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HomeMy WebLinkAbout03-29-1999 M u i I II I I!, i March 29,1999 Agenda Packet r1 Aa 'I 1 i i AGENDA Apo" NO_.L3 CITY OF DENTON CITY COUNCIL March 29.1999 Os Aller determining that a quorum is present and convening in an open meeting, the City council will convere in a closed meeting of the City of Denton City Council on Monday, March 29, 1999 at 5:15 p,m. in the Council Work Session Room at City Hall, 215 E, McKinney, Denton, Texas at which the following items will be conelered: 1. Closed Meeting; A. Consultation with Attorney - Under TEX. GOVT. CODE Sec. 551.071. Discuss and consult with the Cilj's attorney, including outside legal counsel, litigation styled City of Denton v. Denton County Fresh Wafer Supply District No. IA and Denton County Fresh Water Supply Disirlet No. S, Cause No. 99-40158-362, filed in the 362nd District Court of Denton County, Texas, including strategy and possible settlement negotiations. B. Conference with Employees - Under TEX. GOVT, CODE Sec. 351.075. The Council may receive information from employees during a staff conference or briefing, but may not deliberate during the conference. ANY FINAL ACTION, DECISION, OR VOTE ON A MATTER DELIBERATED IN A CLOSED MEETING OR ON INFORMATION RECEIVED IN A CONFERENCE WITH EMPLOYEES WILL ONLY BE TAKEN IN AN OPEN MEETING THAT IS HELD IN COMPLIANCE WITH T'dX, GOVT. CODE CH. $51, THE CITY COUNCIL RESERVES THE RIGHT TO ADJOURN INTO A CLOSED MEETING OR EXECUTIVE SESSION AS AUTHORIZED BY TEX. GOV'T. CODE SEC. 551.001, ET SEQ. (TEXAS OPEN MEETINGS ACT) ON ANY ITEM ON ITS OPEN MEETING AGENDA OR TO RECONVENE IN A CONTINUATION OF THE CLOSED MEETING ON THE CLOSED MEETING ITEMS NOTED ABOVE, IN ACCORDANCE WITH THE TEXAS OPEN MEETINGS ACT, INCLUDING, WITHOUT LIMITATION SECTIONS 551,071.551.085 OF THE OPEN MEETINGS ACT. Special Called Meeting of the City of Denton City Council on Monday, March 29, 1999 at 6:00 p.m. in the Council Chambers at City Hall, 215 E. McKinney Street, Denton, Texas at which the following items will be considered: 1. Ilold a public hearing regarding the Involuntary annexation and service plan for 3,102 acres of land located in the southwestern section of the City of Denton extraterritorial jurisdiction. 2. Consider approval of a resolution of the City Council of the City of Denton, Texas supporting House Hill 3237 defining entitlements to school districts for students in average daily attendance in special education programs and special instructional arrangements for students with disabilities as a part of the school funding formula; and t , provHina an effMtive date. ( l 3. Consider approval of a resolution of the City Cuuncil of the City of Denton, Texas supporting Senate Bill $94 relating to State assistance for certain school district instructional facilities project, Senate Bill $93 relating to the State funding for school district debt service, and Senate Bill 596 relaling to an additional foundation school program allotment for schools that open or expand Ineructional facilities; and providing an effective date. r u City of Denton City Council Agenda March 29, 1999 Page 2 rc 4. Consider approval of a resolution of the City Council of the City of Denton, Texas supporting Senate Bill 1634 amending the Texas Education Code to provide a development fee for public school facilities; and providing an effective date. 5. Consider adoption of an ordinance unending Ordinance No. 99-057 ordering an election to be held on May 1, 1999, for the purposes of submitting to the registered voters of Denton, Texas amendments to the Denton City Charter; by unending Amendment No. 2 and Amendment No. 5 to add some additional statutory references; by amending Amendment No. 2: to expand the number of Public Utilities Board members and to make it subject to the Olen Meetings Act; to amend Amendment No. 25 to add additional wording; to amend Proposition Nos. 2 and 4 to correct statutory and section references; to amend proposition Nos. 5 and 7 to eliminate redundant and unnecessary phrases; to amend Proposition Nos. 8 and 14 to change word references; to amend Proposition No. 11 to divide it into three separate propositions and to renumber the remaining propositions accordingly-, providing a severability tiause; providing a savings clause; providing an Open Meetings clause; and providing an effective date. 6. Consider approval of a resolution supporting the passage of House Bill 2648 filed by Representative Madden which will clarify the consent requirements that apply when land within the corporate limits or extraterritori s1 jurisdiction of a city is Included within the boundaries of a water district; authorizing the Mayor to send a letter to public officials In support of this legislation; and providing an effective date. Following the completion of the Special Called Meeting, the Council will convene into a Work Session to discuss the following; 1. Receive a report, hold a discussion, and give staff direction regarding Implementation of the proposed land conveyance program. 2. Receive a report, hold a discussion, and give staff direction regarding the economic development program. CERTIFICATE I certify that the above notice of meeting was potted on the bulletin board at the City Hall of the City of Denton, Texas, on the day of , 1999 at o'clock (a. m.) (P.m.) CITY SECRETARY NOTE. THE CITY OF DENTON CITY COUNCIL CHAMBERS 1S ACCESSIBLE <N ACCORDANCE WITH THE AMERICANS WITH DISABILITIES ACT, THE CITY WILL J PROVIDE SIGN LANGUAGE INTERPRETERS FOR THE HEARING IMPAIRED IF REQUESTED AT LEAST 48 HOURS IN ADVANCE OF THE SCHEDULED MEETING. PLEASE CALL THE CITY SECRETARY'S OFFICE AT 349.8309 OR USE TELECOMMUNICATIONS DEVICES FOR THE DEAF (TDD) BY CALLING 1.900. RELAY-TX SO THAT A SIGN LANGUAGE INTERPRETER CAN BE SCHEDULED THROUGH THE CITY SECRETARY'S OFFICE. r M r IE ~~_o1z Apr& 66 IF I AGENDA INFORMATION SHEET AW& , n AGENDA DATE: March 29 ,1949 DEPARTMENT: Planning & Development 01/1)C,M/A01: Rick Svehla 1i SUBJECT Bold a public hearing regarding the involuntary annexation and service plan for 3,102 acres of land located in the southwestern section of the City of Denton extraterritorialjurisdiclion. RACKGRO 1N Three tracts of land, shown in Exhibit A, will b: considered for involuntary annexation by the City of Denton. Slate annexation law (excerpts are provided in Exhibit 14) describes the process and scheduling requirements (Exhibit E) that must be followed. The first public hearing on March 20, 1999 initiates the process; a second and final public hearing is scheduled the next evening, on March 30'x', 1999. During both of these public hearings, City Council will receive a staff briefing and hear public comments, but is not scheduled to take formal action until April 20`n, 1499, Ilackeround: Growth Allanagement Strategy Issues For more than a year, the city of Denton has actively pursued the development or a comprehensive plan intended to guide growth for the next 20 years. Population forecasts being used to develop the plan indicate high levels of growth in the city's southern and eastern extraterritorial jurisdiction (ETJ), predicting that an additional $0,000 to 100,000 people will live in the Denton area in the i ear future. The Growth Management Strategy (GMS) is the cornerstone of the comprehensive plan, and was adopted by the Denton City Council in January 1999. The GMS identifies the high growth arras In the L FJ as "Urbanising Areas", indicating that these areas will be considered for annexation and managed growth, Planning Policies adopted by City Council in April 1999 are strongly oriented toward the coordinated and efficient provision of all municipal services, including infrastructure systems related to transportation, water, sanitary sewer, and drainage. The tracts identified for proposed annexation are located in "Urbanising Areas." Much of the land Is designated in the GMS as appropriate for the development of neighborhood centers, and densities are intended to be high enough to require full municipal services, averaging 4 dwelling units per acre. Tract 02 is located within a designated mixed use urban center, located on the west side of 1.35W, cxtcnding north from Crawford Road, Urban centers are intended to allow a mix of coordinated, high intensity land uses, including retail, office, high density residential, and corporate-based employment facilities The Planning Policies also stress that managed growth is dependent upon efficient and coordinated provision of transportation and utility systems, in recognition that these municipal services ' arc the building blocks for community health and quality of life, H yrqund: ETJ and CCN Issues Reccnt c~ cnts have raised concems that efforts to manage growth and coordinate municipal services arc being threatened. Owners of property located at the far south extremes of the city's ET) have I t ( 0. attempted to form a Fresh Water Supply District (FWSD), intended to provide independent water service instead of connecting to the city of Denton Utilities system, If the FWSD is allowed to provide water to ETJ properties, land can be subdivided and platted at high densities despite potential strain on other services. State law establishes the limits of ET) for all Texas cities, and for Denton, the ETJ extends 3'/, miles from the city limit line, State law appears to protect cities by prohibiting the establishment of political subdivisions inside the ET) without a city's consent (FWSD's are political subdivisions). In addition, the exclusive authority to provide water and wastewater services appears to be assigned to the city through its Certificate of Convenience and Necessity (CCN), a permit issued by the Texas Natural Resources Conservation Commission (TNRCC), However, attorneys experienced in state land use and water law have concluded that state legislative amendments continue to evolve in favor of FWSD's and MUD's (Municipal Utility Districts), and that Denton's ETJ and CCN powers may not be strong enough to prevent the formation of these political subdivisions. The City of Denton has taken legal action to counter the efforh taken by the FWSD. Fresh Water Supply Districts are not always considered a negative influence to the provision of services to communities in Texas, particularly in areas where municipal services are not available. However, the FWSD that has annexed a portion of the City of Denton ETJ poses several problems, s No effort was made to coordinate services with the city of Denton. The provision of water increases demand for other utilities that can stress the city budget, requiring a disproportionate allocation of resources to the detriment of taxpayers and utility raft payers. 1 The City of Denton's slate certification to provide water and sewer services withut its CCN boundaries is intended to provide assurance that proper planning and investment In capital improvements can be possible. A water line extension planned to extend south along U.S 377 (Fort Worth Drive) could result in a "stranded Investment" if property owners are allowed to select another provider. 4 The provision of water sen ices in the Hickory Creek watershed poses special concern given the fact that sanitary sewer system improvements have not yet been planned nor implemented, Without proper planning and coordination, City of Denton raw water supply, which is drawn from an intake located on the Hickory Creek branch of Lewisville Lake, could suffer severe deterioration. All Denton water users would be Impacted by such a problem. 4 FWSD's, which are governed by a selr•selected Board of Directors, are empowered to use bonds to borrow funding to pay for utility improvements. Property owners within the district then pay taxes levied by the board if, pay for the improvements. Issues of double taxation pose equity issues, and the debt issued by the district represents a long-term liability. • With scrviccs available, property in the district can be subdivided, platted, and developed at urban densities without compliance with city zoning regulations. During a period of rapid growtlm, the district could stimulate development inconsistent with City of Denton planning efforts, effectively negating objectives to manage growth to the benefit of all citizens. FWSD's and MUD'S have been known to fail. Such an event would certainly cause great diiliculties for the residents and property owners within the district, but Denton could also experience the problems posed by bail-out responsibilities. ppcheround: Annexation & Service Plan Issue; Annexation of ETJ areas is the highest level of protection afforded to cities to manage growth and coordinate municipal services, Once inside the city limits, areas subject to development pressure will have to comply with all of the development regulations deemed necessary by City Council to protect public health, safety, and welfare. 2 G 1 As per state taw, thorough analyses and a service plan have been prepared and are available for public Inspection (Exhibits D and E). Because the tracts to be annexed are for the most part undeveloped, immediate demand for services is low. No households were found In Tracts #1 and 02, and eight households were found in Tract 03. All properties within the annexed tracts will be entitled to police and lire protection, solid waste collection, and road maintenance witInn 60 days of the effective date of the annexation (the effective date of annexation is projected to be h ne 8",1999; by September go', 1999, the aforementioned service would be required to be available). Fire protection will be provided at first from existing stations, and a new Station 47 will be programmed to be constructed in the vicinity of the 1.33W / F.M. 244'1 Intersection. In addition the service analyses and service plan describe the methods by which utilities and other scrvices will be provided. )fpdmwy importance are water and sewer services. Improvements intended to serve the annexed tracts must, by state law, begin construction within 2 years and be completed within 4% years. Required projects are identified in the service plan, including a major water line extension southward along U.S. 377, A variety of options are being considered to deliver wastewater services, Including a line extension from the Hickory Creek Interceptor sewer system to or,,ite treatment plants that would operated and maintained by the City of Denton. These and other scrvices will be made available in proportion the demand caused by new development. Three separate ordinances will be drafted to allow each tract to be annexed individually. Rtprescntatives of the Robson property (Tract 01) may request voluntary annexation its portion of their land currently located inside the Town of Northlake ET! can be relinquishes In i'svor of the City of Denton. City staff Is working with the Town of Northlake to prepare an interlocal agreement for review by each municipality's council, OPTION Many options are available to the Denton City Council members. During the 2-month process that includes review of the service plan, discussion of the reasons for annexation, hearing public comments during two public hearings, and consideration of the three annexation ordinances during two readings. Council will have the several opportunities to evaluate options and make revisions. RECOMMENDATION Staff recommends that the annexation process for Tracts #1, 02, and #3 should proceed as scheduled. E',S11,11ATED SCHEDULE OF P O,IECr The annexation process, if followed according to the schedule attached as Exhibit F, will be completed by May 2S'h, 1999. A PRIOR AC'1'ION/REVIEW i ' City Council members were first briefed regarding the proposed annexation during the February 23'4, 1999 Council meeting, at which time staff was instructed to prepare an annexation schedule acid process for the tracts identified In this report. 3 t L c~ I {j I FISCAL INFORMATION 4. Fiscal Information is supplied In the Service Analyses and Service Plan. EXHIBIT Exhibit A: Map of Proposed Annexation Property page S Exhibit B: Public Hearing Notice pages 6-11 Exhibit C: Annexation Petition pages 12.13 Exhibit D: Annexation Service Analyses pages 14.29 Exhibit E: Annexation Service Plan pages 30-31 Exhibit F. Annexation Schedule page 32 Exhibit G: Map of Posted Annexation Signs page 33 Exhibit N: Excerpts from 1998 Texas Local Government Code pages 34.39 State Annexation Regulations Respectfully Submitted D M. Hill hector of Planning and Development 1 I ~ t~tr~ C • 1 4 t c i Exhibit A MAP OF ANNE\AVON TRACTS 1 0.0 r ~ 1 I ~~~rvr' i i ~ ',i~l~'~i t ii Lip 4 if ~ ' It A+, i 1 I t 1 y v G.~ 'Ir I r!t `,~f~~44 ~~~'~~~M `',t ~ r,~ I'~Tllli~ t•~~1~ i t.1 1~• FS I~ z zc u r r w i r .,4 z U1 S I► Exhibit B NOTICE OF PUBLIC HEARING (A-80) NOTICE IS HEREBY GIVEN TO ALL INTERESTED PERSONS THAT: The City of Denton proposes to Institute annexation proceedings to alter the boundary limits of the City to add the territories described In Exhibit "A" and Map "A" (shown separately In the March 29'" and 3d^ City Council staff reports), attached hereto and incorporated by reference herein, to the corporate City Ilmits of the City of Denton. The approximate area of the property to be annexed is 3,102 acres. The following public hearings will be held by and before the City Council of the City of Denton, Texas, at the dates, times, and locations as follows: Public Hearing 101: Monday, March 29,1999 at 6:00 pm in the City Council Chambers of City Nall, 215 East McKinney Street, Denton, Texas; Public Hearing Ill2, Tuesday, March 30th, 1999 at 6:00 pm In the City Council Chambers of City I tall, 215 East McKinney Street, Denton, Texas. The public hearings will be held for all persons interested In proposed annexation proceedings. At the said times and places, all such persons shall have the right to appear and be heard. David M, Hill, AICP, ASIA Director of Planning A Development , EXHIBIT "A" TRACT N1 All that certain lot, tract or percept of land tying and being situated In the County of Denton, State of Taxes, in the M. Scurlock Survey, Abstract Number 1141, the F. Garcia Survey, Abstract Number 502, the B.B.B. d C.R.R, Survey, Abstract Number 197, the J. McGowan Survey, Abstract Number 798, the F. Oliver Survey, Abstract Number 989, the J. K Paine Survey, Abstract Number 1817, and being more particuterty described as follows: Commencing from a point In Crawford Road, said point also being the Southeast comer of said M, Scurlock Survey and the southwest comer of the E, Pizeno Survey, Abstract Number 994, Donlon County, Texas; Thence North 00 degrees 97 minutes 19 seconds East with the east tine of said M. Scurlock Survey, and the r, West fine of said E. Pizono Survey, a distance of 90.00 feet to the POINT OF BEGINNING of the herein deWxibed tract; 6 r. 5 c Thence North 89 degrees 61 minutes 20 seconds West along the Novi; rime of Crawford Road and being 30 feet north of and parallel to the south line of said M. Scurlock Survey, a distance of 3840,02 feet to a point at the beginning of a curve to the left; Thence with said curve to the left having a central angle of 89 degrees 29 minutes 38 seconds, a radius of 2640,00 feet, to a point; Thence West a distance of 1037.44 feet to a point for corner; Thence North 00 degrees 00 minutes 47 seconds East a distance of 1064,92 feet to a point for caner at the beginning of a curve to the left; Thence with said curva to the left having a central angle of 64 degrees 20 minutes 48 seconds, a radius of 2640.00 feel to a point for corner; Thence North a distance of 1141.19 feet to a potnl for corner at the beginning of a curve to the left; Thence with said curve to the left having a central angle of 02 degrees 10 minute 14 seconds, a radius of 2640.00 feel to a point for corner; Thence North 89 degrees 51 minutes 47 seconds East with a North li it or said 2426.81 acre tract a distance of 3017,94 feel to a point for corner; Thence North 00 degrees 20 minutes 02 seconds West, a distance of 1708.41 feet to a point at the Southeast corner of East Fonder Estates, an addition to Denton County, Texas, according to the plat thereof recorded In Cabinet 0, Page 367, of the Plat Records of Oenton County, Texas; Thence North 00 degrees 21 minutes 15 seconds West with the east line of said addition, a distance of 3404.29 reel to a point on the south line of H. Lively Road; Thence North 69 degrees 51 minutes 43 seconds East along the south line of H. Lively Road and being 30 feet south of and parallel to the North line of said J. McGowan Survey, a distance of 6700.31 feel la a point for corner; Thence Southerly, a distance of 6824.00 feet to a point for comer at the Southwest corner of the 0. Pettingele Survey, Abstract Number 1041, and the Southeast comer of sold F. Garda Survey; Thence Easterly a distance of 1221.00 feet to a point for comer on the South line of said G. Pettingole Survey at the Northeast corner of said M, Scurlock Survey and the Northwest corner of said E, Pizeno Survey; Thence South 00 degrees 29 minutes 08 seconds East with the East line of sold M. Scurlock Survey and the West line of sold E. Pizano Survey, a distance of 307489 feel to a point fa comer; f, Thence South 00 degrees 37 minutes 19 seconds West with Ne East line of sell M. Scurlock Survey and the West tine of said E. Pizano Survey, a distance of 331600 feet to the POINT OF BEOINNINO and containing in all 1,952 acres of land ~ I l TRACT #t2 ALL that certain lot, tract or parcel of lend lying and being situated In the County of Denton, State of Texas, In the E. Pizano Survey, Abstract Number 994 and being more particularly described as follows. COMMENCING at a point In the existing Denton city limit line as established by annexation Ordinance Number 74.36 (Tract 1}, said point lying 577 feel west of the Intersection of the cenlerlines of Interstate Highway 35 West and Crawford Road, %ald point also being 500 feet northwesterly from and perpendicular to the centerline of Interstate Highway 35 West, sold point also tying on the common Apportionment Agreement line established on November 18", 1969 between the City of Denton and the Town of Argyle and recorded In Volume 716, Page 145 In the Dead Records of Denton County, Texas, said point lying In the south line of the E. Pizano Survey, Abstract Number 994 and the north line of the Patrick Rock Survey, Abstract Number 1063; THENCE northeaslerty along the existing Denton city limit line (Ordinance Number 74.36(Tracl I)), parallel with and 500 feel perpendicular to the centerline of I.H, 35 West a distance 028.83 feet to the POINT OF BEGINNING, sold point lying on the north rlght•or-way line of Crawford Road, 25 feet north of the sold DenlonlArgyle agreement line; THENCE North 89 degrees 32minutes 57seconds West along the north line of Crawford Road and being 26' north or and parallel to the sold OenlonlArgyte agreement line a distance of 6,119 feet to a point for corner, said point lying on the west line of the said E. Pizano Survey, Abstract Number 994, same being the east line of the M. Scurlock Survey, Abstract Number 1141; THENCE North 00 degrees 04minutes 29 seconds West along the west line of the said E, Pizano Survey, Abstract Number 994 and the east line of the M. Scurlock Survey, Abstract Number 1141, a distance of 1000 feel to a point for corner; THENCE South 89dogrees 32minutes 57secoods East, 1000 feel north of and parallel to the north this of Crawford Road, a distance of 6,761 feet to a point for corner, sold point lying on the existing Denton city limit line as established by annexation Ordinance Number 7436 (Tract I) and yang 600 feet northwesterly from and perpendicular to the cenlerl,na of Interstate Kohwey 35 West; i THENCE southwesterly along sold existing Denton city limit line as established by annexation Ordinance Number 74.36 (Tract 1), 500 feel from and parallel to the centerline of Interstate Highway 35 West a distance of 1,176 feet to the POINT OF BEGINNING and containing 125 acres of land, more or less. TRACT IMF COMMENCING at a point In the existing Denton city limit lima as establiat,ed by annexation Ordinance 7438 (Tract q, said point lying 577 feet east of the intersection of the centerlines of Inters/ele Highway 35 West and Crawford Road, sold point also being 500 feet southeaslerly from and perpendicular to the conteilina of Inteista!e Highway 35 West, sold point also lying on the common Apportlonrnent Agreement line established on r r 4 November W, 1969 between the City of Denton and the Town of ArZ4e and recorded In Volume 718, Page 145 In the Deed Records of Donlon County, Texas, sold petal lying in the south line of the E. Pizano Survey, Abstract Number 994 and the no th line of the Patrick Rock Survey, Absiracl Number 1063; 8 i cTHENCE North 29 degrees 55minutes 6lseconds East along the existing Denton city limit line (Ordinance 74- 36(Tract 1)), parallel with and 600 feet perpendicular to the canterline of LH. 33 West a distance of 28.83 feet to the POINT OF BEGINNING, said point lying on the north right-of-way line of Crawford Road, 25 feel north of the sold DentordArgyle agreement line; THENCE In an easterly direction along the north line of Crawford Road most of ft way and being 25' north of and parallel to the said DentonlArgyle agreement line a distance of 3,373 feet to a point for corner, said point lying 25 Net west of the sold Denton/Argyle agreement line and said point lying on the west fight-of-way line of John Paine Road; THENCE In a northerly direction along the west right-of-wey line of John Paine Road, 25 feet west of and parallel to said DentonlArgyfe agreement line a distance of 767 feet to a point for comer; THENCE South 68 degrees 30 minutes East passing at 25 test the seal line of the 8.8.8.6 C.R.R. Survey, Abstract Number 168, some being the northwest corner of the W Illam Gazoway Survey, Abstract Number 460, same being the southwest corner of the Mary Smith Survey, Abstract Number 1181, same being a common comer along the said DenlorVArgyle agreement line, and passing at 2,641 feet the northeast comer of the said William Gazaway Survey, Abstract Number 480 some being the southeast corner of said Mary Smith Survey, Abstract Number 1181 some being the west tine of the S, Graham Survey, Abstract Number 468 and continuing along geld agreement line a total distance of 4,666 feet to a point In the oentedine of the Union Pacific Railroad (formerly the Texas 6 Pacific Railway)l for corner; I THENCE North 27 degrees 15 minutes East with the centerline of the Union Pacific Railroad and along the said Dontonikgyle agreement line a distance 250 feet, more or less, to a point for comer, sold point lying on e southerly line of the existing Donlon city limits as established by Ordinance 69-40 (Tract III); THENCE westerly along said existing Denton city limits line as established by Ordinance 6940 (Tract III), departing the said Dentonikgyle agreement line, s distance of 430 feet to a point for corner, geld point lying 600 feet northwesterly of and perpendicular to the centerline of U.S. Highway 377 (Fort Worth Drive); THENCE North 27 degrees 28 minutes East parallel with and perpendicular to the centerline of U.S. Highway 371 (Fort Worth Drive) along the existing Denton city limits line as established by OrdinancA 69.40 (Tract 111) a distance of 2,310 feet to a point for corner, said point lying In the east line of the William Smith Survey, Abstract Number 1187 and In the west line of the William Hudson Survey, Abstract Number W. said point being in the most westerly northwest corner of a called 2667 acre tract disenmexed by the City of Denton on August 19, 1980 by Ordinance 80-6 1; THENCE South along the western line of sold disannexat'an tract (Ordinance 80.61) a distance of 722.24 feet to a paint for corner; THENCE North 28 degrees 05 minutes East along the east boundary line of a tract caned "Third Traci" conveyed from E D. Massey and wife, Ada C. Massey to William T. Smith and wife, None Smith by deed dated 4, r May 28.1040 and recorded In Volume 284, Page 187 of the Deed Records of Denton County, Taxes, some being a boundary line of the 2861 acre dlsannexed tract, passing at 1,495.60 feet the northeast comer of said "Third Tract" same being the southeast comer of a called "Second Tract" also Conveyed from Massey to Smith l In the above mentioned Instrument end continuing a total distance of 3,388.50 feet to a point for corner, said point being the southeast comer of a tract of land conveyed iron John W. Hooser to the Texas 6 Pecifio 9 c , tRailway Company by deed dated February 23, 1929 end recorded in Volume 222, Page 555 of the Deed Records of Denton County, Texas; i i THENCE North 618 559 West along the south line of said Texas 8 Pacific Railway Company tract, same being a boundary line of the 28.87 acre disannexed tract, a distance of 50 feet to a point for corner, said point balrrtg the southwest corner of said Texas d Pacific Railway Company tract; THENCE North 28 degrees 05 minutes East along the west boundary line of said Texas d Pacific Railway Company tract, same being a boundary line of the 28.61 acre disannexed tract, a distance of 785.04 feet to a point for corner, said point being the northwest comer of the said Texas 8 Pacific Relhvay Company tract and being a point on the north line of the said Massey to Smith "Second Tracr; THENCE South 89 degrees 45 minutes West along the north line of the said Massey to Smith "Second Tract, same being a boundary line of the 28.67 acre disannexed tract, a distance of 329.47 feet to a point for corner, said point being $00 feet northwesterly of and perpendicular to the centerline of U.S. Highway 377 (Fort Worth Drive) and being the most northerly northwest corner of the called 28.67 acre disannexalion tract (City of Denton Ordinance 80.61) and being a point on the existing Denton city limit fine established by Ordinance 69.40 (Tract III), said point also lying on the north line of the H. Haygood Survey, Abstract Number 617 and the south line of the 8.8.8.8 C.R.R. Company Survey, Abstract Number 160; THENCE North 27 degrees 28 minutes East 500 feet northwesterly of and perpendicular to the centerline of U.S. Highway 377 (Fort Worth Drive) and along the existing Denton city limit line as established by Ordinance 6940 (Tract tit) a distance of 2,250 feet to a point for comer, said point being at an Intersection of the City of Denton annexation tract lines of Ordinance 6940 (Tract III) and of Ordinar ce 91-033 (Tract 1) arid also being a point in Allred Road; THENCE North 89 degrees 27 minutes 39 seconds West along the existing Denton city limits line established by Ordinance 91.033 (Tract I) and along Allred Road a distance of 3,53961 feet to a point for corner, THENCE North 89 degrees 41 minutes 30 seconds West along the existing Denton city limits line established by Ordinance 91-033 (Tract I) and along Allred Road a dislanco of 2,122.09 feet to a point for comer; THENCE South 008 069 520 West along the existing Denton city limits line established by Ordinance 01.033 (Tract 1) e distance of 2,639.77 feet to a point for corner, sold point lying In Johnson Lane; THENCE North 89 degrees 27 minutes 34 seconds West along the existing Denton city limits fine established by Ordinance 91.033 (Tract 1) a distance of 2,353,07 feel to a point for corner, said point being the northeast corner of the B,9.8. 8 C.R R. Company Survey, Abstract Number 158, sold point also teing the northwest corner of the William Smith Survey, Abstract Number 1182 and also being at the Intersection of Johnson Lane and Paine Road; r' THENCE South 00dogrees 02 minutes 39 seconds West along the existing Denton city limits line established by t, - C Ordinance 91-033 (Tract 1) and along the east line of the sold B.B.B. 8 C.R.R. Company Survey, Abstract Number 158 a distance of 3,648.27 teal to a point for corner; THENCE North 89 degrees 32 minulu 20 seconds West along the existing Denton city limits line established by Ordinance 91.033 (Tract 1) a distance o(2,290.84 feet to a point for corner; 10 I li I I THENCE North 00 degrees 58 minutes 25 seconds East along the •xieting Denton city 16-%U line established by Ordinance 91-033 (Tract 1) a distance of 300 feet to a point for eor F: said point being at an Intersection of the City of Denton annexation tract lines of Ordinance 74.36 (Tract 1) and of Ordinance 91-M (Tract I), sold point also tying 500 feet southwesterly of and perpendicular to the centerline H Interstate Highway 35 West; THENCE Beth 29 degrees 55 minutes 51 seconds West 500 feet southwesterly of and parallel to the centerline H Interstate Highway 35 West and along the existing Denton city, limits line established by Ordinance 74-36 (Tract 1), a distance of 1,445 feel to a point for comer, sold point lying at an Intersection of the City of Denton annexation tract Nnes of Ordinance 74.38 (Tract 1) and of Ordinance 91-033 (Tract II); THENCE South 00 dogmas 03 minutes 00 saonde East along the east line of said City of Denton annexation tract (Ordinance 91-033 (Tract fl)) a distance of 60 feet to a point for comer, THENCE North 87 degrees 13 minutes 13 seconds West along the south line of sold City of Denton annexallon tract (Ordinance 91-033 (Tract Il)) a distance of 30 feet to a point for comer, said point also ying ~w feet southwesterly of and perpendicular to the centerlins if Interstate Highway 35 West and also lying at an Intersection of the City of Denton annexation tract lines of Ordinance 91-033 (Trost 11) and of Ordinance 7436 (Tract 1); THENCE South 29 degrees 55 minutes West 600 feel southwesterly of and parallel to the centerline H Interstate Highway 35 West and along the existing Denton city limits line established by Ordinance 74-38 (Tract I) a distance of 720 feet to the POINT OF BEGINNING and conlelnhg 1,026 acres of land, more or less. 1 ti {i 1 I I ll I r l1 Exkibit C PETITION FOR ANNEXATION TO THE PLANNING AND ZONING COMMISSION AND CITY COUNCIL OF THE CITY OF DENTON, TEXAS The undersigned does hereby petition for annexation of 3,102 acres located in the southwestern sect of the extraterritorial jurisdiction of the City of Denton, Texas. The property Is more particularly described In the attached survey devAption and shown on the attached map, The underigned also cargos that the following required Information concerning the land and Its Inhabitants Is reasonably accurate and s assumes responsibility for completion of said Information prior to scheduled action on the petition by the City of Denton. 1, Is petition being Initiated by owner(s) or majority of registered voters in area of request? ; Yee No X If no, what is the status of tha application? Tha petition Is submitted for Involuntary annexation. 2. How many dwelling units are located within the area requested for annexation? 8 known 1 How many businesses or non residential land uses are located within the area of the request? None 4, Does area of request Include any territory within the city timils or extralerritorial )urisdkllon of another city? Yea No X j y, S. Estimated population of the area of request. 25 Adults 20 Childrra+§_ Number of registered voters? . 20 8. At the time of this petition, have any other annexation procedures been Initiated for all or any part of the area requested in this petition? Yes No X 7, Does a water supply district Ile within the boundaries of the arse proposed for annexation? Yes No X (A clalm of district formation Is being legally wrested by the City of Denton) !2 ` i ~ V i 8. What zoning, If any, other than agricultural (A), Is being requested under separate petition? None How much of territory proposed for annexation Is Included In zoning petition? None 9. What is the purpose of annexation? The annexation is Intended to prevent the formation of a Fresh Water Supply District with the southwastem section of Denton's ETJ; to provide efficient and coordinated roadways, utilities, and other municipal services; to manage growth consistent with the City of Denton's Growth Management Strategy and Penning Polkles; and to protect the quality of Denton's raw water supply. 10. PlannaC 'and use (if zoning is being requested): No land uses are being requested; upon annexation, properties will be zoned'Agrkulturar as per the requirements of Chapter 352oning' of the Code of Ordinances of the City of Denton. 11. Have pefitloner(s) familiarized themselves with the official annexation policy, land use policies, and the standard municipal service plan of the City of Denton? Yes X No Petitioner: City of Denton Address: City Hall, 215 East McKinney Street, Denton, TX 76201 Telephone 8401349-8307 Date: March 26°i, 1999 Status of petitioner of not the owner of the property: Home rule municipality with authority to annex its own extraterritorial jurisdiction. 