Recreation -- Kimberly Garrett, Parks and Recreation Director ITEM SUMMARY: Proposed FY2021 CIP projects for Parks and Recreation are included in the attached presentation. FINANCIAL IMPACT: Financial Impact is included in the attached documents SUBMITTED BY: Kimberly Garrett, Parks and Recreation Director ATTACHMENTS: Parks CIP Presentation Parks CIP Detail Page 121 of 192 EST. 111411 GEORGETOWN TEXAS Parks & Recreation Capital Improvement Plan City Council Workshop June 23, 2020 Page 122 of 192 Agenda • Current year CIP projects • 2008 Park Bond Status Update • Proposed Parks 5 year CIP • Proposed Parks CIP FY 2021 • Parks Board Recommendation — J u ne 17, 2020 Page 123 of 192 EST. 111411 GEORGETOWN TEXAS EST. 111411 G EORGETOWN TEXAS Current Year Projects Parks ADA Transition Plan San Gabriel Park Phase III Design Region Trail Extension Neighborhood Park Development Parks Master Plan Tennis Center Pool Demo Page 124 of 192 ■ K4 '1 1 1 1 .1 EST. 111411 GEORGETOWN TEXAS Parks ADA Transition Plan • Accessibility repairs along Randy Morrow Trail to Chandler Park • Bid in late summer with construction to begin early fa I I EST. 111411 GEORGETOWNW TEXAS Design San Gabriel Park Phase III C 17 Jj� Page 126 of 192 I Cane's n Fingers FY2021 Annual raco Bell ° ;; is WAin�sr Mu i palrCourt • wliow�, H / tl The UPS. Store W.Untversity%Ave. 7" W 13th St ' tL �_ a � 14th st . Y 1 !! The Rail at Georgetown •" � J t71h St - —• I jht wie4hSt" �• C9 1 Was wIlmsr t. H Dawdt'ss. •` V The Caring Place -- ��.,, ospi a ro .y Si N r O e'sleyanrAt Scenic ••fI 1 Ti Climatiie'd C .? S`elflSiorage 1 Oaks At Georaetovrn McIntire's Ga EST. 1848 G EORGETOWN TEXAS Neighborhood Park Development Redevelop Heritage Community Gardens • 19 acres • Minimal support facilities Heritage Community Gardens "4 i • Opportunity for lifelong learning • 2100 Hutto Road • Southeast area of Georgetown Page 128 of 192 EST. 111411 GEORGETOWN TEXAS Parks Master Plan Update • Last updated in 2009 • Top priorities accomplished • Establishes community priorities • Guideline for CIP and future bond • Opportunity to leverage grants Page 129 of 192 EST. 111411 GEORGETOWN TEXAS Demo Tennis 2013 Aquatic Master Plan recommended closure due to conditions and geographic proximity to other pools Page l30 of 192 EST. 111411 G EORGETOWN TEXAS 2008 Park Bond Status • $35.5M Park Bond approved by voters in November 2008 • Prior Issuances — Issued to date $22.7M — 2010 thru 2018 • Remaining Authorization — $12.8M Page 131 of 192 EST. 111411 GEORGETOWN TEXAS Proposed S Year CIP PAMDA'Transition .. Plan 150,000 150,000 - - Blue Hole Park Improvement - - - - Neighborhood Park Development 250.000 250,000 250,000 250,000 250,000 Parks Master Plan - - - - Regional Trail Development 1,275,000 - 1,200,000 - Son Gabriel Pork 600,000 5,250,000 - - - Southeast Commun' Park - - 4,000,000 - Tennis Center Pool Demolition 70,000 - - - Westside Park Development - - - - Westside Recreation Center - - - - - Deferred from approved FY2020 CIP Page 132 of 192 1,200,000 1,200,000 250,000 1,500,000 - 200,000 2,400,000 4,875,000 8,700,000 14,550,000 10,500,000 14,50 ,000 j - 70,000 10, 000, 000 10,000,000 53,650,000 67 EST. 111411 GEORGETOWN TEXAS Proposed Parks CIP FY 2021 • Continue Parks ADA Transition Plan • Deferred FY2020 Projects — San Gabriel Park Phase III Design — Regional Trail Extension — Neighborhood Park Development — Parks Master Plan — Tennis Center Pool Demo Page 133 of 192 EST. 111411 G EORGETOWNWF TEXAS Continue Parks ADA Transition Plan • Complete accessibly on Randy Morrow Trail • Begin accessibility improvements on the South San Gabriel Trail Page 134 of 192 EST. 111411 G EORGETOWN TEXAS Parks Board Recommendation • Parks Board Recommended approval of the proposed projects in the FY 2021 and the Five Year Capital Improvement Plan at their June 17th meeting. Page 135 of 192 EST. 111411 GEORGETOWN TEXAS Proposed S Year CIP ADA Transition Plan 150,000 150,000 - - _ - 300,000 Blue Hole Park Improvement - - - - 1,200,000 1,200,000 Neighborhood Park Development 250,000 250,000 250,000 250,000 250,000 250,000 1,500,000 Parks Master Plan 200,000 - - - - - 200,000 Regional Trail Development 1,275,000 - 1,200,000 - 2,400,000 