HomeMy WebLinkAbout2009/09/01-Minutes-Fort Worth Local Development Corporation (FWLDC) CITY OF FORT WORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED—SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Present:
President Frank Moss
Vice President Dannv Scarth
Secretary Carter Burdette
Treasure W.B. "Zim" Zimmerman
Director Salvador Esping
Director Jungus Jordan
Director Kathleen Hicks
Director Joel Bums
Absent:
Director Mike Moncrief
City staff:
Torn Higgins, Assistant City Manager
Peter Vaky, Senior Assistant City Attorney
Ron Gonzales, Assistant City Secretary
Cynthia Garcia, Assistant Director, Housing and Economic Development Department
Other Citv staff in attendance included:
LeAnn Guzman, Assistant City Attomcv
Susan Alanis, Director. Planning and Development Department
Call to Order (Agenda Item 1)
With a quorurn of the Board Members present, President Moss called the called - special
session to order tor the Board of Directors of the Fort Worth Local Development Co oration
(Corporation) at 11:09 p,in, on Tuesday. September 1, '11009, in the Pre-Council Chamber of the
For-1, A'cwth Municipal But-Ung, 10011) Throckmorton, For, Worth. Tcxas, vQ ith Director Moncrief
<l sent.
Approval of Minutes from Nleeting held on
July 28,�2009 (Agenda Item 2)
P,eslderit M-,,,)ss t-)pened thie, f1cww t'or a nioll'on cw" the inilnultes'
CITY OF FORT WORTH, TEXAS
FORT )VORTH LOCAL DEVELOPMENT CORPORATION
CALLED-SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page 2
Approval of Nlinutes from Meeting held on
July 28, 2009 (cont"d) (Agenda Item 2)
MOTION: Upon a motion made by Director Hicks and seconded by Director Espino the
Board of Directors of the Fort Worth Local Development Corporation voted
unanimously eight (8) "ayes- and zero (0) "nays", with Director Moncrief absent,
to approve the minutes of the July 28, 2009. meeting of the Fort Worth Local
Development Coq:)oration, The motion carried.
Consideration of Financial Report (Agenda Item 3A)
President Moss referenced the following financial report:
The Balance Sheet dated July 31, 2009, for the Corporation (unaudited) as follows:
Assets
Cash and cash equivalents $2,496,226,37
Interest Receivable 6.77 8,31
Accounts Receivable(1) 260,858.82
Total Assets $2.763.863,50
Liabilities and Fund Balance
Accounts and Contracts Payable
0.00
Deferred Revenue 16-581,10
-l'ota', Liabilities 16,581,10
Fund Balance(Deficit)
Designated for-Authorized Expenditures S3,019,991,77-7
Net Income (272,709,37)
Undes-1 i4nated 000
I ota, Fun'd Balaince 2A0
71,863
'Yotal Labilities an d Fund Balance 2
$ , 6
0") AI! Accounts Receivable are fironi A.111 Acquisition. LLC 260.8 8,82
'Hhc Staten-le nit of Reverwes ;.,-End Fx Pend flaces 1'rorn October 1, 2008, di-11RDILIU111 JU"�� 111, tunaudited),
S:
CITY OF FORT WORT", TEXAS
FORT WORT" LOCAL DEVELOPMENT CORPORATION
CALLED—SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page 3
Consideration of Financial Report(cont'd (Agenda Item 3A)
Revenues
Property Tax Reimbursement 543,769.58
Revenue from Rents 309,235.13
Gas Lease Bonus 3.789.48
f I U D Loan Administration Fee 0,00
Interest Income 63.90717
Change in Fair Value of Investments 0.00
Other Revenue 0.00
Total Revenue 5420,701,36
Expenditures
Bank Charges $208.83
Contractual Services 3,25148
Insurance 10.497.60
Property Management
14,554.10
Property Purchase 286,959.13
Property Taxes 116,02102
Repairs 12,682.58
Storm Water Utility 17.510.25
Transfers to City 231,72 1.74
Total Expenditures 5693,410.73
Excess (Deficiency) of Revenues Over(Under) Expenditures
I (5271709.37)
The Schedule of Available Funds dated July 31. 21009 (unaudited), for the Corporation as follows:
Total Cash at July 31, 2009 52.496.226,37
Cash in Property Management Account
(37 -16,2- 971
Cash available in Cite aCCOLlut 2,458.989A0
nitine-nas
Cvp}eas, Avpr€;vedlklay 1
Purchase,, M'Pre
,pen ies S88475J)0
i oan to 13 (Woodlim en) 1001,000,00
Loan to(-'v ress Equities, 1-1).
