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Odessa Development Corporation

Regular Meeting

Odessa, TX · August 8, 2024

AgendaMinutes

Minutes

ODESSA DEVELOPMENT CORPORATION MINUTES CITY OF ODESSA, TEXAS August 8, 2024 A regular meeting of the Odessa Development Corporation (ODC) was held on August 8, 2024, at 8:30 a.m. in the Council Chambers, 5th floor, City Hall, 411 W. 8th St. Odessa, Texas. Members present: David Boutin, Tim Harry, Larry Robinson, Jeff Russell, and James Kirk Members absent: Melanie Hollmann Others present: Dan Jones, City Attorney; Christina Buhnerkempe, Legal Assistant; John Beckmeyer, City Manager; Gilbert Vasquez, City Council; Steve Thompson, City Council; Matt McGee, Finance Controller; Christi Callicoatte and Britney Mann, Current Media Partners; James Beauchamp, MOTRAN; Renee Earls, Odessa Chamber of Commerce; Tom Manskey, Office of Economic Development; Kathi Vaughn, Office of Economic Development; Lindsey Simpkins, Office of Economic Development; Chris Walker, Black Chamber of Commerce; and Others: and other interested citizens A quorum being present, Mr. Russell called the meeting to order, and the following proceedings were held: Mr. Boutin gave the invocation. The Pledge of Allegiance and Texas Pledge were recited. Minutes of July 11, 2024, Mr. Boutin found a mistake on page 1 of the July 11th minutes. Where it says, “not a slate of 11 or 12”, should be “not out of 11 or 12 applicants”. Also, on page 3, first paragraph, there is a typo Municipal Sexcurities should be Municipal Securities. Motion was made by Mr. Boutin and seconded by Dr. Kirk to approve the minutes as amended. The motion was approved by unanimous vote. Minutes of July 25, 2024, Special Meeting. Motion was made by Mr. Boutin and seconded by Dr. Kirk to approve the minutes of the July 25, 2024, special meeting. The motion was approved by unanimous vote. Contractors’ reports: Economic Development Department, Current Media Partners, Black Chamber of Commerce, UTPB-America’s SBDC, MOTRAN, and City Administrative support: financials. Mr. Manskey had to step out of the board meeting to take a call. Mr. Russell stated a motion was needed to suspend the rules. Motion was made by Mr. Boutin and seconded by Dr. Kirk to suspend the rules. The motion was approved by unanimous vote. ODC Minutes August 8, 2024 Page 2 Mrs. Callicoate and Mrs. Mann reviewed the monthly report and the Target Industry Analysis. Basically, in the month of July their budget was increased back to the normal level they started with. They had reduced the budget for several months waiting for the results of the Target Industry survey results. Paid views nearly doubled because of the new campaign. With the digital campaigns, there was growth in every campaign with a call out to the new manufacturing. They refreshed some of the creative. Everything outperformed the month before. Current Media continues to report lead forensics with high visitation from the leads they think are viable to the staff with the names of companies. They started Workforce Wednesday’s, mid-July, this is a special section for social, they will continue to update. Workforce Wednesday’s is tips and things to continue the workforce effort. Ms. Callicoatte gave an overview of the Target Industry Analysis. Golden Shovel worked extensively on the Target Industry Analysis. They were very impressive. A committee of six people worked on the analysis. The survey was distributed to businesses and community leaders, hospitals, the school district, and higher education. The survey was distributed to different types of businesses, and they conducted one on one interviews. The overall report is 105 pages. The survey was emailed to the board in June. They researched the assets and the current eco system. They also researched state programs. Things that Odessa would align with incentives that are available through the state that would support the industries they recommended. They identified the target industries that they felt like Odessa could benefit the most from and the ones that can sustain growth. They compared Odessa to other communities like San Angelo, Abilene, Lubbock, Amarillo and Las Cruces, NM. The reason they compared Odessa to Las Cruces was because some of the NAICS codes / industry matched ours. General Construction, we were way under other communities. We have the workforce doing the jobs, but they are not doing jobs at the companies in Odessa in some instances. We lead in manufacturing but could be leading by more. Professional Services were underserved. It is hard to market in a broad way, they will look at other ways to market Professional Services. A lot of the responses were the “grow your own”. Mr. Russell suggested following up with Odessa College and UTPB to see in these areas how many kids are graduating and how many are staying in the area. Why are they leaving and look at what can be done to keep them local. Mr. Boutin asked if the UTPB Gap Analysis that ODC and MDC are funding will enhance workforce issues. Based on the data and the survey findings, and interviews, Golden Shovel recommends that the ODC target the following industries. These recommendations build up the mindset of, “Make it and deploy it here”: Renewable Energy Manufacturing, Renewable Energy, Manufacturing, Professional Services and Construction. A lot of interviewees/companies liked the fact that we are more isolated and like our spirit. We have a strong medical system and transportation is an asset, particularly with an International Airport. Quality of life came up quite a bit. Regarding renewable energy and renewable energy manufacturing, so far, they are just focusing on manufacturing. Manufacturing campaigns have far exceeded expectations. Texas is leading in renewable manufacturing and renewable energy. Wages are higher for renewable manufacturing. One item that came up in the survey was 3D manufacturing. Mrs. Callicoatte stated they will approach 3D manufacturing after they research/understand it a little more. Mrs. Callicoatte stated that even though Medical was not on the targeted list they will still look at medical manufacturing. They will pay attention to some of the infrastructure things ODC is already doing and do more public relations on those things. At present Current Media is focusing on manufacturing and renewable energy manufacturing. The goal was to identify key industry sectors and drill into key businesses to go after. They are writing new content to go on the website. As things happen, they are being shared on social media. Mr. Russell wanted to follow up on ODC Minutes August 8, 2024 Page 3 signage for projects. Mrs. Callicoatte stated they have two sizes designed but right now they have been doing banners. Mr. Manskey discussed activity. Project Oasis will be in town meeting with taxing entities. Project Texas Clean Energy is moving forward. They have met with a company in Midland to help move the project forward. Should hear something soon with regards to a groundbreaking for Project Molecule. Working with Current Media on a couple of press releases but waiting on approval by City Council to release. Mr. Manskey stated the Activity Report Mr. Harry has requested is being proofed and will be emailed out to the board within the next day or so. Mr. Manskey reported on Nacero. A letter did go out from the attorney to Nacero certified mail. The certified letter was returned unread and unsigned for. A letter was sent standard mail and was not returned. Mr. Manskey stated that he would reach out to Hal Bouknight with Nacero to see if he could find out what is going on. There was a request for the return of the funds received, no response. Mr. Manskey discussed the Target Industry report regarding Construction. Odessa College has a Construction Management Program that is new. A meeting will be scheduled to sit down with leadership at Odessa College and discuss what companies to target and concerns they may have. Mr. Manskey stated he has reached out to a company regarding transformer shortage. There is an 18-month delay in the supply chain for transformers, will look into and address. Social Media followers jumped up a little. BRE visits were slow he believes due to summer months. Mr. Walker presented the Black Chamber of Commerce report. The Black Chamber website and Facebook page have been revamped. A remarkable 17% increase in Facebook activity due to social media posts and regular updates regarding upcoming events on the BCCPB calendar. They hosted 7 counseling sessions with a range of topics including building assistance, financial planning, exploring new membership opportunities, success strategies, and event planning. Over 150 food boxes were handed out to families in need, partnered with a community group to supply meals to more than 60 children enrolled in a summer program, and hosted the BCCPB’s first ever Charitable Fund Bowling Tournament. The bowling event was dedicated to raising funds for scholarships to assist graduating seniors as they pursue higher education. The BCCPB is currently in the planning stages for the 34th Annual Ebony Bar Awards Banquet, a highlight of the Black Chamber’s 40th Anniversary Celebration. The Annual Ebony Bar Award event is scheduled for October 5th. Mr. Beauchamp provided a list of ODC – Transportation Projects - Local Leveraging Project Report July 2022 and FY 2023-2032 UTP & TIP Funded Projects Amendment No. 3. Map. The Local Leveraging Projects have had remarkable results but is very complicated. Mr. Beauchamp stated that the reason it is complicated is any project in Midland and Odessa must go through the MPO. Mr. Beauchamp explained the process. The focus of Odessa is on the area of the loop. Currently, there is $3.5 million of the original $15 million that is not authorized. One of the primary benefits of leveraging is the ability to expedite projects, and MOTRAN would like to facilitate moving forward with discussions between the City of Odessa, ODC, and TXDOT, to try to maximize the benefit of the remaining funds, as well as, moving additional projects forward. Mr. Beauchamp’s recommendation for the $3.5 million is building the 87th Street overpass and then installing the frontage road all the way up from Yukon to 385. There will have to be $18 million put into that so it will have to come from the commission, and they realize that. This helps bump the project up faster. The other important part of this is once you install the frontage roads the other two issues will be overpasses at 100th Street and Grandview. You can’t build the overpasses until you have the access roads because you ODC Minutes August 8, 2024 Page 4 must divert the traffic to the access roads. That gives you a fully functional freeway designed loop around Odessa on Loop 338. Mr. Beauchamp stated that looking at other projects he suggested roughly an $8-10 million allocation over the next 20 years. Mr. Beauchamp