4,875,000 rnh'tP! P7•4 600,000 5,250,000 - - - 8,700,000 14,550,000 Southeast Community Park - - 4,000,000 - 10,500,000 14,500,000 Tennis Center Pool Demolition 70,000 - - - - - 70,000 Westside Park Development - - - - - 10,000,000 10,000,000 Westside Recreation Center - - - - - 20,600,000 20,600,000 2,545,000 5,650,000 1,450,000 4,250,000 250,000 53,650,000 67,795,000 Deferred from approved FY2020 CIP Page 136 of 192 EST. 111411 GEORGETOWN TEXAS QUESTIONS ? Page 137 of 192 ADA Transition Plan ,ADA deficiencies were identified and ranked in 2015 through park area assessments. This assessment was included in the City's ADA Transition Plan. FY2021 is year five of this plan and the area scheduled for renovations is the continuation of accessibility repairs to the San Gabriel River Trail system. Improvement will continue at additional park location pending funding availability. 150,000 150,000 - 300,000 Blue Hole Park Improvement, - - 1,000,000 1,000,000 Blue Hole Park Improvement Blue Hole Park provides a unique experience for Georgetown and regional visitors due to its natural beauty. Improvements are planned to make infrastructure upgrades to enhance visitor experiences in the park. Additionally, these improvements will provide an outstanding aesthetic for those that come to visit the park. The parks proximity and connectivity to downtown provides an opportunity to increase visitor recreational experiences. 200,000 200,000 Regional Trail Development ,Trails were a high priority in the 2008 Parks Master Plan and continue to be one of the most requested amenities from residents. The city's trail system along the San Gabriel River provides a variety of benefits including recreation, transportation and a key alternative to get to the City's key tourist destinations. As development occurs along the San Gabriel River, trails should be extended to provide residents access to the river corridor and its natural beauty and historic features. 175,000 200,000 400,000 775,000 Southeast Community Park, - - 10,500,000 10,500,000 Southeast Community Park,The southeast area of town does not have any community park facilities and is identified in the Parks and Recreation Master Plan as a deficiency. The park should be between 50 to 150 acres with opportunities for trail corridors, unique topography and trees if possible. Acquisition of the parkland is a short-term priority with development being a long-term priority. Atypical community park includes play equipment, pavilions, restrooms, trails, lighted ball fields, as well as parking. 4,000,000 - 4,000,000 Westside Park Development, - 8,500,000 8,500,000 Westside Park Development ,The City purchased 90 acres in 2013 in order to plan for the development of a Westside park. In addition, there were 29 acres of land donated adjacent to the future park. Acquiring parkland on the Westside of Georgetown was a high priority in the 2009 Parks and Recreation Master Plan. A master plan for the future park was completed in 2015. Park development will consist of both active and passive recreation opportunities including athletic fields as well as trails. 1,500,000 1,500,000 Westside Recreation Center, 19,600,000 19,600,000 Westside Recreation Center,The Georgetown Recreation Center was renovated in 2009 increasing its square footage to 65,000 square feet. An additional recreation center on the west side of town is identified in the 2009 master plan as the population grows. An additional 50,000 square foot recreation center will be needed to maintain the current level of service and to evenly distribute accessibility at a population of approximately 85,000. In addition, the current tennis center built in 1978 which is need of major renovations, is planned to be relocated with the new recreation center. 