HomeMy WebLinkAbout02-06-13 LPRDA/TIRZAgendas and Agenda Materials
Meetings of the Boards of Directors
La Porte Redevelopment Authority
La Porte Tax Increment
Reinvestment Zone
February 6, 2013
NOTICE OF MEETING OF LA PORTE REDEVELOPMENT AUTHORITY
Notice is hereby given of the meeting of the La Porte Redevelopment Authority to be held Wednesday,
February 6, 2013 at 6:30 p.m. in the Council Chambers of City Hall, 604 West Fairmont Parkway, La
Porte, Texas, for the purpose of considering the following agenda items:
1. Call to order — Lindsey Pfeiffer, President;
2. Consider approval of the minutes of Board of Directors meeting held on September 26, 2012;
3. Consider FY 2012 Redevelopment Authority audit;
4. Consider payments for infrastructure improvements to City of La Porte and Harris County;
5. Receive report from city, staff and developers with regard to development within the boundaries of
the tax increment reinvestment zone;
6. Consider approval or other action with regard to authority invoices;
7. Board member comments;
a. Matters appearing on agenda;
b. Inquiry of staff regarding specific factual information or existing policy
S. Adjournment.
In compliance with the American Disabilities Act, the City of La Porte City will provide for reasonable
accommodations for persons attending public meetings. To better serve attendees, requests should be
received 24 hours prior to the meetings. Please contact Patrice Fogarty, City Secretary, at
281-470-5019 or TDD 281-471-5030.
A possible quorum of city council members may be present at this meeting and participate in discussions but
will take no action.
David W. Hawes
Executive Director
LAPORTE REDEVELOPMENT AuTHoRITY,
CITY OF LA PORTE, TExAS
AGENDA. MEMORANDUM
TO: La Porte Redevelopment Authority Board of Directors
FROM: Executive Director
SUBJECT: Agenda Item Materials
Consider approval of the minutes of Board of Directors meeting held on September 26, 2012.
LA PoRTlE REDEVELOPHtk lVT Aul-HoRITY
c/o Hawes Hill Calderon LLP
P.O. Box 22167
Houston Tx 77227-2167
713-595-1200 or FAX 713-595-1295
La Porte Redevelopment Authority,
City of LaPorte, Texas
Minutes of the Board Meeting
Held September 26, 2012
1. Call to order —Doug Martin, Vice President
The Board of Directors of the La Porte Redevelopment Authority, City of LaPorte, Texas, held a
meeting, open to the public, on the 26t" day of September, 2012; the meeting was called to order
at 6:30 p.m. in the City Council Chambers of the City council conference Room, 604 West
Fairmont Parkway, La Porte. Texas; and the roll was called of the duly appointed members of the
Board, to wit:
Peggy Antone
Position 1
Dave Turnquist
Position 2
Alton Porter
Position 3
Horace Leopard
Position 4
Doug Martin
Position 5
JJ Meza
Position 6
Lloyd Graham
Position 7
Chester Pool
Position 8
Lin Pfeiffer
Position 9 - Chairman
and all of the above were present except Directors Graham, Antone, Porter and Pfeiffer, thus
constituting a quorum. Also present at the meeting were Stacey Osborne and David Hawes..
2. Consider approval of the minutes of Board of Directors Meeting held on August 22, 2012.
Upon motion made by Director Turnquist, seconded by Director Leopard, the board voted
unanimously to approve minutes as presented.
3. Consider professional services agreement to prepare FY 2012 Redevelopment Authority
Audit.
Mr. Hawes reviewed the proposal with the board and responded to questions and comments from
the board. Upon motion made by Director Meza, seconded by Director Martin, the board voted
unanimously to approve the service agreement.
4. Discuss Report regarding distribution of tax increment funds in accordance with
approved development agreement.
Mr. Hawes discussed the matter with the board. No action was taken.
5. Receive report from city, ,staff and developers with regard to development within
the boundaries of the tax increment reinvestment zone.
Staff informed the board that 10 single family homes were under construction in the Lakes of
Fairmont Greens development.
6. Consider approval or other action with regard to authority invoices.
Mr. Hawes presented the invoices. Upon a motion made by Director Martin, and being seconded
by Director Turnquist, the board unanimously approved payment of the invoices.
7. Board comments ---None were offered.
8. Adjournment.
Chairman Martin adjourned the meeting at 6:45 PM.
SIGNED: ATTEST:
TITLE: TITLE:
DATE: DATE:
LA PORTE REDEVELOPMENT AUTHORITY,
CITY OF LA PORTE, TEXAS
AGENDA MEMORANDUM
TO: La Porte Redevelopment Authority Board of Directors
FROM: Executive Director
SUBJECT: Agenda Item Materials
Consider FY 2012 Redevelopment Authority audit.
LA PORTE REDEVELOPMENT AUTHORITY
c/o Hawes Hill Calderon LLP
P.O. Box 22167
Houston TX 77227-2167
713-595-1200 or FAX 713-595-129$
-777
P-A
IL LL Iii-I jV. �.T.
LAPORTE REDEVELOPMENT AUTHORITY
CITY OF LA PORTE, TEXAS
ANNUAL FINANCIAL REPORT
SEPTEMBER 30,2012
WCALL GIBSON SWMLUND BARFOOT PLLC
Certified Public Accountants
LAPORTE REDEVELOPMENT AUTHORITY
CITY OF LA PORTE, TEXAS
ANNUAL FINANCIAL REPORT
SEPTENIBER30,2012
TABLE OF CONTENTS
INDEPENDENT AUDITOR'S REPORT
MANAGEMENT'S DISCUSSION AND ANALYSIS
PAGE
1-2
3-7
STATEMENT OF NET ASSETS AND GOVERNMENTAL FUNDS BALANCE
SHEET 8
RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET TO
THE STATEMENT OF NET ASSETS 9
STATEMENT OF ACTIVITIES AND GOVERNMENTAL FUNDS REVENUES,
EXPENDITURES AND CHANGES IN FUND BALANCES 10
RECONCILIATION OF THE GOVERNMENTAL FUNDS STATEMENT OF
REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES TO
THE STATEMENT OF ACTIVITIES
NOTES TO BASIC FINANCIAL STATEMENTS
REQUIRED SUPPLEMENTARY INFORMATION
12-19
SCHEDULE OF REVENUES, EXPENDITURES AND CHANGES IN FUND
BALANCE -BUDGET AND ACTUAL -GENERAL FUND 21
OTHER SUPPLEMENTARY INFORMATION
BOARD MEMBERS AND ZONE ADMINISTRATOR 23
4"_.,,i t.