provided a list with a map of Executed/Funded Projects; Executed/Unfunded Projects; Authorized Projects and Suggested Projects. Essentially putting $5 million on each side of Loop 338. From an economic development standpoint traffic counts on the western portion of the loop are 25-32% truck traffic. It is an industrial route to divert truck traffic from the downtown area. Traffic counts are down from 5 years ago. Also, when you add access roads you are adding a lot of property for development. Mr. Beauchamp stated that the east side of Loop 338 is mostly residential. The commute time has increased to over 10-15 minutes and in a couple of years commute time will be up to 20 minutes. Mr. Russell asked if longer commute times were due to truck traffic or is it just lack available roads? Mr. Beauchamp stated that it just depends on where you look. Truck traffic is approximately 14% on the east loop. The loop is more about getting to that freeway design, free flow of traffic, higher rates of speed and less conflict points to move people or freight. Mr. McGee, Finance Controller, discussed financials. Ms. Banda was not able to get to any financial reports due to a family emergency. She will provide reports for July and August at the next ODC Board meeting. ODC Committee and Officer reports: Partnership, Tax Incentive, Advertising, DOI Grants Design Review Board, and Compliance. Mr. Boutin stated the Tax Incentive Committee will meet on August 16th Michael Forrest, Mr. Boutin, and legal to look at revising the process and intent of the Tax Incentive process. Mr. Russell stated nothing to add to advertising. He thanked Current Media for their good work and staying on top of things. Citizens’ Comments on non-agenda items. No comments. Discuss and consider authorizing ODC to enter into an Economic Development Agreement with Rental King LLC for the development of a new location in Odessa (Resolution). Mr. Manskey stated this project has been before the ODC Board before. The project requested a specific amount of $210,000, it came before the ODC Board after being approved by the ODC Compliance Committee. The ODC Board then approved the request. At some point during the process the project was made aware they qualified for more money than they requested, and then their bank wanted more money than initially requested for the SBA Loan. The amount was then requested to increase to $636,000 which is just slightly under what they qualified for at the maximum level. Rental King came back with a new application, the Compliance Committee reviewed and made a recommendation to approve the new amount to the ODC Board. The ODC Board decided to stay with the first dollar amount approved because nothing had changed outside of the ask. The project then went before city council for discussion, there had been some outreach with regards to the project and why it would be beneficial to support the project at the higher level but because the number was already approved, they could not raise the amount. The City Council kicked the project back to ODC for further discussion. The application is in the ODC packet minus the payroll and specific job information. They will be closing the Midland facility after building a new facility in Odessa. The location is across the interstate from the Family Dollar Distribution Center. ODC Minutes August 8, 2024 Page 5 The project is in the city of Odessa. Mr. Russell wanted to know where the $636,000 amount comes from. He was concerned about the Matrix numbers and where the numbers come from and the reporting that comes to the ODC Board. Mr. Manskey stated it is an exhibit to the Development Plan. Mr. Boutin discussed why the Matrix was developed. Most of the grant applications are complex. He stated that the compliance committee is skilled and evaluates the application and matrix. It is basically a trade secret for the city and ODC, we do not want to give up the competitive advantage to other communities. Mr. Boutin stated he thinks ODC must be careful regarding are ODC funds necessary to make the project work. ODC does not want to do that. ODC wants to make sure the funds are strictly incentives for the expansion or relocation here. If the funds are critical to making the project work, it is too risky. Mr. Russell stated he felt comfortable with the $210,000, he does not know how this got to $636,000. The other concert Mr. Russell had was how many of those transfer jobs are really moving to Odessa. Mr. Manskey stated he asked and was told Mr. Vore stated the employees will move to Odessa within the next two years. Mr. Robinson voiced concerns of the address on the ODC Application being in Midland. Mr. Manskey stated that Midland is the address of the current location because they did not have a physical address for the new location in Odessa, Ector County. Mr. Manskey stated the application does show the address of East I20 and JBS Parkway would be targeted for purchase and build. After much discussion, a motion was made by Dr. Kirk with a second by Mr. Harry to approve the $636,000 grant request. Motion carried by a vote of 4 to 1. Discuss and consider amendment/revision to EDA with Walkamin Trading Company. Mr. Russell stated there are some changes to some dates. They moved the commence construction date out to October 1, 2024, at the request of Mr. Bell. The date was originally July 1, 2024. The amount was adjusted from $8.5 million to $6.5 million. Mr. Bell has all the bids in, and it came out under what was budgeted. Exhibit B was pulled from the agreement. Nothing has changed in the specifications. Mr. Robinson pointed out that on Page 2 of 18 of the redlined copy in the second paragraph, “as further described in Exhibit B of this Agreement” needs to be redlined and needs to be removed from the agreement. Mr. Boutin stated that legal should clarify the first two “WHEREAS” paragraphs on page 2 of 18. A motion was made by Mr. Boutin with a second by Dr. Kirk. to approve the revisions to the Walkamin Trading Company Agreement with provisions that legal cleanup the two paragraphs in question. Make sure we are not referring to Exhibit B. The motion was approved by unanimous vote. Discuss and consider FY 2024-2025 contractor agreements. Mr. Russell stated the contracts were discussed in the ODC Budget Workshop. Mr. Manskey stated that he has received information from Whitley Penn that they have not been approached regarding their FY 2024-2025 services to the ODC Board. Essentially, they sent an email to Mr. Manskey and Attorney, Jeff Moore and the only thing that changes in the contract is the dates and the pricing per compliance audit per project. There is an increase from $6,500 to $7,800. Mr. Manskey provided the packet with the exhibit showing the service agreement for pricing last year and just before that exhibit it shows the new exhibit lining out Whitley Penn’s new pricing. Mr. Russell stated that in discussions with Whitley Penn, they have been discussing how to cut the cost and the length of time it takes to get back to the grant recipient. Discussions are ongoing regarding how they can streamline the process. Also, discussed they the way Whitley Penn submits their bills to receive ODC Minutes August 8, 2024 Page 6 payment in a timely fashion. The adjustment in the budget is the audit reports are increasing from $6,500 per compliance report to $7,800. A motion was made by Dr. Kirk and seconded by Mr. Harry to approve the purposed budgets. The motion was approved by unanimous vote. Remove from the table to discuss and consider FY 2024-2025 General Development Plan. Motion was made by Mr. Harry and seconded by Dr. Kirk to remove the item from the table. The motion was approved by unanimous vote. Mr. McGee discussed the budget and the adjustments that Ms. Banda made to the FY 2024-2025 Proposed Revenues and Expenditures Budget Summary. Some of the big changes Ms. Banda made were the breakdowns of the Business Incentives the Capital Infrastructure Grants and the Downtown Infrastructure Grants. These were normally grouped into one line item, but Ms. Banda wanted to break it down to give a better visual of what is going on and make it clearer. Mr. McGee to discuss the way Business Incentives were budgeted. Ms. Banda broke out Business Incentives with two options for ODC board to review. Business incentives are typically budgeted at projected maximums. Based on current and active performance agreements, ODC could pay out up to $3.216 million (not including ICA and Walkamin as infrastructure projects) in grant payments in the coming fiscal year, leaving $21,784,267 available for new incentives. However, it is common practice for ODC to budget for the whole incentive amount in the annual budget. The second part is the Capital Infrastructure with the same concept. Mr. Russell stated he found the information very helpful. Mr. Boutin stated that he would like to see the Capital Infrastructure Grants bumped up to $30 million which will change the Business Incentives to $20 million. If something comes up the budget can be amended. A motion was made by Mr. Boutin with a second by Dr. Kirk to approve the General Development Plan. The motion was approved by unanimous vote. Discuss and consider FY 2024-2025 ODC Budget. Mr. Russell stated agenda items 9 and 10 were discussed and considered with the above discussion. A motion was made by Mr. Boutin with a second by Dr. Kirk to approve the FY 2024- 2025 ODC Budget with the change to the Capital Infrastructure Grants to $30 million and the Business Incentives to $20 million. The motion was approved by unanimous vote. Closed Session the board may recess into Executive Session in compliance with section 551.001 et. Seq. Texas Government Code in accordance with: a. Section 551.071. Consultation with Attorney Letter of engagement with legal counsel. b. Section 551.072. Deliberation regarding real property: the purchase, exchange, lease or value of real property, c. Section 551.087. Deliberation regarding Economic Development negotiations. Project Logical Location ODC Minutes August 8, 2024 Page 7 A motion was made by Mr. Harry with a second by Dr. Kirk to recess into Executive Session. The motion was approved by unanimous vote. Recessed into Executive Session at 10:27 a.m. Reconvene into Regular Session and take any necessary action as a result of the closed session. A motion was made by Mr. Harry with a second by Mr. Boutin to reconvene into regular session at 11:27 a.m. The motion was approved by unanimous vote. Mr. Russell stated no action was taken on Letter of Engagement with legal counsel and no action was taken on Project Logical Location. Mr. Russell requested the Letter of Engagement received from the attorney; Jeff Moore be delivered to the city attorney’s office. Mr. Russell gave a copy to Ms. Vaughn. Citizens comments on non-agenda items. No comment. Upcoming dates for future ODC Board meetings. Mr. Russell stated the next ODC Board meeting is tentatively scheduled for Thursday, September 12, 2024, at 2:00 p.m. Motion was made by Dr. Kirk and seconded by Mr. Harry to adjourn the meeting. The motion was approved by unanimous vote. The meeting was adjourned at 11:29 a.m. PREPARED BY: APPROVED: Kathi Vaughn James Kirk Economic Development Specialist President ATTEST: Norma Aguilar, TRMC, CMC City Secretary