1,000,000 1,000,000 Tennis Center Facility Improvement,Update condition per the 2013 Aquatics Master Plan. 70,0001 1 70,000 Parks Master Plan ,Update the master plan for city's growth and guide a future parks bond. Deferred from 2020 debt sale. 200,000 200,000 San Gabriel Park,Funding for renovations to San Gabriel Park were approved in the 2008 Parks Bond. A master plan was completed in 2015, specifying a plan to complete renovations over four phases. Phases one and two are complete. Phase Three design will be completed in FY 20 with construction scheduled to begin in FY21. Phase three includes the festival/event area and improvements near the Community Center. Deferred in FY2020 debt sale. 600,000 5,250,000 - 8,700,000 14,550,000 Regional Trail Development ,2021 Wolf Crossing shopping connection. Deferred from 2020 Debt Sale. 1 1,100,000 1,000,000 1 2,000,0001 4,100,000 Page 138 of 192 Neighborhood Park Development,Funding for improvements to undeveloped neighborhood parkland. Existing undeveloped parkland is identified for development as need and demand is shown within a given neighborhood. Order of priority: Heritage Garden, La Conterra, Beretta, Verde Vista, Crystal Knoll, River Chase 250,000 250,000 250,000 250,000 250,000 250,000 1,500,000 Parks Total 2,545,000 5,650,000 1,450,000 4,250,000 250,000 53,650,000 67,795,000 Page 139 of 192 City of Georgetown, Texas City Council Workshop June 23, 2020 SUBJECT: Presentation and discussion regarding the FY20 and FY21 Budget Update including Revenues, Pressure Points and Citizen Engagement Plan -- Laurie Brewer, Assistant City Manager ITEM SUMMARY: The purpose of this workshop is to update Council on current year FY20 budget status and to provide a briefing on FY21 upcoming budget pressures and process. • Update for the FY20 Budget - Provide update on revenue trends - Recommendations to continue budget contingency plan • Discuss basic assumptions for FY21 Budget • Discuss pressure points for FY21 Budget • Update Council on citizen engagement and communication plan for budget • Outline next steps • Get Council feedback FINANCIAL IMPACT: This is a workshop item SUBMITTED BY: Shirley J. Rim on behalf of Laurie Brewer ATTACHMENTS: Budget Briefing Presentation 6.23.2020 Page 140 of 192 BUDGET BRIEFING Page 141 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • Update Council on current year FY20 budget status • Provide update on revenue trends • Recommendations to continue budget contingency plan • Discuss basic assumptions for FY21 Budget • Discuss pressure points for FY21 Budget • Update Council on citizen engagement and communication plan for budget • Outline next steps • Get Council feedback Page 142 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • Current Year revenue update • Sales tax • Development related revenue • Utilities • Hotel Occupancy Tax • Status of FY20 revenue contingency plan - spending plan reductions • Property Tax - preliminary information • FY21 Budget Pressure Points • Citizen Budget Communication and Engagement Plan • Next Steps Page 143 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • Sales Tax - • Previously estimated 3% below budget-$30.67M • New "tentative" projection is estimated at $31.75 or at the FY20 original budget • If confidential report/breakdown supports that this is a meaningful trend • We also want to see May's sales tax numbers to confirm new projection • Development Revenues • Holding weekly developer calls • Each week, continuing to see an uptick in home sales • Will impact development revenues as well as sales tax related to construction Page 144 of 192 AGEO ETOW N Exns • Utility revenue • Electric — currently expected to meet budget forecast • Service revenues through March were up $1.5 • April service revenues were down significantly • Development related revenue over $1 million higher than original forecast • Water — currently expected to meet or slightly exceed forecast • Impact fees are expected to be $11.8M higher than expected • Hotel Occupancy Tax • Improving over April; slow recovery Page 145 of 192 OfSi 19Jtl G RGETOWN TEXAS 95 85 75 65 55 45 35 25 15 Weekly Occ (%) - Mar 21, 2020 to Jun 06, 2020 21-Mar 28-Mar 4-Apr 11-Apr 18-Apr 25-Apr 2-May 9-May 16-May 23-May 30-May Page 146 of 192 ♦This Year Last Year 6-Jun fSi 19Jtl G EO RG ETOW N TEXAS • Holding on 31 positions • Will evaluate hiring certain frozen positions based on updated revenue projections. • Pausing on projects • Downtown Parking • Parks Master Plan; Neighborhood Parks; Tennis Center Pool demo; regional trail expansion; design of San Gabriel Park Phase 3 • Citizen and Employee Engagement Surveys • Staffing/Operations of Fire Station 7 • Cut employee training • Retained training needed to maintain certifications Page 147 of 192 AGEO ETOW N Exns Preparing for FY21 Page 148 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • Sales Tax • Currently projecting same as for 2021 • $31.75M (equal to FY20) • Development revenue • Continued development related growth — more moderate than the beginning of FY20 • Other revenue • SAFER grant for firefighters decreases from 75% funding to 30% • Property Tax (General Fund) • $15.3M to $15.7M Page 149 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • New Terminology De minimis rate - The rate is equal to the sum of: • (A) a taxing unit's no -new -revenue maintenance and operations rate • (B) the rate that when applied to a taxing current total value, will impose an amount of taxes equal to $500,000, and • (C)a taxing unit's current debt rate • Does not apply to Georgetown • Unused increment rate A taxing unit that did not use all of its revenue growth may bank that unused growth as long as the taxing unit averaged below 3.5 percent of the voter -approval rate over three years. For the 2020 tax year, the unused increment rate is zero Page 150 of 192 E#ec ate No -New -Revenue Tax Rate ROI a Voter -Approval Tax Rate Malnt a�ce� No -New Revenue Malnenance &DpefSifon &Operatlons(M&O)Rate New De minimis Rate New Unused Inuement Rate I'T 1111 G EO RG ETOW N TEXAS • Preliminary role provided by Appraiser • New Property estimate - $470M • Amount under Protest - 25% • 3.5% in Operations & Maintenance rate increase being proposed in FY21 plan • As allowed in new state legislation • Due to increase in existing values, does not mean an increase in the overall tax rate Page 151 of 192 fSi 19Jtl G EO RG ETOW N TEXAS City of Georgetown Total Market Value (in billions) V) $12.00 z O $10.00 J Z $8.00 J $6.00 Q $4.00 Q $2.00 9 $0.00 ❑ 2015 ®2016 ©2017 o 2018 0 2019 Page 152 of 192 TAX YEAR 2020 -jEORGETOWN FLXAS Number of Residential New Improvements 1,600 1,400 1,200 1,000 800 ' 600 400 200 0 ' 2015 2016 2017 2018 201� Page 153 of 192 AfSi 19Jtl GEO RG ETOW N TEXAS 60 50 40 30 20 10 Number of Commercial New Improvements 2015 201 ¢age 154 of 192 2017 2018 fSi 19Jtl G EO RG ETOW N TEXAS $0.80 $0.7 $0,70 $0.60 $053 S0,50 $040 $l:T30 $0.20 Sam $0.00 CHANGE IN TAXABLE VALUE FROM 0 Existing Prop" Value P R 10 R Y E A R $0.78 GlNew Improvement Value Fj Difference in Taxable Value SO 7' horn Previous Year $0.65 61 $0 45 i $046 $044 K.41 3C 16 2015 2C: 6 2017 -`j i b 20L9 Page 155 of 192 • $470 million in new property • Generates additional revenue for new budget costs • New property in Tax Increment Zones dedicated to improvements in the Zone [IT GE0RCGjE'Tt6­'WN V , TEXAS General 7,203,076,531 Downtown 74,568,725 R i ve ry 49, 923, 461 South Georgetown 39,182,223 Gateway 19,556,574 Wolf Lakes 5,934,827 7, 392, 242, 341 *AV —Appraised Value *ARB —Appraisal Review Board Page 156 of 192 ARB ARB Properties 2, 243, 750, 636 4,149 31.1% 52, 041, 619 59 69.8% 64, 500, 010 73 129.2% 188, 046, 688 210 479.9% 14, 889, 229 15 76.1% - - 0.0% 2, 563, 228,182 4,506 fSi 19Jtl G EO RG ETOW N TEXAS Implementation of ® comprehensive plan First Station 6 & 7 Sustaining growth in development services Page 157 of 192 UDC Diagnostic Water planning and conservation TxDot Signa Takeover Georgetown Convention and Visitors Bureau fSi 19Jtl G EO RG ETOW N TEXAS • 3 pronged Implementation Strategy • Regulatory Framework • Decision Framework • Plans, Programs and Partnerships Integrate development by focusing on the transition in uses rather than the separation of uses "Georgetown: A caring commuffkty honoring our past and innovating for the future." and sizes to meet the needs of all ages. incomes. and lifestyles UEORGETOWN TEXAS • Projects in first two years: • UDC Diagnostic and Re -write • Update existing Workforce Development standards to identify specific opportunities to improve usability of existing program. • Evaluate special district policy for workforce housing opportunities. • Develop a plan for a gateway feature at City entrance on southbound 1-35. • Identify potential public/private/non-profit partnership opportunities to create a dedicated housing