HomeMy WebLinkAboutTIF2 2013-04-22 Agendas REINVESTMENT ZONE NUMBER 2, CITY OF NORTH RICHLAND HILLS
BOARD OF DIRECTORS MEETING
NORTH RICHLAND HILLS CITY COUNCIL WORKROOM
7301 NORTHEAST LOOP 820
NORTH RICHLAND HILLS, TX 76180
MONDAY, APRIL 22, 2013
4:15 P.M.
AGENDA
1. Call to Order
2. Approval of October 13, 2009 Board Minutes
3. Appointment of Vice -Chair and Secretary
4. Discuss and approve TIF No. 2 2012 Annual Report
5. Discuss and approve amending the Bylaws of Reinvestment Zone Number 2,
changing the month of annual meetings from November to April. Resolution 2013-
001
6. Adjournment
MINUTES OF THE TIF BOARD MEETING FOR REINVESTMENT ZONE #2 OF THE
CITY OF NORTH RICHLAND HILLS, TEXAS BOARD OF DIRECTORS MEETING -
PRE-COUNCIL ROOM AT CITY HALL
TUESDAY, OCTOBER 13, 2009 - 5:00 P.M.
Present:
Oscar Trevino, Chairman Mayor
Scott Turnage Mayor Pro Tem
John Lewis Council Member
Ken Sapp Council Member
Tim Welch Council Member
David Whitson Council Member
Drenda Witt Tarrant County Hospital District
Dr. Larry Darlage Tarrant County College
Carolyn Sims Precinct Administrator for Commissioner
Gary Fickes, Northeast SubCourthouse,
Precinct #3
Others Present:
Mark Hindman City Manager
Karen Bostic Assistant City Manager
Jimmy Perdue Assistant City Manager
Mike Curtis Managing Director of Development
Services
Vickie Loftice Interim Managing Director of Community
Services
Larry Koonce Director of Finance
John Pitstick Director of Planning & Development
Elizabeth Reining Assistant to the City Manager
Craig Hulse Director of Economic Development
Mary Peters Public Information Officer
Bill Guitema Arcadia Realty Corporation
James Archie Realty Capital Corporation
1.
CALL TO ORDER
Mayor Trevino called the meeting to order at 5:00 p.m.
2.
APPROVAL OF NOVEMBER 6, 2008 BOARD MINUTES
Drenda Witt moved to approve the minutes with the correction that Dr. Darlage was on
the premises and arrived before the meeting was adjourned. Dr. Darlage seconded the
motion.
Motion to approve carried 9 -0.
3.
APPOINTMENT OF VICE -CHAIR AND SECRETARY
Dr. Larry Darlage nominated Drenda Witt to serve as Vice Chairman. Council member
Whitson seconded the motion.
Motion to approve carried 9 -0.
Drenda Witt nominated Dr. Larry Darlage to serve as Secretary. Council member
Welch seconded the motion.
Motion to approve carried 9 -0.
4.
DISCUSS AND APPROVE 2009 ANNUAL REPORT
Director of Finance Larry Koonce provided an overview of TIF No. 2 Annual Report.
The TIF was created in 1999 with three projects: a $10.2 million library, $21.9 million
recreation center and an $8.2 Tarrant County College conference center and fine arts
center. Currently we are in the design stages of the recreation center. The library
project was completed and the new library opened in the Spring of 2008. The City
issued $10.2 million in CO's and is in the process of paying that off over 20 years. An
additional $2,000,000 in debt has been issued for the design of the recreation center
project and the City has dedicated $1,100,000 of 4B sales tax toward the recreation
center project.
The captured appraised value in 2008 was $222,126,892 for the City of North Richland
Hills and $241,012,859 for Tarrant County. The District received $2,649,144 from all
taxing jurisdictions in fiscal year 2009 compared to the original plan estimate of
$4,042,518. Taxes collected since inception total $11,092,893 compared to
$18,851,022 estimated in the original plan. Cash balances including tax collections,
interest earnings and certificate of obligation proceeds as of September 30, 2009 are
approximately $13 million.
