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Home My WebLink AboutAgenda Packet City Council - 06/11/2024 Cityof Corpus Christi 1201 Leopard Street Corpus Christi,TX 78401 cctexas.com Meeting Agenda Final-revised City Council Tuesday,June 11,2024 11:30 AM Council Chambers Addendums may be added on Friday. Public Notice: Persons with disabilities who plan to attend this meeting and who may need auxiliary aids or services are requested to contact the City Secretary's office (at 361-826-3105) at least 48 hours in advance so that appropriate arrangements can be made. Si Usted desea dirigirse al Concilio y cree que su ingles es limitado, habra un interprete ingles-espanol en todas las juntas del Concilio para ayudarle. This meeting may be held via videoconference call pursuant to Texas Government Code § 551.127. If this meeting is held via videoconference call or other remote method of meeting, then a member of this governmental body presiding over this meeting will be physically present at the location of this meeting unless this meeting is held pursuant to Texas Government Code § 551.125 due to an emergency or other public necessity pursuant to Texas Government Code § 551.045. A. Mayor Paulette Guajardo to call the meeting to order. B. Invocation to be given by Pastor Rick Milby with Corpus Christi Cross Project. C. Pledge of Allegiance to the Flag of the United States and to the Texas Flag to be led by Anthony Reyes, Freshman at Richard King High School. D. City Secretary Rebecca L. Huerta to call the roll of the required Charter Officers. E. CITY MANAGER'S COMMENTS / UPDATE ON CITY OPERATIONS: (ITEMS 1 -4) 1. 24-0981 Recap of Visit to Seawater Desalination Plants in California 2. 24-0934 Water Status and Forecast Update, Presented by Nick Winkelmann, Director of Water Systems and Support Services 3. 24-0935 2024 Bay Jammin' Concert and Cinema Series at Cole Park (June 6 - August 22), Presented by JJ Nelson, Founder and Producer 4. 24-0850 Staff Announcement: Kathleen Chapa, Director of Animal Care Services Michael Perez, Assistant Director of Public Health and Finance City of Corpus Christi Page 1 Printed on 611012024 City Council Meeting Agenda-Final-revised June 11,2024 Administration Nlck Winkelmann, Director of Water Systems and Support Services F. PUBLIC COMMENT-APPROXIMATELY 12:00 P.M. To speak during this public comment period on a city-related matter or agenda item, you must sign up before the meeting begins. Each speaker is limited to a total of no more than 3 minutes per speaker. You will not be allowed to speak again on an item when the Council is considering the item. Time limits may be restricted further by the Mayor at any meeting. If you have a petition or other information pertaining to your subject, please present it to the City Secretary. Written comments may be submitted at cctexas.com/departments/city-secretary. Electronic media that you would like to use may only be introduced into the City system IF approved by the City's Communications Department at least 24 hours prior to the Meeting. Please contact Communications at 826-3211 to coordinate. This is a public hearing for all items on this agenda. G. BOARD &COMMITTEE APPOINTMENTS: (ITEM 5) 5. 24-0892 Civil Service Commission (1 vacancy) Civil Service Board (3 vacancies) Corpus Christi Regional Transportation Authority (5 vacancies) H. EXPLANATION OF COUNCIL ACTION: For administrative convenience, certain of the agenda items are listed as motions, resolutions, or ordinances. If deemed appropriate, the City Council will use a different method of adoption from the one listed;may finally pass an ordinance by adopting it as an emergency measure rather than a two reading ordinance,or may modify the action specified. I. CONSENT AGENDA: (ITEMS 6 - 21) NOTICE TO THE PUBLIC: The following items are consent motions, resolutions, and ordinances of a routine or administrative nature. The Council has been furnished with background and support material on each item, and/or it has been discussed at a previous meeting. All items will be acted upon by one vote without being discussed separately unless requested by a Council Member or a citizen, in which event the item or items will immediately be withdrawn for individual consideration in its normal sequence after the items not requiring separate discussion have been acted upon. The remaining items will be adopted by one vote. 6. 24-0931 Approval of the May 15, 2024 Joint Workshop Minutes and May 21, 2024 Regular Meeting Minutes Consent-Second Reading Ordinances 7. 24-0670 Ordinance authorizing the conveyance of 7 lots (0.55 acres total) of surplus land located at or near 526, 528, 530, 532, 536, and 538 19th Street to Thanksgiving Homes for$10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale City of Corpus Christi Page 2 Printed on 611012024 City Council Meeting Agenda-Final-revised June 11,2024 and conveyance to Thanksgiving Homes for the purchase of 7 lots (0.65 acres-total) of surplus land located at or near 429 Marguerite Street, 503, 505, 507, 515, 517, and 519 18th Street for$10 per lot and development of affordable housing. (District 1) sponsors: Planning and Community Development Department 8. 24-0668 Ordinance authorizing the conveyance of 7 lots (0.46 acres total) of surplus land located at or near 2203 Morris Street and 715 19th Street to DSW Homes, LLC for$10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with DSW Homes, LLC for the purchase of 10 lots (0.66 acres-total) of surplus land located at or near 2211, 2217 2219, 2307, 2309, and 2311 Morris Street for$10 per lot and development of affordable housing. (District 1) sponsors: Planning and Community Development Department 9. 24-0669 Ordinance authorizing the conveyance of 6 lots (0.52 acres total) of surplus land located at or near 2304, 2312, and 2324 Mary Street to Habitat for Humanity Corpus Christi, Inc. for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with Habitat for Humanity Corpus Christi, Inc for the purchase of 6 lots (0.43 acres-total) of surplus land located at or near 504 and 623 20th Street, 2221 Marguerite Street, and 2614 Mary Street for $10 per lot and development of affordable housing. (District 1) sponsors: Planning and Community Development Department 10. 24-0641 Ordinance authorizing the conveyance of 9 lots (0.6 acres total) of surplus land located at or near 2022, 2028, and 2034 Mary Street and 502 and 508 18th Street to Community Development Corporation Of Brownsville, dba cdcb I come dream come build, for$10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with cdcb I come dream come build for the purchase of 8 lots (0.59 acres-total) of surplus land located at or near 508, 510, 512, 514, 516, 518, and 520 19th Street for $10 per lot and development of affordable housing. (District 1) sponsors: Planning and Community Development Department Consent- Contracts and Procurement 11. 24-0210 Motion authorizing a 20-month agreement with Frazer, Ltd., of Alvin, Texas, through the BuyBoard Cooperative, for the upfitting and installation of parts and equipment for three replacement Medic Units for the Corpus Christi Fire Department in an amount up to $895,250.00, with FY 2024 funding from the General fund. sponsors: Fire Department and Finance & Procurement 12. 24-0538 Resolution authorizing a one-year supply agreement with Unimech Flow, City of Corpus Christi Page 3 Printed on 611012024 City Council Meeting Agenda-Final-revised June 11,2024 Inc., of Houston for gate valves for waterlines, for Corpus Christi Water in an amount not to exceed $165,377.70, with FY 2024 funding of$55,125.90 from the Water Fund. sponsors: Corpus Christi Water and Finance &Procurement 13. 24-0811 Motion authorizing execution of a one-year supply agreement, with two one-year options, with Evoqua Water Technologies LLC, of Sarasota, Florida, in an amount not to exceed $914,000.00, with a potential up to $2,742,000.00 if options are exercised, for sodium chlorite solution for Corpus Christi Water, with FY 2024 funding of$380,833.30 from the Water Fund. sponsors: Corpus Christi Water and Finance &Procurement 14. 24-0421 Motion authorizing execution of a one-year supply agreement, with a one-year option, with Brauntex Materials, Inc., of New Braunfels, in an amount not to exceed $191,250.00, with a potential of up to $382,500.00 if the option year is exercised, for pre-coated aggregates to be used on road surface treatments for Public Works, with FY 2024 funding of$191,250.00 from the Streets Fund. sponsors: Public Works/Street Department and Finance &Procurement 15. 24-0499 Resolution authorizing a one-year professional services agreement, with four one-year options, with Del Mar College in an amount not to exceed $100,000.00, with a potential up to $500,000.00 if options are exercised, for training courses for the Public Works Department, with FY 2024 funding of$50,000 from the Streets Fund and $50,000 from the Storm Water Fund. sponsors: Public Works/Street Department and Finance &Procurement Consent- Capital Projects 16. 24-0506 Motion authorizing Change Order No. 3 with Associated Construction Partners, Ltd, Boerne, Texas, to the Citywide Lift Station Repair for the Williams Lift Station located in Council Districts 5, in an amount of $852,429.99 for a total amount not to exceed $13,261,725.76, with FY 2024 funding available from the American Rescue Plan Act Fund. sponsors: Engineering Services and Water Utilities Department General Consent Items 17. 24-0851 Resolution authorizing the submission of an application to Nationwide Mutual Insurance Company for funding in the amount of$10,000 for one six-hour training session and one new grain rescue tube for grain bin rescues for the Corpus Christi Fire Department. sponsors: Fire Department 18. 24-0852 Resolution authorizing the submission of an application to the Office of the Governor- Homeland Security Grants Division in an amount of$42,123.95 City of Corpus Christi Page 4 Printed on 611012024 City Council Meeting Agenda-Final-revised June 11,2024 for the Statewide Emergency Radio Infrastructure Program to purchase 20 new very high frequency radios to establish interoperable communication throughout the region and state for the Corpus Christi Fire Department. sponsors: Fire Department 19. 24-0971 Resolution naming the Annex Building at the Health District the "Tex Villarreal Vector Services Center"; and renaming the "City of Corpus Christi Health Department Tex Villarreal Animal Care and Vector Services Center" to the "City of Corpus Christi Animal Care Services." sponsors: Animal Care Services Consent-First Reading Ordinances 20. 24-0611 Ordinance accepting a grant from the State of Texas Governor's Homeland Security Grants Division for Operation Stonegarden (drug and human trafficking) for overtime, fringe benefits, one replacement Chevy Tahoe, and fuel/maintenance in the amount of$228,898.00; and appropriating $228,898.00 in the Police Grants Fund. sponsors: Police Department 21. 24-0805 Ordinance authorizing execution of all documents necessary to accept, amend, and appropriate a grant contract for$240,003.00, with a cash match of$24,000.00, for the Public Health Emergency Preparedness (PHEP) Grant from the Texas Department of State Health Services (DSHS) to provide funding activities in support of the PHEP Cooperative Agreement from the Centers for Disease Control and Prevention (CDC) for the period of July 1, 2024, through June 30, 2025. sponsors: Health Department J. RECESS FOR LUNCH The City Council will take a lunch break at approximately 1:30 p.m. K. PUBLIC HEARINGS: (ITEMS 22 - 24) The following items are public hearings and public hearings with first reading ordinances. Each item will be considered individually. 22. 24-0872 Resolution authorizing a Substantial Amendment to the City of Corpus Christi's Fiscal Year 2024/Program Year 2023 Annual Action Plan (AAP) reprogramming unspent funds from FY2022/PY2021 and FY2023/PY2022 for the Community Development Block Grant (CDBG) in the amount of $1,159,244, and the HOME Investment Partnerships Program (HOME) in the amount of$1,182,626 for a total of$2,341,870; and authorizing the execution of all necessary documents to submit the Substantial Amendment to the AAP; accepting the approved Substantial Amendment AAP projects and authorizing the execution of funding agreements, amendments, and other documents necessary to implement the FY2024/PY2023 AAP. City of Corpus Christi Page 5 Printed on 611012024 City Council Meeting Agenda-Final-revised June 11,2024 Sponsors: Planning and Community Development Department 23. 24-0826 Zoning Case No. ZN8219, City of Corpus Christi (District 2). Ordinance rezoning a property at or near 2212 Morris Street from the "RS-6"/SP Single-Family 6 District with a Special Permit and the "Cl" Intensive Commercial District to the "RM-2" Multifamily District; providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval). Sponsors: Development Services 24. 24-0838 Zoning Case No. ZN8242, Zumic Investments LLC (District 1). Ordinance rezoning a property at or near 4458 Church Street from the "RS-6" Single-Family 6 District to the "CN-1" Neighborhood Commercial District; providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval). Sponsors: Development Services L. INDIVIDUAL CONSIDERATION ITEMS: (ITEMS 25 - 28) The following items are motions, resolutions or ordinances that may be considered and voted on individually. 25. 24-0749 Motion awarding a construction contract to Associated Construction Partners, Ltd., Boerne, Texas, for the Wesley Seale Dam Instrumentation Rehabilitation project to upgrade and modernize the dam monitoring instrumentation system in an amount of$3,280,300.00, with funding available from the Water CIP Fund. Sponsors: Engineering Services, Water Utilities Department and Contracts and Procurement 26. 24-0750 Motion awarding a construction contract to JE Construction Services, LLC in an amount of$25,532,307.00 for the reconstruction of Yorktown Boulevard from Rodd Field Road to Oso Creek Bridge, with new concrete pavement, sidewalks, curbs and gutters, installation of ADA-compliant curb ramps, signage, pavement markings, upgraded street illumination and traffic signals, and Utilities improvements, located in Council District 5 with FY 2024 funding available from the Street Bond 2022, Storm Water, Water, Wastewater and Gas Capital Funds. Sponsors: Engineering Services, Public Works/Street Department and Contracts and Procurement 27. 24-0745 Resolution approving the Corpus Christi Type B Corporation's approval of the Huntwick Avenue reconstruction project from South Staples Street to the Pavement Change in the amount of$2,500,000.00. (District 5) Sponsors: Engineering Services and Public Works/Street Department 28. 24-0626 Ordinance authorizing mid-year budget adjustments and amending the Operating and Capital Budgets, as applicable, for fiscal year 2023-2024 (FY 2024) in the manner and method stated for the following items: City of Corpus Christi Page 6 Printed on 611012024 City Council Meeting Agenda-Final-revised June 11,2024 transferring $400,000.00 from the TIRZ #2 Fund to the Capital Budget and appropriating for the design of Commodore Park; transferring $108,256.88 from the unreserved fund balance in the Sewer Connection Fund to the Wastewater Capital Reserve Fund and appropriating to fund wastewater projects; appropriating $370,000.00 from the unreserved fund balance in the Golf Center Fund to upgrade a water reuse pump station located at Greenwood Wastewater Treatment Plant; and appropriating $243,734.00 from the unreserved fund balance in the Golf Center Fund for the Gabe Lozano Firefly and Practice Range Projects. sponsors: Office of Management and Budget M. BRIEFINGS: (ITEM 29) Briefing information will be provided to the City Council during the Council meeting. Briefings are for Council information only. No action will be taken and no public comment will be solicited. The City Manager or City Council Liaison for any city board, commission, committee or corporation(including Type A or B Corporation) may report on the action(s) or discussion(s) of any such body's public meeting that occurred within one month prior to this City Council meeting. 29. 24-0812 Briefing on FY 2023 Annual Comprehensive Financial Report by Weaver and Tidwell, LLP External Auditors sponsors: Finance &Procurement N. EXECUTIVE SESSION: (ITEMS 30 -31) PUBLIC NOTICE is given that the City Council may elect to go into executive session at any time during the meeting in order to discuss any matters listed on the agenda, when authorized by the provisions of the Open Meeting Act, Chapter 551 of the Texas Government Code, and that the City Council specifically expects to go into executive session on the following matters. If the Council elects to go into executive session regarding an agenda item, the section or sections of the Open Meetings Act authorizing the executive session will be publicly announced by the presiding officer. The City Council may deliberate and take action in open session on any issue that may be discussed in executive session. The description of an item in "Executive Sessions" constitutes the written interpretation by the City Attorney of Chapter 551 of the Texas Government Code and his determination that said item may be legally discussed in Closed Meeting in compliance with Chapter 551 the Texas Government Code. 30. 24-0918 Executive session pursuant to Texas Government Code § 551.071 and Texas Disciplinary Rules of Professional Conduct Rule 1.05 to consult with attorneys concerning legal issues related to industries, infrastructure, utilities, and property in the City's extraterritorial jurisdiction, services thereto, annexation, Texas Local Gov't Code service plans, industrial district agreements (IDA's), and Chapters 42, 43 and 212 of the Texas Local Government Code § 43.0116, et. seq., rates for utilities, actions for limitation of rates, Texas Water Code § 13.043 and associated statutes and regulations, and Texas Government Code § 551.087 to discuss and deliberate regarding potential financial or other incentive(s) to business prospects(s) that the governmental body seeks to have locate, stay, or City of Corpus Christi Page 7 Printed on 611012024 City Council Meeting Agenda-Final-revised June 11,2024 expand in or near the territory of the City and with which the City will be conducting economic development negotiations, authorizing preparation of service plans for areas to be considered for annexation, and authorizing professional services agreements and amendments thereto with attorneys, engineers, and other consultants involved in the aforementioned actions 31. 24-0919 Executive Session pursuant to Texas Gov't Code § 551.071 and Texas Disciplinary Rules of Professional Conduct Rule 1.05 to consult with attorneys concerning legal issues related to the case of Borrego, Raul as Next of Kin of Charles Borrego, Deceased v. City of Corpus Christi, and Ricardo Riojas, Jr., including potential consideration of settlement offers and/or fees for attorneys, engineers, other expert witnesses assisting in this case, deposition fees, and court costs, and updates on litigation in other cases. O. ADJOURNMENT City of Corpus Christi Page 8 Printed on 611012024 CITY OF CORPUS CHRISTI OFFICE OF THE CITY MANAGER TO; Mayor and City Council FROM: Peter Zanoni, City Manag COPY. Executive Leadership'beam SUBJECT: Out ofOffce-- Water Desalin.ition Plant Tours in CaIll'ornin DATE: June 4, 2024 Oil Wednesday, June 5, through Saturday, June 8, 1 will be traveling with a group of City representatives to Carlsbad. California to tour the Claude "Bud" Lewis Carlsbad Desalination Plant, a 50 million gallon a day seawater treatment plant, and. the Charles E Meyer Desalination Plant in Santa Barbary. The group and I will inert with each of the facility's operational stafi'to discuss best practices as well as lessons learned through procurement, design, construction, and operations. Congressman Michael Cloud will join the delegation to gain more knowledge on this topic and better understand how California has successfully implemented seawater desalination as a viable supply to meet its water demands. Additional attendees include Councilman Dan Suckley, Councilman Roland Barrera, CCW COO Drew Molly. IGR Director Ryan Skrobarczyk.and Brian Williams of the San Patricio Municipal Water District, During my absence, Michael Rodriguez, Deputy City Manager, will be the Acting City Manager. Michael can be reached at his office at (361) 826-3732 or his cell phone at (210) 471-9611. As always, l will be accessible by cell phone at(210) 355-5563. B" Jc( Concert Series 2024 OUR SPONSORS: Thursdays, June 6 - August 22, 7:30pm -1 Opm June at the Cole Park Amphitheater � � = << 6 Cruise Control — Rock/Classic Rock/Blues/Funk I"I ARTS-CULTURAL ' Raul Ayala — Pop/Rock/Alternative/Funk CORPUS C o A A i S S i o N 113 Triptonite —Alt Rock/Funk/Reggae/Jam/World Beat s I PAR Chainlinks — AltRock/Funk/Soul RECREATION 20 The Palacios Brothers — ClassicRock/Latin Rock/Blues/Funk/Soul 'TIle The East&The Crow—Alt Rock/ Pop Punk III `ova urrill ^StateFarm 27 Aloha Dave&the Tourists — Beach&Surf Rock-Blues-Reggae oundat>on Jessica Kelly,Agent gg (367)9929292 JessicaKellylnsannce.biz John Cortez Band — Blues/Rock/Classic Rock ' ilk uer�u[ JD'S July View the 4th o0uly Fireworks from Cole Park! 0 INTERSTATE E�Pp/�esS® 4 Jam Council — AltRock/Pop/Classic Rock R Ba�TTER/ES oF CORPUS L„R,Sn Heavy Soul — Blues/Rock/Soul/Reggae/Funk III Young Klassics — 80's hair band/AltRock/Pop music Weichert, 11 Another Level — Funk/Soul/Rock �. 335SSTAPLE55[ Realtors Trisum — Funk/Soul/Rock/Blues/Jazz ONz EKa DQ s,.,9s, 18 Vallejo —Texas Rock/Austin "::+`CAiP[BNJCHARWE'6 �GA G Nik Parr&the Selfless Lovers —Alt-Indie Rock/Austin 25 Any Colour You Like — Pink Floyd Tribute Jq� cEN \I! 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OUR SPONSORS Annua�sry0 the �c BINGO art Sete Tim F BY THE BAY V E d o-y Counselors Unlimited SEB 'S CommunityBank Ur.ryla neSmtih P KEDT Z C�'hXiffK�C/Kl Your comm'i owned 5 F r y PHOTOGRAPHY KEDT _ wwctionammoVaol 14Productwnslmmin.caol.com 00 _ I M �� 1•� � �� v rrrwr rmuvr M ~ ry Ren6C Flores ` ,Q ROARRI ANOTiHER �C Creative �#�� DEL MAR COLLEGE June THANK YOU! 7 Wish/ PG (95 min-Animation Adventure Comedy) �DS 14 Migration/ PG (83 min-Animation I Adventure I Comedy) /BAT AIT, ArTE' 21 Under the Boardwalk(2023� (/ PG 83 min-Animation I Adventure I Comedy) TER/ES 28 Trolls Band Together/ PG (91 min-Animation I Adventure I Comedy) • July C0 5 Mavka:The Forest Song/TV-Y(99 min-Animation I Adventure I Comedy) SC CORPUS I1LTURAL C 0 M M I S S I O IN12 Paw Patrol The Mighty Movie/ PG (88 min-Animation I Action I Adventure) CHRISTi 19 Kung Fu Panda 4/ PG (94 min-Animation I Action I Adventure) PARKS& RECREATION 26 Teenage Mutant Ninja Turtles Mutant Mayhem/ PG (99 min-Animation E, Action I Adventure)�lpress° Au ust 9 OF CORPUS CHRISTI 2 Elemental / PG (101 min-Animation I Adventure I Comedy) �a,y mil 9 Wonka/ PG (116 min-Adventure I Comedy I Family) vun&Wn 16 The Little Mermaid (2023)/ PG (135 min-Adventure I Family I Fantasy) :.StateFarm - Jessica Kelly,Agent(363)992-9292 J � Bay Jammin Concert&Cinema Series essicaKellylnsurance.biz @BayJamminconcertandCinemaSeries 6 53 reviews 0-Local business ■ a P BAY �AMMIN' CONC RT & CI NEMA SERIES LY FREE FAMI FUN ,�R,A,y n„rriU /NTERSTAITE• `f-- B�IITTER/ES ART M M I S S I 1 O 0 N COMMS N E�tl�reSss OF CORPUS CHRISTI _ � . • � � • CORPUS CHRISTI StateFarM . , ■ ■ ■ PARKn56 (36)9Z 292 Jessica aKeUyellAgentb'= Bay lammin Cinema Series Continues! 13 8■II /-@I � CORPUSCHRI5111 , 9 Of ai � Qi $/wee/959 �f�J �:o�axxxnii 535S SfAPLE55[ ® s �+ �GT �,��1/1 Rend C.Flores the •� T� r 11 LL '�J 0 FLOOD FLOOD `� °^ TILE m P creative f BOARRI I�MC PHOTOGRAPHYs �� v 9 ,9AKERY&COFFEE H R 5E5 RQ�„y DEL MAR COLLEGE 1 Sfo�No �D _ ''Izz LR1P KE DTs4 V � F"P rou.commu�ev�w�d Counselors Unlimited 2",,,�,-„ Fy2 cnnesaa�oxaseces KEDT pr.W Smith Ci0111111unityBallk �H =r� tk z�x ' cwsms�axaac:es .•� CITY OF CORPUS CHRISTI OFFICE OF THE CITY MANAGER TO: Mayor and City Council FROM: Peter Zanoni, City Manager COPY: Executive Team SUBJECT: Staff Announcement—Animal Care Services DATE: May 17, 2024 I have appointed Kathleen Chapa as the Director of Animal Care Services,effective Tuesday,May 7. Kathleen joined the City in 2009 and has served in multiple City Departments, including Health and Public Works. Since December 2023, she has served as Interim Animal Care Services Director. In her interim role, Katie has been responsible for implementing standard operational procedures covering all aspects of animal care,creating a progression plan to incentivize employee retention, and increasing community outreach efforts to help educate and improve the welfare and well-being of animals. Kathleen holds a Bachelor of Business Administration from Texas A&M—Corpus Christi. i CITY OF CORPUS CHRISTI OFFICE OF THE CITY MANAGER TO: Mayor and City Council FROM: Peter Zanoni, City Manager r COPY: Executive Team SUBJECT: Staff Announcement DATE: May 22,2024 Economic Development I have appointed Arturo Serrano as Director of Economic Development effective Monday, June 24. Arturo is a Certified Economic Developer with over 10 years of local government experience and over seven years of economic development experience. He currently serves as the Economic Director for the City of Eagle Pass. In this role, he is responsible for recruiting businesses and funding for the City of Eagle pass. Arturo's notable accomplishments in this role include completion of three hotel projects in excess of$30 million in private investment, securing $3.5 million for a major historic preservation project,and completing the Eagle Pass Downtown Master Plan. Arturo holds a Bachelor of Psychology from Northern Arizona University. He also holds a Master of Science in Economics and a Master of Public Administration from the University of Texas at El Paso. He is a Certified Economic Developer from the International Economic Development Council. Health I have appointed Michael Perez as Assistant Director of Public Health and Finance Administration for the Health Department effective Monday,May 20. Michael has over 20 years of experience in the health field. Before to joining the City,he was the Director of Business Development and Operations for Radiology and Imaging of Corpus Christi, where he was responsible for building and maintaining strong relationships with key decision makers such as medical providers, healthcare facilities, and industry contacts to drive business opportunities. Previously,he served as the President of Christus Spohn Hospital—Beeville,where he was responsible for the operational effectiveness of the facility and overall quality of care provided to the community. Michael holds a Bachelor of Science and a Master of Physical Therapy from the University of Texas Medical Branch—Galveston.He also holds a Master of Business Administration from Texas A&M—Corpus Christi.He served as a Fellow for the American College of Healthcare Executives. Page 2 of 2 Staff Announcement Finance I have appointed Julie Sandoval as Assistant Director of Finance effective Monday,July 1. Julie has over 18 years of finance experience,with over 15 of those years in local government. She currently serves as the Public Health Administrator of Operations for the City of San Antonio's Health Department.In this role she is responsible for a$104 million budget,monthly and quarterly financial reporting, and the development of the Health Department's strategic finance plan. She was instrumental in ensuring zero audit findings for the Health Department during both the FY 2023 Single Audit and the 2024 Department of State Health Services Grant Audit. Julie holds a Bachelor of Business Administration Degree in Accounting from the University of Texas at San Antonio. She is a certified Project Management Professional and a certified Scrum Master. She is an active member of the Government Finance Officers Association. Attached: Organizational Chart updated effective Monday, June 24 N 99 0 c A W m� c - s W' t u C x �+ ° 9 u N W m WE r w a E w x L9 Iro :ul u a E y � _ v 3E 3z �, I CL EL ° ° 3 E a I >v 3 ° r I S r E I I I I c v v �c c � 3 a m o m 7 L E C c c � � N G Ac > o a v v coG v E 010 w w C u o _ c m n = m u g� u W) Mr I u w a c H u C W `o •c , 01 c m y i5 m Ew lzc t9 m a w E yY° v> a w a s z 6o d as c v°i o x ao yy Q L W O W �"� I I I 1 LA n v1 O o gp' E E o (D = E — I I I I I I CITY OF CORPUS CHRISTI OFFICE OF THE CITY MANAGER TO: Mayor and City Council FROM: Peter Zanoni, City Manage COPY: Executive'Team SUBJECT: Staff Announcement DATE: June 3, 2024 Corpus Christi Water I have appointed Nick Winkelmann as Director of Water Systems and Support Services effective Monday, .tune 3. Nick joined the City in July 2021 as Planning and EnglnCering Manager for Corpus Christi Water (CC:W). Since January 2024, lie has served as Interim Director of' Water Systems and Support Services. Previous to his interim role, Nick served as Assistant Director of Planning and Infrastructure for CCW. Before joining the City,he worked for 24 years in the private water sector. Nick Bolds both a Bachelor of Science in Geological Engineering and a Master of Business Administration from Missouri Science and Technology. I-le holds his Professional Engineer License in Civil Engineering and is registered in both Illinois and Texas. Fire Chief Wade has selected.lace Johnson as Emergency Management Coordinator effective Monday, .rune 3. lace joined the City in January 2024 as the Deputy Emergency Management Coordinator. Since April. he has served as the Interim Emergency Management Coordinator. .lace has 26 years of experience in emergency management and disaster relief response. Before joining the City, Jace was the Emergency Management Coordinator for United Rescue Alliance, which is an international disaster and crises response organization dedicated to equipping and training communities in the areas of disaster preparedness, response, and transformation. In his role as Emergency Management Coordinator for United Rescue Alliance, dace was responsible for leading training activities for emergency response teams, responding to natural disasters and large- scale incidents, and cultivating relationships with individuals, organizations, and agencies related to emergency response activities. We are currently recruiting for the permanent Emergency Management Deputy Coordinator position. 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O & \ _ e t n LU 0 ) \ \ \ E a) a) \ \ \ E \ 0 � ± \ / 3 3 3 o o v a u \ o d U 0 2 / 0 0 \ ƒ k ) \ w \ CZo % / / < � / $ % ® / ƒ s / 2 E / f ® ƒ C 4 E ' ( / ƒ \ % \ k O / % / / % \ \ \ E § \ \ = \ Co \co 0 \ \ \ 0 Q o a U- o o ¢ ul e e a Q 0 o 0 2 = CIVIL SERVICE COMMISSION Applicants Name District Status Joshua M.Crim District4 Applied Daniel Jorgensen District Applied Jennifer L. Lehman District 1 Applied Silvia A. Martinez Pacheco District 5 Applied CITY OF CORPUS CHRISTI Submit Date: Mar 23, 2024 Application for a City Board, Commission, Committee or Corporation Profile Joshua M _ Crim First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78418 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 4 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 25 Owner hangsafe non-profit Ceo _ Community development Employer Job Title Occupation Work Address - Street Address and Suite Number 460 Cartagena Work Address - City Corpus Work Address - State Tx Work Address - Zip Code 78418 Joshua M Crim Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CIVIL SERVICE BOARD: Submitted Interests & Experiences Are you a Nueces County registered voter? r Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Neighborhood and community services for un housed Why are you interested in serving on a City board, commission or committee? I want to make sure the right things are done with the funds that are aquired for the services that are needed Are you an ex-Off icio member of a City Board, commission or committee? r Yes r No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r No Are you a current candidate in an election for a non-city public office? r Yes r No Do you currently serve as an elected official for a non-city public office? r Yes r No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Joshua M Crim Demographics Gender W Male Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? f- Yes r No Do you, your spouse, your business or your spouse's business have a City contract? Yes r No Does your employer or your spouse's employer have a City contract? r Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r. No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes (- No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you resided in the City for at least 3 years? r- Yes r No Joshua M Crim Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you held public office during the past 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you over 25 years of age? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you a U.S. Citizen r Yes r No Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? r Yes r° No Verification Joshua M Crim City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. row I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Joshua M Crim CITY OF CORPUS CHRISTI Submit Date: Feb 08, 2024 Application for a City Board, Commission, Committee or Corporation Profile Dr. Daniel Jorgensen Prefix First Name Last Name Email Address 7- 1 Street Address Corpus Christi TX 78418 City State Postal Code J Primary Phone Alternate Phone What district do you live in? W District 4 Current resident of the City of Corpus Christi? r Yes r No If yes, how many years? 