'Field Notes and Location Map for aree proposed for annexation must be submitted along with completed petition before process begins. fljr\ a 13 I t, u I II 1 M City of Denton Annexation Service AnaIX999 i A-80 Related to Tracts Nt, N2, and N3 prepared March 26 , 1999 POLICE PROTECTION 1. Estimated average response time for this area based on current department conditions: Priority 1238 minutes Non-priority 16.44 minutes Average 14.86 minute3 2. Appropriate average response time in the city based on current department conditions., Priority 8.71 minutes Non-priority 12.89 minutes Average 11.84 minutes 3. If annexed and developed as proposed, will additional personnel be needed as a specific result of this proposal? yes If yes, how many? 32 What type? 24 sworn, 8 non-sworn 4. Will additional equipment and funding be needed to serve this area? yes If yes, what type? patrol cars and communlcatlons equipment 5. Will a police substation or other facility be needed to serve this area as a result of I annexation and development? see comments below if yes, when should the new facilities be operational? see comments below 5. Please comment on the cumulative impact of annexation and development. Police service In the short-term future can be accomplished using existing resources, and response times will be consistent other perimeter areas of the city that are undeveloped. The additional resources sited above would be needed to serve the southwestern area of tho city on a phased-in basis, depending upon growth rates, 6. At what population would another police facility be requlred? 260,000 or above Is there an accepted facility/equipment to population ratio that can be used for planning purposes? Police service personnel currently know of no accepted facilitylequlpment to population ratio. However, we believe that facilities management may have used such a ratio In the past. Is there an accepted officer to population ratio that can be used for planning purposes? Yes; 0.9 field operations officers per 1,000 population Additional Comments: The following additional facilities will be needed to serve the areas under consideration: • Expansion of current facility to accommodate additional office space needs (4000- 5000SF), target date: 2005 Contact Person: Gary Matheson, Police Chlef 11 L~ 1 City of Denton Annexation Service Analyses A-80 Related to Tracts #1, #2, and #3 prepared March 26 , 1999 FIRE AND EMERGENCY SERVICES f. Fire and Emergency Medical Services can be provided to the area from station(s) # 5, #3, and #6. Station #5 is located at Bonnie Brae and Windsor. Station #3 is located at 4204 McCormick. Station #6 is located at 3232 Teasley. 2, Estimated response time. 5-20 minutes 3. Appropriate response time in the City. Less than 5 minutes 4. Is a new fire station approved in the CIP that could serve this area? No 5. Will a new fire station be requested In upcoming CIP proposals to serve this area? Yes. If yes, when should this station be operational? A proposed Station #7 would be needed In the vicinity of the 1.35W / F.M. 2449 Intersection. 6. Total estimated funding for equipment, employees and/or facilities needed to serve this area strictly based on annexation and proposed development. Capital Costs (Building & Apparatus): $1.6 million Annual Operating Cost: $0.9 million I 7. Please comment on the cumulative impact of annexation and development. Fire and EMS services to Tracts #1, #2, and #3 will be provided on a phased basis. Current facilities and resources are adequate to respond to service calls In a manner consistent with other undeveloped areas on the perimeter of the city. The Fire Department also acknowledges the fact that development will , occur and new residents will soon locate In the annexed tracts. The City of Denton Fire Department 5-Year Strategic Plan will be presented to City Council on March 30°i, 1999, and will address the timing aspects In the provision of services to southwestern areas of the city. At what population level would another Fire StaWn be required? ! Population levels are not used to determine adequacy of Fire/EMS services; this threshold Is dictated by response time. Is there an accepted circulation to population ratio that can be used for planning purposes? 1.6 firefighters & 0.25 support persons per 1,000 population Contact Person: Ross Chadwick, Fire Chief 1S City of Denton Annexation Service Analtses A•80 Related to Tracts #l, #2, and #3 prepared March 28 , 1999 WATER I WASTEWATER SERVICES Water and wastewater utility services will be provided to the annexed properties In accordance with the following state and local laws and current service policies and master plans: The Texas Local Government Code: a Chapter 43 - Munlclpal Annexation a Chapter 395 - Impact Fees The City of Denton, Texas Code of Ordinances, as adopted May 7, 1991: a Chapter 26 - Utilities s Chapter 34 - Subdivision and Land Development The City of Denton Municipal Utilities PolicylProcedures Manual, as revised July 1992: a WaterlSewer Line Extension Policy, as revised June 1985 a Infrastructure Financing Policy, as adopted by City Council Resolution #R91-008 The City of Denton, Texas Ordinance 98.301, as adopted September 15, 1993: s Amending Chapter 26 - Utilities, Adopting Water and Wastewater Impact Fees The City of Denton Municipal Utilities Master Planning Documents: I a Water Distribution System Master Plan, October 1997, by Shimek, Jacobs and Finklea, L.L.P. a Wastewater Collection System Master Plan, July 1985, by Freese and Nichols, Inc, Wastewater Treatment Planning Report, December 1998, by Alan Plummer Associates, Inc. a Preliminary Design Report for Lake Ray Roberts Water Treatment Plant, May 1989, James M, Montgomery Consulting Engineers 6 Freese and Nichols, Inc. a Denton Municipal Utilities 1999.2003 Capital Improvements Plan Tracts #1 & # Water service options being considered include the temporary L se of developer constructed water wells that will ultimately be used for golf course irrigation !wrposes, a short term water supply contract from the Upper Trinity Regional Water District (I)TRWD), or extension of City of Denton waterlines down Hwy 377 and/or Interstate 35-W to serve the property. The first two options are being considered only as an Interim water supply until the City of Denton can plan and construct a waterline extension to provide service to the area. The City of Denton will provide the retail water service for the development since it will be annexed Into the City limits and lies within Denton's CCN for water utility service. Wastewater service options currently being considered Include the construction of a sanitary sewer line from the Hickory Creek interceptor sewer system or an onsite wastewater treatment plant to be owned and operated by the City of Denton. Due to the length of the " f f off site sanitary sewer line extension, the second option is the most likely alternative that will be considered by the developer, The City of Denton would be the retail provider of wastewater utility service for the development since the property will be annexed into the City limits and lies within Denton's CCN for wastewater utility service. 16 r i III ~I i I City of Denton Annexation Service Analpes A-80 Related to Tracts #1, #2, and 03 prepared March 28 , 11!'99 The desired water and wastewater service options and the phasing of the Improvements will be determined as a part of the land development and platting process. The financial I responsibilities for funding water and wastewater system Improvements to serve the development and will be negotiated with the developer and approved by the Denton Public { Utilities Board, Planning and Zoning Commisslon and City Council. Tract #3 Water service options for Tract #3 currently being considered Include the temporary use of an interim water supply contract from the UTRWD or extension of City of Menton waterlines to serve the area. The first option Is currently being used as an Interim water supply for the Hills of Argyle subdivision through a water supply and transmisslon agreement with the UTRWD and Argyle Water Supply Corporation (AWSC). This alternative will only be used until the City of Denton can plan and construct a 20-inch waterline extension down Hwy 377 to provide service to the area. This line extension will be used to provide water service to the Hills of Argyle subdivision, and Tracts f.. #2, and #3 in the City of Denton's CCN area around the Hwy 377 and interstate 35W corridor, The City of Denton will provide the retail water service for any future developments In this area since they lie within Denton's CCN for water utility service. Any requests for service will be handled In accordance with the applicable utility service line extension and connection policies currently in place at the time the request for service is received. Wastewater service for any future developments in Tract #3 would come from a sanitary sewer line extension from the Hickory Creek Interceptor sewer system up Graveyard Branch. The City of Denton would be the retail provider of wastewater utility service for nit future developments in the area since they will be annexed into the City limits and lie within Denton's CCN for wastewater utility service. The Graveyard Branch sanitary sewer line extension could also be built to provide excess capacity to serve the City of Argyle of provide wastewater service to other entities outside of Denton's CCN to the south. This wholesale wastewater service could be provided by contract with the UTRWD under an extension of the current Interim service contract, directly to the retail entity requesting services from the City of Denton, or by extension of Denton's CCN to allow retail service by Denton. Due to the length of the offsile sanitary sewer line extension and the multiple entitles potentially involved In the process, the project's construction schedule and funding has yet to be determined. The desired water and wastewater service options and the phasing of the Improvements far any future development In this area will be determined as a part of the land development and platting process. The financial responsibilities for funding water and wastewater system Improvements to serve the developments will be negotiated with the developer and approved by the Denton Public Utilities Board, Planning and Zoning Commission and City Council. Contact Person; Howard Martin, Assistant City Manager of Utilities 17 f ` r. City of Denton Annexation Service Analyses U A-80 Related to Tracts #1, #2, and #3 prepared March 260, 1999 STORMWAtER DRAINAGE SERVICES Drainage utility services will be provided to the annexed properties In accordance with the following federal, state, local laws, current service policies and master plans Including but not limited to: Federal Emergency Management Agency: • National Flood Insurance Act Public Law 90-448,1968. Clean Water Act, Public Law 92-500, 95-217 Section 404 The City of Denton, Texas Code of Ordinances, as adopted May 7,1991: • Chapter 30- Flood Prevention and Protection • Chapter 34- Subdivision and Land Development The City of Denton Drainage Design Criteria, April 1990. The City of Denton Drainage Master Planning Documents: . Comprehensive Master Drainage Plan, May 1975, Freese and Nichols, Inc. • Comprehensive Master Drainage Plan Update, Dec. 1990, Freese and Nichols, Inc. . City of Denton Pecan Creek Master Plan, Dec. 1996, Teague Nall and Perkins, Inc. . Cooper Creek and Pecan Creek Tributary PEC4 Regional Drainage Studies The Water Utility Is a rate-based provider of water, wastewater and drainage services to the citizens of Denton. Drainage services are provided to the residents of the City of Denton through water and wastewater department fund transfers. Funds will be available to provide drainage services as water and wastewater lines are extended Into these areas, The utility department is prepared to provide service to the annexed tracts. The water utility will follow applicable federal, state rules and regulations and local ordinances and policies for the. provision of these services. The Water Department will utilize current or future amendments to master planning documents as a guide for the provision of services to these areas. The development must comply with Federal Emergency Management Agency (FEMA) regulations, Clean Water Act regulations pertaining to water quality, Army Corps of Engineers 404 regulations dealing with wetland Issues and Stormwater regulations. Local ordinances described in Chapter 34 of the City of Denton Code of Ordinances 'Subdivision and Land Development" and the "Flood Prevention and Protection" Ordinance Chapter 30 will be followed for the provision of drainage services. 1. 4, Is I r City of Denton Annexation Service Analpes A -W Related to Tracts #1, 02, and k3 prepared March 26 , 1999 Tracts #1 & 02 The City of Denton Is of the understanding that the developer will most all operations and maintenance requirements associated with the on-site drainage system. The development Is located on a topographical ridge, which has no significant drainage area size contributing to or through the project. The headwaters of Roark Branch originate on the northeastern comer of Tract 41, The developer will detain atormwater flows to existing conditions. The utility department is continuing to work with the developer towards the final disposition of drainage issues. Cost estimates for providing drainage operations and maintenance services to this development in the event that the developer could not provide these services would be $78,273 annually. This cost estimate is based on a $28.901ecre average cost that the City currently expends for drainage maintenance. Tract0 Tributaries of Graveyard branch drain this tract. Significant drainage issues exist for this property. Engineering studies will be necessary to calculate fully developed 100-year floodplain conditions. As described above all applicable local, state and federal regulations pertaining to drainage activities will be followed In the provision of drainage services to this area. Drainage easements and right-of-way Issues will have to be addressed prior to any construction or drainage maintenance activities being performed in this area. Cost estimates for providing drainage operations and maintenance services to this service area would be $29,025 annually. This cost estimate Is based on a $28.00/acre average cost that the City currently expends for drainage maintenance. Contact Person; Howard Martin, Assistant City Manager of Utilities I R' 19 r c~ City of Denton Annexation Ss►vice Analyses A-80 Related to Tracts #1, #2, and #3 prepared March 2e, 1999 SOLID WASTE COLLECTION AND DISPOSAL Service Analysis: Tracts #1 & #2 1. Residential solid waste service can be made available to the area proposed for annexation to serve the homes), which is currently Located In the area. 2. No commercial customers were Identified in this area, however, the City of Denton Solid Waste department Intends to provide service when needed at rates In existence at that time. 3. The estimated cost to provide this area with solid waste service is the additional cost associated with sending the crew serving the nearest area within the city which is already being served. Acquisition of a small number of customers will have no appreclable effect on service delivery and will require no additional equipment, maintenance, or personnel. 4. The typical revenue collected per household Is $13 per thirty days. Commercial revenues are based upon the type and size of equipment provided and the collection frequency. 6. Additional equipment will be needed to serve this area if annexed and developed. The amount of equipment needed Is directly related to the number of households to be served and the distance or travel time associated with the density of development and the proximity of the disposal point. Generally speaking, as growth occurs, additional resources will be requested as needed In the budgetary process. The rates In existence at the time should be sufficient to cover the cost of the additional equipment needed to serve the area. However, once existing routes meet maximum capacity, the establlshment of an additional route requires a quantum capital outlay, but there Is significant additional capacity. Forecasts show a potentiui of 8490 households by 20201n this area. For purposes of forecasting, to serve areas proposed for annexation, a number of 1000 households per day per route should be used to account for the density of development and travel time to the disposal point, 6. Additional employees will be needed to serve this area if annexed and developed In accordance with the same principals described in No. 6 above. 7. Once a route Is added, it is capable of absorbing 1000 households per day. The estimated resources needed to add a route are as follows: Personnel Services $110,137 Supplies $ 62,941 Maintenance $ 10,000 ~J 000 Service $39, Total $212,078 io City of Denton Annexation Service Analpes A•80 Related to Tracts IH , k2, and 03 prepared March 26 , 1999 Al this time, the existing routes in the city are approaching maximum capacity. Once a route is added, if the households are going to be serviced twice per week, the route can absorb 2000 households. 8. With regard to provision of services in this particular area, the Solid Waste department proposes to honor existing private solid waste collection contracts and Intends to assume collection servlco on the expiration of the contract. The Denton Solid Waste department is entirely fee based and does not receive any revenue from taxes. Within 30 days, the Solid Waste department will request Information from solid waste customers in the area to determine the need for services and the status of exlsting private solid waste collection contracts. The Solid Waste department will provide service to residents In accordance with the requirements of Chapter 43 of thl 1998 Texas Local Government Code. Service Analysis; Tract N 1, Residential solid waste service can be made available to the area proposed for annexation. A windshield survey of the area reveals approximately 8 existing dweilings in the area. 2. Commercial services can be provided, however, the city intends to honor the term of any existing contract with waste haulers as more particularly described in no. G below. 3, The estimated cost to provido this area with solid waste service is the additional cost associated with sending the crew serving the nearest area within the city which is already being served. Acquisition of a small number of customers will have no appreciable effect i on service delivery and will require no additional equipment, maintenance, or personnel, 4. The typical revenue collected per household is $13 per thirty days. Commercial revenues are based upon the type and size of equlpment provided and the collection frequ, 5. Additional equipment will be needed to serve this area if annexed and developed. The amount of equipment needed Is directly related to the number of households to be served and the distance or travel time associated with the density of development and the proximity of the disposal point. Generally speaking, as growth occurs, additkinal resources will be requested as needed to the budgetary process. The rates in existence at the time should be sufficient to cover the cost of the additional equlpment needed to serve the area, However, once existing routes meet maxlmum capacity, the establishment of an additional route requires a quantum capital outlay, but there Is significant additional capacity. Forecasts show a potential of 3015 households by 2020 In this area. For purposes of forecasting, to serve areas proposed for annexation, a more realistic number of 1000 households per day per route should be used to account for the density of development and travel time to the disposal point r 6. Additional employees will be needed to serve this area if annexed and developed in accordance with the same principals described In no. 6 above. 2I i C U i 1 City of Denton Annexation Service Analpes A-80 Related to Tracts 01, 02, and k3 prepared March 28 , 1999 i 7. Once a route is added, it is capable of absorbing 1000 households per day. The estimated resources needed to add a route are as follows: Personnel Services $110,137 Supplies $ 52,941 Maintenance $ 10,000 Services S 39.000 Tots! $212,078 At this time, the existing routes in the city are approaching maximum capacity. Once a route Is added, if the households are going to be serviced twice per week, the route can absorb 2000 households. 8. With regard to provision of services in this particular area, the Solid Waste department proposes to honor existing private solld waste collection contracts.. The Denton Solid Waste department Is entirely fee based and receives no tax revenue. Within 30 days, the Solid Waste department will request Information from solid waste customers in the area to determine the need for services and the status of existing private solid waste collection contracts, The Solid Waste department will provide service to residents in accordance with the requirements of Chapter 43 of the 1998 Texas Local Government Code, Contact Person: Charles Watkins, Solid Waste Director f ` 22 City of Denton Annexation Service Analyses A-80 Relaled to Tracts 01.02, and M3 prepared March 26", 1999 ELECTRIC UTILITIES 1. What Is the distance to, location of, and six* of the mjarest City of Denton electric fines? Denton Municipal Electric has 13.2 kv feeder circuits lo;ated In or adiacent to all ourposed annexation tracts, except 1A 82, 2. What type of lines or facilities would be required to serve this area? Existing facilities capable to maintain present sevlce level. 3. Are any new lines or facllitiea proposed for construction to serve this area? The new facilities reculred are listed In 1998-99 81999-2000 C.I.P. 4, Are there any potential responsibilities If this area Is annexed? None other than the present service per. 3. Please comment on the cumulative Impact of annex dlon and development. At what population level would additional equipment be required? 95.000 Is there an accepted equipment to population ratio that can be used for planning purposes? 2.25 kva RgLperson. Is there accepted employ" to population ratio that can be used for planning purposes? 1:800 Additional Comments: Denton Munlclpal Electric presently holds a Certificate of Convenience and Necessity from the Public Utility Commission of Texas to serve all of the areas being annexed. As a holder of this CCN, DME presently has an absolute obligation to serve any customer who requests electrlc service In these areas. Annexation of these areas has no economic effect on DME beyond what exists today. i Contact Person: Sharon Mays, Director of Electric UtilKlea +J 23 011111 1 ti I i F City of Denton Annexation Service Analyses A-80 Related to Tracts k1, N2, and 03 prepared March 26 . 1999 PARKS AND RECREATION SERVICES Tracts #1 & N 1. What neighborhood park and recreational facilities are currently serving this area or are capable of serving this area if annexed and/or developed (federal, state, or local)? None are within the proposed annexation. The closest Denton property is Denla Park, located at 1001 Parvin (approx. 5 miles away). Current residents will be able to use exts Ong City of Denton parka, facilities and programs. 2, What projects and/or equipment will be needed to adequately serve this area if annexed and/or development based on the parks and recreation master plan or similar standards? 55 acres of Neighborhood and Community parks (by Robson) Service Standards: Neighborhood Parks: -2.5 acres per 1,000 population (to be dedicated at time of development) -5 acres minimum size. (by developer) cost per acre, Community Parics: •3,Oecresper 1,AO0populatlon (by Robson) •30 acres minlmum 3. How much additional funding will be needed for maintenance K additional park facilities are developed to serve this area? $80,350 for 25 acres at est. pop. 10,000. Robson has expressed intent to maintain privately. Service Standard: Based on $3,454 (developed) cost per acre. 4. How many additional personnel would be needed to properly servo this area ti annexed and developed? If maintained by Robson, no FTEs required. Servlce Standards: 0.5 to OJ FYE additional personnel per 1,000 population (depending on type of service) $38,000 per year cost per additk~nal personnel oil City of Denton Annexation Service Analpes A-80 Relaled to Tracts Nt, N2, and N3 prepared March 29 , 1999 Tract 1. What neighborhood park and recreational facilities are currently serving this area or are capable of serving this area If annexed and/or developed (federal, state, or local)? None In the annexation area. Existing residents may use existing Denton parks, facilities andprogrems. Closest park Is Dents Park, located at 10011 Parvin, 5 miles NE of tract. 2. What projects and/or equipment will be needed to adequately serve this area if annexed and/or development based on the parks and recreation master plan or similar standards? 46 acres of parks ( 24 acres - Neighborhood, 25 acres - Community) Service Standards: Neighborhood Parks: -2.5 acres per 1,000 population (to be dedicated at time of development) .5 acres minimum size. (by developer) cost per acre. Community Parks: -3.0 acres per 1,000popuiatlon (to be acquired by City) -30 to 50 acres minimum size -Costs borne by City through bond sales -Comments: City projects the need for f community parts to serve this area. Typical perk development includes play area, picnic area, trails, athletic Melds. May also include multipurpose center or other service centers, 3. How much additional funding will be needed for maintenance if additional park facilities are developed to serve this area? $158,884 for 46 acres at sat pop. 8,442 Bgrvice Standards: Based on $3,454 (developed) cost pet acre. 4. How many additional personnel would be needed to property serve this area if annexed and developed? 4 to 8 FTEs for 8,442 est, pop. yervlce ~ndards: 0.5 to 0.1 FTE additional personnel per 1,000 population (depending on type of service) , $38,000 per year cost per additional porsonnei Contact Person; Ed Hodney, Director of Parks & Recreation t3 II!I a I City of Denton Annexation Service Ana] ses A•e0 Related to Tracts 01, M2, and 03 prepared March 2'+ , 1999 STREETS AND ROADS The Transportation Section of the Service Plan evaluates the existing roadway system. j Existing conditions have been field checked, and cost estimates prepared to bring the roadways up to City of Denton specifications. The costs are then broken In categories: City of I Denton cost, costs to other governmental subdivisions, and developer costslpartlclpation. Trut 01 has no Immediate Impactslcosts. The existing Intemal/private road will be removed and replaced with private roads to be maintained by the developer. The annexation does not include Lively Road on the north side, Florence Road on the west side, or Crawford on the southern end, The Robson Development Is to start from the south and go north so Impacts on Lively and FM 2440 will come later. Crawford and Florence would provide more benefit to the cities to the south and west and are not Included In the annexation. i Tract M2 again does not include Crawford Road. There are no Impacts at this time. I Tra~,t Includes Johnson, John Paine, and Allred Roads. The existing condition on ail three roadways is a gravel surface. These would have to be graded two to three times a year with our malntniner. Occasional base failures would be fixed with the AMZ or gravel by cutting out the failure. Minimal cost Impact, The estimated cost (basic road and subgrade) Is about $500,000 to bring these three roads up to City Standards. The responsibility for upgrading , these roads will be bome by private developers during the development cycle F.M. 1830 (Country Club Road) Is a TXDOT (state) roadway, and the Clty of Denton Is not J responsible for Improvements to this facility. State roadways are upgraded based upon 1 regional need end resource availability as per TXDOT procedures. These estimated t) based on our fold evaluations, and basic road materials without ronsiderations of , . Anage or other variables. The actual costs can be figured once the cu istnrction parameters have been established. Contact Person. Jerry Clark, Director of Engineering & TransportaLon 4f v u i City of Denton Annexation Service Analpes A-80 Related to Tracts 01, 02, and 03 prepared March 28 , 1999 BUILDING INSPECTIONS 1 CODE ENFORCEMENT If annexed will additional personnel be needed as a specific result of this proposal? Not immediately If yes, how many? Apgroximatety 3A new staff members once the area begins to experlnce i nnt development. What Type? Building Inspectors. Plans Examiners, and Code Enforcement Officers will eyentually be needed to provide services to Tracts #1. #2 and #3. I I Will additional equipment and funding be needed to serve this area? Not Immediately: when development occurs. services will be provided. If yes, what type? When new personnel are added. vehicles and limited egulomen: are purchased. Estimated funding needed based on proposed annexation and development: No funding will be needed until the year 2005 as per c' growth forecasts for the areas to be annexed. Additional Comments: The proposed annexatioo will have no immediate Impact on either Building Inspections or Code Enforcement operstlone, Building Inspections services are based on cost recovery, and personnel/equipment will be added in response to anticipated permit fee revenues. An additional code enforcement officer would be needed to cover the additional g,+egraphic area Included In the proposed annexation once when new development reaches a level of 2,000 new homes. i Contact Person; Greg Mitchell, City Building Official 1 i 27 i cCity of Denton Annexation Service Analpes A-80 Related to Tracts 01, 02, and 83 prepared March 28 , 1999 ~lRARY SERVI r`a 1. If annexed, can anticipated service demands be met using existing materials, facilities, and personnel? No 2. If not, how many additional employees and what type of facilities and materials will be needed to provide services? Not yet determined 3. Estimated additional funding needed strictly based on proposed annexation and development. Not yet determined 4. Please comment on the cumulative Impact of annexation and development. The proposed annexation will require additional library system capacity to servo new residents. The nearly completed Library Master Plan, expected to be presented to the Denton City Council on April 271^,10 0 will contain a comprehensive strategy for the provision of services in an equitable manner for all city residents. At what population level would another library facility be required? An additional 71,600 persons. Is there an accepted circulation to population ratio that can be used for planning purposes? Yes, 3 library Items per capita i , Is there an accepted employee to population ratio that can be used for planning purposes? A standard will be developed In the near future, Contact Person: Eva Poole, City Library Director 28 rCity of Denton Annexation Service Analpes A-60 Related to Tracts N1, Q, and $03 prepared March 26 , 1999 E1NANCIAL IMPACT The Information provided W, ow provides a brief overview of the financial impacts of the proposed annexation on the affected property owners, acknowledging the fact that individual circumstances may vary. More detalied Informaton will be made available upon request. POTENTIAL FINANCUIL IMPACT FOR PROPOSED ANNEXED AREAS CI of Denton Tax Information Baia Tax Formulation Taxable Value fur Rate Tax Levy 'Agriculture, Acreage $ 10,000.508151$100 50,82 Unimproved, Platted Lots $ 25,000 15051W$100 127,04 improved, Resldenliai $ 100,000.50515+ 100 506,15 Annexed property must be on the roll on January 1 In order to be taxed or that year. Therefore, property annexed In June 1999 would not pay city taxes until October 2000 for the 2000.2001 fiscal year Average value per acre In county B. Rollback Taxes Total Yearly Rollback 8 Tax Yosr Tax Interest Total 1998 48.27 49,95 98.22 1997 48.75 63.85 102.60 1996 50,20 68.97 109.17 1995 51.39 63.97 _ 11518 1994 53,29 70.07 12338 Total 111 2i0! S 296,61 846.71 A property owner with an AO exemption on a single acre with en AO value of $5001acre will pay approximately $548.710 property changes use on March 31, 1999, and the non-AO value of the acre is $10,0001acre. C. Av-srsgs Utility Bills" Average Average RalJental Monthly Monthly _ Customers usage Bill I( Electric _ 840 kwh 71.85 r WAlei 6500 gallons 31.65 Wastewater 61122-gallons! 2068 ,j r Sciid Waste fiat 13,00 Total 1 111 136.96 will depend on current Services used b the property owner or service provider. Contact Person: John Fortune, City Budget Director 19 1. i Exhibit E DRAFT ANNEXATION SERVICE PLAN: TRACTS #1, #2, & #3 CASE NUMBER: A-80 AREAL 3,102 ,acres LOCATION: In the far southeastern section of the City of Denton ETJ, in the vicinity of Crawford Road, Interstate Highway 1.35W, and U.S. 377, Municipal services to the site described above shall be fitmished by or on behalf of the City of Denton, Texas, at the following levels and in accordance with the following schedule: A. Police Protection in the short term, the Police Department can provide service to Tracts NJ, #2, and #3 using existing resources, resulting in response times consistent with other undeveloped perimeter areas of the city. In the longer term, the Police Department estimates that service can be provided within average response times for the City as a whole, with the addition of 24 sworn and 8 non-swom personnel, phased in proportion to population growth within the annexed tracts. B. Fire Protection and Emergency Medical Services Fire service will be available though existing facilities during the interim period when the annexation tracts remain for the most part undeveloped, A new Fire Station #7 will be needed in the future to provide service to the annexed tracts, to be located in the vicinity of the 1-35W / F.M. 2449 intersection. The City of Denton Fire Department Five-Year Strategic Plan is scheduled to be presented to City Council on March 3e, 1999. The plan will provide additional detail regarding proposed fire and emergency service delivery to all parts of the city, including Tracts #1, 02, and #3, C. Water I Wastewater Sen lees Current City of Denton CIP funding is programmed for the construction ors 20-inch water line extension that will reach the Hills of Argyle subdivision on U.S. 377. The line will be extended further south to Tract #3 in a subsequent phase. Construction of these improvements will begin within 2 years and will be completed within 4'/i years, Development within T. act #3 is expected to run the line west [a 1.351V. The property owners of Tracts gland 42 will be expected to extend water lines from 1.33W to deliver water fordevelopment. Interim water service options are available. Waste-a ater service will be made available through either extensions from the Hickory Creek interceptor sewer system or through on-site treatment plant% that are owned, operated, and e maintained by the City of Denton. See Annexation Scrvice Analyses for further detail. 30 s. D. Stormwater Drainage Services Drainage improvements will be made by property owners at the time of development. Maintenance will be the responsibility of the City of Denton, supported as a function of water and wastewater fund transfers paid by rate payers. E. Solid Waste Collection and Disposal Solid waste service are availdble to the annexed tracts. Existing contracts between customers and private waste hauleri will not be disturbed. Equipment and personnel needed to serve new development will be added In proportion i, growth in the customer base. F. Electric Ulllitles Electric service will be made available upon request to all of the property within the areas being annexed. C. Parks and Recreation Services Neighborhood parks wil; be provided as residential growth occurs, as per the City of Denton Park Dedication Ordinance. One community hark will be needed in the longer temt. The community park and additional personnel will be tunded as appropriate through city funds. 