Council member Welch moved to approve the 2009 Annual Report. Carolyn Sims and
Council member Lewis seconded the motion.
Motion to approve carried 9 -0.
Carolyn Sims excused herself for another meeting at 5:06.
5.
Overview /Status Report on the Recreation Center Project
Vickie Loftice, Director of Parks and Recreation, presented the overview /status report of
the TIF No. 2 Recreation Center project. Ms. Loftice stated on October 26 staff will
present to City Council the components that will be included in the recreation center
based on all the public input meetings that have been held. These meetings verified
many of the original programmatic elements as recommended in the Leland Study, the
Town Center Recreation Center Executive Summary, and TIF No. 2 Recommendations
during the initial planning stages between 1998 and 2000. Also on October 26 the
schematic drawing and the massing of the building will be presented as well as the site
plan. The project cost is $21.9 million with the consultant being Brinkley Sargent
Architects. There have been two public input meetings and 14 focus group meetings.
In addition, there have been three senior input meetings to consider adding senior
services to the building. Attendance at the senior meetings was approximately 300 with
a very favorable response. The City has purchased 10 acres immediately north of the
library for the location of the recreation center. This land was purchased with City of
North Richland Hills gas development funds.
Senior services, which will be recommended to Council on October 26, is the only
component not included in the original plan. A new stand alone senior center would
cost between $5,000,000 and $7,000,000. Studies have shown future senior services
will be included in community centers. Approximately 95% of the seniors attending the
meetings agreed the community center location was the most favorable. A senior
services committee has been established with 12 members. The senior component
funding is being considered either from the Park and Recreation Facilities Development
Corporation 4B Sales Tax or an amendment to the TIF No. 2 plan.
With the direction and approval of Council the Schematic Design and Design
Development will be completed in April 2010. Construction should begin around
September 2010, and be completed by the end of December 2011, with the center
ready to be occupied by January 2012.
Ms Witt asked the average age of the 300 people attending the senior meetings? Ms.
Loftice advised the group was probably around 65 to 70 years of age. She added that
approximately half of the people that came to the meetings had never participated at
either of the other senior centers because they didn't feel the space provided was what
they were interested in. They are very interested in modern facilities with the fitness
component and the aquatic component. Mayor Trevino added the seniors that were
targeted were North Richland Hills residents and seniors who were not participating at
the current centers were asked why they were not participating. Ms. Witt also asked if
the other centers would be closed? Ms. Loftice stated it would not be feasible to
operate three senior centers. Residents were told the other centers would be closed.
Mayor Trevino added the Food Lion would also be used as a community center.
6.
Update on the Tarrant County College District Conference Center Project
Larry Koonce, Director of Finance, provided an update on the Tarrant County College
District ( "TCCD ") conference center project. A cash flow analysis has been completed
in conjunction with the other two projects and cash balances are approximately $13
million as of September 30, 2009. This project was included in the original plan with
total project cost of $8,213,279 with the final breakdown being determined by Tarrant
County College District. It is determined the TIF is now at the point where the dollars
may be transferred to TCCD. Dr. Darlage requested that a letter be sent to him
acknowledging this. City Manager Mark Hindman assured Dr. Darlage that the City
would send him a letter of acknowledgement.
Mayor Trevino adjourned the meeting at 5:19 p.m.
TIF No. 2
Subject: Appointment of Vice -Chair and Secretary Board Meeting Date: 4/22/2013
Agenda Number: 2013 - 01
The Board will appoint a Vice-Chairman and Secretary for a two (2) year term. Current
officers are Drenda Witt, Vice - Chairman and Dr. Larry Darlage, Secretary.
Recommendation:
To appoint the Vice -Chair and Secretary.
TIF No. 2
Subject: Discuss and Approve TIF No. 2 2013 Annual Report Board Meeting Date: 4/22/2013
Agenda Number: 2013 -02
Larry Koonce, Director of Finance City of North Richland Hills will present the attached
executive summary and annual report for fiscal year ended September 30, 2012. The
annual report has been submitted to the State Comptroller as required.