�P S39o),Ooo.1114
1-vans & Rosedale LA,hilniced CT-A 88.0.(1)0€j.(1)01
Survev FXpenses
S6,250,00
Re s e r e s
CITY OF FORT WORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED- SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page 4
Consideration of Financial Report (cont'd) (Agenda Item 3A)
Maintenance Reserve 100.00000
Property Tax Reserve 100,000,00
Total Commitments & Reserves 1,764,7215,00
Unrestricted Cash Available $694.264.40
The Schedule of Available Funds noted that on August 21. 2007, 5275,000.00 was
transferred to the City (M&C C-22334) with the understanding that it would be paid back when
properties along Lancaster are sold. The transfer was made to fund an art sculpture on Lancaster
Avenue. On December 18, 2007, $162,000.00 was transferred to the City (M&C C-22592) with
the understanding that it would be paid back when properties along Lancaster are sold. The
transfer was made to fund survey services and improvements on Lancaster Avenue. In
September 2008, 592,321.91 of the S 162,000.00 was returned to the LDC.
President Moss opened the floor for discussion and/or comments on these reports. There
was no discussion or formal action on the reports and the reports were accepted as presented.
Adopt Resolution Authorizing an Exclusive
Right to Lease Listing Agreement with
Coldwell Banker Commerce Searcy Vasseur
Group to List Property at 4600 Blue Mound
Road (Agenda Item 4)
Ms, Cynthia Garcia, Assistant Director, Housing and Economic Development
Department. addressed the Corporation regarding the proposed resolution, Ms- Garcia advised
that this property was the old American Ironhorse property at the comer of Blue Mound Road
and Meacham. She provided a map that depicted the location of the property and provided the
following background inforniation:
* FWL.DC appr ffl 2ese we cqusions in -1()08
* AIH filed for bankruptcv in 2009
* Lease \8.-ill tenninatc September 21009
* Recommendation
List Agreement with Coldwd'i Banker Commerce Searcy Vasseur Group
Presentiv managi p ng the property
Six inonth ternn
CITY OF FORT WORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED -SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page 5
Adopt Resolution Authorizing an Exclusive
Right to Lease Listing Agreement with
Coldwell Banker Commerce Searcy Vasseur
Group to List Property at 4600 Blue Mound
Road (cont'd) (Agenda Item 4)
Ms. Garcia stated that staff would negotiate the actual percentage of the commission,
currently proposed by Coldwell Banker Commerce Searcy Masseur Group for 4.5 percent. She
added that staff would also like to place a"For Lease" sign'on the property,
President Moss opened the floor for discussion on this issue.
Director Espino stated that across from this property was a proposed sexually oriented
business (SOB) and asked how the Corporation could protect itself from a proposed FWLDC
property becoming an SOB.
Ms. Garcia stated that the current direction to the FWLDC was to continue to lease the
building in an endeavor to sell the building. She added that when the FWLDC ]eased the
property specific language of what the use could be for the building was provided along with
information that prohibited any such uses.
Director Scarth asked Ms. Garcia if the FWLDC did not reach a ne-
otiating agreement
with the listing agent, if another method would be used to obtain an agent.
Ms. Garcia stated that a Request for Qualifications (RFQ) would be submitted. She
added that there had been other organizations that had expressed interest in the building, but that
since the FWLDC already had a long relationship with the Coldwell Banker Commerce Searcy
Vasseur Group, they already knew how the building worked and the water issues inherent with
the building, that it would be prudent to continue that relationship at this point.
Assistant City Manager Higgins advised that the City Manager had asked other Cifv
depaftrnents, Yiven the budoet issues the City was facing, to loOk at this building as a possible
fficiliv,-, 'le added that that it. would become complicated because the FVVI-DC woutc, be collecting
the rent fol-the propertv
There being no further discussion,. President Moss opened the floor for a moti011.
CITY OF FORT WORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED-SPECIAL SESSION
TUESDAY, SEPTEINVIBER 1, 2009
Page 6
Adopt Resolution Authorizing an Exclusive
Right to Lease Listing Agreement with
Coldwell Banker Commerce Searcy Vasseur
Group to List Property at 4600 Blue Mound
Road (cont'd) (Agenda Item 4)
MOTION: Upon a motion made by Director Esping and seconded by Director Burdctte, the
Board of Directors of the Fort Worth Local Development Corporation voted
unanimously eight (8) "ayes" and zero (0) "nays", with Director Moncrief absent,
to approve and adopt Resolution No. FWLDC-2009-15. The motion carried.
Adopt Resolution Authorizing the Payment
of Taxes on LDC Properties at 901; 909;
1009 and 1013 Evans; 1037 S. Freeway.