fund. • Expand home repair program to workforce homeowners • Submit a budget request to complete a small area plan for the neighborhood Track -Ridge -Grasshopper Neighborhood. "Georgetown: A caring cammt(►fkty honoring our past and innovating for the future." fSi 19Jtl G EO RG ETOW N TEXAS • The City currently manages and operates (owns) 21 Traffic Signals. • In Spring of 2021, the population numbers from the 2020 Census should be available. • The City will be required to take over the traffic signals that are currently managed and operated byTxDOT. • 30 additional traffic signals. City will have 51 total traffic signals to manage and operate. Page 160 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • City of Georgetown has initiated a contract with Iteris which is the City's traffic signal consultant. Iteris manages our SPM software -Signal Timing • Will take an inventory of all the TxDOT Signals, the equipment, the life expectancy, etc..... • Iteris will be assisting in the take over and negotiate with TOOT on the City's behalf. • We will try to get TxDOT to bring the signals that we will be taking over up to the City's standards or equipment. Page 161 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • What are the benefits of taking over the signals? • Currently TxDOT signal crews come out of Austin District Office. • The city's population gets to take advantage of having a dedicated staff that can respond more quickly to a traffic signal malfunction and/or citizen complaints. • City can also operate these signals more efficiently during planned events such as festivals or unplanned events such as a road closure due to an incident. Page 162 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • Station 6 staffing is accomplished by moving team from Station 5 • New staffing for Station 7 partially funded by SAFER grant • Need to consider additional positions for full coverage of shifts • Evaluation of impact of staffing Medic 5 (Station 7) • Coverage for the shifts • Overtime versus new staffing • Calls/Coverage Response Times Page 163 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • Water Rates and Capacity to Serve Measured by • Supply - raw water • Treatment Capacity -Infrastructure • March 2020 Council presentation - our planning has accelerated due to our use patterns and growth • Master Plan indicated additional supply needed 2042; now 2037 • Working with Brazos River Authority to evaluate additional supply, primarily in Carrizo Wilcox aquifer zone • Master Plan indicated major treatment at 8-10 years; now within 5 years • Expansion of Lake Water Treatment Plant - $30M • Construction of South Water Treatment Plant - $58M plus transmission lines • Partnerships with Round Rock and Leander • Conservation critical to reduce rate impact/timing Page 1640£ 192 AGEOETOWN EXAS 100,000 90,000 80,000 70,000 60,06, 50,000 40,000 30,000 20,000 10,000 Water Resource Availability 3,300 Connections/year 19,000 ac/ft 0,10 0,11 o.1'L O�'S Otib otih Otid ory� O,ti4 O,ti� 0,50 0.�1 o,5'L O�3 O,6b O,Sh 0,56 0,5� O„�0 o�A OHO Oat �Q'L �3 oAP O�h oa6 0�� oa0 OAA OHO oy1 O�ti o�'� OyA o�h oyN O�1 oy0 Oyu O60 ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti ti Total Water (ac/ft) Blanchard Water Agreement Future Water Supplies Average Demand —Average Demand w/Conservation Page 165 of 192 G EO Rdi � rOW N TEXAS • Planning and Engineering support • Inspections • Water system - growth in Western District Page 166 of 192 fSi 19Jtl G EO RG ETOW N TEXAS Weekly Sum of Applications Accepted 500 450 400 350 300 321 250 276 283 288 OOftft 200 244 234 250 231 220 150 199 100 5o 0 A. Week of Week of Week of Week of Week of Week of Week of Week of Week of Week of Week of Week of Week of Week of March 16 March 23 March 30 April 6 April 13 April 20 April 27 May 4 May 11 May 18 May 25 June 1 June 8 June 15 Page 167 of 192 • Permit activity dipped in April due to COVID-19 impacts • Permit activity increased in May and has continued in June • City has issued 1,200 single-family building permits during first 8 months of FY20 AGEO ETOW N LXAS 55 50 45 40 z 35 30 25 2019-2020 New Applications Comparison E JANUARY FEBRUARY MARCH APRIL MAY —0-2019 New Applications