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2022-11-17 CEDC MeetingigE_ I-... �. SOUTHLAKE TEXAS COMMUNITY ENHANCEMENT & DEVELOPMENT CORPORATION MEETING THURSDAY, NOVEMBER 17, 2022 LOCATION: The Marq Southlake Legends Hall - Boardroom 285 Shady Oaks Drive TIME: 6:00 p.m. AGENDA: 1. Call to order 2. Consider approving the minutes from the September 27, 2022, Community Enhancement and Development Corporation meeting 3. Consider the selection of Board officers 4. Executive Session: Pursuant to the Open Meetings Act, Chapter 551, Texas Government Code, Section 551.087: Deliberation regarding economic development negotiations. Executive Session may be held, under this exception, at the end of the Regular Session or at any time during the meeting that a need arises for the Community Enhancement and Development Corporation to deliberate regarding economic development negotiations. a. Section 551.087: Deliberation regardinq economic development negotiations - Discuss the terms and conditions of an economic development incentive oroaram - Proiect No. 2022-01. The Community Enhancement and Development Corporation Board may discuss or deliberate regarding commercial or financial information received from a business prospect that the city seeks to have locate, stay, or expand in or near the city and which the City is conducting economic development negotiations; or to deliberate the offer of a financial or other incentive to a business prospect as described above. 5. Economic Development: a. Review and provide input on the Select Southlake Target Industry Video 6. The Marq: a. Consider approval of funding for the purchase of capital equipment from Marathon Fitness in an amount not to exceed $107,500. 7. Staff reports: a. Financial reports The Marq Southlake financial highlights and membership sales report ii. Sales tax report b. Economic and development activity report 8. Adjourn Carillon Park Public Spaces Steering Committee Update A quorum of the City Council may or may not be present at this meeting. SOUTHLAKE TEXAS CERTIFICATE I hereby certify that the above agenda was posted on the official bulletin boards at Town Hall, 1400 Main Street, Southlake Texas on Friday, November 11, 2022, by 6:00 p.m., pursuant to Chapter 551 of the `e,�(> N W. nt Code. N Amy he ley, = City Secretary : �—: meetW_4t have a disability that requires special needs, please advise If you plan to attend�t'hi the City Secretary 48 h6Yos►uo►4Wance at 817-748-8016, and reasonable accommodations will be made to assist you. CITY OF SOUTH LAKE TEXAS SOUTHLAKE COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEETING MINUTES: November 17, 2022 LOCATION: The Marq Southlake Legends Hall — Boardroom 285 Shady Oaks Drive Southlake, Texas 76092 TIME: 6:00 p.m. COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEMBERS PRESENT: Board President Martin Schelling, Board Secretary Craig Sturtevant, Eric Wang, Bob Mundlin and Jennifer Kolb. COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEMBERS ABSENT: Board Vice President Mike Pazera, Jeff Wang STAFF PRESENT: Chief Financial Officer & Board Treasurer Sharen Jackson, Director of Economic Development & Tourism Daniel Cortez, Recreation Manager Ryan McGrail, Assistant Recreation Manager Amy Bennett and Economic Development Specialist Stephanie Clayton 1. Call to order Board President Martin Schelling called the meeting to order at 6:00 p.m. 2. Consider approving the minutes from the September 27, 2022 Community Enhancement and Development Corporation meeting A motion was made to approve the minutes from the September 27, 2022 meeting. Motion: Sturtevant Second: Kolb Ayes: Sturtevant, Kolb, Mundlin, E. Wang, Schelling Nays: None Abstain: None Vote: 5-0-0 Motion Carried —APPROVED November 17, 2022 CEDC Minutes 3. Consider Selection of Board Officers Tabled until more board members are present. 4. Executive Session Board President Schelling announced the Community Enhancement and Development Corporation (CEDC) would go into Executive Session pursuant to the Open Meetings Act, Chapter 551, Texas Government Code, Section 551.087 to deliberate regarding economic development negotiations for Project No. 2022-01. Executive Session began at 6:04 pm and concluded at 7:05 pm. 5. Economic Development a. Review and provide input on Select Southlake Target Industry Video Economic Development Specialist Stephanie Clayton presented the video to the board and asked for feedback. She noted the material will be used in a number of ways, through various avenues, to market Southlake to potential businesses in line with Southlake's target industries. 6. The Marq a. Consider approval of funding for the purchase of capital equipment from Marathon Fitness in an amount not to exceed $107,500. Recreation Manager Ryan McGrail provided information on the equipment purchase for Champions Club including nine Precor 885 EFX Ellipticals ($9,219/ea) and two Precor 885 Adaptive Motion Trainers ($10,458/ea). Staff is able to receive $4,500 in Trade in Value for the equipment being replaced. He noted this funding was previously approved in the CEDC FY2023 operating budget. A motion was made to approve the funding for the purchase of capital equipment from Marathon Fitness in an amount not to exceed $107,500. Motion: Mundlin Second: Kolb Ayes: Sturtevant, Kolb, Mundlin, E. Wang, Schelling Nays: None Abstain: None Vote: 5-0-0 Motion Carried —APPROVED 7. Staff Reports a. Financial Reports 2 November 17, 2022 CEDC Minutes i. The Marq Southlake financial highlights and membership sales report Chief Financial Officer & Board Treasurer Sharen Jackson provided information about Champions Club membership trends and revenue. She informed the Board that the Marq overall is trending above target annual cost recovery at 80% as of the date of the meeting with a target of 65%. She noted that Champions Club and Legends Hall both are below target annual cost recovery for the year with Champions Club at 61% cost recovery with a target of 71% and Legends Hall at 40% cost recovery with a target of 44%. Champions Club has 3,162 members as of the date of the meeting. ii. Sales Tax Report Chief Financial Officer& Board Treasurer Sharen Jackson presented the Board with the most recent sales tax data. She noted that the sales tax collections for the month of October are trending favorably at just under 25% more than the same time last year. She noted the city is still trending above budget and is projected to end the year at 5% or more above projected sale tax revenue. b. Economic and development activity report i. Carillon Parc Public Spaces Steering Committee Update Director of Economic Development and Tourism Daniel Cortez provided the board an update on the Carillon Parc Public Spaces Steering Committee. The first meeting occurred October 17 and served as an orientation for the committee. 8. Adjourn Board President Martin Schelling adjourned the meeting at 7:43 p.m. rtin Schelling, Board President Community Enhancement and Development Corporation Board Crai S rtevant, Board Secretary Com unity Enhancement and Development Corporation Board 3