26 Texas A&M University Corpus Christi Full Professor College Professor Employer Job Title Occupation Work Address - Street Address and Suite Number 6300 Ocean Drive Bay Hall 347 Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78412 Work Phone 361-825-3269 Dr. Daniel Jorgensen Work E-mail address daniel.jorgensen@tamucc.edu Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CIVIL SERVICE BOARD: Submitted Interests & Experiences Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Ph.D. in Public Administration If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) the Merit Board and Merit Commission Why are you interested in serving on a City board, commission or committee? Yes Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? i- Yes r No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? � Yes t- No Are you a current candidate in an election for a non-city public office? x Yes r No Dr. Daniel Jorgensen Do you currently serve as an elected official for a non-city public office? Yes r. No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender rJ Male Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r: No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r. No Does your employer or your spouse's employer have a City contract? f- Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r= No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. From time to time I will be asked to do a survey for City departments. Right now, I have no contracts open with the City. Dr. Daniel Jorgensen Board-specific questions (if applicable) Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you resided in the City for at least 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you held public office during the past 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you over 25 years of age? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you a U.S. Citizen r Yes r No Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? r Yes r No Verification Dr. Daniel Jorgensen City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. row I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Dr. Daniel Jorgensen [Jorgensen] CURRICULUM VITA Bay Hall 347 Daniel J. Jorgensen 361-825-3269 EDUCATION Ph.D. Public Administration, Florida State University, Tallahassee, FL, 1999. M.P.A. Master of Public Administration, Drake University, Des Moines, IA, 1993. B.A. Business (cum laude), Loras College, Dubuque, IA, 1981. CURRENT POSITION Professor of Public Administration Texas A&M University — Corpus Christi (09/2011 —present) ADMINISTRATIVE EXPERIENCE Chair, Department of Social Sciences, Texas A&M University — Corpus Christi, 09/13 — 3/31/2023. Provide leadership for a department of 27 faculty (16 tenure track, 1 non-tenure track and 3 adjuncts); two undergraduate programs (Criminal Justice, Political Science), with approximately 500 majors, and a graduate program (Master of Public Administration, MPA), with approximately 50 majors. Manage a base budget of nearly $1,500,000. Oversight and responsibility for three program coordinators. Oversight and responsibility for a full-time administrative assistant and part time support staff. Evaluate faculty for tenure and promotion, or promotion denials) Responsible for staff hiring and evaluations Participate in College development activities (special events with donors, alumni, and other stakeholders) Successes include: • Supporting the University goal of becoming calorized as "Research Intensive" by increasing the dollar value of contracts, grants and funded research awarded to departmental faculty by 10% from AY 2016/7 to AY 2020/21). • Motivating departmental faculty to increase the number of journal articles by 29% from AY 2016/17 to AY 2020/21). • Coordinating with faculty and administration to create an annual authentic assessment plan for the three departmental programs, including the programmatic student learning outcomes and course mapping of those outcomes. • Leading the self-study/external review process for all three disciplines. • Guiding the overhaul of departmental web presence and developed a social media presence. • Enlisting the help of faculty to establish departmental standards for teaching, research and service for annual faculty evaluations and the writing of a departmental code of ethics. • Recruiting new tenure-track faculty members. • Coordinating with local government to create a Critical Capacity Scholarship program to help government employees afford enrollment in the MPA program. Program Coordinator, Master of Public Administration, Texas A&M University — Corpus Christi, (2006 - 2011). Provided leadership for an interdisciplinary graduate program with affiliated faculty from numerous disciplines including Public Administration, Political Science, Criminal Justice, Sociology, Communication, Health Care Administration and Nursing. • Revised and added new course offerings to meet accreditation standards for the Networked Association of Schools of Public Administration and Affairs. • Developed assessment materials and tracked performance of the program. • Established a paying internship program with local government for MPA students. • Scheduled course offerings working with department chairs. • Developed degree plans for students. • Created an MPA Newsletter for students, alumni and donors and an MPA social networking page. • Maintained largest graduate student enrollment in the College of Liberal Arts. FACULTY EXPERIENCE Texas A&M University Corpus Christi Professor of Public Administration (09/2011 - Present). Associate Professor of Public Administration (09/2006—08/2011). Assistant Professor of Public Administration (08/2000 — 08/2001). University of Central Florida Visiting Instructor of Public Administration (08/1999 —07/2000). HONORS AND AWARDS Outstanding Islander (2011). Public Administration Educator of the Year, Coastal Bend Chapter of the American Society for Public Administration (2008). College of Liberal Arts Outstanding Service Award(2007). Pi Alpha Alpha National Honor Society (1993). CONTRACTS, GRANTS,AND AWARDS Jorgensen, Daniel J (Principal), Sponsored by City of Corpus Christi Storm Water Department, $12,000. (06/2023 —08/2023). Meyer, Pamela (Principal),Araiza, Isabel (Co-Principal), Jorgensen, Daniel J (Co- Principal) Huang, Lucy (Other), "The Coastal Bend's 2016 Community Health Needs Assessment," Sponsored by Coastal Bend Health Needs Assessment Steering Committee (09/2015 — 08/2016). Jorgensen, Daniel J (Principal), Futrell, Toby H (Supporting), "City of Corpus Christi Community Survey 2013," Sponsored by City of Corpus Christi, $17,000.00. (11/ 2013 —08/ 2014). Jorgensen, Daniel J (Principal), Sponsored by City of Corpus Christi Storm Water Department, $8,450.00. (02/2013 —08/2013). Jorgensen, Daniel J (Principal), "Development Services Process and Procedure Assessment," Sponsored by City of Corpus Christi Development Services Department, $14,300.00. (01/2013 —08/2013). Meyer, Pamela (Principal), Araiza, Isabel (Co-Principal), Jorgensen, Daniel J (Co- Principal), "The Coastal Bend's 2013 Community Health Needs Assessment," Sponsored by Coastal Bend Health Needs Assessment Steering Committee, Other, $60,000.00. (10/ 2012 — 08/2013). Jorgensen, Daniel J (Principal), "Corpus Christi Community Survey," Sponsored by City of Corpus Christi, $17,000.00. (11/2011 — 08/2012). Mulvaney, T, Jorgensen, D. J., "Surveying the Impact of Takings Jurisprudence on Coastal Development Approvals" Sponsored by Texas Wesleyan Law School, Ft. Worth, TX and the Northern Gulf Institute, Stennis Space Center, MS. $7,500 (10/2010 — 12/2012). Jorgensen, Daniel J, "Environmental Strategies Survey for the Texas Department of Health and Human Services Strategic Prevention Framework State Incentive Grant (SPF-SIG)," Sponsored by Behavioral Assessment Inc., $75,000.00. (08/2009— 12/2010). Meyer, Pamela (Principal), Araiza, Isabel (Co-Principal), Ramirez, Michael E. (Co- Principal), Fonseca, Diana (Supporting), Jorgensen, Daniel J (Other), "The Coastal Bend's 2010 Community Health Needs Assessment," Sponsored by Coastal Bend Health Needs Assessment Steering Committee. (10/2009 —08/2010). Jorgensen, Daniel J (Principal), "Corpus Christi Community Survey," Sponsored by City of Corpus Christi, $12,000.00. (11/2008 —08/2009). Jorgensen, Daniel J, "Environmental Strategies Survey for the Texas Department of Health and Human Services Strategic Prevention Framework State Incentive Grant (SPF-SIG)," Sponsored by Behavioral Assessment Inc., $65,000.00. (08/2008— 07/2009). Rhoades, Philip W (Co-Principal), Jorgensen, Daniel J (Co-Principal), "Bold Future Data Collection and Survey," Sponsored by Bold Future Visioning initiative, $14,629.42. (04/2008 — 12/2008). Rhoades, Philip W (Co-Principal), Jorgensen, Daniel J (Co-Principal), "A Study of Regional Transportation Needs," Sponsored by Coastal Bend Council of Governments, State, $28,000.00. (02/2006—08/2006). Rhoades, Philip W (Co-Principal), Jorgensen, Daniel J (Co-Principal), "Port Aransas Ferry Survey," Sponsored by Texas Department of Transportation, State, $15,000.00. (10/2003 —03/2004). Jorgensen, Daniel J (Principal), "Corpus Christi Community Survey," Sponsored by Cityof Corpus Christi, $10,000.00. (11/2004— 08/2004). REFEREED PUBLICATIONS Rios, J. M., Jozwiak, J. F., Jorgensen, D. J., Meyer, P. (2010). The Changing Organizational Face of Environmental Justice: From Grassroots to 502c (3) Nonprofits. Journal of Public Management& Social Policy, 16(2), 49-66. Huerta, J. C., Jozwiak, J. F., Jorgensen, D. J. (2006).Assessing the Multiple Dimensions of Student Civic Engagement. Quick Hits for Educating Citizens. Jorgensen, D. J., Klay, E. (2005). Technology Driven Change and Public Administration: Establishing Essential Normative Principles. International Journal of Public Administration, 30(3), 289-305. Jorgensen, D.J., Cable, S. (2002). Facing the Challenges of E-Government:A Case Study of the City of Corpus Christi, Texas. The Journal of the Society for the Advancement of Management 67(3). Jorgensen, D.J., Klay, E. (2001). Technological Advancement and Public Management in Handbook of Public Management, Practice and Reform, (ed. T. Lion), New York; Marcel Dekker. SELECTED PRESENTATIONS Jorgensen, D. J., "Findings from Organizational Student of the Aransas Pass Fire Department," City or Aransas Pass City Council Meeting, City of Aransas Pass, Aransas Pass, Texas. (May 19, 2014). Jorgensen, D. J. (Presenter), "Senior Centers Benchmark Project," Leadership Committee for Senior Services, City of Corpus Christi Parks and Recreation, Corpus Christi. (January 9, 2014). Jorgensen, D. J., "Getting ahead of the curve; utilizing assistive technology in on- line courses." Southwest Conference on Disabilities, University of New Mexico, Albuquerque, New Mexico. (October 9, 2013). Jorgensen, D. J., "Surveying the Impact of Takings Jurisprudence on Coastal Development Approvals,"Adaptive Planning for Sea-Level Rise: Legal Issues for Local Government, Harte Research Institute for Gulf of Mexico Studies, Corpus Christi, TX. (January 23, 2012). Jorgensen, D. J., "Social Networking in Leadership Development Programs," Leadership Corpus Christi Class 39 meeting, Leadership Corpus Christi, Corpus Christi, TX. (May 9, 2011). Jorgensen, D. J., "Utilizing the KISS Principle in Program Evaluation," National American Evaluation Association, American Evaluation Association, San Antonio. (November 11, 2010). SELECTED SERVICE Department Committee Member, MPA Committee. (September 2012 -August 2013). Committee Chair, PADM Search Committee. (January 2011 - July 2011). Committee Chair, Faculty Promotion and Tenure Committee (August 2008 - July 2010). College Committee Member, CLA Visioning Committee. (November 2013 - May 2014). Committee Member, Graduate Council. (October 2012 -August 2013). Committee Member, Curriculum Committee. (August 2011 - June 2013). Committee Member,Ad Hoc Committee on Distance Education. (February 2010 - March 2012). University Committee Member,Academic Misconduct Review Committee. (December 2013 - August 2014). Committee Member, Graduate Council. (October 2012 -August 2013). Community Harbor Bridge Project Technical Advisory Committee (TAC). (11/ 2011 — 12/2015) City of Corpus Christi Parks and Recreation Department, Corpus Christi. (12/2013 — 08/2014). Coastal Bend Alliance for Youth, Corpus Christi, Texas. (09/2011 — 12/2013). Professional Memberships American Evaluation Association American Society of Public Administrators Texas Association of Schools of Public Administration and Affairs CITY OF CORPUS CHRISTI Submit Date: May 23, 2024 Application for a City Board, Commission, Committee or Corporation Profile Dr Jennifer L _ Lehman Prefix First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78404 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 1 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 3 The American College of Program Director and education and Financial Services _ Professor of Philanthropy philanthropy Employer Job Title Occupation Work Address - Street Address and Suite Number 1400 Ocean Dr 1003B Work E-mail address jennifer.lehman@theamericancollege.edu Preferred Mailing Address Pr Home/Primary Address Which Boards would you like to apply for? CIVIL SERVICE BOARD: Submitted Dr Jennifer L Lehman Interests & Experiences Are you a Nueces County registered voter? � Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Texas Tech University, Lubbock, TX Ph.D. in Personal Financial Planning received August 2018 Dissertation Title: Three Essays on Special Donation Types Committee: Russell James, J.D., Ph.D., CFP®; Mitzi Lauderdale, J.D., CFP®; Sarah Asebedo, Ph.D., CFP®; Ann Woodyard, Ph.D. University of North Carolina, Chapel Hill, NC MPA, Institute of Government (Quantitative track) Thesis Title: Cost-Benefit Analysis of the Chapel Hill School System's Recycling and Waste Management Program (included multiple regression analysis). Juris Doctor, School of Law Texas Christian University, Fort Worth, TX BS Political Science, Philosophy, Radio-TV-Film If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) na Why are you interested in serving on a City board, commission or committee? I love this city, and am looking to give back and make a difference. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r Yes r•° No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? a Yes r No Are you a current candidate in an election for a non-city public office? r Yes r No Do you currently serve as an elected official for a non-city public office? r Yes r No Dr Jennifer L Lehman Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A na Demographics Gender W Female Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r= No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r= No Does your employer or your spouse's employer have a City contract? r Yes r. No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. na Board-specific questions (if applicable) Dr Jennifer L Lehman Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you resided in the City for at least 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you held public office during the past 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you over 25 years of age? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you a U.S. Citizen r Yes r No Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? r Yes r No Verification Dr Jennifer L Lehman City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. row I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Dr Jennifer L Lehman Jennifer Lehman, Es , CFP®. CAP®; Ph.D. 1400 Ocean Dr. 1003B,tOrpus dhristi, TX 78404 (817) 793-6937 cell EDUCATION, CERTIFICATIONS and LICENSURES Texas Tech University, Lubbock, TX Ph.D. in Personal Financial Planning received August 2018 Dissertation Title:Three Essays on Special Donation Types Committee: Russell James, J.D., Ph.D., CFP®; Mitzi Lauderdale, J.D., CFP®; Sarah Asebedo, Ph.D., CFP®; Ann Woodyard, Ph.D. University of North Carolina, Chapel Hill, NC MPA, Institute of Government(Quantitative track) Thesis Title: Cost-Benefit Analysis of the Chapel Hill School System's Recycling and Waste Management Program(included multiple regression analysis). Juris Doctor, School of Law Texas Christian University, Fort Worth, TX BS Political Science, Philosophy, Radio-TV-Film Bar Admissions Admitted to state courts in Texas and North Carolina Additional Licenses and Certifications Wilderness First Aid (National Outdoor Leadership School) Bloomberg Market Concepts Certified Financial Planneff IRB Human Subjects training (17 modules completed) Philanthropic Solutions in Financial Planning (American Heart Assn & Financial Planning Assn) Accredited Estate Planner (in progress) Chartered Advisor in Philanthropy Certified Professional Business Coach RESEARCH INTERESTS Philanthropy, charitable planning, estate planning law and policy, behavioral finance TEACHING INTERESTS Philanthropy, Trusts & Estates, Tax, Personal Finance ACADEMIC EXPERIENCE The American College of Financial Services King of Prussia, PA (remote) Program Director, Chartered Advisor in Philanthropy® April 2022-present Wallace Chair of Learning and Professionalism in Philanthropy Assistant Professor of Philanthropy Key Accomplishments: 0 Speaker and thought leader in philanthropy • Increased program revenue by$147,000 in 8 months • Increased enrollment and retention while maintaining program rigor • Developed and updated applied content for three CAP®courses in collaboration with technology and design teams; this content includes charitable giving strategies and taxes, finding your seat at the planning table, conducting multi-generational family meetings, working with a Board of Directors, different types of fundraising such as capital campaigns, annual gifts, major gifts, planned gifts • Collaborated with data analytics team on deeper enrollment and retention tracking • Worked with registrar and outside consultant to arrange for CLE credit for CAP®course completion (separate application for each state) • Work with cross-functional teams • Develop and maintain relationships with Foundation executives across the U.S. • Create content three times per year for Planned Giving Today • Travel throughout the country to meet with Foundations, study groups, estate planning attorneys, CPAs, financial planners, and fundraisers to market the CAP® program and enhance their American College experience • Develop and maintain relationships with 31 study group peer mentors Texas A&M —Corpus Christi Corpus Christi, TX Director of Planned Giving June 2021 —March 2022 Key Accomplishments: • Increased outreach to planned giving prospects • Incorporated planned giving into a capital campaign • Increased presence in the community • Increased stewardship to Heritage Society members • Increased planned giving education for advancement team members • Taught MBA Investments course • Left for an unsolicited job offer with a 40% pay increase George Fox University Newberg, OR Assistant Professor of Financial Planning August 2019—August 2021 Digital Liaison, College of Business Fall 2020 Courses Taught: • Personal Finance (face to face, hybrid and online via Moodle) • Business Law (face to face, hybrid and online) • Estate Planning (face to face and online) • Retirement Planning (face to face) • Capstone (face to face) University of Utah Salt Lake City, UT Visiting Assistant Professor July 2018—June 2019 Courses Taught: • Financial Fitness for Life (face to face and online) • Wealth and Risk Management (face to face) • Careers in Financial Planning (online) • Capstone (developed and taught online via Canvas) Western Carolina University Cullowhee, NC (remote) Adjunct Professor of Estate Planning August 2018-present Courses Taught: • Estate Planning (developed and taught online via Blackboard and Canvas) Dr.Jennifer Lehman 2 • Investment Planning (developed and taught online via Blackboard and Canvas) College for Financial Planning Centennial, CO (remote) Estate Planning Adjunct Instructor Jan. 2018—present Courses Taught: • Estate Planning (live remote, online, and CFPS exam live review) Texas Tech University Lubbock, TX Graduate Part-Time Instructor August 2014—August 2018 Courses Taught: • Estate Planning (face to face and online, developed online and hybrid versions via Blackboard) • Online sections of PFP 3381: Investments • Online and face-to-face sections of PFP 4101: Finding Your First Job • Guest lecture on Consumer Credit/Legal Processes for PFI 3321 face-to-face sections Texas Tech University Financial Planning Academy Lubbock, TX Part-Time Advisor Summer 2018 Wharton County Junior College Wharton, TX(Houston Metro) Economics Instructor 2010 to 2014 Key Accomplishments: • Recognized forteaching excellence as an instructorfor macroeconomics and microeconomics courses. Course technologies include Blackboard and broadcast TV. • Recognized evaluator for new educational technology and e-books. William S. Boyd School of Law Las Vegas, NV Director of Law School Career Services 2004 to 2005 Key Accomplishments: • Developed employment pipeline by cultivating professional relationships with law firms, government agencies, courts, non-profits and other potential employers. • Motivated a three-fold increase in student visits to Career Services. • Increased the level of student, staff and faculty satisfaction with Career Services. Spoke regularly at career seminars for students and alumni. • Jointly researched, with Yale Law School's Career Services, ways to improve the public sector salary survey conducted by the National Association for Law Placement. Co-presented findings to NALP. Texas Wesleyan School of Law(now Texas A&M) Fort Worth, TX Assistant Director of Career Services and Alumni Relations 2003 to 2004 Houston Community College Houston, TX Economics and Legal Research Instructor 2010 Other Teaching Experience ESL instructor for Berlitz Language Center; St John's Episcopal school; Tarrant County College;and Hill College. 2006-2009 PUBLICATIONS AND CONFERENCE PRESENTATIONS Lehman, J.L. (Forthcoming). Planned Giving With an Impact. Planned Giving Today. Lehman, J.L. (Forthcoming May 2024). Research Highlights and How to Apply to Your Practice. Chicago Planned Giving Council, Chicago, IL. Dr.Jennifer Lehman 3 Lehman, J.L., Henderson, R., Sunder, A(2024). Clock-Out: What Explains "Quiet Quitting" in Financial Services? Submitted to Financial Planning Review. Lehman, J.L., Henderson, R., Sunder, A(2023). Clock-Out: What Explains "Quiet Quitting" in Financial Services? Consumer Interests Annual 69. https://www.consumerinterests.orq/assets/docs/CIA/CIA2023/HendersonRebeccaCIA2023.pdf Lehman, J.L. (March 2024). Philanthropy Research Highlights and How This Supports DEI. CASE Drive, Washington, D.C. Lehman, J.L. (Feb. 2024). Connecting with donors through philanthropic best practices. Crescendo webinar, virtual. Lehman, J.L. (Feb. 2024). Planned Giving: Fun with Taxes and Probate. FPA DFW, Irving, TX. Lehman, J.L. (Jan. 2024). Why include charity in your estate plan? Corpus Christi Estate Planning Council, Corpus Christi, TX. Lehman, J.L. (Oct. 2023). Building a profitable & purpose-driven business. Investment News Advisor Insights, virtual. Lehman, J.L. (Sept. 2023). Connecting with donors through philanthropic best practices. Crescendo's Practical Planned Giving conference, Orlando, FL. Lehman, J.L. (Aug. 2023). Basics of Planned Giving. AFP Coastal Bend, Corpus Christi, TX. Lehman, J.L. (June 2023). Highlights of CAP®and how my Research Applies to Your Practice. Wilmington, DE Tax Group. Lehman, J.L. & Henderson, R. (May 2023). Quiet Quitting in Financial Services presented at ACCI, Las Vegas, NV. Lehman, J.L. (May 2023) Tax Implications of Charitable Giving Strategies to Philadelphia Planned Giving Council. Lehman, J.L. (April 2023). Highlights of CAP®and charitable bequest importance among donors to different charity types presented at the Arizona Community Foundation, Phoenix, AZ. Lehman, J.L. (Jan. 2023). Fundamentals of Fundraising. All day training presented at Bay Jewel Event Center on behalf of Coastal Bend Community Foundation, Corpus Christi, TX. Lehman, J.L. & Bristol, J (Dec. 2022). How to Incorporate DEI Into Planned Giving and Why It Matters. Planned Giving Today 33(12). Lehman, J.L., Henderson, R., Sunder, A(2022). Work-Life Balance and Burnout in Financial Planning Profession. Financial Planning Review 5.2-3: el 145. Lehman, J.L. (2022). Highlights of my Research and How it Applies to Your Practice. Lone Star CGP Keynote speech Lehman, J.L. (2021, March). [Review of the book The Deficit Myth, by S. Kelton]. NAPFA Advisor 18, 21. Lehman, J.L. (2021). Consumption Capital and Distinctive Characteristics of Donors to Education. Journal of Philanthropy& Education 4(2), 1-24. Dr.Jennifer Lehman 4 Lehman, J.L. &James, Russell (2019). Charitable Estate Planning among Donors to Different Types of Charities. International Review on Public and Nonprofit Marketing 25(2), el657. DO[: 10.1002/nvsm.1657 Lehman, J.L. &James, Russell (2018). The charitable bequest gap among African-Americans: Exploring charitable, religious, and family estate planning attitudes. Journal of Personal Finance 17(1). Lehman, J.L. (2018). Three Essays on Special Donation Types. https://ttu-ir.tdl.orE�/liandle/2346/74508 Lehman, J.L. (2018). Using Family Education as a Tool for Raising Ethical and Financially Responsible Children. Journal of the Texas Tech University Ethics Center 2 (1). Lehman, J.L. (2021). https://wallethub.com/edu/best-and-worst-states-to- retire/18592#expert=Jennifer Lehman Lehman, J.L. (2020). Charitable Giving in a Time of Turmoil. 1st Presbyterian Church Newberg Pew News. Lehman, J.L. (2020). https://wallethub.com/credit-cards/bad-credit-student/#expert=Jennifer Lehman Lehman, J.L. (October 2019). Work Life Balance and Burnout Among Women in Financial Planning. Paper presented at the 2019 Academy for Financial Services annual conference, Minneapolis, MN. Lehman, J.L. (October 2018). What is it Really Like to be a Financial Planner? Keynote speech presented at the 2018 Salt Lake Community College Finance Symposium, Salt Lake City, UT. Lehman, J.L. (October 2018). Charitable Estate Planning among Donors to Different Types of Charities. Paper presented at the 2018 Academy for Financial Services annual conference, Chicago, IL. Lehman, J.L. (March 2018). Charitable Estate Planning among Donors to Different Types of Charities. Paper presented at the 2018 Southwest Finance Assn conference, Albuquerque, NM. Lehman, J.L. (Feb. 2018). Charitable, Religious, and Family Estate Planning Attitudes among African- Americans. Paper presented at the 2018 CFP® Board Academic Research Colloquium, Arlington, VA. Lehman, J.L. (Nov. 2017). Charitable Bequest Attitudes among Minorities, and Implications for Financial Planners. Paper presented at the 2017 Association for Financial Counseling & Planning Education Annual Conference, San Diego, CA. Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Estate Planning. Paper presented at the 2017 Texas Tech University Three Minute Thesis, Lubbock, TX. Lehman, J.L. (Oct. 2017). Using Family Education as a Tool for Raising Ethical and Financially Responsible Children. Paper presented at the 2017 Texas Tech Global Ethics Day (winning student paper), Lubbock, TX. Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Bequest Attitudes. Paper presented at the 2017 Financial Management Association Doctoral Symposium, Boston, MA. Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Bequest Attitudes. Paper presented at the 2017 Academy of Financial Services Annual Conference, Nashville, TN. Lehman, J.L., (April 2017). Consumer Attitudes Regarding End of Life Charitable Planning. Paper presented at the 2017 American Council on Consumer Interests Annual Conference, Albuquerque, NM. Lehman, J.L. (Feb. 2017). Consumer Attitudes Regarding End of Life Charitable Planning. Paper presented at the 2017 Texas Tech Opportunity Days Research Symposium. Dr.Jennifer Lehman 5 OTHER PRESENTATIONS Lehman, J.L. Introduction to the CAP®program and how to succeed to Boston study group 2024 Lehman, J.L. Best practices for running a CAP®study group to Cincinnati study group 2024 Lehman, J.L. Introduction to the CAP®program and how to succeed to Jewish Fed'n study group 2023 Lehman, J.L. Introduction to the CAP®program and how to succeed to Memphis study group 2023 Lehman, J.L. Introduction to the CAP®program and how to succeed to Mid-Atlantic study group 2023 Lehman, J.L. CAP®program update to Central Florida CAP®study group 2023 Lehman, J.L. Mystery Guest at Seventh Day Adventist Planned Giving and Trust Services conf. 2023 Lehman, J.L. Roundtable discussion leader on philanthropy motivations at PPI Rendezvous 2023 Lehman, J.L. Best practices for running a CAP®study group to Oklahoma City Comm. Foundation 2023 Lehman, J.L. Best practices for running a CAP®study group to Tulsa Community Foundation 2023 Lehman, J.L. Best practices for running a CAP®study group to Madison Community Foundation 2022 Lehman, J.L. How to start a CAP®study group to Chesapeake Planned Giving Council 2022 Lehman, J.L. How to advance your career through CAP®to Delaware/Greater Philadelphia CAP® study group 2022 Lehman, J.L. My vision for CAP®to Central Florida CAP®study group 2022 Lehman, J.L. How to advance your career through CAP®to Central Iowa AFP 2022 Lehman, J.L. How to advance your career through CAP®to USA 500 Nonprofit Roundtable 2022 WORKING PAPERS Lehman, J.L. &Scarince, C. The influence of charity website design on donation button clicks. SCHOLARLY SERVICE Planned Giving Today article writer CAP®Scholarship Committee Chair National Association of Personal Financial Advisors (NAPFA) West Region study group presenter 2020 International Journal of Nonprofit and Voluntary Sector Marketing reviewer 2020 Oxford University Press reviewer 2019 Journal of Consumer Affairs reviewer 2019 PROFESSIONAL SERVICE Chair of two Program Director Search Committees 2022 Academic Policy and Grievance Committee, TAC 2022 National Association of Personal Financial Advisors (NAPFA) West Region study group presenter 2020 Charitable Giving in a Time of Turmoil, published in 1 st Presbyterian Church Newberg Pew News 2020 Wallet Hub https://wallethub.com/credit-cards/bad-credit-student/#expert=Jennifer Lehman 2020 International Journal of Nonprofit and Voluntary Sector Marketing reviewer 2020 Oxford University Press reviewer 2019 Journal of Consumer Affairs reviewer 2018 West Texas FPA Pro Bono Chair 2015-2018 ACCI conference Co-Moderator April 2017 Mother Daughter Money Games Event Volunteer Nov 2015 FPA Financial Planning Day Volunteer 2014 - 2016 Chair of the economics track at the annual conference for Texas Community College 2012-2014 Teachers Association (TCCTA) Elections Committee chair, TCCTA 2012-2014 UNIVERSITY SERVICE General Education committee, George Fox University Fall 2020— Summer 2021 Pre-Law Advisor, George Fox University Fall 2020— Summer 2021 Business Brief editor Spring 2020- Summer 2021 Ping Pong Club faculty sponsor, George Fox University Fall 2019- Summer 2021 Future Financial Planners Association faculty sponsor, University of Utah Fall 2018-Summer 2019 Financial Planning Program Director (Interim) Fall 2018-Summer 2019 Dr.Jennifer Lehman 6 Red to Black Level IV Peer Financial Counselor, Texas Tech University 2016-2018 Undergraduate Poster Competition Volunteer Judge, Texas Tech University March 2016 Mock Trial Coach, Texas Tech University Oct 2015-Feb 2016 Arts and Humanities Graduate Research Conference Volunteer Moderator Oct 2015 Opportunity Days casino night volunteer, Texas Tech University 2015-2017 Majors/Minors Fair PFI program representative, Texas Tech University 2015-2017 Piggy Bank decorating event for incoming freshman, PFI program representative, TTU 2014 & 2015 Best in Class judge, National Economic Teaching Assn 2014 Faculty Council, Wharton County Junior College 2012-2014 Technology Committee, Wharton County Junior College 2013-2014 Financial Aid Committee, Wharton County Junior College 2011-2014 Career Services Committee Chair, William S. Boyd School of Law 2004-2005 STIPENDS, GRANTS AND AWARDS FPA DFW speaker stipend Feb 2024 Corpus Christi Estate Planning Council speaker stipend Jan 2024 Crescendo PPGC speaker stipend Fall 2023 Coastal Bend AFP speaker stipend Summer 2023 Coastal Bend Community Foundation speaker stipend Spring 2023 Northwest Planned Giving Roundtable Scholarship Fall 2020 Red to Black volunteer recognition and outstanding counselor award Spring 2018 TTU Ethics Symposium Student Paper Winner Fall 2017 AFCPE Student Scholarship Fall 2017 FMA Doctoral Symposium Fall 2017 ACCI Student Travel Scholarship April 2017 Financial Women in Texas Scholarship Fall 2016 FPA Leadership Conference sponsorship from FPA Pro Bono Foundation Nov. 2015 Helen DeVitt Jones Graduate Fellowship, Texas Tech University 2014-2016 Teaching Assistantship, Texas Tech University 2014-2018 "Right on the Money" award from PFI program directors for service to the June and August 2015 PFI program (received twice) Award of Excellence from PFI program directors for student engagement Feb. 2016 Research Assistantship, University of North Carolina at Chapel Hill Phi Beta Kappa, Texas Christian University Summa Cum Laude, Texas Christian University Academic Scholarship, Texas Christian University PROFESSIONAL MEMBERSHIPS National Association of Charitable Gift Planners (NACGP) Association of Fundraising Professionals (AFP), Coastal Bend chapter Purposeful Planning Institute (PPI) Advisors in Philanthropy (AiP) Corpus Christi Estate Planning Council Council for Advancement& Support of Education (CASE) Financial Management Association (FMA) Financial Planning Association (FPA) American Council on Consumer Interests (ACCI) National Association of Personal Financial Advisors (NAPFA) American Economic Association (AEA) Academy of Financial Services (AFS) Dr.Jennifer Lehman 7 CITY OF CORPUS CHRISTI Submit Date: May 28, 2024 Application for a City Board, Commission, Committee or Corporation Profile Silvia A _ Martinez Pacheco First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78414 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 5 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 54 National Migrant and Seasonal Head Start Association Finance Resource Officer Financial Employer Job Title Occupation Work Address - Street Address and Suite Number 3401 Sterling Drive Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78414 Work Phone 3615496343 Silvia A Martinez Pacheco Work E-mail address silvia@nmshsa.org Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CIVIL SERVICE BOARD: Submitted Interests & Experiences Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Board member for COADA (Council on Alcohol & Drug Abuse, Rotary Club of Southside, Auxiliary for Blessed Sacrament, Westside Business Association, Hispanic Women's Network, Instituto Cultural Hispanica, CC Chamber Ambassador, If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) N/A Why are you interested in serving on a City board, commission or committee? Since retiring and at my age, i feel i have a lot to offer with my background as a army civilian supervisor, skillsets that i learned and are invaluable to me, it would be my honor to share those as a member of the civil service board. i am well rounded and live by high morals and ethics and hope to bring a wealth of knowledge to the table. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r Yes ?-. No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? Yes r No Silvia A Martinez Pacheco Are you a current candidate in an election for a non-city public office? r Yes r No Do you currently serve as an elected official for a non-city public office? r Yes r No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender V Female Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r No Does your employer or your spouse's employer have a City contract? r Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No Silvia A Martinez Pacheco If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you resided in the City for at least 3 years? a Yes G No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you held public office during the past 3 years? C Yes o No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you over 25 years of age? 0 Yes 0 No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you a U.S. Citizen o Yes G No Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? Yes r No Silvia A Martinez Pacheco Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. 1J I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Silvia A Martinez Pacheco Silvia Martinez-Pacheco Retired Civil Servant and Finance Resource Officer Contact 361-549-6343 silvia@nmshsa.orq Profile Finance Resource Officer with the National Migrant and Seasonal Head Start Association (NMSHSA) non-profit, which is based in Washington, D.C.; I am able to work remotely and travel to headquarters as required to provide financial oversight of a $61million dollar grant awarded by the USDA for the farmworkers of America. I have utilized my 36 years of experience in Acquisition, Budget,. and Contracts that I acquired as Chief of Information Technologies for the Department of Defense, Corpus Christi Army Depot in performing the duties and responsibilities as a Finance Resource Officer and Human Resource Officer. Finance Resource Officer - NMSHSA 2022 - Current • Duties include grant fiduciary administration in compliance with the grant award, budgeting, disbursements, financial governance and audit, and accountability and financial integrity reporting to all federal entities such as the IRS, USDA, and SAM.gov. • I comply with federal regulations and financial policies for the essential management of the federal award. • I participate in the annual audit and assist the CPA, I perform bank reconciliations and financial reports monthly. • I am also the Human Resource Officer and prepare and process payroll bi-weekly, onboard new hires as well as separation of employees. I generate annual performance appraisals for employees based on supervisor input and organized evaluation meetings to review. Finance Resource Officer - United CC Chamber of Commerce 2017-2019 • Executed Human Resource duties such as payroll, new employee hiring and termination of employees, performance appraisals, timekeeping, 401k and insurance facilitation, and abidance of annual training requirements for employees. • I carried out financial duties such as payments to chamber vendors, accounts receivable for table sponsorships and tickets to a number of annual chamber events, created and executed budgets for each event, received annual membership payments, recorded in both Chamber Master software program and QuickBooks and deposited accordingly. • Printed and mailed out annual membership invoices and/or sponsorships. • Engaged in annual audit with the accounting firm and monthly bank reconciliations with the C PA. • Attended social events, ribbon cuttings, meetings and workshops as required. • Provided budget input and oversight to Board of Directors as well as Executive Committee. Chief of Information Technology (IT) Acquisitions, Budget and Contracts - Corpus Christi Army Depot 1979-2015 • Managed a $26 million dollar budget for IT procurements for Depot Maintenance and Base Operation Costs. Provided input and prepared budget policies as required. • Followed and enforced regulatory guidance Army Regulation 25-1 in establishing policies and assigning responsibilities for IT management and Information Technology. • Improved data accuracy, financial oversight, to ensure effective stewardship and audit readiness. • Administered financial control over the execution of IT purchases and annual budget to ensure approved expenditures are within assigned spending authority. • Reviewed and authorized over 450 yearly credit card purchase requests for validity, cost, pertinence and budgetary guidelines. • 1 administered, managed and provided oversight for 50 annual renewable contracts and one- time procurements that included IT equipment purchases, equipment maintenance support, industrial automation equipment, personnel contract support, networking, and hardware and software support. • Oversight of the team procurements to ensure fiscal responsibility by staying on budget and within set deadline. • Contracting Officer Representative (COR) for 4 service contracts with over 26 contractors, monitored contractor performance using quality assurance surveillance plans (QASP), performed on site weekly walk throughs of work sites, attended staff meetings, and executed on the spot resolutions for inefficiencies or problems needing immediate attention. • Developed Performance Work Statements for new service contracts and modified PWS as appropriate. • Worked closely with EEO and MER specialists to ensure proper policies and procedures are followed by all employees under my supervision. Validated that personnel completed their annual EEO training and were aware of their rights and provided them with EEO resources when necessary. • Ensured employee and self-development through available Army and DOD training resources. • Partake in an annual supervisor developmental training course and maintain and obtain a required qualification/certification for DOD Acquisition Career Development Program in accordance with DOD guidelines. • Developed an Individual Development Plan (IDP) for all employees under my supervision and revised if needed. • Performed annual appraisals to employees applying duties and scope set in employee position description. • Adhered and utilized the Army Standards of Conduct for civilians, consulted and abided by the AFGE union book in supervision of employees as well as misconduct or disciplinary actions bought against or by the employee. • Followed the chain of command with adherence to discretion and confidentiality for any allegations of misconduct, disciplinary action, grievances, whistleblower protection and/or reprisals. Worked following the Army Code of Ethics as a guide not only as an employee but foremost as a supervisor. • Participated in many selection panels for promotions, new hires or transfers; also engaged as a panelist in Alternative Dispute Resolutions which included disciplinary actions, grievance hearings, wrongful termination, retaliation, discrimination, harassment and ageism. These panels would also include the Judge Advocate General (JAG), Inspector General (IG) and Depot attorney as needed. SKILLS Disciplined Work Ethic Strategic and Critical Thinking Effective Communication in conflict resolution Bilingual Strong judgement in making sound decisions People person Education Defense Acquisition University Department of Defense Department of Defense 2015 2015 2015 IT Level II Certification Contracting Officer Representative Supervisory Professional Department of Defense Department of Defense Department of Defense 2015 2015 2015 Ethics and EEO certification Workplace Violence and Sexual Harassment Anti Terrorism Force Protection Roy Miller High School 1980 High School Diploma O N N p p i � O .^� Q•� U O a'' aUJ O V co -_ E L U O LL C C a--� C �.. !E N L c o � cn •0 E s CO V y Q E N 0 C N p IS. 7 Q +O- U N Q C 'oA N U S •--I R0 CZ Co co 0 N N O > > > Q M N N U U U U Q y cncn O O > `" E c -0 � O � � _. co O O 0 a--� N \ cu O to UIJ >+ i N Gl G E U) N O 0 M U S E J Z5 co y E O I-- CY) U i N (B U) w E M Q O C E O Gl O O N p i N Q Lo i i N N O U CUcc 0 y co > M C C C C C O — O O p N O O O O 7 Q .' tap U) > N N O O O O O O -j c •S N Um U U U U U R C O cococc +J N W C C (o (O E J C C i O � p co CO LO _ • \ O CO CO LO CO O p, �0.. to 0 co O � I > y O O O O O V Up N ?� � N N N N N to bA C0 LO m In m LO C O ,� • N CO CO CO CO CO Z; CU i V '� 70 �: Q O O 00 M O = M C 0- m � .� . i N N 1� O N j N O N 1.. U N '_ N U N N G y OU p � s O N N (o O O c6 N N O .--� \ Q Q N co 0 CO Z Z N CO � N '� 0 OC LO C fC = G p s Eco N V = E N .� N Z5 c U) E O O N 2 N i .1 . i N = � � � c p Q (v) " Lb E a) Cb (j O N C C N --� U c U N c > O N O 2 V! co u N X > O = Oj U U Q N N cz p U U U C + N N L p o c p c n Q c 0 y N Q U (p N +J L.L cz O O .N— N E yy U � p (, N E N O O O C O O N = Q cz U 00 O N .� i cE co •C� O •� N 0- U N Q a--� S- O N O U U p Co — .' t p O s N v i O C N O Q OC O cn coV N .� O (O p i Q N N E O O Op � H 0 — U U U > > 0 o`�c CIVIL SERVICE BOARD Applicants Name District Status Joshua M.Crim District4 Applied Daniel Jorgensen District Applied Jennifer L. Lehman District 1 Applied Silvia A. Martinez Pacheco District 5 Applied CITY OF CORPUS CHRISTI Submit Date: Mar 23, 2024 Application for a City Board, Commission, Committee or Corporation Profile Joshua M _ Crim First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78418 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 4 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 25 Owner hangsafe non-profit Ceo _ Community development Employer Job Title Occupation Work Address - Street Address and Suite Number 460 Cartagena Work Address - City Corpus Work Address - State Tx Work Address - Zip Code 78418 Joshua M Crim Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CIVIL SERVICE BOARD: Submitted Interests & Experiences Are you a Nueces County registered voter? r Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Neighborhood and community services for un housed Why are you interested in serving on a City board, commission or committee? I want to make sure the right things are done with the funds that are aquired for the services that are needed Are you an ex-Off icio member of a City Board, commission or committee? r Yes r No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r No Are you a current candidate in an election for a non-city public office? r Yes r No Do you currently serve as an elected official for a non-city public office? r Yes r No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Joshua M Crim Demographics Gender W Male Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? f- Yes r No Do you, your spouse, your business or your spouse's business have a City contract? Yes r No Does your employer or your spouse's employer have a City contract? r Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r. No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes (- No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you resided in the City for at least 3 years? r- Yes r No Joshua M Crim Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you held public office during the past 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you over 25 years of age? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you a U.S. Citizen r Yes r No Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? r Yes r° No Verification Joshua M Crim City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. row I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Joshua M Crim CITY OF CORPUS CHRISTI Submit Date: Feb 08, 2024 Application for a City Board, Commission, Committee or Corporation Profile Dr. Daniel Jorgensen Prefix First Name Last Name Email Address 7- 1 Street Address Corpus Christi TX 78418 City State Postal Code J Primary Phone Alternate Phone What district do you live in? W District 4 Current resident of the City of Corpus Christi? r Yes r No If yes, how many years? 26 Texas A&M University Corpus Christi Full Professor College Professor Employer Job Title Occupation Work Address - Street Address and Suite Number 6300 Ocean Drive Bay Hall 347 Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78412 Work Phone 361-825-3269 Dr. Daniel Jorgensen Work E-mail address daniel.jorgensen@tamucc.edu Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CIVIL SERVICE BOARD: Submitted Interests & Experiences Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Ph.D. in Public Administration If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) the Merit Board and Merit Commission Why are you interested in serving on a City board, commission or committee? Yes Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? i- Yes r No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? � Yes t- No Are you a current candidate in an election for a non-city public office? x Yes r No Dr. Daniel Jorgensen Do you currently serve as an elected official for a non-city public office? Yes r. No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender rJ Male Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r: No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r. No Does your employer or your spouse's employer have a City contract? f- Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r= No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. From time to time I will be asked to do a survey for City departments. Right now, I have no contracts open with the City. Dr. Daniel Jorgensen Board-specific questions (if applicable) Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you resided in the City for at least 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you held public office during the past 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you over 25 years of age? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you a U.S. Citizen r Yes r No Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? r Yes r No Verification Dr. Daniel Jorgensen City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. row I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Dr. Daniel Jorgensen [Jorgensen] CURRICULUM VITA Bay Hall 347 Daniel J. Jorgensen 361-825-3269 EDUCATION Ph.D. Public Administration, Florida State University, Tallahassee, FL, 1999. M.P.A. Master of Public Administration, Drake University, Des Moines, IA, 1993. B.A. Business (cum laude), Loras College, Dubuque, IA, 1981. CURRENT POSITION Professor of Public Administration Texas A&M University — Corpus Christi (09/2011 —present) ADMINISTRATIVE EXPERIENCE Chair, Department of Social Sciences, Texas A&M University — Corpus Christi, 09/13 — 3/31/2023. Provide leadership for a department of 27 faculty (16 tenure track, 1 non-tenure track and 3 adjuncts); two undergraduate programs (Criminal Justice, Political Science), with approximately 500 majors, and a graduate program (Master of Public Administration, MPA), with approximately 50 majors. Manage a base budget of nearly $1,500,000. Oversight and responsibility for three program coordinators. Oversight and responsibility for a full-time administrative assistant and part time support staff. Evaluate faculty for tenure and promotion, or promotion denials) Responsible for staff hiring and evaluations Participate in College development activities (special events with donors, alumni, and other stakeholders) Successes include: • Supporting the University goal of becoming calorized as "Research Intensive" by increasing the dollar value of contracts, grants and funded research awarded to departmental faculty by 10% from AY 2016/7 to AY 2020/21). • Motivating departmental faculty to increase the number of journal articles by 29% from AY 2016/17 to AY 2020/21). • Coordinating with faculty and administration to create an annual authentic assessment plan for the three departmental programs, including the programmatic student learning outcomes and course mapping of those outcomes. • Leading the self-study/external review process for all three disciplines. • Guiding the overhaul of departmental web presence and developed a social media presence. • Enlisting the help of faculty to establish departmental standards for teaching, research and service for annual faculty evaluations and the writing of a departmental code of ethics. • Recruiting new tenure-track faculty members. • Coordinating with local government to create a Critical Capacity Scholarship program to help government employees afford enrollment in the MPA program. Program Coordinator, Master of Public Administration, Texas A&M University — Corpus Christi, (2006 - 2011). Provided leadership for an interdisciplinary graduate program with affiliated faculty from numerous disciplines including Public Administration, Political Science, Criminal Justice, Sociology, Communication, Health Care Administration and Nursing. • Revised and added new course offerings to meet accreditation standards for the Networked Association of Schools of Public Administration and Affairs. • Developed assessment materials and tracked performance of the program. • Established a paying internship program with local government for MPA students. • Scheduled course offerings working with department chairs. • Developed degree plans for students. • Created an MPA Newsletter for students, alumni and donors and an MPA social networking page. • Maintained largest graduate student enrollment in the College of Liberal Arts. FACULTY EXPERIENCE Texas A&M University Corpus Christi Professor of Public Administration (09/2011 - Present). Associate Professor of Public Administration (09/2006—08/2011). Assistant Professor of Public Administration (08/2000 — 08/2001). University of Central Florida Visiting Instructor of Public Administration (08/1999 —07/2000). HONORS AND AWARDS Outstanding Islander (2011). Public Administration Educator of the Year, Coastal Bend Chapter of the American Society for Public Administration (2008). College of Liberal Arts Outstanding Service Award(2007). Pi Alpha Alpha National Honor Society (1993). CONTRACTS, GRANTS,AND AWARDS Jorgensen, Daniel J (Principal), Sponsored by City of Corpus Christi Storm Water Department, $12,000. (06/2023 —08/2023). Meyer, Pamela (Principal),Araiza, Isabel (Co-Principal), Jorgensen, Daniel J (Co- Principal) Huang, Lucy (Other), "The Coastal Bend's 2016 Community Health Needs Assessment," Sponsored by Coastal Bend Health Needs Assessment Steering Committee (09/2015 — 08/2016). Jorgensen, Daniel J (Principal), Futrell, Toby H (Supporting), "City of Corpus Christi Community Survey 2013," Sponsored by City of Corpus Christi, $17,000.00. (11/ 2013 —08/ 2014). Jorgensen, Daniel J (Principal), Sponsored by City of Corpus Christi Storm Water Department, $8,450.00. (02/2013 —08/2013). Jorgensen, Daniel J (Principal), "Development Services Process and Procedure Assessment," Sponsored by City of Corpus Christi Development Services Department, $14,300.00. (01/2013 —08/2013). Meyer, Pamela (Principal), Araiza, Isabel (Co-Principal), Jorgensen, Daniel J (Co- Principal), "The Coastal Bend's 2013 Community Health Needs Assessment," Sponsored by Coastal Bend Health Needs Assessment Steering Committee, Other, $60,000.00. (10/ 2012 — 08/2013). Jorgensen, Daniel J (Principal), "Corpus Christi Community Survey," Sponsored by City of Corpus Christi, $17,000.00. (11/2011 — 08/2012). Mulvaney, T, Jorgensen, D. J., "Surveying the Impact of Takings Jurisprudence on Coastal Development Approvals" Sponsored by Texas Wesleyan Law School, Ft. Worth, TX and the Northern Gulf Institute, Stennis Space Center, MS. $7,500 (10/2010 — 12/2012). Jorgensen, Daniel J, "Environmental Strategies Survey for the Texas Department of Health and Human Services Strategic Prevention Framework State Incentive Grant (SPF-SIG)," Sponsored by Behavioral Assessment Inc., $75,000.00. (08/2009— 12/2010). Meyer, Pamela (Principal), Araiza, Isabel (Co-Principal), Ramirez, Michael E. (Co- Principal), Fonseca, Diana (Supporting), Jorgensen, Daniel J (Other), "The Coastal Bend's 2010 Community Health Needs Assessment," Sponsored by Coastal Bend Health Needs Assessment Steering Committee. (10/2009 —08/2010). Jorgensen, Daniel J (Principal), "Corpus Christi Community Survey," Sponsored by City of Corpus Christi, $12,000.00. (11/2008 —08/2009). Jorgensen, Daniel J, "Environmental Strategies Survey for the Texas Department of Health and Human Services Strategic Prevention Framework State Incentive Grant (SPF-SIG)," Sponsored by Behavioral Assessment Inc., $65,000.00. (08/2008— 07/2009). Rhoades, Philip W (Co-Principal), Jorgensen, Daniel J (Co-Principal), "Bold Future Data Collection and Survey," Sponsored by Bold Future Visioning initiative, $14,629.42. (04/2008 — 12/2008). Rhoades, Philip W (Co-Principal), Jorgensen, Daniel J (Co-Principal), "A Study of Regional Transportation Needs," Sponsored by Coastal Bend Council of Governments, State, $28,000.00. (02/2006—08/2006). Rhoades, Philip W (Co-Principal), Jorgensen, Daniel J (Co-Principal), "Port Aransas Ferry Survey," Sponsored by Texas Department of Transportation, State, $15,000.00. (10/2003 —03/2004). Jorgensen, Daniel J (Principal), "Corpus Christi Community Survey," Sponsored by Cityof Corpus Christi, $10,000.00. (11/2004— 08/2004). REFEREED PUBLICATIONS Rios, J. M., Jozwiak, J. F., Jorgensen, D. J., Meyer, P. (2010). The Changing Organizational Face of Environmental Justice: From Grassroots to 502c (3) Nonprofits. Journal of Public Management& Social Policy, 16(2), 49-66. Huerta, J. C., Jozwiak, J. F., Jorgensen, D. J. (2006).Assessing the Multiple Dimensions of Student Civic Engagement. Quick Hits for Educating Citizens. Jorgensen, D. J., Klay, E. (2005). Technology Driven Change and Public Administration: Establishing Essential Normative Principles. International Journal of Public Administration, 30(3), 289-305. Jorgensen, D.J., Cable, S. (2002). Facing the Challenges of E-Government:A Case Study of the City of Corpus Christi, Texas. The Journal of the Society for the Advancement of Management 67(3). Jorgensen, D.J., Klay, E. (2001). Technological Advancement and Public Management in Handbook of Public Management, Practice and Reform, (ed. T. Lion), New York; Marcel Dekker. SELECTED PRESENTATIONS Jorgensen, D. J., "Findings from Organizational Student of the Aransas Pass Fire Department," City or Aransas Pass City Council Meeting, City of Aransas Pass, Aransas Pass, Texas. (May 19, 2014). Jorgensen, D. J. (Presenter), "Senior Centers Benchmark Project," Leadership Committee for Senior Services, City of Corpus Christi Parks and Recreation, Corpus Christi. (January 9, 2014). Jorgensen, D. J., "Getting ahead of the curve; utilizing assistive technology in on- line courses." Southwest Conference on Disabilities, University of New Mexico, Albuquerque, New Mexico. (October 9, 2013). Jorgensen, D. J., "Surveying the Impact of Takings Jurisprudence on Coastal Development Approvals,"Adaptive Planning for Sea-Level Rise: Legal Issues for Local Government, Harte Research Institute for Gulf of Mexico Studies, Corpus Christi, TX. (January 23, 2012). Jorgensen, D. J., "Social Networking in Leadership Development Programs," Leadership Corpus Christi Class 39 meeting, Leadership Corpus Christi, Corpus Christi, TX. (May 9, 2011). Jorgensen, D. J., "Utilizing the KISS Principle in Program Evaluation," National American Evaluation Association, American Evaluation Association, San Antonio. (November 11, 2010). SELECTED SERVICE Department Committee Member, MPA Committee. (September 2012 -August 2013). Committee Chair, PADM Search Committee. (January 2011 - July 2011). Committee Chair, Faculty Promotion and Tenure Committee (August 2008 - July 2010). College Committee Member, CLA Visioning Committee. (November 2013 - May 2014). Committee Member, Graduate Council. (October 2012 -August 2013). Committee Member, Curriculum Committee. (August 2011 - June 2013). Committee Member,Ad Hoc Committee on Distance Education. (February 2010 - March 2012). University Committee Member,Academic Misconduct Review Committee. (December 2013 - August 2014). Committee Member, Graduate Council. (October 2012 -August 2013). Community Harbor Bridge Project Technical Advisory Committee (TAC). (11/ 2011 — 12/2015) City of Corpus Christi Parks and Recreation Department, Corpus Christi. (12/2013 — 08/2014). Coastal Bend Alliance for Youth, Corpus Christi, Texas. (09/2011 — 12/2013). Professional Memberships American Evaluation Association American Society of Public Administrators Texas Association of Schools of Public Administration and Affairs CITY OF CORPUS CHRISTI Submit Date: May 23, 2024 Application for a City Board, Commission, Committee or Corporation Profile Dr Jennifer L _ Lehman Prefix First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78404 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 1 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 3 The American College of Program Director and education and Financial Services _ Professor of Philanthropy philanthropy Employer Job Title Occupation Work Address - Street Address and Suite Number 1400 Ocean Dr 1003B Work E-mail address jennifer.lehman@theamericancollege.edu Preferred Mailing Address Pr Home/Primary Address Which Boards would you like to apply for? CIVIL SERVICE BOARD: Submitted Dr Jennifer L Lehman Interests & Experiences Are you a Nueces County registered voter? � Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Texas Tech University, Lubbock, TX Ph.D. in Personal Financial Planning received August 2018 Dissertation Title: Three Essays on Special Donation Types Committee: Russell James, J.D., Ph.D., CFP®; Mitzi Lauderdale, J.D., CFP®; Sarah Asebedo, Ph.D., CFP®; Ann Woodyard, Ph.D. University of North Carolina, Chapel Hill, NC MPA, Institute of Government (Quantitative track) Thesis Title: Cost-Benefit Analysis of the Chapel Hill School System's Recycling and Waste Management Program (included multiple regression analysis). Juris Doctor, School of Law Texas Christian University, Fort Worth, TX BS Political Science, Philosophy, Radio-TV-Film If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) na Why are you interested in serving on a City board, commission or committee? I love this city, and am looking to give back and make a difference. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r Yes r•° No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? a Yes r No Are you a current candidate in an election for a non-city public office? r Yes r No Do you currently serve as an elected official for a non-city public office? r Yes r No Dr Jennifer L Lehman Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A na Demographics Gender W Female Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r= No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r= No Does your employer or your spouse's employer have a City contract? r Yes r. No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. na Board-specific questions (if applicable) Dr Jennifer L Lehman Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you resided in the City for at least 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you held public office during the past 3 years? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you over 25 years of age? r Yes r No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you a U.S. Citizen r Yes r No Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? r Yes r No Verification Dr Jennifer L Lehman City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. row I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Dr Jennifer L Lehman Jennifer Lehman, Es , CFP®. CAP®; Ph.D. 1400 Ocean Dr. 1003B,tOrpus dhristi, TX 78404 (817) 793-6937 cell EDUCATION, CERTIFICATIONS and LICENSURES Texas Tech University, Lubbock, TX Ph.D. in Personal Financial Planning received August 2018 Dissertation Title:Three Essays on Special Donation Types Committee: Russell James, J.D., Ph.D., CFP®; Mitzi Lauderdale, J.D., CFP®; Sarah Asebedo, Ph.D., CFP®; Ann Woodyard, Ph.D. University of North Carolina, Chapel Hill, NC MPA, Institute of Government(Quantitative track) Thesis Title: Cost-Benefit Analysis of the Chapel Hill School System's Recycling and Waste Management Program(included multiple regression analysis). Juris Doctor, School of Law Texas Christian University, Fort Worth, TX BS Political Science, Philosophy, Radio-TV-Film Bar Admissions Admitted to state courts in Texas and North Carolina Additional Licenses and Certifications Wilderness First Aid (National Outdoor Leadership School) Bloomberg Market Concepts Certified Financial Planneff IRB Human Subjects training (17 modules completed) Philanthropic Solutions in Financial Planning (American Heart Assn & Financial Planning Assn) Accredited Estate Planner (in progress) Chartered Advisor in Philanthropy Certified Professional Business Coach RESEARCH INTERESTS Philanthropy, charitable planning, estate planning law and policy, behavioral finance TEACHING INTERESTS Philanthropy, Trusts & Estates, Tax, Personal Finance ACADEMIC EXPERIENCE The American College of Financial Services King of Prussia, PA (remote) Program Director, Chartered Advisor in Philanthropy® April 2022-present Wallace Chair of Learning and Professionalism in Philanthropy Assistant Professor of Philanthropy Key Accomplishments: 0 Speaker and thought leader in philanthropy • Increased program revenue by$147,000 in 8 months • Increased enrollment and retention while maintaining program rigor • Developed and updated applied content for three CAP®courses in collaboration with technology and design teams; this content includes charitable giving strategies and taxes, finding your seat at the planning table, conducting multi-generational family meetings, working with a Board of Directors, different types of fundraising such as capital campaigns, annual gifts, major gifts, planned gifts • Collaborated with data analytics team on deeper enrollment and retention tracking • Worked with registrar and outside consultant to arrange for CLE credit for CAP®course completion (separate application for each state) • Work with cross-functional teams • Develop and maintain relationships with Foundation executives across the U.S. • Create content three times per year for Planned Giving Today • Travel throughout the country to meet with Foundations, study groups, estate planning attorneys, CPAs, financial planners, and fundraisers to market the CAP® program and enhance their American College experience • Develop and maintain relationships with 31 study group peer mentors Texas A&M —Corpus Christi Corpus Christi, TX Director of Planned Giving June 2021 —March 2022 Key Accomplishments: • Increased outreach to planned giving prospects • Incorporated planned giving into a capital campaign • Increased presence in the community • Increased stewardship to Heritage Society members • Increased planned giving education for advancement team members • Taught MBA Investments course • Left for an unsolicited job offer with a 40% pay increase George Fox University Newberg, OR Assistant Professor of Financial Planning August 2019—August 2021 Digital Liaison, College of Business Fall 2020 Courses Taught: • Personal Finance (face to face, hybrid and online via Moodle) • Business Law (face to face, hybrid and online) • Estate Planning (face to face and online) • Retirement Planning (face to face) • Capstone (face to face) University of Utah Salt Lake City, UT Visiting Assistant Professor July 2018—June 2019 Courses Taught: • Financial Fitness for Life (face to face and online) • Wealth and Risk Management (face to face) • Careers in Financial Planning (online) • Capstone (developed and taught online via Canvas) Western Carolina University Cullowhee, NC (remote) Adjunct Professor of Estate Planning August 2018-present Courses Taught: • Estate Planning (developed and taught online via Blackboard and Canvas) Dr.Jennifer Lehman 2 • Investment Planning (developed and taught online via Blackboard and Canvas) College for Financial Planning Centennial, CO (remote) Estate Planning Adjunct Instructor Jan. 2018—present Courses Taught: • Estate Planning (live remote, online, and CFPS exam live review) Texas Tech University Lubbock, TX Graduate Part-Time Instructor August 2014—August 2018 Courses Taught: • Estate Planning (face to face and online, developed online and hybrid versions via Blackboard) • Online sections of PFP 3381: Investments • Online and face-to-face sections of PFP 4101: Finding Your First Job • Guest lecture on Consumer Credit/Legal Processes for PFI 3321 face-to-face sections Texas Tech University Financial Planning Academy Lubbock, TX Part-Time Advisor Summer 2018 Wharton County Junior College Wharton, TX(Houston Metro) Economics Instructor 2010 to 2014 Key Accomplishments: • Recognized forteaching excellence as an instructorfor macroeconomics and microeconomics courses. Course technologies include Blackboard and broadcast TV. • Recognized evaluator for new educational technology and e-books. William S. Boyd School of Law Las Vegas, NV Director of Law School Career Services 2004 to 2005 Key Accomplishments: • Developed employment pipeline by cultivating professional relationships with law firms, government agencies, courts, non-profits and other potential employers. • Motivated a three-fold increase in student visits to Career Services. • Increased the level of student, staff and faculty satisfaction with Career Services. Spoke regularly at career seminars for students and alumni. • Jointly researched, with Yale Law School's Career Services, ways to improve the public sector salary survey conducted by the National Association for Law Placement. Co-presented findings to NALP. Texas Wesleyan School of Law(now Texas A&M) Fort Worth, TX Assistant Director of Career Services and Alumni Relations 2003 to 2004 Houston Community College Houston, TX Economics and Legal Research Instructor 2010 Other Teaching Experience ESL instructor for Berlitz Language Center; St John's Episcopal school; Tarrant County College;and Hill College. 