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2025-05-27 CEDC MeetingCITY OF SOUTH LADE TEXAS COMMUNITY ENHANCEMENT & DEVELOPMENT CORPORATION MEETING TUESDAY, MAY 27, 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 March 25, 2025, Community Enhancement and Development Corporation meeting 3. Economic Development: a. Review and provide feedback on the draft 2025 Business Climate Survey framework 4. Staff reports: a. Financial reports The Marq Southlake financial highlights and membership sales report Sales tax report b. Economic and development activity report 5. Adjourn A quorum of the City Council, board, commission, or committee may or may not be present at this meeting. CERTIFICATE I hereby certify that the abgYetegegoa was posted on the official bulletin boards at Town Hall, 1400 Main Street, Soutl�l�k®,Friday, May 23, 2025, by 6:00 p.m., pursuant to Chapter 551 of the Texas Govel•Wm •Code..' A ell y RMC Cit retary °f°° t tr•*• 'filli';1\ If you plan to attend this meeting and have a disability that requires special needs, please advise the City Secretary 48 hours in advance at 817-748-8016, and reasonable accommodation will be made to assist you. s 0C.ITY O.F SOUXASTHLAKE TE , SOUTHLAKE COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEETING MINUTES: Tuesday, May 27, 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, Vice President Mike Pazera, Board Secretary Craig Sturtevant, Bob Mundlin, Jeff Wang, and Eric Wang COMMUNITY ENHANCEMENT AND DEVELOPMENT CORPORATION BOARD MEMBERS ABSENT: None STAFF PRESENT: Chief Financial Officer & Board Treasurer Sharen Jackson, Director of Economic Development & Tourism Daniel Cortez, and Champions Club Operations Manager Amy Bennett 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 March 25, 2025, Community Enhancement and Development Corporation meeting: A motion was made to approve the minutes from the March 25, 2025, CEDC meeting. Motion: Pazera Second: Mundlin Ayes: Schelling, Pazera, Sturtevant, Mundlin, E. Wang Nays: None Abstain: J. Wang Vote: 5-0-1 Motion Carried —APPROVED 3. Economic Development a. Review and provide feedback on the draft 2025 Business Climate Survey framework Director of Economic Development & Tourism Daniel Cortez presented the draft 2025 Business Climate Survey including the following proposed modifications to the survey: Tuesday May 27,2025 CEDC Minutes • Leveraging the use of volunteers to obtain an improved participation rate • Shifting the survey to biennial occurrence • Beginning the survey in late summer Director Cortez also inquired with the Board to provide any suggestions or proposed changes to him directly if any ideas occur in the future for improvements to the survey. 4. Staff Reports a. Financial Reports i. The Marq Southlake financial highlights and membership sales report. Chief Financial Officer and Board Treasurer Jackson presented the Board with the most recent month's The Marq financial highlights and membership sales report. • CFO Jackson advised that cost recovery metrics are meeting or exceeding targets. Membership levels are trending slightly lower than projected, about 5% lower; however, revenues remain near projections due to the types of memberships that remain active. She also noted that over the summer staff will be modifying future projections for memberships for the upcoming year, but we also anticipate gaining memberships over the summer due to past year trends. ii. Sales Tax report Chief Financial Officer and Board Treasurer Jackson updated the Board with current sales tax trends noting that we are currently above budget for the year. She stated we're seeing a 5.4% increase over last year for revenue in the month of March but factoring in the audit adjustments we're closer to a 3.5% to 4% over last year. She also informed the board that retail, department stores, and restaurants are the highest revenue generators. b. Economic and Development Activity Report Director of Economic Development & Tourism Daniel Cortez updated the Board on the status and upcoming budget request for the City's business recruitment program. He stated the program was on hold for a few months earlier in the year with it recommencing recently. He also provided updates to the status of the development projects being proposed along State Highway 114, south of Dove Road, and east of North White Chapel Boulevard. 2 Tuesday May 27,2025 CEDC Minutes 5. Adjourn: Board President, Martin Schelling, adjourned the meeting at 6:35 p.m. • Martin Schelling, Board President Community Enhancement and Development Corporation Board Craig Sturtevant, Board Secretary Community Enhancement and Development Corporation Board 3