Agenda

PUBLIC NOTICE ODESSA DEVELOPMENT CORPORATION BOARD OF DIRECTORS MEETING In accordance with the Open Meetings Act, Chapter 551 of the Government Code of Texas, notice is hereby given to all interested persons that the Odessa Development Corporation (“ODC”) will meet on Thursday, August 8, 2024 at 8:30 a.m. in the Council Chambers, fifth floor, City Hall, 411 W. 8 th St., Odessa, Texas for the following purpose: See attached agenda This Notice is being posted on the south door of City Hall and on the bulletin board of the first floor of City Hall, Odessa, Texas, on the City of Odessa’s website www.odessa-tx.gov, and on the Odessa Development Corporation’s website www.odessatex.com, this the ______ day of August, 2024 at __________ ___.m., said time being more than seventy-two hours (72) prior to the time at which the subject meeting will be convened and called to order. The meeting is available to all persons regardless of disability. Individuals with disabilities who require special assistance should contact the City Secretary's Office at 432-335-3276, or 411 West 8th Street, First Floor, Odessa, Texas, during normal business hours at least twenty-four hours (24) in advance of the meeting. Norma Aguilar, TRMC, CMC City Secretary ODC Meeting Agenda August 8, 2024 8:30 a.m. Odessa City Hall, 5th Floor Council Chambers 1. Call to Order 2. Invocation and Pledge of Allegiance 3. Consider Minutes of July 11, 2024, meeting and July 25, 2024, special meeting. 4. Contractors’ reports: A. Economic Development Department ............................................... Tom Manskey B. Current Media Partners ............................................................... Christi Callicoatte C. Black Chamber of Commerce ............................................................. Board Packet D. UTPB-America’s SBDC .......................................................................... Tyler Patton E. MOTRAN .................................................................................... James Beauchamp F. City Administrative Support: Financial................................................ Kaylie Banda 5. ODC Committee and Officer reports: A. Partnership............................................................................................ Jeff Russell B. Tax Incentive ........................................................David Boutin, Melanie Hollmann C. Advertising .......................................................................... James Kirk, Jeff Russell D. DOI Grants Design Review Board..................... Larry Robinson, Melanie Hollmann E. Compliance ...................................................... Melanie Hollmann, Larry Robinson Any member of the public may address the ODC Board regarding any of its agenda items before or during the consideration of the item. 6. Discuss and consider authorizing ODC to enter into an Economic Development Agreement with Rental King LLC for the development of a new location in Odessa (Resolution)…………………………….…………Compliance Committee 7. Discuss and consider amendment/revision to EDA with Walkamin Trading Company…….………..ODC Board 8. Discuss and consider FY 2024-2025 contractor agreements……………………………………………………. ODC Board 9. Remove from the table to discuss and consider FY 2024-2025 General Development Plan……... ODC Board 10. Discuss and consider FY 2024-2025 ODC Budget……………………………………………………………………... ODC Board Closed Session 11. The Board may recess into Executive Session in compliance with Section 551.001 et. seq. Texas Government Code in accordance with: a. Section 551.071. Consultation with Attorney. Letter of engagement with legal counsel. b. Section 551.072. Deliberation regarding real property: the purchase, exchange, lease or value of real property. c. Section 551.087. Deliberation regarding Economic Development negotiations. Project Logical Location 12. Reconvene into Regular Session and take any necessary action as a result of the closed session. 13. Citizens comments on non-agenda items 14. Upcoming dates for future ODC Board meetings ............................................... Jeff Russell A. Next ODC Board Meeting is scheduled for Thursday, September 12, 2024, at 8:30 am in the City Hall Council Chambers on 5th floor. ODC Meeting Agenda cont. 15. Adjourn ............................................................................................................... Jeff Russell COURTESY RULES Thank you for your presence. The ODC Board appreciates your interest in Odessa City Government. PLEASE SILENCE OR TURN OFF ALL MOBILE DEVICES. If you wish to address the ODC Board, obtain a speaker card just inside the Council Chambers, complete the information requested on the card, and deliver to the Assistant ODC Secretary before the meeting or as soon as you can. Speakers will be heard as the individual item(s) in which they have registered an interest come before the ODC Board. Remarks will be limited to three (3) minutes per speaker. PLEASE GIVE YOUR NAME FOR THE RECORD. Delay or interruption of the proceedings will not be tolerated. ODESSA DEVELOPMENT CORPORATION MINUTES CITY OF ODESSA, TEXAS July 11, 2024 A regular meeting of the Odessa Development Corporation (ODC) was held on July 11, 2024, at 8:35 a.m. in the Council Chambers, 5th floor, City Hall, 411 W. 8th St. Odessa, Texas. Members present: David Boutin, Kris Crow, Tim Harry, Larry Robinson, James Kirk, and Jeff Russell. Members absent: Melanie Hollmann Others present: Dan Jones, City Attorney; Christina Buhnerkempe, Legal Assistant; John Beckmeyer, City Manager; Kaylie Banda, Director of Finance; Renee Earls, Odessa Chamber of Commerce; Tom Manskey, Office of Economic Development; Kathi Vaughn, Office of Economic Development; Lindsey Simpkins, Office of Economic Development; Chris Walker, Black Chamber of Commerce; and Others: and other interested citizens A quorum being present, Mr. Russell called the meeting to order, and the following proceedings were held: Mr. Harry gave the invocation. The Pledge of Allegiance and Texas Pledge were recited. Minutes of June 13, 2024, Mr. Boutin noted a change on page 3 of the minutes, the word redact should be changed to delete and on page 4, it says Orrex Plastics Company LLC qualifies for $2.2 million, it should state $2.1 million. Mr. Russell stated that it be clarified and added under the ODC Compliance Committee appointments that “Mr. Harry stated he would not withdraw his motion to appoint as the previous meeting the ODC Board had approved the motion by Mr. Boutin to approve a slate of reappointments of the Compliance Committee.´ Mr. Boutin stated to add his explanation that they don’t match up because they only had four reappointments not a slate of 11 or 12. Motion was made by Mr. Boutin and seconded by Dr. Kirk to approve the minutes as amended. The motion was approved by unanimous vote. Contractors’ reports: Economic Development Department, Current Media Partners, Black Chamber of Commerce, UTPB-America’s SBDC, MOTRAN, and City Administrative support: financials. Mr. Manskey reviewed the economic development activity report. Project Oasis went before the County Commissioners Court Tuesday, July 9th on the reinvestment zone vote. There will be a posting on the reinvestment zone and will go for a final vote at the first County Commissioners Court meeting in August. Project Oasis is a $200 million project ancillary to the 1PointFive project. They will get their own raw water and treat it. They will employee 25-30 FTE’s. ODC Minutes July 11, 2024 Page 2 The average salary for those employees will be $150,000. The current DAC for 1PointFive is over 90% complete and should be up and going in 2025. Project Molecule is another ancillary to 1PointFive and is an $80 million gas separation project. Project Molecule is Matheson Gas. Project Oasis and Project Molecule are projects 1PointFive had planned to do internally, part of their $810 million dollar proposal, however the project cost kept climbing so now they have reached out and have partners to help. Mr. Harry wanted to know if the ancillary projects are part of the $810 million 1PointFive investment? Mr. Manskey stated yes. Mr. Russell wanted to know how long before property tax revenues are seen out of these projects? Mr. Manskey responded that most of the abatement agreements are ten years. Mr. Manskey stated he has been working on the budget and will have a project list for the board at the next ODC meeting. Mr. Manskey is working on Project Cohort and handed out a draft agenda. This is for an event for a workforce project that will be called “Knowledge Without Borders”. This is to work with employers and citizens on proper pipelines to legally work. Working with LULAC, Odessa College, and PB Workforce Solutions to develop an Immigration Resource Center. The Governor’s Small Business Summit will be August 22nd. Additional event information will be provided at a later date. Mr. Russell wanted to know if there has been a response from Nacero in regard to refunding the grant money. Mr. Manskey stated that attorney Jeff Moore has sent a letter to Nacero. Mr. Russell requested a copy of the letter be emailed to the ODC Board. Mr. Walker presented the Black Chamber of Commerce report. The Black Chamber saw an increase of 3% in Instagram followers and 10% in Facebook activity. The boost was amplified by the promotion of the Juneteenth celebration, the Charitable Fund bowling tournament, and the First Friday event. The bowling tournament is to raise money for graduating seniors. The Woodson Boys & Girls club will have a ribbon cutting and grand opening on July 17th. Ten scholarships will be awarded to students through the Black Chamber of Commerce. The chamber partnered with the SBDC to help sponsor the “Marketing Plan” workshop. Ms. Banda reviewed the ODC May 2024 Financials. Local Government Pool balance is $70,445,937; CDs and CDARs $4,412,044; Municipal Securities $2,989,590, and Money Market $9,783,877. Total Assets $90,005,053. No changes in Fund Balance short term or long term reserved. There is still $7,000,000 in TXDOT assigned funds available, $11.5 million has been expended with $7 million left. Ms. Banda will identify which projects the $11.5 million expended are for. 4-A Sales Tax receipts for May totaled $1,314,716 and YTD $9,538,293 which is above budget. Total Revenues for the month totaled $1,710,805. Total Expenditures for May was $219,262. Ms. Banda reported no changes in the Reserve Fund Balance, no payments were issued. Mr. Russell asked when Nacero will be removed from the