Received -0-2020 New Applications Received Page 168 of 192 Development Application Activity by Month: • January: heavy on construction plans • February: heavier on final plats • March: heavy on resubmittals • April: heavier on final plats • May: site plans and plats took lead i+i inns G EO RG ETOW N TEXAS w 57 n 52 �E 47 0 Z 2019-2020 Resubmittals Comparison JANUARY Page ? ok 192 MARCH APRIL MAY �.2019 Resubmittals Received -0-2020 Resubmittals Received • Impact fees represent new connections to our water system • Original FY2020 Budget included $14.25M in impact fees • Estimated 2000-2500 new connections • Current fee - $6921 per residential unit • Per unit varies based upon plat date per the impact fee ordinance • FY20 Updated (amended) Budget = $26,050,000 • $11,800,000 in new impact fee revenue estimated • Estimated total of 3800-4000 new connections • Approximately $20M of that has been collected to date Page 170 of 192 AGEO ETOW N Exns 1400 1200 1000 800 600 400 200 0 New Water Connections January February March April May June July August September October November December —>h+g2Dn oW92 2016 —2017 —2018 —2019 Ai+i ins GE ETOW N EXAS • Revenues • FY19 - $1.39M • FY20 - $711 K • Strong revenue through mid -March • FY21 - $650K • Slower recovery than other revenue streams • Expenses • Continue to hold on sales and convention support position • Continue to promote Georgetown • Overall • Utilize reserves to continue to promote Georgetown as a destination to reestablish revenue streams Page 172 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • City Manager's Budget - FY21 strategy • Conservative outlook for revenues • Continue to watch economic indicators to determine local conditions • Funds some FY20 projects that were paused during pandemic • New funding included if critical to maintain levels of service • Some currently frozen positions may be filled • Tier 1 FY21 projects to be reviewed as economic related activity becomes more clear • Consider Tier 1 projects in the fall, when more is know about a possible second wave of COVID infections Page 173 of 192 AGEO ETOW N Exns • In addition to pressure points, have asked public for feedback • Survey • Education and asks for input on priorities • Closes June 26 • Online and printed • English and Spanish • Website - posting of detailed budget information; key dates • Social media • Facebook ads in English and Spanish • Videos • Short, informal educational segments to inform citizens on city budget and encouraAGEO e engagement Page 74 0£ 93 ETO W N EXAS • Budget survey through June 26 • Detail Budget Book delivery with detail - week of July 13 • July 14 workshop • July 21 and 22 Work sessions • August 11- City Manager Proposed Budget • August, September • Public hearings on tax and budget • Adoption of budget by ordinance • October 1 - new fiscal year • October/November - review Tier 1 projects Page 175 of 192 ARGEETEXOWN AS Page 176 of 192 fSi 19Jtl G EO RG ETOW N TEXAS City of Georgetown, Texas City Council Workshop June 23, 2020 SUBJECT: Presentation and discussion regarding COVID-19 and the City's opening of facilities and modified operations and programs -- David Morgan, City Manager ITEM SUMMARY: FINANCIAL IMPACT: N/A SUBMITTED BY: Jackson Daly ATTACHMENTS: 06.23.2020 COVID-19 Presentation Page 177 of 192 COVID-19 REPORT June 23, 2020 Page 178 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • LATEST FROM GOVERNOR • TESTING SITE • ADVISORY BOARDS AND COUNCIL CHAMBERS • CITYVEHICLES • REOPENING STATUS • PARKS AND RECREATION PROGRAMMING AND FACILITIES • SEEKING DIRECTION ON SPECIAL EVENTS Page 179 of 192 fSi 19Jtl G EO RG ETOW N TEXAS Governor Announces Phase III Reopening On Wednesday, June 3, 2020, the Governor announced the third phase of the State of Texas' plan to safely open the economy while containing the spread of COVID-19. Under Phase III, effective immediately, all businesses in Texas will be able to operate at up to 50% capacity, with very limited exceptions. Businesses that previously have been able to operate at 100% capacity may continue to do SO. Includes: youth camps, rec. sports, swimming pools, libraries, and outdoor gatherings. Page 180 of 192 AGEO ETOW N LXAS Govemor