11. Streets and Roads Crawford and Florence Roads, located on the perimeter of Tract 41, will not be annexed, and will remain the responsibility of Denton County. Johnson, John Paine, and Allred Roads in Tract 03 will be upgraded by private developmenl, and ultimately maintained by the City of Denton, F,M. 1830 (Country Club Road) is a state facility and will be upgraded and maintained by the Texas Department of Transportation (TXDOT). 1. Building Inspections J Code Enforcement Services Services are available now for the areas to be annexed. Additional personnel will be dedicated to , the areas to be annexed as dictated by growth. J. Library Services The Library Master Plan will dclermine the appropriate method of service delivery for all areas of the city, and is near completion. The plan will be presented to City Council in late April 1999. Contact Person, David Hill, Director of Planning & Development 31 c Exhibit F INVOLUNTARY ANNEXATION SCHEDULE TRACTS #1, #2, AND #3 Rekised A/amb 17, 1999 I Friday, March 19"' Notice published In Denton Record-Chronicle for both CC public hearings. Monday, March 29" City Council conducts first public hearing. e Public notice must be no less than 10 days and no more than 20 days before public hearing. e Special Called Meeting o Annexation Study prepared and available for public review, u Service Plan prepared and available for public review. Tuesday, March 30"' City Council conducts second public heating. • Public notice must be no less than 10 days and no more then 20 days before public hearing. e Special Called Meeting Sunday, April 4°i Notice published In Denton Record-Chronicle for Planning and Zoning Commission public hearing. Wednesday, April 14'h Planning and Zoning Commission holds a public hearing and considers making a recommendation to the City Council regarding the proposed annexation and the proposed zoning. e Public notice must be no less than 10 days before public hearing, Tuesday, April 20"' City Council by a four-fifths vote Institutes annexation proceedings. Fist read) of annexation ordinance, • Action must be more than 20 days after the second public hearing but less than, 40 days from the first public hearing. Sunday, April 25°' Publication of annexation ordinance in Denton Reoord-Chronlcle, Tuesday, May 2e City Council by a four-fifths vote takes final action. Saoond reading and adoption of the annexation ordinance. r • Council action must be more than 30 days after publlcatlon of l a ordinance and less then 90 days after council Institutes 1 annexation proceedings. • Special Called Meeting (scheduled Work Session) 1j I i i Jz~ ANNEXA fON SIGN PLACEMENT MARCH I9,-1999._._ _ fl H. Lively DENTON ETJ I / / 1 fIAV 1 'r ' ` » / Alf R a oad 10 cr. 10 o TRACT d 2 r, ri GY o~P 00 1 r q.5 R l" r l r r -,/.rJl l/ ~ r ly v r 1 r 4q. r+ r ` I i N -i i i Exhibit H (From 1998 Edition, Texas Local Government Code) Chapter 42 Extraterritorial Jurisdiction of Municipalities SUBCHAPTER A. GENERAL PROVISIONS SUBCHAPTER B. DETERMINATION OF EXTRATERRITORIAL, JURISDICTION SUBCHAPTER C. CREATION OF GOVERNMENTAL ENTITIES IN EXTRATERRITORIAL JURISDICTION Section 42.042 Creation of Political Subdivision to Supply Water or Sewer Services, Roadways, or Drainage Facilities in Extraterritorial Jurisdiction (a) A political subdiN ision, one purpose of which is to supply fresh water for domestic or commercial use or to famish sanitary sewer services, roadways, or drainage, may not be created in the ca traterritorial jurisdiction of a municipality unless the governing body of the municipality gives its written consent by ordinance or resolution in accordance with this subsection and the Water Code. In giving its consent, the muricipalily may nut place any conditions or other restrictions on the creation of the political subdi vision other than those expressly permitted by Section 54.016(e), Water Code. (b) If the go; erring body fails or refuses to give its consent for the creation of the political subdivision on mutually agreeable terms within 90 days after the date it receives a written request for the consent, a majority of the qualified voters of the area of the proposed political subdivision and the owners of at least 50 percent of the land in the proposed political subdivision may petition the govcming body to make available to the area the water, sanitary sewer senices, or both that would be provided by the political subdivision, (c) If, within 120 days aRer the date the governing body receives the petition, the governing body fails to make a contract with a majority of the qualified voters of the area of the proposed political 1 subdivision and the owners of at least 50 percent of the land in the proposed political subdivision to provide the services, that failure constitutes the governing body's consent to the creation of the proposed political subdivision. (d) The consent to the creation of the political subdivision in only an authorization to initiate 1 proceedn, s :o create the political subdivision as provided by law. 1 (c) Repealed by Acts 1997, 75'h Leg., ch. 1070, Section 55, eft'. Sept. I, 1997. r (1) If the municipality fails or rcruses to give its consent to the creation of the political subdivision or fails or refuses to execute a contract providing for the water or sanitary sewer services requested within the time limits prescribed by this section, the applicant may petition the Texas Natural Resource Conservation Commission for the creation of the political subdivision or the inclusion of the land in a political subdivision. The commission shall allow the creation of the political 34 c~ I subdivision or inclusion of the land in a proposed political subdivision on finding that the municipality either does not have the reasonable ability to serve or has failed to make a legally binding commitment with sufficient funds available to provide water and wastewater service adequate to serve the proposed development at a reasonable cost to the landowner. The commitment must provide that construction of the facilities necessary to serve the land will begin within two years and will be substantially complete within 4'/, years after the date the petition was filed with the municipality. (g) On an appeal taken to the district court from the Texas Natural Resource Conserva 'on Commission's ruling, all parties to the commission hearing must be made parties to the appeal. The court shall hear the appeal within 120 days after the date the appeal is filed. If the case is continued or appealed to a higher court beyond the 120-day period, the court shall require the appealing party or part requesting the continuance to post a bond or other adequate security in the amount of damages that may be incurred by any party as a resvIt of the appeal or delay from the commission action. The amount of the bond or other security shall be determined by the court after notice and hearing. On final disposition, a court may award damages, including any damages for delays, attorney's fees, and costs of court to the prevailing party. (h) A municipality may not unilaterally extend the time limits prescribed in this section through the adoption of preapplication periods or by passage of any rules, resolutions, ordinances, or charier provisions. However, the municipality and the petitioner mayjointly petition the Texas Natural Resources Conservation Commission to request an extension of the time limits. (i) Repealed by Acts 1989, 71" Leg., ch. 1058, Section 1, eft Sept. 1, 1989. 0) The consent requirements of this section do not apply to the creation of a special utility district under Chapter 65, Water Code. If a special utility district is tobe converted to a district with taxing authority that provides utility sericea, this section applies to the conversion. Note. Definitions LGC, Section 43.071(a) In rhis section, "water or srgz distrta"means a district or authority created under Article 111, Section 52, Subsection (b)(1) and (2), or under Article XY1, Section 59, ofthe Texas Constitution that provides or proposes to provide, as irsprincipalfunrrion, it ater senders or sewer senders or both to household users. The term does not Include a district or authority the primary function of which is the wholesale distribution of water. LGC, Section 43.0715 (a) In this section, "special district" means a political subdivision one purpose of which is to supply fresh water for domestic or commercial use or to furnish sanitary server sen-ires or drainage. (k) This section, except Subsection (i), applies only to the proposed political subdivision's area located in the cxtri.-territorial jurisdiction of the municipality. t 11:- v S1113CHAPTERZ. MISCELLANEOUS PROVISIONS 35 t Chapter 43. Municipal Annexation SUBCHAPTER A. GENERAL PROVISIONS SUBCHAPTER B. GENERAL AUTHORITY TO ANNEX SUBCHAPTER C. ANNEXATION PROCEDURE Section 43.051 Authority to Annex Limited to Extraterritorial Juris fiction A municipality may annex area only in its extraterritorial jurisdiction unless the municipality owns t`e area, Section 43.052 Annexation Hearing Requirements (a) Before a municipality may Institute annexation proceedings, the governing body of the municipality must conduct two public hearings at which persons interested in the annexation are given the opportunity!, be heard. The hearings must be conducted on or after the 4e day but before the 20'h day of thk institution of the proceedings. (b) At least one of the hearings must be held in the area proposed for the annexation if more than 20 adult residents of the area file a written protest of the annexation with the secretary of the municipality within 10 days after the date of the publication of the notice required by this section. The protest must state the name, address, and age of each protester who signs. (c) The municipality must publish notice of the hearings in a newspaper of general circulation in the muricipality and in the area proposed for annexation. The notice for each hearing must be published at least once on or after the 20t1' day but before the le day before the date of the hearing. The municipality must give additional notice by certified mail to each railroad company that serves the municipality and is on the municipality's tax roll if the company's right-of-way is in the area proposed for annexation, Section 43.053 Period For Completion of Annexation; Effective Date (a) The annexation of an area rust be completed within 90 days after the date the goveming body institutes the annexation proceedings or those proceedings are void. Any period during which the municipality is restrained or enjoined by a court of competent jurisdiction from annexing the area is not included in the 90-day period. (b) (Applicable to municipalities with a population of 1.5 million or more; not applicable to Denton,] Section 43.054 Width Requirements (a) A municipality may not annex a publicly or privately owned area, including a strip of area A following the course of a road, highway, river, stream, or creek, unless the width of the area at its narrowest point is at least 1,000 feet. t (b) The prohibition established by Subsection ta) does not apply i f: 36 I ! -i k (1) the boundaries of the municipality are contiguous to the area on at least two sides; ! (2) the annexation is initiated on the written petition of the owners or or a majority of the qualified voters of the area; or (3) the area abuts or is contiguous to another jurisdictional boundary. Section 43.055 Maximum Amount of Annexation Each Year (a) In a calendar yc3r, a municipality may not annex a total area greater than 10 percent of the incorporated area of the municipality as of January I of that year, plus any amount of area carried over to that year under Subsection (b). In determining the total area annexed in a calendar year, an area annexed for limited purposes is included, but an annexed area in not included if it is: (I) annexed at the request of a majority of the qualified voters of the area and the owners of at least 50 percent of the land in the area; (2) owned by the municipality, a county, the state, or the federal government and used for a public purpose; (3) annexed at the request of at least a majority of the qualified voters of the area; or (4) annexed at the request of the owners of the area. (h) Ira municipality fails to annex in a calendar year the entire 10 percent amount permitted under Subsection (a), the municipality msy carry over the unused allocation for use in subsequent calendar years. (c) A municipality carrying over an allocation may not annex in a r Alendar year a total area greater I'•an 30 percent of the incorporated area of the municipality as of January I of that year. Section 43.056 Proviblon of Services to Annexed Area (a) Before the publication of the notice of the first hearing r.,quired under Section 43.052, the governing body of the municipality proposing the annexation shall direct its planning department or other appropriate municipal department to prepare a service plan that provides for the extension orfull municipal services to the area to be annexed. The municipality shall provide the services by any of the methods by wl,irh it extends the services to any other area of the municipality. (b) The service plan must i iclude a program under which the municipality will provide full municipal services in the annexec area no later than 41/s years after the effective date of the annexation, in accordance with Subsect',)n (d), However, under the program the municipality must provide the following services in the at a within 60 days after the effective date of the annexation of the area: (I) police protection; r J (2) Fire protection; (3) solid waste collection; 37 { t II 1 (4) maintenance of water and wastewater facilities in the annexed area that are not within the service area of another water or wastewater utility; (5) maintenance of roads and streets, including road and street lighting; (6) maintenance of parks, playgrounds, and swimming pools; and (7) maintenance of any other publicly owned facility, building, or service. (b-1) (Applies to municipalities with a population of 1.5 million or more; not applicable to Denton] (c) For the purposes of this section, "full municipal services" means services funded in whole or in part by municipal taxation and provided by the annexing municipality within its full-purpose boundaries. (Reference to municipalities of 1.3 million or more; not applicable to Denton.] If the municipality owns o water and wastewater utility, the municipality shall, subject to this section, extend water and was!ewater service to any annexed area not within the service area of another water and wastewater Vility. If the municipality annexes territory included within the boundaries of a municipal utility d%,,Hct or a water control and improvement district, the municipality shall comply with applicable state law relating to annexation of territory within a municipal utility district or a water control and improvement district. The service plan shall summarize the service extension policies of the water and wastewater utility. (d) The service plan mus! also include a program under which the municipality will initiate the acquisition or construction of capital improvements necessary for providing municipal services adequate to serve the area. The construction shall begin within two years after the efrective date of the annexation of the area and shall be substantially completed within 4% years after fiat date. The acquisition or construction of the facilities shall be accomplished by the purchase, lease, or other contract or by the municipality succeeding to the powers, duties, assets, and obligations of a conservation and reclamation district as authorized or required by law. The construction of the ~ facilities shall be accomplished in a continuous process and shall be completed as soon as reasonably possible, consistent with generally accepted local engineering and architectural standards and practices. However, the municipality does not violate this subsection if the construction process is interrupted for any reason by circumstances beyond the direct control of the municipality. The requirement that construction orcapital improvements must be substantially completed within 4'h years does not apply to a development project or proposed development project within an annexed area if the annexation of the area was initiated by petition or request of the owners of land in the annexed area and the municipality and the landowners have agreed in writing that lb. develop,roa . project within that area, because of its size or projected manner of dc• clopmcrt by the deve:oper, is not reasonably expected to be competed within that period. (c) The service plan may not: (1) require the creation of another political subdivision; (2) require a landowner in the area to fund the capital improvements necessary to provide ,t municipal services in a manner inconsistent with Chapter 395 unless otherwise agreed to by the landowner; or (3) provide fewer services or lower levels of services in the area: ?8 t• i (A) than were In existence in the area immediately preceding the date of the annexation; or I (B) than are otherwise available in other parts of the municipality with land uses and population densities similar to those reasonably contemplated or projected in the area. (f) If only a part of the area to be annexed is actually annexed, the governing body shall direct the department to prepare a revised service plan for that part. (g) The proposed service plan must be made available for public inspection and explained to the inhabitants of the area at the public hearings held under Section 43.052. The plan may be amended through negotiation at the hearings, but the provision of any service may not be deleted. On completion of the public hearings, the service plan shall be attached to the ordinance annexing the area and approved as part of the ordinance. (h) On approval by the governing body, the service plan is a contractual obligation that is not subject to amendment or repeal except that if thre goveming body determines at the public hearings required by this subsection that changed conditions or subsequent occurrences make the service plan unworkable or obsolete, the govemirg body may amend the service plan to conform to the changed conditions or subsequent occurrences. An amended service plan must provide for services that are comparable to or better than those established in the service plan before the amendment. Before any amendmert is adopted, the goveming body must provide an opportunity for interested persons to be lteud at the public hearings called and held in the manner provided by Section 43.052. (i) A service plan is valid for 10 years. Renewal of the service plan is at the discretion of the municipality. A porson residing in an annexed area may enforce a service plan by applying for a writ of mandamus. If a court issues the writ, the municipality shall pay the person's costs and reason able attorney's fees in bringing the action. A writ issued under this subsection must provide the municipality the option of disannexing the area within 30 days. (j) A municipality that annexes an area shall provide the area or cause th • are a to be provided with services in accordance with the service plan or the area. (k) This section does not require that a uniform level of full municipal services be provided to each area of the municipality if different characteristics of topography, land use, and population density are considered a sufficient basis for providing different levels of service. SUBCHAPTER D. ANNEXATION PROVISIONS RELATING TO SPECIAL DISTRICTS SUBCHAPTER E. ANNEXATION PROVISIONS RELATING TO RESEVOIRS, AIRPORTS, STREETS, AND CERTAIN OTHER AREAS SUBCHAPTER F. LIMITED PURPOSE ANNEXATION r SUBCHAPTER G. DISANNEXATION A SUBCHAPTER H. ALTERATION OF ANNEXATION STATUS (E' SUBCHAPTER Z. MICELLANEOUS PROVISIONS 39 J 1 u Ao" _O ~M 1Mtq RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DENTON, TEXAS SUP- PORTING HOUSE BILL 3237 DEFINING ENIMEMENTS TO SCHOOL DISTRICTS FOR STUDENTS IN AVERAGE DAILY ATTENDANCE IN SPECIAL EDUCATION PRO- GRAMS AND SPECIAL INSTRUCTIONAL ARRANGEMENTS FOR STUDENTS WITH DISABILITIES AS A PART OF THE SCHOOL FUNDING FORMULA; AND PROVIDINQ AN EFFECTIVE DATE. WHEREAS, Representative Mary Denny has irtroduced H.B. 3237, which amends the Texas Education Code to provide a formula for annual allotments based on the average daily at- tendance of each student ;'n special education programs and special instructional arrangements for students with disabilities tinder the circumstances defined in that bill; and WHEREAS, the enactment of H.B. 3237 will favorably impact the funding for public school systems, such as the Denton Independent School District; and WHEREAS, the Denton Independent School District and the Fast Growth School Coali- ticn supports H.B. 3237 and the City Council deems it in the public interest to support this leg- islation; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DENTON HEREBY RESOLVES: SEC11ON • That the City Council hereby supports H.B. 3237, introduced by Repress tative Mary Denny, which will have a favorable impact on the funding for various public schools, including the Denton Independent School District. SECTION li. That the City Manager is directed to send a true and correct copy of this resolution to Senator Jane Nelson, Senator tom Haywo)d, Senator David Sibley, Representative Mary Denny, Representative Ronny Crownover, Fnd Representative Burt Solotnons with a letter requesting these public officials support H.B. 3237. SECTION 1H. That this resolution shall become effective immediately upon its passage and approval. PASSED AND APPROVED this the day of , 1909. rACK MILLER., MAYf R / ! L! (w ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: HERBERT L. PROUTY, CITY ATTORNEY < BY, n[MLOLN'OL~Vr,fdq'.71'9r CaunaMaeoMlis'94Ji 7117b Y - . ' Page 2 j i 1a u By Denny H,B. No. 3237 f Line and page numbers may not match official copy. Bill not drafted by TLC or Senate ELE. A BILL TO BE ENTITLED 1-1 AN ACT 1-2 relating to school finance. 1-3 BE IT ENACTED BY THE LEOISLATVRE OF THE STATE OF TEXASi 1-4 SECTION 1. Sec. 42.151. Special Education. (a1 For 1-5 each student in average daily attendance in a special education 1-6 program under Subchapter A, Chapter 29, in a mainstream 1-7 instructional arrangement, n school district is entitled to an 1-8 annual allotment equal to the adjusted basic allotment multiplied 1-9 by I.I. For each full-time equivalent student in average daily 1-10 attendance in a Special 'education program under Subchapter A, 1-11 Chapter 29, in an Instructional arrangement other then a mainstream 1-12 instructional arrangement, a district is entitled to an annual 1-13 allotment equal to the adjusted basic allotment multiplied by a 1-14 weight determined according to instructional arrangement as 1.15 follows: 1-16 homebound .................................................5.0 1-17 hoypital class (3,915.4 1-18 Speech therapy ............................................5.0 . 1-19 Resource room. 3.0 1-20 Self-contained, mild and moderate, regular campua......... 1.0 1-21 Self-contained, so-see, regular campus ...............(3-r41" 2-1 Off home campus ...........................................2.7 2-2 Nonpublic day school .................................015.9 2-3 Vocational adjustment class ...............................2.3 2-4 (b) A spacial instructional arrangement for students with 2-5 disabilities residing in care and treatment facilities, other than 2-6 state schools, whose parents or guardians do not reside in the 2-7 district providing education services shall be established under 2-8 the rules of the state Board of Education, The funding weight for 2-9 this arrangement shall he (4-41 " for those students who receive 2-10 their education service on a local school district campus. A 1-11 special instructional arrangement for students with disabilities 2-12 residing in state schools shall be established under the rules of 2-13 the State Board of Education with a funding weight of 10x41 J J. 2-14 FECTION 2. This Act takes effect September 1, 1999. 2-1S SECTION 3. The importance of this legislation and the 2-16 crowded condition of the calendars in both houses create an , 2-17 emergency and an imperative public necessity that the 2-18 constitutional rule requiring bills to be read on three several 2-19 days in each house be suspended, and this rule is hereby suspended. s r~ i ar i 3n3,p9 ~ 2-09 Pte c' cNt, q - Q1 A906 Will RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DENTON, TEXAS SUP- PORTING SENATE BILL 594 RELATING TO STATE ASSISTANCE FOR CERTAIN SCHOOL DISTRICT INSTRUCTIONAL FACILITIES PROJECTS, SENATE BILL $95 RE- LATING TO THE STATE FUNDING FOR SCHOOL DISTRICT DEBT SERVICE, AND SENATE BILL 596 RELATING TO AN ADDITIONAL FOUNDATION SCHOOL IrRO- GRAM ALLOTMENT FOR SCHOOLS THAT OPEN OR EXPAND INSTRUCTIONAL FA- CILITIES; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, Senators Jane Nelson and David Bernsen have introduced S.B. $94, 595, and 596 amending sections of Chapters 42 and 46 of the Texas Education Code relating to state assistance for certain school district instructional facilities projects, state funding for school dis- trict debt service, and an additional &,.ndation school program allotment for schools that open or expand instructional facilities; and WHEREAS, the enactment of these bills will benefit public school systems, such as the Denton Independent School District; and WHEREAS, the Denton Independent School District and the Fast Growth School Coali- tion supports this legislation and the City Council deems it in the public interest to support this legislation; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DENTON HEREBY RESOLVES: 1 SECTION 1. That the City Council hereby supports S.B. 594, 595, and 596, introduced by Senators Jane Nelson and David Bemsen, which will benefit various public school systems throughout the state, including the Denton Independent School District. SECTION Il. That the City Manager is directed to send a true and correct copy of this resolution to Senator Jane Nelson, Senator David Bernsen, Senator Tom Haywood, Senator David Sibley, Representative Mary Denny, Representative Ronny Crownover, and Representa- tive Burt Solomons with a letter requesting these public officials support S,B. 594, 595, and 596. SECTION M. That this resolution shall become effective immediately upon its passage and approval PASSED AND APPROVED this the day of '1999. JACK MILLER, MAYOR 1 ~i III i i l I ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: i APPROVED AS TO LEGAL FORM: HERBERT L. PROUTY, CITY ATTORNEY BY: I rw.tapua.a.oa..~xraxanrresa.ru t i r Page 2 f • i r C! U By! Nelson, Bernsen S.B. No. 594 99SO461/1 A BILL TO BE ENTITLED AN ACT 1-1 relating to state assistance for certain school district 1-2 instructional facilities projects. 1-3 BE ST ENACTED BY THE LEGISLATURE OF THE STATE OF TEXASI 1-4 SECTION 1. Section 46.006, Education Code, is amended to 1-5 read as follows] 1-6 Sec. 46.006. SHORTAGE OR EXCESS OF FUNDS APPROPRIATED FOR 1-7 NEW PROJECTS. (a) If the total amount appropriated for a year for 1-8 new projects is less than the amount of money to which school 1-9 districts applying for state assistance are entitled for that year, 1-10 the commissioner shall rank each school district applying by wealth 1-11 per student. For purposes of this section, a district's wealth per 1-12 student is reduced by 10 percent for each state fiscal biennium in 1-13 which the district did not receive assistance under this chapter. 1-14 The commissioner shall adjust the rankings after making the 1-15 reductions in wealth per student required by this subsection. 1-16 (b) In addition to any reduction of a district's wealth oar 1-17 p,tuAont Yeguired under tuba! tign W, a further raduction may hw 1-18 male far the yurommes ne thin section if the digtri Ynerienced 1-19 e+he n ial a +d at anrnltmont growth during he ereeedina 1-20 fiv -vr petite. if a district had enrollment growth of between 1-21 10 percent and. 13 percent in the nracedinm five-veer nartod. the 1-22 district's wealth in r Inc ' by en additional five pgreant.. If a 1-23 district had enrollment growth of between 1S narc nt and 10 gsrgant 2-1 in the orreadina five-yjar nariod the district'- wealth is reduced 2-2 by an additional 10 nereent. if a dlatriet had anrnl m nt nrnwth 2-3 exceadina 30 percent in the nraeading five-yo]r period. the 2-4 district's wealth. in_radueed hmi an additional 15 nereant. The 2.5 eamnissigner shall calculate the enrollment growth over the 2-6 preceding five-year period and adjust tha rankinos,after makina_the 2-7 suctions in wealth per student re +ired by this subsection, 2-8 lal Beginning with the district with the lowest adjusted 2-9 wealth per student that has applied for state assistance for the 2-10 year, the commissioner shall award state assistance to districts 2-11 that have applied for state assistance in ascending order of 2-12 adjusted wealth par student. The comaissioner shall award the full 2-13 amount of state assistance to which a district is entitled under 2-14 this chapter, except that the commissioner may award loss than the 2-15 full amount to the last district for which any funds are available. 2-16 14U (4e+1 Any amount appropriated for the first year of a 2-17 fiscal biennium that is not awarded to a school district may be 2-18 used to provide assistance in the following fiscal year. 2-19 d41 (44}1 In this section, 'wealth per student' means a 2-20 school district's taxable value of property as determined under 2-21 Subchapter H, Chapter 403, Government Code, divided by the 2-22 district's average daily attendance as determined under Section 2-23 42.005. 2-24 SECTION 2. This Act takes effect September 1, 1999. 2-25 SECTION 3. The importance of this legislation and the 1-1 crowded condition of the calendars in both houses create an 3-2 emergency and an imperative public necessity that the 3.3 constitutional rule requiring bills to be read on three several 3-4 days in each house be suspended, and this rule is hereby suspended. J' o~ ) 3J13N912 03 PN c~ Byi Nelson, Bernsen S.B. No. 595 9950/63/1 A BILL TO BE ENTITLED AN ACT 1-1 relating to the state funding for school district debt service. 1-2 BE IT ENACTED BY THE LEOISLATURE OF THE STATE OF TEXASs 1-3 SECTION 1. section 12.303, Education Code is ams'.ded to 1-4 read as follows 1-5 sec. 12.303. LIMITATION ON ENRICHMENT AND FACILITIES TAX 1-6 RATE. I&I The district enrichment and facilities tax rate (IDTR4) 1-7 under Section 42.302 may not exceed SO.f1 par $100 of valustic,i. or 1-9 a great,, t for any year provided by appropriation, axeant as 1-9 provided f:2!1 in Subsactien tb1. 1-10 Pub The QTR may axesad the limit in Subuctien fat_ for ta_xes 1-11 to 4LY debt saryiea an bonds may, ife 1-12 1-13 bonds i~ A" 1"d " nAV d&ht service on those or on for ~W)Lidb those bonds are refunding, exclusive 1-11 of debt aervicik„pn bendm f uuied 1+rn+nh enter 161 and 1-15 151-theQTR exceeds s the limit by no mere than tie ax 1-16 rats that. far the eurrra„nt year When &ddad to state funda_undo, 1-17 Caction 12.307 altrihutshla to the nertion of the QTA that exceeds 1-18 ,wl to that whieh would be raised to 1-19 may the debt urLiee an these bonds from the nertien of the 1-20 district's tax rats that would exceed the limie if the QTR vars 1-21 limited am otherwise provided in Subaactien (al~_ And 1-22 21_ rha daht aaryice an thou bends is naid entirely 1-23 frgm,J+xas raised from , ax rata within the. QTR and from state 2-1 fund. under _Section 42,102. 2-2 SECTION 2. This Act takes effect September 1. 1999. 2-3 SECTION 1. The importance of this legislation and the 2-1 crowded condition of the calendars in both housos create an 2-5 emergency and an imperative public necessity that the 2-6 constitutional rule requiring bills to be read on three several 2-7 days in each house be suspended, and this rule is hereby suspended. i I k . 01 1 3/S1A9 12:04 PM Jl i i Sys Nelson, bernsen $4. No. 996 99SO464/1 A 11 LL TO SE ENTITLED AN ACT C 1-1 relating to an adodtional foundation School hograa allotment for 1.1 schools that open or expand instructional facilities. 1-3 SE IT ENACTED PY THE LMISLAT1JAlE Of TEE STATE Or TEXASI 1-4 SECTION 1, Subehapter E, Chapter 42, Education Coda, is 1-S amended by adding Ea.tion 41.106 to read an follow 1-6 Sec. 42.106. INSTRUCTIONAL rACILITISM OPENING OR EXPANSION 1.7 AD ST%x >'p, 111.. , 1a rt to n t lad e w addl t .l alter.awr 1-8 for eearatteeal auwaw•aa urerla ad with eeawt r !Lao!! a{ 1-9 an afciattea ie•tr, rli1 L•n{lt v_ iw hta ear tww •te• , t .1 Lr{lt V~ •1,. i .w1e~ aaa 1-10 1-11 ~6.Qfl 1. 1-12 !hl Per the vur Im tobjeh a fii#ssSttJro#oEil~ 1-13 I.w• , tte .1 lawtlt V •h. ■1 •f r~.GL ah±11 raga/r. aw a.t!1.1.~.7 1-14 A11e•wuwf el IUD e.r .•~`#wf ie t+attrhtad agar A.{lV a•►~... 1-15 1~_that lar[ltiV. ter fh. aa.n.~a ._.±.r a}f.r a4.•wj.. anag, 1-16 i~!ruetteeal Iarf lifV_ tha wlafrtef x1..11 ranatwan i •l rtaw.~ ` 1-17 ujp~wenL eL ssee ear aew~wr to wtehfad aw a.tt*!4~ 1-11 err f • (~wility tw decree eL f. w.~~... ie.w=y fw.w~ 1-19 acaraea datlY a!!a„d.w..a ■f ♦1.. Lw[lty lee,~~-etw:: ....r, 1-20 = /er !hr r iw ~t h • ~~i8lr w ~r~fawA• 1-21 iw• ,r•1 L•rl ltly M 1-22 Ar&PAwAnAA%& an tneraaaa el 1n carman! er wwra [w -1L ..►ar el 1-23 atu w a to w/ehfrA rawer .tl err a a a rthat faa llty 11+. 2-1 dlatrt 11,.11 rtw w 1a{f1 .1 al leb.,ae ~..f.itd eaY • ,.t.wr 2-2 In watehtrd awrawa d•tly a aw .wwa a •h• la It v atiwaar ~l t$,2.3 fkr n~rl wr eL ■tuA.w+r tw ,••fehf at=r#a- 1LY Al a a }a 2.4 LaetltfY ler ha wraeadtw-y 2-9 1d1 The wwwllal mlY a~wf w,1ar wr ..uw~ .S- 2.6 f•wl~ Antaii&& el ►1r aaeei-- - - 2-7 SECTION 2. This Act takes effect September 1, 1999. ( 2.6 9=109 3. The importance of this legislation and the 2-9 crowded condition of the calandais in both houses create an 2-10 emergency and an imperative public necessity that the 2-11 constitutional rule requiring bills to be read on three several 2.12 days in each house be suspended, and this rule is hereby suspended. ro s ~lf; n $11" 11*4 PM Deft -O RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DENTON, TEXAS SUP- PORTING SENATE BILL 1634 AMENDING THE TEXAS EDUCATION CODE TO PRO- VIDE A DEVELOPMENT FEE FOR PUBLIC SCHOOL FACILITIES; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, S.B. 1634, introduced by Senator Irte Nelson, amends Chapter 47 of the Texas Education Code to provide a development fee for public school facilities; and WHEREAS, S.B. 1634 provides for a development fee for public school facilities 10 be assessed to provide that development pay a portion of the costs of the public school Improve- ments that are reasonably related to the service demands and needs of the development project; and WHEREAS, Chaplet 395 of the Texas Local Government Code authorizes municipalities to charge impact fees fcr such services as roads, water, sewer, storm water, and flood control fa- cilities to recover various public improvement costs related to the new development; and WHEREAS, states such as California, Maryland, Washington, Vermont, New Hamp- shire, and West Virginia have enacted school development or impact fees sitnilar to thou set forth in S.B. 1634; and I WHEREAS, the authorization of school development fees in high growth communities across the state will provided needed revenues to build and sustain school systems that provide our children the education they will need to compete in a global economy; and WHEREAS, the Denton Independent School District and the Fast Growth School Coali• lion support S.B. 1634 and the City Council deems it in the public interest to support this legis- lation; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DENTON HEREBY RESOLVES: SECTION i. That the City Council supports S.B. 1634, introduced by Senator lane Nel• son, which provides for development fees for public school facilities. I SECTION Ll, That the City Manager is directed to send a true and correct copy of this resolution to Senator Jane Nelson, Senator Tom Haywood, Senator David Sibley, Representative Mari Denny, Repr sentative Ronny Crownover, and Representative Burt Solo pons with a letter requesting these public officials support S.B. 1634. ' SECTION 111. That this resolution shall become effective immediately upon its passage 1 r'' \ and approval. r i t, PASSED AND APPROVED this the day of .1999. JACK MILLER, MAYOR ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: HERBERT L. PROUTY, TY A ORNEY BY: ~ CN LaLvM rvt.er+t'LOlwr parrmu'Jt~dutlomM{l I W 6t u r Page 2 Jj AM 31 » lIN W~atu nu.~u • riu t By Nelson S.H. No. 1634 76R6032 M-0 A BILL TO BE ENTITLED 1.1 AN ACT ! 