2006-2009 PUBLICATIONS AND CONFERENCE PRESENTATIONS Lehman, J.L. (Forthcoming). Planned Giving With an Impact. Planned Giving Today. Lehman, J.L. (Forthcoming May 2024). Research Highlights and How to Apply to Your Practice. Chicago Planned Giving Council, Chicago, IL. Dr.Jennifer Lehman 3 Lehman, J.L., Henderson, R., Sunder, A(2024). Clock-Out: What Explains "Quiet Quitting" in Financial Services? Submitted to Financial Planning Review. Lehman, J.L., Henderson, R., Sunder, A(2023). Clock-Out: What Explains "Quiet Quitting" in Financial Services? Consumer Interests Annual 69. https://www.consumerinterests.orq/assets/docs/CIA/CIA2023/HendersonRebeccaCIA2023.pdf Lehman, J.L. (March 2024). Philanthropy Research Highlights and How This Supports DEI. CASE Drive, Washington, D.C. Lehman, J.L. (Feb. 2024). Connecting with donors through philanthropic best practices. Crescendo webinar, virtual. Lehman, J.L. (Feb. 2024). Planned Giving: Fun with Taxes and Probate. FPA DFW, Irving, TX. Lehman, J.L. (Jan. 2024). Why include charity in your estate plan? Corpus Christi Estate Planning Council, Corpus Christi, TX. Lehman, J.L. (Oct. 2023). Building a profitable & purpose-driven business. Investment News Advisor Insights, virtual. Lehman, J.L. (Sept. 2023). Connecting with donors through philanthropic best practices. Crescendo's Practical Planned Giving conference, Orlando, FL. Lehman, J.L. (Aug. 2023). Basics of Planned Giving. AFP Coastal Bend, Corpus Christi, TX. Lehman, J.L. (June 2023). Highlights of CAP®and how my Research Applies to Your Practice. Wilmington, DE Tax Group. Lehman, J.L. & Henderson, R. (May 2023). Quiet Quitting in Financial Services presented at ACCI, Las Vegas, NV. Lehman, J.L. (May 2023) Tax Implications of Charitable Giving Strategies to Philadelphia Planned Giving Council. Lehman, J.L. (April 2023). Highlights of CAP®and charitable bequest importance among donors to different charity types presented at the Arizona Community Foundation, Phoenix, AZ. Lehman, J.L. (Jan. 2023). Fundamentals of Fundraising. All day training presented at Bay Jewel Event Center on behalf of Coastal Bend Community Foundation, Corpus Christi, TX. Lehman, J.L. & Bristol, J (Dec. 2022). How to Incorporate DEI Into Planned Giving and Why It Matters. Planned Giving Today 33(12). Lehman, J.L., Henderson, R., Sunder, A(2022). Work-Life Balance and Burnout in Financial Planning Profession. Financial Planning Review 5.2-3: el 145. Lehman, J.L. (2022). Highlights of my Research and How it Applies to Your Practice. Lone Star CGP Keynote speech Lehman, J.L. (2021, March). [Review of the book The Deficit Myth, by S. Kelton]. NAPFA Advisor 18, 21. Lehman, J.L. (2021). Consumption Capital and Distinctive Characteristics of Donors to Education. Journal of Philanthropy& Education 4(2), 1-24. Dr.Jennifer Lehman 4 Lehman, J.L. &James, Russell (2019). Charitable Estate Planning among Donors to Different Types of Charities. International Review on Public and Nonprofit Marketing 25(2), el657. DO[: 10.1002/nvsm.1657 Lehman, J.L. &James, Russell (2018). The charitable bequest gap among African-Americans: Exploring charitable, religious, and family estate planning attitudes. Journal of Personal Finance 17(1). Lehman, J.L. (2018). Three Essays on Special Donation Types. https://ttu-ir.tdl.orE�/liandle/2346/74508 Lehman, J.L. (2018). Using Family Education as a Tool for Raising Ethical and Financially Responsible Children. Journal of the Texas Tech University Ethics Center 2 (1). Lehman, J.L. (2021). https://wallethub.com/edu/best-and-worst-states-to- retire/18592#expert=Jennifer Lehman Lehman, J.L. (2020). Charitable Giving in a Time of Turmoil. 1st Presbyterian Church Newberg Pew News. Lehman, J.L. (2020). https://wallethub.com/credit-cards/bad-credit-student/#expert=Jennifer Lehman Lehman, J.L. (October 2019). Work Life Balance and Burnout Among Women in Financial Planning. Paper presented at the 2019 Academy for Financial Services annual conference, Minneapolis, MN. Lehman, J.L. (October 2018). What is it Really Like to be a Financial Planner? Keynote speech presented at the 2018 Salt Lake Community College Finance Symposium, Salt Lake City, UT. Lehman, J.L. (October 2018). Charitable Estate Planning among Donors to Different Types of Charities. Paper presented at the 2018 Academy for Financial Services annual conference, Chicago, IL. Lehman, J.L. (March 2018). Charitable Estate Planning among Donors to Different Types of Charities. Paper presented at the 2018 Southwest Finance Assn conference, Albuquerque, NM. Lehman, J.L. (Feb. 2018). Charitable, Religious, and Family Estate Planning Attitudes among African- Americans. Paper presented at the 2018 CFP® Board Academic Research Colloquium, Arlington, VA. Lehman, J.L. (Nov. 2017). Charitable Bequest Attitudes among Minorities, and Implications for Financial Planners. Paper presented at the 2017 Association for Financial Counseling & Planning Education Annual Conference, San Diego, CA. Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Estate Planning. Paper presented at the 2017 Texas Tech University Three Minute Thesis, Lubbock, TX. Lehman, J.L. (Oct. 2017). Using Family Education as a Tool for Raising Ethical and Financially Responsible Children. Paper presented at the 2017 Texas Tech Global Ethics Day (winning student paper), Lubbock, TX. Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Bequest Attitudes. Paper presented at the 2017 Financial Management Association Doctoral Symposium, Boston, MA. Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Bequest Attitudes. Paper presented at the 2017 Academy of Financial Services Annual Conference, Nashville, TN. Lehman, J.L., (April 2017). Consumer Attitudes Regarding End of Life Charitable Planning. Paper presented at the 2017 American Council on Consumer Interests Annual Conference, Albuquerque, NM. Lehman, J.L. (Feb. 2017). Consumer Attitudes Regarding End of Life Charitable Planning. Paper presented at the 2017 Texas Tech Opportunity Days Research Symposium. Dr.Jennifer Lehman 5 OTHER PRESENTATIONS Lehman, J.L. Introduction to the CAP®program and how to succeed to Boston study group 2024 Lehman, J.L. Best practices for running a CAP®study group to Cincinnati study group 2024 Lehman, J.L. Introduction to the CAP®program and how to succeed to Jewish Fed'n study group 2023 Lehman, J.L. Introduction to the CAP®program and how to succeed to Memphis study group 2023 Lehman, J.L. Introduction to the CAP®program and how to succeed to Mid-Atlantic study group 2023 Lehman, J.L. CAP®program update to Central Florida CAP®study group 2023 Lehman, J.L. Mystery Guest at Seventh Day Adventist Planned Giving and Trust Services conf. 2023 Lehman, J.L. Roundtable discussion leader on philanthropy motivations at PPI Rendezvous 2023 Lehman, J.L. Best practices for running a CAP®study group to Oklahoma City Comm. Foundation 2023 Lehman, J.L. Best practices for running a CAP®study group to Tulsa Community Foundation 2023 Lehman, J.L. Best practices for running a CAP®study group to Madison Community Foundation 2022 Lehman, J.L. How to start a CAP®study group to Chesapeake Planned Giving Council 2022 Lehman, J.L. How to advance your career through CAP®to Delaware/Greater Philadelphia CAP® study group 2022 Lehman, J.L. My vision for CAP®to Central Florida CAP®study group 2022 Lehman, J.L. How to advance your career through CAP®to Central Iowa AFP 2022 Lehman, J.L. How to advance your career through CAP®to USA 500 Nonprofit Roundtable 2022 WORKING PAPERS Lehman, J.L. &Scarince, C. The influence of charity website design on donation button clicks. SCHOLARLY SERVICE Planned Giving Today article writer CAP®Scholarship Committee Chair National Association of Personal Financial Advisors (NAPFA) West Region study group presenter 2020 International Journal of Nonprofit and Voluntary Sector Marketing reviewer 2020 Oxford University Press reviewer 2019 Journal of Consumer Affairs reviewer 2019 PROFESSIONAL SERVICE Chair of two Program Director Search Committees 2022 Academic Policy and Grievance Committee, TAC 2022 National Association of Personal Financial Advisors (NAPFA) West Region study group presenter 2020 Charitable Giving in a Time of Turmoil, published in 1 st Presbyterian Church Newberg Pew News 2020 Wallet Hub https://wallethub.com/credit-cards/bad-credit-student/#expert=Jennifer Lehman 2020 International Journal of Nonprofit and Voluntary Sector Marketing reviewer 2020 Oxford University Press reviewer 2019 Journal of Consumer Affairs reviewer 2018 West Texas FPA Pro Bono Chair 2015-2018 ACCI conference Co-Moderator April 2017 Mother Daughter Money Games Event Volunteer Nov 2015 FPA Financial Planning Day Volunteer 2014 - 2016 Chair of the economics track at the annual conference for Texas Community College 2012-2014 Teachers Association (TCCTA) Elections Committee chair, TCCTA 2012-2014 UNIVERSITY SERVICE General Education committee, George Fox University Fall 2020— Summer 2021 Pre-Law Advisor, George Fox University Fall 2020— Summer 2021 Business Brief editor Spring 2020- Summer 2021 Ping Pong Club faculty sponsor, George Fox University Fall 2019- Summer 2021 Future Financial Planners Association faculty sponsor, University of Utah Fall 2018-Summer 2019 Financial Planning Program Director (Interim) Fall 2018-Summer 2019 Dr.Jennifer Lehman 6 Red to Black Level IV Peer Financial Counselor, Texas Tech University 2016-2018 Undergraduate Poster Competition Volunteer Judge, Texas Tech University March 2016 Mock Trial Coach, Texas Tech University Oct 2015-Feb 2016 Arts and Humanities Graduate Research Conference Volunteer Moderator Oct 2015 Opportunity Days casino night volunteer, Texas Tech University 2015-2017 Majors/Minors Fair PFI program representative, Texas Tech University 2015-2017 Piggy Bank decorating event for incoming freshman, PFI program representative, TTU 2014 & 2015 Best in Class judge, National Economic Teaching Assn 2014 Faculty Council, Wharton County Junior College 2012-2014 Technology Committee, Wharton County Junior College 2013-2014 Financial Aid Committee, Wharton County Junior College 2011-2014 Career Services Committee Chair, William S. Boyd School of Law 2004-2005 STIPENDS, GRANTS AND AWARDS FPA DFW speaker stipend Feb 2024 Corpus Christi Estate Planning Council speaker stipend Jan 2024 Crescendo PPGC speaker stipend Fall 2023 Coastal Bend AFP speaker stipend Summer 2023 Coastal Bend Community Foundation speaker stipend Spring 2023 Northwest Planned Giving Roundtable Scholarship Fall 2020 Red to Black volunteer recognition and outstanding counselor award Spring 2018 TTU Ethics Symposium Student Paper Winner Fall 2017 AFCPE Student Scholarship Fall 2017 FMA Doctoral Symposium Fall 2017 ACCI Student Travel Scholarship April 2017 Financial Women in Texas Scholarship Fall 2016 FPA Leadership Conference sponsorship from FPA Pro Bono Foundation Nov. 2015 Helen DeVitt Jones Graduate Fellowship, Texas Tech University 2014-2016 Teaching Assistantship, Texas Tech University 2014-2018 "Right on the Money" award from PFI program directors for service to the June and August 2015 PFI program (received twice) Award of Excellence from PFI program directors for student engagement Feb. 2016 Research Assistantship, University of North Carolina at Chapel Hill Phi Beta Kappa, Texas Christian University Summa Cum Laude, Texas Christian University Academic Scholarship, Texas Christian University PROFESSIONAL MEMBERSHIPS National Association of Charitable Gift Planners (NACGP) Association of Fundraising Professionals (AFP), Coastal Bend chapter Purposeful Planning Institute (PPI) Advisors in Philanthropy (AiP) Corpus Christi Estate Planning Council Council for Advancement& Support of Education (CASE) Financial Management Association (FMA) Financial Planning Association (FPA) American Council on Consumer Interests (ACCI) National Association of Personal Financial Advisors (NAPFA) American Economic Association (AEA) Academy of Financial Services (AFS) Dr.Jennifer Lehman 7 CITY OF CORPUS CHRISTI Submit Date: May 28, 2024 Application for a City Board, Commission, Committee or Corporation Profile Silvia A _ Martinez Pacheco First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78414 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 5 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 54 National Migrant and Seasonal Head Start Association Finance Resource Officer Financial Employer Job Title Occupation Work Address - Street Address and Suite Number 3401 Sterling Drive Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78414 Work Phone 3615496343 Silvia A Martinez Pacheco Work E-mail address silvia@nmshsa.org Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CIVIL SERVICE BOARD: Submitted Interests & Experiences Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Board member for COADA (Council on Alcohol & Drug Abuse, Rotary Club of Southside, Auxiliary for Blessed Sacrament, Westside Business Association, Hispanic Women's Network, Instituto Cultural Hispanica, CC Chamber Ambassador, If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) N/A Why are you interested in serving on a City board, commission or committee? Since retiring and at my age, i feel i have a lot to offer with my background as a army civilian supervisor, skillsets that i learned and are invaluable to me, it would be my honor to share those as a member of the civil service board. i am well rounded and live by high morals and ethics and hope to bring a wealth of knowledge to the table. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r Yes ?-. No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? Yes r No Silvia A Martinez Pacheco Are you a current candidate in an election for a non-city public office? r Yes r No Do you currently serve as an elected official for a non-city public office? r Yes r No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender V Female Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r No Does your employer or your spouse's employer have a City contract? r Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No Silvia A Martinez Pacheco If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you resided in the City for at least 3 years? a Yes G No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Have you held public office during the past 3 years? C Yes o No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you over 25 years of age? 0 Yes 0 No Question applies to CIVIL SERVICE COMM ISSION,CIVIL SERVICE BOARD Are you a U.S. Citizen o Yes G No Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? Yes r No Silvia A Martinez Pacheco Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. 1J I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Silvia A Martinez Pacheco Silvia Martinez-Pacheco Retired Civil Servant and Finance Resource Officer Contact 361-549-6343 silvia@nmshsa.orq Profile Finance Resource Officer with the National Migrant and Seasonal Head Start Association (NMSHSA) non-profit, which is based in Washington, D.C.; I am able to work remotely and travel to headquarters as required to provide financial oversight of a $61million dollar grant awarded by the USDA for the farmworkers of America. I have utilized my 36 years of experience in Acquisition, Budget,. and Contracts that I acquired as Chief of Information Technologies for the Department of Defense, Corpus Christi Army Depot in performing the duties and responsibilities as a Finance Resource Officer and Human Resource Officer. Finance Resource Officer - NMSHSA 2022 - Current • Duties include grant fiduciary administration in compliance with the grant award, budgeting, disbursements, financial governance and audit, and accountability and financial integrity reporting to all federal entities such as the IRS, USDA, and SAM.gov. • I comply with federal regulations and financial policies for the essential management of the federal award. • I participate in the annual audit and assist the CPA, I perform bank reconciliations and financial reports monthly. • I am also the Human Resource Officer and prepare and process payroll bi-weekly, onboard new hires as well as separation of employees. I generate annual performance appraisals for employees based on supervisor input and organized evaluation meetings to review. Finance Resource Officer - United CC Chamber of Commerce 2017-2019 • Executed Human Resource duties such as payroll, new employee hiring and termination of employees, performance appraisals, timekeeping, 401k and insurance facilitation, and abidance of annual training requirements for employees. • I carried out financial duties such as payments to chamber vendors, accounts receivable for table sponsorships and tickets to a number of annual chamber events, created and executed budgets for each event, received annual membership payments, recorded in both Chamber Master software program and QuickBooks and deposited accordingly. • Printed and mailed out annual membership invoices and/or sponsorships. • Engaged in annual audit with the accounting firm and monthly bank reconciliations with the C PA. • Attended social events, ribbon cuttings, meetings and workshops as required. • Provided budget input and oversight to Board of Directors as well as Executive Committee. Chief of Information Technology (IT) Acquisitions, Budget and Contracts - Corpus Christi Army Depot 1979-2015 • Managed a $26 million dollar budget for IT procurements for Depot Maintenance and Base Operation Costs. Provided input and prepared budget policies as required. • Followed and enforced regulatory guidance Army Regulation 25-1 in establishing policies and assigning responsibilities for IT management and Information Technology. • Improved data accuracy, financial oversight, to ensure effective stewardship and audit readiness. • Administered financial control over the execution of IT purchases and annual budget to ensure approved expenditures are within assigned spending authority. • Reviewed and authorized over 450 yearly credit card purchase requests for validity, cost, pertinence and budgetary guidelines. • 1 administered, managed and provided oversight for 50 annual renewable contracts and one- time procurements that included IT equipment purchases, equipment maintenance support, industrial automation equipment, personnel contract support, networking, and hardware and software support. • Oversight of the team procurements to ensure fiscal responsibility by staying on budget and within set deadline. • Contracting Officer Representative (COR) for 4 service contracts with over 26 contractors, monitored contractor performance using quality assurance surveillance plans (QASP), performed on site weekly walk throughs of work sites, attended staff meetings, and executed on the spot resolutions for inefficiencies or problems needing immediate attention. • Developed Performance Work Statements for new service contracts and modified PWS as appropriate. • Worked closely with EEO and MER specialists to ensure proper policies and procedures are followed by all employees under my supervision. Validated that personnel completed their annual EEO training and were aware of their rights and provided them with EEO resources when necessary. • Ensured employee and self-development through available Army and DOD training resources. • Partake in an annual supervisor developmental training course and maintain and obtain a required qualification/certification for DOD Acquisition Career Development Program in accordance with DOD guidelines. • Developed an Individual Development Plan (IDP) for all employees under my supervision and revised if needed. • Performed annual appraisals to employees applying duties and scope set in employee position description. • Adhered and utilized the Army Standards of Conduct for civilians, consulted and abided by the AFGE union book in supervision of employees as well as misconduct or disciplinary actions bought against or by the employee. • Followed the chain of command with adherence to discretion and confidentiality for any allegations of misconduct, disciplinary action, grievances, whistleblower protection and/or reprisals. Worked following the Army Code of Ethics as a guide not only as an employee but foremost as a supervisor. • Participated in many selection panels for promotions, new hires or transfers; also engaged as a panelist in Alternative Dispute Resolutions which included disciplinary actions, grievance hearings, wrongful termination, retaliation, discrimination, harassment and ageism. These panels would also include the Judge Advocate General (JAG), Inspector General (IG) and Depot attorney as needed. SKILLS Disciplined Work Ethic Strategic and Critical Thinking Effective Communication in conflict resolution Bilingual Strong judgement in making sound decisions People person Education Defense Acquisition University Department of Defense Department of Defense 2015 2015 2015 IT Level II Certification Contracting Officer Representative Supervisory Professional Department of Defense Department of Defense Department of Defense 2015 2015 2015 Ethics and EEO certification Workplace Violence and Sexual Harassment Anti Terrorism Force Protection Roy Miller High School 1980 High School Diploma > c _0 N o O o O > N coU O O a a-- O ON O •�-I C 'N (3.) 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Ln Q N (Y N C � }, � ) � C Ln Ln Ln Ln N i (o O H O U Q +J +J +J +J +J CO L - Q +_' (O C E (n (n (n (n N N C C Q (n C O 0 N C cz O .� Q > C (Y Ln U O (n '-' (n N (B N m > N N C C w i +J n L N L i 00 O O co cu O U O (n D U _ O U 2 E co 70 O N o Z co O > N cu > _� N (Oco C Z O - U J (n ii 0 U m U —2 E 2 U O � r-Ii CD a� a� U U O O O o 0 U U U 0 0 O_ O_ U U U O O O N N � � O CU CU U U U U U Q Q Q Q Q _a cu (O � +� U U U N N � � O O O N a a -I cu c O � � O O O O O O O • U U U cn cn <n u 0 u u Q) ai 0 = = = O O Z Z Z U U LO LO LO LO LO N N N N N O O O O O N N N N N O O O O O co co co co co OY) O) O) OY) (Y) -1 -1 N N N O O O O O N N N N N LO LO 00 (.0 \ N N O O CY) CY) CO .-I .-I (M CO N N N co U a-=• p N N cu N N O c O O O O U' Q N 7c, C) C cB O J Q Q m Q CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Applicants Name District Status Category City David Berlanga Sr. District 5 Applied Transportation Disadvantaged Seeking City Gabi S.Canales District 5 reappointment Transportation Disadvantaged Seeking Jeremy L.Coleman District 5 reappointment City City Patricia B. Dominguez District 1 Applied Transportation Disadvantaged City Matthew A.Garcia District 2 Applied Transportation Disadvantaged Seeking City Erica M. Maymi District 5 reappointment Transportation Disadvantaged Seeking Eloy H.Salazar District 5 reappointment City City Amanda T.Tiffany District 2 Applied Transportation Disadvantaged CITY OF CORPUS CHRISTI Submit Date: Jan 29, 2024 Application for a City Board, Commission, Committee or Corporation Profile David Berlanga Sr. First Name Last Name _.. Email Address 7- 1 Street Address Corpus Christi TX 78413 City State Postal Code J Primary Phone Alternate Phone What district do you live in? W District 5 Current resident of the City of Corpus Christi? r Yes r No If yes, how many years? 68 Retired Reti red Retired Employer Job Title Occupation Work Address - Street Address and Suite Number Retired Which Boards would you like to apply for? CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY: Submitted Interests & Experiences Are you a Nueces County registered voter? r Yes r No David Berlanga Sr. Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) BA Corpus Christi State University now (Texas A&M Corpus Christi) Why are you interested in serving on a City board, commission or committee? I have previously served on City Planning Commission, Nueces County Appraisal District, Nueces County Hospital District, and I enjoy being active in the community where I live. Are you an ex-Off icio member of a City Board, commission or committee? f' Yes r No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r- No Are you a current candidate in an election for a non-city public office? (- Yes r No Do you currently serve as an elected official for a non-city public office? r Yes r No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender W Male Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r• No David Berlanga Sr. Do you, your spouse, your business or your spouse's business have a City contract? r Yes r•° No Does your employer or your spouse's employer have a City contract? Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Are you a qualified voter* residing in the Authority? (Note: Authority includes the following services areas: Nueces County and the municipalities, Bishop, Corpus Christi, Driscoll, Gregory, Banquete, Agua Dulce, San Patricio, Port Aransas and Robstown) r Yes r No David Berlanga Sr. Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY The City Council designates at least one of its appointees to represent the interests of the "transportation disadvantaged". "Transportation disadvantaged" is defined as meaning the elderly, persons with disabilities, and low-income individuals. State law does not mandate that the board member be transportation disadvantaged. Can you represent the interests of the "transportation disadvantaged"? r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Explain how you represent the interests of the transportation disadvantaged. (If No, enter "N/A") N/A Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. W I Agree David Berlanga Sr. City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree David Berlanga Sr. CITY OF CORPUS CHRISTI Submit Date: May 23, 2024 Application for a City Board, Commission, Committee or Corporation Profile Gabi S _ Canales First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78414 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 5 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 20 Canales Law Office, PLLC Attorney _ Lawyer Employer Job Title Occupation Work Address - Street Address and Suite Number 5262 S. Staples Street , Suite 100 Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78411 Work Phone 361-887-4700 Gabi S Canales Work E-mail address gabilawl4@gmail.com Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY: Submitted Interests & Experiences Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No, I do not currently serve on any other City board commission or committee. Education, Professional and/or Community Activity (Present) Please see attached resume. If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) N/A Why are you interested in serving on a City board, commission or committee? I am interested is serving on the City of Corpus Christi RTA board because as Moshe Feldenkrais so brilliantly stated "Movement (transportation) is life. Life is a process. Improve the quality of the process and you improve the quality of life itself." Corpus Christi is an amazing city with wonderful residents. I would love to be part of the movement that improves the process which would improve the quality of an already phenomenal city. Furthermore, although I do not have any disabilities I do have family members, clients, and friends who are either elderly, have disabilities or are are low income. I have heard their struggles with transportation and would love to be their voice on the RTA. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r- Yes (- No Gabi S Canales No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r No Are you a current candidate in an election for a non-city public office? Yes r No Do you currently serve as an elected official for a non-city public office? r Yes (- No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender fJ Female Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? Yes f No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r No Does your employer or your spouse's employer have a City contract? r Yes (- No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes f: No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes � No Gabi 5 Canales Do you or your spouse have a pending claim, lawsuit or proceeding against the City? Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Are you a qualified voter* residing in the Authority? (Note: Authority includes the following services areas: Nueces County and the municipalities, Bishop, Corpus Christi, Driscoll, Gregory, Banquete, Agua Dulce, San Patricio, Port Aransas and Robstown) r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY The City Council designates at least one of its appointees to represent the interests of the "transportation disadvantaged". "Transportation disadvantaged" is defined as meaning the elderly, persons with disabilities, and low-income individuals. State law does not mandate that the board member be transportation disadvantaged. Can you represent the interests of the "transportation disadvantaged"? r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Explain how you represent the interests of the transportation disadvantaged. (If No, enter "N/A") I have had years of experience dealing with the needs of disadvantaged transportation deprived individuals. I have seen first hand how we can empower persons how we can rejuvenate individuals who are challenged because of mobility. I would love to be that voice. I have seen first hand what mobility means ... think back remember the freedom when you first rode a bike .,. When you first drove ... how it felt ...the whole world ... because you are elderly disadvantaged or poor you should not be denied this, your ability to go to the doctor to the store. To live Gabi 5 Canales Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. row I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Gabi 5 Canales Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Gabi 5 Canales (kh1i S.(:al►alrw Up',1rr lrurrtA F:4a La Isrigi PA, lop'" 'Il5 1 ltiY,r��[117 �►6l�+af(`. (ilr+ai,kk.or.Js:.r'�k(:rl.�i[:�yry+C�uiw�i(in r .u.a [ra► �far a Iarirk+r rrtl drr ICL31.awrl. Ilrretl<arr 11Yr•�nlrr:l�lE+rll}Wie�1 amr r��drk,d llul 1 .anr f�}alrifinl fu4 Iftr lw.nilis�t rni trail Irr r N�rw�aJrlGwl*i Ihr Ir�rrL 1+lqm"Ldr y,nar rmnAMbTstiM i fan lR 10,44 hm d rir ab-mY or yl my f addltaa. PhJV lurrl nn mm�alias hn[ Ili rrllti. R�e1 CITY OF CORPUS CHRISTI Submit Date: May 21, 2024 Application for a City Board, Commission, Committee or Corporation Profile Mr. Jeremy L _ Coleman Prefix First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78414 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 5 Current resident of the City of Corpus Christi? r- Yes - No National Association for the Advancement of Colored People President _ Business Owner Employer Job Title Occupation Work Address - Street Address and Suite Number 1519 N Chaparral Street Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78401 Work Phone 3618848541 Work E-mail address naacp.cctx@gmail.com Mr. Jeremy L Coleman Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY: Submitted Interests & Experiences Are you a Nueces County registered voter? (.