After the presentation of financial status of TIF No. 2, we recommend the Board take
action as to the acceptance of the report.
Nit.H
CITY OF NORTH RICHLAND HILLS
MEMO
TO: Mayor and City Council
FROM: Larry Koonce, Director of Finance
SUBJECT: Tax Increment Reinvestment Zone No. 2
Executive Summary for Fiscal Year Ended September 30, 2012
DATE: April 22, 2013
Attached for your information is the Annual Report of Tax Increment Reinvestment Zone
No. 2, For the Year Ended September 30, 2012. TiF No. 2 was created by the City of North
Richland Hills in 1999. The District was created to provide public improvements that would
benefit the City of North Richland Hills, Tarrant County College, Tarrant County and Tarrant
County Hospital District. Planned public improvements include a conference center, a
recreation center, a library and infrastructure improvements in the Home Town NRH
development. Total public improvements are estimated at $65.2 million including developer
infrastructure. The District was created for twenty -eight years to provide for the retirement of
planned debt issuance for financing of the improvements. The City of NRH and Tarrant
County College agreed to contribute 100% for the full twenty -eight years. The County and
Hospital District agreed to participate up to a fixed dollar amount that was anticipated to
accumulate over approximately a fifteen -year period based on estimated property values.
At the time the District was created the main developer, E- Systems, estimated that Home
Town NRH would be comprised of approximately 70% residential and 30% commercial and
retail development. The District's boundaries also include other developments such as the
Crossing (Kohl's) Center, Home Depot, Blue Line Ice and the Barnett property. The plan
(based on a study done by Zimmerman/ Volk) estimated that property values would
increase by over $370 million in ten years. Over the life of the District, the values were
estimated to generate approximately $82.2 million in total tax revenues to fund the planned
public improvements.
The captured appraised value in 2011 (fiscal year 2012) was $209,204,845 for the City of
NRH, and $229,869,077 for Tarrant County. The District received $2,565,272 from all taxing
jurisdictions in fiscal year 2012. This was sufficient to cover all TIF 2 related expenses for
fiscal year 2012.
The captured appraised value in 2012 (fiscal year 2013) was $221,657,159 for the City of
NRH, and $241,447,380 for Tarrant County. The District billed $2,806,246 to taxing
jurisdictions in March 2013.
The library project was completed and the new library opened in the spring of 2008. The
project was completed within the original TIF 2 finance plan budget of $10.2 million.
In 2010 the City issued $18.8 million dollars for the construction and completion of the
recreation center to be paid with TIF 2 revenues. The total cost of the project funded with
TIF tax dollars was $21.9 million in accordance with the original project plan. Opening of the
recreation center occurred in the spring of 2012. It is located within the TIF 2 boundaries,
adjacent to the library. The fiscal year 2012 report (see attached) includes TIF 2 revenues
and expenditures for the year, and outstanding principal and interest as of September 30,
2012. Revenues projected over the life of the TIF will pay for the outstanding principal and
interest and all other original project plan costs. Larry Kadnce
Director of Finance
Attachment: TIRZ No. 2 Annual Report FY 2012
City of North Richland Hills
Tax Increment Reinvestment Zone No. 2
Annual Report
Year Ended September 30, 2012
Amount & Source of Revenue in the Tax Increment Fund FY 2012:
Property Tax Revenues Collected $ 2,565,272
Developer Infrastructure Contributions $ -
Investment Income $ 118,962
Total Revenues in Fiscal Year 2012 $ 2,684,234
Amount and Purpose of Expenditures of the Fund FY 2012:
Principal, Interest, Issuance & Paying Agent
Payments on Certificate Indebtedness $ 2,659,610
Developer Infrastructure $ -
Recreation Center Project Expenditures $ 6,242,929
Total Fund Expenditures in Fiscal Year 2012 $ 8,902,539