3 t L ti -
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McCALL GIBSON SWWDLUND BARFC. OTPLLC
Certified Public Accountants
13700 Thar€lunn Center Driue
Suite 235
111 Congress Avenge
Hous€on, Texas 77065-5610
Suite 400
(713) 462-0341
Austin, Texas 78701
Fax (713) 4 62-2 708
(512) 610-2209
E-Mail: rugsb&nSsbullc.coitt
wmuguzggVL1c.com
Board of Directors
La Porte Redevelopment Authority
City of La Porte, Texas
Independent Auditor's Repo
We have audited the accompanying financial statements of the governmental activities and major
fund of La Porte Redevelopment Authority (the "Authority"), a cam ollent unit of the ga of
La Porte Texas as of and for the year ended September 30, 2012, which collectively comprise
the Authority's basic financial statements as listed in the preceding table of contents. These
financial statements are the responsibility of the Authority's management. Our responsibility 1s
to express opinions on these financial statements based on our audit.
We have conducted our audit in accordance with auditing standards generally accepted within
the United States of America. Those standards require that we plan and perform the audit to
obtain reasonable assurance about whether the financial statements are free of material
misstatement. An audit includes consideration of internal control over financial reporting as a
basis for designing audit procedures that are appropriate in the circumstances, but not for the
purpose of expressing an opinion on the effectiveness of the Authority's internal control over
financial reporting. Accordingly, we express no such opinion. An audit includes examining, on
a test basis, evidence supporting the amounts and disclosures in the financial statements. An
audit also includes assessing the accounting principles used and significant estimates made by
management, as well as evaluating the overall financial statement presentation. We believe that
our audit provides a reasonable basis for our opinions.
In our opinion, the financial statements referred to above present fairly, in all material respects,
the respective financial position of the governmental activities and major fund of the Authority
as of September 30, 2012, and the respective changes in financial position for the year then
ended in conformity with accounting principles generally accepted in the United States of
America.
Member of
American Institute of Certified Public Accountants
Texas Society of Certified Public Accountants
Board of Directors
La Porte Redevelopment Authority
Accounting principles generally accepted in the United States of America require that
Management's Discussion and Analysis on pages 3 through 7 and the Schedule of Revenues,
Expenditures, and Changes in Fund Balance — Budget and Actual — General Fund on page 21 be
presented to supplement the basic fmancial statements. Such information, although not a part of
the basic financial statements, is required by the Governmental Accounting Standards Board,
who considers it to be an essential part of financial reporting for placing the basic financial
statements in an appropriate operational, economic, or historical context. We have applied
certain limited procedures to the required supplementary information in accordance with auditing
standards generally accepted in the United States of America, which consisted of inquiries of
management about the methods of preparing the information and comparing the information for
consistency with management's responses to our inquiries, the basic financial statements, and
other knowledge we obtained during our audit of the basic financial statements. We do not
express an opinion or provide any assurance on the information because the limited procedures
do not provide us with sufficient evidence to express an opinion or provide any assurance.
Our audit was conducted for the purpose of forming opinions on the financial statements that
collectively comprise the Authority's basic financial statements. The other supplementary
information is presented for purposes of additional analysis and is not a required part of the basic
financial statements. Such information is the responsibility of management and was derived
from and relates directly to the underlying accounting and other records used to prepare the
financial statements. This information, excluding that portion marked "Unaudited" on which we
express no opinion or provide any assurance, has been subjected to the auditing procedures
applied in the audit of the financial statements and certain additional procedures, including
comparing and reconciling such information directly to the underlying accounting and other
records used to prepare the financial statements or to the financial statements themselves, and
other additional procedures in accordance with auditing standards generally accepted in the
United States of America. In our opinion, the information is fairly stated in all material respects
in relation to the financial statements as a whole.
McCall Gibson Swedlund Barfoot PLLC
Certified Public Accountants
-2-
LA, PORTE REDEVELOPMENT AUTHORITY
MANAGEMENT'S DISCUSSION AND ANALYSIS
FOR THE YEAR ENDED SEPTEMBER 30, 2012
Management's discussion and analysis of La Porte Redevelopment Authority's (the
"Authority") financial performance provides an overview of the Authority's financial activities
for the fiscal year ended September 30, 2012. Please read it in conjunction with the Authority's
financial statements, which begin on page S.
FINANCIAL HIGHLIGHTS
• The Authority's liabilities exceeded its assets by $8,594,987 for the year ended
September 30, 2012. This compares to the previous year adjusted, when liabilities
exceeded assets by $9,501,095.
• The total net assets deficit of $8,594,987 results primarily from the Authority having
recorded an amount due to a Developer of $8,880,774 for the facilities the Developer
constructed and conveyed to the City. The Authority anticipates that with continued
development in the area tax increment revenues will be sufficient to cover operating
costs, and to reimburse the Developer. The Authority's obligations to the Developer are
contingent upon the availability of tax increment for such as described in Note 4.
The Authority's governmental funds reported a total ending fund balance of $1,178,981
this year. This compares to the prior year fund balance $1,020,944, showing an
increase of $158,037 during the current fiscal year.
USING THIS ANNUAL REPORT
This annual report consists of a series of financial statements. The basic financial statements
include: (1) combined fund financial statements and government -wide financial statements and
(2) notes to the basic financial statements. The combined fund financial statements and
government -wide financial statements combine both: (1) the Statement of Net Assets and
Governmental Funds Balance Sheet and (2) the Statement of Activities and Governmental
Funds Revenues, Expenditures, and Changes in Fund Balances. This report also includes other
supplementary information in addition to the basic financial statements.
GOVERNMENT -WIDE FINANCIAL STATEMENTS
The Authority's annual report includes two financial statements combining the government -
wide financial statements and the fund -financial statements. The government -wide portion of
these statements provides both long-teru and short-term information about the Authority's
overall status. Financial reporting at this level uses a perspective similar to that found in the
private sector with its basis in full accrual accounting and elimination or reclassification of
internal activities.
-3-
LA PORTE REDEVELOPMENT AUTHORITY
MANAGEMENT'S DISCUSSION AND ANALYSIS
FOR THE YEAR ENDED SEPTEMBER 30, 2012
GOVERNMENT -WIDE FINANCIAL STATEMENTS (Continued)
The first of the government -wide statements is the Statement of Net Assets. This information is
found in the Statement of Net Assets column an page 8. The Statement of Net Assets is the
Authority -wide statement of its financial position presenting information that includes all of the
Authority's assets and liabilities, with the difference reported as net assets. Over time, increases
or decreases in net assets may serve as a useful indicator of whether the financial position of the
Authority as a whole is improving or deteriorating. Evaluation of the overall financial health of
the Authority would extend to other non -financial factors.
The government -wide portion of the Statement of Activities on page 10 reports how the
Authority's net assets changed during the current fiscal year. All current year revenues and
expenses are included regardless of when cash is received or paid.
FUND FINANCIAL STATEMENT'S
The combined statements also include fund financial statements. A fund is a grouping of related
accounts that is used to maintain control over resources that have been segregated for specific
activities or objectives. The Authority has one governmental fund type. The General Fund
accounts for resources not accounted for in another fund, tax increment revenues, costs and
general expenditures.
