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2023-06-21 CEDC Minutes IgiCITY OF SOUTHLAKE TEXAS SOUTHLAKE COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEETING MINUTES: June 21, 2023 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 Vice President Mike Pazera, Board Secretary Craig Sturtevant, Jennifer Kolb, Bob Mundlin and Jeff Wang COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEMBERS ABSENT: Eric Wang STAFF PRESENT: Chief Financial Officer & Board Treasurer Sharen Jackson, Director of Economic Development & Tourism Daniel Cortez, Director of Community Services Chris Tribble, Director of Public Works Rob Cohen, and Economic Development Specialist Stephanie Bernard 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 May 23, 2023 Community Enhancement and Development Corporation meeting A motion was made to approve the minutes from the May 23, 2023 meeting. Motion: Mundlin Second: Pazera Ayes: Kolb, Schelling, Mundlin, Sturtevant, J. Wang, Pazera Nays: None Abstain: None Vote: 6-0-0 Motion Carried — APPROVED 3. Economic Development a. Review and provide feedback on the Workforce Attainment and Development Plan June 21, 2023 CEDC Minutes Economic Development Specialist Stephanie Bernard provided the Board an overview of the Workforce Attainment and Development Plan. Mrs. Bernard asked the Board to provide feedback on the plan as well as the implementation strategy. b. Discussion of FY 2024 Economic Development and Capital Improvement Program budget items Director of Public Works Rob Cohen provided the Board a brief overview of the request for funding for S.H. 114 ramp reversals in an amount not to exceed $241,000 during FY 2024 CIP budget for the purpose of construction. No formal action was sought on this item other than board feedback and questions on the requested funding. 4. The Marq a. Discussion of FY 2024 The Marq Southlake budget items Director of Community Services Chris Tribble presented to the Board with the FY2024 budget items for The Marq. There were no new economic development items for FY 2024. No formal action was sought on this item other than board feedback and questions on the requested funding. 5. Staff Reports a. Financial Reports 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 currently exceeding the target annual cost recovery at 78.5%, with a budget anticipated target of just under 60% for the year. Legends Hall is exceeding the target cost recovery at 44% with an annual goal of 33%. She noted there is roughly $150,000 of deferred revenue on the books for the remainder of the fiscal year and $243,000 planned for the remainder of this calendar year. Champions Club is at almost 85% cost recovery with a target of 67%. Champions Club continues to see increases in memberships, with 3,587 as of the date of the meeting. She noted that average membership revenue is $260,000/month where pre-covid it was $186,000/month. ii. Sales Tax Report Chief Financial Officer& Board Treasurer Sharen Jackson presented the Board with the most recent sales tax data. She stated most recent sales tax collections for sales in the month of April 2023 are flat but showed a 4% 2 June 21, 2023 CEDC Minutes reduction following an audit adjustment compared to the same time last year. She noted she still anticipates CEDC projected budgeted collections to be met by the end of the fiscal year. b. Economic and development activity report Director of Economic Development and Tourism Daniel Cortez provided the Board with an update on the press release provided by Ikea relating to their new store concept in Park Village. He also provided an update regarding Capital Grille and provided the Board with a brief hotel occupancy update. 6. Adjourn Board President Martin Schelling adjourned the meeting at 7:22 p.m. Martin Schelling, Board President Community Enhancement and Development Corporation Board Craig S urtevant, Board Secretary Community Enhancement and Development Corporation Board 3