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2025-03-25 CEDC MeetingSOUTH LAKE TEXAS COMMUNITY ENHANCEMENT & DEVELOPMENT CORPORATION MEETING TUESDAY, MARCH 25, 2025 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 February 25, 2025, Community Enhancement and Development Corporation meeting. 3. Consider an amendment to the adopted Fiscal Year 2025 Southlake Community Enhancement and Development Corporation Replacement Fund Budget. a. Consider approval of funding for the purchase of capital equipment from Ford Audio -Video Systems LLC, in an amount not to exceed $163,926. 4. Staff reports: a. Southlake Open Rewards Program Update b. Financial reports I. The Marq Southlake financial highlights and membership sales report II. Sales tax report c. Economic and development activity report 5. Adjourn A quorum of the City Council, board, commission, or committees may or may not be present at this meeting. CERTIFICATE I hereby certify that the above agenda was posted on the official bulletin boards at Town Hall, 1400 Main Street, Southlake, Tex��s on Friday, March 21, 2025, by 6:00 p.m., pursuant to Chapter 51 of the Texas GovernmWfl Am elley T MC - � _ City cretary , If you plan to attend this md'&t4A a disability that requires special needs, please advise the City Secretary 48 hours inracii' A"c'e' at 817-748-8016, and reasonable accommodation will be made to assist you. Page 1 of 1 • 1 'CITY OF SOUTHLAKE TEXAS SOUTHLAKE COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEETING MINUTES: Tuesday, March 25, 2025 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 Member, Bob Mundlin Member, Eric Wang COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEMBERS ABSENT: Member, Jeff Wang STAFF PRESENT: Chief Financial Officer, Sharen Jackson Director of Information Technology, Blair Halbert Deputy Director of Economic Development & Tourism, Robert Briggs Deputy Director of Community Services, Ryan McGraii 1. Call to order: Board President, Martin Schelling, called the meeting to order at 6:02 p.m. 2. Consider approving the minutes from the February 25, 2025, Community Enhancement and Development Corporation meeting: A motion was made to approve the minutes from the February 25, 2025, CEDC meeting. Motion: C. Sturtevant Second: E. Wang Ayes: M. Schelling, M. Pazera, Bob Mundlin Nays: None Abstain: None Vote: 5-0-0 Motion Carried —APPROVED // Tuesday March 25, 2025 CEDC Minutes 3. Consider an amendment to the adopted Fiscal Year 2025 Southlake Community Enhancement and Development Corporation Replacement Fund Budget. a. Consider approval of funding for the purchase of capital equipment from Ford Audio-Video Systems, LLC, in an amount not to exceed $163,926. i. Director Halbert provided an overview to the board explaining the $163,926 was the amount carried over from the FY24 budget for work already completed in FY25. A motion was made to approve Item 3, an amendment to the adopted Fiscal Year 2025 Southlake Community Enhancement and Development Corporation Replacement Fund Budget, for the purchase of capital equipment from Ford Audio- Video Systems, LLC, in an amount not to exceed $163,926. Motion: B. Mundlin Second: M. Pazera Ayes: M. Schelling, C. Sturtevant, E. Wang Nays: None Abstain: None Vote: 5-0-0 Motion Carried —APPROVED 4. Staff Reports a. Southlake Open Rewards Program Update i. Deputy Director Briggs provided the Board with an update on the progress of the 2025 Open Rewards Program highlighting that over $41,000 in rewards had already been processed from the total $100,000 allocated for the 2025 campaign. Staff efforts to increase the non-resident use of the program have resulted in non-resident usage growing to over 14% of total usage since the start of the 2025 program on February 1, 2025. b. Financial Reports i. The Marq Southlake financial highlights and membership sales report. CFO Sharen Jackson presented the Board with the previous month's Marq Southlake Financial Highlights and Membership Sales Report. CFO Jackson advised that membership levels are trending slightly lower than projected, however, revenues remain near projections due to the types of memberships that remain active. Staff believes the slight downward trend is due to the opening of Lifetime Fitness in Westlake and Community Services is currently working diligently to implement programs to increase the membership base. 2 Tuesday March 25, 2025 CEDC Minutes ii. Sales Tax report CFO Jackson presented the Board with an updated Sales Tax Report advising the Board January 2025 sales tax data reported 4.83% better than January 2024. CFO Jackson reminded the board that staff is awaiting a decision by the comptroller on an ongoing audit which, depending on the decision, could reduce the overall tax revenue received by the city. Staff will update the board at a future meeting, once a final determination has been made. 5. Economic and Development Activity Report Deputy Director Briggs provided the Board with an overview of development activity since the February Board meeting. Deputy Director Briggs reported that both residential and commercial permit activity remains higher in 2025 than 2024 and that the City Council would be considering possible changes to the Transition Zoning District (TZD) at their April 1, 2025, meeting. Deputy Director Briggs also provided an overview of development actions made by the Council at their March 4, 2025, meeting and reported that Director Cortez would be making his return to the office beginning this week. 6. Adjourn: Board President, Martin Schelling, adjourned the meeting at 6:20 p.m. Martin Schelling, Board President Community Enhancement and Development Corporation Board Craig turtevant, Board Secretary Community Enhancement and Development Corporation Board 3