Principal & Interest due on outstanding indebtedness as of September 30, 2012:
Principal Outstanding $ 25,224,454
Interest Outstanding $ 6,992,319
Total Principal & Interest Outstanding 9 -30 -2012 $ 32,216,773
Tax Increment Base & Current Captured Appraised Value Retained by the Zone:
Captured Appraised Value shared by the Municipality & Other Taxing Entities and
total amount of tax increments received :
Captured Tax Property Tax
1999 Base Year Taxable Value Appraised Rate /$100 Revenue FY
Taxing Unit Appraised Value 2011 Value 2011 FY 2012 2012
City of North Richland Hills $40,577,462 $249,782,307 $209,204,845 $0.570000 $1,192,468
Tarrant County $40,577,462 $270,446,539 $229,869,077 $0.264000 $606,854
Tarrant County Hospital District $40,577,462 $270,446,539 $229,869,077 $0.227897 $523,865
Tarrant County College $40,577,462 $270,488,539 $229,911,077 $0.148970 $342,499
$2,665,685
Total billings outstanding $ (100,413)
Taxes Collected FY 2012 $2,565,272
This report submitted by :
t iiA 1y,
Larry Koonce()
Director of Finance
City of North Richland Hills, Texas
K:acct\tifs\TIF2 Annual Report 2012
TIF No. 2
Subject: Approval of Amendments to the TIF #2 Bylaws, Board Meeting Date: 4/22/2013
Changing the Month of Annual Meetings from November to April
Resolution No. 2013 -001 Agenda Number: 2013 -03
On March 25, 2013 the North Richland Hills City Council approved a resolution amending
the Bylaws of TIF District No. 2 changing the month of annual meetings from November to
April. This allows both Board meetings of TIF #1 (whose board meeting is required in April
each year) and TIF #2, which have some board members in common, to be held on the
same day in April each year.
When the TIF Districts were established, annual board meetings were required. TIF No. 1
required a board meeting in April, and TIF No. 2 required a board meeting in November.
An April meeting is preferable for both boards since both boards have members in
common and can meet on the same day back to back. The resolution approved by Council
amended the TIF 2 bylaws changing the meeting to April. We are asking the TIF 2 Board
to consider adopting a resolution which accepts the change to the bylaws.
Recommendation:
Approve Resolution No. 2013 -001 amending the Bylaws of TIF District No. 2 changing the
month of annual meetings from November to April.
RESOLUTION NO. 2013-001
A RESOLUTION of the Board of Directors of Reinvestment Zone Number 2,
City of North Richland Hills adopting certain amendments to the bylaws
of Reinvestment Zone Number 2, City of North Richland Hills; and
providing an effective date.
WHEREAS, the City of North Richland Hills, Texas (the "City ") has created
Reinvestment Zone Number 2, City of North Richland Hills (the "Zone "); and
WHEREAS, on November 1, 1999, the Board of Directors of the Zone (the "Board ")
adopted and approved the bylaws of the Zone (the "Bylaws "); and
WHEREAS, Article IV, Section 2 of the Bylaws permits the Bylaws to be amended at
any time by the City Council of the City (the "Council "), after consultation with the Board, by
adopting an amendment by resolution of the Council and delivering the Bylaws to the Secretary
of the Board; and
WHEREAS, the Council has adopted an amendment to the Bylaws by resolution (the
"City Resolution ") and has heretofore delivered the City Resolution and the amended Bylaws to
the Secretary of the Board; now, therefore,
BE IT RESOLVED BY THE BOARD OF DIRECTORS OF REINVESTMENT ZONE
NUMBER 2, CITY OF NORTH RICHLAND HILLS:
SECTION 1. Amendment. The Board hereby accepts the City Resolution and the
amendment to the Bylaws, and such City Resolution is attached hereto as Exhibit A and
incorporated herein by reference for all purposes.
SECTION 2. Severability. If any provision of this Resolution or the application thereof
to any circumstance shall be held to be invalid, the remainder of this Resolution and the
application thereof to other circumstances shall nevertheless be valid, and the Board hereby
declares that this Resolution would have been enacted without such invalid provision.
SECTION 3. Incorporation of Findings and Determinations. The findings and
determinations of the Board contained in the preamble hereof are hereby incorporated by
reference and made a part of this Resolution for all purposes as if the same were restated in full
in this Section.
SECTION 4. Public Meeting. It is officially found, determined and declared that the
meeting at which this Resolution is adopted was open to the public and public notice of the time,
place, and subject matter of the public business to be considered at such meeting, including this
Resolution, was given, all as required by V.T.C.A., Government Code, Chapter 551, as amended.
SECTION 5. Effective Date. This Resolution shall be in full force and effect from and
after its passage on the date shown below and it is so resolved.
65822604.1/10611340
PASSED, APPROVED AND ADOPTED this the 22 day of April, 2013.
BOARD OF DIRECTORS,
REINVESTMENT ZONE NUMBER 2,
CITY OF NORTH RICHLAND HILLS
By:
Chairman
ATTEST:
Secretary
65822604.1/10611340 5-1
EXHIBIT A
CITY RESOLUTION
65822604.1/10611340
RESOLUTION NO. 2013 -011
A RESOLUTION AMENDING THE BYLAWS OF REINVESTMENT
ZONE NUMBER 2, CITY OF NORTH RICHLAND HILLS; AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, pursuant to the provisions of the Tax Increment Financing Act, V.T.C.A.,
Tax Code, Chapter 311, as amended (the "Act "), and pursuant to
Ordinance No. 2420, adopted on October 25, 1999 by the City Council
(the "Council ") of the City of North Richland Hills, Texas (the "City "), the
City created a reinvestment zone known as Reinvestment Zone
Number 2, City of North Richland Hills (the "Zone "); and
WHEREAS, on November 1, 1999, the Board of Directors of the Zone (the "Board ")
adopted and approved the bylaws of the Zone (the "Bylaws "); and
WHEREAS, Article IV, Section 2 of the Bylaws permits the Bylaws to be amended at
any time by the Council, after consultation with the Board, by adopting an
amendment by resolution of the Council and delivering the Bylaws to the
Secretary of the Board; and
WHEREAS, the Council has consulted with the Board and hereby finds and determines
that the Bylaws should be amended as set forth herein; now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF NORTH RICHLAND
HILLS, TEXAS:
Section 1. Bylaws Amendment Approval. The last sentence of Article 11, Section 3 of
the Bylaws shall be and is hereby amended in its entirety to read as
follows:
"There shall be at least one Regular Meeting held each year in the month of April."
Section 2. Bylaws Remain Otherwise Unchanged. Aside from the change to the
above - referenced section of the Bylaws approved by this Resolution as
aforestated, all other terms and conditions of the Bylaws shall remain
unchanged and shall continue to be in full force and effect.
Section 3. Severability. If any provision of this Resolution or the application thereof
to any circumstance shall be held to be invalid, the remainder of this
Resolution and the application thereof to other circumstances shall
nevertheless be valid, and the Council hereby declares that this
Resolution would have been enacted without such invalid provision.
Resolution No. 2013 -011
Page 1 of 2
3
,
Section 4. Incorporation of Findings and Determinations. The findings and
determinations of the Council contained in the preamble hereof are hereby
incorporated by reference and made a part of this Resolution for all
purposes as if the same were restated in full in this Section.
Section 5. Public Meeting. It is officially found, determined and declared that the
meeting at which this Resolution is adopted was open to the public and
public notice of the time, place, and subject matter of the public business
to be considered at such meeting, including this Resolution, was given, all '
as required by V.T.C.A., Government Code, Chapter 551, as amended.
Section 6. Effective Date. This Resolution shall be in full force and effect from and
after its passage on the date shown below and it is so resolved.
f
PASSED AND APPROVED this the 25th day of March, 2013. •
•
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Patricia Hutson, City Secretary
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AP ' r. ' E ' AS TO FORM AND LEGALITY:
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APPROVED AS TO CONTENT:
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Larry Klan e, Director of Finance
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Resolution No. 2013 -011
Page 2 of 2 ;
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