Reserved Fund Balance. Ms. Banda stated she is waiting on documentation that Nacero has been officially cancelled. Once she receives the documentation from the ODC attorney the $16,008,400 will adjust accordingly. Mr. Boutin had a question on the Expenditures regarding Insurance. Ms. Banda will investigate the Insurance item for clarification. Ms. Banda reviewed the Investment Summary pointing out the Changes in Fair Value and Interest for the CDs. The $16,496 collected in the month of May is $5,000 higher than what was reported in April because of the CD that matured at First Bank and Trust. It was renewed for 8 months at 5.22%, it was at little over 2%. Ms. Banda reviewed the Investments. The Beginning of the Month Local Government Pools were $70,944,900 and ended at $72,583,893. Money Market Investments $9,783.877 paying at 5.22%. Mr. Crow asked if there were any thoughts of moving part of the Money Market funds into TexPool accounts. Ms. Banda stated she will look into moving money but would like to check ODC Minutes July 11, 2024 Page 3 historical balances first. Mr. Crow suggested moving $5,000,000. Ms. Banda stated that next month they can look at options to purchase Municipal Sexurities. Sales Tax figures for the month of June, $1,198,870.92 received. ODC Committee and Officer reports: Partnership, Tax Incentive, Advertising, DOI Grants Design Review Board, and Compliance. Mr. Russell gave the Advertising report. Current Media has a good solid plan moving forward rolling out the new Only Odessa brand. ODC is getting some good editorial content/articles, placing ads in various places. Current Media will go over the Target Industry Survey in detail at the August 1st Budget meeting. The Target Industry Survey will help identify key areas to focus on. Mr. Robinson reported nothing is going on with the DOI Grants Design Review Board. He did receive positive feedback on the July 4th event from vendors who attended. Mr. Manskey reported a New Member Orientation was held for the newly appointed ODC Compliance Committee members. Three out of four of the new members were in attendance. Citizens’ Comments on non-agenda items. No comments. Discuss and consider authorizing ODC to enter into an Economic Development Agreement with Rental King LLC for the development of a new location in Odessa (Resolution). Mr. Manskey stated the ODC Board did approve a grant of $210,000 last month. Rental King LLC is proposing a new location in Odessa. They have already bought property across the interstate from the Family Dollar Distribution Center. They had requested the specific amount of $210,000 to help with an SBA loan. Chris Vore was made aware that they qualified for more grant money. They have changed the grant request in their application to $636,000, that is $900 less than what they qualified for. The Compliance Committee reviewed and approved the application. Mr. Crow asked if there was an increase in FTEs or an increase in capital investment. Mr. Manskey stated Mr. Vore made him aware that they did not utilize their personal purchases for equipment. The increase is based on what the matrix showed he qualified for the first time. Mr. Russell stated he was concerned about having a deal in place. Rental King was happy, and nothing has changed as far as the project goes. Mr. Crow stated ODC is not in the business of just giving away money and ODC is not a philanthropic organization. Mr. Crow stated that he did not care for the new agreement and stated he was for sticking with the original agreement. Mr. Harry wanted to know the proper procedures for counseling prospects, did we fail in that? Mr. Manskey stated the prospect is counselled on the application and the process. Mr. Manskey stated he asked Mr. Vore what the $210,000 request represented, and he stated they had applied for an SBA Loan. The second request came about because he was made aware that the matrix showed a higher dollar level he could have qualified for. Mr. Boutin recommended revisiting with the Compliance Committee that the matrix information is kept confidential. Mr. Harry stated when he was serving on the ODC Compliance Committee he was made aware of the confidentiality of information. Mr. Boutin stated it could be that the grantee in the open ODC meeting was made aware they qualified for more money when the report was being presented. Mr. Russell stated he prefers that in the open session ODC meeting to not state they qualify for more grant money. ODC Minutes July 11, 2024 Page 4 After much discussion, a motion was made by Mr. Russell with a second by Mr. Robinson to decline the additional grant request from Rental King LLC. The motion was approved by unanimous vote. Mr. Boutin wanted to convey to Rental King LLC the reason it was declined was because nothing changed in the application. Resolution No. ODC-2024R-13 – Discuss and consider Compliance Monitoring Report for Select Energy Services, LLC (Resolution) Mr. Manskey stated that the Compliance Committee reviewed and found Select Energy to be in compliance with regard to number of jobs, but out of compliance with regard to payroll for the 2022 reporting period and is recommending a seventy-five percent (75%) payment in the amount of $13,780.65. Select has previously been paid $69,821.92 under the Agreement. The payment of $13,780.65 will bring the total paid under the Agreement to $83,602.61. A motion was made by Dr. Kirk with a second by Mr. Russell to approve a seventy-five percent (75%) payment in the amount of $13,780.65. The motion was approved by unanimous vote. Closed Session the board may recess into Executive Session in compliance with section 551.001 et. Seq. Texas Government Code in accordance with: a. Section 551.071. Consultation with Attorney b. Section 551.072. Deliberation regarding real property: the purchase, exchange, lease or value of real property, c. Section 551.087. Deliberation regarding Economic Development negotiations. No action. Reconvene into Regular Session and take any necessary action as a result of the closed session. No action. Citizens comments on non-agenda items. No comment. Upcoming dates for future ODC Board meetings. Mr. Crow stated the next ODC Board meeting is tentatively scheduled for Thursday, August 8, 2024 at 8:30 a.m. A Special ODC Meeting is tentatively scheduled for Thursday, August 1, 2024 at 8:30 a.m. to review / discuss proposed 2024-2025 General Development Plan, Contractor Proposal’s and Budget. Prepare to meet most of the morning. Motion was made by Dr. Kirk and seconded by Mr. Russell to adjourn the meeting. The motion was approved by unanimous vote. The meeting was adjourned at 9:53 a.m. ODC Minutes July 11, 2024 Page 5 PREPARED BY: APPROVED: Kathi Vaughn Economic Development Specialist President ATTEST: Norma Aguilar, TRMC, CMC City Secretary ODESSA DEVELOPMENT CORPORATION MINUTES CITY OF ODESSA, TEXAS July 25, 2024 A special meeting of the Odessa Development Corporation (ODC) was held on July 25, 2024 at 5:01 p.m. in the Council Chambers, 5th floor, City Hall, 411 W. 8th St. Odessa, Texas. Members present: David Boutin, Tim Harry. Melanie Hollmann, Larry Robinson, and James Kirk. Not Present: Jeff Russell Others present: Dan Jones, City Attorney; Kaylie Banda, Director of Finance; John Beckmeyer, City Manager; Gilbert Vasquez, City Council; Kathi Vaughn, Office of Economic Development; and Tracy Jones, Office of Economic Development A quorum being present, Dr. Kirk called the meeting to order, and the following proceedings were held: Mr. Harry gave the invocation. The Pledge of Allegiance and Texas Pledge were recited. Resolution No. ODC-2024R-14 - Discuss and consider Compliance Monitoring Report for UTPB (Resolution) Mrs. Jones discussed the compliance monitoring report for the University of Texas of the Permian Basin. Based on the procedures performed, the Grantee met the $700,000 minimum annual requirement of expenditures related to their Workforce Initiative Training and Advanced Manufacturing Center and the Innovation Center/Incubator/Makerspace for the final year of their three (3) year agreement. The student completion requirement for Fall 2022 was1,100 students they had 1,090, Spring 2023 - 1,000 students they had 970, and Summer 2023 - 300 students they had 380. They were short 10 students in the Fall 2022 and 29 in the Spring for 2023 but were over 80 in the Summer of 2023. The Compliance Committee’s recommendation was to approve the final payment of $700,000. Motion was made by Mr. Boutin and seconded by Ms. Hollmann to approve the third and final payment of $700,000. The motion was approved by unanimous vote. Citizens comments on non-agenda items. No comments. Upcoming dates for future ODC Board meetings. The next ODC meeting is scheduled for August 8, 2024, at 8:30 a.m. in the City Hall Council Chamber on the 5th floor. ODC Minutes July 25, 2024 Page 2 A special meeting to review and discuss proposed FY 2024-2025 General Development Plan, Contractor Proposals and FY 2024-2025 Budget is scheduled for August 1, 2024, at 8:30 am. In the City Hall Council Chamber on the 5th floor. Motion was made by Mr. Harry and seconded by Ms. Hollmann to adjourn the meeting. The motion was approved by unanimous vote. The meeting was adjourned at 5:05 p.m. PREPARED BY: APPROVED: Kathi Vaughn, Economic Development Specialist President ATTEST: Norma Aguilar-Grimaldo, TRMC, CMC City Secretary Odessa Chamber of Commerce Economic Development Services for the Odessa Development Corporation - July 2024 “The Hot List” Projects with recent activity Project Oasis 4.13.24 • Project recruited through Site Consultant relationship • $200 million capital investment • 25-30 new FTEs • Average annual salary $150,000 • Will provide support to 1PointFive • Consultant visit on May 28, 2024 • Return visit to Odessa in August for meeting with taxing entities Project Texas Clean Energy 4.1.24 • $200 million capital investment • 100-120 new FTEs • 100-200 acres • Site visit made on 5/15/2024 • Performing due diligence on site in Ector County Project Repo 04.09.24 • Application received • EDA will be considered by ODC Board on 6/13/2024 • ODC Compliance reviewed / update grant • EDA will be reconsidered by ODC Board on August 8th at the request of City Council Project King Maker 03.06.24 • King Power • Manufacturing facility to produce Aviation Fuel • Brownfield site ok, 250 to 400 acres • Converting CO2 to fuel • Employ between 100 to 200 FTE’s • $1.25 to $1.8 Billion Cap Ex • Green power production of 200 – 500 MW of electricity • Planning site visit by end of August 24 Project Triple S 03.04.2024 • Local expansion, 7 FTE’s, 700,000 Cap Ex • ODC Compliance Committee approved a grant, company is looking for a new facility/land to finalize grant application • Company reps are reviewing the performance agreement • ODC Compliance reviewed annual job breakdown • ODC Board will consider EDA at the August meeting • Client is working on a few