Governmental funds are reported in each of the financial statements. The focus in the fund
statements provides a distinctive view of the Authority's governmental funds. These statements
report short-term fiscal accountability focusing on the use of spendable resources and balances
of spendable resources available at the end of the year. They are useful in evaluating annual
financing requirements of the Authority and the commitment of spendable resources for the
near -term.
Since the government -wide focus includes the long-term view, comparisons between these two
perspectives may provide insight into the long-term impact of short-term financing decisions.
The adjustments columns, the Reconciliation of the Governmental Funds Balance Sheet to the
Statement of Net Assets on page 9 and the Reconciliation of the Governmental Funds Statement
of Revenues, Expenditures and Changes in Fund Balances to the Statement of Activities on
page I explain the differences between the two presentations and assist in understanding the
differences between these two perspectives.
ME
I •...-,. P- r
LA, PORTS REDEVELOPMENT AUTHORITY
MANAGEMENT'S DISCUSSION AND ANALYSIS
FOR THE YEAR ENDED SEPTEMBER 30, 2012
NOTES TO THE BASIC FINANCIAL STATEMENTS
The accompanying notes to the basic (financial statements provide information essential to a full
understanding of the government -wide and fund financial statements. The notes to the basic
financial statements can be found on pages 12 through 19 in this report.
GOVERNMENT -WIDE FINANCIAL ANALYSIS
Net assets may serve over time as useful indicator of the Authority's financial position. In the
case of the Authority, liabilities exceeded assets by $8,594,987 as of September 30, 2012.
The following table provides a summary of the Authority's net assets as of September 30, 2012,
and September 30, 2011:
Summary of Changes in the Statement of Net Assets
Change
Positive
2012
2011
(Negative)
Current and Other Assets
$ 1 178 981
$ 1,020,944
$ 158,037
Long -Term. Liabilities
$ 662,000
$ 662,000
$
Due to Developer
8,880,774
9,665,811
(785,037)
Accrued Interest
231,194
194,228
36.966
Total Liabilities
$ 9,773,968
$ 10,522,039
$ (748.071)
Net Assets:
Unrestricted
$ (8.594,987)
$ (9 501.095)
S 906,108
Total Net Assets
$ (8.5)
501 095�
90610E
-5-
LA PORTE REDEVELOPMENT AUTHORITY
MANAGEMENT'S DISCUSSION AND ANALYSIS
FOR THE YEAR ENDED SEPTEMBER 30, 2012
GOVERNMENT -WIDE FINANCIAL ANALYSIS (Continued)
The following table provides a summary of the Authority's operations for the fiscal years
ending September 30, 2012, and September 30, 2011:
Summary of Chan es in the Statement of Activities
Change
Positive
2012
2011
(Negative)
Revenues
Tax Increment Revenue
$ 1,290,676
$ 1,480,703
$ (190,027)
Investment Revenue
635
965
(330)
Total Revenues
$ 1,291,311
$ 1,481,668
$ (190,357)
Expenses for Services
385.203
419,248
34,045
Change in Net Assets
$ 906,108
$ 1,062,420
$ (156,312)
Begim-dng Net Assets
(9,501,095)
(10,563,515)
1,062,420
Ending Net Assets $ (&594,98j) _ (9.501 495) $ __906.1,0
FINANCIAL ANALYSIS OF THE AUTHORITY'S GOVERNMENTAL FUNDS
The Authority's combined fund balances as of September 30, 2012, were $1,178,981, an
increase of $158,037 from the prior year.
The General Fund £and balance increased by $158,037 due to tax increment revenue being more
than operating costs and certain costs to fund the Authority's debt obligations.
-6-
LA PORTE REDEVELOPMENT AUTHORITY
MANAGEMENT'S DISCUSSION AND ANALYSIS
FOR THE YEAR ENDED SEPTEIVIBER 30, 2012
GENERAL FUND BUDGETARY HIGHLIGHTS
The Board of Directors did not amend the budget for the fiscal year ending September 30, 2012.
Actual revenues were $148,689 less than budgeted and actual expenditures were $109,430 less
than budgeted, primarily due to Developer payments being less than budgeted. See the budget
to actual comparison on page 21.
CAPITAL ASSETS
When capital projects are completed, the costs of the projects are recorded as a transfer to the
City since the maintenance and operations of the facilities will not be the responsibility of the
Authority. During the current fiscal year, $1,095,875 was paid to the Developer for projects
including interest. See Note 4 for additional information.
LONG-TERM DEBT ACTIVITY
Bond Debt
As of September 30, 2012, the Authority had no bond debt payable.
As of September 30, 2012, the Authority owed $662,000 to the City of La Porte, Texas plus
interest of $231,194. See Note 8 for more information.
CONTACTING THE AUTHORITY'S FINANCIAL MANAGEMENT
This financial report is designed to provide a general overview of the Authority's finances.
Questions concerning any of the information provided in this report or requests for additional
information should be addressed to La Porte Redevelopment Authority, c/o David Hawes, P. a.
Box 22167, Houston, TX 77227.
WE
LA ]PORTE REDEVELOPMENT AUTHORITY
STATEMENT OF NET ASSETS AND
GOVERNMENTAL FUNDS BALANCE SHEET
SEPTEMBER 30, 2012
Statement of
General Fund
Adjustments
Net Assets
ASSETS
Cash, Note 3
$
1,177,061
$
$ 1,177,061
Due from Developer
1,920
1,920
TOTAL ASSETS
$-
1,178,981
$ _ _--_ - _-0-
$ 1,178,981
LIABILITIES
Accrued Interest Payable -City of
LaPorte, Note 8
$
$ 231,194
$ 23I,194
Due to Developer, Note 4
8,880,774
8,880,774
Long -Term Liabilities:
Note Due After One Year, Note 8
662,000
662,000
TOTAL LIABILITIES
$
-0-
$_9,773,968
S 9,773,968
FUND BALANCE
Unassigned
$
1_,178,981
$ (1,178,981)
$ -0-
TOTAL FUND BALANCE
$
1,178,981
$(1,178,981)
S -0-
TOTAL LIABILITIES AND FUND
BALANCE
$ 1,178,981
NET ASSETS
Unrestricted
$ (8,594,987)
$ L8,594.987)
TOTAL NET ASSETS
$.., 18 4,987)
SS(885241987)
The accompanying notes to basic financial
statements are an integral part of this report.
-8-
LA PORTE REDEVELOPMENT AUTHORITY
RECONCILIATION OF THE GOVERNMENTAL FUNDS BALANCE SHEET
TO STATEMENT OF NET ASSETS
SEPTEMBER 30, 2012
Total Fund Balance — Governmental Fund $ 1,178,981
Amounts reported for governmental activities in the Statement of Net Assets are
different because:
Long-term liabilities for notes payable are not due and payable in the current period,
and, therefore, are not reported as assets in the governmental funds. (662,000)
The long-term obligation to the Developer is not recorded in the fund financial
statement but is a liability to the Developer in the government -wide entity. (8,880,774)
Accrued interest on notes payable is not payable with current financial resources and
therefore is not reported in the governmental funds. 231 194
Total Net Assets — Governmental Activities
The accompanying notes to basic financial
statements are an integral part of this report.