- Yes r- No Do you currently serve on any other City board, commission or committee at this time? If so, please list: Corpus Christi Regional Transportation Authority Education, Professional and/or Community Activity (Present) EDUCATION • (Currently pursuing) B.A./Business Administration Southern New Hampshire University • (Currently completing) Certification SHRM-SCP Corpus Christi, TX • Graduate Richard King High School CCISD Corpus Christi, TX • Certification QuickBooks Pro2008 Del Mar College Corpus Christi, TX • Certification TOPS Certification ESC2 E.S.C.2 Corpus Christi, TX • Certification Leadership Discipleship Development St. John Corpus Christi, TX PROFESSIONAL AND COMMUNITY ASSOCIATIONS • Former Chairman- Brooks Chapel Early Childhood Center, Inc. • Past Board Member- Sister City Council of Corpus Christi • Past County Board Member - Nueces County Community Action Agency • Former Chairman and President -Youth Council & Foundation of Corpus Christi • Former Board Member - Mayor's Advisory Council • National Board Member - Camp Fire U.S.A. • Past Secretary - N.A.A.C.P. Executive Committee • President - N.A.A.C.P. Corpus Christi Why are you interested in serving on a City board, commission or committee? My goal is to always give back to the City of Corpus Christi and provide the best professional insight to the future growth of Corpus Christi. In partnership with the elected City Council, I strongly believe in the partnership that boards, commissions and committees serve. I am Jeremy Coleman, a seasoned human resource and people management professional with over 11 years of experience in office management, human resources and operations. I have worked as an assistant, manager, director and budget specialist in each of my workplaces; St. John Baptist Church, GMET Communications, Waterford and NAACP. Throughout my career, I've had the opportunity to develop, enhance and also make positive change within the various roles and companies. Among my greatest strengths is self-sufficiency and working with excellence. My communication, human development and business skills are my strongest attributes. My experience with a wide variety of companies and organizations allows me to be effective and develop a culture with the current leadership. I want you to personally know that I am precise in my work; stress-testing to ensure the work is accurate and completed in excellence. You will be getting more than an RTA Board Member or team leader; but an advocate for the city who will ensure to the highest degree of professionalism is reflected all around. Upload a Resume Mr. Jeremy L Coleman Are you an ex-Off icio member of a City Board, commission or committee? Yes r No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r No Are you a current candidate in an election for a non-city public office? r Yes r= No Do you currently serve as an elected official for a non-city public office? r Yes r No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender W Male Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r= No Does your employer or your spouse's employer have a City contract? r Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r No Mr. Jeremy L Coleman Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r. No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r- Yes r. No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Are you a qualified voter* residing in the Authority? (Note: Authority includes the following services areas: Nueces County and the municipalities, Bishop, Corpus Christi, Driscoll, Gregory, Banquete, Agua Dulce, San Patricio, Port Aransas and Robstown) � Yes (- No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY The City Council designates at least one of its appointees to represent the interests of the "transportation disadvantaged". "Transportation disadvantaged" is defined as meaning the elderly, persons with disabilities, and low-income individuals. State law does not mandate that the board member be transportation disadvantaged. Can you represent the interests of the "transportation disadvantaged"? Yes � No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Explain how you represent the interests of the transportation disadvantaged. (If No, enter "N/A") N/A/ Mr. Jeremy L Coleman Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. W I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Mr. Jeremy L Coleman Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Mr. Jeremy L Coleman JEREMY L . COLEMAN JEREMY LANE C OLEMAN 7510 CEDAR BRUSH DRIVE 000CORPUS CHRISTI, TX 78414 361.563.1034 Dear Mayor and City Council, I am Jeremy Coleman, a seasoned human resource and people management professional with over 11 years of experience in office management, human resources and operations. I have worked as an assistant, manager, director and budget specialist in each of my workplaces; St. John Baptist Church, GMET Communications, Waterford and NAACP. Throughout my career, I've had the opportunity to develop, enhance and also make positive change within the various roles and companies. Among my greatest strengths is self-sufficiency and working with excellence. My communication, human development and business skills are my strongest attributes. My experience with a wide variety of companies and organizations allows me to be effective and develop a culture with the current leadership. I want you to personally know that I am precise in my work; stress-testing to ensure the work is accurate and completed in excellence. You will be getting more than an RTA Board Member or team leader; but an advocate for the city who will ensure to the highest degree of professionalism is reflected all around. Jeremy Coleman JEREMY LANE COLEMAN 7510 CEDAR BRUSH DRIVE 000CORPUS CHRISTI, TX 78414 361.563.1034 OBJECTIVE: To become a member of the Regional Transportation Authority Board. HIGHLIGHTS OF QUALIFICATIONS: • Eight years office management experience • Three years instructional experience working with public administration and public education • Five years of supervisory and department head experience • Ten years in human resource management and operations • A born leader; effectively handled position of major responsibility on a continuous path of professional advancement • Well organized; strong in planning and implementing programs • Able to set and achieve goals • Fast learner with a wide range of practical skills • Special talent for relating well with all types of people • Excellent communication skills —verbal and written • Skill in dealing with sensitive populations in a professional and concerned manner • Able to handle a multitude of details at once, meeting deadlines under pressure • A decision maker; resourceful, and works well independently or as a cooperative team worker • Self-motivated; able to learn anything on own initiative • Exceptional organizational skills PROFESSIONAL EXPERIENCE: • Manage and maintain detailed schedules • Prepare invoices, reports, memos, letters, financial statements and other documents using word processing, spreadsheet, database and presentation software • Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution • Develop and analyze general operational budgets • Strong business skills in accounts receivable, payroll, and accounts payable • Implement and development employee handbook and workforce improvement • File and retrieve corporate documents, records, and reports • Prepare responses to correspondence containing routine inquiries • Perform general office duties such as maintaining records, management systems and performing basic bookkeeping work • Prepare agendas and make arrangements for committee, board, and other meetings • Enforce administration policies and rules governing business • Prepare and lead weekly managers' trainings and other developmental trainings • Evaluate and counsel employees; maintain attendance and employee records • Hire, interview and carry out disciplinary action in various departments TECHNICAL SKILLS Computer literate —Word, Excel,Access, PowerPoint, QuickBooks, P.D.S., Quicken, Grassroots, Data Entry Programs, 10-key by touch EMPLOYMENT HISTORY New Development Manager Brooks Chapel E.C.D.C., Inc. August 2001 — September 2003 Chief of Staff N.A.A.C.P. Corpus Christi, Inc. November 2003 —January 2006 Church Secretary St. John Baptist Church December 2007—April 2013 Area Operations Manager GMet Communications, Inc. February 2013—June 2015 Director of Life Enrichment Capital Senior Living September 2015— December 2016 Chief Operations Manager January 2017—July 2019 Lakewood COC, Inc. Office of Special Programs August 2019 —Present Corpus Christi Independent School District EDUCATION • (Currently pursuing)B.A./Business Administration Southern New Hampshire University • (Currently completing) Certification SHRM-SCP Corpus Christi,TX • Graduate Richard King High School CCISD Corpus Christi,TX • Certification QuickBooks Pro2008 Del Mar College Corpus Christi,TX • Certification TOPS Certification ESC2 E.S.C.2 Corpus Christi,TX • Certification Leadership Discipleship Development St. John Corpus Christi,TX PROFESSIONAL AND COMMUNITY ASSOCIATIONS • Former Chairman— Brooks Chapel Early Childhood Center, Inc. • Past Board Member- Sister City Council of Corpus Christi • Past County Board Member— Nueces County Community Action Agency • Former Chairman and President—Youth Council & Foundation of Corpus Christi • Former Board Member—Mayor's Advisory Council • National Board Member— Camp Fire U.S.A. • Past Secretary — N.A.A.C.P. Executive Committee • President— N.A.A.C.P. Corpus Christi CITY OF CORPUS CHRISTI Submit Date: Jun 28, 2023 Application for a City Board, Commission, Committee or Corporation Profile Patricia B. Dominguez First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78410 City State Postal Code What district do you live in? W District 1 Current resident of the city? r Yes (- No If yes, how many years? 10 years Primary Phone Alternate Phone Vice President of Student Del Mar College Affairs Employer Job Title Work Address - Street Address and Suite Number 101 Baldwin Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78404 Work Phone 361698-2250 Patricia B. Dominguez Work E-mail address pbdominguez@delmar.edu Preferred Mailing Address 9 Work Address Which Boards would you like to apply for? CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY: Submitted Interests & Experiences Are you a registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No, I do not currently serve on any other board, commission or committee. Education, Professional and/or Community Activity (Present) Bachelor of Science - Education, George Mason University, Fairfax, VA Master of Science - Guidance and Counseling, TAMU-Corpus Christi, TX Currently in the Educational Leadership Doctoral Program at TAMU-Corpus Christi, TX Why are you interested in serving on a City board, commission or committee? I am interested in serving on the CCRTA because the work that CCRTA does impact the citizens of Corpus Christi and the surrounding communities. CCRTA provides invaluable services to many populations (e.g., working citizens, youth, elderly, and handicapped). I served on the CCRTA board for four years and would like to complete the two remaining years serving the citizens of Corpus Christi. I work at Del Mar College, and in my role, I have actively promoted CCRTA services to college and university students (TAMU-Corpus Christi). Additionally, I have close professional relationships with all the independent school districts in Nueces County, the surrounding communities and TAMUCC. I believe I would be a good candidate to represent the needs of all citizens and the needs of secondary and post- secondary organizations and students. I love the mission of the CCRTA and enjoy giving back to an organization that daily improves the quality of life for citizens. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r Yes r No Patricia B. Dominguez No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r' No Are you a current candidate in an election for a non-city public office? r Yes r No Do you currently serve as an elected official for a non-city public office? r Yes (- No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A n/a Demographics Gender rJ Female Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? Yes f No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r No Does your employer or your spouse's employer have a City contract? r Yes (- No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes f: No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes � No Patricia B. Dominguez Do you or your spouse have a pending claim, lawsuit or proceeding against the City? Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. n/a Board-specific questions (if applicable) Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Are you a qualified voter* residing in the Authority? (Note: Authority includes the following services areas: Nueces County and the municipalities, Bishop, Corpus Christi, Driscoll, Gregory, Banquete, Agua Dulce, San Patricio, Port Aransas and Robstown) r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY The City Council designates at least one of its appointees to represent the interests of the "transportation disadvantaged". "Transportation disadvantaged" is defined as meaning the elderly, persons with disabilities, and low-income individuals. State law does not mandate that the board member be transportation disadvantaged. Can you represent the interests of the "transportation disadvantaged"? r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Explain how you represent the interests of the transportation disadvantaged. (If No, enter "N/A") I have worked at Del Mar College for 18 years, and during that time, I have held various leadership positions in Student Affairs that dealt with helping students from all walks of life and circumstance. I have always been a strong advocate to advance students' needs, no matter their physical or academic ability. At DMC, we value all students equally, and I know that I would do the same as a member of the CCRTA board. Patricia B. Dominguez Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. I°J I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. IJ I Agree Patricia B. Dominguez Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. fJ I Agree Patricia B. Dominguez PATRICIA B. DOMINGUEZ EDUCATION DOCTOR OF EDUCATION ABD—EDUCATIONAL LEADERSHIP 2019-Present TexasA&M University Corpus Christi Corpus Christi, Texas MASTER of SCIENCE - GUIDANCE AND COUNSELING 1998 TexasA&M University Corpus Christi Corpus Christi, Texas BACHELOR of SCIENCE - EDUCATION 1992 George Mason University Fairfax, Virginia PROFESSIONAL EXPERIENCE VICE PRESIDENT FOR STUDENT AFFAIRS Del Mar College, Corpus Christi, TX May 2021-Present Del Mar College is a Hispanic-serving, multi-campus community college that provides affordable access to over 100 degree and certificate programs, customized workforce development, and continuing education opportunities. The College has an annual budget of$110,924,159, and supports over 1430 employees 469 (full &part-time) faculty and 1009 (full&part-time staff).As the Chief Student Affairs Officer, I provide visionary leadership for a diverse range of programs and services. Duties and Functions: • Provide direct supervision of the Associate Vice President of Student Affairs, Dean of Outreach and Enrollment Services, Director of Financial Aid, Director of Advising Initiatives, and Director of Project S.E.N.D.A. • Spearhead the transition and implementation of the Enterprise Resource Planning System (ERP) software. • Align the "Aspire, Engage,Achieve" Strategic Plan that focuses on student success • Develop,implement, and evaluate college access, recruitment, enrollment, retention, and completion efforts. • Support the Division of Student Engagement and Retention,TRiO-Educational Opportunities Center and, TRiO-Student Success Services,Total TRiO annual budgets $599,653 • Support Title V Programs—Project SENDA and DMC3. Both projects support guided pathways,professional development, advising, and college completion. Total Title V budgets $5,637,790 • Support institutional planning and coordination with other College instructional, administrative, and institutional advancement initiatives. • Ensure compliance with federal and state requirements and audits for delivery of services to students (including students with disabilities,international, and dual credit students). • Facilitate and execute the College's Strategic Enrollment Management Plan. • Provide onsite leadership and supervision for the College's new full-service campus. • Present monthly reports to the Board of Regents. • Represent the College at events on campus,in the local community, at state and national settings. • Facilitate enrollment and retention initiatives using data analysis, enrollment forecasting, and best practices. • Monitor, review, and approve the division's $8, 673,505.00 budget. PATRICIA B. DOMINGUEZ ASSOCIATE VICE PRESIDENT FOR STUDENT AFFAIRS Del Mar College, Corpus Christi, Texas 2020-2021 Duties and Functions: • Report to the Vice President of Student Affairs. • Serve as a member of the executive leadership team. • Supervised the division of Student Engagement and Retention, Financial Aid, and TRiO Federal Programs. • Provide leadership and direction to the student service division/departments comprised of Recruitment and Outreach, Dual Credit, Counseling, Disability Services, Tide V, TRIO Programs,Admissions, Registrar, Financial Aid, Student Retention and Engagement, Student Life,Veteran Services, and Student Success Center. • Recommend data-driven recommendations to the President and VP of Student Affairs. • Consult and collaborate with College stakeholders for alignment with the Institution's Mission and Strategic Plan. • Develop policies,procedures,programs, and services to promote and support student success. • Provide onsite leadership and supervision to the College's new full-service campus. • Collaborate with CIO,VP of Student Affairs, and Chief Academic Officer Designee to develop training for the implementation of a new software system (Anthology)to enhance skills of faculty, staff, and administration. • Assist the Vice President of Student Affairs in collaborating with the College Relations Office to ensure marketing strategy for recruitment and various outreach events. • Collaborate,implement, and monitor enrollment targets, recruitment objectives, strategies to advance and enhance the institution's strategic enrollment management, enrollment growth, foster partnerships, and marketing plans. • Identify and focus enrollment management and marketing programs and initiatives that embrace and enhance campus diversity. • Facilitate enrollment and retention initiatives using data analysis, enrollment forecasting, and best practices. • Collaborate with four-year institutions in the region to develop strategic enrollment management plans to increase and streamline student transfer processes. • Coordinate leadership among the Dean of Outreach and Enrollment Services, Director of Financial Aid, the Registrar, and Director of Financial Services to ensure financial aid optimization and compliance with all federal and state regulations related to aid funding, CBM reporting, and other internal audit monitoring. • Orchestrate coordination between Outreach and Enrollment Services and Student Engagement and Retention Services for integrated enrollment services at the Welcome Center. • $3,568,450 DEAN, STUDENT OUTREACH AND ENROLLMENT Del Mar College, Corpus Christi, Texas 2015-2020 Duties and Functions: • Provide administrative support for outreach services, admissions and registrar, student enrollment,testing services, off-campus sites/centers, and for special projects. • Direct the development and implementation of strategies to attract and enroll students; work with college outreach specialists, registrar, enrollment center, admissions,testing, advising, faculty, and college staff to coordinate activities,programs and services which support access, recruitment, enrollment, and retention functions; FERPA compliance, PATRICIA B. DOMINGUEZ CBM report compliance, acceptance of transfer credit, and degree/certificate audit and posting. • Plan, develop,implement, and evaluate efficient and effective systems and processes for admissions, student outreach, to include ISDs, community events, College Centers; registration, grade reporting, and student record management. • Coordinate with the Vice President of Student Affairs to ensure that services are aligned with academic goals, objectives, and strategic plan; all outreach activities; all aspects of the College registration process for on-campus and off-campus classes; continually evaluating and improving processes; College commencement activities. • Assist with development and direct administration of College Outreach Services, admissions and registrar functions, Student Enrollment and Welcome Center functions • Evaluate and improve processes related to student services. • Recruit, supervise, evaluate, and develop assigned staff. • Manage, monitor, and review the division's $2,643,948 budget. • Work with Information Technology regarding Colleague Active Admissions,Admissions and the enrollment process, student data collection, student management, and institutional enrollment reporting. • Actively promote the College by participating in organizations, making public presentations, serving on local and regional boards. • Plan, coordinate, write, and compile reports including enrollment updates and other statistical reports as required. DIRECTOR,EARLY COLLEGE PROGRAMS Del Mar College, Corpus Christi, Texas 2009-2015 Duties and Functions: • Provide strategic planning and collaborative leadership and advocacy for the Early College Program. • Supervise and grow Early College Program staff from two to six full-time and one part time positions. • Create and maintain early college high schools for a total of five early college high schools. • Serve as liaison with 19 area school districts and the College's instructional departments related to dual enrollment. • Coordinate with instructional Deans, Department Chairpersons, and other College personnel for dual credit student and ISD recruitment, admissions, enrollment,testing, registration, academic success, and student services. • Grow dual credit enrollment from 1,099 TO 2,658 (unduplicated headcount) • Resolve software issues related to grade discrepancies in Colleague/Datatel. • Request and create dual credit classes in Colleague/Datatel. • Collaborate with IT and IR on reports related to dual credit enrollments for internal and external stakeholders. • Trouble-shoot errors for CBM reporting accuracy. • Coordinate mandated numeric grade reporting in accordance with FERPA. • Negotiate and write annual contractual agreements/Memorandums of Understanding with area ISDs. • Facilitate on-site high school dual credit instructor observations with Department Chairs. • Recruit adjuncts from area high schools to teach onsite (embedded) dual credit classes. • Promote meaningful dialogue with College faculty and staff to better serve the needs of the high school population on campus, off campus, and online. • Prepare and maintain documents as needed for compliance, as related to dual enrollment and the Early College high schools. PATRICIA B. DOMINGUEZ • Provide professional development opportunities for faculty, staff, and ISD-partners at the local, state, and national level. • Manage the operational budget and unit planning in Weave. • Develop,in cooperation with VPI, Sub C submissions, annual goals and objectives. COORDINATOR,RECORDS AND SPECIAL ADMISSIONS PROGRAMS Del Mar College, Corpus Christi, Texas 2005-2009 Duties and Functions: • Supervise and manage the transcript evaluation process and all related areas. • Coordinate transcript evaluation by maintaining the computerized evaluation database. • Develop equivalency tables from transfer institutions. • Maintain knowledge of rules and regulations concerning transfer issues that comply with THECB and SACS accreditation guidelines. • Supervise and evaluate employees. • Lead,train, and direct workflow for admissions staff in processing admissions applications and college transcript processing(e.g.,transfer courses,AP scores, prior learning experience credit). • Process enrollment applications. • Provide registration guidance for a diverse student population,i.e.,traditional, non- traditional, dual credit, and Early College. • Actively promote the College with students,parents, and high school counselors during registration for dual credit classes for 25 high schools. • Lead the college enrollment and advising processes with the first onsite early college high school at DMC (2006)with CCISD including MOU development. • Collaborate with student service and academic departments, i.e., Dual Credit, Financial Aid, Business Office, IT, and Department Chairs to improve processes. • Implement and maintain the On-Course Degree Audit module in the SCT Plus system. • Work registration, graduation, and other duties as assigned. PROFESSIONAL/COMMUNITY ACTIVITIES • Regional Transit Authority Board Member(2017-2022) • Building Leadership Team, Gregory-Portland and Tuloso-Midway ISD's (2017-2018) • Leadership Corpus Christi, Class 45 (2016/2017) • House Bill V Advisory Council(2016) • Corpus Christi Independent School District Education Foundation Board(2013-20105) PROFESSIONAL ORGANIZATIONS • Texas Association of Collegiate registrars and Admissions officers • Texas Association of Chicano's in higher education CITY OF CORPUS CHRISTI Submit Date: May 28, 2024 Application for a City Board, Commission, Committee or Corporation Profile Matthew Garcia First Name Last Name Email Address 7- 1 Street Address Corpus Christi TX 78412 City State Postal Code J Primary Phone Alternate Phone What district do you live in? W District 2 Current resident of the City of Corpus Christi? Yes �- No If yes, how many years? 14 Director of Community Texas Oil and Gas Relations - Corpus Christi Association and the Coastal Bend Trade Association Employer Job Title Occupation Work Address - Street Address and Suite Number 304 W 13th Street Work Address - State Texas Preferred Mailing Address fJ Home/Primary Address Which Boards would you like to apply for? CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY: Submitted Interests & Experiences Matthew Garca Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No Education, Professional and/or Community Activity (Present) Please see attached resume Why are you interested in serving on a City board, commission or committee? The Coastal Bend is my chosen home, and I want to serve in the capacities available to me so that I might help strengthen this community, and shape a positive future for the region. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r Yes r No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r No Are you a current candidate in an election for a non-city public office? r Yes r No Do you currently serve as an elected official for a non-city public office? r Yes r No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender 17 Male Matthew Garca Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r No Does your employer or your spouse's employer have a City contract? r Yes r No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes (- No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Are you a qualified voter* residing in the Authority? (Note: Authority includes the following services areas: Nueces County and the municipalities, Bishop, Corpus Christi, Driscoll, Gregory, Banquete, Agua Dulce, San Patricio, Port Aransas and Robstown) r Yes r No Matthew Garca Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY The City Council designates at least one of its appointees to represent the interests of the "transportation disadvantaged". "Transportation disadvantaged" is defined as meaning the elderly, persons with disabilities, and low-income individuals. State law does not mandate that the board member be transportation disadvantaged. Can you represent the interests of the "transportation disadvantaged"? r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Explain how you represent the interests of the transportation disadvantaged. (If No, enter "N/A") I think every board member serving in this public capacity should represent the interests of the transportation disadvantaged. That demographic is a constituent population utilizing a public service overseen by a board of publicly appointed officials, and should have representation that adequately addresses their needs and concerns. Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. W I Agree Matthew Garca City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Matthew Garca Matthew A. Garcia Corpus Christi, TX • 361 739 6498 - https://www.linkedin.com/in/matthew-a-garcia/ PROFESSIONAL SUMMARY Energy industry professional experienced in providing adaptable service to a diverse portfolio of stakeholders through consistent outreach and advocacy. • Management of a diverse project portfolio • Tailored and flexible engagement strategies • Strategic planning and execution • Stakeholder collaboration • Experienced advocate • Public, regulatory, legislative and judicial affairs EXPERIENCE Texas Oil & Gas Association (TXOGA), Austin, TX August 2019— Present Director of Community Relations —Corpus Christi & The Coastal Bend The Texas Oil & Gas Association (TXOGA) is a statewide trade association representing every facet of the Texas oil and gas industry including small independents and major producers. Collectively, the membership of TXOGA produces approximately 90 percent of Texas' crude oil and natural gas and operates the vast majority of the state's refineries and pipelines. In fiscal year 2023, the Texas oil and natural gas industry supported over 480,000 direct jobs and paid $26.3 billion in state and local taxes and state royalties, funding our state's schools, roads and first responders. ■ Advocated on issues important to the prosperity of Texas such as responsible economic development, critical infrastructure expansion, and enhanced grid reliability during the 87t" and 88t" Texas Legislative Session ■ Advocated for Corpus Christi and the Coastal Bend Region on multiple delegation trips alongside community leaders on issues specific to needs of the area ■ In a newly created role, developed and executed a holistic engagement strategy from the ground up with a focus on South Texas ■ Launched a successful and ongoing informational series on topical issues in the energy space, focused on providing insight to a wide range of stakeholders ■ Highlighted the strides the industry is making in global efforts, including the role energy systems play in the dual challenge of satiating global and domestic energy needs while simultaneously lowering our emissions footprint ■ Routinely served as an industry spokesperson toward a variety of stakeholder groups including, but not limited to, local, state, federal, and international government, military leadership, emergency responders, state agencies, 501(c)(6)/(3) organizations, media outlets, professional associations and academia ■ Co-founded a scalable, multi-disciplinary, cross-industry effort with the objective of keeping the Texas Miracle alive in the Coastal Bend Region ■ Personal focus on helping the various subregions of South Texas unify from an advocacy standpoint, so that the voice of the entire region becomes strengthened Port of Corpus Christi Authority, Corpus Christi, TX February 2014—August 2019 PR/Communications Coordinator The Port of Corpus Christi has been in operation since 1926 and has since become the largest port in the United States, based on total revenue tonnage, and the nation's largest energy export gateway. The Port boasts a 54- foot-deep channel, three Class I railroads— BNSF, KCS, and UP —and a location adjacent to connecting Texas highways Interstate 37 and Highway 181. With all these assets at our disposal, our mission is and always will be to leverage commerce to drive prosperity for Corpus Christi and the Coastal Bend. ■ Represented the organization via speaking engagements, event participation and through tours to stakeholders including regional and international trade associations, community organizations, media outlets and policymakers ■ Led the sitting 27th District of Texas Congressman on a tour of the Port of Corpus Christi Authority, emphasizing the need for federal funding of the Corpus Christi Ship Channel. ■ Advised Texas House of Representatives Transportation Committee Chair of the strategic value of Texas ports, leading to focused interest in state support of port-specific projects ■ Championed the strategic value of intermodal fluidity to national security to members of the National Defense University ■ Routinely as conduit for dialogue between the Port of Corpus Christi Authority and the communities it serves PROFESSIONAL AFFILIATIONS / COMMUNITY INVOLVEMENT ■ Currently serving on Rally Credit Union Board of Directors as an Advisory Director. Rally Credit Union is the largest credit union in South Texas, with over 200,000 members ■ Currently serving on Board of Directors as member and past Chairman of the Finance Committee for the Boys and Girls Club of the Coastal Bend (BGCCB). Since 1957, it has been Boys & Girls Clubs of the Coastal Bend's (BGCCB) mission to enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens ■ Currently serving as Chair of the Corpus Christi Strategic Workforce & Education Plan Priority Three Committee, with the mission of enhancing collaboration and partnerships among education, business, industry, and community organizations to align student skills with workforce needs ■ Currently serving on the South Texas Military Task Force ■ Currently serving on the Texas A&M University— Corpus Christi Alumni Association Board of Directors ■ Served as an Executive Committee member of the Rising Tide Society, a dynamic group of young leaders and professionals in the Coastal Bend community who are passionate about service, education, conservation and furthering the mission of the Texas State Aquarium ■ Served as an inaugural Co-Chair of the South Texas Energy & Economic Roundtable (STEER) Millennial Committee, whose mission was to empower employees to be proud ambassadors of the oil and gas industry in their everyday lives, and immediately engage South Texans ■ Served as a mentor in the Texas A&M University - Corpus Christi (TAMUCC) Islander Mentorship Program ■ Current Rotarian affiliated with the Rotary Club of West Corpus Christi EDUCATION / ACCREDITATIONS Texas A&M University, School of Liberal Arts, Corpus Christi, TX December 2013 Bachelor of Arts in Communication, Minor Fine Art Graduate Dale Carnegie Course 2016 Graduate of Leadership Corpus Christi Class 49 2021 CITY OF CORPUS CHRISTI Submit Date: May 13, 2024 Application for a City Board, Commission, Committee or Corporation Profile Mrs Erica M _ Maymi Prefix First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78414 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 5 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 43 Financial Services Professional/Retirement New York Life Insurance Specialist _ Financial Advisor Employer Job Title Occupation Work Address - Street Address and Suite Number 5350 S Staples ST, Suite 101 Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78411 Work Phone 361-986-1419 Mrs Erica M Maymi Work E-mail address Emaymi@ft.newyorklife.com Preferred Mailing Address 9 Work Address Which Boards would you like to apply for? CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY: Submitted Interests & Experiences Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: Political Leader Committee, Agency Advisory Board, Not for the city Education, Professional and/or Community Activity (Present) Degree in Management Degree in Marketing Real Estate License Life & Health Insurance License Financial State License Property & Casualty Insurance License Investment License Million Dollar Round Table Political Leader for New York Life New York Life's Agents Advisory Council YAT Chair - National Association of Insurance and Financial Advisors Retirement Income Certified Professional Certified Long Term Care Specialist If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) CC Regional Transportation Authority Capital Improvement Advisory Board Type A & B Boards Why are you interested in serving on a City board, commission or committee? I was born and raised in this beautiful city and I plan to retire in this city. I want to be involved to so that I could contribute to keeping it great. I am a well known positive business owner and I have lots of experience working on boards. I sat on a board for a multi-billion dollar company, New York Life Insurance in New York. During that experience I learned a lot of skills and want to put them to good use in our city. I have sat on many large boards and I am looking for another Opportunity to enhance and support in other ways. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r Yes r. No Mrs Erica M Maymi No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r No Are you a current candidate in an election for a non-city public office? Yes r No Do you currently serve as an elected official for a non-city public office? r Yes (- No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A NA Demographics Gender rJ Female Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? Yes f No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r No Does your employer or your spouse's employer have a City contract? r Yes (- No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes f: No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r: No Mrs Erica M Maymi Do you or your spouse have a pending claim, lawsuit or proceeding against the City? Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Board-specific questions (if applicable) Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Are you a qualified voter* residing in the Authority? (Note: Authority includes the following services areas: Nueces County and the municipalities, Bishop, Corpus Christi, Driscoll, Gregory, Banquete, Agua Dulce, San Patricio, Port Aransas and Robstown) r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY The City Council designates at least one of its appointees to represent the interests of the "transportation disadvantaged". "Transportation disadvantaged" is defined as meaning the elderly, persons with disabilities, and low-income individuals. State law does not mandate that the board member be transportation disadvantaged. Can you represent the interests of the "transportation disadvantaged"? r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Explain how you represent the interests of the transportation disadvantaged. (If No, enter "N/A") I work in an industry where 80% of my clients are seniors and many of them are disabled. Many of my clients are in long term care facilities, Adult day cares, or need a form of physical assistance, and use public transportation to get around town. Relationships that I build with my clients are long term and we build lots of trust and communication. Assisting my community by being a voice, representative and an advocate for these individuals is very important to me. I have the skills, resources and courage to assist in finding areas of improvements and work excellent with others to help find solutions. I manage large volumes of financial accounts and multiple business. I completed real estate education program and passed my state exam in 2005. Mrs Erica M Maymi Question applies to multiple boards Are you willing to provide an Annual Report of Financial Information as required by the Code of Ethics? r• Yes r No Question applies to CORPUS CHRISTI BUSINESS AND JOB DEVELOPMENT CORPORATION,CORPUS CHRISTI B CORPORATION,PLANNING COMMISSION Are you a Nueces County registered voter? e Yes o No Question applies to CAPITAL IMPROVEMENTS ADVISORY COMMITTEE The Capital Improvement Advisory Committee must include representatives from certain industries. Do you qualify for any of the following industries? ® Real Estate\, Question applies to CAPITAL IMPROVEMENTS ADVISORY COMMITTEE One member shall be a representative of the City's extraterritorial jurisdiction if impact fees are proposed. Do you qualify? e Yes d No Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. W I Agree Mrs Erica M Maymi City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Mrs Erica M Maymi �' ERICA M . MAYMI FINANCIAL SERVICES PROFESSIONAL OFILE WORK EXPERIENCE Born and raised in Corpus Christi,TX and is currently a leader and role New York Life Insurance Company model in the community. She is July 2006 - Present wife, mother of 3 children and owns Financial Services Professional, I assist clients with planning for multiple extremely successful Retirement, investments and insurance planning. businesses. Erica was elected to the Agents Advisory Council for New Mechell Insurance Professionals York Life and represents 20K agents Owner-Broker countrywide and is representing March 2015 - Present them in New York by working with. I assist clients with providing all insurance needs for personal the CEO's and all upper property, business properties and casualties. management. They work together to help improve service, products RAM Investment Properties and customer experiences. She is Owner also a member of the prestigious July 2016 - Present Million Dollar Round Table, the top I own, manage, lease and invest in properties. 1% leaders in the world in Insurance and Financial Services. She is also EDUCATION the Political Involvement Leader for South Texas. The New York Life Associates Degree - Business Management Political Leaders are currently Del Mar College - May 2003 working with government leaders in Washington to improve the Associates Degree - Marketing retirement laws. Del Mar College - May 2005 Securities License CONTACT The American College - May 2009 PHONE: Retirement Income Certified Planner (361) 813-9689 The American College - December 2019 WEBSITE: Certified Long Term Care Specialist ERICAMAYMLCOM The American College -June 2020 EMAIL: AWARDS Member of Million Dollar Round Table Since 2012 Chairman's Council, President's Council, Executive Council since 2007 NAIFA and NYLPAC since 2008 NAIFA YAT Chair 2009-2016 Hispanic Women's Network of Texas - 2017 Estrella Career Success, Career Foundation, Life Foundation, Investment, Life Case, Income Annuity Leader, Annuity Elite Gold, Centurion and Life All Star. CITY OF CORPUS CHRISTI Submit Date: May 14, 2024 Application for a City Board, Commission, Committee or Corporation Profile Eloy H _ Salazar First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78414 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 5 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 72 Self Employed Owner _ Real Estate Investor Employer Job Title Occupation Work Address - Street Address and Suite Number 2434 Sacky Dr. Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78415 Work Phone 3619398100 Eloy H Salazar Work E-mail address ehsalazar@sbcgloba1.net Preferred Mailing Address W Home/Primary Address Which Boards would you like to apply for? CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY: Submitted Interests & Experiences Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No. If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) Corpus Christi Regional Transportation Authority Why are you interested in serving on a City board, commission or committee? My commitment to serve this community to make it a better place for all citizens is reflected on the past and present Boards I currently serve and have served on. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r Yes (- No No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? (.- Yes r No Are you a current candidate in an election for a non-city public office? r- Yes � No Eloy H Salazar Do you currently serve as an elected official for a non-city public office? Yes r. No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender rj Male Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? r Yes r: No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r. No Does your employer or your spouse's employer have a City contract? f- Yes r= No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes r= No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes r= No Do you or your spouse have a pending claim, lawsuit or proceeding against the City? r Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. N/A Eloy H Salazar Board-specific questions (if applicable) Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Are you a qualified voter* residing in the Authority? (Note: Authority includes the following services areas: Nueces County and the municipalities, Bishop, Corpus Christi, Driscoll, Gregory, Banquete, Agua Dulce, San Patricio, Port Aransas and Robstown) r- Yes t- No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY The City Council designates at least one of its appointees to represent the interests of the "transportation disadvantaged". "Transportation disadvantaged" is defined as meaning the elderly, persons with disabilities, and low-income individuals. State law does not mandate that the board member be transportation disadvantaged. Can you represent the interests of the "transportation disadvantaged"? (- Yes (- No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Explain how you represent the interests of the transportation disadvantaged. (If No, enter "N/A") N/A Verification Eloy H Salazar City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. row I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Eloy H Salazar Eloy Herrera Salazar 8206 Campodolcino Corpus Christi. Texas 78414 Education: • Mary Carroll H.S. - Class of 1970 • Del Mar College - Associates in Business • Attended Texas A&I Kingsville Experience: • Established Salazar Investments in 1994 - present • Planning Commissioner - City of Corpus Christi 2000-2006 • Past Chairman of the Board & Board Member - Nueces County Appraisal District 2000-2007 • Past Board of Trustees - Del Mar College Foundation • Past Treasurer - Del Mar College Foundation • Past Board of Directors - United Corpus Christi Chamber of Commerce • Chairman of the Board - NavyArmy Community Credit Union - 2015-2017 • Board of Directors - NavyArmy Community Credit Union - 2010- 2015 • Received Presidents Award - Chamber of Commerce - 2013 • President - Corpus Christi job & Development Corp. - 2008- 2012 • Board of Directors - American Red Cross 2001-2009 • Governance Chair - American Red Cross - 2006-2007 • Chairman of the Board - Corpus Christi Hispanic Chamber of Commerce - 2002 • Board of Directors - Associate Builders & Contractors - 1989 • Past Board Member - Electrical Advisory Board - City of Corpus Christi • Past Board Member - Westside Business Association • Past Board Member - Board of Adjustments - City of Corpus Christi • Past Chairman - Downtown Management District • Current Board Member - Corpus Christi Regional Transportation Authority • Managing Partner for: Weber Plaza Development, LLC Oso Bridge Investors, LLC Playa Homes, LLC Tierra Development Enterprises, LLC Furman Plaza Development, LLC Tierra Motors, LLC J&E Ranch Tracts, LLC Rodd Village Development, LLC CITY OF CORPUS CHRISTI Submit Date: May 28, 2024 Application for a City Board, Commission, Committee or Corporation Profile Amanda T _ Tiffany First Name Middle Last Name Initial Email Address Street Address Corpus Christi TX 78411 City State Postal Code Primary Phone Alternate Phone What district do you live in? W District 2 Current resident of the City of Corpus Christi? 0 Yes r No If yes, how many years? 36 Branscomb Law Attorney _ Attorney Employer Job Title Occupation Work Address - Street Address and Suite Number 801 N. Carancahua, Ste. 2300 Work Address - City Corpus Christi Work Address - State Texas Work Address - Zip Code 78401 Work Phone 361-886-3817 Amanda T Tiffany Work E-mail address atorres@branscomblaw.com Preferred Mailing Address 9 Work Address Which Boards would you like to apply for? CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY: Submitted Interests & Experiences Are you a Nueces County registered voter? Yes r No Do you currently serve on any other City board, commission or committee at this time? If so, please list: No. Education, Professional and/or Community Activity (Present) See attached resume. If you applied for multiple boards, which boards are you most interested in serving on, in order of preference? (Limit to top three) N/A Why are you interested in serving on a City board, commission or committee? I have always been interested in service to the community as reflected by my professional background and community involvement. I do not like to serve, in any role, if I cannot fully commit my time and energy. Therefore, I took a hiatus from my community involvement after the birth of my first child. Now that my children are older, I am ready to give back. I have relevant experience managing budgets, two for elected governmental offices, and one with my current firm. I possess excellent leadership skills and initiative. I think this particular board is critical to servicing the needs of our community and I am ready to have positive impact on its future. Upload a Resume Are you an ex-Off icio member of a City Board, commission or committee? r- Yes (- No Amanda T Tiffany No person shall be appointed by the Mayor or Council Members to serve on more than one board, commission, committee or corporation at the same time. If you currently serve as a voting member for a board, commission, committee or corporation are you willing to resign your current seat to serve on another board, commission, committee or corporation? r Yes r' No Are you a current candidate in an election for a non-city public office? Yes r No Do you currently serve as an elected official for a non-city public office? r Yes (- No Will you seek re-election to the non-city public office? If not in a non- city public office, please enter N/A N/A Demographics Gender fJ Female Code of Ethics - Rules of Conduct/Conflicts of Interest Do you represent any person or organization in any claim or lawsuit or proceeding involving the City? Yes f No Do you, your spouse, your business or your spouse's business have a City contract? r Yes r No Does your employer or your spouse's employer have a City contract? r Yes (- No Are you involved with any activities or employment that would conflict with the official duties on the City boards for which you are applying? r Yes f: No Are you, your spouse, your business or your spouse's business involved in any pending bid, proposal or negotiation in connection with a contract with the City? r Yes � No Amanda T Tiffany Do you or your spouse have a pending claim, lawsuit or proceeding against the City? Yes r No If you answer "Yes" to any of the questions above, please explain or ask to speak with the City's Legal Department. If you answer "NO" to all questions above, please enter N/A. Please note that individually I do not represent any person or organization in any pending claim or lawsuit involving the City, I have represented individuals and organizations in the past. I do not have any current or active litigation with the City on behalf of any clients. TherE are also other lawyers in my firm that may have pending matters, but I am not aware of any active litigation on their part against the City. Board-specific questions (if applicable) Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Are you a qualified voter* residing in the Authority? (Note: Authority includes the following services areas: Nueces County and the municipalities, Bishop, Corpus Christi, Driscoll, Gregory, Banquete, Agua Dulce, San Patricio, Port Aransas and Robstown) Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY The City Council designates at least one of its appointees to represent the interests of the "transportation disadvantaged". "Transportation disadvantaged" is defined as meaning the elderly, persons with disabilities, and low-income individuals. State law does not mandate that the board member be transportation disadvantaged. Can you represent the interests of the "transportation disadvantaged"? r Yes r No Question applies to CORPUS CHRISTI REGIONAL TRANSPORTATION AUTHORITY Explain how you represent the interests of the transportation disadvantaged. (If No, enter "N/A") While I am not myself "transportation disadvantaged," I am able to represent the interests of the transportation disadvantaged. As a former judge, I understand the impact that a lack of transportation can have on some members of our community. Due to my experience as a former justice of the Peace and a former judge of County Court at Law No. 5, 1 understand that the RTA is the only reliable method of transportation available to those who need to get to work, to school, and to other services. Amanda T Tiffany Verification City Code Requirement - Residency As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-65, which states that all members of City boards and commissions, including ad hoc committees, appointed by the City, must be residents of the city. A move outside the city limits of the city by any member shall constitute automatic resignation from the particular board or commission on which such member served. 17 I Agree City Code Requirement - Attendance As a board, commission, or committee member, you will be asked to adhere to City Code of Ordinances, Section 2-61, which provides that absences from more than 25% of regularly scheduled meetings during a term year on the part of any board, commission, or committee member shall result in an automatic termination. An absence shall be deemed unexcused unless excused by the board, commission or committee for good cause no later than its next meeting after the absence. W I Agree Amanda T Tiffany Consent for Release of Information I understand that if any member of the public makes a request for information included in this application or in any attachment (e.g. resume or supporting documentation) for appointment it is subject to and must be disclosed under the Texas Public Information Act. I understand that under the Texas Public Information Act, my home address and home telephone number is subject to public disclosure unless I am elected or appointed to the position which I seek. I hereby consent to the release of my home address and home telephone number should it be requested under the Texas Public Information Act prior to my possible appointment or election. I hereby release the City of Corpus Christi, and its agents, employees and officers, from any and all liability whatsoever if the information must be released pursuant to the Texas Public Information Act. W I Agree Oath I swear that all of the statements included in my application and attached documents, if any, are true and correct. W I Agree Amanda T Tiffany AMANDA TORRES TIFFANY 802 N. Carancahua, Suite 2300 Corpus Christi, Texas 78411 361 886-3817 mll PROFESSIONAL BACKGROUND Branscomb PLLC Associate January 14, 2013-January 31,2014 Senior Associate January 12, 2015-December 31, 2016 Member January 1,2017-Present Presiding Judge- County Court at Law No. 5 Nueces County February 1,2014 -December 31, 2014 Justice of the Peace Precinct 1,Place 1 Nueces County October 1,2009 -December 31,2012 Nueces County District Attorney's Office Assistant District Attorney January 14,2008 - September 30,2009 EDUCATION Saint Mary's University School of Law San Antonio, Texas Juris Doctor,2007 Texas A&M University College Station, Texas Bachelor of Arts Anthropology,2002 PROFESSIONAL ASSOCIATIONS & HONORS Federation of Defense and Corporate Counsel(2022—Present) Corpus Christi Bar Association Director(2018—2020) Texas Rising Star Lawyer(2016- 2020) Corpus Christi United Chamber of Commerce (2015 -2017) Contributor—State Bar of Texas Guardianship Manual Committee(2019 Supplement to Fourth Edition) Contributor- State Bar of Texas Guardianship Manual Committee (2016 Fourth Edition) TYLA's President's Award of Merit(2016) Corpus Christi Young Lawyers Association(2008-2016) Student Support Heroes Award -Communities in Schools(2014) Texas Young Lawyers Association Co-Outstanding New Director of the Year Award(2013) Texas Young Lawyers Association—Director(2012 -2017) Junior League of Corpus Christi (2012-2015) Botanical Gardens Advisory Board Member(2012-2014) United States District Court for the Southern District of Texas(2013 -Present) Texas Justice Court Training Center-Education Committee Board Member(2012) Corpus Christi 40 Under 40-Award recipient(2012) Coastal Bend Aids Foundation Award(2012) Council on Alcohol and Drug Abuse-Board Member(2010-2011) State Bar of Texas(licensed November 2,2007-Present) {C3159341 .DOCX:1} City of Corpus Christi 1201 Leopard Street r Corpus Christi,TX 78401 cctexas.com o Meeting Minutes City Council Tuesday, May 21,2024 11:30 AM Council Chambers Addendums may be added on Friday. A. Mayor Paulette Guajardo to call the meeting to order. Mayor Guajardo called the meeting to order at 11:32 a.m. B. Invocation to be given by Pastor Rick Barrera with Believe Church. Pastor Rick Barrera with Believe Church, gave the invocation. C. Pledge of Allegiance to the Flag of the United States and to the Texas Flag to be led by Marley Byrant, Junior at Harold T. Branch High School. Marley Byrant, Junior at Harold T. Branch High School, led the Pledge of Allegiance to the Flag of the United States of America and to the Texas Flag. D. Assistant City Secretary Stephanie Box to call the roll of the required Charter Officers. Assistant City Secretary Stephanie Box called the roll and verified that a quorum of the City Council and the required Charter Officers were present to conduct the meeting. Charter Officers: City Manager Peter Zanoni, City Attorney Miles Risley and Assistant City Secretary Stephanie Box Present: 9- Mayor Paulette Guajardo,Council Member Roland Barrera,Council Member Gil Hernandez,Council Member Michael Hunter,Council Member Mike Pusley,Council Member Dan Suckley,Council Member Everett Roy,Council Member Jim Klein, and Council Member Sylvia Campos E. CITY MANAGER'S COMMENTS / UPDATE ON CITY OPERATIONS: (ITEM 1) 1. 24-0725 2nd Annual Endurance Fest, Presented by Sergio Gonzalez, Assistant Director of Parks and Recreation City Manager Peter Zanoni announced the 2nd Annual Endurance Fest at Water's Edge Park from June 7-9, 2024. Assistant Director of Parks and Recreation Sergio Gonzalez presented information on the following topics: Endurance Fest 2024 schedule of events; 2023 Endurance Fest; and registration and proceeds. City of Corpus Christi Page 1 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 F. PUBLIC COMMENT Mayor Guajardo opened public comment. Bob Catalano, 201 Surfside Blvd., expressed concern about public parking on his property and safety issues of beach erosion. Ron Graban, 202 Surfside Blvd., expressed concern about safety issues of beach erosion and poor infrastructure on North Beach. The following citizens spoke in opposition to the Inner Harbor desalination: Jason Hale, 4421 Hamlin Dr., John Weber, 609 Naples St., and Mark Muenster, 1015 Luxor Dr. Susie Luna Saldana, 4710 Hakel Dr., spoke about City Council duties. Joshua De Leon, 5914 Colorado Dr., spoke about prohibiting smoking in all public spaces and city-owned parks. Isabel Araiza, 326 Poenisch Dr., spoke about the use of sales tax dollars, and a desire to use Type A funds on streets and sidewalks. Rachel Caballero, 522 Hancock Ave., spoke about city leader grievances. Eli McKay, 1008 Marguerite St., spoke in support of the Hillcrest Area improvements, and in support of affordable housing. Sierra Barnard, 16110 Broomsedge St., expressed concern about animal control. John Hendricks, 622 Texas Ave., spoke about the City's industrial policy. The following individual submitted a written public comment which is attached to the minutes: Julie Rogers, 710 Furman Ave. G. BOARD &COMMITTEE APPOINTMENTS: (NONE) H. EXPLANATION OF COUNCIL ACTION: I. CONSENT AGENDA: (ITEMS 2 - 21) Approval of the Consent Agenda Mayor Guajardo referred to the Consent Agenda. Items 15, 16, 17, 18 and 20 were pulled for individual consideration. Council Member Pusley moved to approve the consent agenda with the exception of City of Corpus Christi Page 2 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 Items 15, 16, 17, 18 and 20, seconded by Council Member Barrera. The motion carried by the following vote: Aye: 8- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Hunter, Council Member Pusley, Council Member Suckley, Council Member Klein and Council Member Campos Absent: 1 - Council Member Roy Abstained: 0 2. 24-0824 Approval of the May 8, 2024 Workshop Minutes and the May 14, 2024 Regular Meeting Minutes The Minutes were approved on the consent agenda. Consent-Second Reading Ordinances 3. 24-0513 Ordinance appropriating $269,814.00 in the Health Grant Fund from an increase in the STI/HIV Prevention Services Program Grant from the Department of State Health Services (DSHS) to provide STI/HIV prevention and control services for the period of September 1, 2024, through August 31, 2025; and authorizing four grant positions. This Ordinance was passed on second reading on the consent agenda. Enactment No: 033358 4. 24-0545 Ordinance authorizing acceptance and future amendments of the Center for Health Emergency Preparedness and Response Grant for $205,548.00 with a cash or in-kind match of$20,555.00 from the Department of State Health Services (DSHS); and appropriating $205,548.00 in the Health Grant Fund to provide Laboratory Response Network (LRN) Level 3 chemical laboratory surge capacity activities from July 1, 2024, through June 30, 2025; and authorizing two grant positions. This Ordinance was passed on second reading on the consent agenda. Enactment No: 033359 5. 24-0305 Ordinance abandoning, vacating, and closing 0.574 acres of unimproved public right-of-way for the Fair Market Value of$380,000.00 identified as Sand Dollar Avenue, a portion of Block 27 Padre Island No.1, conditioned on petitioner, Donny Shellenbarger, meeting specified conditions. This Ordinance was passed on second reading on the consent agenda. Enactment No: 033360 6. 24-0655 Zoning Case No. ZN8199, Barajas Family Corporation (District 2). Ordinance rezoning a property at or near 3345 Gollihar Road and 4500 Kirkwood Drive from the "ON" Neighborhood Office District and the "RS-6" Single-Family 6 City of Corpus Christi Page 3 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 District to the "CN-1" Neighborhood Commercial District; Providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval). This Ordinance was passed on second reading on the consent agenda. Enactment No: 033361 7. 24-0657 Zoning Case No. ZN8200, Barajas Family Corporation (District 2). Ordinance rezoning a property at or near 2823 South Port Avenue and 2511 San Jacinto Drive from the "CG-2" General Commercial District and the "RS-6" Single-Family 6 District to the "CG-2" General Commercial District; Providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval). This Ordinance was passed on second reading on the consent agenda. Enactment No: 033362 8. 24-0658 Zoning Case No. ZN7974, Leslie Lopez (District 1). Ordinance rezoning a property at or near 110 Rolling Acres Drive from the "RS-6" Single-Family 6 District to the "ON/SP" Neighborhood Office District with a Special Permit; Providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval to the "ON/SP" Neighborhood Office District with a Special Permit.) This Ordinance was passed on second reading on the consent agenda. Enactment No: 033363 Consent- Contracts and Procurement 9. 24-0382 Motion authorizing execution of a three-year supply agreement with Mobotrex, Inc., of Davenport, Iowa, for $506,250.00, through the BuyBoard Cooperative, for the purchase of 45 replacement traffic signal control cabinets to be used by the Public Works Department, with FY 2024 funding of$84,375.00 from the Streets Fund. This Motion was passed on the consent agenda. Enactment No: M2024-070 10. 24-0487 Motion authorizing execution of a one-year service agreement, with two one-year options, with CSI Consolidated, LLC, dba AIMS Companies, of Pearland, in an amount not to exceed $1,380,178.75 and a potential amount up to $4,140,536.25 if options are exercised, for closed circuit televised inspection and cleaning of storm water lines for the Public Works Department, with FY 2024 funding of$575,074.48 from the Storm Water Capital Fund. This Motion was passed on the consent agenda. Enactment No: M2024-071 City of Corpus Christi Page 4 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 11. 24-0482 Motion authorizing execution of a one-year supply agreement, with a one-year option, with Vulcan Construction Materials, LLC, of Birmingham, Alabama, with an office in San Antonio, in an amount not to exceed $488,160.00 and up to $976,320.00 if the option is exercised, for cold-mix, cold laid asphalt for the Public Works Department, with FY 2024 funding of$203,400.00 from the Street Fund. This Motion was passed on the consent agenda. Enactment No: M2024-072 12. 24-0791 Motion ratifying the repair of a 2017 Gradall XL3100 in the amount of $63,390.66 and authorizing payment thereof to Waukesha Pearce Industries, LLC of Houston, Texas, with FY 2024 funding from the Storm Water Fund. This Motion was passed on the consent agenda. Enactment No: M2024-073 13. 24-0213 Motion authorizing the purchase of a wastewater utility line inspection system with camera and accessories from Patterson Equipment Company, of Magnolia, Texas, through the TIPS Cooperative, for$73,635.50, to be utilized by Corpus Christi Water (CCW), with FY 2024 funding from the Wastewater Fund. This Motion was passed on the consent agenda. Enactment No: M2024-074 14. 24-0627 Motion authorizing execution of Amendment#2 to the agreement with Xylem Water Solutions U.S.A., Inc., to increase the quantities of labor, parts, and materials for necessary repairs to Flygt pumps and motors for Corpus Christi Water in the amount of$300,000.00, with funding from the Wastewater Fund. This Motion was passed on the consent agenda. Enactment No: M2024-075 15. 23-1371 Motion authorizing the execution of an eight-month service agreement with Williams Scotsman, Inc., of Baltimore, Maryland, with an office in Corpus Christi, for $317,817.14, for the purchase and installation of a modular building for office space for Solid Waste Services, with FY 2024 funding from the General Fund. Mayor Guajardo referred to Item 15. A Council Member, City Manager Peter Zanoni, and Director of Solid Waste Services David Lehfeldt discussed the following topics: the permit is in process for a new transfer station, along with a new administration building. Council Member Pusley moved to approve the motion, seconded by Council Member Roy. This Motion was passed and approved with the following vote: City of Corpus Christi Page 5 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 Aye: 8- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Absent: 1 - Council Member Hunter Abstained: 0 Enactment No: M2024-076 16. 24-0554 Motion authorizing execution of two one-year professional service agreements, each having two one-year options, for a combined amount not to exceed $250,000.00, with P.A.A.C. People Assisting Animal Control for $150,000.00 and The Cattery, Inc., for$100,000.00, with a potential total amount up to $750,000.00 if options are exercised, to provide spay and neuter services, with FY 2024 funding of$125,000.00 from the General Fund. Mayor Guajardo referred to Item 16. Council Members, Director of Animal Care Services Kathleen Chapa, and President of People Assisting Animal Control Cheryl Martinez discussed the following topics: a request for success metrics of spay and neuter services; and to address the large dog population in that it causes a public safety concern. Council Member Barrera moved to approve the motion, seconded by Mayor Guajardo. This Motion was passed and approved with the following vote: Aye: 9- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Hunter, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Abstained: 0 Enactment No: M2024-077 Consent- Capital Projects 17. 24-0751 Motion awarding a construction contract to Gourley Contracting, LLC., for the City Wide Park Upgrades - Salinas Park to install a new fall zone and make drainage improvements located in Council District 3, in the amount of $483,267.30 with FY 2024 funding available from the Park Capital Improvement Funds. Mayor Guajardo referred to Item 17. Council Members, Director of Parks and Recreation Robert Dodd, Assistant Director of Parks and Recreation Sergio Gonzalez, and Assistant Director of Engineering Project Management Ratna Pottumuthu discussed the following topics: concerns about the timing of these improvements; and only the fall zone is being replaced, not the equipment. City of Corpus Christi Page 6 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 Council Member Barrera moved to approve the motion, seconded by Council Member Klein. This Motion was passed and approved with the following vote: Aye: 9- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Hunter, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Abstained: 0 Enactment No: M2024-078 General Consent Items 18. 24-0509 Motion authorizing two Interlocal Cooperation Agreements (ILA) with Texas Water Development Board (TWDB) in the amount of$88,758.00 for the volumetric survey of Choke Canyon Reservoir and $77,606.00 for a volumetric survey of Lake Corpus Christi Reservoir for a total not to exceed amount of $166,364.00, both located outside the City limits with FY 2024 funding available from the Water Fund. Mayor Guajardo referred to Item 18. Council Members, Chief Operations Officer Drew Molly, and Water Resource Manager Esteban Ramos discussed the following topics: it is good practice to perform volumetric studies of large reservoirs; dredging of the lake may be considered based on data, but risks are involved; and staff will analyze the cost benefit of dredging. Council Member Pusley moved to approve the motion, seconded by Council Member Barrera. This Motion was passed and approved with the following vote: Aye: 8- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Absent: 1 - Council Member Hunter Abstained: 0 Enactment No: M2024-079 19. 24-0786 Resolution authorizing execution of a Third Amendment to the Contract between the City of Corpus Christi and San Patricio Municipal Water District for the Supply of Treated Water to reduce the Take-or-Pay contracted amount of 15,000-acre feet per year to 12,760-acre feet per year, as requested by the designated customer, Gulf Coast Growth Ventures. This Resolution was passed on the consent agenda. Enactment No: 033364 20. 24-0727 Resolution setting a public hearing in City Hall Council Chambers on July 16, 2024, to consider the possible adoption of water, wastewater, storm water, and City of Corpus Christi Page 7 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 roadway impact fees for the City of Corpus Christi and its extraterritorial jurisdiction. Mayor Guajardo referred to Item 20. Council Member Hernandez expressed concern about the lack of information, so he will be voting no. Council Member Barrera moved to approve the resolution, seconded by Council Member Campos. This Resolution was passed and approved with the following vote: Aye: 7- Mayor Guajardo, Council Member Barrera, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Nay: 2- Council Member Hernandez and Council Member Hunter Abstained: 0 Enactment No: 033365 21. 24-0050 Motion authorizing a Development Participation Agreement with Ashlar Interests, LLC, located in the Tax Increment Reinvestment Zone No. 2 in an amount not to exceed $1,500,000 for public infrastructure improvements to the Effluent Waterline from the Whitecap Wastewater Treatment Plant. This Motion was passed on the consent agenda. Enactment No: M2024-080 J. RECESS FOR LUNCH Mayor Guajardo recessed the Council meeting for lunch at 1:23 p.m. Mayor Guajardo reconvened the meeting at 2:13 p.m. K. PUBLIC HEARINGS: (ITEMS 22 -25) 22. 24-0670 Ordinance authorizing the conveyance of 7 lots (0.55 acres total) of surplus land located at or near 526, 528, 530, 532, 536, and 538 19th Street to Thanksgiving Homes for$10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance to Thanksgiving Homes for the purchase of 7 lots (0.65 acres-total) of surplus land located at or near 429 Marguerite Street, 503, 505, 507, 515, 517, and 519 18th Street for $10 per lot and development of affordable housing. (District 1) Mayor Guajardo referred to Item 22. A Council Member stated these affordable home projects are good news for District 1 and thanked the Ed Rachal Foundation. Mayor Guajardo opened the public hearing. City of Corpus Christi Page 8 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 There were no comments from the public. Mayor Guajardo closed the public hearing. Council Member Pusley moved to approve the ordinance, seconded by Council Member Hernandez. This Ordinance was passed on first reading and approved with the following vote: Aye: 8- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Hunter, Council Member Pusley, Council Member Roy, Council Member Klein and Council Member Campos Abstained: 1 - Council Member Suckley 23. 24-0668 Ordinance authorizing the conveyance of 7 lots (0.46 acres total) of surplus land located at or near 2203 Morris Street and 715 19th Street to DSW Homes, LLC for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with DSW Homes, LLC for the purchase of 10 lots (0.66 acres-total) of surplus land located at or near 2211, 2217 2219, 2307, 2309, and 2311 Morris Street for$10 per lot and development of affordable housing. (District 1) Mayor Guajardo referred to Items 23-25. A Council Member's request for the City to consider hiring local companies in the future. Mayor Guajardo opened the public hearing. There were no comments from the public. Mayor Guajardo closed the public hearing. Council Member Pusley moved to approve the ordinance, seconded by Council Member Barrera. This Ordinance was passed on first reading and approved with the following vote: Aye: 9- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Hunter, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Abstained: 0 24. 24-0669 Ordinance authorizing the conveyance of 6 lots (0.52 acres total) of surplus land located at or near 2304, 2312, and 2324 Mary Street to Habitat for Humanity Corpus Christi, Inc. for$10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with Habitat for Humanity Corpus Christi, Inc for the purchase of 6 lots (0.43 acres-total) of surplus land located at or near 504 and 623 20th Street, 2221 Marguerite Street, and 2614 Mary Street for $10 per lot and development of affordable housing. (District 1) City of Corpus Christi Page 9 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 See Item 23. Aye: 9- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Hunter, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Abstained: 0 25. 24-0641 Ordinance authorizing the conveyance of 9 lots (0.6 acres total) of surplus land located at or near 2022, 2028, and 2034 Mary Street and 502 and 508 18th Street to Community Development Corporation Of Brownsville, dba cdcb I come dream come build, for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with cdcb I come dream come build for the purchase of 8 lots (0.59 acres-total) of surplus land located at or near 508, 510, 512, 514, 516, 518, and 520 19th Street for $10 per lot and development of affordable housing. (District 1) See Item 23. Aye: 9- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Hunter, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Abstained: 0 L. INDIVIDUAL CONSIDERATION ITEMS: (ITEMS 26 - 27) 26. 24-0374 Resolution amending City Council Policy 28 which outlines the guidelines for awarding contracts when projects are bid with both concrete and asphalt pavement and approving pavement design recommendations for the Bond 2022 Street projects. Mayor Guajardo referred to Item 26. Council Members and Director of Public Works Ernest De La Garza discussed the following topics: to consider the cost comparison for demolition of asphalt versus concrete; and the City recommends awarding the concrete bid when the cost difference is below $125,000 per lane mile. Mayor Guajardo opened public comment. There were no comments from the public. Mayor Guajardo closed public comment. Council Member Pusley moved to approve the resolution, seconded by Council Member Barrera. This Resolution was passed and approved with the following vote: Aye: 9- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Hunter, Council Member Pusley, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos City of Corpus Christi Page 10 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 Abstained: 0 Enactment No: 033366 27. 24-0747 Resolution repurposing prior unused bond funds and authorizing a construction contract to Gerke Excavating, Inc. for the reconstruction of Brownlee Boulevard from Staples Street to Morgan Avenue, with new asphalt pavement, sidewalks, curbs and gutters, installation of ADA compliant curb ramps, signage, pavement markings, upgraded street illumination and traffic signals, and Utilities improvements in the amount of$7,725,813.45, located in Council District 2 with FY 2024 funding available from the Street Bond 2014 & 2020, Storm Water, Water, Wastewater and Gas Capital Funds. Mayor Guajardo referred to Item 27. Council Members, City Manager Peter Zanoni, and Assistant Director of Finance and Procurement Josh Chronley discussed the following topics: a concern whether this company is capable of achieving the reconstruction project; and the anticipated completion is November 2025. Mayor Guajardo opened public comment. There were no comments from the public. Mayor Guajardo closed public comment. Council Member Campos moved to approve the resolution, seconded by Council Member Klein. This Resolution was passed and approved with the following vote: Aye: 7- Mayor Guajardo, Council Member Barrera, Council Member Hernandez, Council Member Suckley, Council Member Roy, Council Member Klein and Council Member Campos Nay: 2- Council Member Hunter and Council Member Pusley Abstained: 0 Enactment No: 033367 M. BRIEFINGS: (ITEMS 28 - 30) 28. 24-0784 Mary Rhodes Pipeline Condition Assessment and Pipeline Improvement Plan Briefing Mayor Guajardo referred to Item 28. Chief Operating Officer of Corpus Christi Water Drew Molly and Interim Director of Water Systems Nick Winkelmann presented information on the following topics: Mary Rhodes Pipeline (MRP) I; MRP 11; MRP I and II water sources-Lake Texana/LNRA and Colorado River; eastern basin (LNRA and Colorado River) water availability versus water taken; MRP I and II operational and contractual expenses; pipeline components; pump stations; City of Corpus Christi Page 11 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 pumping schedules; MRP repair parts inventory; pipe design and pressure class/rating; project goals; project timeline; assessment methods; findings and observations; erosion and shallow cover areas; pressure exceedance 46 MGD (schedule 2B)-Bloomington to Woodsboro; pressure exceedance 55-58 MGD (schedule 3)- LNRA to Bloomington-July 2022; pressure exceedance: 55-58 MGD (schedule 3)-Woodsboro to ONSWTP; pipe rating and actual pressure; action items and recommendations; parallel pipeline installation; parallel pipeline cost and rate impact; projected potential rate impact by customer class; and parallel pipeline installation timeline. Council Members, City Manager Peter Zanoni, COO Molly, and Interim Director Winkelmann discussed the following topics: the new pipe could have a higher pressure rating; what is causing the pressure spike at Garcitas Creek; the demand of pipe pressure in the past versus the present; the estimated life of a pipeline is 50 years; the need of flexible flow rates; if the current flow of water could cause another blowout before repairs are made; and how much water lost from Garcitas Creek in the December 2023 pipe break. 29. 24-0726 Hillcrest Area Parks Improvements Briefing Mayor Guajardo referred to Item 29. Assistant City Manager Neiman Young presented information on the following topics: Harbor Bridge development strategy; background; area map; connectivity map; Washington Coles Park; and T.C. Ayers Park. Council Members, City Manager Peter Zanoni, and Assistant City Manager Young discussed the following topics: the City's share for this project is $14 million; a request of a map including parks, depicting residential homes and property owned by the Port of Corpus Christi; the community requested a softball field versus a soccer field; the importance of maintaining shade from trees and structures; if the City can achieve all these projects in District 1 simultaneously; and a request for a cost breakdown of all amenities. 30. 24-0810 Continuation of FY 25 Budget Goal Setting Presentation Mayor Guajardo referred to Item 30. Director of Management and Budget Eddie Houlihan presented information on the following topics: development services fees; other budget requests for FY 2025; legal representations for City Council Members; lifeguard program enhancements; existing sidewalk network; and health department. Council Members, City Manager Peter Zanoni, Director of Public Works Ernest De La Garza, and Director of Public Health Fauzia Khan discussed the following topics: a Council Member commended staff for implementing the lifeguard program enhancements; an assessment of sidewalks needs to be completed before a program can be created; the importance of adding sidewalks to the Northwest area of the City; City of Corpus Christi Page 12 Printed on 5/31/2024 City Council Meeting Minutes May 21,2024 and staff is looking into additional funding sources for the health department. N. EXECUTIVE SESSION: (NONE) O. ADJOURNMENT There being no further business, Mayor Guajardo adjourned this meeting at 4:19 p.m City of Corpus Christi Page 13 Printed on 5/31/2024 Mariah Resendez From: City of Corpus Christi <noreply@formresponse.com> Sent: Tuesday, May 21, 2024 11:19 AM To: City Secretary; Norma Duran Subject: Public Input:05-21-2024 -Julie Rogers [ [WARNING: External e-mail. Avoid clicking on links or attachments. We will NEVER ask for a password, username, payment or to take action from an email. When in doubt, please forward to SecurityAlert@cctexas.com. ] ] Warning: Replies to this message will go to returns@formresponse.com. If you are unsure this is correct please contact the I-lelpdesk at 826-3766. 0 "Llblic Comment & Input Form Date of Meeting 05-21-2024 Name Julie Rogers Address Street Address: 710 Furman Ave Street Address Line 2: Corpus Christi, TX City: Corpus Christi State/ Province: TX Postal/Zip Code: 78404 Are you a resident of Yes Corpus Christi? What district do you r District 1 reside in? Topic City Budget re: Libraries as Cooling Centers Agenda Item Number NA Describe Feedback: The practice is that when a heat advisory is issued the public libraries will be used as cooling centers.We have already been experiencing heat advisories and also warnings from ERCOT to reduce electricity use. Last summer there were heat advisories in effect for over a hundred days. The temperatures are expected to be harsher this year. Please be planning this reality into the budget for FY 2024-25. We cannot continue to only offer public libraries and community 1 i I centers as cooling centers. We need a low or no barrier shelter for people as well.This would give the community more options on where to go. Many homes in the city are not property cooled or due to the economy people cannot use or do not have air conditioning.We need to offer more alternatives than the libraries and community centers as cooling centers. Furthermore, the funds to operate as cooling centers should not come from the library budget,which is already underfunded. I am very grateful for La Retama generator-TY. Provide an email to receive a copy of your rogersjuliet@gmail.com submission. z Cityof Corpus Christi 1 Leopard Street F'„ Corppuu s Christi,TX 78401 y cctexas.com Meeting Minutes Special City Council Meeting Wednesday, May 15, 2024 12:00 PM 1901 N Shoreline Blvd,2nd Floor Water Garden Room Joint Workshop of the City Council, Planning Commission and Capital Improvements Advisory Committee (CIAC) A. Mayor Paulette Guajardo to call the meeting to order. Mayor Guajardo called the meeting to order at 12:27 p.m. B. City Secretary Rebecca Huerta to call the roll of the City of Corpus Christi Charter Officers, Planning Commission and Capital Improvements Advisory Committee. City Secretary Rebecca Huerta called the roll and verified that a quorum of the City Council and the required Charter Officers were present to conduct the meeting. Charter Officers: Assistant City Manager Steve Viera, City Attorney Miles Risley and City Secretary Rebecca Huerta Note: City Manager Peter Zanoni arrived at 12:37 p.m. City Secretary Rebecca Huerta called the roll of the Planning Commission and verified that a quorum of the Board Members was present to conduct the meeting. Present: Chairman Michael Miller, Michael Budd, Cynthia Salazar-Garza, Justin Hedrick, Billy Lerma, Jahvid Motaghi, and Mike Munoz Absent: Vice Chair Michael York and Brian Mandel City Secretary Rebecca Huerta called the roll of the Capital Improvement Advisory Committee and verified that a quorum of the Board Members was present to conduct the meeting. Present: Chairman Moses Mostaghasi, Bart Braselton, JJ Hart, Eli McKay, Ramiro Munoz, Chad Skrobarczyk, and Velda Tamez Note: Vice Chair Coretta Graham arrived at 1:23 p.m. Absent: Tricia Aitken, Rudy Garza, Hailey Gonzalez, Jonathan Gonzalez, Alex Harris, Melody Nixon-Bice, and Trey Summers City of Corpus Christi Page 1 Printed on 6/5/2024 Special City Council Meeting Meeting Minutes May 15,2024 Present 9- Council Member Roland Barrera, Council Member Gil Hernandez, Council Member Michael Hunter, Council Member Everett Roy, Mayor Paulette Guajardo, Council Member Mike Pusley, Council Member Dan Suckley, Council Member Jim Klein, and Council Member Sylvia Campos C. Introductions and Discussion Guidelines Director of Development Services AI Raymond presented information on the following topics: what is an impact fee; CIAC members; CIAC role and recommendations; impact fee calculation process; service unit standardization; policy and procedure development; potential future policy and procedures; master plan projects related to growth; adopting max rate-assessing fee; stormwater impact fee recommendations; stormwater service area map; wastewater impact fee recommendations; wastewater service area map; water impact fee recommendations; water service area map; transportation-city/consultant recommendation (assess and adopt 10% of max allowable); transportation-CIAC recommendation (assess 0% and adopt 5% of maximum allowable); comparison of impact fees; impact fees regulatory impact on home price; and impact fee assessment and collection. 1. 24-0746 Discussion on Capital Improvements Advisory Committee (CIAC) Approved Recommendations for Impact Fees for Roadways, Water, Wastewater, and Storm Water Infrastructure. Council Members, Board Members, Director Raymond and Managing Principal of Pape-Dawson Cara Tackett discussed the following topics: impact fees cover large drainage systems; a trust fund requires the developer to pay $1,000 per lot; City developers will consider each project on an individual basis; credits can offset impact fees and are determined based on the demand of the project; concerns about the Master Plans and policies not coinciding; the developer will go through a bidding process, so the cost will be based on the actual price versus the estimate; if the impact fees are approved by City Council, the fees would take effect October 2025; the developer must accept the qualified lowest bidder; the City will work with stakeholders to develop an agreeable policy; similar to the trust funds, impact fees expand new infrastructure, they do not cover maintenance; and that the cost of impact fees should be higher based on the cost of development. E. Adjournment There being no further business, Mayor Guajardo adjourned this meeting at 2:27 p.m. City of Corpus Christi Page 2 Printed on 6/5/2024 se 0 0 PH o AGENDA MEMORANDUM NCORPO0.1¢ First Reading for the City Council Meeting of May 21, 2024 ss52 Second Reading for the City Council Meeting of June 11, 2024 DATE: April 30, 2024 TO: Peter Zanoni, City Manager FROM: Dan McGinn, Director of Planning and Community Development danielmcCa)-cctexas.com (361) 826-7011 Sale and Conveyance of Surplus Land in the Amount of 1 .1951 acres To Thanksgiving Homes CAPTION: Ordinance authorizing the conveyance of 7 lots (0.55 acres total) of surplus land located at or near 526, 528, 530, 532, 536, and 538 19th Street to Thanksgiving Homes for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance to Thanksgiving Homes for the purchase of 7 lots (0.65 acres-total) of surplus land located at or near 429 Marguerite Street, 503, 505, 507, 515, 517, and 519 18th Street for $10 per lot and development of affordable housing. SUMMARY: This ordinance sells and conveys approximately 1.1951 acres of City-owned land to Thanksgiving Homes in two tranches for $10 per developable lot and for their use in the future development of single-family housing; consisting of: Tranche 1 • JASMIN Lots 1-7 (7 lots, approximately 0.5494 acres). Tranche 2 • JASMIN Lots 27A, 29, 30, lot 31 AND N 12.50 OF LT 32, 35, 36, 37 and portion of lot 38, (7 lots, approximately 0.6457 acres). Thanksgiving Homes will assume property maintenance responsibilities for their assigned Tranches 1 and 2, including mowing and litter abatement upon execution of the agreement. Proiect Parameters • Undeveloped lots are not transferrable. • From sale/release of each tranche all certificates of occupancy for units in tranche must be issued within 24 months. • Affordability Period of 10 years o Max sales price and value limited to "Home and Housing Trust Fund Homeownership Sales Price Limits" for newly constructed units, established and published by HUD annually under Part 92.254(a)(2)(iii), Title 24 CFR (currently $253,000), or similar HUD program should HOME/HTF Purchase Price Limits cease to be published in the future; o Or max Fair Market Rent established and published by HUD annually in Part 888, Title 25 CFR (currently $1,763 for a 3-bedroom, and $2,066 for a 4-bedroom unit). • If property is sold or rented above affordability restrictions within the 10-year period, a cost recapture must be paid to the City in the amount of$5.15 per square foot of land within 90 days of the sale or rental. o If cost recapture not paid, the property reverts to the City. BACKGROUND AND FINDINGS: Project History • May 2023: The Ed Rachal Foundation gifted the former Lamar Elementary School site to the City along with 55 smaller parcels in the vicinity of the larger site. • Recognizing the unique opportunity to implement the recently adopted Westside Area Development Plan by attracting new development investments, addressing residents' request for a variety of housing options, stabilizing this established neighborhood, and delivering public safety improvements for area residents, City staff issued a request for letters of interest (RFI) to work with one or more experienced housing developers. • August 2023: RFI Outreach and Marketing o RFI published on City Website in early August 2023 o City News Release and Council Memo issued August 4, 2023 o Email notification sent to over 50 housing development contacts. o Staff presentation at the Development Services Task Force meeting on August 18, 2023 • The RFI period closed on September 11, 2023. Five proposals were submitted. • December 2023: City Council approved the sale and conveyance of a 3.47-acre parcel of City-owned land, including the former Lamar Elementary School Site to TG 110 Inc. for the development of affordable housing. • Winter 2023 through Spring 2024: Engagement with single-family housing developers that responded to the RFI. Next Steps • Planning Division and Development Services to present rezoning cases in support of infill housing development of lots included in the RFI. • Planning Division staff will provide technical assistance to developers as needed to facilitate the Development Services permitting process. ALTERNATIVES: Awarding purchase contracts to all single-family developers that submitted letters of interest in response to the Lamar Elementary RFI presents a strategic approach to expedite infill housing construction support synergistic investments benefiting all parties, including current neighborhood residents. The City can choose to allocate the property to RFI respondents in an alternate configuration and/or distribution. The City can choose to not sell the property, but it will remain vacant and will require ongoing city-funded site maintenance. FISCAL IMPACT: Though the vacant land was gifted to the City, there are ongoing maintenance costs such as mowing and litter abatement as well as more difficult to quantify service cost impacts on the surrounding neighborhood caused by the preponderance of vacant lots. The City ordered an appraisal of property. An appraisal of the 0.0733-acre lot at 536 191h street was conducted by Lowery Property Advisors, LLC on April 26, 2024, and the property has an appraised value of$5.15 per square foot. For comparison, the Nueces County Appraisal District 2023 land valuation of all the surplus land included in the RFI averages $4.45 per square foot. The fiscal impact is revenue payment to the City in an amount of$10.00 per developable lot, amounting to $140.00 in total, to be deposited into the General Fund as well as the assumption of property maintenance by Thanksgiving Homes of their assigned Tranche 1 and 2 lots. The developed property will be placed back on the property tax rolls. Funding Detail: Fund: 1020 General Fund Organization/Activity: 11020 General Governmental Revenue Department: 888 Revenue Project # (CIP Only): Account: 343590 Sale of Scrap/City Property RECOMMENDATION: City staff recommends approval of the Ordinance for the sale and conveyance of City surplus property at or near 526, 528, 530, 532, 536, and 538 191h Street; 503, 505, 507, 515, 517, and 519 18th Street; and 429 Marguerite Street; to Thanksgiving Homes for the purpose of site redevelopment into single-family housing. LIST OF SUPPORTING DOCUMENTS: Ordinance Ordinance Exhibit A - Request for Interest Real Estate Contract Option Agreement Appraisal Letter of Support Presentation Ordinance authorizing the conveyance of 7 lots (0.55 acres total) of surplus land located at or near 526, 528, 530, 532, 536, and 538 19th Street to Thanksgiving Homes for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance to Thanksgiving Homes for the purchase of 7 lots (0.65 acres-total)of surplus land located at or near 429 Marguerite Street, 503, 505, 507, 515, 517, and 519 18th Street for$10 per lot and development of affordable housing. WHEREAS, in accordance with Texas Local Government Code§272.001(g), the City may convey land to an entity for the development of low-income or moderate-income housing for less than fair market value to use the property in a manner that primarily promotes the municipality's public purpose without complying with the notice and bidding requirements of Texas Local Government Code § 272.001(a) or other law; WHEREAS, the City owns vacant Lots 1-7 Jasmine Addition, which combined is 0.55- acres of surplus land located at or near 500 block of 19th Street, as shown in (Exhibit A) attached hereto and incorporated by reference; WHEREAS, the City owns vacant Lots 27A, 29, 30, 31 with North 12.5 feet of lot 32, 35, 36, 37, and portion of 38 Jasmin Addition, which combined is 0.65-acres of surplus land located at or near 429 Marguerite Street, 503, 505, 507, 515, 517, and 519 18th Street, as shown in (Exhibit A) attached hereto and incorporated by reference; WHEREAS, the conveyances are conditioned so that title in any lot described herein will revert to City if the grantee fails to construct a single-family dwelling on such lot for low-income or moderate-income housing and obtain a certificate of occupancy for such dwelling within two years from the date of the conveyance, unless construction of a single-family dwelling has started and a one-year extension is granted to obtain a certificate of occupancy; WHEREAS, the conveyances include Cost Recapture, Reverter, and Covenant Running with the Land where a full lot reverts to the City of Corpus Christi if within 10 years (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1-Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254; or(2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115; and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental; WHEREAS, the fair market value of each lot is $5.15 per square foot; WHEREAS, the construction of low and moderate-income housing will revitalize the neighborhood surrounding the former Lamar Elementary School; and WHEREAS, where the terms and conditions of the transactions effectuate and maintain the public purpose of providing low-income or moderate-income housing per Texas Local Government Code §272.001(g) and/or §253.011. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI,TEXAS, THAT: 1 Section 1. The City Council specifically finds that the foregoing statements included in the preamble of this ordinance are true and correct and adopts such findings for all intents and purposes related to the authorization of this project. Section 2. The City Manager or designee is authorized to execute all documents necessary to sell and convey approximately 0.55 acres of surplus land, Lots 1, 2, 3, 4, 5, 6, and 7 of Jasmin Addition, City of Corpus Christi, Nueces County, Texas, located at or near 526, 528, 530, 532, 536, and 538 19th Street to Thanksgiving Homes in exchange for $10 per lot and the development of the property for low-income or moderate-income housing. Section 3. The City Manager or designee is authorized to execute an options contract with Thanksgiving Homes for the option to purchase approximately 0.65 acres of surplus land being Lots 27A, 29, 30, 31 with North 12.5 feet of lot 32, 35, 36, 37 with a portion of 38 Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 429 Marguerite Street, 503, 505, 507, 515, 517, and 519 18th Street, in exchange for$10 per lot and maintenance of the property, for a period of 24 months, with such option exercisable upon the construction of low- income or moderate-income housing on Lots 1-7 Jasmin Addition, City of Corpus Christi, Nueces County, Texas. Only a portion of Lot 32, Jasmin Addition, is being conveyed and is included with Lot 31. Only a portion of Lot 38, Jasmin Addition, is being conveyed and is included with Lot 37, Jasmin Addition. Section 4. The City Manager or designee is authorized to execute all documents necessary to sell and convey approximately 0.65 acres of surplus land being Lots 27A, 29, 30, 31 with North 12.5 feet of lot 32, 35, 36, and 37 with portion of 38 Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 429 Marguerite Street, 503, 505, 507, 515, 517, and 519 18th Street, in exchange for $10 per lot and the development of the property for low-income or moderate-income housing. Only a portion of Lot 32, Jasmin Addition, is being conveyed and is included with Lot 31. Only a portion of Lot 38, Jasmin Addition, is being conveyed and is included with Lot 37, Jasmin Addition. Introduced and voted on the day of , 2024. PASSED and APPROVED on the day of , 2024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary 2 EXHIBIT A /. Property Development: Former Lamar Elementary Site J & Nearby Neighborhood Parcels 2023 Request for Interest SECTION I. OVERVIEW The City of Corpus Christi (City) is issuing this Request for Interest (RFI) for the former Mirabeau B. Lamar Elementary School site and additional city-owned parcels in the surrounding neighborhood. ■ The city is seeking one or more experienced real estate development teams to develop housing on the former Lamar school site and additional neighborhood lots. ■ The city envisions infill housing development and is open to innovative concepts that aid the city with meeting local housing affordability needs while stabilizing an established neighborhood. Property Description Currently vacant, the site that was once home to Lamar Elementary School which was originally part of the 1908 Eckerd Subdivision while parcels to the east of 19t" Street are part of the 1929 Jasmin Subdivision. Narrow and deep single-family lots, typical of this time, are common throughout the neighborhood, though many lots have been combined over the decades to form larger parcels. Other neighborhood institutions include St. Joseph's Catholic Church, the Garcia Arts Center and Park, and educational facilities like the Marguerite Child Development Center and a charter high school. Lamar Elementary served many generations, starting in 1941. The school was closed in 2010 and later demolished in 2021 to make way for new development and neighborhood investment. Though no longer standing, the site still holds historical significance as the 1948 location of the meeting that formed the American GI Forum, the civil rights group founded by Dr. Hector P. Garcia. (Katheryn Cargo for the Caller Times, November 20, 2021) The city-owned parcels that are included in the RFI are detailed in Map 1 and Table 1 on the following pages. City of Corpus Christi 1 of 8 EXHIBIT A T1 Map 1: Lamar RFI Parcels' - - I City of Corpus Christi, TX � m w Mar9u erP[e St —• A7ff++ 11 �43. YrY =42A ` +■ =38MM ' 1�8� 534M4` 14 13 12 U9 O7 06 OS 04 63 02 47 0 * A �53 52 51 48� r1321 A9so 50 3 541 Mary St _ f �} of - r 'fir Imo., __ rfis st ' z as s 6 z7 e t Lk s Table 1: Lamar RFI Parcel Detail RFI Nueces County Legal Description Address Lot Zoning Parcel ID Tax ID � Acres District 1 224500010010 ECKERD BLK 1 LOT 1 2212 MORRIS ST 2.07 CI 2 224500020010 ECKERD LTS 1 AND 2 BK 2 521 19th ST 0.17 RS-6 3 224500020030 ECKERD LTS 3&4 BLK 2 2206 MARY 0.17 RS-6 4 224500020050 ECKERD LT 5 BK 2 2208 MARY 0.08 RS-6 5 224500020060 ECKERD LTS 6&7 BK 2 2210 MARY 0.17 RS-6 6 224500020080 ECKERD LT 8A BLK 2 2212 MARY 0.16 RS-6 7 224500020100 ECKERD LT 10 BLK 2 2214 MARY 0.08 RS-6 8 224500020110 ECKERD LT 11 BLK 2 2218 MARY 0.08 RS-6 9 224500020120 ECKERD LT 12 BK 2 2222 MARY 0.08 RS-6 10 224500020235 ECKERD LT 24A BLK 2 504 20th ST 0.08 RS-6 11 224500020230 ECKERD LT 23A BLK 2 2221 MARGUERITE ST 0.08 RS-6 12 930700090020 PATRICK WEBB LT 2 BLK 9 2304 MARY 0.09 RS-6 13 930700090060 WEBB PATRICK BLK 9 LOT 2312 MARY 0.26 RS-6 _ 6, 7&8 _ 14 930700090110 PATRICK WEBB LTS 11 & 12 2324 MARY ST @ 21ST 0.17 RM-3 BLK 9 City of Corpus Christi 2 of 8 EXHIBIT A 15 840900070390 STEELE LTS 39&40 BLK 7 2614 MARY 0.16 RS-6 16 930700100210 POATRICK WEBB LT 21 BLK 2320 MORRIS 0.06 RS-6 17 930700100250 WEBB PATRICK BLK 10 LOT 2312 MORRIS 0.06 RS-6 25 18 930700100260 26 BB PATRICK BLK 10 LOT 2310 MORRIS 0.06 RS-6 19 930700100270 WEBB PATRICK BLK 10 LOT 2308 MORRIS 0.06 RS-6 20 I 930700100280 I PAT WEBB LT 28 BK 10 2306 MORRIS ST 0.06 RS-6 21 930700100290 POAT WEBB LTS 29&30 BK 623 TWENTIETH ST 0.11 RS-6 22 852900060200 SUMMIT ADDN LTS 20&21 2311 MORRIS 0.14 RS-6 BLK 6 23 852900060190 SUMMIT ADDN LT 19 BLK 6 2309 MORRIS 0.07 RS-6 24 852900060180 SUMMIT ADDN LT 18 BLK 6 2307 MORRIS 0.07 RS-6 25 852900060120 SUMMIT ADDN LTS 12& 13 2219 MORRIS 0.13 RS-6 BLK 6 26 852900060100 SUMMIT ADDN LTS 10& 11 2217 MORRIS 0.13 RS-6 BLK 6 27 852900060080 SUMMIT ADDN LTS 8&9 2211 MORRIS AVE 0.13 RM-3 _ BLK 6 28 852900060010 SUMMIT ADDN POR OF LT 1, 2203 MORRIS AVE 0.15 RS-6 ALL LTS 2&3 BLK 6 29 852900060380 SUMMIT ADDN LTS 38 THRU 715 19th ST 0.31 RS-6 41 &FCL LT 42 BLK 6 30 377500000010 JASMIN LT 1 538 19th ST 0.11 RS-6 31 377500000020 JASMIN LT 2 536 19th ST 0.07 RS-6 32 377500000030 JASMIN LT 3 532 19th ST 0.07 RS-6 33 377500000040 JASMIN LTS 4 AND 5 530 19th ST 0.15 RS-6 34 377500000060 JASMIN LT 6 528 19th ST 0.07 RS-6 35 377500000070 JASMIN LT 7 526 19th ST 0.07 RS-6 36&37 377500000090 JASMIN LTS 9 AND 10 520 19th ST 0.15 RS-6 38 377500000110 JASMIN LT 11 518 19th ST 0.07 RS-6 39 377500000120 JASMIN LT 12 516 19th ST 0.07 RS-6 40 377500000130 JASMIN LT 13 514 19th ST 0.07 RS-6 41 377500000140 JASMIN LT 14 512 19th ST 0.07 RS-6 42 377500000150 JASMIN LT 15 510 19th ST 0.07 RS-6 43 377500000160 JASMIN LT 16 508 19th ST 0.07 CN-1 44 377500000270 JASMIN LT 27A 429 MARGUERITE ST 0.14 RM-3 45 377500000290 JASMIN LT 29 503 18th ST 0.07 RM-3 46 377500000300 JASMIN LT 30 505 18th ST 0.07 RM-3 47 377500000310 JASMIN LT 31 AND N 12.50 507 18th ST 0.10 RM-3 OF LT 32 48 377500000350 JASMIN LT 35 515 18th ST 0.07 RM-3 49 377500000360 JASMIN LT 36 517 18th ST 0.07 RM-3 50 377500000370 JASMIN LT 37& PT LT 38 519 18th ST 0.13 RS-6 51 462500070060 LUTER PART LT 6 BK 7 2022 MARY 0.05 RM-3 52&53 462500070100 LUTER PARTITION BLK 7 2028 MARY 0.16 RM-3 LOTS 8 THRU 10 City of Corpus Christi 3 of 8 EXHIBIT A 54 462500070110 BK TER PART LTS 11 AND 12 2034 MARY 0.11 RM-3 55 573600050010 NEYLAND COL MEX LTS 1 & 508 18th ST 0.12 RM-3 2BK5 56 462500050020 1 H E LUTER PART LT 2 BK 5 1 502 18th ST 0.16 RM-3 W Map 2: Neighborhood Zoning IL -04 City of Corpus Christi,TX 1-13 IL 42 ON e,lte sr 141 SD 40b� 6 Y17 08 �f:45� SE 296 36 946� 19 1 S > 09 D]D6 OS Dd 03 0] 35 04 INS . 