things before moving forward • Will continue to council on agreement and job breakdown Project Molecule 10.19.23 • Project recruited through Site Consultant relationship • Signed NDA on 10/23/23 • $100 million capital investment, 5-10 new FTE’s • Consultants visit on 10/24/23 • Will provide ancillary support to 1PointFive • Arranged meetings with Ector County Commissioners and Odessa College on 10/24/23 • 312 Agreement to be considered by Ector County Commissioners Court in December or January • Commissioners Court approved agreement on 12/14/2023 • OC Finance Committee and Board of Trustees to discuss 312 Agreement in April • OC Board of Trustees will consider 312 Agreement on 4/23/2024 • OC Board of Trustees passed 312 Abatement Agreement for Project at their May meeting Project Beautiful Flower 09.21.23 • New company HQ for company with locations in multiple states • $8 to $10 million Cap Ex • 20 to 30 new FTE’s • Met with ODC Board in closed session on 12/14/23 • Readdressing financials per ODC Board request Project Lone Star Lithium 06.02.22 • EV Electric Vehicle Battery Manufacturer • 1,000 +/- jobs • $1 billion Cap Ex • Company representatives visited Odessa in early December. They met with City of Odessa, Ector County, ECISD, OC, UTPB and MCHS. Toured a site in Penwell • Company continues to tour sites for their EV Plant • Met with Governor’s Office of Economic Development and TCEQ reps • Meeting scheduled with Project and Governor’s Office in January • Scheduling visit in April or May to discuss alternative sites • Site visit conducted on May 20, 2024 Project Logical Location 02.2023 • Transportation project • $17 million Cap Ex • 15 to 30 new FTE’s • Will meet with ODC Board in closed session on 1/11/23 • Currently addressing questions with Compliance Committee • ODC entered into an MOU Project Fuse – Border States Under Construction Project CTV – 1PointFive Under Construction Project Flow – Standard Industrial Manufacturing Under Construction Project Frost - GCC Under Construction Project Freedom – Liberty Energy Under Construction Project Sergio BESS LLC – Under Construction Odessa Partnership • Partnership met Thursday, April 4, 2024 Services and Other Activities • June Odessa Development News sent Mailchimp and posted to website • June TWC employment by industry figures updated and posted to website • Certificate of Origin, Eckel Manufacturing for parts shipping to Kuwait • Demographic Information – Chelsea Mason, Fastenal BR&E Visits for July 2024 Lee & Associates Justin Tunnell Building Permit Questions Raul Meca 10 acres for truck parking Sefan Keen New Survey Company Charles Buzzard Referred to SBDC Marian Barrigan New business counselling Asiliheart Priscilla Mann BRE grant discussion Minerva Minex Daniel Nasra Possible business relocation Glazers Terry Farr BRE meeting Anderson Machinery Paul Moorhead BRE meeting Karen Squires New business counselling Steve Strahan 10 acres for DC ** Started an email campaign to existing businesses – 64 emails sent ** ODC Marketing Meeting - Current Media Director and Staff Odessa Chamber Board of Directors Meeting Director and Staff Odessa Chamber Executive Meeting Director and Staff I&D Meeting Director ODC Compliance Committee Orientation Director and Staff TAB Chamber Advocacy Committee Meeting Director Governor’s Small Business Summit Team Meeting Director and Staff EDD Team Meeting Director and Staff EPA Workshop Staff High Ground Roundtable – Big Lake Staff Project Cohort Team Meeting Director and Staff OC Workforce Training Discussion Director and Staff TTUHSC Permian Basin Institutional Master Plan Update Director Chamber 101 Session Staff Team Texas New York Road Show Director Inflation Reduction Act Webinar Director Odessa Economic Indicators 2024 Sales and Use Tax June 2024 2023 % Change City of Odessa $5,994,355 $5,472,323 9.54% Totals YTD $36,152,106 $36,183,772 -0.09*% Labor Market Statistics Permian Basin Rig Count June 2024 2023 Month 2024 2023 Civilian Labor Force 87,472 85,904 June 204 236 Total Employment 84,015 82,943 May 207 240 Total Unemployment 3,457 2,961 April 212 250 Unemployment Rate 4.0% 3.4% March 211 243 Payroll Employment Estimate 81,400 80,800 Midland International Air and Space Port MLS Statistics-Residential (SF/COND/TH) June 2024 2023 June 2024 2023 Enplaned 70,340 61,566 Total Sold 155 150 Deplaned 68,832 57,186 Dollar Volume $45,537,789 $40,003,415 Enplaned YTD 360,749 320,511 Total Sold YTD 862 956 Deplaned YTD 353,271 311,644 Volume YTD $245,012,587 $247,078.335 Sources: City of Odessa Building Inspection Division, State Comptroller of Public Accounts, Midland International Air and Space Port, Labor Market and Career Information, Odessa Board of Realtors and Baker Hughes Published by the Odessa Chamber of Commerce kathiv@odessaecodev.com (432) 332-9111 July Marketing Report 2024 Facebook “X” formerly Twitter 123,000 Account Reach 1,006 Followers 4,002 Followers 11 Post 19 New Followers 24 Engagements 1,000 Page Visits Instagram LinkedIn 5,500 Account Reach 58 Reactions 1,573 Followers 766 Followers 37 New Followers 30 New Followers 120 Page Visits 49 Page Views This is organic social media and doesn’t include the data from paid campaigns Economic Development Department 5:29 PM Balance Sheet 07t10t2024 As of June 30,2024 Accrual Basig Approved by Exec Board7l15l24 Jun 30,24 Jun 30, 23 ASSETS Current Assets Checking/Savings 1015 . Prosperity Bank (ASB) ODC 331,708.47 132,056.17 Total Checking/Savings 331.708.47 132,056.17 Other Current Assets 1080 . Accounts Receivable 505.65 99.73 1100 . Prepaid lnsurance 1 ,188.00 1,127.00 1130 . ROU Asset 157,197.00 0.00 1 131 . Accumulated amortization -42,853.00 0.00 Total Other Gurrent Assets 1 16,037.65 1,226.73 Total Current Assets 447 ,746.12 133,282.90 Fixed Assets 1200 . Office Equipment 1205 .Office Equipment 583.65 583.65 1210' Accumulated Depreciation -583.65 -583.65 Total 1200 .Office Equipment 0.00 0.00 Total Fixed Assets 0.00 0.00 TOTAL ASSETS 447,746.',12 133,282.90 LIABILITIES & EQUIry Liabilities Current Liabilities Accounts Payable 2000 .Accounts Payable 4 gg Total Accounts Payable 6,269.06 1 0,555.80 Other Current Liabilities 2005' lnterfund Payable 42,477.89 14,636.41 2008 . Lease Liability 114,344.00 0.00 2040 . FICA Taxes Payable 2,522.60 1.733.02 2090 . Employee lns Payable 2090.10' Health Payable -52.55 -26.19 2090.20' Dental Payable -11.34 -1 1.31 2090.30'Aflac Payable 346.52 -59.69 2090.40 . Life Payable 20.15 20.15 2090.60 . Vision Payable 401.28 35.04 Total 2090 . Employee lns Payable 704.06 -42.00 2100 .Other PR Liabilities 33,370.32 22,996.36 Total Other Current Liabilities 193,418.87 g Total Current Liabilities Total Liabilities 991 1 99,687.93 49,879.59 49,879.59 Eguity Net lncome 248,058.1 I J19131 Total Equity 248,058.1 I 83,403.31 TOTAL LIABILITIES & EOUITY M7,746.12 1 33,282.90 Page 1 of I Economic Development Department 5:28 PM Profit & Loss Budget vs. Actual 07t10t2024 June2024 Accrual Basis Approved by Exec Board7l15l24 Jun24 Budget lncome 3000.Program lncome 3010' Allocated Funds City 98,944.00 98,944.00 Total 3000 ' Program lncome 98,944.00 98,944.00 3050 . lnterest lncome 44.09 Total lncome 98,988.09 98,944.00 Gross Profit 98,988.09 98,944.00 Expense 4000'Program Expenses 4005 . Salaries and Wages 33,228.92 37,138.00 4007 'Auto Allowance 1,400.00 1,400.00 4020'Payroll Taxes 2,608.70 2,841.00 4030 .Workers Comp lnsurance 46.00 48.00 4040.D&Olnsurance 143.00 148.00 4045 . Liability lnsurance 163.00 180.00 4050 . Employee lnsurance 3,676.49 4,446.00 4060 . Employee Retirement 1,661.45 1,857.00 4080 .Auto lnsurance 16.00 15.00 4090 . Auto Expense 341.32 390.00 5000 . Ghamber of Commerce 4,143.00 4,143.00 5010 . Office Lease 4,263.29 4,383.00 5015 . Gomputer Services 854.67 809.00 5020 . Dues & Subscriptions 1,554.65 1,785.00 5030 . Professional Development 1,886.88 '1,750.00 5060 .Office Expense 1,001.30 1,400.00 5070 ' Postage Expense 191 .00 100.00 5080 . Telephone Expense 663.1 5 742.00 5090 . Public Relations/Promotion 71.41 400.00 5093 'Advertising 4,920.20 900.00 5100 . Prospect Development 409.08 4,250.00 5110 . Existing lndustries 320.36 500.00 5125 . Land Development 0.00 2,500.00 5128' Workforce Programs 12.00 25,000.00 5160 . Odessa Partnership 0.00 300.00 5190 .Trade Shows 0.00 4,200.00 5375.Retreat 1,222.10 1,800.00 Total 4000 . Program Expenses 64,797.97 103,425.00 Total Expense 64,797.97 103,425.00 Net lncome 34,190.12 -4,481.00 Page 1 of 1 Econom ic Development Department 5:27 PM Profit & Loss Budget vs. Actual YTD 07t10t2024 October 2023 through June 2024 Accrual Basis Approved by Exec Boad7l15l24 Oct'23 - Jun 24 Budget lncome 3000 . Program lncome 3010 .Allocated Funds City 890,497.50 890,497.00 Total 3000 . Program lncome 890,497.50 890,497.00 3050 'lnterest lncome 400.1 I Total lncome 890,897.69 890,497.00 Gross Profit 890,897.69 890,497.00 Expense 4000 . Program Expenses 4005 . Salaries and Wages 307,775.56 352,031.00 4007 .Auto Allowance 12,600.00 12,600.00 4020 . Payroll Taxes 23,537.53 27,330.00 4030 .Workers Comp lnsurance 414.00 432.00 4040.D&Olnsurance 1,287.00 '1,332.00 4045 . Liability lnsurance 1,467.O0 1,620.00 4050 . Employee lnsurance 33,088.41 40,014.00 4060 . Employee Retirement 15,288.77 17,567.00 4080 'Auto lnsurance 144.00 I 35.00 4090 .Auto Expense 2,172.90 3,510.00 5000 ' Chamber of Commerce 37,287.00 37,287.00 5010 . Office Lease 37,728.66 38,207.00 5015 . Computer Services 7,563.92 5,681.00 5020 . Dues & Subscriptions 82,286.11 82,834.00 5030 . Professional Development 17,332.62 22,850.0O 5060'Office Expense 6,373.04 12,600.00 5065 . Publication/Printing 565.95 1,350.00 5068 ' Copy Expense 780.75 810.00 5070 . Postage Expense 546.94 900.00 5080 . Telephone Expense 5,826.41 6,878.00 5085 . Legal & Accounting 9,524.00 9,270.00 5090' Public Relations/Promotion 2,106.07 6,700.00 5093 .Advertising 1 1,916.00 14,200.O0 5100 ' Prospect Development 8,039.64 34,250.00 51'10 . Existing lndustries 3,383.86 5,500.00 5125 .Land Development 0.00 16,038.00 5'128 . Workforce Programs 4,417.02 1 05, 1 29.00 5160 . Odessa Partnership 0.00 1,200.00 5190 . Trade Shows 7,774.39 3'1,000.00 5375 . Retreat 1,61 1.95 3,600.00 Total 4000 . Program Expenses Total Expense 642,839.50 642,839.50 4 892,855.00 Net lncome _?48,058.19- : -2,358.00 Page I of I Odessa Development Corporation MARKETING UPDATE JULY 2024 JULY 2024 UPDATE WEBSITE The target industry sections of the website have been revamped to reflect changes to the target industries. New landing pages for each industry and front page photos for all 5 target industries have been added/updated. Each landing page has a contact form that visitors can fill out, and each form has trackable information on the site’s backend that helps the Economic Development department see who is visiting the page, and how they go there (i.e. from an ad or organic post on social media, etc.). During the January 2024 Workforce Summit, business leaders expressed a