1-2 relating to school development impact fees. 1-3 BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: 1-4 SECTION 1. Subtitle I, Title 2, Education Code, is amended 1-5 by adding Chapter 47 to read as follows: 1-6 CHAPTER 47, DEVELOPMENT FEE FOR PUBLIC SCHOOL FA I 1-7 Apr'. 47,001, DEFINITIONS. In thin chapter* 1-8 111 'Developer' me, ans a person undertnkina 1-9 deypImnm nt, 1-10 121 •D¢yalonment- means the construction or expansion 1.11 of a building a -at r>_ettre or w ehanee in 1:1 11 of a building or 1-12 Slryyecure er a [hnnae fn the of land hat ereaee+ addLtional 1-13 demand and need for nuhlie aducatio f_a dcilicie*.. 1-14 (11 _Development am rpval' means a written 1-15 avtharization from A munieinality ar county that authorizes the 1-16 development to he in 1-17 141 'Development Lee' means A oavmen!, of money imnosad 1-19 BIZ a brolect n a ronditi n of development to pay for a 1-19 nrnnMrtion¢Lg,•^••~ nr th• rnAr of av•tem imorovemanr_• needed %a 1-20 morve ngw arowth pr development. S 1-21 IS1 a mher' moans Cm I ally obligate by contract._ 1.22 or to otherri•e commit to jige `by annrooriatSon er ether official 1-23 6:'. 1-24 161 -Level f arvi - mean n measure of the e_r 2-1 rLUtionship between service eanacit•• and service de_ma_•_i for nuhlic 2-3 educational facil'ti•- tar ma of demand-to-capacity rartos. the 2-3 comfort and congenienca of nse or service of_tha Cncilitias. or 2-4 both. 2-5 17) 'Public educational faeitity' means land- 1 2-6 bulleAncs.furnishings. fix ure_+. and amAgment_having _a_useful } 2-7 11f& of at 1 ast 10 veers and cWne and operated by a echeat 1-8 distract. 2-9 (Al Present value' th „rr•nr value ei pnse. 2-10 oz Cutuze pea ants et ~ntributien• or dedications of 2-11 gnodn. sprvic@i. materfAla. or ennitruction. or of money- 2-12 j9„) Project' means a nArtieulnr development of An 2-13 ids nt .Eied part•1 oL land, 2-14 M5 -Proinortinflate VIA At oortict at the 2-1S cost of :atom impt cements that i rea•enably related _to the 2-16 service demAnds and needs of _the nreiect. 2-17 1111 'gs n•ica area' means a aeoarenhir Area defined by 2.18 heol district in which a defined •et of public faeilitiee 2-19 provide service to development in the area. A !Srvica Brea may 2-20 include all cz Hart o the land within a school district. 2.21 1121 'svsees jppro:•rment casts' mean: the_ccsts 2-22 incurred to provide a ditional eapAcity of facilities neeflid to 2-23 egrya grawrh n__.e d development including nlennina. desian And 2-24 on traction land ncauisition. land imgrov meet. and related 2-25 snc-ingayina.. i nrnvament by new 2-26 1111 Svat m imnr5yoment- moans An 2-27 rcnstructlnn or other lion that increases the srrvi~•tanaeity et 3-1 • n, htlr AA,rAtlnpAl fA[ility_ 3-2 SlC. 47.DD1 D t LOPM LT LEESATLFn IA) The heard of 3-3 Cris[sas of a.■:bppl distrt t that has adapted A 1Aeillties mAJI= 3-4 21An a+ provided by Seet„lpn 47 012 mwv by resell i n i page a r , 3-5 d1x1LU meat yea= c ay i nns a dev Sopment tae far r, 3-6 fbi A ■hpol district m 3-7 graviou lv int trod avetem_imxrevemant costs to thr n~ ant_ehat neu 1' 3-9 g=Dwth end development will ha sap d by previously =zJLLxueted 3-9 Bysi•`m imtrovaments. 3.10 $ps,,_47.003. _ PUHLiC 4F_►eTtus RE_n~itogn. BeLore finally 3-11 AAnntina a resolution impnsina a drgeleoment Ue. a board _of lam 12M P.~I ` i 761RI5B 1634lnuuduced version • Bill Tcsl MOP rrww»,v.r w 1 3-12 trustees muse hold two publle beArInas In regard rc ;he re_olutinn. 3-13 The second heArina mu t be held at least two week after the firer i 3-14 h=Laq. 3-15 Sec 47-004- -DETEMMTION OP AMOUNT OF PER, 3-16 development f Est br,4 3-17 11) based on actual avatem improvement costs or 3-18 reasonable estimates of theme goatst 3-19 121 ralcglated and imposed on the '7y~is of service i 3-20 areas determined by the school districtr and p 3-21 111 al ulA ed to imnnee a prenartl6nats share of the JIi 3-22 costa of system improv m nts needed to serve n @w Growth an 3-23 development- 3-24 lb1 Befora imnesina a development fee, tha sd,ool district 3-25 shall contract with q allfied professionals to assist the district 3-26 in the preparation of a written study that r cn= snfs h mount of 3-27 the fee. The fee adoe d by h district may not .xceed the 4-1 amount recommended in that study, 4-2 Icl The develorment fee mu t he ealrulased on +._basis that , 4-3 is net of any credits for the present value of rev n+ s. 4nelsdina 4-4 taxes. 4:+seasments. user fees. and intarooverrumental transfar_s. 4-5 shat- 4-6 (11 will b+ generated by new growth and development 4 based on historical fund;n,2 eAtterns: and 4-d 121 ere antteinated to be available to pa far system 1-9 improvements. 4-10 ,(d) The r sal ion impcslna a tonm nt fee muot includo s 4-11 schedule soecifving the fee by various lend uses nor unit of 4-12 development and by service area 4-13 lei The school district shall certify the amount of a fee to 4-14 the developer of a nroiect. The certification must be effective 4-15 for not lass than 190 days. during which period the district may 4-16 not chance the amount of the fee. 4-17 ff1 The school district shall permit the individual 4-18 ams•serent And payment of develop: u.t fees at the option-of An 4-19 applicant for development annroval. 4-20 Sec. 47.005. CONDITION OF PLAT APPROVAL OR PFELMIT TSpJA= 4-21 A county or municipality may not arAnt final anoroyel under chanttmr 4-22 212 or 212 Local Govern ant Code as applicable to a plat or 4-23 replat of a development or issue permits required for development 4-24 unless the developer presents evidence of havina: 4-25 111 paid or atherwise a+tisfied thypbligaeion of any 4-26 applicable dayalagment fee imposed unctor this chan;erz ar 4-27 jZ- been determined by ttie ■chool district imposing .1 [he development fee to be exempt from that fee. 5.2 Sec. 47.006. CMI Tc la1 If a development is abandoned 5-3 she school district shall credit the present .value _of a development 5-4 fee paid against future development. fees on the sate land. 5-5 Ibl A develooer may agree with she echoolelistrict to 5-6 construct, fund. or contribute syste.n impravamente as a credit 5-7 against A elLyelgpment fee tf h moue o he r i x • d• he 5-9 developrent fee, the sehoal dlstric_ shall reimbursa_the developer S-9 for the excess. The reimbursement shall be paid from other 5-10 develconant_fees.nand by develapmfntA located in the service Aran 5.11 h•_nefitted by the improvement. 5-12 5jc. 47.007.. ASMDS FOR FAILURE TO CONSTRUCT. Ia1 The 5-13 owTier c tproperty. o r which a development fee has baen raid it ! 5-14 entitled to A refund of the fee if the school letri t.has failed 5-15 to encumber the [oe far construction pr beam construction before 5-16 the sixth a=ivgrsarv of the date the fps was paid. In determining 5-17 whether the fee_jas been encu_mbared. fees are considered angumhared 5-18 on a firat-in, first-out basis. 5-19 irl If A right tm A refund exists, the school dlatriet shall 5-20 aivs written notice of that right to thaperson who said the 5-21 daymInoment fee- at the address shown on the reccrds_of . the a heel e4 3R3N9120: i I 5-22 district rsl.tina to the fee. unless a sueesesor in Intermit hAs 5-23 alven nottra to tha school dimtriet of a transfer or.assiaame_nt of S-;4 The right and has nrevided a majl_lnq address. in which case the -25 notice shall be sent to the sure, ser In interest. In addition -u 5-26 the mailed notics, if a right to a refund exists the school 5-27 district shall nubllsh notice in a ne mnaner mf oenera circulation 6-1 in the school district. The notice must .be_puhlishedbefora the 6-2 31st day after the date the rich comes into existence and must ba 6-3 published under the headings -Notice of .ntitlement to Public 6-4 Educational Fact 11ties Qevelopmmant Fee Rafund.4 6-5 lel If no &=rams Wn•ffor nr assianmant of a r y t to a 6-6 refund under him section exists, th rl ht to the refund does net 6-7 run with the land, 6-8 1d1 An application for A refund under this section must be 6-9 Tiled with the school district heform the first armivermnrv of the 6-10 date on which newsracar notice of the right was nublished. 6-11 let The amount of a refund includes the pro rata share of 6-12 interest actually earned on the fee. 6-13 Sec. 47.008. EXEMPTIONS, fal A school district may exempt 6-14 from the development fear 6-15 111 a nrefact that will create extraordinary economic 6-16 development and gmolgymant growth: or 6-17 121. a protect fnr affordable housing. 6-18 Ib The revenue lcat by a meheol district from the extmotion 6-19 of a rraiect may not be recovered through an increase In the amount 6-20 of development fee!. 6-?l 11-1 The portion of a proiect for which a valid buildjnll 6-22 pormi. hoe b en immued h fore he fF c ive date gf a resolution 6-23 ;Znosina a development fee is exempt from the development fee if 6-24 the building permit remains valid and construction is bacrAn and 5-25 pursued according to the terms of the hermit. 6-26 .Gee. 47.009. APPEALS AND PROTESTS, 1al A school district 6-27 that fM20sas a devalonmant tea shall nrovide far en administrative 7-1 •epeal of the determination of the development foe for a particular 7-2 proiect. 7-3 lbl A developer may pay a development fee under crotest_n 1-4 pr7er to obtain approval of a nlat or building permit.. as 1-5 aoolicable. A deyyienor paying under protest may not be estoneed 7-6 from mxerLlging any riche of anneal or from recgiving a refund of 7-7 aeounts ut ima ly d r rmin d to hay boom improperly imposed. 7-8 Sec. 47.010. A O fNTINar INC IMT-R UINO A OUNTA. _lat A 7-9 taL22l_S4.ietrlct t,hall deposit and maintain development foam in An 7-10 interest-bearing account. Interemt marnod on davelooment foam may 7-11 h@ mpent only for the purposes for which 4yolopment fees may 1ffi 1-12 intent. 1-13 jb) The annual fieancial report of the school district rhall -14 acrount for. ±ervice area, development fees collected. 7-15 encumbored. and spent during the preceding vaar. 7-16 Sec, 47,011, PE MTTTFO }ICES OF OEVELOPt1ENT t' FS. fal 7-17 VVyA Leo cot fees may he anent only en public educational avstem 7-18 improvemint costs benefitting tha earyies area within which the 7-19 jags were eo kated. 7-20 tb! Svstem improv mane ecst■ include the costs aft 7-21 111 conitructione 7-22 121 survavlna and anclnrexinaL 7-23 131 land accuisitign including ourchama east■ sea=t 7-24 ayfarda and costs. attprnown feem. and expert witness fees! 7-25 141 ntaff. ineludlna anainaum. 21annar+. architects. / 7-26 landscape archit cti. And finan lal o sal an s: and 7-27 151 adnlnietration of ho imnosltion an4 collection of 'A 8-1 development foes, no% on a*ceed thraa noreent at total dovelapmmant I 8-2 fee ravanue. 8-3 fel 1n add_tian to the costs listed in Subseetlon fhl. 8-4 lyatom im❑r0yamsnt mots include pr6locted intarest and ether Boats 8.5 of financina it the davelopment fees are to be used for_the_p en OF 4 3/23N912:02 P%T ` I I 8-6 of eh■ orineipal_at a_nd lat•rast en bends, netaa, er ether avidenea 8-7 of indebtadnaas used to finanee n+hlie edueatienal faetlities. B-D ,~hii~..a41fa i,mprev■mant Beata ~1n nt ineluA• the en_,P ef, 8-9 rout ne and periods suin • ar neraennel tr■l ulna. er ether operating unensu _ S-10 8-11 ee_ ~7.Q19. rlr[LtT7PS u.aTER PLAY, ie1 er■ imneaine a 8-12 davelomnant fag. a ■ehnel distriet must adopt a faciliti■n ma tar 8-13 R1=o +eiifiad j 8-14 IbI R'ha ni n br nranarad in ens+1 • ion with 8-15 plenala a_nd moat ineluA•1 k 8-16 111 the eroierted student e_n rellment ever a 1Q-War 8-17 narlnAt B-18 121 an lnvantorz of eristine nublte sducatinnal 8-19 faeilitiea, tnel+lgling-lend. claeareem spaea. eertahl■ elasarnem 8-20 R,paea. An adm ntatratien faeilitiea+ 8-21 131 level of urvi ■ aura +r s. a+eh ae enaYi ,m 8-22 classroom •i e. a ba e.d in nrei inn fu ore facility need., nd 8-23 141 a fiat of identified nead■dimnrovas±enea. 8-24 inelud{=14_eha relative pziertty. •atltitad Beat. and anticipated 8-25 seuree mounding for &8,eh neadad i=revement. 8-26 sac. ,17r 017. rnr SnRY OA4RiTTEF: [■1 A wheel di: ri 8-27 nl&nnine to <nmes• a dwv■le m.nt f■e a all eeeint an ado taerv 9-1 cyD>~:[aa_t 9-2 develeem•nt fee study ueder ectien 47.QQtlbf sad in the 9-3 devalonmant 0t the tarma of the raselutinn im.+esine the fee. 9-4 ibI The Advise r mmirtee must Snelude at Imask! five but 9-5 not more thaii 10 mamhars. ajftd at 9-6 must renresant the daoalepmant. bvildino> er' 'al estat•ijdustrv. 9-7 Sae. 47.Q14. 1NTE.e:QO1~e~LvEDitL Alsat4vgfTO. n ac et arm 9-8 with ChMyar 791, Odvarnaulnt Code. a wheel diatrtet and s 9-9 munieipelity or eeunty may -der into an intarlecal eentrSct for 9-10 the nmrfarMAnrfuhetiena a_nA urvie■• ralatL.te 9-11 imne•i inn. enllaetien. enforcement. rnd ■mendite of develenmen[ 9-12 fees imnnead kn~ the _.eheel dfatri t er the annlie b • nieieal~iy ' 9-13 or Bounty 9-14 SECTICN 2. The importance of this legislation ani the 9-.5 crowded condition of the calendars in both houses create an 9-16 emert,incy and an imperative public necessity that the 9-17 constitutional rule requiring bills to b* read on three several 9.18 days in each house be suspended, and this rule is hereby auspended, 9-19 and that this Act take effect and be in force from and after its 9-20 passage, and it is so enacted. , i Iof4 NJ19911, PS I , AW* AP* ~ ORDINANCE NO. AN ORDINANCE AMENDING ORDINANCE NO. 99-057 ORDERING AN ELECTION TO BE HELD ON MAY 1, 1999 AND ORDINANCE NO. 99.086, FOR THE PURPOSES OF SUBMITTING TO THE REGISTERED VOTERS OF DED'TON, TEXAS AMENDMENTS TO THE DENTON CITY CHARTER; BY AMENDIN,; AMENDMENT NO, 2 AND AMENDMENT NO. 5 TO ADD SOME ADDITIONAL STATUTORY REFERENCES; BY AMENDING AMENDMENT NO. 23 TO EXPAND THE NUMBER OF PUBLIC UTILITIES BOARD MEMBERS AND TO MAKE IT SUBJECT TO Tiig OPEN MEETINGS ACT; TO AMEND AMENDMENT NO. 25 TO ADD ADDITIONAL WORDING; TO AMEND PROPOSITION NOS. 2 AND 4 TO CORRECT STATUTORY AND SECTION l REFERENCES; TO AMEND PROPOSITION NOS. 5, AND 7 TO ELIMINATE REDUNDANT AND UNNECESSARY PHRASES; TO AMEND PROPOSITION NOS. 8 AND 14 TO CHANGE WORD REFERENCES; TO AMEND PROPOSITION NO. 11 TO DIVIDE IT INTO THREE SEPARATC PROPOSITIONS AND TO RENUMBER THE REMAINING PROPOSITIONS ACCORDINGLY; PROVIDING A SEVERABILITY CLAUSE, PROVIDING A SAVINGS CLAUSE; PROVIDING AN OPEN MEETINGS CLAUSE; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City Attorney has found it necessary to make non-substantial technical changes to Amendment Nos. 2, 5, 25, Proposition Nos. 2, 4, S, 7, 8, 9, 11, and 14 of Ordinance No. 99-057 calling a City Charter Election to correct statutory, section, and other references in order to simplify and correct the language of the ordinance and ballot, to change Amendment No. 23 to expand the Public Utilities Board and to crake it subject to the Open Meetings Act, and to divide Proposition No. 11 into three separate propositions, expanding the total number of propositions from 14 to 17; and WHEREAS, the City Council deems it in the public interest to amend the Ordinance to make these changes; NOW, THEREFORE, TFJti COUNCIL OF THIS CITY OF DENTON HEREBY ORDAINS: SECTION I. That Section I, Amendmert No. 2 of Ordinance No. 99.057, passed by the City Council on February 16, 1999, is hereby amended to add an additional statutory reference so that Amendment No. 2 hereby now reads as follows: AMENDMENT NO.2 That Article 1 of the Charter shall be ame Jed by amending Section 1.05 "Powers of :he city" so that the same shall hereafter read as folio.+s: , Sec. 1.05. Powers of the city. !a' The City of Denton shall have and may exercise all the power Constitution or laws of Texas including specifically fiicall those granted to cities by the 8 pcci / Powers made available to cities of E more than five thousand (5,000) inhabitants by whst is known as the Home Rule Amendment to the Constitution of Texas (Article )a, Section S and the Home Rule Enabling Act (QApier-10, Givi1 94a :as of the Stale 9F Tames, 106 Vernon's Texas Coda Annotated, Texas Local Government Code Section A004, Chapter 9. Chapter 26, and Subchapter E of Chapter 51), as these laws now read or may hereafter be amended. The City may acquire property within or without its corporate limits for any municipal purpose; may cooperate with the government of Texas or any agency thereof, or with the federal government or any agency thereof, or with the government of any county, city, or politi:al subdivision to accomplish any lawful purpose for the advancement of the health, morals, safety, convenience, or welfare of the city or its inhabitants; may sell, lease, mortgage, hold, manage, and control such property as its interest may require; provided the City shall not sell, convey, lease, mortgage, or otherwise alienate the entire assets of any public utility system or anyportion thereof essential to continued effective utility service without the prior approval by a majority of the qualified voters of the City who vote at an election held for this purpose; and may exercise the power of eminent domain when necessary or desirable to carry out any of the powers conferred upon it by this Charter or the Constitution or laws of Texas. The enumeration of particular powers in this Charter shall not be held or deemed to be exclusive, but in addition to the powers enumerated herein, implied thereby or ap•, pdate to the exercise thereof, the City shall have and may exercise all other powers which under the Constitution and general laws of this state it would be competent for this Charter to specifically enumerate. SECTION 11. That Section 1, Amendment No. 5 of Ordinance No. 99-057, passed by the City Council on February 16,1999, is hereby amended to correct the statutory reference in subsection 4 of Section 2.02 "Qualifications" so the same shall hereafter read as follows: AMENDMENT NO. S That Article 11 of the Charter shall be amended by amending Section 2.02 Qualifications" so that the same shall hereafter read as follows: Sec. 2.02. Qualifications. (a) Each member of the Council, in addition to having the other qualifications prescribed by law: (1) Shall be a qualified vslot a registered to vote In the City; (2) Shall have resided for at least one year next preceding his or her election within the corporate limits of Denton and, if running within a single membe•geographic district as set forth in ,SSCtlon 2. 01, in the district In which elected; (pf-&W-Not Mitt aria :401tias dw the ;VA (4) (3) Shall not hold any other public office of emolument; PAGE2 i (4) Shall have and maintain the eligibility requirements for municipal oficers set forth in Section 141.001 of the Texas Election Code, Vernon 's Texas Civil Statutes Annotated hereinafter referred to as "Election Code" as it may now read or hereafter be amended. MaICA with the in the sage to of by the City of my , in the Gil ;-er City, nor shall he be OW eymer e! A'epFieiep of-my (b) If a member of the Council shall, af)er being elected, cease to possess any of these qualifications or eligibility requirements, or shall hold ancrher office of emolument, or enter a plea of guilty to a felony, or be convicted of a felony he or she shall immediately forfeit his or her office. SECTION 111. That Section 1, Amendment No. 23 of Ordinance No. 99-037, passed by the City Council on February 16, 1999, is hereby amended co that the same shall hereafter read as follows: AMENDMENT NO, 23 ~ That Article XII of tho Charter shall be amended by amending Section 12.07 "The public utilities bard" so that the same shall hereafter read as follows: Sec, 12.07, The public utilities board, (a) There is hereby created a public utilNts board to be composed of five (3j seven (7) members, or as many members as there are councitmembcrs, whichever is greater, appointed by the Council for four-year terms and until their respective successors `i;ve been appointed and qualified, jimvided that the members eF the Afat board appointed on !aa ptevtssettshe;l at teems Members of the board may be removed by the Councii only for cause and only after charges have been filed and published and the member has been given a reasonable opportunity to defend himself in an op m public hearing before the Council, Vacancies shall be filled for any un-,spired term in the same manner as provided for regular appointments. t (b) The city manager and director of utilities shall be ex officio members of the board. / t;. They sh dl attend all meetings of the board and shall have the right to discuss any matter that is under consideration by the board but shall have no vote. PAGE3 I i i i (c) Members of the public utilities board shall haw, the same qualifications as are required by membership on the City Council. i (d) At its organizational meeting, and annually thereafter as soon as the newly appointed member (or members) has qualified; the board shall select from its own membership a chairman, vice-chairman, and secretary. Any three (3) of the regularly appointed members shall constin+te a quorum. The board shall determine its own rules and order of business. The board shall meet at least once each month; all meetings shall be open is the pubke conO,-•fed in accordance with the Texas Open Meetings Act, chapter Jf 1 of the Texas Government Code, as it may nom- read or hereaf?er be amended and all other applicable laws and a permanent record of proceedings maintained. SECTION IV. That Section 1, Amendment No. 25 of Ordinance No. 99-057, passed by the City Council on February 16, 1999.13 hereby amended to add the phrase "or real property" so the same shall hereafter read as follows: AMENDMENT NO. 25 That Article XIV of the Charter shall be amended by amending Section 14.04 "Personal interest" so that the same shall hereafter read as follows: Sec. 14.04. Personal Interest I position. iFidireei, in any eentreet with the City, or be 9naosially I" wesied, difesily of Wireet45~ in the Any off eer or employee having a substantial interest in a business entity or real property, as those terms are defined in chapter 171 of the Texas Local Government Code as it now reads or may hereafter be amerled, shall comply with chapter 171 and, if necessary, shall abstain from voting on a matter imvlving the business entity or real property and file an affidavit setting forth the substantial interest in the matter to be voted upon. SECTION V. That Section II, Proposition No. 2 of Ordinance No. 99-057, passed by the City Council on February 16, 1999. Is hereby amended by amending Proposition No. 2 disposal of utilities and to add the phrase 'and to cormct statutory references" so that the same shall hereafter read as follows: PROPOSITION NO.2 - DisMsal of UtiliIla: Shall See ion 1.05 of Article 1 of the City Charter t and Section 12.04 of Article XII of the City Charter be amended to provide that the City may not ' s ill, lease, mortgage, or otherwise slienat a the entire assets of any utility system or any essential f l portion thereof without the approval of a majority of all the qualified voters voting at an election held for that purpose and to correct statutory references? PAGE4 ~I I r r. i ,TECTION VI That Section II, Proposition No. 4 of Ordinance No. 99-057, passed by the City Council on February 16, 1999, Is hereby amended to change the reference 10 Section 1,0810 Section 1.07 so that the same shall hereafter read as follows; PROPOSITION NO. 4 - , nd r N ,trj(: Shall Article I of the City Charter be am-nded by adding s new Section 1.07 so that the Charter becomes gender neutral by extending all references in the Charter to the masculine gender 10 apply also to females and where applicable to firms, partnerships, and corporations? SECTION VII, That Section 11, Proposition No. S of Ordinance No. 99-057, passed by the City Council on February 16, 1999, Is hereby amended to eliminate unnecessary and redundant phrases so that the same shall hereafter read as follows: PROPOSITION NO. S - Municipal tion.; Shall Article H and Article III of the City Charter be amended b) amending Section 2.02 requiring each member of the Council to be a registered voter and hove the minimum eligibility requirements for a municipal officer set forth in the state law, reside for one year prior to the election in a single member district for which the person is running; to eliminate the requirements that a councilmember not be in debt to the City, not be interested in the emoluments of any contract or transaction with the City, and not be an officer or director of a public service corporation, and to tequire forfeiture of the office upon ceasing to possess these qualifications nr upon conviction of a felony; by amending Sections 2.04 and 3.0E to require municipal elections to be held on uniform election dates in accordance with applicable laws; by amending Sections 3.02, and 3.04 to acknowledge awareness of nepotlsm laws In the petition to nominate a candidate for councilmember, changing the required number of signatures on the petition, and to require canvassing and the holding of a runoff election in compliance with applicable laws? SECTIQII1, That Section 11, Proposition No. "of Ordinance No. 99-057, passed by the City Council on February 16, 1999, is hereby amended to remove the redundant last phrase so that the same shall heremler read as follows; PROPOSITION NO. 7 - Dom: Shall Section 7.01 of Article VII of the City Charter be amended to provide the City's power to tax shall be consistent with the Tax Code and to del: e Sections 7.02, 7.03, and 7.04 regarding the payment, collection, laying, seizure, and sale of property for delinquent taxes, delinquency pcn-,!ties, and establishment of tax liens, and to renumber the remaining sections, so thar ,hc<u matters will be governed by the Tax Code and other applicable laws? SECTIQ=. Yhat Section 1' PreposWon No. 8 of Ordinance No. 99-057, passed by the City Council on February 16, 1995, is hereb, amended to change the word In the next to last line "officers" to "offices" so that the same shall hereafter read as follows: e PROPOSITION NO. 8 - t' ` f $ltdgll: Shall Article V[I1 of the City Charter be amended by amending Sections 8.04 and 8.03 to provide for a public hearing on the budget after the 151 day the proposed budget Is filed with the City Secretary but before taxes are levied; to provide for PAGE 5 f' M I i ~ III k notice to be publIA4 In accordance with applicable laws; to provide for adoption of the budget after the publ:o hearing; allowing the proposed budget to take effect if the Council takes no action before the end of the fiscal year, allowing Council to mike changes In the budget; and amending Section 8.07 to authorize transfer of certain unencumbered funds within and between offices, departments, agencies, and organizational units during the fiscal year? SECTION X. That Section 11, Proposition N?, i Ordinance No. 99-057, passed by the City Council on February 16, 1999, is hereby amended to change the phrase "SI million" In the next to last line to "one million dollars" so that the same shall hereafter read as follows: PROPOSITION NO.9 - $gadSt Shall Sections 9.01 and 9.02 of Article IX of the City Charter be amended to require general obVotfon bond debt of the City to be increased only by consent of the majority of the qualiliud voters of the City voting in an election for that purpose, and to eliminate the requirement for a revenue bond issue in excess of one million dollars to be approved by a non-bfnding referendum election? SECTION X, That Section It, Proposition No. 11 of Ordinance No. 99-057, passed by the City Council on February 16, 1999, Is hereby amended to divide this proposition into three separate propositions, Propositions No. 11, 12, and 14 so that the same shall hereafter read as follows: PROPOSITION NO. I I - Deletion of Board of Adiustpeut; Shall Article X, Section 10.07 of the City Charter be amended by deleting the Board of Adjustment from the City Charter and requiring that the City Council, by ordinance, establish a Board of Adjustment consisting of at least seven members having the qualifications, power, duties, and terms established by the City C,)until, and providing that Cie current Board of Adjustmeat shall continue to function under these provisions of the Charter until the ordinance creating the Board of Adjustment is effective? PROPOSITION NO. 12 - Deletion of Parks and Recreation Board: Shall Article X1, Section 11,02 of the City Charter be amended by deleting the Parks and Recreation Board from the City Chatter and requiring that the City Council, by ordinance, establish a board to advise the Council on parks and recreation matters consisting of at least seven members having the qualifications, powers, duties, ant terns established by the City Council, and providing that the current Parks and Recre tion Board shall continue to function under these provisions of the Charter until the ordinance creating the Board is effective? PROPOSITION NO. 14 - j;,=ion of Public Utilities Board: Shall Article XII, Section 12.07 of the City Charter be amended by expanding the Public Utilities Hoard from five to coven members or as many members as there are councilmembers, whichever is Freater, and requiring all meetings of the Board to be held in accordance with the Texas Open Meetings Act and sil othcr applicable laws? i { SECTION Xi. That Section 11, Proposition No. 14 of Ordinance Na. 99-057, passed by f t' the City Council on February 16, 1999, is hereby amended to add the phrase "or real property" I, PAGE 6 t~ 4 and make changes consistent therewith and to insert the word "of" after "Article XIV" and to insert the word "Local" after the word 'Texaa" so that the same shall hereafter read as follows: PROPOSITION NO. 14 - Conflict of Interest: Shall Section 14.06 of Article XIV of the City Charter be amended by eliminating the current conflict of interest requirements and substituting the requiremem that miy officer or employee having a substantial Inlcrest in a business entity or real property, as those terms are defined by chapter 171 of the Texas Local Government Code, shall comply with chapter 171 and, if necessary, shall abstain from vots g on a matter on which the person has a substantial interest and file an affidavit setting forts tie substantial interest in the matter to be voted upon? ,ACTION XII. That Section Il of Ordinance No. 99.057, passed by the City Council on February 16, 1999, is hereby amended by renumbering Proposition No. 12 - New Utilities to Proposition No. 13 - New Utilities, Proposition No. 13 - Franchise Fees to Proposition No. 15 - Franchise Fees, Proposition No. 14 - Conflict of Interest to Proposition N1. 16 - Conflict of Interest, and Proposition No. 15 - Statutory Reference to Proposition No. 17 - Statutory Reference to expand the total number of propositions from 15 to 17. =D N Xj1I. That save and except as amended hereby, all the sections, subsections, paragraphs, sentences, clauses, and phrases of Ordinance No. 99.057 shall remain in full force and effect. This ordinance also amends and replaces Ordinance No. 99.086, passed by the City Council on March 23, 1999. 5 CT10N_= That if any section, subsection, paragraph, sentence, clause, phrase or word In this ordinance, or application thereof to any person or circumstances is held Invalid by any court of competent jurisdiction, such holding shall not affect the validity of the remaining j portions of this ordinance, and the City Council of the City of Denton. Texas hereby declares it would have enacted such remaining portions despite any such Invalidity. S .TIC. That the City Council has found and determined that the meeting at which this ordinance Is considered is open to the public and that notice thereof was given In accordance with provisions of the Texas open meetings law, TEX. GOV'T CODE ch. 551, as amended, and that a quorum of the City Council was present. c~r.T10N XVI, That this ordinance shall become effective Immediately upon its passage and approval. PASSED AND APPROVED this the day of ley As , TACK MILLER, MAYOR PAGE 7 c• ATTEs r: JENNIFER WALTERS. CITY SECRETARY BY: APPROVED AS TO LEGAL FORD: HERBERT L. PROUTY, CITY ATTORNEY BY: r u,uucnrrao~a. od.