-9-
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LA PORTE REDEVELOPMENT AUTHORITY
STATEMENT OF ACTIVITIES AND GOVERNMENTAL FUNDS REVENUES,
EXPENDITURES AND CHANGES IN FUND BALANCES
FOR THE YEAR ENDED SEPTEMBER 30, 2012
Statement of
General Fund
Adjustrnenys
Activities
REVENUES
Tax Increment Revenue (Net of Administrative
Costs)
$ 1,290,676
$
$ 1,290,676
Investment Revenues
635
635
TOTAL REVENUES
$ 1,291,311
-0-
$ 1.291,311
EXPENDITURES/EXPENSES
Service Operations:
Professional Services
$ 37,399
$
$ 37,399
Debt Service:
Interest Expense -City of La Porte, Note 8
36,966
36,966
Developer Interest, Note 4
319,055
(8,217)
310,838
Developer Principal, Note 4
776,820
776 820
TOTAL EXPENDITURES/EXPENSES
$ 1,133,2
$�748,071)
S 385,203
NET CHANGE IN FUND BALANCE
S 158,037
$ (158,037)
$
CHANGE IN NET ASSETS
906,108
906,108
FUND BALANCE/NET ASSETS --
OCTOBER 1, 2011
1,020,944
(10,522,039)
(9.501,095)
FUND BALANCE/NET ASSETS —
SEPTEMBER 30, 2012
$ 1.178.981
$_l9.773.4681
i8.594.987)
The accompanying notes to basic financial
statements are an integral part of this report.
-10-
LA PORTE REDEVELOPMENT AUTHORITY
RECONCILIATION OF THE GOVERNMENTAL FUNDS STATEMENT OF
REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES
TO THE STATEMENT OF ACTIVITIES
FOR THE YEAR ENDED SEPTEMBER 30, 2012
Net Change in Fund Balance — Governmental Fund 158,037
Amounts reported for governmental activities in the Statement of Activities are
different because:
Governmental funds report interest expenditures as expenditures in the year paid.
However, in the Statement of Activities, interest is accrued on notes through fiscal
year end. (36,966)
Governmental funds report note principal payments as expenditures. However, in the
Statement of Net Assets, note principal payments are reported as decreases in
liabilities, and the Statement of Activities is not affected. 776,820
In the Statement of Activities, the cost of interest expense is adjusted to the amount of
the current period accrued expense, &217
Change in Net Assets — Governmental Activities
The accompanying notes to basic financial
statements are an integral part of this report.
-11-
r
LA PORTE REDEVELOPMENT AUTHORITY
NOTES TO BASIC FINANCIAL STATEMENTS
SEPTEMBER 30, 20I2
NOTE 1. CREATION OF CORPORATION]'
The City of La Porte, Texas (the "City") authorized the creation of the La Porte Redevelopment
Authority (the "Authority") by the Resolution No. 2000-19 passed on December 11, 2000. The
Authority was created and organized as a local government corporation pursuant to provisions of
Chapter 394 of the Texas Local Government Code. The Authority is organized as a public non-
profit corporation for the purpose of aiding, assisting, and acting on behalf of the City in the
performance of its governmental function to promote the common good and general welfare of
the Tax Increment Reinvestment Zone (the "Zone") and neighboring areas; to promote, develop,
encourage and maintain housing, educational facilities, employment, commerce and economic
development in the City. The Authority receives incremental tax revenues on developed
property. The Authority has participation agreements with the City of La Porte, La Porte
Independent School District and Harris County to receive certain property tax increments. The
Authority may issue bonds with consent of City Council. The Authority is managed by a Board
of Directors consisting of nine members who are appointed by the Mayor with the approval of
City Council.
NOTE 2. SIGNIFICANT ACCOUNTING POLICIES
The accompanying basic financial statements have been prepared in accordance with accounting
principles generally accepted in the United States of America as promulgated by the
Governmental Accounting Standards Board ("GASB").
The GASB has established the criteria for determining whether or not a given entity is a
component unit. The criteria are: (1) is the potential component unit a legally separate entity, (2)
does the primary government appoint a voting majority of the potential component unit's board,
(3) is the primary government able to impose its will on the potential component unit, (4) is there
a financial benefit or burden relationship. The Authority was created as an instrumentality of the
City. The Authority does meet the criteria for inclusion as a component unit of the City. Copies
of the financial statements for the City maybe obtained from the City Secretary's office.
Financial Statement Presentation
These financial statements have been prepared in accordance with GASB Codification of
Governmental Accounting and Financial Reporting Standards Part II, Financial Reporting.
The GASB Codification sets forth standards for external financial reporting for all state and local
government entities, which include a requirement for a Statement of Net Assets and a Statement
of Activities. It requires the classification of net assets into three components: Invested in
Capital Assets, Net of Related Debt; Restricted; and Unrestricted. These classifications are
defied as follows:
12
D i' f� ( I1 z 4
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4
LA PORTE REDEVELOPMENT AUTHORITY
NOTES TO BASIC FINANCIAL, STATEMENTS
SEPTEMBER 30, 2012
NOTE 2. SIGNIFICANT ACCOUNTING POLICIES (Continued)
Financial Statement Presentation (Continued)
Invested in Capital Assets, Net of Related Debt — This component of net assets consists
of capital assets, including restricted capital assets, net of accumulated depreciation and
reduced by the outstanding balances of any bonds, mortgages, notes, or other bozxowings
that are attributable to the acquisition, construction, or improvements of those assets.
o Restricted Net Assets -- This component of net assets consists of constraints placed on net
assets use through external constraints imposed by creditors (such as through debt
covenants), grantors, contributors, or laws or regulation of other governments or
constraints imposed by law through constitutional provisions or enabling legislation.
Unrestricted Net Assets — This component of net assets consists of net assets that do not
meet the definition of "restricted" or "invested in capital assets, net of related debt."
When both restricted and unrestricted resources are available for use, generally it is the
Authority's policy to use restricted resources first.
Government -Wide Financial Statements
The Statement of Net Assets and the Statement of Activities display information about the
Authority as a whole. The Authority's Statement of Net Assets and Statement of Activities are
combined with the governmental fund financial statements. The Authority is viewed as a special
purpose government and has the option of combining these financial statements.
The Statement of Net Assets is reported by adjusting the governmental fund types to report on
the full accrual basis, economic resource basis, which recognizes all long-term assets and
receivables as well as long-term debt and obligations. Any amounts recorded due to and due
from other funds are eliminated in the Statement of Net Assets.