need for additional Workforce Development resources and collaboration. Updated website traffic suggests more users are investigating what Workforce Resources the ODC has to offer. In July, we continued to see consistent traffic, however, page views nearly doubled, meaning more people clicked onto more pages this month, rather than just looking at one page and leaving. There were: 27,131 page views by 11,179 people These website visitors performed 54,939 trackable actions, up from 43,314 last month. Home Page 13,992 Target Industries/Advanced Manufacturing 9,219 Workforce Resources 1,388 DIGITAL CAMPAIGNS July was an excellent month with considerable growth over June in every campaign except for the LinkedIn Workforce campaign which was essentially even with 10 fewer clicks than June. Facebook/Instagram Campaigns ● Manufacturing had 5,071 clicks on 101,304 impressions - reaching 67,088 people ● Workforce had 3,074 clicks on 192,910 impressions - reaching 54,027 people LinkedIn Campaigns ● Manufacturing had 1,633 clicks on 131,109 impressions - reaching 27,517 people ● Workforce had 299 clicks on 33,371 - reaching 4,490 people Programmatic Video & Display Campaigns Programmatic numbers look very good, with another call-out to the new Manufacturing programmatic video. The video ad retained its dominance this month, outperforming last month’s click-through rate, and display creative remained consistent making for a stronger month than last. We had 492 clicks to the website (369 last month) on 483,546 impressions (417,746 last month). The click-through rate remained impressive, increasing to .10%, which is a higher share of delivery than typical when display and video are served together. Programmatic Campaigns ● Workforce campaign had 265 clicks on 274,604 impressions (.10% CTR) ● BRE campaign had 375 clicks on 238,751 impressions (.16% CTR) ● Manufacturing campaign had 492 clicks on 483,576 impressions (.10% VTR) Note: The average display ad CTR is.05%. (https://www.smartinsights.com/internet-advertising/internet-advertising-analytics/display-advertising-clickt hrough-rates/). LEAD FORENSICS Below are some of the call-outs from Lead Forensics in July. Once again, company names have been omitted from this report for privacy but will be shared with economic development staff. Oil & Gas - 17 visits NAICS Codes: 211120, 213112, 221210 Employees - 500-999 Notes: Located in Midland Metal Manufacturing - 32 visits NAICS Codes: 331110, 332710, 333132 Employees 100-199 Notes: Located in Midland Construction and Transit Company - 32 visits NAICS Codes: 237310, 485119 Employees 100-199 Notes: Located in South Carolina, spent significant time on Why Odessa page Below is the Lead Forensics breakdown of the industries visiting the ODC website during the month of June. PUBLICATIONS/EDITORIAL Below is a reminder of the upcoming magazine ads. Editorial is also being submitted on these. Site Selection - July- Renewable Energy Spotlight Site Selection - September - Texas Spotlight Business Facilities - July/August - Renewable Energy Spotlight Area Development - September - Sustainability Spotlight Trade & Industry - October - Workforce LOCAL PUBLIC RELATIONS Current has just started work with Newswest 9 on the “Getting to Know the ODC” campaign. This will be a mix of news and paid advertising. We will continue to be working in August to help set up interviews, sources and pictures/video as needed now that the final plan now that the final plan is developed. SOCIAL MEDIA/BLOGS/CONTENT New social content is continually being developed to keep the digital campaigns fresh for new visitors. We have developed a new weekly “Workforce Wednesday” content series that launched in early July. Content is scheduled through September. Content will focus on workforce tips, resources and highlights from our partners at OC, UTPB, Workforce Solutions, etc. Graphics reflect the new creative concepts. Additional concepts will be added throughout the campaign. Current Media Partners developed new content for the Odessa Chamber of Commerce “Chamber Connection” newsletter, highlighting ODC successes and the Odessa Works program. A new ad is being developed for the “Chamber Journal” page that runs monthly in the Odessa American. CMP will begin shooting new video content for the website and online ads in August. PAID SOCIAL/PROGRAMMATIC ADVERTISING REPORT July report attached. July 2024 Results Manufacturing | BRE | Workforce FACEBOOK/INSTAGRAM July 2024 Performance Overview - Workforce Clicks to Website: 3,074 Impressions Delivered: 192,910 People Reached: 54,027 Reactions: 227 Shares: 14 This report contains data from 7/1-7/30/24. In addition to the engagement above, we recorded 12 comments, 5 post saves, and 18,008 page engagements (actions taken on the Facebook Page, Instagram profile, or any content, attributed to the ads). The next slide contains the two best- performing ads of the month, accounting for 1,784 of the campaign’s July link clicks. FACEBOOK/INSTAGRAM Best Performers - Workforce FACEBOOK/INSTAGRAM July 2024 Performance Overview - Manufacturing Clicks to Website: 5,071 Impressions Delivered: 101,304 People Reached: 67,088 Reactions: 13 Shares: 2 This report contains data from 7/1-7/30/24. In addition to the engagement above, we recorded 9 post saves and 63,289 page engagements (actions taken on the Facebook Page, Instagram profile, or any content, attributed to the ads). FACEBOOK/INSTAGRAM Creative Screenshot - Manufacturing LINKEDIN July 2024 Performance Overview - Workforce Clicks to Website: 299 Impressions Delivered: 33,371 People Reached: 4,490 Reactions: 10 Shares: 0 This report contains data from 7/1-7/30/24. This campaign specifically targets Odessa business owners and C-level executives. The next slide contains the two best-performing ads of the month, accounting for 140 of the campaign’s July link clicks. LINKEDIN Best Performers - Workforce LINKEDIN Demographics - Workforce - Company Industry LINKEDIN July 2024 Performance Overview - Manufacturing Clicks to Website: 1,633 Impressions Delivered: 131,109 People Reached: 27,517 Reactions: 9 Shares: 1 This report contains data from 7/1-7/30/24. This campaign specifically targets Manufacturing site selectors, based on their job titles, employers, group memberships, and specified skills. The next slide contains the two best-performing ads of the month, accounting for 865 of the campaign’s July link clicks. LINKEDIN Best Performers - Manufacturing PROGRAMMATIC VIDEO/DISPLAY July 2024 Performance Overview - Manufacturing Clicks to Website: 492 Impressions Delivered: 483,576 Click-Through Rate: .10% This report contains data from 7/1-7/30/24. The video ad’s performance remains strong but the 320x50 mobile “Manufacture Here” display ad surpassed it this month. PROGRAMMATIC VIDEO/DISPLAY Engagement Overview - Manufacturing - Top 5 Ads 320x50 MH Upgrade Video 300x250 MH 300x50 MH 728x90 MH Clicks Clicks Clicks Clicks Clicks 173 102 63 52 51 Impressions Impressions Impressions Impressions Impressions 128,537 152,056 91,178 42,135 41,755 CTR CTR CTR CTR CTR .14% .07% .07% .12% .12% PROGRAMMATIC VIDEO/DISPLAY July 2024 Performance Overview - Workforce Clicks to Website: 265 Impressions Delivered: 274,604 Click-Through Rate: .10% This report contains data from 7/1-7/30/24. Similar to last month, the “Full of Energy” ad set continues to climb but Willie Taylor’s video performed well, retaining its spot in the top three performers. PROGRAMMATIC VIDEO/DISPLAY Engagement Overview - Workforce - Top 5 Ads 320x50 FoE Taylor Video 300x50 FoE 300x250 FoE 728x90 FoE Clicks Clicks Clicks Clicks Clicks 115 51 29 28 27 Impressions Impressions Impressions Impressions Impressions 108,165 54,421 31,110 51,070 21,025 CTR CTR CTR CTR CTR .11% .09% .09% .06% .13% PROGRAMMATIC VIDEO July 2024 Performance Overview - BRE Clicks to Website: 375 Impressions Delivered: 238,751 Click-Through Rate: .16% This report contains data from 7/1-7/30/24. Performance rebounded after last month’s slight dip, continually proving the staying power of these interviews (and the strength of the format). PROGRAMMATIC VIDEO Engagement Overview - BRE Campbell Video Manskey Video Jones Video Crow Video Clicks Clicks Clicks Clicks 106 102 97 70 Impressions Impressions Impressions Impressions 63,509 62,930 64,850 47,462 CTR CTR CTR CTR .17% .16% .15% .15% Black Chamber of Commerce of The Permian Basin 700 N. Grant St. Suite # 200 Odessa, TX. 79761 Greetings on July 30th, 2024! We are delighted and proud to come together as the diligent members of the BCCPB to provide an update to the ODC Board of Directors on the various activities we have undertaken in the past month. We are thrilled to present the impressive progress and important milestones reached by the Chamber. With a deep commitment to improving our community, we have actively participated in a variety of projects and initiatives, channeling our dedication and enthusiasm into endeavors that strive to make a lasting and positive difference. The Black Chamber of Commerce is excited to share a detailed analysis of the key activities and accomplishments organized by the BCCPB throughout July 2024. This extensive report is designed to offer a comprehensive overview of the significant progress made within our community and city. The forthcoming update underlines the unwavering commitment of the Black Chamber of Commerce to nurturing growth and prosperity in our area. From active participation in events to strategic partnerships and valuable sponsorships, this report provides a thorough recap of the impactful contributions and meaningful engagements conducted by the BCCPB during the productive month of July in 2024. During July 2024, the BCCPB saw significant growth in its online presence. A remarkable 17% increase in Facebook activity was achieved through strategic social media posts and regular updates about upcoming events on the BCCPB calendar. This boost was further enhanced by promoting the 1st Annual BCCPB charitable fund bowling tournament, Literacy festival, participation in the PRWC Conference, the promotion of the upcoming Ebony Bar Awards Banquet, and more. Additionally, the BCCPB saw a promising 4.0% increase in Instagram followers, indicating ongoing progress and engagement across various digital platforms. There was a noteworthy 20% surge in website traffic over a seven-month period, highlighting the impact of consistent updates and informative flyers on the online audience. Throughout July, the Black Chamber recorded over 900 interactions, including office visits, phone calls, voicemails, emails, and personal visits, underscoring the organization's expanding influence and connectivity within the community. This rise in engagement reflects the Black Chamber's active involvement and community development efforts in July 2024. 1. In July 2024, the BCCPB hosted 7 counseling sessions. These sessions encompassed a range of topics including building assistance, financial planning, exploring new membership opportunities, success strategies, and event planning. Our primary emphasis continues to be on aiding the progress and expansion of small to medium-sized businesses. 2. On July 11th, 2024, the BCCPB helped one of our local churches serve over 150 food boxes to families in need and trying to make ends meet. The total boxes decreased in July. This session we accommodated each family that showed up. 3. On July 11th,12th, and 13th the Black Chamber of Commerce sponsored and participated in the (PRWC) Professional Relaxation Womens conference hosted by Dr. Detrick Gorman. This conference helped with stress management, confidence building and so much more! This sponsorship came with (4 Tickets). 4. On July 17th, 2024, the Black Chamber of Commerce of the Permian Basin supported the Woodson Boys & Girls Club in their ribbon-cutting ceremony for the unveiling of their newly renovated learning space. The event, named Pandas Cares Center of Hope, marked a significant milestone for the organization. 5. On July 17th, the Black Chamber of Commerce partnered with a community group to supply nutritious meals to more than 60 children enrolled in a summer program. 6. The Black Chamber of Commerce of the Permian Basin proudly hosted its first-ever Charitable Fund Bowling Tournament on July 20th, 2024, at the lively Diamond Lanes Bowling Alley. This special event was dedicated to raising funds for scholarships to assist graduating seniors in the Permian Basin as they pursue higher education. 7. On July 27th, 2024, the Black Chamber actively participated in and contributed as a sponsor to the Woodson Boys and Girls Club Children’s Literacy Festival. This engaging event was designed to provide children with a platform to enhance their knowledge, enjoy themselves, and receive essential items for their return to school in August. 8. On July 11th, 2024, the BCCPB convened a meeting to discuss strategies for increasing voter turnout. The session involved an open dialogue on the planning and execution of initiatives to encourage community members to participate in the electoral process and ensure their voices are heard. 9. On July 15th, 2024, the BCCPB held a meeting with ConocoPhillips to explore the details of their Small Business program aimed at securing funding for small businesses. This collaborative discussion focused on strategies to support and empower small business owners in the community. 10. On July 28th, 2024, the Black Chamber of Commerce of the Permian Basin collaborated with various organizations to conduct a Deputy voter sign- up class. This initiative's purpose was to recruit individuals who would help spread awareness about the importance of voting. 11. The BCCPB is in the initial planning phase for its first Blood Drive of the year, in collaboration with Vitalant Blood Services, with the goal of boosting their inventory. The drive is scheduled to occur on September 7th, 2024. 12. The BCCPB is currently in the planning stages for the 34th Annual Ebony Bar Awards Banquet, a highlight of the Black Chamber's 40th Anniversary Celebration. The event is scheduled for October 5th and promises to be a spectacular gathering as it has been in previous years. Black Chamber of Commerce of The Permian Basin July 2024 Financial Report/July 31, 2024 Monthly Income and Expenses: 7/01/2024 thru 7/31/2024 (Beginning Account Balance) 7/01/2024________________$3,160.90 BCCPB (Income) 7/01/2024 thru 7/31/2024 ______ $12,500.00 *BCCPB (Expenses 7/01/2024 thru 7/31/2024) Salary (BCCPB Secretary) 7/15/2024 ________ $ 971.54 Salary (BCCPB Secretary) 7/31/2024 ________ $ 709.80 Salary (Contact Labor for Office)7/31/2024_____________________$720.00 Salary (Events Coordinator) 7/31/2024___________ $ 1,000.00 (Salaries $3,401.34) Promotional Items 7/01/2024 thru 7/31/2024 ____________ $ 199.36 (Promotional Items $199.36) Office Supplies 7/01/2024 thru 7/31/2024 ________________ $ 0.00 (Office Supplies $0.00) Sponsorship 7/01/2024 thru 7/31/2024 __________________ $0.00 (Sponsorship $0.00) Miscellaneous 7/01/2024 thru 7/31/2024_________________ $ 0.00 (Miscellaneous $ 0.00) Total Expenses thru (7/31/2024) _____________________ $ 3,600.7 *Balance on BCCPB Account as of (7/31/2024) _________ $12,060.2 Chris E. Walker BCCPB President/CEO “Celebrating 40 Years of Service” UTPB SMALL BUSINESS DEVELOPMENT CENTER 2023-2024 New Business Start-Ups & Expansions July-24 ODESSA OTHER LOCATIONS ACTIVITIES Counseling New Businesses 0 New Businesses 4 235 Seminars 5 Sessions Am Am FTE's 16.50 FTE's 22.00 2 Ind/N/Alaskan Ind/N/Alaskan Asian/pac. Asian/pac. 1 Islander Islander Black 35 Black 20 Hispanic 49 Hispanic 13 Non-Hispanic 151 Non-Hispanic 11 Total Clients 71 Total Attendees 28 Counseling 192 Training Hours 39 Hours Cumulative End of Year 2023-2024 2022-2023 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Totals Totals Counseling Sessions 319 365 324 248 217 208 268 276 228 235 0 0 2688 2940 Counseling Hours 252 261 214 200 175 165 272 261 189 192 0 0 2181 2539 Seminars Presented 6 3 2 2 8 4 3 3 5 5 0 0 41 34 Attendees 117 43 20 18 53 26 72 57 45 28 0 0 479 586 Training Hours 213.0 50.0 22.0 34.0 64.0 26.0 144.0 160.0 72.0 39.0 0.0 0.0 824.0 656.0 New Businesses 2 2 0 3 3 4 3 4 4 4 0 0 29 43 Odessa New Business 1 2 0 2 1 0 1 0 2 0 0 0 9 20 Expansions 0 0 0 0 0 0 0 0 0 0 0 0 0 3 Capitalization $205,000 $270,000 $295,000 $655,000 $610,000 $277,000 $825,000 $175,000 $667,000 $4,577,000 $0 $0 $8,556,000 $13,524,107 Odessa Capitalization $205,000 $210,000 $250,000 $255,000 $465,000 $177,000 $0 $100,000 $27,000 $580,000 $0 $0 $2,269,000 $6,533,798 Total FTE's 29.50 9.00 5.00 20.00 32.00 17.00 12.50 23.50 18.00 38.50 0.00 0.00 205 283 7/31/2024 NAG July 22, 2024 The Honorable Kris Crow, Chair Odessa Development Corporation P.O. Box 4398 Odessa, Texas 79760 Dear Chairman Crow: Please find the attached monthly financials for June 2024, as well as, our Monthly Report for the Midland-Odessa Transportation Alliance, Inc. We appreciate your continued support and assistance. Sincerely, James Beauchamp President, Midland-Odessa Transportation Alliance cc. The Honorable Javier Joven, City of Odessa P.O. BOX 60816 • MIDLAND, TX 79711 • (432) 563-6240 • WWW.MOTRAN.ORG June 2024 UTP REVISIONS The Texas Transportation Commission recently released their 2025 Draft Unified Transportation Plan (UTP) for public comment. The UTP does include an additional $60 million for Interstate 20 Improvements to widen from 4 lanes to 6 lanes from west of FM 1936 to East of JBS Parkway. (The portion from SH 349 back to Odessa is already fully funded) The only other new funding (outside projects programmed through local funding allocations) was US 285 in Reeves County. An additional $162.4 million was programmed for four lane divided from SH 302 to RM 652. That project still has a gap of another $162.4 million. (The portion from FM 1216 to SH 302 is already funded in the amount of $284.48 million) Currently, we are soliciting comments to submit back on the UTP, calling for additional funding in the next UTP and to broaden projects beyond just I-20 and US 285. SOCIAL MEDIA MARKETING REPORT Fiscal Year 2023-24 - Quarters 1-3 PAID 22-23 ANNUAL OCT 23-JUN 24 LinkedIn Impressions 797,176 1,372,722 Reach 395,290 386,328 Frequency 2.03 3.48 Clicks/Engagement 8,159 18,885 Facebook Impressions 1,210,597 3,196,750 Reach 279,764 494,856 Frequency 4.93 6.56 Clicks/Engagement 4,230 8,128 TOTAL VIEWS 2,007,773 4,569,472 TOTAL REACH 675,054 881,184 TOTAL ENGAGEMENT 12,389 27,013 IN-HOUSE MARKETING FREE VIEWS IN LOCAL MARKET FREE 22-23 ANNUAL OCT 23-JUN 24 LinkedIn Impressions 123,826 216,693 Reach 62,285 130,643 Frequency 2.04 1.67 Clicks/Engagement 477 939 Facebook Impressions 154,354 116,433 Reach 117,738 82,703 Frequency 1.39 1.29 Clicks/Engagement 16,549 11,467 TOTAL VIEWS 278,180 333,126 TOTAL REACH 180,023 213,346 TOTAL ENGAGEMENT 17,026 12,406 9:53 AM MOTRAN ALLIANCE, INC. 07/08/24 Profit & Loss YTD Comparison Cash Basis June 2024 Jun 24 Oct '23 - Jun 24 Ordinary Income/Expense Income 4000 · Founding Member Dues 417.00 18,753.00 4010 · Member Dues 2,500.00 73,000.10 4200 · Interest Earned 1,123.79 8,907.08 4400 · Grants 0.00 15,000.00 4410 · MDC 0.00 142,500.00 4420 · ODC 0.00 106,875.00 4600 · PBC Revenue 0.00 50,000.00 Total Income 4,040.79 415,035.18 Expense I-14 Initiative 10,000.00 10,000.00 5000 · Marketing 5001 · MOTRAN Marketing 935.28 16,750.55 5000 · Marketing - Other 0.00 3,287.69 Total 5000 · Marketing 935.28 20,038.24 5025 · Travel Expenses 310.21 1,068.85 5050 · Events & Expos 419.19 19,218.84 5075 · Professional Services 0.00 13,417.60 6000 · Administration 6035 · Dues & Subscriptions 118.96 508.64 6045 · Food & Entertainment 491.15 2,078.23 6055 · Gifts 0.00 2,743.76 6060 · Insurance 3,697.83 3,797.83 6085 · Office Lease 0.00 5,310.00 6090 · Office Supplies 24.64 376.90 6105 · Postage 70.19 1,009.52 6115 · Program Supplies 0.00 2,986.17 6140 · Telephone 275.97 2,488.38 Total 6000 · Administration 4,678.74 21,299.43 6010 · Bank Service Charges 0.00 0.00 6500 · Personnel Retirement fees 135.00 1,035.00 6501 · Salaries & Wages 17,408.34 141,519.14 6502 · Payroll Taxes 1,358.94 10,012.26 6503 · Employee Health Reimbursement 1,016.00 7,618.00 6504 · Payroll Service Fee 159.74 1,451.39 6505 · Retirement Contributions 568.34 4,995.14 Total 6500 · Personnel 20,646.36 166,630.93 7410 · Previous year remittance-MDC 0.00 1,187.11 7420 · Previous year remittance-ODC 0.00 1,187.11 Total Expense 36,989.78 254,048.11 Net Ordinary Income (32,948.99) 160,987.07 Net Income (32,948.99) 160,987.07 Page 1 9:53 AM MOTRAN ALLIANCE, INC. 07/08/24 Balance Sheet Cash Basis As of June 30, 2024 Jun 30, 24 ASSETS Current Assets Checking/Savings 1000 · Frost MOTRAN Checking 1,746.07 1010 · Frost MOTRAN Money Market 450,635.87 1015 · Frost-ODC Money Market 37,476.08 1020 · Frost- MDC Money Market 73,035.28 Total Checking/Savings 562,893.30 Total Current Assets 562,893.30 Fixed Assets 1500 · Furniture & Fixtures 926.94 1510 · Accum. Dep - Furn & Fix (926.94) 1520 · Machinery & Equipment 3,356.07 1530 · Accum Dep - Mach & Equip (3,356.07) Total Fixed Assets 0.00 TOTAL ASSETS 562,893.30 LIABILITIES & EQUITY Equity 3900 · Net Assets 401,906.23 Net Income 160,987.07 Total Equity 562,893.30 TOTAL LIABILITIES & EQUITY 562,893.30 Page 1 9:54 AM MOTRAN ALLIANCE, INC. 07/08/24 Statement of Cash Flows June 2024 Jun 24 OPERATING ACTIVITIES Net Income (32,948.99) Net cash provided by Operating Activities (32,948.99) Net cash increase for period (32,948.99) Cash at beginning of period 595,842.29 Cash at end of period 562,893.30 Page 1 9:53 AM MOTRAN ALLIANCE, INC. 07/08/24 Statement of Cash Flows October 2023 through June 2024 Oct '23 - Jun 24 OPERATING ACTIVITIES Net Income 160,987.07 Net cash provided by Operating Activities 160,987.07 Net cash increase for period 160,987.07 Cash at beginning of period 401,906.23 Cash at end of