+war,...r+<*p+» III. ►r....nw v f PAOE6 i 1 1 r A.. Aptt* No -SC 0 (0 oaM 4 (qq . t RESOLUTION NO. A RESOLUTION SUPPORTING THE PASSAGE OF HOUSE BILL 2648 FILED BY REP- RESENTATIVE MADDEN WHICH WILL CLARIFY THE CONSENT REQUIREMENTS THAT APPLY WHEN LAND WITHIN THE CORPORATE LIMITS OR EXTRATERPJTO- RIAL JURISDICTION OF A CITY IS INCLUDED WITHIN THE BOUNDARIES OF A WA- TER DISTRICT; AUTHORIZING THE MAYOR TO SEND A LETTER TO PUBLIC OFFI- CIALS IN SUPPORT OF THIS LEGISLATION; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, Denton Fresh Water Supply District No. 1-A was formed and approved an order annexing approximately 1,826.5 acres of land in Denton and Collin Counties, including 488 acres within the corporate limits and ETJ of the City of Denton; and WHEREAS, the annexation of land In Denton's corporate limits and ETJ was done with- out the consent of the City of Dentrin, the County Commissioners' Court, or any state agency, such as the Texas Natural Resource Conservation Commission; and WHEREAS, the consent of a municipality before the annexation of land within its boundaries and ETJ is necessary to promote orderly growth, assure that construction to in com- pliance with applicable municipal subdivision rules and regulations, to avoid unnecessary dupli- cation of service efforts, to help preserve water quality and the watershed, to promote effective regulation of land use and development within the municipality's boundaries and ETJ, and to provide the municipality with the opportunity to provide utility service within its certificated service area; and WHEREAS, Representative Jerry Madden has introduced H.B. 2648 which will clarify that consent requirements apply to water districts such as these districts when land within the corporate limits or ETJ of a city is included within the boundaries of such a water district; and WHEREAS, the City Council deems it in the public interest to support 11,13.2648; NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DENTON HEREBY RESOLVES; SECTION 1. That the City Council strongly supports the passage of H.B. 2648 filed by Representative Madden to clarify that no water district may include land within the corporate limits or ETJ of a city without first obtaining consent of that city. SECTION H. That the Mayor, or in his absence the I layor Pro Tern, Is hereby authorized to send it letter to Representative Jerry Msrldcn, Senator Jkne Nelson, Senator Tom Haywood, Senttor David Sibley, Representative Mary penny, Representative Ronny Crownover, and Rep. t resentative Burt Solomons, urging the passage of }{,B, 2648. J' t E c~ SECTION M That this resolution shall become effective immediately upon its passage and approval PASSED AND APPROVED this the day of .1999, JACK MILLER, MAYOR ATTEST: JENNIFER WALTER, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: HERBERT L. PROUTY, CITY ATTORNEY BY: KN LOVVOLIVW.I VbWLOLM Da '01"Affn"YJMM&I t` Page Z c 0 Ap* )4 o AGENDA INFORMA1 TON SHEET AGENDA DATE: March 29,1999 DEPARTMENT: Planning and Development CAVDCi111ACM: Rick Svehla,% SUBJECT Receive a report, hold a discussion and give staff direction regarding Implementation of the proposed land conveyance program. mLaand the Conveyance Program was developed in response to, ecent legislation, allowing municipalities and other taxing entities to convey foreclosed property to nonprofit organizations for affordable housing development. House Bill 110, effective June 17, 1997, amended section 34.015 of the Texas Property Tax Code allowing the governing body of a municipality to provide for the manner in which land acquired by the municipality following the foreclosure ofa tax lien in favorof the municipality may be sold to qualified nonprofit organizations to develop housing for low income individuals and families. The City's tax attorneys have reported that there are currently 2,134 delinquent tax accounts. A base tax amount of $581,437 is owed on these accounts, The base tax amount plus penalties and interest totals $1,184,162. Each year, the Land Conveyance program will put a small number ofproperlies back on the active tax rolls. Over time, staff feels that this will make a significant contribution to the tax base, Linebarger, Heard, Goggan, Blair, Graham, Pena & Sampson, LLP, the City's tax attorneys, have agreed to foreclose on properties targeted by City staff for this program. Properties targeted would be those where the tax delinquency is considered uncollectable. Proposed program guidelines establish the following; • Criteria used to determine nonprofit status and eligib;lity for the program; f • Description and targeting of eligible properties; a Bidding Process; • Definition of "low income" household; • Enforcement by means of deed restrictions; a References interlocal agreement and the procedures outlined therein, The Legal Department has stated a concern that the proposed program is based on a reasonably new state statute and there have been no cases to date reviewing the constitutionality of allowing only non-profit organizations to purchase property Page I r foreclosed by a city pursuant to a delinquent tax lien. It was noted that until thj courts review the matter, tho City could argue that it has a good felth defense to any Itdgation since the City is relying on a state statute in pursuing the program. If City Council indicates further Interest in Implementing the program, staff will approach representatives from Denton County and the Denton Independent School District and request !heir participation in the program and approval of the Interlocal agreement. Staff will return to Council for final approval of the Interlocal agreement and program initiation. CT ESTIMATED SCHEDULE OF PROM Staff will initiate discussion with the other taxing entities Immediately and return to Council with additional information and/or it request for formal approval of the program in April or May. The Land Conveyance Program was Introduced to City Council at the Septembet 8th work session. At that time, Council expressed the desire to obtain more Information and review the program more closely. FISCAL INFORMATION Denton County Housing Finance Corporation funding in the amount of $ 9,80011 available to provide any maintenance and court costs that maybe incurred on each properly. Staff Intends to keep these coats to a minimum by foreclosing on only "Be properties targeted by local nonprofit organlretlons and conveying them Immediately after the City takes possession. Coats It curved during the possession of the property, up to tSW will be recaptured when the pv perty is sold. no Community Development V? Ision will alminister the program without any Increase In staff. DID INFORMATIOI•' N/A MAE N/A Respectfully submitted; Dav ill rector of Planning and Development j Page 2 t~ u Prepared by: Barbara Rosa Conununity Development Administrator I Attachments: Draft Land Conveyance Program OuidelInes, pages 4-8 Draft Interlocal Agreement Between Taxing t nt dtc pages 9.12 List of Target Properties with Current Tax information, page 13 ~I 1 i Page 3 r i DRAFT CITY OF DENTON LAND CONVEYANCE PROGRAM PREPARED FOR CITY COUNCIL REVIEW, MARCH 1999 Criteria and Procedures for Sate of Tax Foreclosed and Abandoned or Seizes! Properties I.) Non-Profit Corporations SECTION I PURPOSE On June 7, 1994, the City Council approved the 1994 Combined Final Statement of Community D evelg2menl Oblectlvea and Proiacted Use of Funds and the HOME Program Statement The approved document Included development of an affordable housing program designed to construct new housing units on infll lots In existing nelghburhoods. The Land Conveyance program uses vacant, abandoned properties acquired through the tax foreclosure process to support neighborhood revitalization and the development of affordable housing by local nonprofit organizations. The following program design includes procedures for the sale of tax foreclosed and/or seized properties, and qualifying criteria for particlpating organizations. Pu=se: To allow for the private sale of tax foreclosed or seized properties by the City of Denton to qualified non-profit organizations In support of local affordable housing programs and in furtherance of the public purpose of Increasing the supply of affordable housing In the city. SECTION II DEFINITIONS 1. Ellglble Non Prolif Organization; Participation In the private safe of tax foreclosed or seized properties for sale to the public by sealed bid, shall be limited to certified Community Housing Development Organizations (l•HCOs) and nonprofit organizaWns as described in 20 USC Soc. 601 (c) (3) aril ' . { nonprofit organizations created by Texas laa. Page 4 J 1 I i I i r An organization must also meet the following criteria and be certified as a participating nonprofit organization In the City of Denton's Lend Conveyance Program. a A community-based organization evidenced by at least fifty-one percent (51 of community residents on the board of directors; a An organization with articles of Incorporation, charter or bylaws that demonstrate a primary organizational goal of provision of affordable housing for low and moderate Income persons; a An organization recognized by the Internal Revenue Service as a tax• exempt organization; a An organization current on local tax obligations, as verified by the Tax Division of the Fln3nce Department; a An organization that has been incorporated In the State of Texas for at least one year; and, a An organization that has a satisfactory record In leasing, acquiring, building or rehabilitating residential property and selling or conveying the property to low Income households for two years preceding their request for program participation. 2. Ellgibla Prcperfy: Properties that have been `struck off" to the City following an unsuccessful attempt to obtain the minimum bid of the lesser of the judgement amount or the market va?ue Ina sheriffs sale after appropriate filings and notifications. 3, lnferiocal Agreement: Agreement among the City of Denton, Denton County and the Denton Independent School District In regard to the sale of propenles under the City of Denton's Land Conveyance Program Guidelines. 4. Low Income Household; A household with an annual Income that does not exceed 80% of the area medlen Income with adjustments for family size as determined and updated by the U,S. Department of Housing and Urban Development. 5, Qualified Bid., Bid proposals by eligible nonprofit orgenizatlons that Include the following; 1. A minimum bid that Is no less than the court fees and maintenance t costs on the property during the foreclosure process and the City's irusleeship or $500.00 whichever Is less. M. A plan to develop the property as affordable housing. Page 5 i Ill. A timellne showing the commencement of construction, completion of construction and sale of the unit. IV. Evidence of area residents' approval or a citizen participation plan with documentation of efforts to Involve citizens In the organizational planning process. V. Project fir,incing Information. 6. Targeted Property: Specific abandonei and distressed properties that have been requested by nonprofit organlzations to be Included In the program. 7. Tax Resale without Warranty: The legal Instrument used by the City to quitclaim its Interest and that of all the other taxing entitles in the property to an eligible nonprofit organization. SECTION Ill PROCEDURE Y"roflf QMantzation Activitles: 1. Qualified nonprofits may submit a letter of Interest regarding the availability and opportunity to bid on tax-foreclosed or seized properties to the City's Community Development Division, Attached to the letter will be documentation that the organization meets the criteria for participation In the Land Conveyance Prograr . 2. Certified organizations may target specific abandoned properties and request that the City consider Instituting tax foreclosure proceedings on these. 3. Notifications of private sales end minimum bids will be sent to each certified organization. Notifications will Include Information on the lo,vest acceptable bid and the final bid submission date as determined by the City. 4. It is th^ responsibility of the nonprofit organization to select the title company, provide any required closing documents, pay 311 costs associated with 4. ising and arrange for the closing on the properly. 5, On an annual basis, or more often If requested by the City, participating organizations that have acquired one or more properties under the City's , Land Conveyance Program, must provide documentation that the units meet the City's affordable housing requirements, Documentation will Include l l;- Information confirming that rehabilitated or constructed units have been sold or qualified low income households. Page 6 i+ I E Property Assessment: 1. Based on procedures outlined In the Intedocal agreement, City staff will notify the other taxing units that have claims for delinquent taxes, penalties, Interest and other amounts owed against a targeted property, that the property is under consideration for use as an affordable housing property. 2. The City will follow guidelines as approved in the Interlocat agreement to determine the parameters for accepting a purchase amount from qualified nonprofit organizations at a private sale that is less than the market value of the property as staled In the judgement, or the judgementnex warrant amount. II 3. Tax foreclosed or seized properties eligible for private sale without further City Council action must meet the following criteria: a Accrual of a minimum of six (8) years of unpaid taxes • Vacant or distressed for over one year a Denton Central Appraisal District valuaWn set at $35,000 or less Private sales of all other properties will require City Council approval. Bidding Process: 1. Community Development Division staff will certify that each organization meets program criteria and maintain a roster of approved organizations. 2. After notification of private sates, eligible nonprofit organi: _lions may submit a qualified bid to the Community Development Division of the Planning and Development Department. Bids must be submitted within 15 days of Initial notification to 100 W Oak, Suite 208, Denton, TX 78201, 3. All projects must comply with the City's current land use regulations. In the absence of an approved timeline, the protect must be completed and the unit sold to a qualified households within 24 months of the dp'a of end of the redemption period on the property, 4. In the event competing proposals are submitted by more than one qualified nonprofit organization for the same property, the proposals will first be evaluated based on the following: 1. completeness of the Information included (see item 4 above), li, the goal of affordable housing production, and ill. compatibility with the City's HOME and CDBO housing programs. 5. A lottery system may be used when neeeisery to convey a property. Page 7 U E 4 Deed Restrlctfans: Upon approval by the City Council, a tax resale deed without warranty will be prepared. The tax resale deed without warranty will contain dead restrictions appropriate to ensure compliance with State prescribed redemption periods, the proposed development timetable and with the proposed end use, for a minimum of five years following completion of construction, as reviewed and approved In the proposal. i i i i PASO B f i, DRAFT INTERLOCAL AGREEMENT BETWEEN TAXING ENTITIES FOR SALE OF TAX FORECLOSED AND ABANDONED PROPERTIES FOR URBAN REDEVELOPMENT PREPARED FOR CITY COUNCIL REVIEW, MARCH 1999 This agreement is made by and between the City of Denton, hereinafter called "City", Denton County and the Denton independent School District. WHEREAS, many properties in the City are abandoned, poorly maintained and owned by person(s) who refuse to pay property taxes that have accrued on such properties, WHEREAS, properties that fail to receive an acceptable bid at the tax foreclosure sale are currently sold to a trust operated for the benefit of the aforementioned taxing entities, with City as the trustee, WHEREAS, some of the abandoned properties that fail to receive an acceptable bid at the tax foreclosure sale are currently held in trust by the City for an indefinite amount of time, WHEREAS, some of these abandoned properties could be used for tha construction of aflbrdable hoasing, but use therefore requires purchase of the abandoned lots at a value below that of the taxes owed or the market value established by the Denton Courty Central Appraisal District, which may be only be done with agreement of all taxing entities. WHEREAS, the City of Denton, County of Denton and the Denton Independent School District have the authority to perform the acts set forth in this Agreement individually and in accordance with TEX, GOV'T CODE ANN. 4791.011 (c)(2) and TEX. TAX CODE ANN. 4 34.051; 4n?, WHEREAS, the acts to be performed wut n )t require any payments and the county of Denton and the Denton Independent School District will be fairly compensated for any services performed through taxes on redeveloped properties; and WHEREAS, Denton County and the Denton Independent School District may consent to the city of Denton to resell tax foreclosed property for less than the market value specified In the judgment of foreclosure or less than the total amount of the judf;,:cnts against the property and consent to the Conveyance of such property pursuant to TEX. TAX CODE ANN. 434.051(a); and NOW THERFORE, the parties agree as follows: Page 9 v a 1, if property located in the City of Denton has been "struck off' to the City after failing to receive an adequate bid at a tax foreclosure sale then the trustee may sell property to an eligible nonprofit corporation for an amount not less than the minimum bid amount issued in the request for bids. For the purposes of this agreement an "eligible nonprofit corporation" is one that meets the standards set forth in the City of Denton Land Conveyance Program Guidelines, hereby attached as Exhibit "A 2. The purpose of the Land Conveyance Program is to support local affordable housing programs in furtherance of the public purpose of increasing the supply of affordable housing in the city. This purpose is Included as a priority in the City's Consolidated Plan for Housing and Community Development serving as the city's urban redevelopment plan outlining this and other redevelopment strategies. In order to fulfill such purpose, the policy of the City is to encourage the construction of high quality, affordable housing on abandoned and deteriorated properties. 3. This interlocal agreement concems only tax foreclosed property that has been either vacant or distressed for over one year, has a valuation set by the Denton Central Appraisal District At $3 s,900 or less and has a tax delinquency of six (6) years or more. 4. The properties purchased pursuant to this agreement will be used only for a purpose consistent with the City's urban development plan (Consolidated Plan) that is primarily aimed at providing housing for families of low or moderate income. 5. The principal goal of this interiocal agreement is to provide an etlicient mechanism for returning deteriorated or unproductive properties to the tax rolls, enhancing the value of ownership to the surrounding properties, and improving the safety and quality of life in deteriorating neighborhoods. 6. All properties sold pursuant to this agreement will be subject to any applicable rights of redemption. 7. Denton County and the Denton Independent School District agree to consent to the resell of tax foreclosed property by the City of Denton for less than the market value specified in the judgement of foreclosure or less than the total amount of the judgments against the property and consent to the conveyance of such property by the City of Denton as long as the conveyance is consistent with the purposed of the City of Denton's urban redevelopment plan and the terms of this agreement, g, The City of Denton agrees that any tax foreclosed property reeold pursuant to this agreement shall in the deed of conveyance refer to or set forth the applicable temts of the urban redevelopment plan. 9. Any changes in the time frame, character, agreement provisions or obligations of the panics hereto shall be enacted by written amendment executed by all parties. Page 10 t~ I f 10. In case one or more of the provisions contained in this agreement shall for any reason be held Invalid, illegal or unenforceable in any respect, such invalidity, illegality or unenforceability shall not affect any other provisions hereof and this agreement shall be construed as if such Invalid, illegal and or unenforceable provisions has never been contained herein. 11. This agreement shall be effective Immediately when executed by the representatives of all parties and shall be effective until termination. This agreement may be terminated at any time by any party by delivering a notice of termination to all other parties to this agreement. This agreement shall cease to be effective upon lennination; however, termination shall not iffect the validity of any sale that occurred prior to termination. IN TESTIMONTY H EREOF, the parties hereto have caused this Agreement to be executed oy their duly authorized representatives. CITY OF DENTON MICHAEL W. JEZ CITY MANAGER Date ATTEST JENNIFER WALTERS, CITY SF.CFETARY Date APPROVED AS TO FORM: HERB PROUTY, CITY ATTORNEY Dade I DENTON COUNTY i JEFF MOSELEY, COUNTY JUDGE Date 1 Page I I 1 1 4+ c: f ATTES'1 Date APPROVED AS TO FORM: Attorney for Denton County Date DENTON INDEPENDENT SCHOOL DISTRICT Date ATTEST i _ Date 1 APPROVED AS TO FORK L Attorney for Denton Independent Date School District r rr i ~ Page 12 l ~ J 1~ r~ I APWA No. 97- A " Hsi& AENUAINFORMATIONSNEE7 it AGENDA DATE.: Much 29, 1999 DEPARTMENT: Economic Development Department ?.CM; Kathy Dubose, Assistant City Manager Fiscal and Municipal Services SUBWU Receive a report, hold a discussion and give staffdirect'on regarding the economic development program. BACKGROUND The Economic Development Director presented information on Denton's current economic development program at the January 12'h Cily Council meeting. Council directed staff to return with additional information, A portion of the requested data wa3 presented to Council at the February 9th meeting. The following completes the response for the requested information. Comprehensive Comparison Council asked that we provide additional detail and a more comprehensive comparison of other economic development efforts and organizational structures. The cities of Round Rock and San Marcos were specifically requested. Attachment A looks at seven other Texas cities, as they compare to Denton. ' • Structure. Three other cities had economic development department.. Of those three, Carrollton and Grapevine had no Chamber economic de eiopment counterparts. The third city, Waco, has an economic development representative in the city manager's office. Through the Waco EDC, the City of Waco provides funding to all three of its local chambers for economic development based on specific activities in business retention and recruitment. The remaining four communities have no city economic development departments, and the economic development programs are either economic development councils or chamber functions. • Funding Roles. Budgets vary from $90,000 to S I.73 million, as do the sources of , funds and responsibilities of the entities. 1 t `I I ` f 11 l We believe the seven cities represent an overall view of Texas economic dcvelopment programs. We found four basic structures: I Economic development corporations or councils; separate entities either located separately from the chamber and city offices or housed in the chamfer of commerce building, Many times under the supervision of the chamber CEO. A combination of City and Chambcr programs (like our partnership). 3. As a part of the local chamber of commerce only, 4. As a part of the city organization only - either as a standalone department or vs a division of the development services area. No, I No. No. No. 4 Advantages Chamber City EDC Partnership Ont Onl •Businessretention to rams X Preparation o pro esa ona mar eun ieces Not Subject to open reco s/open meetings (Prospect confidentiality Important to client) (blot X Sate Tax EDO) a esst council control o budget an activities (If as dts X Tar EDc Mailability o geograp Information system (G IS) data for sites X X tg est eve opmenotec coca us stance (resources of nvo or anlzations) X resents one ° runt oor to prospect Fun in a sta maxim ze 4~i ty to camps a most comprehensive materials (due to multiple resources X ost n epe ens of both City an chamber interests X Best able to access volunteer resources Ability to utilize nter ovemmenta services A i i to mo a ize commum su Ability to ucate community on economic doela mernefforts X 'Cuff en y, the sty conom c ve opment epartment coor inates a us Hess retention activides in Denton. However, all four structures are capable. Council has raised the question as to which format is most appropriate for Denton, Staff believes all four of the above structures are viable, each with certain advantages. 1 I 2 t. Marketing FfYoris In the seven cities we contacted we see traditional marketing activities. We found no surprises or innovative programs here. Trade shows, marketing trips, trade missions. ad%cnising, and marketing broth ures were named as methods of marketing by the seven cities. With regard to target marketing, we found that most of the cities assess their current industries in town and market to similar or ancillary businesses. With the excel Lion of Bryan-College Station EDC, w hick covers all of Brazos County, all of the other cities we visited had identified specific target industry. We found that most citi.- have given tax abatements - varying from one to twenty abatements. Policies also varied. Two cities waive development fees as an incentive businesses, and several had established tax increment financing districts or enterprise zones. Some cities also provide loans or loan guarantees to prospects. Additionally, staff was asked to do some research, separate from the PHH Fantus Cluster Analysis, to determine specific target industries for Denton. City and Chamber staff recommend four major focus areas based ow • Visits with other economic development organizations • Review of several economic development surveys • Visits with local industry • Visits with local developers • Review of industry trend articles i We found that high tech electronics companles tend to locate together. In almost every insvice where a community has a significant employment in this industry, there is a major anchor company. A major anchor is considered a "must" for Silicon Valley wannabees. Examples: Dell Computers in Austin and Round Rock; Hewlett Packard in Bolse, Idaho; Lots and Lycos in Boston; Novell in Salt Lake City; Microsoft in Seattle, Therefore, we recommend that we do not spend a great deal of money or time in marketing to this indstry at this time. However, should Intel announce a new date for opening a facility at Alliance, this industry would, of course, become a major target. We will, of course, always respond to location requests from electronic companies. Rtcommeodadon: Our recommended targets Include: • Medical. With the recent opening of International Isotopes, Inc„ we believe there is a tremendous potential for marketing pharmaceutical companies, medical services, medical equipment manufacturing, and high tech electronics as related to these fields. - Also, in support of this target, is the fact that Denton Regional Hospital will move ! I into its new facility within the next year. The hospital has an additional 200+ acres a, market. Working with the hospital is a vital pan of the marketing plan. 3 c• United Copper sister companies. We belicve it is very important that we work with the parent company of United Copper. IUSA. to locate other sister companies on the 90-acre tract. IUSA is a% ery diversified corporation with divisions that manufacture everything from ball-point pens to blue jeans to cellular telephones. • Local industry suppliers. Peterbilt Motors has moved toward "just-in-time" delivery as a part of its inventory management. It is beneficial for some Peterbilt suppliers to be very close to the Denton plant, City and chamber staff and a representative of the development community met with Peterbilt recently to discuss potential development. Peterbilt has a;reed to identify suppliers and work with the partnership to bring them to Denton. We recommend that similar partnerships be formed with other major employers in Denton, • Aviation. We agree with Council that the increase in activity at the Denton Municipal Airport indicates a growth trend. As aircraft traffic Increases, the need for aviation services also increases. Aviation companies should be Included in the target marketing efforts. Direct mail campaigns, sales calls and trade missions should revolve around these four areas. Enterprise Zoom Lastly, we were asked to provide information on the possibility of establishing small enterprise zones in Denton. To answer this question with a qualified "yes" or "no' would require a study by the Texas Workforce Commission to provide current unemployment and poverty statistics by Census block, Enterprise zones are blighted or undeveloped areas with an unemployment rate of at least 1.5 times the State average, Currently, Denton's overall unemployment is approximately 3.09's and the State average is 5.1%. Therefore, we would be looking for areas with an unemployment rate at least as high as 1,6514. Enterprise zones must be a minimum of one square mile in size. I do not believe there are any areas within the City limits that will meet the qualifications. Howeve., without performing the study, I cannot be certain. I would be happy to proceed with the study if it is Council's desire, The entire process to establish an enterprise zone takes approximately three to four months. Additional Sun,evs r I have included two economic development mvys (Attachments B & Q that 1 received A after I presented my original information to you back in January, The purpose for 1 % \ Including them is Just for your lnformadi n. I 4 ~ t t~ ~I y+ 1 FISCAL INFORMATION The partnership contract bciwren the City and Chamber of Commerce will expire at the end of this fiscal year (October 1, 1999), EXHIBITS Attachment A: Comparison of Seven Cities Attachment R: 1998 Oro wth Strategies Organization (GSO) Survey Report Attachment C: University of Wisconsin, Madison Survey Respectfully submitted: r Linda Ratliff, Director Economic Developmcnt [iektment I F 5 E L, ~I ti I II I a I 1 I { I ATTACHMENT A COMPARISON OF ECONOMIC DEVELOPMENT PROGRAMS MlIrch 1994 f city B eVStructure Acdvn'-'Des _ Denton Population 74,000 City of Denton Economlc Development Dept, reports to Bus4wss Retention AalstanlCity Manager, Fiscal & Municipal Services Developer Facilitation 4 Staff (diraelar, 2 prefesslatals, I secretary) technical Assistance Largest employer: Pn,spect Facilitation UNT 5110,1%General Fund Prospal Recruitment (retail,comme•.cial) University Lialson Public Relations Intemotional Relations legislative Truk Ing Marketing (Develop and produce marketing and demographic brochure IeU, C Pry of Lknlon A nnual Report) Cliamber o ommerce conom ve ent gram. ollm w ly rot ma kwi g - Reports to Chamber of Commerce Presldent and &oramk She development Development Committee (made up of 4 city appointed Prospect response r members and 7 chamber appointed members). Small business development center y Marketing Activities 2 Staff (Vice presidenl and I professional) a Trade Shows: Approx• 4 none budgeted for this fiscal year • Marketing Trips; To Canada, R-gIon area, Seal Ile (man) cal Is made In Budget $212,996 conjunctim with trade stows) a $ 56,498 Utility Fund a Direct Mail To phartnaceutieals, trade show attAtrI&Vs a S 56,498 0encral Fund a Prospect referrals from: Greater Win Chambcs,'fexas Fcorkmiic • $100,0W Private Sector Development Depalment, TU Electrk, Lone Ster, (11 E a Trrgels: Ahhough six Wenlirwd by PIIll FRAN% focnsing Ihb )ear w hlgh tech electronics and medkat (pbannmcrutkals espLciall)) Marketing Toots: • Tax Abatement; 25%for2 to t0 yrva depending upon new valujiknr. SS million threshold (One abatement approved) a Freeport a Electric utility discount + WaterMastewatarextenskm • Granta(PeterbiltMvtsion) a 1 i it I I II AWACNMENT A COMPARISON OF ECONOMIC DEVELOPMENT PROGRAMS Mrirch 1999 t INV- ge fNCttut c Y lets Bryan-Coik6e Station Bryan -College Station LDC Is responsible for all The EDC perrurms all economk development duties rfcrpl business rrivntion. economle dovekVmenl efforts In Bryan and College Sation The EDC funds stall chambers of commerce fur business retemion elfurts, Population and Brad County. Bryan- 62,250 Marketing,efforts: College Station -IQ,QQQ The EDC Board is made up of; 112,250 e 2 represemativas from Bryan a Cn tendy the majority of effort has been spent responding to requests. a 3 representatives from College Station • Trade shows a 7 representatives from the County a Target marketing: EDC targets any type ormanuracturing, distribution, end Largest employee a 2 from the EDC staff tompuler nhled bdustria, lhey eiso target agrkulturai retorted hushlo%ws rexas A & M (Sanderson Farms located to Bryan this yea), EDC budge; 5671,000 JI 1 • S 170,000 City of College Sul on Marketing 100121 a $170,000 City of Bryan • $170,000 Bra02 County • Tax abatement minimum threshold of S2 MilliLm Usually suns ai 70. t a S 50,000 Wazos County Industrial Foundation abatement, lowering each year after the second down In 107 @ over 5 to 1 • S 11,000 Other (private sector, other cities, rte.) yeas depending on amounl of investment (6 abatements graulyd to dine) • Prrrormance Based Financial Asshtance: Provides cash Ineentivr2 rrom $15,000 to $63,000 based on capital Investment (S21ol minimuml tw gross payroll ($230,000 minimum). s Developed land Incentives: UX owns land. Lard provided to company based on either capital Investment or gross pa) toll (thresholds same as performance based financial assislance) • Loan and/ce ban guarantees • private activity bonds • Waiveeofmunklpalfee t U ATTACHMENT A COMPARISON OF ECONOMIC DEVELOPMENT PROGRAMS March 1999 Cu u e ttucture -Activities Round Rock Economk development Is a function of chamber of Marketins activities: Commerce. Trio Presklenl of the Chamber works with the a Used to go to 3-trsde shuwsryear. No lungki go. Population - 52,000 City's PWming Department when It canes to incentives or a Make two marketing trips per year to Califomia one losouthern cA uud development process Issues. one to northem CA, The trips are organized regionally. Largest Employer: a TargetaFor the most part they have tuseted seinkonduclo, cu npulers, Dell Computers An Informal eomm(nee worU with the Chamber CEO: high loch f rms. Now they art diversifying to I.Iecommunlcaliutts call Planning Director, City Manager, Mayor, Direclor of Public centers and bkmtedic&I firms. Works, and Director of Finanet Marketing Iswls: Chamber Economic Development 8udgel • $150,000: a Tax Abatement Nm IhrcsholJ (cast-by-case), Hove given arrroslmaleiy a S $0,000 City of kound hock 20 abslements. Typkal sbatement: lOUS~ fur fttsl I stcumJ years a S 100,000 - Private sector 75% for third year 50% fix fourth year 25% for fifth year a Sales Tax RcbsW Rebate percentage of sales lax to Dell Cun+puters. I Wdve development fees. Used to automatically waive fees fur eommerciallinduslrlal development but now took at them on a caw-by avwve basis. r t ' c~ ra i I I i I i ATTACHMENT A COMPARISON OF ECONOMIC DEVELOPMENT PROGRAMS March 11994 CitytrSUVture Actav 1 es Waco Economic Development Council Is responsible for MaActing activities: recruiunent. City Staff person (in city manager'I orrice) a Trade Shows: One every two months In conjunctlon with calk on industq Population -105,000 assists In program acdvities. In area a Targets: No targeted Indostrks Largest employer • Raytheon incentive budget Note: Have eliminated advertisements In dcvelopmenl migacincs. a $750,000 City a $750,000 Cowry Marketing toots. The City, County and EDC determine how this S 1.5 million a Tax abatement (buitding - maximum Is 100!. rot 1) Carl and Ixrwf al will be spent. property M reduced annually by JOIN for 5 years), a Enterprlit Zones EDC Budget I Freeport Tax Exemption a $250,000 from the C)ty a public Improvement Districts Note: The two smaller chambers also receive a small I Tax Exempt Improvement Oislrlcl amount of Wnding based on specific project performance a industrial foundation wilh 1,600 acres available in two Industrial parts for retention and small besiners development, b y CJ i ATTACH M ENT A COMPARISON OF ECONOMIC DEVELOPMENT PROGRAMS March 1994 City mud-get/Sywture Acllvtttes - - San Marcus Economic Development Council is located at Chamber. Responsible for business retention, marketing and buootss recruiunem. Council responsible for all marketing and business population - 31,100 recruitment Business Retention. Visit one new business each wick, Largest Employer: ETC Budget $200,000 Marketing Activities. Southwestem University a $100,000 City of San Marcos a Marketing Trips: Make two marketing trips ouch )ear with iegionil group a $ 20,000 County (same as Round Rock). Mayor+md Council ntembers go along sometimes F a S $0,A90 PrIvIle sector (Council travel Min his budget. City pa)'s ) a Direct Mail: Does & great deal of direct mail. (When raked if they goes man) resutts from direct mail activity, said not really. 'l his h pan of their F business retemion program They ask local businesses to Ic11 them what other businesses they want in town. II h a goat buslnexs rehndiun lad, ) a Prospect Referrals: Utility companies are a major scxrrce of pruspect referrals s Targets: W'uchouwadistribution(becausrofprunimil)IoAustin)and y anythingclse with higher than average wage tht Cafasrnia Trip, they sisited variety of businesses -from :firer metal rompunks w swhnuNng pool manufaclurers, 1 Marketing tools: a Tax Abatement a_CYty Revolving Loan Fund (all luuned out aesent) - Grapevine Almost all EDefforts are function of the City. Chamber is Marketing Actisitics. responsible for very limited business retention maJOIJes a Trade Shows: Staff attends 4 trade shuws per )rut. 1 wo rocused tit retail (mlxers). City gives Chamber $5,000 far this purpose. and shopping centers and two for IndustrlaL'worchouu. Largest Employer - DTW a Direct mail recruitment Is used for retail. International Alrporl Economic development Iterreportsto Director or Development (Salary rum Directorof Development Marketing tools: Services is not Included in LU budget) a Tax abatement: policy in place nut generally used. a Tax increment FinancingtW) Used for bush the tiruprsine kld1, kfa11 t Wdgrt S90,UU0 Infrastructure and ofigland development needs i k t, M I er ATTACHMENT A COMPARISON OF ECONOMIC DEVELOPMENT PROGRAMS Mireh 1999 C ty jeVStructure Activities Tyler Economic Nvelopment Council Markel activities: a Very link print advertising (recentl) spent $4,0(10 6w cu-op ud in Dallas Population - 78,000 The EDC Is located at the Chamber of Commerce Real Estate Oulde) a Staff, CEO plus 2 full-time professionals and 4 part- a Trade shows: 2 to l each year. Usually participate ass regional vNrl, w idi Largest Employer: time guff. TU Electric providing tooth. Texas Medical Hospital a Two sep- ice boards (Chamber and EDC) a Target Industries: Medical devices, food processors and distribulion a Two budgets warehouse. a Two. ate staffs a Ones A) (also NOW& CVB) Marketing tools: a Main Street Assn is also located In building but does a 2 Enterprise eaves not report to CEO a Loan fund 1J a Land, own their ow n Industrial park with about 100 acres kR to des clop 1 he EDC has 80 members with a minimum of $2,500 in a Tax abatement (have given approximately 20). 