The Statement of Activities is reported by adjusting the governmental fund types to report only
items related to current year revenues and expenditures. Items such as capital outlay are
allocated over their estimated useful lives as depreciation expense. Internal activities between
governmental funds, if any, are eliminated by adjustment to obtain net total revenue and expense
in the government -wide Statement of Activities.
Fund Financial Statements
As discussed above, the Authority's fund financial statements are combined with the
government -wide statements. The fund financial statements include a Balance Sheet and
Statement of Revenues, Expenditures and Changes in Fund Balances.
-13-
LA PORTE REDEVELOPMENT AUTHORITY
NOTES TO BASIC FINANCIAL STATEMENTS
SEPTEMBER 30, 2012
NOTE 2. SIGNIFICANT ACCOUNTING POLICIES (Continued)
Governmental Funds
The Authority has one major governmental fund.
General Fund — To account for all resources not required to be accounted for in another fund.
Basis of Accauntin
The Authority uses the modified accrual, basis of accounting for governmental fund types. The
modified accrual basis of accounting recognizes revenues when both "measurable and available."
Measurable means the amount can be determined. Available means collectable within the
current period or soon enough thereafter to pay current liabilities. The Authority considers
revenues reported in the governmental funds to be available if they are collectable within sixty
(60) days after year-end. Also, under the modified accrual basis of accounting, expenditures are
recorded when the related fund liability is incurred, except for principal and interest on long-term
debt, which are recognized as expenditures when payment is due.
Capital Assets
Capital assets are transferred to the City upon completion. Depreciation is not recorded on items
classified as construction in progress.
Budgeting
In compliance with the governmental accounting principles, the Authority's board members
should annually adopt an unappropriated budget for the General Fund. During the current fiscal
year, the Authority did not amend the budget.
Measurement Focus
Measurement focus is a term used to describe which transactions are recognized within the
various financial statements. In the government -wide Statement of Net Assets and Statement of
Activities, the governmental activities are reported using the economic resources measurement
focus. The accounting objectives of this measurement focus are the determination of operating
income, changes in net assets, financial position, and cash flows. All assets and liabilities
associated with the activities are reported, regardless of the timing of related cash flows. Fund
equity is classified as net assets.
-14-
LA, PORTE REDEVELOPMENT AUTHORITY
NOTES TO BASIC FINANCIAL STATEMENTS
SEPTEMBER 30, 20I2
NOTE 2. SIGNIFICANT ACCOUNTING POLICIES (Continued)
Measurement Focus (Continued)
Governmental fund types are accounted for on a spending or financial flow measurement focus.
Accordingly, only current assets and current liabilities are included on the balance sheet, and the
reported fiend balances provide an indication of available spendable or appropriable resources.
Operating statements of governmental fund types report increases and decreases in available
spendable resources.
Fund Balances
GASB Statement No. 54, Fund Balance Reporting and Governmental Fund -type Definitions,
requires the classification of fund balances in governmental fiends using the following hierarchy:
Nonspendable: amounts that cannot be spent either because they are in nonspendable form or
because they are legally or contractually required to be maintained intact. The Authority does
not have any nonspendable fiord balances.
Restricted: amounts that can be spent only for specific purposes because of constitutional
provisions, or enabling legislation, or because of constraints that are imposed externally. The
Authority does not have any restricted fund balances.
Committed: amounts that can be spent only for purposes determined by a formal action of the
Board of Directors. The Board is the highest level of decision -making authority for the
Authority. This action must be made no later than the end of the fiscal year. Commitments may
be established, modified, or rescinded only through ordinances or resolutions approved by the
Board. The Authority does not have any committed fund balances.
Assigned: amounts that do not meet the criteria to be classified as restricted or committed, but
that are intended to be used for specific purposes. The Authority has not adopted a formal policy
regarding the assignment of fund balances and does not have any assigned fund balances.
Unassigned: all other spendable amounts in the General Fund.
When expenditures are incurred for which restricted, committed, assigned or unassigned fund
balances are available, the Authority considers amounts to have been spent first out of restricted
funds, then committed fiends, then assigned funds, and finally unassigned funds.
WrIm
LA PORTE REDEVELOPMENT AUTHORITY
NOTES TO BASIC FINANCIAL STATEMENTS
SEPTEMBER 30, 2012
NOTE 2. SIGNIFICANT ACCOUNTING POLICIES (Continued)
Accounting Estimates
The preparation of financial statements in conformity with accounting principles generally
accepted in the United States of America requires management to make estimates and
assumptions that affect the reported amount of assets and liabilities and disclosure of contingent
assets and liabilities at the date of the financial statements and the reported amounts of revenues
and expenditures during the reporting period. Actual results could differ from those estimates.
NOTE 3. DEPOSITS AND INVESTMENTS
Deposits
Custodial credit risk is the risk that, in the event of the failure of a depository financial
institution, a government will not be able to recover deposits or will not be able to recover
collateral securities that are in the possession of an outside party. The Authority's deposit policy
for custodial credit risk requires compliance with the provisions of Texas statutes.
Texas statutes require that any cash balance in any fund shall, to the extent not insured by the
Federal Deposit Insurance Corporation or its successor, be continuously secured by a valid
pledge to the Authority of securities eligible under the laves of Texas to secure the funds of the
Authority, having an aggregate market value, including accrued interest, at all times equal to the
uninsured cash balance in the fund to which such securities are pledged. At the fiscal year end,
the carrying amount of the Authority's deposits was $1,177,061 and the bank balance was
$1,179,462. Of the bank balance, $250,000 was covered by federal depository insurance and the
balance was covered by collateral pledged in the name of the Authority and held in a third party
depository.
The carrying values of the deposits are included in the Governmental Funds Balance Sheet and
the Statement of Net Assets at September 30, 2012, as listed below:
GENERAL FUND 1177.0�1
Investments
Under Texas statute, the Authority is required to invest its fiords under written investment
policies that primarily emphasize safety of principal and liquidity and that address investment
diversification, yield, maturity, and the quality and capability of investment management, and all
Authority funds must be invested in accordance with the following investment objectives:
understanding the suitability of the investment to the Authority's financial requirements, first;
preservation and safety of principal, second; liquidity, third; marketability of the investments if
the need arises to liquidate the investment before maturity, fourth; diversification of the
- 16-
11., R:.
L.A. PORTE REDEVELOPMENT AUTHORITY
NOTES TO BASIC FINANCIAL STATEMENTS
SEPTEMBER 30, 2012
NOTE 3. DEPOSITS AND INVESTMENTS (Continued)
Investments (Continued)
investment portfolio, fifth; and yield, sixth. Authority's investments must be made "with
judgment and care, under prevailing circumstances, that a person of prudence, discretion, and
intelligence would exercise in the management of the person's own affairs, not for speculation,
but for investment, considering the probable safety of capital and the probable income to be
derived." No person may invest Authority funds without express written authority from the
Board of Directors.