Addresses Hospital Capacity On Tuesday, June 16, 2020, the Governor addressed hospital capacity in light of increasing case counts and hospitalizations. At the time, Texas has nearly 15,000 beds available. The Governor added that less than 10% of those who test positive go the hospital, and people under 30 are testing positive at a higher rate, possibly due to visiting bar -type settings and not following safety procedures. Jails and prisons settings still have the highest positivity rate and 75% of fatalities are linked to people 65 and older. Texans have a personal responsibility to combat the coronavirus. Cities are not allowed to mandate masks. Page 181 of 192 G qEOETOW N FLXAS • Georgetown Fire Department has supported testing site at Wagner Middle School since launch • Planned to remain open through July 17 • WCCHD contemplating extending operations, options, and alternatives • Recommendation: Continue to utilize staff resources for supporting test site over the long-term • Completing 35-45 tests per day • 4% positive rate fSi 19Jtl Page 182 of 192 G EO RG ETOW N TEXAS • June 15 • Up to 2 people per vehicle with face masks and daily temperature checks • Excludes public safety personnel who have separate safety protocols for vehicles Page 183 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • Advisory Boards to began meeting June 1: • Hosting meetings in the Friends Room of the Library or Council Chambers • Meetings are in -person with option for advisory board members to participate through conference call • Public is welcome to attend meetings • Meeting rooms set-up will provide social distancing between board seats and audience • Preparing to open Council Chamber in July. • AV will allow for both in -person and Zoom functionality • Community Room is currently available for in -person viewing and participation Page 184 of 192 AGEO ETOW N Exns • May 18: City facilities opened to public • City Hall • Georgetown Municipal Complex • Visitors Center • Airport Terminal • Public Safety Operations • Garey Park Gate House Page 185 of 192 L A • June 15: City facilities opened to public • Increase occupancy to 50% ONLY if there have been days with customer overflow • Unlocked doors at Planning, Parks Admin, and Animal Services • (Previously these facilities were appointment only) Page 186 of 192 AGEO ETOW N Exns • June 15: Parks and Recreation • Recreation Center and Tennis Center (50%) • Pools (25%) • Community Center (50%) • Garey House (50%) • Camp Goodwater at Rec Center (50 campers) Page 187 of 192 AGEO ETOW N Exns • June 25: Parks and Recreation Destination Amenities Garey Play Ranch Splash Pads • July 1: Parks and Recreation Destination Amenities • Creative Playscape (tentative) • Waiting on a few damaged tube slide replacement parts which were discovered during the installation of the poured in place surfacing Page 188 of 192 fSi 19Jtl G EO RG ETOW N TEXAS • 4t" of July • Option 1: Drive-in event at San Gabriel Park • Option 2: Close San Gabriel Park; encourage people to view from elsewhere; encourage people to stay in and around their vehicles • Option 3: Cancel • POPPtoberfest: October 23-25 • Music on the Square: developing plan to limit crowds • Beer Crawl: Cancelled Page 189 of 192 ARGEETEXOWN AS • Movies in the Park: July and August (one per month) • July 24 & August 14. • Staff will be on site to ensure that groups of 10 are at least 6 feet apart. • No pre -movie festivities like games and popcorn, just an opportunity to get out and enjoy the park. • The movies will take place in SG Park at the new Legacy Pavilion. • All other special events in Georgetown facilitated by other organizations must follow the Governor's guidance on social distancing • Developing more robust shop small campaign(s) Page 1900£ 192 AGEOETOWN EXAS For any outdoor gathering estimated to be in excess of 500 people ... the county judge or mayor, as appropriate, in consultation with the local public health authority, may impose additional restrictions Recommendation: Must follow Governor's guidance on social distancing and document how they plan to do so via the Special Event Application Page 191 of 192 AGEO ETOW N Exns Page 192 of 192 fSi 19Jtl G EO RG ETOW N TEXAS