1Isually I00v for membership dues. (Some pay as much as $25,000) anywhere from f to 10 yeers, depending upon project. ' EDCBudget -5460,000: a TI Frot development Improvements a $526,000 Membership dues I Freeport b a S 47,000 City of Tyler Utility Fund a Infrasuvcture assistance (4B dollars) a S 25,000 County a S 60,000 Annual revenue from assets of old industrial roundalion Note: City pasud4Btax for munklpalInfrastructure purposes. Not48revenue Is dedicated to the LDC, llowever, the city has Indicated that they would be willing to wOfk with prospec Is on infrastruelure needs. f I I I I N ~ { i I c, I I i I I E ATTACHMENT A COMPARISON OF ECONOM140 DEVELOPMENT PROGRAMS Monk 1999 ray 4aieotructure ct vll es City of CV701lion Economic Dove"ropment Is a function of the City of 1Te major role of drls office Is marketing. !Business rekntk,n actlsities fall Carrollton. Ttu City flmds the Chamber of Commerce under marketing, Population - 91,000 $1,000 far gawral economic development activities. a Markelingtrips. Makeapproximalely9trips pcryear. About hall'arefor tArgest Employer: Staff: D rec!,rt, t professional, % secretary (shared with trade promoton (promoting goods and services of Carrollton bus!newt to S.T. Microelectronics Community Development ofrrce) Canadian and Mexican businesses), the remalnJer are Invesiinew trips, recrulting businesses to Csvoillon. These trade missions are Ananced by Budget: $120,000 from 0eneral fund businesses that the department rcpresenls on the particular trip. a Trade shows, Attend two shows for distribution and commerei J oll"wo. a Prepares and publishes Carrollton Profile, a marketing piece uhow Carrollton. ll Marketing tools, a Tax Abatement (have given approxlmately IS) U million threshold J t 4 I 5 t 7 4 t~ I i i III I II I I, lerouounle IfNwelnp~ent IlrggniwutiNall Xurarp ~Rte~nurt { A GSO Research Report for Economic Development Professlanals A Growth Strategist Organisation Publication fe Rass Boyta Editor 1999 SPECIAL EDITION ON E.D. ORGANIZATION CHARACTERISTICS {I Report summary Highlights Profile Of lJurv Res 1. eY tsendenU and Ptrogrom Orientation 4.7 7 Suahreas AltreoNen Programs guahvas Re49"on and IL16 Expansion Prxagrama lbfe Rnue►ronourohip ►rot♦nms 18-19 Related Reln rand RerrIsm to luseoaeful Voonemle 0evelo wont p P rogroms 70th Final observallens and Conclusion rhls repots is 6"od on OSO's 0 put surveys, GSO has milled Its survey Instrument to more than 3,00u local 12111 annual Survey of local economic organizations and received responses from about 500 to 600 of these economic doWopmMf orp. entitles. More than half of the respondents have served small communities in rural n1ra Ions pndVendent and areas. A third have operated with badgets of less than SI00,000 a you and half had no chamber of Commerc♦linkod more than one till-time professional employee. non•proRt anddss, chamban, This you, GSO reduced its list of potential survey respondents by two-thirds and made alas/cmlgne y lnen the survey instrument available through its Internet home page rather than by mail. I AdThe survey *M lee Almost 300 of those receiving e-mail notices of the survey dowrloaded the Instrument and faxed responses to GSO. Two-thirds serve urban communities within metropolitan ! Program erfentevon area with populations of at least 100,000 residents, More than nine in ten have budgets J P~,rta~s sandttoc ndoNw oral lead 5100,000. Three In four have at least two full-time professional emplo)ees. notwera Oivcn this year's very different profile of survey respondents, comparisons with put art more difficult. f Rolmdonships to other Ntild" )ran In she eommun4y end the eteN Highlights of this yews survey findings sand conclusions are is follows s earrlars met inhibit nenutlon as Economic development organizations us twice as likely to be local leaders in bassi. of goals nets attraction, retention, and expansion Worts than in programs that promote new pop the first time, OSO has bwlness formation by entrepreneurs (19% vs. 434). L aedthefrlfemattodieseml- to Economic development organization budgets vs growing- half orsli roponding nate the survey Instrument. organizations hid budget Increases In 1991 corn Ass result, most respondents pared to a quarter with budget tuts. an larger and Wrierflnanead we One in four local econom14 development of Sanlzstions added professional vlafr In 0lpMltsUOnL 1991 while just one In $ix suffered staff reductions. as Local govemmenteconomia development agencies rely almost entlrel) on public sector finding - local govetrmcni general funds (104), state and federal grants (IN), and dedicated local taxes (10%), l as Non-profit economic development corporations and chambers of commerce rely on f r 4 , local, state and federal governments foe about half oftheir funding. the other half comes from local buslneu Investments (3114), chamber of tommerce duts WI), foundation grants ;t and Income from theta own activities (I21e) -a Almost two•twsaftheve noo-prollt corporations and chambers orcommvrcecon• i I" Raw -1114g# t 138 I I t+ Q. When asked to identilyfaetors duct fund rising programs. A third of those who do mount fund raising el7ons use that srsostseriously affect their outside consulting assistance. Almost half ask for four•)ear commitments: a third ability to achieve theireco• seek three-year pledges; and the remaining 3o percem ask for one. or Mo•year com• nomicdevelopment goats, rat. mitments. spondents molt often Called the following Issues major bar These economic development organizations spend about half of their budgets om em. rlers plo) cc compensation (saturies and benepts), 17 to 20 percent on administrative costs I Access to workers with (office space, equlnment, supplies, etc,), and 3f percent on program activities neadeda*Weforhigh (promotional matvrlalc, prospect mailings, marketing trips, advenising end public wage Jobs fats relations, tie.) 7 Avadabllityof employ able worsen for any to Almost three-quarters of ill respondents say they are heavily involved in busim," a- 106 90% traction Initiatives. Almost two in three say that they engage in activities designed o 7 public elementary a Identify attraction prospects which they then actively pursue. Most of the remaining aeeoneryachool t4% respondents actively pursue pro;pectsreferred to them by upstream partners (eg., quality state agencies, utilities, site selcatiom consultants, commercial real estate agents). 4 aualneea real eabro avufabalty pe~ ' a Half of+ll respondents L get their marketing efforts by industry and by geographic vacant buill area. One In three target only by Industry, ! Owllyaaroashyof ?ccali""IMIP 21% a Manufacturing remdms a prime target for 86 percent of responding economic devel• ! Access to ahbrdebN opment organizations, followed by information services (S61S), research and i ll- housing His opment (5415), distr;bution (4915), administrative offices (4814), business and pro. f gran endMCal rasa !r% fissional services firms (4416), agribusiness (31%1 retail trade (1715), tourism a Aeeas to trtnapon (2415), and mining (615). taboo orvkee 11% s The favored geogre,h1c targets for buslncss attraction ere in the Great Lakes (3415), ! nhenmpaattests Mid Atlantic (32%), Southwest (31'4), Europe (2915) New England (1f15), Ontario end Oweb restrictions 20% (1015), end )apart (17%). le community opposition we no most 6e4uentlY used marketing tecWques an Internet web pages (5615), trade to development arM to gimore dev N% show participation (1614), staff marketing trips (2215), direct mail marketing (1815), tt Workereemofmotoon hosting special events (ISIS), Advertising (1415), end e-mail marketing messages hraunnoeeoah tp% (1115), ta' Notenlations as Marketing technlques mostoffen cited as highly effective are staff domestlc market- CleaMy, btaorforce prepared ins trips (23%), hosting special events (115), Internet web page ( I I15), and direct mesa Is vob& fo a of ruoetu• mail marketing (I I%). Techniques most aRan rated u poor arc advertising (294,), Mow b views eNlo corr. direct melt marketing (18%), email marketing (I MA). Into met web page (I I%), in- earn by economic deveiepen temadanel marketing missions (tiNb), telemarketing (1045), and trade show panicl• throughout ON Alden. YN low potion (I OOA), The best net positive ratings (highly effective minus poor) are earned level of unemployment M meal by hosting spite lal events (+16X) and staff domestic marketin► trips i+1615), The parts of cite US makes access wont negative ratings us for media advertising (•2015). tOtv**#MstallsklNleveha a Although media advenbin probions, SaeondafyoduoesNon responclonu used this technl4 lets low marks for effectiveness, more than In n Is a concem because h Is tM y, technique it It alt oeeulonallY, Most hive 'mill adfour budgetssf source of IuRrn W041111,111. under $5,000 (1514), more to 810,000 (1715), 810,000 to II5,000 (2015), f13,000 to 850,000 (17151, and d more than 830,000 p 1151, so The most ffroquently used advertising media us regional business magazines end economic development trade joumets. The most effective media arc regional busl• ness mi guinea and local newspapers, The media rated as least effective are eco- nomle development trade journals, industry trade magixina, and in-flight maga• fines. as participating economic development organintlons say that if they had more funds r for business attraction marketing, they would most want to Invest them In staff do• r mettle muketing trips (34%), Intemet web site mutating (315), media advenising 13151 We show participation (3615), public relations (34151, and direct mail mar- Wing (30%), survey Neport • Pop I 118 I I I O GSO also ashodrnpondonb ~ Half of all respondents say they Frequently get prospect referrals tram their ,rate whether barriers wen Corning economic development organization. Other sources of frequent referrals are real borter or wane. rho riotchango estate broken (3315), site selection consullents (3315), regional tcononuc develop. is negative for nine of these meet organizations and utilities (24!1), tvelve factors. That It, the shore of respondent Is saying things three-quarters of all respondents have the capacity to produce tailored responses to are Improving was smaller Mtn Inquiries from business attraction prospects or their mpresentatives.Other fre• the share saying that they are quently used marketing materials Include general brochures (6445), fact sheets getting worse - (57%), Independently prepared reports comparing business costs to those in com- f Avaaabiliyolomptoy, peting communities (211:), and Industry•speei0e brochures (17%), aaim wortien for any job •rt% p Tailored responses are rated highly effective by two-thirds of all respondents. rol- l Amens toUrvdaab lowed by fact sheets (43%), general brochures (33%), independent cost comparison houdng •11% reports (24%), and Industry-specific brochures (20x/.). Marketing materials with a sustness ear elan the highest negative ratings on effectiveness are videos (22916) and gimmicks avaaaeuny(nndA (1645). vaantauedingsJ •f% 4 Communly epposwom Skills training Is frequently offered as an Incentiva to attract new business facilities to dovekpmentend by two-thirds orthe respondents, Other most frequently used Incentives are tax oeswth 4% abatement (Is755), tau credits (3gsti), Infrastructure financing (3651), land and I Quality s shbesy of building cost writedowns (2355), and low cost business loans (23%). toe ernedershp 496 s lavirometanaaltosa as The incentives mas4 often cited v being highly efieAva are skills training (61%), and devekpmnt Inhastmcture financing (7455), tax abatement (48%), land and building cost write. rutrkdent •1% dawns (4355), tax credits (3655), industrial revenue bonds (3455), and other low 1 She end beef ran •1% cost financing (3055). No incentive was coiled Ineffective by more than 7 percent of f Atom" tosr"sper• survey respondenu. Worn osrvkoa 494 as More thra half of all respondents have an early tlentystem for identifying indl• I Amass to sometimes with vldual cu~npany problems and o itim to sat n their business retention and eeodmd 010a for A10 wage/oaa •I% expansion Worm Other most freq Y pu end used ME techniques Include skills train- 10 RacerNerkne p% ing (44%), low cost financing (3255), and lobbying for an improved business cli - f I Pubfk ebmentary s m ate 1'4e). Pilate technlques are also cited u the most effective retention and ex- amtenessr)scuof panslontals. quar7ey as% to While local economic development organ4til am less likely to have active en- it wstrsorm kn irteuranme Comm amb trePrenturshlD Programs, the most Common technique Is providing ombudsman 01st , service to new and young business ventures - 34 percent of respondents say they in the past, cat Issues haw often provide this service and 311 percent call It highly effective, been of grow feat concern to ego. norrrk developers. Now, quaNy a 94 percent of responding local organisations say they are leaden in prepving Issues are becoming the prfma nomic development strategic plans for their eomm mines, 01 percent take the lead concerns -lobar fortis quNfy, in building community support foe economic development efforts. Just 16 percent access to busln•as oaf assn play a leadership role In designing and delivering skills training programs but s) and houNny, fesdership qusfiy, percent say they have a strong support role In this undertaking.Olven the Impor• community support list ado- tenet of labor force preparedness be a business climate Issue, we should be con. nemie dfevelopnsenb tlraresporM cemed that 20 percent of all respondents toy they have only limited Involvement In Non services, the design and delivery of skills tralnlns programs and 7 percent have no Involve- mint In this undertaking. ■s Community colleges and othertwo-yearpost•seeondarle educational Institutions are cited by Sg percent ofrespondents u providing outstanding skills training assis- toots to tree employers. Stott government is rated as excellent In the Initiative by 26 percent of surveyed communities, followed by the local manpower training t agency (1754) and local high schools (11%). At the other extreme, With schools us A called deficient in skills trtining usistonea to tmployen by 21 pereeni of respon• dents, followed by stele government (111% local manpower agencies ( 1210, and two-year colleges (655). 19utvey Raper! • Pege 7 149 I t r title o UFJ riot 1rx r ~nr rr Nrl IS IRS YRFpORl fQ9R ~ P,ROFIL,IIOF R1EV RESPo-smNTS, The 300 respoodents iu his Haft of air se urvey re distributed, y region, as follows - rraaatorQaniz+tl&Iva lnQen Lakes (164:1 .Southwestb(I!'0, South Atlantic (12°161. 'lot plans ire h (l:"6prrce1t~tid mefropolifan arras are /n Atlantic (I 1!6), New England (6?6), and Nonhwest (616). A(ore than 48 r,t are A t r 41 no,~proRt entities. independem non•prolit Corporations, followed by local you nm ent agenc its (3 i "oI, Another 4156 an other sham, non-profit organizations ctosety linked to chambers ofccmmerce 11 R°>, chambers of bars 01COmmerce (27s5) or commerce (90,k and economic dc% eve mrm districts sties non•prollt organlratlons linked Two thirds of these organizations serve urban communities within metropolitan areas to chambers (14%). Just "q% or - suburban cities or counties (35!6), central titles (7!-;), and entire metro areas metro-wide economic drWlop (2514), The other third serve rural communities single small cities or counties mane entitles are povemmenecf 0 agencies. 1%) and multi•eounry rural areas WIP). no distribution of these respondents, by thtY W.000r2S,000h(14%), 23,000sen-t. Is as Popula $0,000100000 (11!t) e 1t00,000• AlmosthaMortheorpanlaa• 230,000 (22%), 250,000.500,000117%), 300,000.1,u00,000 (9%), and more than Bona senlnQ subtrrban erws 1,000,000 (7 i,), within lot Lions metro arras are o of As noted caviler, GSO used a different approach this year In soliciting participation QovernmentaQenefa, 7hreeln in thts survey. We sent e-mail messages to more than 1,000 treat economic develop. ton are InehpendenfnonproMq ment organizations, inviting them to download the survey instrument from Our and anoelrerone In oil are rntemet home page and send it to us by faK This change In the method of Instrument nonsomlfe s linked ro chambare, dissemination has had a significant impact on the profile orrespondents. This ) ear's The remaining are eham• profile Is much more urban. The organizations In this sample have larger budgets and bets of commerce themselves, larger staffs. They are more likely to mount proactive business attraction marketing programs. Thus, comparisons with previous yeah are not valid. GO intends to Continue 10 use the Internet as the forum for th4 survey In future years, making trend mom than eighth ten eerabtet comparisons once again possible. We do pia, to improve the process by allowing CMes rely on nors prop! orpanl- respondents to complete the instrument on then computers and send It back to GSO Worts to direct OWreconomk via the Internet derNopmenfAff"0Qrams-- kk* ORGANIZATIONAL PROFILE. The table below presents the distribu•ion of four pendent entltla (sO54J and nomic dev Chore linked to chambere onclus onsscan be drawn from his table. Soni malleri coze of (IaXJ, Theroot arefoealCow populeton served. Several are more likely to ornment agencies, (33%). no ar rely on their chambers of commerce to take the lead in efforts to strengthen their ecunor.tleadevelopmenr organization: closely Wed to chambers of cornerce pt)pl. 7watlalyde oral rvrtal comma call, serve mid-sized communities with populations in t.`,r 50,000 to 250,000. Large rwo. turn to lndarr otsC"nen- Communities most onen rely either on independent non-profit organizations or local Wdes pmRt entlws to run Ii ko- government agendas as theta lead economic development entities. nomfe dovs/opmenrpns"alts, DISTRIBUTION OF ORGANIZATIONS BY POPULATION SERVED The other in/rd rely on lose/ Qovemment apenclrs. Less than 10,000 1.3% 0.04 2!.054 3.8!6 10,000 to 25,000 2.4!6 0,055 Il 5% 7.7!6 21,000 to 10,000 4.9% 0.0% t15% 3 8'6 50,000 to 100,000 14,6% 3313% 12.5% Il.4e. r 100,000 to 2!0,000 22.0% 13.316 ' 2340116 11.5'1 1 ~ r 230,000 to 500,000 14601* 22.2% t 0.016 7.16 500,000 to I million 31.1% I l l% 123% ° 46 2% More than I million 2.4% 0.0% 0.0% 7.7% Survey P R • Pape 4 t68 I J4 Half of all responding organ6 The nevi table presents the distribution of aonomic development budgets b} ripe, f rations en)oyedbudget In. organization. Almost all Independe:,t non-profit organizations hive annual budgets r. creases in f 998. A quarter had excess of $100,000. About mo-thirds have budgets of at least $250,000. At the other stabf* budgets and a quarter Nreme, about 15 percent of local government economic development agencies spr nd suffered budget cuts. less than SI0000 a year on economic development. Most non-profit organitatims closely linked to chamber have budgets in the $100,000 to $1 million range. All Economic developmentpro- chambers responding to this have economic development budgets over S 100,000, grams run by chambers of commerce sere Most 104 to DISTRIBUTION OF ORGANIZATIONS BY BUDGET SIZE have Ineressad budgets this year (62%), followed by IN* pendant non•proftOrganize. 1lorts (Se%), local government agencies (46%), and nORWOM Less than $10,000 0.01/4 0.0% 0.054 3.1% organizations linked to cham• bore (31%). ee0,000 to SI00,000 213% 12.314 0.0% I I.S!4 fnfact 38%Ofchamber eco• 100,0001x$250,000 72.3% 12,3!6 23.0% 26.914 nomlc development programs, 250,000 to 5300,000 37,554 23.0% 25.0414 26.9% 20% of 80 Indspeedrrit non. progtorpanhatloeu, and 12% 500,000 to 51 million Mo% 30.0% 00% 19,256 oflocel government egsntil" had budget lne»ssee Of MM More than 51 m Illion 17.5% 0.0% 30.054 11 sY@ than 10% In ION, JO%of eherteber.ruri Then Is an obvious relatlonshtp between budgets :red staffing levels. The next table 30%ofchom oAessforsProgram ef distribuies there organizations by their number of professional staff. Almost half of fn also added Proh" sal so responding independent non-profs organizations have at least Ave professional staff dentntn,proNt&T M»yons member and It percent of these entitles have more than ten cuff prafesslonals. No (20%), keel govanm# M agm* other type of local economic dv velopment organizations has any respondents with more Ilea (I 11M), and chamber. than ten proresslonals on their staffs. Four In ten local government agencies and three in linked noriwo*Grgsnhedona tenchamben ofecrnmerce have no more than one full ttme professional, All non-profu (I f At the other "mere, with strong links to them ben arComm erce have two to four professionals. I11% of local governmontol • ORGANIZATION DISTRIBUTION BY NUMBER OF PROFESSIONAL STAFF nomk drvelol egeneles Incurred alaMtub M ION, fok lowed by lndependard Mori. prom *mod" (f2%), chambers of commerce (I3%), and Ades. pro% linked to chambers Less than one 4.3% 0.0% 6.7% 3.754 (1}%) One 4$% 6.0% 23.3% 37.046 Two t3 6% ;r;1% 36.7% 29.6°v Three or rout 37.3% 813% 26.7% 113'6 Five or six 22.754 0.0% 3J% 7.41, Seven town 9.1% 0.05: 3J% 3,714 More thin ten I IJ% 0.0% 0.0% 0 054 Summing up, more thin 90 percent orall otgenisulons responding to this survey have t, budgets of u least 5100,000 and almost a thlyd spend at least 5306,000 a year on economic development. About one in four nrtianIM10111 have 50 more than ore 1111 s (/r~ time professional staff person. More than one In four have two professionals A little more than one in four have three or tour profissloaals. The remalning one In Ewe have fs Ave or more professionals, 't'he largest organlatlona tend to ba Independent noa•prof t entities. 1111i Own - page S 178 I I I t, r I i I I0CAI FC0,ti0A,tJC DEVELOOME,VT ORGANIJAT10NS 5IJRVfV REPORT tgg,a , Local govornment gen oral the neat table presents the average distribution of budget resources, by source, far j funds provide 48%ofall eeo• each typt of economic development organisation. Not surprisingly, local loves nomic development funding meat economic development agencies get all of their funding from the public sector for all respondents to this Sur- _ general fund allocations (79411), dedicated taxes (I I°o), state and rederal grants vey. Other governmental funds MO. and foundation grants (06). Local government general fund contributions provide on added f8% of total and other public sector funding also provide a significant share of the total economic funding-slate and federal development budgets of the three private or quasi-private sector organizations - grants (f0%) and spacial tssu independent non-profits (3141), chambers of commerce (4641), and non•profts earmarked solely for economic de velopment (11%). On aver. closely alt )lased with chamber (4041). ago, economic development The second biggest source orfnds for these organizations Is business contributions organfuUons generate Sx of _ Independent non-profits (3314), chamber of commerce (32%). and chamber. their Incomet from their own linked non-profits (29%). Chamber of commerce dues are a significant source for scovides (cg., fees former- the two chamber affiliated types of organizations - chamber-linked entities (251e) vices), The remaining 20% and chambers (16%). Independent nonprofits generne Id percent of their income comes from theprlvats see for from fees for services and other earned Income. Chambers and chamber-linked - Duekn,byle*aleom rties d entities earn lesser amounts of their own Income, foundation grants are a very noamie nws rNwf edy folopment ft Program limited source of Income for any type ofeconomic development organizations. r (dux). ch* bar of4 errs ems DISTRIBUTION OF REVENUE SOWES BY ORGANIZATION TYPE (4%), and 0bunickilon grants (I Y4. Localgovemmanb are an far portanf source of flundfng rot an types of economk develop- Local govt general Mont organizadloos, Am bi finds 37% 11% 4651 "951 rteaaes fyplcally maseh local governmentit"butfon, In Special economic de- , the three type ofprfvafo non. velopment ILK 756 1751 osi i I 1 proRt economic devolopment en"". Statufedersl govt 751 151 044 941 Half daO organizattons grants chamber of commerce I trletlon, atleaal of 54 16A ' 091 0• 1 500,000 nmidlrnta Aari annual dues budgets of at last $f WHOM. Business contributions Mon than thro"usrtsrs of 3351 19% 12% 044 organizations swing popula 1 Voris of fool ON to 500,000 Foundation grants OSi 354 OSS 1% have budgets of of least Earned income 16% 3% 641 o4i $150,000. Almost 50% of omd- dos Serving sm llar area have budgets under $284,000. The three non-goventmental types of organizations Wise about it third of their revenues from business contributicia Sion than half of these organltatlons say they i conduct periodic fund raising efforts - chambers of commerce (7551), independent non-profits (6351), and non•proflu linked to chambers (44%). A third or these organlatIons hire fund raising consultants to awlp In their efforts to obtain funding commitments from all Interested panles in their communities non•profus linked to chamber (3051), chambers of commerce (33%), anti Independent non-profits (161a) Amona those organlatiom that conduct periodic fund raising Initiatives, 41 percent ask for four-yea pledges, 30 percent seek Ihrte-year pledges, and 30 percent requeu r one. or two-year commitments. Chambers (7351) aid non-prollts linked to chamberl r (4551) we most likely to seek long-term commitments of at least four )ears, ~t Independent non-profits (34%) are most likely to irk for commitments one) tar at I ( ! time. in most or thew fund robing Initiatives, local government commitments all sought it. addition to private sector pledges. The difference Is usually is chat $overruments canna commit to multl•yelr fading. autvay Reporl • page 1 18B r r Q Almost two-thirds Of orgenha• The typical economic development organization alfuts 47 percent of its budget to bons serving populations of of personnel costs (salaries and benefits), 18 percent to administrative costs (rent, supplies, least 500,000 residents employ etc.), and 33 percent to program activities (marketing costs, promotional materials. etc t atbast5full•timeprohssfo'at There is no significant variation in this pattern between ovemmeni and economic developers. 00% of g private organizations serving commu• non-profit organizations or by size of population served. The pattern does vary by size nltias with f00,000 to SM,000 of economic development budget. Organizations with budgets over 1500.000 allocate residents employ two or throe less to personnel costs (399x) and more to programs (43%). Those with smaller budgets professionals. Two-thirds ofatl spend halfofthe)r funds for personnel and a third for program activities. organisations s•rving populs• bons under 100,000 employ PROGRAM ORIENTATION. The next table presents survey respondent an- one Or two prolosslonsts. ewers to the following question - Is your organization the lead agency in your community for each of three types of economic development initiatives Almost$ to 10•eonomk do- (attraction,TetentioNexpansion, entrepreneurship)? There is relatively little variation in vetopment o~rtludom the share of organizations that are lead agencies In business attraction. Large central spending to they are t awwyaay they cl,'y entities are less likely to play this role because they rely On metro-wide ofganiza- tA•!r an the e lea ea communities agencies for bua6 bus Its lions. There is more variation in le idershiP roles for the other two functions. Agencies mass attraction. 7 of the 0 say serving center city and rural communities ate most likely to toad retention and they &m heavily Involved and expansion efforts. Chambers of commerce and agencies serving center cities and rural the other2 call their lnvohre. communities are most involved in entrepreneurship initiatives, ment Ifmlted. PROGRAM ORIENTATION 0In 10 aganlssfMns are also Terms: Percent of napoadeata who are Ind ageeeles ht their communities leaders In retwtdon and expen sloe programs. 8 of mesa 0 catnery ttr io ""plan ~ Now m bone 6dl their level of lnvolMfrrenf Annetbe Leneadoa Formation heavy. Type of Orjealwdoo 4In 16survoyrosponchnte Independent non-pro0ts 93% 90% J say moy am had agenelea fn _ Promoting enIMAWNurJMA1pp S on•prurits linked to chambers 89% 78% W1. M 10 call dwr kw of ktvofve. _ mant heavy. S fn 10 say they Chambers of commerce 88% 63% 6341, have a limited role In promof- Ing now business form#*& Lad govemment agencies 894/6 95% 41% GOvarom•ntel agencies MV Area Served much less likely than prNst• non proltte to be heavily kF Entire metropolitan area 86% 82% 41% rolled In business stimcdon (52% v. IM). They are also enter city Of metro art6 83% 100% 50% toss Miley to be h svily In volived fnprenI unp h p drip vots- . 01%J. Suburban city or county 104A arii 77% 33'. Rural city of county outside MA 93% 97% 12% Popaletloa Servtd More than S00d100 residents 79% 71% 76!a t00,000 to 500,000 mudcnu 85% 82% 29'v . Less that 100,000 residents 9S% 95% 562 Ecoaoede Devetopment dedget More than $300.000 90% 79% 31914 S 100.000 to 5500.000 88% 91y% 4 )'v Less than 1100.000 86% Survey Report • Plot 7 19B t it Ldf'A DNdMIf.D V 1DP i' NT 7R ~A H Alld ~ SiIR' YR PDRi fggq More then 9 fn t0 economic USINE5S ATTRACTION. sough business attraction typically generates development orgarti=le asst 10 to 25 percent of the t ^ Jobs in a community, it continues to be & major responding to this survey say 160focvs of most local economic development organizations, The nett table they seek out businessattree• presents variations in the way in which organizations carry out their business tion prospects themselves and attraction efforts, Independent non•proft organizations are most likely to actively seek then actively pursue them. out their own attraction prospects. Conversely, local government agencies are least Another 3In 10 rely on up• likely to do so. Organizations serving entire metropolitan areas are most likely to stream partners (state open- mount aggressive programs to identify attraction prospects while central city agencies ties, udfides, site seleedon are least likely to do so. Finally, organizations with budgets under S 100,000 are much consultants, etc.) to re,9r less likely to undertake prospect identification efforts themselves. Given the high cost prospects to them but then of proactive prospect identification, this Is not surprising, actJvely pursue those prospects. BUSINESS ATTRACTION APPROACH fheremalning 11n 10 do not Terms: Percent of total survey respondents Seek outprospeets orscdvely Category Seek dr Panua Passive Re- No pursue them. Almost they Pursue Referred spoase to Attractioa provide responses to fn- Prospects Prospects logolrke Program quldes from these prospects. 1'yfs ojorpeeltarbe HaM of all respondents to this Independent nonprofits 80% 18%` 2% 0% survey say (Wt moo of their Non-profits linked to chambers 13% 23% 0% 1)p9 business ofVaeden prisspdeto tome from Widt n shelf own ambers of commerce 62% 31% 0!S 0114 state - nelghborhrg commu- nities (23%) and odwports of Local government agencies 38% 46% 12% 4% the state (27%). Another 13% Area Served may most of theirprospects come Pont neighboring Ent! remetropoIitan area 86% 9% 5% 044 states. one in three respondents center city of metro area 38% 38% 20% 40; lays that M40Sf of its attro C• Suburban ^i don prospects are found In ry or ca irnty in MA 53% 41% 4% 0111 other Peru of the nsdon. Just one in fifty Looks to other na Rural city or county outside 4U 67!. 26% 7!L 06; dons for most of Its Ecoaoede Develo p eteet Be! et prospects. _ %fort that $500,000 14% 71% 14% o% 1100,000 to $300,000 67% 23% 8% 24 Lest thin $100,000 68% 21% 0% 4% LMMMONOW~ A third of all respondents say that they are most likely to find their business attraction prospects in each of three regions - the Great Lakes (Ohio, Indiana, Illinois, Michigan, Wisconsin), the Mid Atlantic (New York, New Jersey, Penns)hania, Delaware, Maryland, District of Columbia, West Virginia, and the Southwest (California, Arizona, New Mexico, Colorado, Utah, Hawaii) . One in four look to New England (Maine, New Hampshire, Vermont, Massachusetts, Rhode Island. Connecti- cut) as a prime source for prospects. Other regions are viewed u prime sources for r attraction prospects by smaller shares of tespondents - South Atlantic (I I%), Plains (9%), Northwest (Ift and Mid South (S%). ! j:- Three In ten organizations say that Europe is an important International source of prospects, followed by Ontario (2o%), lapm (17%), other pane ofGnada ()4!:), other parts of Asia m/o, Metico 17%), and other parts of Latin Amerka (Ill,), Survey Report • Pepe 6 20B i `Almost 9In 10 seonamle devel• There is considerable regional satiation in the prime sources for business anraction ~r opmentorganize WAS respond• prospects, as indicated in the nett table. New England, Mid Atlantic. and Great Lakes Ing to this survey target their communities rind most of their prospects in northeastern North America plus Europe. business attraction marketing South Atlantic communities also find their prospects primarily in the northeastern efforts - 3 in 10 by Industry, 1 Quadrant of the nation and in Europe, Mid South communities from Alabama to Tetas In 10 by geographic area, •.nd S and north to Kentucky and those in the Plains find attraction prospects in many parts in 10 by both Industry and go*- of the nation and the world. Northwestern and Southwestern communities look for graphic area. their attraction prospects primarily in the West and in Asia. The shares ofeconomic t hall organ!?ations dons Nat tar. NIAdOR SOURCES OF BUSINESS ATTRACTION PROSPECTS get same lndusWes in each of Terms: Percent of total survey respondents the major economic sectors Is (Total In a column adds to more than 100% as follows - Sector AArrr. saead Source ofAttractlon NE MIA GL PL MV SW MS SA arsau/serud"ll 14% 7% Prospect Inlormarlon New England 77% 4341 105,6 38% 9% 13°,4 styli toneless 54% 25% Research 8 Mid Atlantic 2$% 7114 SOY• 23% 25% 190,,6 290,,6 SOY• dsvsbpment 54% 37% 011tribut6an 4Nt 3e% Great Lakes 60% 88% 2344 43% 38% AdminlstrttNs Plains 3014 120,18 7% offices N% 33% auslnsea A pra Northwest 13% 6'A 14% hsdonsteves. 44% 31% A"usMeas 31% 33% Southwest 38% SOY. 30% 4344 Retail tradd 27% 30% rounam 24% 45% Mid South 1004 14% 12% alining i% 4e% South Atlantic 20% 12% 25% 9% 14;4 12% Although man&eauring am- 1444 40% - „0 ployment is not growfng very Europe 23 384• 194/0 36 , 62, much in the UnhodVaha, this Japan 606A 12',18 29% 1241 sector remains a primary target for most economic develop Asia 23% 16% 7% men( organkelfons. 050 be. dews this It because manufac• Ontario 43% 30% 62% 2"'s 23!4 turfing hcdides "Italy pro- duce moat capital Investment Quebec 294. 23% 7116 and usuafy pays h/gher sub- profesalonalweges. Other Canadian Provinces 23% 218% 30% 14% informadon services is attract- Mexico 12% 3;4 221% Ing mom adandon from Ko• nomk developers In feeling The table on the newt page presents variations In economic sector targeting patterns by years. type of area served and by geographic area. Manufacturing Is a primary target for more than 80 percent of economic development orginlradons serving all types of communi- ties. fltere is also little difference, by area sened, in the there targeting agribusiness. There are significant variations In targeting for the other economic sectors. No center city organizations In this survey targeted distribution centers. Runi areas are much less likely to target administrative offices, research facilities, and information senleet r firms. Rural areas and metro center cities are much less s'; sly to target business and r Iy , professional services Items. Organizations se ving cenvAl cities and entire metropoli- tan areas ware less likely to target retail trade, and tourism. Center city organizations in this survey did nor target mining operatleos far obvious resaons. Survey Report • Pigs 4 218 l Organfrations nsporra~irry to this BUSINESS ATTRACTION TARGETS BY ECONOMIC SECTOR survey from the Southwest pri. Terms: Percent of Respondents In Category marily from Colifomts, are least likely to target manufacturing. Into Adm B/P Agri Re- Teur %lin- Even so, manufacturing is the Characteristic Mfg. R&D Dlst eaves Off. Sve, bus. tail Ism Ind most commonly targeted sector in all regions, informs donservres (fans art Metro area 825 68% 13% 64% 6405 34% 270,14 1414 logy 94.5 most likely to be a prima target - In the Southwest and least likely Central city 83% 83% 83!'4 0% 10% 1761, 33°/1 17% 015 0% to be fergeted in the Northwest - And Great takes. Suburb 831/1 374/0, 57% 40% 30% 53% 30% 400,10 21% 311 Business and professional seis Rural area 83% 34% 24% 32% 29% 29% 31% 24% 31% 1°,i vies firms are most oft" sirs gated in the Southwest and AUd South, Pthey lains. not primary &rrgek - me In the Plains. New England 75% 5L"A 75% 7515 5095 M 0% 0K 0% 01/s Retail trade Is most ohm UP Mid Atlantic 100 57K 43% 71% 43% 29% 14% 14% 43% 14% gated in the Southwest sops crelly in CWtIorrila, because Saar Great Lakes W11 30% 10% 40% 30% 2014 30% 204. 