1776 E. Berry; 2200 Bomar Ave., 3217 and
3224 Yuma, 1509 and 1515 E. Lancaster;
and 708 and 911 E. Rosedale (Agenda Item 5)
(Director Jordan left his place at the table and did not return.)
Ms. Cynthia Garcia. Assistant Director, Housing and Economic Development
Department, addressed the Corporation regarding the proposed resolution. Ms. Garcia advised
that the FWLDC now owned approximately 14 properties that were purchased over the past year
and taxes were due on some of those properties. She added that staff believed there was a way
the FWLDC could become tax exempt and staff was working with the City Attorney's Office to
pursue that matter. She stated that staff would like to have authorization to pay the taxes on
these properties up to 520.000.00 and advised that the current debt was approximately S 1.500 00,
but she was unsure about any penalties or interest on this issue.
President Moss opened the floor for discussion on this issue,
Director Burns lasked when a determination would be made relative to the tax exempt
status.
Assistant City Attorney Vaky responded th-at the issue was lust brought to the City
Attorne-'s attention and an answer would be made sithitl a week.
y
Press dent Moss clanfied that what Ms. Garcia was stating Nvas that the inaxinnum aniount
tt,) be auflhoriz-01'1 S-20,"0010,0CY fi-r "111 rpro-pertles,
II
CITY OF FORT WORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED—SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page 7
Adopt Resolution Authorizing the Payment
of Taxes on LDC Properties at 901, 909;
1009 and 1013 Evans; 1037 S. Freeway;
1776 E. Berry, 2200 Bomar Ave.; 3217 and
3224 Yuma; 1509 and 1515 E. Lancaster;
and 708 and 911 E. Rosedale (cont'd) (Agenda Item 5)
Ms. Garcia responded affirmatively and added that if the entire amount was not needed, it
would not be used and if the taxes and interest owed on the properties were more than the
520,000.00, staff would come ask the Corporation for an increase for that amount. She advised
that this amount was to cover back taxes for all properties for years previous to the 2008-2009
timetrame.
Director Burdettc stated that it was clear to him that the taxes would not be paid prior to
the ruling on the legal question of tax exempt status and Ms. Garcia concurred.
Assistant City Attorney Vaky clarified that the resolution under consideration was subject
to legal counsel review and ascertainment of the taxes due and delinquent.
Director Scarth asked if the FWLDC had to adopt some guidelines for use of these
properties or predict the plans for use of the properties before deciding if they were taxed or not.
Assistant City Attorney Vaky stated that the question as to whether taxes were owed was
dependent on the use of the property which was the information he needed to determine whether
the taxes were indeed owed. He added that he was not clear on how the properties were
currently being used.
Director Scarth asked if that kvould require this issue returning to the Corporation for
consideration.
Assistant City Attorney Vaky responded that it would not and that requirements
nertaining to ativ future use of the property was a poficyl issue separate and apart p.rorn, the legal
qL In-StIon as to �s,,hether current, or previous uses of the property vvouid trigger the "laxes that were
allegedly owed.
President Moss inquired if the properties were presentiv for residential use and Ms.
Garcia stated that FWIL-IDC properties were for commercial use and were actively being marketed
for businesses.
Pres'..'-derit "vloss t-opene0l the flkmu-�,r '-0,r a inloa10,111-
CITY OF FORT WORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED- SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page 8
Adopt Resolution Authorizing the Payment
of Taxes on LDC Properties at 901; 909;
1009 and 1013 Evans; 1037 S. Freeway;
1776 E. Berry, 2200 Bomar Ave., 3217 and
3224 Yuma; 1509 and 1515 E. Lancaster;
and 708 and 911 E. Rosedale (cont'd) (Agenda Item 5)
NIOTION: Upon a motion made by Director Scarth and seconded by Director Esprno, the
Board of Directors of the Fort Worth Local Development Corporation voted
unanimously seven (7) ayes" and zero (0) -nays". with Directors Moncrief and
Jordan absent, to approve and adopt Resolution No. FWLDC-2009-16. The
motion carried.
