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2005-08-29 TAX INCREMENT REINVESTMENT ZONE NO. 2 BOARD MEETING MINUTESMINUTES OF THE BOARD OF DIRECTORS MEETING TAX INCREMENT REINVESTMENT ZONE NUMBER TWO CITY OF PEARLAND, TEXAS August 29, 2005 A special meeting of the Board of Directors ("Board") of the Tax Increment Reinvestment Zone Number Two ("Zone"), City of Pearland, Texas, was held in the Council Chambers of City Hall, which is located at 3519 Liberty Drive, Pearland, Texas, on Monday, August 29, 2005, at 4:00 p.m. The meeting was open to the public. Board Members in Attendance: Gary Cook Mike Pyburn Larry Loessin Gary Davis Ron Castillo Jo Knight Donna Coleman Ken Phillips Board Members Not in Attendance: Nigel Harrison City of Pearland Representatives in Attendance: Consultants in Attendance: Hon. Tom Reid Lynne Humphries — Allen Boone Humphries Bill Eisen Robinson, LLP Andrea Gardner James Ross — LJA Engineering & Surveying, Inc. Sue Darcy — Knudson & Associates, LP Charles Knight — Knudson & Associates, LP Mark McGrath — Null-Lairson 1. Call the meeting to order, take attendance and verify that a quorum is present. Director Cook called the meeting to order at 4:00 p.m. and took attendance. The following Directors were present: 1. Gary Cook 2. Mike Pyburn 3. Larry Loessin 4. Gary Davis 5. Ron Castillo 6. Jo Knight 7. Donna Coleman 8. Ken Phillips Board Member Nigel Harrison was not in attendance. 2. Welcome new Director. Director Cook introduced Ken Phillips as the newest City appointee to Position Five on the Board. 3. Discuss and approve the minutes of the March 28, 2005 Board meeting. Director Pyburn moved that the Board approve the minutes of the March 28, 2005 Board meeting. Director Castillo seconded the motion. Following discussion, the Board unanimously approved the motion. 4. Project report from the Developer and PowerPoint Presentation; take appropriate action. Drew Pelter with Shadow Creek Ranch Development Co., Ltd. reported that projects related to eight Letter Financing Agreements (LFA's) are complete, with projects related to the remaining LFA's expected to be complete by the end of 2006. The project is currently 28 percent below the cost estimates outlined in the TIRZ Project and Financing Plan. Approximately 2006 homes have been sold to date, and the Waterford Place Apartments are under construction. A CVS store is due to be open by the end on 2005, and the slab for the HCA Medical Office was recently poured. Lynne Humphries with Allen Boone Humphries Robinson LP, Attorney's for the Zone, noted that Brazoria County Municipal Utility District No. 26 (MUD No. 26) bond issue within the Zone recently received a BBB rating from Standard & Poors, a rating which MUD's rarely receive. The Board took no action on the report. 5. Project report from the City; take appropriate action. Bill Eisen, City Manager, reported on the possibility that Alvin Community College (ACC) may wish to participate in the Zone and is considering the purchase of property for construction of a new campus. Mr. Eisen also noted that the Development Authority of Pearland (DAP) is scheduled to meet August 30, 2005 to review the schedule for the next bond issue. Mr. Eisen confirmed that only the TIRZ, City Council and Alvin Independent School District (AISD) have authority to approve participation of ACC in the Zone per the various interlocal agreements. The Board took no action on the report. 6. Quarterly financial report from the City. Andrea Gardner, Director of Finance for the City of Pearland, reviewed with the Board the TIRZ Income Statement, Balance Sheet and AISD Suspense Fund for the period ended July 31, 2005. Ms. Gardner confirmed that the payment from the AISD Suspense Fund to the DAP should read "Proposed". She also confirmed that the $199,458.80 listed on that same report had been transferred to the TIRZ Revenue Find. The Board then reviewed the DAP and TIRZ No. 2 Cash Management Report from April 1, 2005 through July 31, 2005, as well as the TIRZ 2 General Fund Report for the same period. The Board took no action on the report 7. Report on current TIRZ lobbying activities in the legislative session. Sue Darcy with Knudson & Associates, LP, Administrators for the Zone, reported that the State Legislature did neither harm nor good to the Zone in the latest Special Session. The 2 grandfathered status of TIRZ No. 2, as it relates to school district funding, was maintained. The Board took no action on the report. 