Texas statutes include specifications for and limitations applicable to the Authority and its
authority to purchase investments as defined in the Public Funds Investment Act. Authorized
investments are summarized as follows: (1) obligations of the United States or its agencies and
instrumentalities, (2) direct obligations of the State of Texas or its agencies and instrumentalities,
(3) certain collateralized mortgage obligations, (4) other obligations, the principal of and interest
on which are unconditionally guaranteed or insured by the State of Texas or the United States or
its agencies and instrumentalities, including obligations that are fully guaranteed or insured by
the Federal Deposit Insurance Corporation or by the explicit full faith and credit of the United
States, (S) certain A rated or higher obligations of states, agencies, counties, cities, and other
political subdivisions of any state, (6) bonds insured, assumed or guaranteed by the State of
Israel, (7) insured or collateralized certificates of deposit, (8) certain fully collateralized
repurchase agreements secured by delivery, (9) certain bankers' acceptances with limitations,
(10) commercial paper rated A-1 or P-1 or higher and a maturity of 270 days or less, (11) no-
load money market mutual fiends and no-load mutual funds with limitations, (12) certain
guaranteed investment contracts (13) certain qualified governmental investment pools and (14) a
qualified securities lending program.
At September 30, 2012, the Authority held no investments.
NOTE 4. DUE TO DEVELOPERS
The Redevelopment Authority is a party to several agreements with Developers who own
property in the La Porte Tax Increment Reinvestment Zone No. 1. The Authority is obligated to
repay the Developers for public improvements made on the property up to the amount of
incremental tax value gained.
The Authority has entered into agreements with the following Developers: Port Crossing Land,
LP; 65 La Porte, LP; and Retreat at Bay Forest, LP. Port Crossing Land, LP has completed the
public improvements detailed in the agreement with the Authority. Port Crossing Land, LP's
reimbursable expenditures totaled S 12,096,488 including interest at May 27, 2009. In the current
-17-
LA PORTE REDEVELOPMENT AUTHORITY
NOTES TO BASIC FINANCIAL STATEMENTS
SEPTEMBER 30, 2012
NOTE 4. DUE TO DEVELOPERS (Continued)
fiscal year, the Developer was reimbursed $1,095,875. To date, reimbursements in the amount
of $4,327,098 have been made to Port Crossing Land, LP for incremental tax value gained.
Payments were applied to interest first, then. principal. The amount due Port Crossing, LP as of
September 30, 2012 is calculated as follows:
Balance Due Developer at 9/3012010
Fiscal Year 2011 Interest
Fiscal Year 2011 Payment
Balance Due Developer at 9/30/2011
Fiscal Year 2012 Interest
Fiscal Year 2012 Payment
Balance Due Developer at 9/30/2012
Principal
Interest
Total Due
$ 10,459,182
$ 79,153
$10 5�35
$
$ 334,230
$ 334,230
f825,821)
f379.933)
(1,205,754)
$ 9,632,361
$ 33,450
$ 9,665,811
310,838
310,838
(776,820)
319 055
(L095,875?
$--8.855,5
$ 25,233
8
The amount shown is not a payable debt if the tract does not generate tax increment sufficient to
pay the accrued amount.
Certain other Developers have completed improvements detailed in the agreement with the
Authority; however, the Developers have not applied for reimbursement because there has been
insufficient incremental tax value gained..
NOTE 5. TAX INCREMENTS
The City has agreed to deposit their tax increments into the Tax Increment Fund established for
the Zone.
The amount of a Participant's tax increment for a year is the amount of property taxes levied and
collected by the Participant for that year on the Captured Appraised Value of real property
taxable by the Participant and located in the Zone. The Captured Appraised Value of real
property taxable by a Participant for a year is the total appraised value of all real properly taxable
by the Participant and located in the Zone for that year less the Tax Increment Base, which is the
total appraised value of all real property taxable by the Participant and located in the Zone on
January 1 of the year in which the Zone was designated as such under the Tax Increment
Financing Act (the "TIF Act"). In the event property is annexed into the Zone by ordinance of
the City, the Tax Increment Base for annexed property is the value of all real property taxable by
a Participant and located in the annexed area on January 1 of the year of annexation, No
-Is-
-. 1 - .. �rvw n-ass :>'^r _•- - - - r".t- ",� -� ' _
LA PORTE REDEVELOPMENT AUTHORITY
NOTES TO BASIC FINANCIAL STATEMENTS
SEPTEMBER 30, 2012
NOTE 5. TAX INCREMENTS (Continued)
Participant is required to deposit tax increments derived from property annexed into the Zone
unless the Participant has agreed to do so.
Each participant is required to collect taxes on property located with the Zone in the same
manner as other taxes are collected. The Participant is required to pay into the tax increment
fund the collected tax increments by the first day of each calendar quarter or pursuant to the
terms of the participation set forth in their respective interlocal agreements.
NOTE 6. CITY OF LA PORTE TAX INCREMENTS
The City and the Zone have established the Tax Increment Fund, a separate fund in the City
Treasury into which tax increments will be deposited.
During the current fiscal year, tax increments of $483,366 were recorded from the City of La
Porte, and $591,728 from the school district based on collected taxes.
NOTE 7. HARRIS COUNTY TAX INCREMENTS
The Commissioners Court of Harris County (the "County") approved an agreement to participate
in the Zone. The amount of participation from years 2001 through 2029 will be 75% of the tax
increment attributed to the capture appraised value. Harris County's participation and use of
fund is limited to projects described in the agreement.
During the current fiscal year, tax increments of $215S82 were collected from the County.
NOTE 8. DUE TO CITY OF LA PORTE, TEXAS
The Authority entered into a Reimbursement Agreement with the City of La Porte. The City
financed capital improvements on behalf of the Authority. The agreement states that the City
will be repaid from available funds subject to certain conditions. Interest accrues at a rate of the
Prime Commercial Lending rate of Chase Manhattan Bank, N.A. or its successors, plus one
percent per annum, compounded semi-annually, on the unpaid balance. Prior payments were
applied to accrued interest.
As of September 30, 2012, the Authority has recorded a due to the City of $662,000 plus interest
calculated at $231,194. Accrued interest on this obligation in the current fiscal year is $36,966.
-19-
M-1
1H
LAPORTE REDEVELOPMENT AUTHORITY
REQUIRED SUPPLEMENTARY INFORMATION
SEPTEMBER 30,2012
LA PORTE REDEVELOPMENT AUTHORITY
SCHEDULE OF REVENUES, EXPENDITURES AND
CHANGES IN FUND BALANCE — BUDGET AND ACTUAL --- GENERAL FUND
FOR THE YEAR ENDED SEPTEMBER 30, 2012
General Fund
Variance
Original and
Positive
Final Budget
Actual
_ Ne ative
REVENUES
Tax Increment Revenue
$ 1,439,000
$ 1,290,676
$ (148,324)
Interest Revenues
_ 1.000
635
L65)
TOTAL REVENUES
$ L440.000
S 1,291,311
$ (,148.689)
EXPENDITURES
Professional and Other Services
$ 36,950
$ 37,399
$ (449)
Developer Reimbursement
1,205 754
1.095,875
109,879
TOTAL EXPENDITURES
$ 1,242.70
1,133,274
$ 109,430
NET CHANGE IN FUND BALANCE
$ 197,296
$ 158,037
$ (39,259)
FUND BALANCE - OCTOBER 1, 2011
1,020 9_44
1.020,944
FUND BALANCE _ SEPTEMBER 30, 2012
r $.24Q
1.178.951
S (39,259)
See accompanying independent auditor's report.