11 1014 0% ponclas then make Saks Luse a - high prtorityforlocal goverrl- Piaint loo 62% 38% 62% 38415 0°/1 30% 25% 0% 0% Ones key to elrietltn farpetng b orthwest loo 25% SOY* 75% 20% 25% 25% 0% 015 0% One k market research. Just"%049 Southwest 72% 72% 63% 16% 53% 59% 31% 41% 34% 315 organisations par**#r g M ,his survey have a match bud- Mid South F7 36°/ SOK 79% 43%137% 21% 29% 29% 1415 get A quarter of those wits a 10, South Atlantic 3015 73K b2K 75K 381/1 2595 12K 1215 1291 search program spend leas turn 86,000 a year on this aeuvw. Am other 2s%allocetsfg,000to The table on the next page examines the use of several techniques desilmd to 810,00ortrerearch; $50rO end between 10,000 end identity business attraction prospects and their effectiveness. More than half of all and bet 8% between spend more then 0og; survey respondents now have an Internet home page designed to provide infoma- ma $50,000 on research. tion to and attract Interest from companies considering Investments In new or ' expanded fecilitles. This high level of use is Influenced by GSO's method for Chambers of commerce an conducting this survey via the Internet. About a quartet of respondents report mast klk* to have a research frequent use of two other prospecting techniques - participation in trade shows for budget p61AJ, IWItowed by executives in target industries and domestic marketing trips to establish contact w kh ehambeMlnkednon-proft executives of companies in targeted industries. About one in six organizations (66%), independentnon'proft *uently use three more techniques -'direct mail marketing, hosting special (Sf%), aodlocal govemmart events for executives of companies In targeted industries and for site consultants, agsneAs (22%)J. . lid media advertising. One in ten organizations frequently use t•mail to reach decision-maken in companies within targeted industries. )usl one in twenty organi- zations say they often employ the four remaining techniques - public relations consultants, international marketing trips, trlemarketing, and domestic marketing trips by volunteer leaden In the community. Mailteting trips by proresslonal staff are considered highly effective by almost a quarter of all survey respondents, followed by hosting special events (1816). %eb i page (I 1K) and direct mail marketing (11%). When we compute a net tffectiveness rating by subtracting poor ratings from excellent ratings, domestic marketing trips a by proles:knal staff and hosting special events are the two most effective techniques (+16%% Media advertising (•20%) Is the least effective technique, folleaed by telemarkating (4K), International marketing trips (.7%), t-mail and direct mail marketing (•7K). Survey Report • Page 10 22B L~ u t0r,AtF01VOM100FVF10PMFNFORf.AN14T1oN3 StRVEYRFPORf ___ggg k As would be expected, all but I3L'SIVESSAfTRACTIONPROSPECT IDENTfFICATIONTECHNlQCES ono of those business awaca Terms: Percent of total surrey respondents bon prospecting techniques are used more froquonely by Prospecting Frequency of Use Effectheness organlzadons with bigger bud- gets. rho exception is #-mail Technique Often tiever Excellent Poor marketing which is often used by 14% of entities with bud- Web page on Internet $6% I35'e 11016 11% gets under 5100,000 and by /seat 4% of those with budgets target Industry trade shows 26!4 11/0 8119 I G119 over 5300,000, Each of these techniques is Domestic marketing trips by staff 22% 25% 2354 7% given higher offectiverl rat- ings by oeganisadons with W Direct mail marketing 18% 29% 11119 18119 gor budgets. to other words, the more money an organist- Hosting special events for prospects 15% 36% 18% 2510 don has to spend on any of of site consultants Mesa technigws, the more effective it boeonres. In feet Media advertising 14% 176,4 9% 29% organlxallons with budgets of loss d" $100,000 have wry e-mail marketing through the Internet 11% 705/1 6% 13% iitrie program money ~ Pq6 Ing slot saUd" and adairelob Contract public relations services 6% 72% 6% 195: live cosh. Very few of these organixatlons tell any of those international marketing trips 3% 62% 3% 10114 technigws hip* ashetlw. The notoMeetivsmatnstfng lelemarkelins 3% 68% 2% 10% (excellent m(nus poor) Ins. proves as the budget grows Domestic marketing trips by volunteers 254 68% 814 8416 for avert' one of these tech- niques. for examplo, media adverdsing's raft jumps Media advertising is probably the most controversial business atttactlon prospecting tool from because of its relatively high cost and its questionable effectiveness. It is not a1w ays clear •20%forwildest with budgets why an organization Invests in media advertising. For some, it is it means of identity ing under $100,000 to specific prospects through inquiries generated by "bingo" cards, phone calls, letters of 4% far those with budgets Inquiry, or e-mail responses. For others, it Is a medium for creating of changing an image overSS00,000, Atdrough add of the community. Sometimes, media advertising Is designed to support other marketing negath'e, this Is a big Improve. Initiatives such as domestic marketing missions. In past GSO surveys, most respondents ment. That makes sense, for said that the primary purpose or their media advertising Investments were the generation la offkdve rge ad ds wdtlr h VIM haslph ng calls repetllashtlort for of prospect lists. In this year's survey, that was the least Important purpose. The other two large o/ploeement objectives wen cited twice as frequently by survey participants. This shift is probably the result of the much bigger size of organizations participatins In the 1998 survey. Larger organizations with larger advertisins budgets on more likely to focus on image enhance- meet and ale more likely to have Integrated programs. A quarter of those 1998 survey respondents with an advenising program still have very small budgetsunder S5,000. one in six has s budget in the 55,000 to $10,000 range. One In rive budgets is between S t0,D00 and $25,000. Another one in six spends S2$,000 to $50,000 on advertising and the Use one in rive has it budget that is more than $50.000. Only this last group of economic development organizations commits enough money to r advertising to even consider an image advertsins program. i 2 The table on the next page presents information on tine frequency or use of several advertising media and on the perceived effectiveness of each medium. Survey Report • Psga 11 230 i 1. 1 TOGA! FCONGAdlG OEVE! t?PMENf t7RGANilA /lt7NS S11R4'EY RFPOR I 1 aaR a AD'# ERTISING MEDIA USED BY £.D. ORGANIZATION'S Economic developmentivilani• Terms: Percent orsumey respondents with advertising programs rations participating in this sur• Frequency of Us EttectAeness veyconcentratothelradvorsis• Advertising ing budgets lit fourtypes ofmo Medium Often Never Excellent Poor dia - local and regional bush ness magazines and nowspe- pan serving target geographic Local and regional business magazines 140,19 241s 794 s"* markets plus economic c l opmone and target industry Economic development trade magazines I I9s 22!4 30i 16's trade Journals. None have a not positive effectiveness raMng but Local newspapers in target markets 69s 4711 O's 91s local and regional newspapers and business magazines in Mr. Target industry trade Journals AN 300/0 29: 13eb get go"rophlo markets come _ closest National business magazines 1% 68% 29'a 1004 When asked whom they YAW spend additional busim ast all- V and radio in target markets 1% 74% 3% 3% traction prospecting hinces If they ware av81110610, Survey par National newspaper 0Y. 766/6 26,16 895 ticipants responded as follows Inflight airline magazines 0% 72% 0% tM,4 1 staff maderl"t; atpe SO a tntornot wen page it% Most economic development organizations lack sufficient resources to mount pror rams s atedta advaniatag 21% designed to identify their own business attraction prospects. They are entirely depen• 1 Trade shows ~sx dent on upstream partners who refer prospects to them. Even those organizations that do proactively seek to identity prospects rely on these upstream partners for a signiti• t , Wk rotation$ 34% cant share of their prospects. Tie next table derstribes the extent to which selected 1 01rettmasmaraauna s0% upstream sources currently refer prospects to these participating organizations. r rdemanseuna so% SOURCES OF BUSINESS ATTRACTION PROSPECT REFERRALS Clearly, economic dovolopon Terms: Percent of total survey respoodeota bellovothee they got their beef Source of Referrals onto Occaslond Never results when they can meet face to ha whir doelsion make State economic development agencies 51% 42% 794 t era In pmspecf companies of. 17C as. Marketlng trips are mod Real estate broken 33'/. 5894 794 entely expensive. orgeniza• Site selection consultants 33% 31% 1601 Lions with limited budgets can- not use We teehnigwe es much Regional economic development orgs. 28% 47% We as they woufdlike. At dte other tilitiea 24'S 49Y. 2795 oxbvm0, telemarketing Is rota highprfority. Local bankers SSS 46% 49% Clearly, state economic do velopmentagencies are the most important u pstream partners for the organizations participating in, this survey. At the other extreme, local banker are rarely it signifcant source of prospect referrals. The other four upstream partners are moderately Important sources. As Illustrated in the first table on the next page, there are significant differences Gam region io region In the Importance of these upstream partners as sources of business attraction prospect referrals. State agencies are the premier source in five of the eight regions but they are a secondary source in the Great A I l;- Lakes and Southwest and a minor source in the Mid Atlantic. Utilities are a primary source of referrals in the Great Lakes and New England. Site selection consultants are as important as state agent let in the Northwest. Real estate broken are a primary source in New England, the Mid Atlantic, and the Southwest. Survey Report • Pays 12 240 i I I M ~ I i it Survey respondents serving BUSINESS ATTRACTION PROSPECT REFERRALS BY REC[0! entire metro areas look Brstto Tetms: Percent of respondents In region selecting "often" in frequency of referrals state agencies (62%), and than to real estate brokers (38%) and Real Site Regional site consultants (38%) for fre• Region State Estate Consul. ED Utilities Local quentswMectionpmspeetrefer- Agencies Brokers lanes Orgs. Bankers rals. New England 50% 50% 25% 0% 50% 00's organiastions serving contra! cities or metro ernes rely most Mid Atlantic 104 43% 14% 291/8 2955 2941 on refanals from site consul. 4 Dots (67%) and state agencies Great Lakes 30!4 20% 20!4 33% 60% 105 (50%). Plains 75% 23% 38°/. 14% 0°; 0°: Suburban cities and counties within metro Areas most often Northwest JS% 151/8 75% 05'. 2354 04-: get referrals from state agen• Southwest 37% 43% 23% SOY. 70,11 N'• ties (50%) and real estele bro- kers (50%). Mid South 71% 30% 37% 29% 501/8 05, Small communidos In new or- South Atlantic 62% 05: 38% 38% 0% OY. ess tend to haw smeller bud6 mmmosond gob an there/or moat In need The GSO survey asked respondents to evaluate the use and tiTcaiveness of various of upsir"m nAsrmla. Unflortsl• forms ormarketing materials and promotional literature. The next table summarizes the nately, tffiose responding to fhb respxues from all parlicipants. By far, the most effective means of telling a commu- staveysayMstnw*ofdNso ni 's sto is a ca acs to uick sources are reJfeble per"". Q ry p t1/ 4 b Wce a tailored response to inquiries bore Those men often died for h* p"aspects or thW consultants. The other two most 6equently used promotional mated. quent rdarrals Are state egon• als are general brochures about the community and printed fact sheets that update key etas (f 8%), (Deal bankem (18%), measures of business climate. Brochures are usually printed in volume with a shelf life and utifldss (f4%). of at least a year. Fact sheets are usually updated at least quarterly and sometimes monthly. They are typically mailed to a muter list of site consultants and prospect companies. They get,relstively good effectiveness ratings but are judged to be excellent Three typesofmarkwooMate. tools by only half as many survey respondents as Is a tailored response capacity. rials are used by mom than half Independent reports that compare business costs Wally to those in several competing ofsurveymspondente - a tah communities art considered efTalive but used frequently by Just one in five organiaa- lord response capacity to spe• tions surveyed because of the we expensive. Oft Inqubhs' generel MARKETING MATERIALS USE AND EFFECTIVENESS brochums, and leaf shtsete. Videos are dacflning te sae terms: Percent of all survey respondents . CompsAer CO•ROAd and floppy disks am rarely used because Promotional Fregneecy of Use Effectiveness they are very expenstw. 60 1- mkk gffb are rarely used be• Materials ORea Never Excellent Poor cause they are not consldaed eNeetiw. Tailored respons•1 to Inquiries 77% 1% 6654 1°A General business climate brochures 64% 8% 33% 2% Fact sheet with business climate updates 57% 10114 431,1s 0% Independent cost comparison reports 21% 36% 24% 3% Brochures designed for speciAe Industry 17% 47% 20% 3 r Video about comm uniry 9% 41% 61,10 224 ( A anputer CD-ROM or floppy disk 3% 86% 3% 64: VM mick SHU used in direct mill mkt. 1 % 81% 0°A I S!4 sufvey Row • Page 13 25B L' iiC r f ? J Incentives utilization varlet by Perhaps the most controversial aspect of business attraction programs is the use of 4 region. Skills training is oft n incentives. Called corporate wtlfare by their critics and Investments by their advo- u Northwest sed by region, as follows- cates, incentives are designed to improve a community's competitive position in the On Was too% lax pursuit of desirable business investments, In GSO's survey, ire asked local economic South Atlantic is% development organizations to describe their use of ten common incentives and their piarrs 75% assessment of each incentise's effectiveness. Their answers are presented in the next Mid Ananttc ai% table. Mid South six Sourhwat 55% BUSINESS ATTRACTION INCENTIVES - USE AND EFFECTIVENESS Now England 50% Terms: Percent of foul survey respondents Tex credits are often used by region, as follows - Business Attraction Frequency of Use Effectheness Plains q% South Atlantic N% Incentives ORen Never Excellent Poor Southwoal Stt% Mid Adantk 43% Now England 28% Worker skills training assistance 66% 7% 61% 24, NonMwal 2S% Mid South 23% Groat Likos 24% ax credits for job crealiom'capital invest. 39% 26% 404A 1?4 Tax abntamanb an of in used by region, a follows: ax abatements 39% 32% 48% 344 dread Lakes 10% _ AHQSnuth 44% Infrastructure financing (road, sewer, etc) 36% 11% 54% 1% Mid AVAntk VIA P41"s sli% Subsidized land and building costar 25% 30% 43% 1% Now England 28% NorehwNt 2s% Soudr Idanlic 11% ow cost business financing 23% 17% 30,15 7% Southwoal 13% fnhastructun financing ft often Industrial revenue bonds 17% 2495 3495 5% used by region, as Aoki s - for low cost financing Gnat takes 8" Prins SOX ax Increment financing 13% 38% 24% 315 Northwest Sa% South Asenlle 21% LRebatcs ayroll taxes 6% 76% 13% 2% Mid South 21% Mid Adantk 21% spouse relo cation assistance 3% 63% I IYa 29k Now England 23% Soulhw`st 33% Leadd bulltgngcost wrfte• Labor force availability and quality is a top concern for most companies today. It downs an otfian used by re- therefcre follows that skills training assistance is easily the most frequently offered gion, as follows- Incentive by communities responding to this survey (669). It Is also rates the most Plaint Se% effectve Incentive by these respondents. Three cost reducing incentives are frequently Mld,ldantk U% uRered by at least a thud of these respondents - tax credits, tax abatements, and 1 low South e% Infrastructure financing. All are given excellent effectiveness ratings by at lean four in New England 2S% ten respondents. Four more cost reducing incentives are frequently used by or least one Southwsat 11% In six respondents and are rated highly effective by at least one in four writedowns SoudrAdantk t3% on the cost of land and buildings, industrial revenue bonds and other below market Northwest a% rate debt financing, and tax increment financing. The least used incentives are rebates on payroll taxes and relocation assistance for workers and spouse;. The first is authorized only In a handful of states and the second is considered too esoteric by most economic development organizations. Clearly, all Incentives are considered effective by a very large share of organizations t that use diem. Even the little used worker relocation assistance and payroll to% rebate A incentives art given excellent ratings by at least five times as many more respondents than give them poor ratings. The most popular Incentives have "excellent to poor" ratios of more than ftncen to one, i Survey Report • Page 14 268 s 1 fCOhOM1COfVfiOPMfNTOR,AN1 ATlONSSiRV yR PORT 7771 A Economic r'ev pmentorga• Sinn skills training is the most popular and most elTective business attraction incendse. nlzations'sitalualron of skills 6SO asked survey respondents to evaluate the performance of the four principal sources training organi2adons vary by of this training - community colleges and other two-year postsecondary institutions, region. Communhyeod;tges skills training programs administered by state govemment agencies, programs adminis- get the highest marks In she tered by local skills training organizations funded by the US Department of Labor, and South Adande aM the k2west local high schools. Their responses to this question are presented in the next table. ratings in the Southwest. The share of respondents rating 2• PERFOR.`rIANCE OF ORGANIZATIONS PROVIDING SKILLS TR.UYING yearc'.~iNrges as outstanding Terms: Percent of totatsurvey respondents skills "Iners for industry are Orgenizatios Oubtasding Average DeBckdt South Anmtk fa% Now England ts% Community Colleges and Sg°ia 3694 69i Northwest 23% Technlc9lInstitutes A(jdsouth 11% PAMs a% State Agency Programs ?694 SS'/a ^I9°.: MidANenrk SO% Gnat Lakes !o% Local MutprwerAgency Southwest 43% Programs 17% 7044 We Reglonai vadtstlons in tha Shirai rating Whiiprog•ama Local High Schools 1151 61K 2894 as oatstanding- Mid Atlantic suss Ccmmunity colleges, technical Inst]tutes and other two-year Institutions that offer Now En W% associate degree granting programs, tailored skills training, and continuing education SaiaSOUd 730 1% courses continue to be the best source of worker skills training far prospective employers. Mid li Northwest ts% ALnost six in ten survey respondents rate them colleges a excellent. Specialized training Southwest 20% coordinated and funded by state government as-ndes get excellent ratings from a quarter Plaits 1214 of out respondents and arc considered deficient by Just one in five. Local tra'iis4 Great Lakes 0% agencies funded b the US De artmernt of Labor by p (private Industry councils or she new Regions) varfations In ft workforce investme..,t boards) are considered excellent sources for skills training by one shares raft PICS Of INIAs as in six survey re"ridents and deficient by one In eight Local high schools are least likely a ng - U% to get good grades as skills training organizations - one In ten economic development Mourn A!lantk 22% organizatieas say they are oautanding while more than one in four call them deficient. Sosuhwest t%t As illustrated in the column to the left, community colleges and other twt, year Institu• f J 14 Now England 0% tions capture the biggest share of "oulstanding"evaluations from « anomie development f Great takes 0% organizations in seven of the eight US regions even though the shares range from a high Northwest e% of gS percent in the South Atlantic to a low of 43 percent in the Southwest. A bigger Mid South share of Mid Atlantic respondents (57;4) rate state programs As outstanding but the Reglonal wrtadons In t5» community college shun (304/9) is almost AS high. State agency sponsored programs are shares rating local NO the second best sources of skills training in four more regions - New England, the schools as "Isndng- Northwest, the Mid South, and the South Atlantic. Local high schools are rated j "outstanding" by the second largest share of respondents in two regions - the Great G»nf takes Acid South fe% Lakes and the Plains. US Departrnent of Labor funded local manpower programs get the touch Atrantk lin second highest shoe of outstanding ratings in the Southwest. Southwest M NowEnglmtd 0% Local high schools are most frequently evaluated AS "defielent" sources of adult skills MroAdenrlc 0% trairtng for industry In four regions - the Mid Atlantic, Great Lakes, Northwest and No'Awest Mid South. Local manpower agencies are most often called deficient in Neu , tgland and the South Atlantic. State agency sponsored programs get the most ^ ficlrnt" eva:uations in the Plains and Southwest. Overall, tailored skills training programs for local companies and for new facilities attracted to the area get the highest rains in the South Atlantic - 45 percent of all r h types of providers arc rated outstanding compered to 13 percent evsluaf:d As deficient, yielding a net positive index of 32 percent. The Mid Atlantic has the near best skills;. training resources (a net positive index c 2691), followed by the Northwest 1904). New England (+1394). the Southwest (+1214 t, the Mid South (r74A), the Plains (-6'a) . She Great Lakes (•12%) Is the only region to th more deficient then outstanding rsaiuations. Survey Report • Page IS 27B k L~ a The use of specific retention Bto LSINESS RETENTION AND F\P eir .Almost nine in ten surrey andexpanslon Initiatives respondents are e th the leaad d agencies in their com communities on programs designed varies by type of area served help local business establishments survive and prosper, This is zbout the by etonorniedevelopment or- same as the share that are lend agencies in business attraction programs. While gantradons- attraction programs are more expensive and get more public attention in most Entire metro areas communities, economic v italiry is more dependent on the performance of companies Early waming system o% already located in the area. Further, business attraction initiatives cannot be very SAIN trarnrng at% suceessNi ifexisting companies are having difficulties doing business in a community. gutlness c3mats lobbying as% Laweostrmancinp 29% We have already learned that more than seven in ten economic development rechnicefaasistana 20% organizations are heavily involved in programs that assist existing business export assistance 27% establishments, regardless ofthetypeoforganization,thetype ofcommunity they sent. Govt proeursmenl 14% or their budget level. We have also learned that organizations serving "inter cities and Labor-mgmtcouncils 14% rural communities are most likely to be heavily involved in these programs. Further, Can for eides In M organizations with smaller budgets are most likely to focus on business retention and Early warning Sys lam 100% expansion. There are good reasons for these patterns of organizational behavior Center SANA s+ining a% cities and rural commut.itiel tend to be less competitive locations for new business gualnass c0mals lobbying 01% investment. Their economic viability Is especially ddependent on keeping the business Low coil Mra Sa% rechicks hnkai uslstan srance 0% establishments they already P~ have and on helping them grow locally. Organizations with Export aaislano4 e% small budgets lack the resources to mount aggressive attraction programs. They do have Govt procurament e% the resources needed to help existing businesses grow locally. Labor•msmrcouncils 0% Survey respondents were asked to evaluate their use and the effectiveness of eight Suburbaill a common business retention and expansion program approaches. Their answers are tarry warning systsm N% summarized in the next table. The most frequently used and most effective initiative Is skills rrskiing 411% ausAnsusClimate "Itying 319 a business climate problems early warning system. This makes sertse. An economic Low costMtiaeBrg 21% development organization cannot help solve problems if it does not know they exist. Export assisbnes to% Skills training assistance is the second most popular and effective program but it is used GOrt procunmsM r% much less often in retention and expansion than in business attraction. The same is true Labor-mgmtcouncps r% for providing low cost businrl financing In expansion projects. rethnkNassralanes 0% BUSINESS RETENTION Ar EXPANSION INITIATIVE EarlywsmMpaysnm So% UTILIZATION AND EFFEC MENESS Low tollMancirs So% Terma: Percent of told survey respondents skyla training 40% Frequency of Use Effectiveness sualnsu Nhnstelobbying 21% Business Retention k Expansion Export assistante !t% Tsahnkofasalliance 18% Initiatives Often Never Excellent Poor Laber•mgmteotmcsa r% Gaut procuramort 0% A system for identifying Local companies' 34,5 7% SlYs i°: Eaty warning systems are business climate problems most common Incon0arcly Providing skills training assistance 44% 20% 46% 1% and entire metro area orWP to dons. Skills b»lning and lob providing low cost financing assistance for bying are most noon used In expansion of existing facilities 32% 30!5 404,4 3': conter eitia. Lo w ediat ffnane• ing is most common in now Lobby ing for needed 31% 11% 33% -s; communities. business climate Improvements Promoting export growth 16% 36% 9% r l3di for local companies Providing millet &technical assistance INS 30% 13% _ :di` r, Sponsoring labor-mgm4 councils 8% 76% 8% go; _ ! r Providing assistance to companies seeking 6% S7% 3% Is government contracts Survey Report • Pago fig 28B S~ ItOCA1 f An early warning system that There are also significant regional differences In the use of business retention and IdendBes business climate expansion initiatives. The next table presents the shares of surrey respondents citing problems In Individual local frequent use of each of these eight programs, companies Is the most fre- quently used relandon and ex- BUSINESS RETENTION & EXPANSION INITIATIVE pansion initlatlw In six of the UTILIZATION AND EFFECTIVENESS BY REGION eight regions -ail except the Terms: Percent ofsunry respondents using Inirlatise'ohen" Mid Atlantic and the South Af- lande, Retention & Expansion rnltiathe NE `IA GL Plains for the Mid Atlantic, low cost A. A system for identifying local companies' naneingfour expansionprojects business climate problems 431' Is the most used technique, fol- k wed by skills trafrringand Providing skills training assistance 11!4 31!1 40114 3811 then an early warrsfng system. Providing low cost financing assistance for ° ° ass South Afafaiance nce Is expansion of existing facilities 50% 60,1 38,1 training the South Of most frequertdy used technlquat In Lobby ing for needed 15X 14% 30% 3li rode lonandexpansionpm business climate Improvements grams, followed by lobbying for broad business climate fire Promoting export growth 2 % 29% we 13% prevomenb. Early warrdng sys- for local companies items are a dfatant d" *40 low cost AnaneJng andexpoidassle- Providing mgmt & technical assistance 2% 0% 100/1 11% (Nice' Sponsoring labor-mgmt councils 25% 206/e 20814 2$X Skills "Jill g assistance is dw providing assistance to companies seeking second more frequently used 0% 14% 0% 0u technique In sewn regions, in overnment contracts addldon to he top looking In fie Rete■llon & Expansion fat ladve NW SW MS SA South Adandc. in addidon to Its lop rank in the system for identifying local companies' 29„~ MldAdandc,lowcWfManckv business climate problems for expansion pr%ets is ded Providing skills training assistance 150% 37% 43°.1 with skills treinlng ss dw sec• and most common reteMkn Providing low cost financing assistance for , , and expansion Intdat/ve In Vito expansion of existing facilities $OX 20.5 21.4 29111 Gnat Lakes, Plains, and Nor& west obbyIng rot needed 2SY, 79% 79°1 63°. Bustness climate tebbyksg to business climate improvements 9% among lithe second most coos. Promoting export growth 2SX I3X 21!1 29'5 moo fecholgwa In New Eng- for local companies farrd the Plains, and dre South Atlantic. Providing mgml & technical assistance 25X 7% 29% 1011 Sponsoring labor-mgml. councils OX 3% 011 414 Providing assistance to companies seeking 0115 3% 21!1 0115 government Contracts About 20 to 23 percent of economic development cganiutions in the Northeast and Midwest sponsor labor-management councils to Improve relations between organised r labor Lid their employers, This technique is rarely used or needed in the South and r ' West. Government procurement assistance it rarely used in most regions. The excep- r - lions are the Mid South (one In five) and the Mid Atlantic (one in eight). A minority of organizations In seven regions offer management and technical assistance to help area businesses prosper. In most communities, compahniea prefer to stied their own consult- Ing assistance, Survey Report • Page IT 298 mod a i The choke of entrepreneurship Summing up, most economic dev. opmem organizations have an actise retention and inidadvesfrequentlyusedby c%pansion program but those serving comrr„niilcs that are less competlrise in the economic organizations varies pursuit of new investments put greater emphasis on these activities !`-lost retention and according to me type Ofcommu• a%pansion programs are based on an early Naming system that identifies issues nitytheyserve threatening local facilities or restricting their expansion potential. The most common Entire metro areas initiatives designed to respond to identified problems involve skills training and low Ombudsm:n 2a% cusi financing for expansion projects. When several companies base a common Low cost debt Mincing 29% business climate problem, that issue becomes the subject of lobbying by the economic Technical uslstanco 29% development organization to change government policies or to alter the policies of area Arrange equity Mincing 1404 banks, utilities, real estate developers, or other private entities that infuence the Business incubators 10% business climate. Initiatives designed to expael markets for area businesses ate less Centers ties ofRAS oflen used (e.g., government procurement and export market expansion). Initiatives Ombudsman 20% aimed at internal company operations are also less popular (eg, technical and Techoksfassistance 20% management assistance, labor-management relations), Arrange equity pnancing 20% Low cost drN financing 0% ENTRE PREN EU RS HIP PRO%IOTION. Some obsen ers contend that many or 9usM411111 Incubators e% even most new jobs In today's national economy are generated by emerging new Suburban communities ventures creates] in recent yeah by entrepreneurs. GSO does not believe that Ombudsman s4% new ventures produce more U,an 10 to IS percent of the new jobs in most local Arrange equity Mincing 21% economies, but we do believe that entrepreneurs make inpatient contributions to a Technical assistance 14% vibrant economy knd deserve attention from economic dev; lopment organizations. The Low costdeetflnaneMO 11% 8ushneu brcubarare 11% problem Is knowing what to do. Rural aS We ssktd survey respondents to evaluate five activities sometimes read to promote Low cost debt Menciag 22% entrepreneurship. The neat table summarizes their answers to these questions. A third ombudsman 28% of all respondents say the frequently serve as ombudsmen for entreprenet n in their Arrange equity Mincing 1t% dealings with goverrumem agencies. Another $2 percent, occasionally play this rota Technkdassistance a% Three in eight respondents call this initiative an excellent way to promote new business euskmis incubators t'% ventures and almost all of the remaining respondeuts give it an average grade Debt and Cantor ciditsare least likely to equity financing are especially important to entrepreneurs. About one in fise survey employ any of these en- respondents provide some form of low cost financing assistance and one in six Lapreneurshippro'rrodoabdtla• fxilitates sexes, to ignlty financing. One in six also coordinates the delivery of Lives frequently. management std technical assistance designed to help entrepreneurs Ivepart business j organizations sirvblgsubwbers Plans that satisfy triNtrours and lenders. All of these Initiatives get high marks for cities oreountla an often om• effectiveness firm a sixth to is quarter of all respondents, In the Eighties and sang budsmen for enbeprenews but Nineties, business incubators were very popular among economic development organi• are fns likely to provldr any zations searching for ways to promote new business ventures. Their popularity may be form of directal"Istanee. waning. Just one in twelve respondents to this survey actively sponsor incubators. One fn thrw orpanhablons sere ENTREPRENEURSHIP LNITIATIVES UTILIZATION AND EFFECTIVENESS Ing rural areas acts a an om- Terms: Percent of total ssrvey raposdeata budsman and a a pris~ of low cost debt ffnani:114 Just tine Frtqueocy of Use Effectiveness In ten often 00W forms Of as- Eatrepreaeenhlp sistance. Initiatives Ohee Never Excellent Poor Help entrepreneurs deal with 34% 1455 31% : government bureaucracies Provide low cost debt financing assistance 21% 37% 23% ! r Help entrepreneurs find equity financing 15% 29% ISIS 3's d Coordinate delivery of management and technkslassistance iS55 3355 23"h oe'. Provide business incubator space 8% 74% 1$ :r v Survey Report • Pape IS 30B E _ f LOCAL ECONOViCDEyIFLOpWLNloacANIZAU Ss11RVEyfMT rgg~ Aetirg as an ombudsman for There are significant regional differences in the use of entrepreneurship promotion entrepreneurs is the most fro- initiatises. The next tabie presents the shares of survey respondents citing frequent use quent Initiative of economic de• of each of these fee programs, velopment organizations in 7 of the 8 regions and& Secondary ENTREPRENEURSHIP INITIATIVE UTILI7.,MONAND EFFECTIVENESS ac Wry in New England. BY REGION providing low cost debt Anane• Terms: Percent of smveyrespondents using initiative "often" Ingfvnow ventures Is the top Entreprtneurshlplnltlative NE MA GL Plains ac tivity In New England an d tied with the ombudsman function In Help entrepreneurs deal with „ two otherroglona (Plains and government bureaucracies 25 s South Adentie). It Is the second most popular entrepreneurship provide low cost debt financing assistance 29% 11% activity among economk cievel• opment organisations to three Help entrepreneurs find equity financing 23% W/o 11% 1399 more regions (Mid Adantk, Mid South, and Morthwesy, Coordinate delivery of management and 23% 28% 13% Chambers oftommoreeare technicalusistance most flatly to fregLWUy perform provide business incubator space 0% 0% 1 Ile 09e these onevpre•naudor support sctlvlues - Ombudsman 12% Entrepreeeursblp Ialtladve NW SW MS SA Arrange aquay flnenoing u% rechnkaruahsenee 87% Help entrepreneurs deal with Leweeatdoor /ManeMP 30% government bureaucracies luMeaaMeobaton 1191 independent non prolk organ! provide low cost debt financing assistance 25% 11% 29% ZOOMS are also aedri: omeudaman u% Help entrep vneurs find equity financing 23% 14% .19% 014 Low doll debtlfneneint N% reehakel aublmee 45% Coordinate delivery of management and , Arrange equity Wnclno tr% technical assistance W,4 14% 21-v 0!S luaMuerneubstors 1rK _ Chambordinkod non-tomft of Provide business incubator space 0% 11% 14% 14;4 ten engage In., Ombudsmen H% fechokelsathlenee 45% Not surprisingly, chambers of commera• us most likely to serve u ombudsmen for Amnoa equnyf encing dz% local new ventures in their dealings with government agencies. But it is something of eMeae Neubarore 13% Low a surprise that three-quarters of local government economic development agencies La eaaf deerfManeMg 0% panicipating in this survey have accepted this role u well. Local government sperralet Two In three chambers of commerce firequently help entrepreneurs find equity Anent- most of es engage In, In g. comparison, asst one In three other non-ill or government entities provides Ombudsmen to% g' By ) Protow toil dealnnaneMg 4594 such assistance on a regular basis, Conversely, two in three independent non-profit luslnasIncubarare ta% economic development organlzs ions have programs offering low cost debt financing fechnkoleaaler ed tl% for entrepreneurs, considerably more than the four in ten chambers of commerce or Arrsnoo equity Manabrg it% government agencies with such programs. About haif of all chambers and other non-profit econmie development organizations have programs designed to provide management and technical assistance to en- trepreneurs and new business ventures, lust one In ten governmental economic development agencies attempts to provide such servks,'Mere is less difference among types of organizations In the last entreprenaarship promotion activity - bushes Incubators, Local government agencies are somnvhsl more likely to operate such facilities than are chsm"m or other private non-proft organizations. I f Summing up, local economic development organizations am still not hesvliy engaged ~r In promoting entrepreneurship, At most they try to creels shatter environment fornew ventures and to provide some modest support services. Survey Report • page I g 31D i I h , AN economic development or. RELATED ECONOMIC DEVELOPMENT ORGANIZATION ROLES. The gonieao'ons serving central previous sections of this report has explored the primary responsibilities of an