8. Discuss and take necessary action regarding approval of Joint Construction and Reimbursement Agreement with Brazoria-Fort Bend County Municipal Utility District No. 1. a. Construction of water, sanitary sewer and drainage facilities to serve Shadow Creek Ranch, Village 3, Phase 7. a. Construction of water, sanitary sewer and drainage facilities to serve Shadow Creek Ranch, Village 4, Phase 4. Lynne Humphries reviewed both agreements with the Board. Director Pybum moved that the Board approve the Joint Construction and Reimbursement Agreements with Brazoria-Fort Bend County Municipal Utility District No. 1. for construction of water, sanitary sewer and drainage facilities to serve Shadow Creek Ranch, Village 3, Phase 7 and Village 4, Phase 4. Director Castillo seconded the motion. Following discussion, the motion passed unanimously, with Director Cook abstaining. 9. Discuss and approve the Auditor's Report on Developer Reimbursement No. 2 and make recommendation to the City for reimbursement. Mark McGrath with Null-Lairson, Auditors for the Zone, reviewed the Report with the Board and confirmed that projects contained in the three LFAs were completed under the budgets stated in the LFAs. Director Castillo moved that the Board approve the Auditor's Report on Developer Reimbursement No. 2 and recommend to the City that the projects contained therein be reimbursed. Director Coleman seconded the motion. Following discussion, the Board unanimously approved the motion. 10. Discuss and take necessary action regarding approval of Auditor's Report on TIRZ Invoices Presented for Payment and approval of outstanding administrative invoices to date. Mark McGrath reviewed the Report with the Board, noting the total amount of invoices presented for payment is $47,653.99. He also noted that, should these invoices be approved for payment, the total 2005 invoices approved to date are $99,257.45 under budget for the year. Director Knight moved that the Board approve the Auditor's Report on TIRZ Invoices Presented for Payment and approve the outstanding administrative invoices for payment. Director Loessin seconded the motion. Following discussion, the Board unanimously approved the motion. 11. Discuss and take necessary action regarding updated standard billing rate schedule for Knudson & Associates, LP. 3 Sue Darcy explained that Knudson & Associates, LP had not had a standard billing rate increase since they began work for the Zone on November 8, 1999. As such, she requested that the Board consider approving an increase in their standard billings rates, with the caveat that her rate would remain $175/hour. Director Pyburn moved that the Board approve the standard billing rate increase for Knudson & Associates, LP, while keeping Sue Darcy's rate at $175/hour. Director Davis seconded the motion. Following discussion, the Board unanimously approved the motion. 12. Discuss and take necessary action regarding updated standard billing rate schedule for Allen Boone Humphries Robinson, LP. Lynne Humphries explained that Allen Boone Humphries Robinson, LP had not had a standard billing rate increase since they began work for the Zone on October 7, 2003. As such, she requested that the Board consider approving an increase in their standard billings rates, which she then described for the Board. Director Phillips moved that the Board approve the standard billing rate increase as presented. Director Pyburn seconded the motion. Following discussion, the Board unanimously approved the motion. 13. New Business. The Board was alerted that there may be a need for a meeting before the end of the year to consider an additional five LFAs. 14. Any other matters which may properly come before the Board. No other matters were brought before the Board. 15. Adjournment. Approved: Mike Pyburn l Board Secretary Tax Increment Reinvestment Zone Number Two City of Pearland, Texas 4