21
aL�
LAPORTE REDEVELOPMENT AUTHORITY
OTHER SUPPLEMENTARY INFORMATION
SEP-rEMBER 30,2012
jj
L.A. PORTE REDEVELOPMENT AUTHORITY
BOARD MEMBERS AND ZONE ADMINISTRATOR
SEPTEAMER 30, 2012
Authority Mailing Address -
Authority Telephone No. -
Position Board Members
1 Peggy Antone
2 Dave Turnquist
3 Alton Porter
4 Horace Leopard
5 Doug Martin
6 Jj meza
7 Lloyd Graham
8 Chester Pool
9 Lin Pfeiffer - Chairman
Executive Director
David Hawes
La Porte Redevelopment Authority
c/o David Hawes
P. 0. Box 22167
Houston, TX 77227
(713) 541-0447
See accompanying independent auditor's report.
. -23-
C.erUfted Public Accountants
13100 Wortlram Center Drive
Sidle 235
III CongressAveurte
Houston, Texas 7706556I0
51tite 400
(713) 462-0341
Austin, Texas 78701
Pax (713) 462-2708
(512) 610-2204
1;-Ivlail: rnQs6�rtigsbp le conr
guzuraas s 1e,rnn:
2012
Board of Directors
La Porte Redevelopment Authority
City of La Porte, Texas
In planning and performing our audit of the financial statements of the La Porte Redevelopment
Authority (the "Authority") as of and for the year ended September 30, 2012, in accordance with
auditing standards generally accepted in the United. States of America, we considered the
Authority's internal control over financial reporting (';internal control') as a basis for designing
our auditing procedures for the purpose of expressing our opinion on the financial statements,
but not for the purpose of expressing an opinion on the effectiveness of the Authority's internal
control. Accordingly, we do not express an opinion on the effectiveness of the Authority's
internal control.
Statement of Auditing Standards No. 115 ("SAS No. 115"), effective for audits of financial
statements for periods ending on or after December 15, 2009, set about to identify and define
deficiencies in internal control that might be significant deficiencies or material weaknesses.
SAS No. 115 requires that significant deficiencies or material weaknesses be communicated to
management in writing.
Our consideration of internal control was for the limited purpose described in the preceding
paragraph and was not designed to identify all deficiencies in internal control that might be
significant deficiencies or material weaknesses and therefore, there can be no assurance that all
deficiencies, significant deficiencies, or material weaknesses have been identified.
A deficiency in internal control exists when the design or operation of a control does -not allow
management or employees, in the normal course of performing their assigned functions, to
prevent or detect and correct misstatements of the Authority's financial statements on a timely
basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control,
such that there is a reasonable possibility that a material misstatement of the entity's financial
statements will not be prevented, or detected and corrected on a timely basis. A significant
deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe
than a material weakness, yet important enough to merit attention by those charged with
governance.
Last year, and again this year, we observed the following deficiencies in the Authority's internal
control that we consider to be material weaknesses.
Member of
American Institute afCertifiedPubllc Accountants
Texas Society of Cerl$ed Public Accountants
Board of Directors
La Porte Redevelopment Authority
Material 'Weaknesses
Draft - subject o, change
Page 2
The Authority's management consists of an appointed Board of Directors ("Directors"). Day-to-
day operations are performed, by private companies ("Consultants") under contract with the
Authority. The Directors supervise the performance of the Consultants; however, although the
Consultants can be part of the Authority's system of internal control, the Consultants are not
members of management. Ultimately, the Directors are responsible for design and
implementation of the system of internal control,
As is common within the system of internal control of most small organizations, the accounting
function of the Authority does not prepare the financial statements complete with footnotes in
accordance with accounting principles generally accepted in the United States of America.
Accordingly, the Authority has not established internal controls over the preparation of its
financial statements. This condition is considered to be a material weakness of the Authority's
system of internal control over financial reporting.
During the course of performing an audit, the auditor prepared journal entries to present the
financial statements on the government -wide basis of accounting, Management's reliance upon
the auditor to detect and make these necessary adjustments is considered to be a material
weakness in internal control. SAS No. 115 does not make exceptions for reporting deficiencies
that are adequately mitigated with nonaudit services rendered by the auditor or deficiencies for
which the remedy would be cost prohibitive.
We agree with the objective of SAS No. 115 to inform an organization of all the conditions in its
internal control that interfere with its ability to record financial data reliably and issue financial
statements free of material misstatement. Communication of the material weaknesses above
helps to emphasize that the responsibility for financial reporting rests entirely with the
organization and not the auditor.
Management's Response
The Authority's Board of Directors is appointed from the general population and do not
necessarily have governmental accounting expertise. The Board engages consultants who
possess industry knowledge and expertise to provide financial services, as well as legal services.
Based on the auditor's unqualified opinion and after reading the financial statements, the Board
believes the financial statements are materially correct. The Board does not think that the
addition of an employee or consultant to oversee the annual financial reporting process is
necessary nor would it be cost effective.
Board of Directors
La Porte Redevelopment Authority
Conclusion
Draft subject to ahan e
Page 3
Management's written response to the material weaknesses identified in our audit has not been
subjected to the auditing procedures applied in the audit of the financial statements, and
accordingly, we express no opinion on it.
This communication is intended solely for the information and use of management, Board of
Directors and the Texas Commission on Environmental Quality and is not intended to be and
should not be used by anyone other than these specified parties.
Sincerely,
McCall Gibson Swedlund Barfoot PLLC
Certified Public Accountants
NOTICE OF MEETING OF
LA PORTE TAX INCREMENT REINVESTMENT ZONE
Notice is hereby given of the meeting of the La Porte Tax Increment Reinvestment Zone to be held
Wednesday, February 6, 2013 at 6:30 p.m. in the Council Chambers of City Hall, 604 West Fairmont
Parkway, La Porte, Texas, for the purpose of considering the following agenda items:
1. Call to order — Lindsay Pfeiffer, President
2. Consider approval of the minutes of Board of Directors meeting held on August 22, 2012;
3. Consent agenda — any item may be removed by a board member for discussion
• Entertain motion and a second to approve the TIRZ items in the same form and manner as was approved
in the previous Redevelopment Authority meeting — Lindsey Pfeiffer, Chairperson
a. Consider FY 2012 Redevelopment Authority audit;
b. Consider payments for infrastructure improvements to City of La Porte and Harris County;
c. Receive report from city, staff and developers with regard to development within the boundaries of the
tax increment reinvestment zone;
d. Consider approval or other action with regard to authority invoices;
e. Board member comments with regard to matters appearing on agenda and inquiry of staff regarding
specific factual information or existing policy;
f Adjournment.