cities of metro areas are lead economic development organization - those that are directly imolsed in the agencies forSuit tegle planning. creation or retention of jobs and tax base for its community. These organizations often 9 in to Organize dons serving are involved in other related activities. GSO asked survey respondents to describe their entire metro areas an strategic level of participation in three such activities - strategic planning for the communiry's planning leaders and the rest economic fume, building community support for economic development initiatives, and playa strong support rot. Just designing and executing skills training programs for the community. Their answers are suburbs lrtubur rbs andorgan!rurtrefanor serving s an are summarized in the next table atrategk planning leaders and f More than eight in ten are community leaders In both strategic planning and in in 20 plays lltde or r.9 rota In communicating with stakeholders throughout the community to maintain strong support this ocdvity, for their program goals and objectives. Even though workforce preparedness is one of the More than 9of*very f0pdvah most important end perhaps the most important business climate Issue facing most non-prolN economk develop communities, Just one In six economic development Is the local leader in designing and meng organirsdons (Including implcmenting local skills training programs. The good news Is that at,c.:t:r 37 percent chambers of Commence) are say they play I strong support role In this p ngram area. Nonetheless, more than one In leaden ofobehgk planning four say their participation is limited or nonexistent, orr !n their co dea g psire rho n ADDITIONAL RULES FOR ECONOMIC DEVELOPMENT' ORGANIZATIONS Thet an strong partkfpertas. Less Uran ,t In f gowmmertt Terms: Percent of total survey resPasdesu econrmk development ages else fake the lead In elrehgk Comma. Strong Limited Not prenring and f In 10pkyMid@ Role airy Support Portkips- Involved or no role. Leader Role tioa Econemkokim,lopmWoripai Economic development 14% 13% 2% 1% totMns In Me northern hs#of strategic planning d,e radon an a tittle move Hkely euilding community support to be eommunlty leaden In for economic development 11% 16% 14% 1 , s strstegk planning =62 dr eormhrparb In Me at Designing and delivering skills train- 16'A Sits 204S 7!i toast 95% are leaden In so In rorem parts of the maws except Cal, forms when this than takinga All prival~ non-profit economic development organizations (independent entities, food drops to ?7%. chambers of commerce, and non-profits closely linked to che.mben) either lead (931/4) ~ At fees( g in It an also leaden or strongly support (7%) efforts to build community support for econom lc development In building comas support Initiatives. Just two-thirds of govemment economic development agencies are leaden in urilly foreeonemk devNapirlieft this undertaking white one In four play it strong support rob, for their private sector fah In live /colon fora( partners, One in ten are not Involved in this activity. ItAksts, Plains, Nortlewbt Mid At lead three-quarters of all economic develor.inenl organizations serving entire South, and SotMr Adonde)' metropolitan areas, their central citles, or rural communities ploy at lest a strong role In the design and executive of local skills training programs. Organizations serving suburban enmmunkles are somewhat tens Involved In this activity -just six in ten are elthef leaden or strong supporters, Economic development organization Involvement In the design and delivery of skills training programs financed by tf:a US Department of Labor varies by region. The shares of respondents reporting either a leadership or strong support rote In the GSO survey are as follows - New England (I006,4), Great Lakes (90%), Mid Sour.4 (86s). South Atlantic (75%, Northwest (73b4), Southwest (63ht), Plains (63K), and Mid Atlantic r (37%). In the Northeast (New England and the Mid Atiandcl, u least one in four r , respondents plays m leadership role in the design and possibly the execuilon of programs t r that address this critical business climate Issue. One in five (ley a lead role In the Great Lakes and the Mid South. One In six Ism leader U the Southwest and one In eight plays a lead role in the Plains. Economic development organizations responding to this i survey are never leaden In the the Northwest or the South Atlantic. Survey Report • Pope 20 328 i r 1 In fAAB, labor loneprspared BARRIERS TO SL'CCESSFL'L ECONOMIC DEYELOPMF.NT EFFORTS. mass Is clearly the most slgnif- Finally, GSO asked sunny respondents toe, eluate ruche potential barriers to cone border to theralirationo/ the realization of their communities' eeonrmie development objectives. The economic development objet- nett table presents their answers to thew questions, rives for most communities. More than three in four survey BARRIERS TO ACHIEVING ECONOMIC DEVELOPMENT OBJECTIVES respondents rill access to Terms: Percent of tutal respondents Wiled workers a major Concern and half say that ateesa to any 0uslnessClimate Lese! of Trend workers is a major constraint Concern Direction Just one inreneommunhfa Issue Moder• Getting Celting haves little or no concern about Major ate Better Worse access to workers, skilled or not rho good news Is bUt their Access to workerswith needed skills 7844 1444 36.4 2944 are more respondents who think for li wage jobs access to skilled workers li Ong btfer Man who think chimp vailability of em ploy able workers 5014 35% 29% 3294 are getting worse. Thor bad mows for any jobs is that "moral worker avalkebil Quality of public elementary and e e Iry ie not secondary education systems 34% 44% 44 /0 10.0 I In J respondents have rrryor Business red state availability corteeme about another Issue (land, vacant bullt space) SOY. 3194 22R 29.4 related to labor force prepared mess - Me gualhy of K42 adrh Quality and stability of local leadership 21% 32% 22% 19% ea den. Forlursatey, more M _ spondksnes think their adutodon Access to affordable ha. ,,ng 26% 41% 21% 24% systems an grating better than getting worse. State and Iocal tax burden 211% 4194 239E 16% Three mom bashnaa eAMate issues an a major eonearm to Access to goods and passenger 21% 43% 27% 17% Mors than ones In four respon• transportation services dots - seass to businaa'real Environmental protection costs , . e sebfe pndwtrMJ land vacant and development mtrictions 2D% 40% 12% 17., Industrial buridrngs, vacant Cie" A and Class it oA'ke Community opposition to . 0 space), access to aRbmdablo development and growth 15Y0 31 4 1095 21e, housing Mir workers, and the gwMyandsbbityofkealkrad- Worke'compenution 11% 44% 33°4 Ili arship in ON puwk artd Iris pri Insurance costa _ vote soctorl. Aceas to bust- Rate relations 554 2394 1594 29s Haas real abb and to aMad able housing Is patting worm. to past surveys, a significant thus of respondents expressed major concerns about several business coat Issues - tax burtim worker compensation costs, ate, In 1998, quality issues u4 of much greater concern - labor fore quality, education quality, business real estate quality, leadership quality, and housing quality. Just one In five respondents has a major concern about the cow of complying with environmental protecti:,e regulations or the impact of state end local taxes. Only one In ten says that workercompensnion Insurance costs am a major concern. More respondents think that two of these cost Issues are improving them think that they we becoming more serious - tax burden and *cocer eompansstion insurance costs. The trend Is negative on rr, ` lit, '0 environmetstai protection tofu. t l I c' At east one in four respondents say that four berries w of increasing conacrrs - access to skilled Morkers and access to wukilled and seml-skilled workers plus availability of business real emote and affordable bousinfil. All four problems its the product of a strong economy. - - Survey "A • Page 21 33B a One way of measuring the d6 Business climate barriers dit1er by type of community and by geographic region Access reedonIn which concern fora to skilled workers is the sop concern for all economic devdopmcnt organizations, business climate Issue is mov regardless of community type or region of the country, but concern over other uses Ing Is to subtract the short of varies, The nett table presents variations in the shares of respondents calling thew respondents saying It Is gentling t% c h e bu siness cl i m ate issues *'major concerns", wont from the share saying It It getting better- a measure of BARRIERS TO ACHIEVING ECONOMIC DEVELOPMENT OBJECTIVES "not frond direction", BY TYPE OF COMMUNITY SERVED Organizations aerving parts or Terms: Percent of response In community type citing 'major concern" all of metro areas give these Buslneslclimate Entire Center Suburban Rural business climate Issues thefol. Issue MA City Area Area towing trend dlrtctlon ratings - woraereomp costa .33% Access to workers with needed skills 91% 100% 70;5 71016 K-12 aduuQon quality .a% for high wage jobs Race raratlona •20% rrensponatkn servkua 0% Availability of employable workers 64% 67% 47;4 3946 tradership quality •s% for any fobs said a kcal ter burden N% SkAfedwarMn 0% Quality of public elementary and 4145 3346 3344 29°5 Invirolanmworsens worsens Cents ' 7% M secondary education systems 1tRVirn • auaMess real estate •1411% Business real estate availability „ eommunny opposition •21% (land, veeehl built space) 14% 33% Me 43 . ARordWehousey 27% Organizatlione serving rural au r, and stability of local leadership 14% 67Ys 33% 2Ple esa give Mete bualmua elimm tssuea this Micitidng brand olrae• Access to affordable hour rag 9% 6045 37% 21!5 don ratings K.11 oducadun quality *20%% state and loci! tax burden 27Ya 17% 33% 4% Wonssr comp costa _ tsadanhrp gwlry Afforda6Nhouelog •14% Access to goods and ten get 18% 3355 21„ ,e 40010 Pacatehuons 0M transportation services Sailed worasrl 011% Envhonmental protection costs elate a kcal ter 6urdeh H1% 14,18 17% 301,6 14°5 Communryeppeskkn 0% and development restrictions EevlroRrMRalcosts •4% Gansponsuon services •3% Community opposition to 945 r7K 2045 21% aus✓nna real slats •t% development and growth Avasasis woraMa •7% Rural artss are garterallyIs" Worker compensation 5% 345 I1Ye I t°; concerned about mat of Mess Insurti costs barriers and are more PON" Race relations 9% 20% 1Ye b°4 about Moir Irartda. 77ties erceq dotes Ile lira bualneaa reef aa• cote avallabl!li fsadsrthlp qual• Subtnban and rural communities are less concerned about labor availability than center lty, mansportadon servke s, and cities or organizatlons serving entire metropolitan mess. Conversely, metro-wide increased oppalelort 10 grawNe. entitles worry less about business real estate availability, access to affordable housing, quality of local leadership, transportation seem or communlty opposition to economic development. Perhaps this Is because they serve braadet areas and have more choices of sires and nelghborhoods with which to work, Center city organisations worry most about leadership quality and liability and afford- able housing in addition to labor availability usd quality. About a third of all suburban organizations have major concerns about most of these barrien, except labor quality and availability which worry more and the last throe issues in the above table which worry fewer organlzstlons. In addition to labor quality and availability, rural area 1 J. \ worry most about business real estate availability and ttansp"lon services. The table on the next page presents the shun of respondents In each region that consider these Issues to be "major concema", Survey Report - Pogo 22 348 i L 0 .A ONOMI . D V OPM NT OR ANUAflONS C 1Rt' YRfpORi t 998 t. Survey respondents from New BARRIERS TO ACHIEVING ECONOMIC DEVELOPMENT OBJECI IVES Enghndreport a worsening BY GEOGRAPHIC REGION condition in five business e11• Terms: Percent or response In community type tiring "major toner rn" mate factors - EnvlronmonulCosts •fp% Business Climate Issue NE M4k GL PL Communnr lly i0 War* or a•, !°Ou' Access to skilled uvrken 100% 11% 9006 68°: X-12 ed"evoll quailry •t2% Access to any c orkers 75% 37% 3004 5011, _ Leadership quail!), 4s% The Mid Atlantic has just dne K•12 education qusli•' 9014 29% 104 25% detedonednQfeetor- Business real estate availability we 43°4 10s; 1314 Five business climate factor Woraaareda6aay 'M% lomWImunity t), and stability of local leadership 30% 43% 20% 25% ar getting woks in the Oral ss to affordable housing 014 29°,4 a014 251; Lakes region- and local tax burden 23% 2914 20% ~t11% wordaavaaeaaay •4011 Eavtronmentalcosts 40% portation services quality 25% 29% 0% State A total tax burden onmental P~ectioncol$ $0% 29% 1014 13% Community support rt •,la i-us Stipod woreu aensa •10% opposition to development 25% 14% 1014 0% Throe bus/MSS c1lrmid helots ter gating worse in the Plains Worker compensation insurance cosh 25'4 29% 20% 014 Race relati S% 0% 10% 014 Worker avaNeaany •11% teadorshlpquatNy •!J% eviletMCtimetafssee NW SW MS SA State a keel taste •}y% ecru to skilled workers so% 7155 71'/~ I00'/e Trio Nortirwvsl sports no defstf orating bushrea s climate hc• Access to any workers $0'/e <S% 31'/e 6314 tore. K•12 education qusltry 00/0 3614 3614 50% ' Four business climate metdr Business real estate avoiL^siliry $014 391A 36% 25% are golurig worse in ft Soulths• Weal- Quality and stability of total leadership 0% 36% 21% 13% blsal gang •2~ Afrordeeh housing •>f?!f Access to affordable housing 23% 32% 21% 014 AMoN Communhy support • 11% State and local to burden u'A 19'/e 29% W, Transportation services dp% Fin busineae climate helots Transportation services quality 0% 32% 14% 131,11 are getting worse M the Mid Environmental protection costs 1S% 26% 14% 011 South - ousineee real gate" Se% Community opposition to development 0% 26% 11% 13% Community support •30 Worker eompensatIon lnsurtnc0costs 0% 104/0 7% 014' Wortorovamolift d}% alate akca)Wq •2!% R1ClRIWGN 014 14% 15% Envoonmenblcoeb f% rwo business erimiefe hater Ace am to skilled workers is the top concern of ecotwmle development organizations In ter getting wore In title SofAft all regions. General worker availability is the second most serious concern in seven or Atlantic-- the six regions, 411 except the Great Lakes when IN paucity of affordable housing is Warta aveaeaairy 2 eummunaysuppers the second moss significant problem and New England when gsaliry elementary and I3 ! secondary education is a major concern, Education quality Is also a major concern for half or the respoaderts from the South Atlantic region, Half of New England's respondents have major concerns about two room factors - leadership quality and ~i tnvironmental protection costs Half of all respondents from the Northwest express major eoncertu about business real estab availability. Issues of major concern to 40 to 49 percent of respondents in a region include business real estate (MldAtlsntic) leadership quality (MidAtlamich affordable housing (Grew Lakes), and general worker a4labllity (Southwest). Oatwy Report • psoe 23 358 I l LOCALFCON01vfIOOFVELOPNfFNlOR0AN7AFoNcSC1RVFY FPORr 1 as We have not presented data at the INALOUSE RVA?IONS AND CONCLUSIONS. Although this is GSO's An 12th annual surrey of local economic development organizations. it is the sure level In this report because first conducted electronically via the Intemet. As noted earlier, this change i the numbers ofpartieipantsfrom alters the profile of participants Small organizations with limited staff are less severs! states is too swe have likely to have ready access to the Internet and are therefore less likely to respond. pros on redgoe. Instead, GSO will continue ! tesented peopnphic: phle eompar• to conduct its surrey via the Internet in future )ears. This dues Isons by region - not mean that we are not interested in having small organization participation but it does mean that we want to focus our analysis on organizations, regardless O'size. Now fnerand- Conneedeul, that have enough staff and budget resources to conduct at least limited programs to Maine, Massachusetts, New Hamp• promote business attraction an,"or business retention and expansion. shin, Rhode island, Varmint We estimate that about 60 pecent of all local economic development organizations Mid Atlantic - Delaware, Dislrkl have less than one full time professional economic developer who has at least some ofColumbre, Maryland, New Jett relevant trsming, Their efforts are limited to responding to inquiries from business sey, New York, pennsyNaMs, attraction prospects. They have no proactive programs to help existing businesses West Wrginls prosper beyond those normally implemented by chambers of comwerce to serve GreaLj,akigili - Illinois, Indians, their members. Miehl"fl, Ohio, W isconsin Based on our findings from surveys conducted In previous year, GSO believes that ftal-- lows, Kansas, Minnuota, this year's survey sample is too htavily skewed toward larger organizations serving !Missouri, Nebraska, Norte and urban communities. We w:ll work hard over the next year to expand our database SOtrth Dakota of e-mail addresses for smaller organitgons with proactive programs vs that our coverage of economic development efforts in rural areas Is once again well Northvireat - Araska, Idaho, Mon• represented. If you know of local economic development organizations that ought terra, Orew, Washingeon, to be invited to participate in future surreys, please send their, e-mail address plus wianin0 their name, key contact, and regulm mail address to our 4-mail address Scitadhirdillt -Arfsonl, CalMbmia, (gsoboyle,3vail net), Coloradol, NowaN, Navade, New While we arc reluctant to compare this year's survey results to data from earlier Marko, Ubh surveys, we do see some patterns and trends that us worth noting. Mid Sought -Alabama, ArkNtsas, a Fleet, this year's respondents went to be more heavily h,votved in the design Keellucky, Louisiana, Mnsl"lppl, or manpower programs funded by the US Department of Labor. If this proves okrehoms, rennessts, fez" to be a trend In Future yeas, we find it very encours&g. For too long, eco- South Atlantic Florida, Georpta, comic development and manpower training programs have operated co differ. North and Carolina, VbpMre ent tracks In most communities. a Second, business attraction programs are becoming better balanced. Surat; .d orga tintions are pursing mom emphasis to effective follow-up after prospects have been Identified, either by the organizations themselves or by their up- stream partner. e n1rd, cooperation with upstream partners, especially state agencies, seems to be getting better. e Fourth, local economic development orgulzaitfans Ut devoting mote effort to maintaining effective communications with stakeholders in their communi- ties. Given Increased opposition to development In many places, wk 1i emphasis on building community support b very important. 469 Economic A Demognpbk Trees Neveleirw is a publication of Orow 6 Strategies Org7111 toe. (EIN 34.1339331) Suliscrlptwn rate is 11100 for alts bi•mondtly Issues or $113 for eleven monthly spud (excluding lnuery), Per Fnt-class mall outside North r America, add 520. Nt%oi nett can also be downloaded from GSO's Internet web site (www eoonomksbtettgla.com) by obtaining user r , name and Password from GSO. rat subscrlptioo infonnano% change of redress. or pauwor4 call (979) 479-9164, write to at GSO. 2211 Vermont Count Vail, CO 11631, or send in e-mail to gsobi net Subscrtbert w authorized to reproduce information in this Newslente with artibutlon. This 12th annuu "Its! edition of the Newsletter is based on a+ney research conducted by GSO. If b available at no eh axle to Newsletter J subscribes and to survey p"cipants. Others cn purehax It for S33 from Growth StrMegies Organization air the above address. l Survey Report • Pigs U 368 RESULTS FROM THE LOCAL GOVERNMENT ECONOMIC DEVELOPMENT SURVEY Gary P. Green Daniel Monroe Sullivan 0"artment of Rural Sociology University" Wisconsin, Madison 1450 Linden Drive Madison, WI 53706 Telephone: (608) 285-8020 Fax {608} 262.8022 E-mail: dsullivaOsso.vAso.edu 1,- 37C Since the early 1980's, the federal government has A second important resource is economic develop- l been increasingly withdrawing lrori directly parlici- ment staff. Municipalities average six professional pating in the 'lives" of American ales. This trend practitioners, along with 3.3 support staff, These has been most recently illustrated by changes in the figures dMarsubstantially by size, ranging from 2.5 welfare system that Inevitably put more burden on professionals and 0.8 support staff for the smallest- cities (and states) to create jobs and otherwise sized cities to 23.9 and 16 8 for the largest. promote economic development within their jurisdic- tion. The goal of the Local Government Economic Economic Oeveloptment Development Survey is to document the different Activities and Results ways in which municipalities across the United ) States are attempting to promote economic devel- Municipalities not only dedicate substantial re- opment. sources to economic development, but they employ these resources In many different programs. Local The survey was sent to local government officials in govemment economic development activities are 497 cities in the United States with a population divided intolour categodee: (1) business retention greater than 60,000. Two hundred and forty-three and expansion; (2) small busiuess development; (3) municipalities responded, resulting In a 48.6% business sthaction; and (4) general activities, response rate. Here is the distribution of the parbel- pating cities by populalbn size: in terms of business retention and expansion, periodically calling on and surveying local busl- (a) 50,000.74,999 -101 cities; neeses are the mat common activities (79% and (b) 75,000.99,999 - 43 cities; 66%, respectively), followed by having a written (c)100,000.249,999 65 cities; retentioNexpension plan (40%) (See Flgure 1). (d) 250,000+ - 33 cities. During the last three years, 66% of local govern- ments helped expand local businesses. They The survey focuses on five lesus$: helped, on average, 13 firms and have added 933 (1) resources, (2) economies development activities jobs (at entry-level wages of $9.96). Sixty-seven and results; (3) business Incentives; (4) local percent of kcal governments successfully retained government relations with other economic develop- firms, averaging over six firms and 687 jobs (at Mont organizations, and (5) ways of organizing entry-level wages of S10.61Jhour). economic development See Appendix A for re- sponses to these questions by cities of different population sizes. r. RETaNTK+N AN UPANSION ACTIYmaS Resouroee MunlcipallOss responding to our survey spend a '.%OV awbdiren" r significant amourd of money to prtxnote eoonomlc development, averagNtg:3,300,000 annualli The spa uKr rs smallest-sized Was average $700,000, while the largest average W,000,000. However, the boa fE homk development budpat a►waWare somewhat a mielesding as they are Wiuenced by a few munld• palitles that spend much more than the ma)ority. ~q~a„M w m The median budget is $350,000 0•s1 w*41 f of the respordertte spend lose than 5360,000 and the other half spend Moro). Municipalities obtain the me)ortty of their budget from focal revenues (0%), will motif of the ro• maining funds coming from the federal government (17%). 38C 1 Municipalities are engaged in a limited number of The me st common general economic deve+opment activities to promote smali business development, activitiorare downtown revitalization (81 °o) obtain- mth just 2606 having a program and 2206 having a ,ng grants from larger governmental units (68%), written plan for small business development (See and having a written economic development plan Figure 2). Approximately 151119 operate a business (65010) (See Figure 4). Only 21"a of municipalities incubator. During the last three years, 57010 of local have a job training program. although ii of the governments helped start up new businesses; they largest communities operate one. averaged 15 new businesses and 545jobs created (at entry-level wages of 58.8011hour). Fleurel. Figure 4. SMALL 9USINE It DIVELOPMINT ACTIVmaS oTMIH ECONOMIC DIVILO►MENT ACTIVITIES oo.ero.,, iltrl.r.Mn Mev~n Jt y W~emrt 0400 rl NO W~ SMI eywm OHwpmM11111 OV=* = riz- Dovew4wit ur,w ~gI p ,00 Pow A)though it is generally recognized that reten• { tiorVexpension and small business development Business Incentives have increasingly come into favor among economic development practitioners, business attraction Business IncentivN remain a popular means for remains popular. The most frequently used activl• promoting seonomicdevelopment,although municl- ties for attracting businesses are developing a pelitlss an increasingly adding contras to these community ecoromic profile (85%), ~ItttiibbuutUing Incentives. AmajorilyofmunicipalitiesofferIrlcen• promotional brochures end advertieing (77%), tives to part of retention and expansion (699'.), providing site maps (70%), and visiting profpeetive amen business development (61 N.), and business businesses (60%) (See Figure 3). Thirty-one per. attraction (68%). The most common types of cent operate or own an industrial park. During the Incenllvel are infrasbuctutal support (42%), tax last three years, 85% of local g "mments suc- abatement (41%), low•oost loans (41%), and tax cessfulty recruited firms, they averaged 17 time increment finWel (36%) (See Figure 5), and 1,743 vrorlcers (et entry-level wag" of $10,34RIOUr). aueelMs A tr*nMC1~1O I ACTMM sueeNNN i1rCENr1V1s CaMVlge .M T NI/M~ 4N r n 7tl Nm Me r►,pM W Ills I 6M1 ?s 1r T'W" "w'1 x! 40 eh1 u~MaM r4rim >S r+ yam T~ rr GM I lyr M~AM 1! V1 M~er~ NirY1 WM 0o ro w 39C i Municipalities are increasingly taking measures to zations (471:) (See Figura 7). In turn, non-munici• eisurethat their community benefits from business pal economic development organizations frequently incentives by: (1) estimating the potential benefits participate in developing their local government's of prospective firms to the community Wore economic development strategies, especially the offering incentives; and (2) requiring a performance Chamber of Commerce (661:), county or regional € agreement. For example, 88% of municipalities at pubtic•privateeconomic development organizations least sometimes perform a cosvbenefit analysis, (58%), real estate or property developers (560,16), while 80% at least sometimes use a formal written and local public-private economic development criteria before offering business Incentives to organizations (54%) (See Figure 8). prospective firms. In addition, 85% of communities at least sometimes require a perfom+ance agree- Flpq T ment from a firm In exchange for business Incen• ORGANIZATIONS INFLUENCING tives (See Flours 6). Job creation is usually the LOCAL GOVERNMENT STRATEGIES principal goal of the agreement. c r Cares. u c,,,•~w*aWOWO,0r gs~aW,/,,en~ y sw1 a MDwripr M Film i. I"tarwrs 00 O,F111121W M CONTROLS ON $USIN/Se SUNISICIP" t~ 7 c1hWV%0 i *ftW 0"*" 7 Pf"iWW Mfv~MW4 k Cawr O~ 1 Ar Ow0ft"" + ur~ s 7 >t Fa+w W~ wr b nrr c.+r. u rPO"m CaalnM urMM~ K 0 79 40 M W IW c c ~.nrj m • A.or.e Nor. Mili IL LOCAL GGV/ NNSSEW INFLUSNCING OTHER ORGAraZATtGN/ STRATEGIES Local Government Relations Wffh 0111111141111' Economic Development OrparibAone Chili" d Local government offktiats Interact with a variety Of .0 ~T groups In their Community as they pTOmote OCO• eftw imy~.M.«OT1! nomlc development. Intellection often fedudea: (t) coordinating economic development ac"",, c°'*/"'"""' " (2) partldpatlng in Ute development of other organl• "r go" a 0"ar o.Ywa .o zations' economic development'atnteglee (and Vice u•• x versa); and (3) holding public meetings. o +o » o ar so 40 Knety-nine percerttof mWilo es at feast some- I times coordinate their SCOVW" whh oftf economic development organizations. Local gowmments In addltlon to Wenctk►g with economic develop often participate In developing the economic devel• ment organltatbne, many munle0lit a/hold public opment /tntegiee of other wganizaW*. They meetngstopeoseeoonomiadevelcpmenIissues. most frequently Influence the Chamber of Com• They average 1e mseili per year, attended on mares (e2%), county of regional public-prlvate average by 41 dips". of those that attend, 77% soonomlo dwslopiri organizatlons (57%). and angenenlyinfavaaflhemunidpalityssoonomic local public. private economilc devsilic rd organ; 6-welopment 6ctl4a. while 239E are against it. 40C Organizing Economic Development during the past three years, but not significantly more than local governments that organized their Most municipalities promote economic development economic development activities in differen' ways, either (1) through a department that includes, but is The one exception is that separate t or lo nollimitedto.economic development fe,g,commu• development departments recruited sirlr._ Canny hiilydevelopment or planning departmai(40°'7),of more firms. (2) in a department specifically dedicated topromot• ing economic development (36°16) (See Figure 9). Summary and Conclusions The evidence presented here suggests that most j Figure 9, cities In the United States actively promote eco- WNER£ CITIES CAARY OUT ECONOMIC DEVELOPMENT nomic development, and they are successful in E increasing the number of firms and jobs in their PV at a u7v Aqv" p communities. Local governments, especially those with a separate economic development department, y employ Significant amounts of financial and bureau- ~n.arv cratic resources, and engage In a variety of pro- ~n, u ,w p„ + grams to promote retention and expansion, small business development, and business attraction. °ia"~seI „ otton their efforts Include business incentives, frequently using coati benefit anayses, formal 30 ° b " written criteria, and performance agreements to ensure that their community will get a fair 'return' on their "Investrill The remaining municipalities use the mayor or city managefs office (4956) or save-al line departments The next part of this project will be to analyze the i The way In which local governments organize Impact that nongovemmentai local economic their soonomicdevelopment activitie ,can, in some development organizations, such as public •private ways, have a significant Impact on the types of economic deve"antorganizaWns,chambers of activities they engage in. Specifically, local govern- commerce, and utility companies, have on eco- mentsthat have aseparateeconomic development nomlc development in these same communities. department: (1) have larger eoonoamkdewlopment We will examine the extent to which these budgets and profess" and Support staff; nongovernmental CrganlzatlOnS Interact with one (2) engage in more activitieaforretentionrsxpansion another and with their local government. Is it the j of local fl,ras, small business development, and case that mm 'Connecteddevelopment Organize. recruitment; (3) are more 1111i to offer Incia ivas tlons are mere tucceseli Does ti depend on thO as part of their economic development strategy, type of "connection'? Are there differences in espec'allyintrastructurelllmpm,tments,jobtraining economic developmentsctlviueebased ontheIevsl support, and utility rate reduction; (4) are mere of public or private funds (or personnel) of these likely to&*Sysimplsmsntotxttroleioost/benefk organizations? Our goal is to get a fuller under- analysis, formal wrft6trt crlterta to determine eligibil• slandlrlg o1 the dl farem boys In which communities iy, and perfonnarice agreement) on business organize to promote eeonomiedevelopment,and 10 incentives; (5) allow rr,4n Involvement by the state evaluate which ways of organizing are most off @C- government and utility oompanla In developing five. their economic development Strategist; (0) are more Involved In developing the economic develop- ment strategist of the County government std kxal publIciprIvists ' ~ ~ aw more public Mee ings regarding eoonornk development. 80"I'll a economic derail. opment dsparbnents were suCOettftrl In Increasing the number of firma and jobs in their community 41C I APPENDIX As DISTRIBUTION OF RESPONSES BY POPULATION SIZE TABLE It Economic Development Resources All Cities 50.000 75.000 100.000. 100000 250.000 250.000a 75,000 Economic f7ewlopmanf Audpaf Mean "M $0.7M $0.5M S1.3M S21.OM Medlan 8380K $245K S285K $500K $1.90oK Awrape NumbN Of Shf/Yeraona WorkGp On loenomk D@wlopnartt Pro*solo l 8.0 2.5 2.7 4.1 23.0 low Support S. 01 10 1.6 16.6 iokl 9.3 9 3.3 3.7 6.2 40.7 JI .VAH An CWn eo,o6a 76,ooa toaooa j 75 +r= 22M 760.000' SNW Cuelhna Oe+nkpnranf t'yrers. Somh brlsknae drwbp v! pro0nm n 18 z3 28 53 Wditn smaN bWmu devNcpmant asn 2z 13 18 25 53 16 11 0 16. 38 ausk"s ROM #on end Everww I Vlw*v bast bu mcsw 79 90 90 92 79 80 63 75 Surveying boat bustm a o so 60 48 53 Written nNndorAnW lcn Dian I OuaknariAfbeadw! I J Community eoow"12 pro% w 87 86 60 64 1 Promodonsl brodwmM adk adV$ftnO 77 72 81 76 01 s" Mv T1 83 63 56 75 vianq pia buslnNan 8o 64 47 4Si 57 0 7 36 63 Dino) maftg 1o prosps*n buW Nasu 46 42 47 30 40 63 E WrItIm busIMM sth A, pkri Downbwn revW t Wn pMWWn 1 Or"" from krper goverrMnsnhd ON M 70 • 87 8d0 8 N aids sseesNllerM suNa1i 47 48 µ 37 64 Lpy krw povermruW ur a lot 1 F1110ea u V 30 36 63 111 27 Zt ?e 53 Indu ~I ppwk Jobtralni"plago 21 10 14 20 80 r r' r , 42C r TABLE 3. Eoonomio Develoument Results During Leal Three Years Aft Cities 50000 75.000 100,000• 75,000 100,00 250.000 250.0f&+ euslneee Expansion Local governments involved (x) 66 77 85 92 100 Firms expanded (e) 13 7 8 7 48 Jobe created (e) 934 300 556 706 3.208 Entry-level wag" (S) 9.95 9,54 11.35 9.63 9.34 Business RotsntkM Local governments Involved 67 S6 74 67 94 Firms retained (e) 6 3 4 5 20 EM. Sry lretained evel wages (S) 10,11 11445 10.26 0.99 10 43 j smaa fuslnae awkilil Local governments IrwoN*d(%) 67 53 46 51 86 New small businesses (s) 16 12 15 9 32 Jobs created (e) 549 170 2G6 660 560 Entry4svel wages (6) 6.00 6.00 9.20 9.40 6170 BLLocklia"al govAM w0p emirwds Involved 65 86 76 66 97 I Firms recrulted (e) 11 9 10 21 37 Jobs emoted (e) 1,743 832 864 2,012 4,631 Entry4wel wag" (1) 10.34 9.00 10.00 10.40 11.70 I L.E 4: Sue nru 1neeMfvee TAN AN CItlN 60,1100 76,o0a 100,000 76.000 100.000 160.000 ~a0.000~ Use O(Any Iuek»ee kwoopt w b Incenbv" Ior,re/enlloN~xpenebn N N 66 74 N inceMly" to Small busirwaou 11111 57 40 N 61 Inoentivn for bwinNe apraotlon N 66 40 75 88 We 01Opsa is Rusk "NMWW w Hmertuture 41 42 20 30 64 Tax abatement 41 40 30 46 45 1 Low-ooft bans 40 37 37 42 52 Tlf 31 31 44 41 42 creme 3 0 3 22 31 36 go 30 Job trelnkig SuppoA 33 28 66 Free IanM&W wife down 23 23 16 23 27 Tax cred5 21 11 7 22 42 l , tupedtiod bukbV 13 15 2 11 18 r r a r I 43C r tTA13LE d' Munleloal Controls on Business Subsidies Atl clues 50.000. 15.000• 100,000• 19 000 100.000 250.000 HOMO* Pereent Do You Pen'on r A CosVAe wfN An*sls Adore Offering incentives? Always 44 43 40 43 55 UtUally 20 19 18 21 23 Sometimes 24 23 32 24 10 Never 12 15 11 13 3 00 You 1)" Pormat W~ Crods To DdsrmbN EIlElbNty For NrosntlwsP Always 40 30 37 49 55 Usually 23 26 21 24 17 Sometimes 16 16 17 16 21 Never 20 28 26 11 7 Do You AsauMe A Pwftm wO AawmM As A Corwd W Per Q"V bssntlws? Always 39 36 32 44 43 Usually 27 24 32 20 23 Some"" 21 21 18 10 30 Never 14 20 16 8 3 7wd2a AN Cities 60,900. 16004 100.000• 76.000 1 .000 210.000 260.m ! OrpsMlaMaw me p0 NANM In ik 18toprlI Lis 0-4 Aeeltentk OOwlepnwM s6sNANa ~ Chamber of oomme" M 64 94 66 65 County/re0bnsl wonomb devebpnwM orp. 66 55 65 54 73 Rest state or property developer It 6o 552 64 1 43 0 Local eoonomb dswbpms 4 Organ) MM 54 Will" 47 43 42 41 73 cBlzenlnel0hb ftworganua5on 47 30 66 41 60 courtly govwow M 43 56 41 46 33 so stale yovemmant 44 11 Unlwrslty/oo6spshxtsnebn M 31 3 35 5 41 62 k Private oonwllent 34 31 26 30 42 38 Federal pow ww d Is 12 OrEsrNllAorn Pa ~ YOU hr11alp" M Dw irIft PMrM fobomk awk/r ~eK 46 hVnbVww*M couccnryhOgforwl eoorlarlb dwebpnwnt off. 915 63 53 62 67 county erOtnkltlbn 41 42 44 42 So Loa) eoor w dsvM gpvlrw " 21? 20 111 29 so counNMlOl, wd - oro 10 17 16 17 195 13 11 . pow n,r wnant Real Betels orpropuly dwelopa 9 Vol" 13 11 1 7 i TAILS h PubHo Meoidno Rogwdlnq lootnomk Doer wwoe 1t' r AN CMles 50,004 71,000 100004 _ 16.000 1 210.000 2s9. _ / / ~ ' Pubk Mdefrip 13 13 14 70 ; of WON& 411 AtlendON In indr of eoor1ort11o dsvelopn+snl 71 r t 163 Atlendsss oppesd ro aoononlb Osvebprllsnl (1b} 23 ' t: Owls MOON eplwd Mal veer. 22 s6 21 7 44C U u END OF 1 FILE 3 i 1 j i i #~ft~ r ~ Ii ii f 1 1 1 c 1. v