period 562,893.30 Page 1 MOTRAN, INC. MONTHLY EXPENSE SUMMARY FOR THE MONTH OF Jun-24 EXPENDITURE CATEGORIES MONTHLY EXPENSE MDC ODC Bank Service Fees Dues and Subscriptions $118.96 Events and Expo's $419.19 Food and Entertainment $491.15 Gifts Health Insurance Reimbursement $1,016.00 I-14 Initiative $10,000.00 $2,500.00 $2,500.00 Insurance $3,697.83 MOTRAN Marketing $935.28 $328.26 $328.26 Other Marketing $0.00 Misc. Expense Office Lease Office Supplies $24.64 Payroll Salaries $17,408.34 $8,704.17 $8,704.17 Payroll Taxes $1,358.94 $679.47 $679.47 Payroll Service Fee $159.74 Retirement Contributions $568.34 Retirement Fees $135.00 Postage $70.19 Professional Services Program Supplies Travel $310.21 $155.10 $155.10 Other Travel Utilities: Telephone & Internet $275.97 Previous Year Reimittance MDC Previous Year Reimittance ODC TOTAL EXPENSES $36,989.78 $12,367.00 $12,367.00 MOTRAN ALLIANCE, INC. June 2024- FY 2023-24 City EDC Funding Breakdown Budget Current Remaining Percent FY2023-24 Month YTD Amount Balance Remaining Revenue Founding Members Dues $20,000.00 $417.00 $18,753.00 $1,247.00 6% Member Dues $75,000.00 $2,500.00 $73,000.10 $1,999.90 3% Midland Development Corp $142,500.00 $142,500.00 $0.00 0% Odessa Development Corp $142,500.00 $106,875.00 $35,625.00 25% PBC Revenue $50,000.00 $50,000.00 $0.00 0% Grants $15,000.00 $15,000.00 $0.00 0% Interest Income $10,100.00 $1,123.79 $8,907.08 $1,192.92 12% Total Revenues $455,100.00 $4,040.79 $415,035.18 $40,064.82 9% Expenditures Bank Fees Dues & Subscriptions Events Food & Entertainment Gifts Health Ins. Reimbursement $2,500.00 $2,500.00 $0.00 0% Insurance I-14 Initiative $2,500.00 $2,500.00 $2,500.00 $0.00 0% Miscellaneous Expenses Office Lease Office Supplies Payroll-Salaries $110,000.00 $8,704.17 $64,301.24 $45,698.76 42% Payroll-Service Fee Payroll Taxes $8,000.00 $679.47 $4,728.78 $3,271.22 41% Retirement Postage Marketing $8,000.00 $328.26 $8,000.00 $0.00 0% Other Marketing Program Supplies Telephone Travel Expenses $5,500.00 $155.10 $534.42 $4,965.58 90% Travel Other Professional Services $6,000.00 $6,000.00 $0.00 0% ODC Broadband Website Updates Contingency TOTAL EXPENSES $142,500.00 $12,367.00 $88,564.44 $53,935.56 38% Tom Manskey From: Chris Vore < chrisvore@sbcglobal.net> Sent: Thursday, luly 25,2024 3:56 PM To: Tom Manskey Subject: Rental King updated application Attachments: Application for ODC Grant v3.pdf Tom, per city council feedback, application now states (vs only verbal communication previously) that the reason for the increased request amount is to satisfy lending partner to be able to secure funds from them to building the facility in Odessa. 1 0derro Application for I Economic Development Assistance * + * Economic Development The completion of the following 6-pages of information is required for all projects requesting economic development assistance from the Odessa Development Corporation. Provide information in all blanks of the application form, including the check list for Required lnformation on page 7. lf more space is needed, attach additional pages to the corresponding information. For example, to list employees, number the attachment #5 Employment lnformation and attach it to page 5. Your signature is required on page 2 and page 7. lf the information requested is Not Applicable, enter "N/A" in the space. lncomplete applications will not be considered for assistance. After the application is reviewed, the Odessa Development Corporation may require additional information to indicate the financial abilities or other factors of the company. Three methods to submit the Application: Submit the completed application by mail: Odessa Chamber of Commerce, Economic Development Department PO Box 3626 Odessa, Texas 79760 Submit the completed application rn person to: 700 N. Grant, Suite 200 Odessa, Texas 79761 (Bank of America Building) Submit the completed application via email to: kathiv@odessaecodev.com This application rnust be filed with the Odessa Chamber of Commerce, Economic Development Department prior to making public announcement or filing Building Permit with the City. lf you have questions about this application, please contact the Economic Development Department at (432) 333-7881. l. Contact lnformation ApplicanUBusiness Name (Exact legal name i.e. Corporation, LLC, Limited Partnership) Rental King LLC Mailing Address 3705-8 S County Rd 1210, Midland, TX 79706 Physical Address (lf different from mailing address) 3705-8 S County Rd 1210 City State Zip Code lMldland Texas 79707 Phone Number/ Office Fax Number 432-695-6295 N/A Phone Number Gell applicant personal cell'. 432-210-51 69 EmailAddress Website david@rentalkingllc.com, chrisvore@sbcglobal.net www. rentalki ngllc.com Applicant's Representative Title Chris Vore Principal Odessa Development Corporation and the City of Odessa are public entities subject to the Open Records Act (CH. 552, Gov. Code). Applicant waives all rights to confidentiality regarding information it conveys to the Chamber, ODC, and the City of Odessa, unless it identifies in writing the information that is subject to confidentiality and such non-disclosure does not violate the Open Records Act. a -l\JLtlfkttYZ 0*, AF6[icant's Signature 612s12024 Date 2 ll. Project lnformation l.Description of the Project and Type of Business 2. the estimated new capital investment for equipment and furniture; 3. percentage of physical assets purchased in Odessa; 4. list of new machinery" equipment and other physical assets. 1. Rental King is a heavv equipment rental business. The project is to build a new facility needed for rapid growth and successVre've experidnced oVer the last 5 years. 2. Planned captial purchases over the next 12 months are $4.25m. 3. lf we build a new facility in Odessa, approximately $2.1m of the planned $4.25m would be spent in Odessa. 4. Land: $600,000. Building equipped for heavy equipment repair and offices including furniture: $1.5m 75'x125'shop, primarily repair bays for heavy equipment 50'x50' office space times 2 (2nd floor) 75'x25'wash bay 7 5'x25' space to sublease Another $2m in equipment will be purchased to expand business and justify the hiring of additional employees. ln the next 5 years, we would estimate to spend another $6m in Odessa than if we stayed in Midland. Expenses would include machinery, fuel, trucking services, tires, repair services, machine parts. lll. Facility lnformation Current Propertv Values in Odessa Building Equipment 0 0 Addness and Legal Description of each Of Location location Exoansion) circle one N/A East 120 and JBS Parkway would be targeted for purchase and build. Estlrnated New Capital lnvestment for Estimated Dates for Construction Br,rild inq Construction Start: Complete: $2.1m 12t2024 12t2025 -t lV. Gompany lnformation Description of the Company Year Established Heavy equipment rental 2018 NAICS Codel NAICS Code Description 532412 Construction, Mining, and Forestry Machinery and Equipment Rental and Leasing Annual Sales Annual Sales in Odessa2 $4.986m $1.57 Proiected lncrease in sales Proiected lncrease in Odessa sales $1.1rn 5 Vear: $12.5M increase $1m 5 Year: $3.88M increase Financial & Supplier References !-enqth of time applicant commits to Odessa lndustrial Air, Bryant Coppage This would be a long-term build, planned permanent headquarters. American Momentum Greg Simmons Lonestar State Bank Thomas Blackstone Notes 1. ]{AICS Gode: North American lndustrial Classification Code. The NAICS manual is available for use at the Chamber. 2. A,nnual Sales in Odessa: Estimated sales to Odessa customers. lf the company has no Odessa customers, enter "none." 4 Vl. Economic Development Assistance Request(s) Financial Assistance Grant Requested from odessa Development corp. ($$ Amount) $636,000 How will this funding be used To complete the building and purchase euqipment. ****ADDITIONAL USAGE OF FUNDING**** Request amount increased after receiving feedback from lender--American Momentum-- that the loan committee needed to see more strength. Application resubmitted to OCD to make sure we get lender approval for the project. Tax Abatement Requested Number of Years of fronn Taxing Entities First Year of Abatement Abatement* d Yes ! No 2023 5 Other Assistance Requested from C ity Council: Enterprise Zone Sales Tax Rebate trYes d No *Abatement Schedr.rle Requested: Please refer to the City of Odessa Tax Abatement policy statement to determine the applicable tax abatement schedule, found on page of _ Tax abatements are subject to approvalfrom each taxing entity: City of Odessa, Ector County, Ector County Hospital District, and Odessa College. Ector County lndependent School District is excluded from tax abatement by Texas law. Check list for a Connpleted Application Iterrrs t - 6 of the printed application, pages 2-6: il 1. Contact information. V 2. Surnmary of Project (lncluding detailed description of construction and a detailed list of machinery, equipment and physical assets.) d 3. Facility lnformation W 4" Cornpany lnformation V 5. Employrnent lnformation to include list of current W-2 employees and list of new W-2 employees expected to be created. V 6. Request for Economic Development Grant and/or Tax Abatement and/or Entenprise Zone City Sales Tax Rebate 6 Items to he Submitted by Applicant Existing Enterprise Only V 7. Business Plan, to include Pro Forma financial statement, cash flow forecast and supporting assumptions. V 8. Prior 2 years and current Year-To-Date financial statements, to include Balance Sheets and Statements of lncome & Expenses, and Gurrent Receivable Aging Report. Audited financial information is preferred, if availahle. v 9. lncome Tax Returns for prior three years. d 10.ru1R Letter addressing Tax Abatement Minimum Standards (if applicable) d 11. Resum6 of owner(s) and principal manager(s). V '12" Persona! financial statement required if an individual owns 20% of the company. Items to be Suhmitted by Applicant New Enterprise Only 7. Business Plan, to include Pro Forma financial statement, cash flow forecast and supporting assumptions. 8. Current Year to Date financial statements for all equity owners including personal financial statement for any individuals and balance sheets and staten:rents of income and expenses for any entities, and current receivables aging report 9. lncome Tax Returns for prior three years for all equity owners. 10. Letter addressing Tax Abatement Minimum Standards (if applicable) 11. Resume of owner(s) and principal manager(s). (: Il]fltgfkt%a- c*, Applicant's Signature, attesting all information is provided and accurate This application rnust be filed with the Odessa Chamber of Commerce, Economic Development Department prior to making public announcement or filing Building Permit with the City. lf you have questions about this application, please contact the Economic Development Department at (432) 333-7881. Reviseci A912912021 7

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