In compliance with the American Disabilities Act, the City of La Porte City will provide for reasonable
accommodations for persons attending public meetings. To better serve attendees, requests should be
received 24 hours prior to the meetings. Please contact Patrice Fogarty, City secretary, at 281-470-5019
or TDD 281-471-5030.
A possible quorum of city council members may be present at this meeting and participate in discussions but
will take no action.
David W. Hawes
Executive Director
LA PORTE TAX INCREMENT REINVESTMENT ZONE,
CITY OF LA PORTE, TEXAS
AGENDA MEMORANDUM
TO: La Porte Tax Increment Reinvestment .Zone
FROM: Zone Administrator
SUBJECT: Agenda Item Materials
2. Consider approval of the minutes of Board of Directors Meeting held on September 26,
2012;
3. Consent agenda — any item may be removed by a board member for discussion
• ENTERTAIN MOTION AND A SECOND TO APPROVE THE TI iZ rrEMs IN THE SAME
FORM AND MANNER AS WAS APPROVED IN THE PREVIOUS REDEVELOPMENT
AUTHORITY MEETING — LINDSEY PFEIFFER, CHAIRPERSON
a. Consider FY 2012 Redevelopment Authority audit
b. Consider payments for infrastructure improvements to City of La Porte and Harris
County;
c. Receive report from city, staff and developers with regard to development within the
boundaries of the tax increment reinvestment zone;
d. Consider approval or other action with regard to authority invoices;
e. Board member comments with regard to matters appearing on agenda and inquiry of
staff regarding specific factual information or existing policy;
£ Adjournment.
LA PORTE TAx INCREMENT itEwmTMENT ZONE
c/o Hawes Hill Calderon LLP
P.O. Box 22167
Houston TX 77227-2167
713-595-1200 or FAX 713-541-9906
La Porte Tax Increment Reinvestment Zone Number One,
City of La Porte, Texas
Minutes of the Board Meeting
Held September 26, 2012
Call to order — Doug Martin, Vice Chairman
The Board of Directors of the La Porte Tax Increment Reinvestment Zone Number One, City of
LaPorte, Texas, held a meeting, open to the public, on the 26"' day of September, 2012; the
meeting was called to order at 6:47 p.m. in the City Council Conference Room of the City Hall,
604 West Fairmont Parkway, La Porte, Texas, and the roll was called of the duly appointed
members of the Board, to wit:
Peggy Antone
Position I
Dave Turnquist
Position 2
Alton Porter
Position 3
Horace Leopard
Position 4
Doug Martin
Position 5
JJ Meza
Position 6
Lloyd Graham
Position 7
Chester Pool
Position 8
Lin Pfeiffer
Position 9 - Chainnan
and all of the above were present except Directors Graham, Antone, Porter and Pfeiffer, thus
constituting a quorum. Also present at the meeting were Stacey Osborne and David Hawes.
Consider approval of the minutes of the Board of Directors meeting held on August 26,
2012.
Upon motion made by Director Martin, seconded by Director Meza, the board voted
unanimously to approve the minutes as presented.
CONSENT AGENDA — ANY ITEM MAY BE REMOVED BY A BOARD MEMBER FOR
DISCUSSION
ENTERTAIN A MOTION AND A SECOND TO APPROVE THE TIRZ ITEMS IN THE
SAME FORM AND MANNER AS WAS APPROVED IN THE PREVIOUS
REDEVELOPMENT AUTHORITY MEETING
a. Consider professional services agreement to prepare FY 2012 Redevelopment Authority Audit.
b. Discuss report regarding distribution of tax increment funds in accordance with approved
development agreements;
c. Receive report from city, staff and developers with regard to development within the
boundaries of the tax increment reinvestment zone;
d. Consider approval or other action with regard to authority invoices
e. Board member comments with regard to matters appearing on agenda and inquiry of staff regarding
specific factual information or existing policy.
f. Adjournment.
Upon motion duly made by Director Leopard, seconded by Director Turnquist, the Board voted
unanimously to adopt the consent agenda and to approve all TIRZ items in the same form and manner
as they were approved in the previous Redevelopment Authority meeting.
The Board meeting adjourned at 6:48 p.m.
SIGNED:
TITLE:
ATTEST:
TITLE:
DATE: DATE:
La Porte Tax Increment Reinvestment Zone Number One,
City of La Porte, Texas
Minutes of the Board Meeting
Held September 26, 2012
Call to order — Doug Martin, Vice Chairman
The Board of Directors of the La Porte Tax Increment Reinvestment Zone Number One, City of
La Porte, Texas, held a meeting, open to the public, on the 26th day of September, 2012; the
meeting was called to order at 6:47 p.m. in the City Council Conference Room of the City Hall,
604 West Fairmont Parkway, La Porte, Texas, and the roll was called of the duly appointed
members of the Board, to wit:
Peggy Antone
Position 1
Dave Turnquist
Position 2
Alton Porter
Position 3
Horace Leopard
Position 4
Doug Martin
Position 5
JJ Meza
Position 6
Lloyd Graham
Position 7
Chester Pool
Position 8
Lin Pfeiffer
Position 9 - Chairman
and all of the above were present except Directors Graham, Antone, Porter and Pfeiffer, thus
constituting a quorum. Also present at the meeting were Stacey Osborne and David Hawes.
Consider approval of the minutes of the Board of Directors meeting held on August 26,
2012.
Upon motion made by Director Martin, seconded by Director Meza, the board voted
unanimously to approve the minutes as presented.
CONSENT AGENDA — ANY ITEM MAY BE REMOVED BY A BOARD MEMBER FOR
DISCUSSION
ENTERTAIN A MOTION AND A SECOND TO APPROVE THE TIRZ ITEMS IN THE
SAME FORM AND MANNER AS WAS APPROVED IN THE PREVIOUS
REDEVELOPMENT AUTHORITY MEETING
a. Consider professional services agreement to prepare FY 2012 Redevelopment Authority Audit.
b. Discuss report regarding distribution of tax increment funds in accordance with approved
development agreements:
c. Receive report from city, staff and developers with regard to development within the
boundaries of the tax increment reinvestment zone:
d. Consider approval or other action. with regard to authority invoices
e. Board member comments with regard to matters appearing on agenda and inquiry of staff regarding
specific factual information or existing policy.
f. Adjournment.
Upon motion duly made by Director Leopard, seconded by Director Turnquist, the Board voted
unanimously to adopt the consent agenda and to approve all TIRZ items in the same form and manner
as they were approved in the previous Redevelopment Authority meeting.
The Board meeting adjourned at 6:48 p.m.
SIGNED:
TITLE:
ATTEST:
TITLE:
DATE: DATE: