Loading...
HomeMy WebLinkAboutResolution No. 510RESOLUTION NO. 510 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT ADOPTING A BUDGET FOR THE ENSUING FISCAL YEAR, BEGINNING OCTOBER 1, 2026, AND ENDING SEPTEMBER 30, 2027; AND PROVIDING FOR THE EFFECTIVE DATE THEREOF. BE IT RESOLVED BY THE BOARD OF DIRECTORS OF THE BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT: Section 1: That the budget estimate of the revenues of the Baytown Municipal Development District and the expenses of conducting the affairs thereof for the ensuing fiscal year, beginning October 1, 2026, and ending September 30, 2027, as finally submitted to the Board of Directors by the General Manager of said District, is hereby adopted and approved as the budget estimate of all the current expenses, as well as the fixed charges against said District for the fiscal year beginning October 1, 2026, and ending September 30, 2027. A copy of the budget is attached hereto as Exhibit "A" and incorporated herein for all intents and purposes. Section 2: This resolution shall take effect immediately from and after its passage by the Board of Directors of the Baytown Municipal Development District. INTRODUCED, READ, and PASSED by the affirmative vote of the Board of Directors of the Baytown Municipal Development District this the 23rd day of July, 2026. CHARLES JOHNSON, President ATTEST: ANGELA JACKSON, Secretary APPROVED AS TO FORM: SCOTT LEMOND, General Counsel R:1.Ordinances and Resolutions Resolution Drafts MDD 2026-07-23 Resolution Adopt FY2026-2027 Budget.mhs.docx � MUNICIPAL DEVELOPMENT DISTRICT -rig II1lilt[ YASA GOLDEN SOS PN v: Municipal Development District Overview Objective: The Baytown Municipal Development District (MDD) seeks to facilitate economic growth and enhance the quality of life for the City of Baytown. In doing so, the MDD may help develop and finance any permissible project as defined in Chapter 377 of the Texas Local Government Code that benefits, strengthens and diversifies the economic base of Baytown. The MDD jurisdiction includes the City of Baytown and its extraterritorial jurisdiction. Duties. - Provide strategic direction concerning development projects and ensure financial accountability for MDD funds. • Promote the retention and expansion of existing businesses for a sustainable economy that leads to primary job creation, and provide opportunity for new business development. • Position Baytown as an attractive destination for visitors and further cultivate a desirable community for residents to live, work and play. • Facilitate infrastructure projects and strategic investments that will enhance the quality of life and sense of place needed to foster sustainable and quality development. The Board On May 5, 2001, in the general election, the citizens of the City of Baytown voted to authorize the creation of the Baytown Municipal Development District (MDD) and the imposition of a sales and use tax at the rate of one-half of one percent for the purpose of financing economic development and parks projects that provide economic benefit, diversify the economic base of the community and improve our quality of life. 107 The board is comprised of the Mayor and six Council members. • Charles Johnson, President • Laura Alvarado, Vice President • Sarah Graham, Director • Jacob Powell, Director • Mike Lester, Director • Ken Griffith, Director • James Franco, Director • Angel Jackson, Secretary On October 26, 2023, the MDD board voted to create the Baytown Economic Development Advisory Committee to assist in the conduct of the operation of the City government and work with City economic development staff to identify and review opportunities that will grow and enhance the quality of life for the City of Baytown, but not limited to, reviewing Business Improvement Grants and making recommendations to the City Council. The committee is comprised of seven citizen members appointed by Council. Budget Executive Summary The FY2026-27 Proposed Budget for the Municipal Development District (MDD) reflects a strategic allocation of resources aimed at supporting economic development, enhancing community amenities, and fulfilling long-term debt obligations. Total projected revenues for FY27 are $9.95 million, while total expenditures are budgeted at $8.96 million, resulting in revenues exceeding expenditures by $862,390 and a projected ending working capital balance of $3.83 million. Revenues Projected revenues for FY2026-27 total $9,947,727 and include sales tax revenue of $9.98 million, which remains the primary funding source for the district. Rebates are projected at $198,153, reflecting obligations tied to existing agreements. Investment interest is projected at $163,777. M Expenditures Total proposed expenditures for FY2026-27 are $9,085,337, primarily supporting economic development activities, debt service, and transfers. Economic Development expenditures total $3.56 million and include the Economic Development Department, legal services, business recruitment and retention, EDF support, Hotel/Convention Center operations, Baytown Voice Magazine outreach, and other services. Non -Operating Expenses & Working Capital Debt service totals $5.02 million and includes obligations related to the NE Wastewater Treatment Plant, Aquatics Master Plan, Pirates Bay Waterpark Expansion, Convention Center Series 2021C, and Hotel Series 2021A/B. Transfers total $500,000 for project administration and overhead to the General Fund. The projected ending working capital balance of $3.83 million positions the MDD to maintain financial flexibility while continuing to support long-term economic development priorities. CITY OF BAYTOWN MDD- MUNICIPAL DEVELOPMENT DISTRICT FUND 3300 BUDGET SUMMARY Actual 2024-25 Revised Budget 2025-26 Estimated 2025-26 Proposed 2026-27 Revenues Sales Tax $9,172,120 $9,266,3129 $9,691,361 $9,982,102 Rebates (166,839) (160,000) (171,993) (198,153) Investment Interest 155,187 122,055 159,007 163,777 Intergovernmental Funds 326,954 - - - Miscellaneous 155,336 - - - Total Revenues 9,642,758 9,228,367 9,678,375 9,947,727 Expenditures Economic Development Economic Development 305,197 315,245 323,669 531,916 Department Legal Services 64,443 150,000 150,000 150,000 Development of New/Expansion of Existing Businesses and Industry - 100,000 100,000 100,000 Economic Development Foundation (EDF) - 350,000 350,000 225,000 Hotel/Convention Center Operations 2,410,349 2,255,000 2,255,000 2,345,000 Economic Incentive - 110 Property Group - 21,000 21,000 - Verdunity 130,000 ZenCity - - - 10,000 Baytown Voice Magazine 80,645 70,000 70,000 70,000 Total Economic 2,860,634 3,261,245 3,269,669 3,561,916 Development Water & Sewer Projects Cost Share w/Developers to Upsize Utilities - 357,598 357,598 - Total Water & Sewer Projects - 357,598 357,598 - Debt Service NE WW Treatment Plant (60% of 2014, 2015 & 2016 GO Refunding) 973,066 871,663 871,663 173,699 Aquatics Master Plan Construction 397,825 386,450 386,450 397,950 110 CITY OF BAYTOWN MDD- MUNICIPAL DEVELOPMENT DISTRICT FUND 3300 BUDGET SUMMARY Revised Actual Budget Estimated Proposed 2024-25 2025-26 2025-26 2026-27 Pirates Bay Waterpark Expansion 336,070 334,487 334,487 334,022 Convention Center Debt Service - Series 2021 C * 1,870,400 1,888,400 1,888,400 2,197,900 Hotel Debt Service - Series 2021 A/B ** 1,901,725 1,901,000 1,901,000 1,919,850 Total Debt Service 5,479,086 5,381,999 5,381,999 5,023,421 Transfers Project Administration & Overhead - GF 300,000 550,000 550,000 500,000 MDD Trustee 300,000 - - - Total Transfers 600,000 550,000 550,000 500,000 Total MDD Expenditures 8,939,720 9,550,843 9,559,266 9,085,337 Revenues Over/Under Expenditures 703,039 (322,476) 119,109 862,390 Beginning Working Capital 2,147,163 2,850,201 2,850,201 2,969,310 Ending Working Capital $2,850,201 $2,527,726 $2,969,310 $3,831,700 111 BAYTOWN BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT ANNUAL REQUIREMENT TO AMORTIZE BONDED DEBT Fiscal Principal Interest Interest Total Annual Year 02/01 02/01 08/01 Interest Requirement 2024 1,367,285 880,129 849,788 1,729,916 3,097,202 2025 1,438,892 849,788 820,678 1,670,466 3,109,358 2026 1,862,957 820,678 779,360 1,600,038 3,462,995 2028 1,547,826 750,196 713,975 1,464,171 3,011,997 2029 1,635,697 713,975 675,651 1,389,626 3,025,323 2030 1,692,619 675,651 637,852 1,313,503 3,006,121 2031 1,374,540 637,852 605,635 1,243,487 2,618,028 2032 1,448,129 605,635 571,647 1,177,283 2,625,412 2033 1,508,384 571,647 536,167 1,107,814 2,616,198 2034 1,237,340 536,167 505,770 1,041,937 2,279,277 2035 1,238,503 505,770 475,075 980,845 2,219,348 2036 1,250,000 475,075 443,825 918,900 2,168,900 2037 1,305,000 443,825 411,200 855,025 2,160,025 2038 1,375,000 411,200 376,825 788,025 2,163,025 2039 1,440,000 376,825 340,825 717,650 2,157,650 2040 1,515,000 340,825 302,950 643,775 2,158,775 2041 1,590,000 302,950 263,200 566,150 2,156,150 2042 1,675,000 263,200 229,700 492,900 2,167,900 2043 1,735,000 229,700 195,000 424,700 2,159,700 2044 1,805,000 195,000 158,900 353,900 2,158,900 2045 1,880,000 158,900 121,300 280,200 2,160,200 2046 1,950,000 121,300 82,300 203,600 2,153,600 2047 760,000 82,300 67,100 149,400 909,400 2048 790,000 67,100 51,300 118,400 908,400 2049 820,000 51,300 34,900 86,200 906,200 2050 855,000 34,900 17,800 52,700 907,700 2051 890,000 - 17,800 17,800 907,800 $39,238,941 $11,881,248 $11,036,720 $22,917,968 $62,156,909 112 BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT General Obligation and 2014 Refunding 2,100,283 394,496 43,424 13,740 57,164 351,072 General Obligation and 2015 Refunding 1,770,131 476,977 100,011 16,524 116,536 376,966 General Obligation and 2019 Refunding 3,595,000 1,470,000 350,000 47,950 397,950 1,120,000 General Obligation and 2021A Refunding 2,906,667 2,028,333 248,333 85,692 334,025 1,780,000 Combined Limited 2021 C Sales Tax Revenue & 30,680,000 30,200,000 510,000 1,365,650 1,875,650" 29,690,000 Third Lien Bonds" Total $41,052,081 $34,569,807 $1,251,769 $1,529,556 $2,781,325 $33,318,038 Notes: * The Annual Requirement to Amortize Bonded Debt reflects only the principal and interest payments contractually due during FY2026-27. The debt service budget is higher because it includes advance funding for Next Fiscal Year debt obligations. The 2021C Combined Limited Sales Tax Revenue and Third Lien Bonds have an FY2026-27 debt service requirement of $1,875,650, while the budget includes $2,197,900 to fund the payment due October 1, 2028. "The budget includes $1,919,850 for Hotel Debt Service Series 2021A/B. 113