Adopt Resolution Approving Budget for the
2009-2010 Fiscal Year (Agenda Item 6)
Ms. Cynthia Garcia, Assistant Director, Housing and Economic Development
Department advised the Board of the proposed budget in their agenda packet regarding the
proposed budget for October 1, 2009, through September 30, 2010 (unaudited), presented below:
Revenues
Property Tax Reimbursement 588.638.30
Revenues from Rent 5555.769.20
Gas Lease Bonus 50.00
Sale of Properties 521,520.90
Interest Income 512,000.00
Change in Fair Value of Investments 500.0
Other Revenue 50,00
Total Revenues 5677,928.40
LI- Renditures
Bank Char es S200,00
Contractual Services S 115,0
Insurance S30-190j)()
Property Managernent I
w S22-230.77
Property Purchase
S(
w -00
Property Taxes S 14005 1,773
Repairs S4M()0' 010
S
to._-,i-,- \Av'a te r L,.'t"In't v S-14,975,00
Slur%,'e,ys & S`Zm""jo,io'n
CITY OF FORT WORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED— SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page 9
Adopt Resolution Approving Budget for the
2009-2010 Fiscal Year (cont'd) (Agenda Item 6)
Transfers to City 526.000,00
Utilities S 11000.00
Total Expenditures S31�6247JQ
Excess (Deficiency) of Revenues Over(Under) Expenditures S-161 680.90
President Moss opened the floor for discussion on this issue.
Ms. Garcia advised that the budget reflected revenues based on six (6) months of rent and
it was anticipated that the building for the American lronhorse location would be leased for the
remaining six (6) months of the year,
Director Burdette stated that under both revenues and expenditures was a tax item; one
was "Property Tax Reimbursement" of revenues and the other was the expenditure of"Property
Taxes". He asked how those taxes related to the previous discussion.
Ms. Garcia stated that those taxes were taxes paid for on the American lronhorse property
and because those properties were leased on the market rate, the FWLDC was responsible for the
taxes but the tenants paid the taxes as part of their lease.
Director Burdette then clarified that the taxes were not affected by the legal question
regarding tax exemption. Ms. Garcia concurred.
President Moss stated that under "Expenses" an entry of "Transfers to the City" was
reflected and asked for an explanation of that entry,
Ms. Garcia stated that a person on staff actually monitored the financials for the FWI-DC
and this was to fund a portion of`-that person's salary,
Director Espino requested that in the future, staff provide a comparlson otif the actual
bud.et f-0-in the pre-vious year,
President Moss opened the floor fcw a rnotion.
CITY OF FORT NVORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED—SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page 10
Adopt Resolution Approving Budget for the
2009-2010 Fiscal Year (cont'd) (Agenda Item 6)
Upon a motion made by Director Esping and seconded by Director Scarth, the
Board of Directors of the Fort Worth Local Development Corporation voted
unanimously seven (7) "ayes" and zero (0) "nays", with Directors Moncrief and
Jordan absent, to approve and adopt Resolution No. FWLDC-2009-17. The
motion carried.
President Moss recessed the called — special session of the Corporation Board into
Executive Session at 1:22 p.m., in accordance with the requirements of the Texas Open Meetings
Law.
Executive Session (Agenda Item 7)
In accordance with Chapter 551 of the Texas Government Code, President Moss and the
Directors of the Fort Worth Local Development Corporation, except Director Moncrief who was
absent, convened into Executive Session at 1:22 p.m., on Tuesday, September 1., 2009, in the
Pre-Council Chamber of the Fort Worth City Hall, 1000 Throckmorton Street, Fort Worth, Texas
76 102, in order to:
A. Seek the advice of its attorneys concerning legal issues regarding any current
agenda items that are exempt from public disclosure under Article X, Section
9 of the Texas State Bar Rules. as authorized by Section 551.07I
of the Texas
Government Code,-
B. Discuss the purchase, sale, lease or value of real property, as authorized by
Section 551.072 of the Texas Government Code, Deliberation in an open
meeting would have a detrimental effect on the position of the Corporation in
neLj,otlatlons with a third party; and
Discuss or deliberate ne'uOtlations relating to anV econ,oniic devel
negotiations. as auth nzed bN� Section '�51.087 o f I
th
t e texas (Government
Code,
The Executive Session a(tiourned at 1:51 p.m.
President Moss reconvened frou-n the Executive Session back- into the called - special
se-Sslon, at 1 '32 -
CITY OF FORT WORTH, TEXAS
FORT WORTH LOCAL DEVELOPMENT CORPORATION
CALLED— SPECIAL SESSION
TUESDAY, SEPTEMBER 1, 2009
Page II
Requests for Future Agenda Items (Agenda Item 8)
President Moss opened the floor on requests for future agenda items. No requests were
made by Corporation members.
,A-d'journ
_ (Agenda Item 9)
With no further business before the Board. President Moss adjourned the called — special
session of the Fort Worth Local Development Corporation at 1:33 p.m. on Tuesday,
September 1, 2009.
These minutes approved by the Fort Worth Local Development Corporation on the 3`1
day of November, 2009.
APPROVED:
P1 #'
A
frank Moss
President
ATTEST:
Carter Burdette, Secretary
Prepared and respectfully submitted by
11---------- I-------1-1111,-------- -,---------,------
Ronald P, Gonzales, TRMC
Assistant City Sep retary