33 �tqq� 53 5] SI 3132 49ANNE, S4r 1 50 Mary [ 30 1] 19 I1 16 IB 20 21 I ` L RMe 3 23 ]9 CI CI r . RM3 " CN-1 o zso so�6p- RM-3 Ps Cc Kr z T—,P k 'aV Idl-e 1i nClm= F Ic_Soft CONANP'z,�,' t c T -lDi, i,rn ET]Nn � >n nlPs.uSc�isu City of Corpus Christi 4 of 8 EXHIBIT A ME NMI Map 3: Neighborhood Amenities City of Corpus Christi, TX ille Mr .I Wilm Coun, si ••u ou:, ° Park �-or•e E a s �r. o £ Ge• 9- Ben �a Elements Gy o mo Mar�g•u�erite Child ;� �?Garcia Par Development Center Garcia A • &E•ucati© Qgnw, al 0 orpus • ri i oli•e letic Elementary Z 1iu H_a• 't•ark � J•e Garza Pa moRGAN Za .-la -ni r -r �arci Family Health C-rater 0 0.5 1Miles Nearby Neighborhood Assets ✓ Adjacent CCRTA Bus Stops on 19t" St. (Route 21 —Arboleda) ✓ Adjacent Premier High School (Charter School) ✓ Adjacent St. Joseph's Catholic Church ✓ Antonio E. Garcia Arts & Education Center (5-minute walk) ✓ Antonio E. Garcia Park (5-minute walk) ✓ Marguerite Child Development Center (5-minute walk) ✓ Dr. Hector P. Garcia Memorial Family Health Center (10-minute walk) ✓ Neighborhood-serving commercial establishments along Agnes Street, S. Port Avenue, and Morgan Avenue (5 to 10-minute walk) Within a 20-minute walk: ✓ Ben Garza Park and Gymnasium: 15-minute walk, 5-minute bicycle ride ✓ Zavala Head Start: 15-minute walk, 5-minute bicycle ride ✓ Zavala Elementary School: 20-minute walk, 5-minute bicycle ride ✓ Zavala Senior Center: 20-minute walk, 5-minute bicycle ride City of Corpus Christi 5 of 8 EXHIBIT A ✓ Joe Garza Community Park and Recreation Center: 20-minute walk, 5-minute bicycle ride Within a 30-minute walk: ✓ George Evans Elementary School: 25-minute walk, 10-minute bicycle ride ✓ Driscoll Middle School: 35-minute walk, 10-minute bicycle ride ✓ Roy Miller High School: 25-minute walk, 10-minute bicycle ride ✓ City Hall: 25-minute walk, 10-minute bicycle ride Utilities All utilities are available within the area, the Corpus Christi Water (CCW) department is currently evaluating the existing system to identify any needed upgrades. Land Use/Right-of-Way/Public Utility Improvements The city will work with selected project sponsor/s on needed rezoning and zoning regulation adjustments, right-of-way closures, public utility improvements, and/or land costs to accommodate proposed project/s that meet the city's housing affordability and infill needs. Any city accommodations must align with commensurate public benefits, focused primarily on meeting local housing affordability and neighborhood stabilization needs. Area Demographics The Former Lamar Elementary School site and neighborhood lots are located within Nueces County's Census Tract 10. Below are select demographic and housing characteristics within this Census Tract. 2020 Decennial Census (Redistricting File) • Population: 2,751 • Hispanic or Latino: 2,391 • Households/Occupied Housing Units: 992 • Vacant Housing Units: 242 • Group Quarters Population: 85 (nursing/skilled nursing facility residents) 2021 American Community Survey (5-year Estimates) • Median Age: 34 years • Educational Attainment of Population age 25 and older: o Less than high school graduate: 42.5% o High school graduate (includes equivalency): 30.5% o Some college or associate's degree: 24.8% o Bachelor's degree: 1.6% o Graduate or professional degree: 0.6% • Average Household Size: 2.8 persons per household • Median Household Income: $22,220 • Household Tenure: 45% owner-occupied, 55% renter-occupied City of Corpus Christi 6 of 8 EXHIBIT A • Housing Characteristics: 78% 1-unit structures, 20% 2-or-more unit structures, 2% mobile homes and all other types of units. Affordable and Low-Income Housing Subsidies and incentives may be available for developments that include affordable and low- income housing. Subsidies and incentives are offered based on a variety of factors, including project scope, funding sources, and local, State, and Federal restrictions. SECTION II. LETTER OF INTEREST SUBMISSION Proposers must submit a Letter of Interest addressed to the Planning and Community Development Department located on the second floor of City Hall at 1201 Leopard Street Corpus Christi, Texas, 78401. Within the Letter of Interest, the proposer should provide the following information. Description of Entity and Experience — A description of the entity submitting the Letter of Interest must include, if not an individual, the name of all partners, corporate name(s), and dba(s) if applicable, and the pertinent address and telephone number, names and addresses of all investors, shareholders, and officers of the corporation. The description submitted by the purchaser/developer shall also provide the following information: ■ A clear statement of the purchaser/developer's interest in purchasing and redeveloping the space with potential ideas for its reuse —with specific lots identified. ■ A clear statement of the purchaser/developer's experience in purchasing and redeveloping space. ■ Experience (if any) working with the public sector. ■ Experience (if any) with delivering infill and or affordable housing products. ■ The estimated timeline for development from the date of acquisition. Submission of Letter of Interest Letters of Interest are due at the City of Corpus Christi Department of Planning and Community Development, City Hall, Corpus Christi, Texas 78401 no later than 5 pm on September 11, 2023. Inquiries Any inquiries related to this RFI must be submitted in writing, no later than five (5) days before the RFI deadline, to: Daniel McGinn Director of Planning and Community Development City of Corpus Christi 1201 Leopard Street Corpus Christi, Texas 78401 Email: Danielmc@cctexas.com Phone: (361) 826-1614 City of Corpus Christi 7 of 8 EXHIBIT A SECTION III. REVIEW OF LETTERS OF INTEREST Letters of Interest will be evaluated on a combination of the following: project or proposal ideas; experience, particularly regarding infill housing and affordable housing, supportive housing, and neighborhood investment projects; professional qualifications and expertise on similar housing and infill projects; approach to the planning/permitting process; and the ability to bring projects to a timely and successful conclusion. All Letters of Interest will be reviewed by representatives from the City Manager's Office. As this is a Request for Interest only, this Request may lead to one of the following outcomes: ■ A request for additional information from one or more respondents; ■ The issuance of a Request for Proposals (RFP) to one or more responders chosen as part of this Request; ■ The issuance of an RFP opened to all potential development teams; ■ Direct negotiations for sale/lease and redevelopment of the property with a development team selected as a result of this Request; ■ Termination of this process without selection of a development team or issuance of an RFP. Terms of this Request: this Request is not a request for competitive proposals and in no way obligates the City to enter into a relationship with any entity that responds, or limits or restricts the City's right to enter into a relationship with an entity that does not respond. In its sole discretion, the City may pursue discussion with one or more entities responding to this Request or none at all. City of Corpus Christi 8 of 8 Real Estate Sales Contract THE STATE OF TEXAS § KNOW ALL BY THESE PRESENTS COUNTY OF NUECES § This Contract is entered into by the City of Corpus Christi, a Texas home-rule municipality, with an address of 1201 Leopard Street, Corpus Christi, Nueces County, Texas 78401 ("Seller") and Thanksgiving Homes, a Texas Non-Profit Corporation with an address of 3701 Ayers St, Corpus Christi, TX 78415-4615 ("Buyer"). 1. Property. Seller, for the consideration and under the terms set out herein, agrees to convey to Buyer the following lots: 1) Lot 1 , Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 538 19th Street, 2) Lot 2, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near at 536 19th Street, 3) Lot 3, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 532 19th Street, 4) Lot 4, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 530 19th Street, 5) Lot 5, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 530 19th Street, 6) Lot 6, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 528 19th Street, 7) Lot 7, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 526 19th Street. 2. Purchase Price. The purchase price is $10.00 per lot and the development of each lot for low-income or moderate-income housing. The Buyer will construct low- income or moderate-income housing on each lot conveyed. For this agreement, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the properties per Texas Local Government Code 272.001(g). 3. Title Insurance. The Buyer, at Buyer's expense, may acquire a title insurance policy that guarantees good and indefeasible title to the Property, without exceptions to title other than the standard printed exceptions and exceptions permitted under this Contract, and that wholly insures and indemnifies Buyer against any title defects or adverse claims. 4. Property Taxes. The City of Corpus Christi, as the owner of this property, is exempt from local property taxes. Any taxes due after conveyance are the responsibility of the Buyer. 5. Special Warranty Deed. Seller will execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer must make the cash payment. 6. Reverter Clause. The Special Warranty Deed for all lots sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 7. Cost Recapture, Reverter, and Covenant Running with the Land Clause. The Special Warranty Deed for all lots sold shall include Cost Recapture, Reverter, and Covenant Running with the Land clause as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Page 2 of 8 Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254-1 or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115-1 and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 8. Non-Transferable. Prior to constructing a single-family dwelling for low-income or moderate-income housing outlined in this agreement, the Buyer shall not transfer the property described herein. Any attempt to do so shall be null and void, and the party responsible shall be liable for any resulting damages incurred by the other party. 9. Property Maintenance. Upon conveyance, Buyer shall maintain the described properties by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. Buyer shall not allow weeds or brush twelve inches or higher to grow on the described property. Additionally, the Buyer will keep the described properties free of litter and solid waste. Page 3 of 8 10. Closing. There shall be no formal closing for this transaction. Within 30 days of this Agreement's execution, Buyer will provide cash payment. Within 30 days of receipt of cash payment, Seller shall execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer will be responsible for recording the Special Warranty deed in the Real Property records of Nueces County. 11. Survives Closing. This Contract survives the Conveyance of the Property and the delivery of the Special Warranty Deed and other necessary documents by Seller to Buyer, and all terms and conditions remain in effect between Seller and Buyer. 12. Property Condition. A. Buyer acknowledges and agrees that Buyer is purchasing the property "AS-IS" "WHERE-IS" and "WITH ALL FAULTS" without any warranties, representations or guarantees, either expressed or implied, of any kind, nature or type whatsoever from or on behalf of seller. Without limiting the generality of the foregoing, Buyer acknowledges and agrees that Seller hereby expressly disclaims any and all implied warranties concerning the condition of the property and any portions thereof, including but not limited to environmental conditions, presence or absence of hazardous materials and implied warranties of habitability, merchantability or fitness for a particular purpose. B. Buyer acknowledges and agrees that BUYER HAS NOT RELIED, AND WILL NOT RELY, upon any representations or warranties (oral or written) made by, or purportedly made on behalf of, Seller unless such representations and warranties are expressly set forth in this Contract. C. Except as otherwise specifically provided in this Contract, Buyer agrees that no representation by or on behalf of Seller have been made to Buyer as to the condition of the Property, any restrictions related to the condition of the Property, any restrictions related to the development of the Property, the applicability of or compliance with any governmental requirements, including but not limited to environmental laws or the suitability of the Property for any purpose whatsoever. D. Buyer releases Seller from any claims it may have against the Seller now or in the future under the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C.A §§ 9601 et seq. as amended; the Resource Page 4 of 8 Conservation and Recover Act, 42 U.S.C.A. §§ 6901 et seq. as amended; the Texas Solid Waste Disposal Act, Tex. Health & Safety Code §§ 361 .001 et seq. as amended; any other analogous state or federal statute; and common law arising from the environmental conditions of the Property or the presence of hazardous substances, solid wastes, or any other pollutants or contaminants on the Property. 13. Broker's Commission. Seller and Buyer have not commissioned a Broker to represent their interests, and neither are responsible for any brokerage or real estate commissions in connection with this Contract. Any costs associated with services to either party are the responsibility of the party that contracted the services. 14. Essential. Time is of the essence in closing this transaction. 15. Effective Date. The effective date of this Real Estate Sales Contract is the date on which the Contract is signed by the Seller. 16. Governing Law and Venue. This Agreement is subject to all federal, State, and local laws, rules, and regulations. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 17. Supersedes previous agreements. This Contract constitutes the only agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Contract. 18. Counterparts: Multiple original copies of this contract may be executed, and the execution of this contract may be through the execution by the parties of separate counterparts. All of the original copies of this contract together shall constitute one agreement, binding on all of the parties hereto notwithstanding that the parties hereto may or may not be signatories to the same counterpart. Each of the undersigned parties authorizes the assembly of one or more original copies of this contract, such that each such original copy of this contract shall consist of (i) the body of this contract and (ii) counterpart signature pages and acknowledgment pages which collectively include all of the signatures and acknowledgments of the parties hereto. Each such contract shall constitute one original of this contract. 19. Assignment: Buyer shall not assign this Contract. Seller shall not assign this Contract. In the event an assignment is attempted, in violation of this Section, then Buyer's rights under this Contract shall automatically and immediately terminate without notice. 20. Breach of Contract. Buyer's failure to develop the conveyed parcels for low- income or moderate-income housing as defined herein constitutes a breach of Page 5 of 8 contract. Seller has all remedies in law for a breach of contract. 21 . Government Function. This Agreement is to perform a governmental function solely for the public benefit, and the City does not waive its immunity by entering into and performing its obligations under the Agreement. 22. Deed Amendment. Upon request from Buyer, Seller will file an amended Special Warranty Deed if Buyer has started construction of a single-family dwelling but will be unable to obtain a certificate of occupancy within 2 years of the conveyance. The amended Special Warranty Deed will provide an additional year to obtain a certificate of occupancy prior to reversion. Page 6 of 8 Seller City of Corpus Christi Jeff H. Edmonds, P.E., Director of Engineering Services THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Jeff H. Edmonds, P.E., Director of Engineering Services of the City of Corpus Christi, a Texas municipal corporation, on behalf of said corporation. Notary Public in and for the State of Texas APPROVED AS TO LEGAL FORM THIS DAY OF 202 Assistant City Attorney City Legal Department Page 7 of 8 Buyer Thanksgiving Homes. Gary Allsup, President and Chief Executive Officer THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Gary Allsup, President and Chief Executive Officer of Thanksgiving Homes. Notary Public in and for the State of Texas Page 8 of 8 OPTION FOR SALE OF REAL PROPERTY Whereas, Thanksgiving Homes. is a Texas Nonprofit Corporation exempt from federal taxation under Section 501(c)(3), Internal Revenue Code of 1986, as amended; Whereas, Thanksgiving Homes. has proposed property development of vacant lots near the Former Lamar Elementary School and; Whereas the City of Corpus Christi seeks to have property developed for low- and moderate-income households as a primary activity to promote the community-based revitalization of the City; Now, therefore, for and in consideration of $70 and property maintenance, the City of Corpus Christi, hereinafter referred to as "City," hereby grants to Thanksgiving Homes, hereinafter referred to as "Optionee," an exclusive right and option to purchase the following described properties: 1) Lot 27A, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 429 Marguerite Street; 2) Lot 29, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near at 503 18th Street; 3) Lot 30, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 505 18th Street; 4) Lot 31 and North 12.50 feet of Lot 32, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 507 18th Street; 5) Lot 35, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 515 18th Street; 6) Lot 36, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 517 18th Street; 7) Lots 37 and 38 Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, less a triangular-shaped portion of Lot 38 conveyed to the City of Corpus Christi, TX by Warranty Deed dated March 4, 1986, from Robert R. Leon, Jr. and Cynthia M. Leon, recorded at File No. 481924, Volume 2005, Page 144, Deed Records of Nueces County, Texas, located at or near 519 18th Street. Section 1. Property Maintenance The Optionee shall maintain the described properties herein by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. The Optionee shall not allow weeds or brush twelve 1 inches or higher to grow on the described properties. Additionally, the Optionee will keep the described properties free of litter and solid waste. If such property is not maintained, the City will send notice to the Optionee of this failure. The City may cancel this Option Contract if the Optionee does not cure the failure within 30 days of receiving the notice from the City. Section 2. Option Period The option to purchase the property, hereinafter referred to as the "Option," shall commence upon the final execution of this contract and will expire on June 30, 2026, without notice to the Optionee. This option may only be exercised by Optionee after the construction of single-family dwellings on Lots 1-7 Jasmin Addition Subdivision, located at or near 526 19th Street., 528 19th Street, 530 19th Street, 532 19th Street, 536 19th Street, and 538 19th Street. Upon request from the Optionee, the City may extend the option an additional year if the city has granted an extension to obtain a certificate of occupancy for a single-family dwelling. Section 3. Purchase Price The purchase price for the above-described properties is $10 per lot. The consideration paid herein shall be applied against the purchase price. Consideration also includes the use of the property for low-income and moderate-income housing, with low-income and moderate-income housing being defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 4. Forfeiture of Consideration If the Optionee fails to exercise this Option before its expiration or the City terminates for failure to maintain the property, the City will retain the consideration paid herein. Section 5. Reverter Clause The Special Warranty Deed of all lots to be sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price 2 Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 6. Cost Recapture, Reverter Clause, and Covenant Running with the Land Except for Lots 32 and 38, Jasmin Addition, the Special Warranty Deed of all lots to be sold shall include Cost Recapture, Reverter Clause, and Covenant Running with the Land as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254; or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the 3 U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115; and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 7. Notice of Option's Exercise The Optionee's election to exercise this Option shall be by executing and delivering to the City the attached Real Estate Sales Contract on or before the expiration date hereof. Upon delivery of said executed sales contract, the City shall forthwith execute the same within thirty days. Section 8. Assignability of Option Optionee shall not assign the Option. In the event an assignment is attempted in violation of this Section, then Optionees' rights under this Option Contract shall automatically and immediately terminate without notice. Section 9. Notice Unless otherwise provided herein, any notice, tender, or delivery to be given hereunder by either party to the other may be effected by personal delivery in writing or by registered or certified mail, postage prepaid, return receipt requested, and shall be deemed received as of actual receipt or three business days from mailing, whichever is earlier. Mailed notices shall be addressed as set forth below, but each party may change his or her address by written notice in accordance with this Section. To the City: City of Corpus Christi Attn: Director of Planning and Community Development P.O. Box 9277 Corpus Christi, TX 78469-9277 To the Optionee: Thanksgiving Homes. Attn: 3701 Ayers St Corpus Christi, TX 78415-4615 4 Section 10. Binding Effect This Option shall be binding on the City and shall inure to the benefit of Optionee. Remainder of page intentionally left blank; signature page to follow. 5 Executed this day of at County, Texas. Optionee Gary Allsup, President and Chief Executive Officer Date Thanksgiving Homes 3701 Ayers St Corpus Christi, TX 78415-4615 City Peter Zanoni, City Manager Date City of Corpus Christi P.O. Box 9277 Corpus Christi, Texas 78469 APPROVED AS TO FORM: Deputy City Attorney Buck Brice 6 Real Estate Sales Contract THE STATE OF TEXAS § KNOW ALL BY THESE PRESENTS COUNTY OF NUECES § This Contract is entered into by the City of Corpus Christi, a Texas home-rule municipality, with an address of 1201 Leopard Street, Corpus Christi, Nueces County, Texas 78401 ("Seller"), and Thanksgiving Homes, a Texas Nonprofit Corporation with an address of 3701 Ayers St, Corpus Christi, TX 78415-4615 ("Buyer"). 1. Property. Seller, for the consideration and under the terms set out herein, agrees to convey to Buyer the following lots: 1) Lot 27A, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 429 Marguerite Street; 2) Lot 29, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near at 503 18th Street; 3) Lot 30, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 505 18th Street; 4) Lot 31 and North 12.50 feet of Lot 32, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 507 18th Street; 5) Lot 35, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 515 18th Street; 6) Lot 36, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 517 18th Street; 7) Lots 37 and 38 Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, less a triangular-shaped portion of Lot 38 conveyed to the City of Corpus Christi, TX by Warranty Deed dated March 4, 1986, from Robert R. Leon, Jr. and Cynthia M. Leon, recorded at File No. 481924, Volume 2005, Page 144, Deed Records of Nueces County, Texas, located at or near 519 18th Street. 2. Purchase Price. The purchase price is $10.00 per lot and the development of each lot for low-income or moderate-income housing. The Buyer will construct low- income or moderate-income housing on each lot conveyed. For this agreement, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent forthe Corpus Christi MSA established and published Page 1 annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the properties per Texas Local Government Code 272.001(g). 3. Title Insurance. The Buyer, at Buyer's expense, may acquire a title insurance policy that guarantees good and indefeasible title to the Property, without exceptions to title other than the standard printed exceptions and exceptions permitted under this Contract, and that wholly insures and indemnifies Buyer against any title defects or adverse claims. 4. Property Taxes. The City of Corpus Christi, as the owner of this property, is exempt from local property taxes. Any taxes due after conveyance are the responsibility of the Buyer. 5. Special Warranty Deed. Seller will execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer must make the cash payment. 6. Reverter Clause. The Special Warranty Deed for all lots sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 7. Cost Recapture, Reverter, and Covenant Running with the Land Clause. Except for Lots 32 and 38, Jasmin Addition, the Special Warranty Deed for all lots sold shall include Cost Recapture, Reverter, and Covenant Running with the Land clause as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is Page 2 sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254-1 or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115-1 and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401 . The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 8. Non-Transferable. Prior to constructing a single-family dwelling for low-income or moderate-income housing outlined in this agreement, the Buyer shall not transfer the property described herein. Any attempt to do so shall be null and void, and the party responsible shall be liable for any resulting damages incurred by the other party. 9. Property Maintenance. Upon conveyance, Buyer shall maintain the described Page 3 properties by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. Buyer shall not allow weeds or brush twelve inches or higher to grow on the described property. Additionally, the Buyer will keep the described properties free of litter and solid waste. 10. Closing. There shall be no formal closing for this transaction. Within 30 days of this Agreement's execution, Buyer will provide cash payment. Within 30 days of receipt of cash payment, Seller shall execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer will be responsible for recording the Special Warranty deed in the Real Property records of Nueces County. 11 . Survives Closing. This Contract survives the Conveyance of the Property and the delivery of the Special Warranty Deed and other necessary documents by Seller to Buyer, and all terms and conditions remain in effect between Seller and Buyer. 12. Property Condition. A. Buyer acknowledges and agrees that Buyer is purchasing the property "AS-IS" "WHERE-IS" and "WITH ALL FAULTS" without any warranties, representations or guarantees, either expressed or implied, of any kind, nature or type whatsoever from or on behalf of seller. Without limiting the generality of the foregoing, Buyer acknowledges and agrees that Seller hereby expressly disclaims any and all implied warranties concerning the condition of the property and any portions thereof, including but not limited to environmental conditions, presence or absence of hazardous materials and implied warranties of habitability, merchantability or fitness for a particular purpose. B. Buyer acknowledges and agrees that BUYER HAS NOT RELIED, AND WILL NOT RELY, upon any representations or warranties (oral or written) made by, or purportedly made on behalf of, Seller unless such representations and warranties are expressly set forth in this Contract. C. Except as otherwise specifically provided in this Contract, Buyer agrees that no representation by or on behalf of Seller have been made to Buyer as to the condition of the Property, any restrictions related to the condition of the Property, any restrictions related to the development of the Property, the applicability of or compliance with any governmental requirements, including but not limited to environmental laws or the suitability of the Property for any purpose whatsoever. Page 4 D. Buyer releases Seller from any claims it may have against the Seller now or in the future under the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C.A §§ 9601 et seq. as amended; the Resource Conservation and Recover Act, 42 U.S.C.A. §§ 6901 et seq. as amended; the Texas Solid Waste Disposal Act, Tex. Health & Safety Code §§ 361 .001 et seq. as amended; any other analogous state or federal statute; and common law arising from the environmental conditions of the Property or the presence of hazardous substances, solid wastes, or any other pollutants or contaminants on the Property. 13. Broker's Commission. Seller and Buyer have not commissioned a Broker to represent their interests, and neither are responsible for any brokerage or real estate commissions in connection with this Contract. Any costs associated with services to either party are the responsibility of the party that contracted the services. 14. Essential. Time is of the essence in closing this transaction. 15. Effective Date. The effective date of this Real Estate Sales Contract is the date on which the Contract is signed by the Seller. 16. Governing Law and Venue. This Agreement is subject to all federal, State, and local laws, rules, and regulations. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 17. Supersedes previous agreements. This Contract constitutes the only agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Contract. 18. Counterparts: Multiple original copies of this contract may be executed, and the execution of this contract may be through the execution by the parties of separate counterparts. All of the original copies of this contract together shall constitute one agreement, binding on all of the parties hereto notwithstanding that the parties hereto may or may not be signatories to the same counterpart. Each of the undersigned parties authorizes the assembly of one or more original copies of this contract, such that each such original copy of this contract shall consist of (i) the body of this contract and (ii) counterpart signature pages and acknowledgment pages which collectively include all of the signatures and acknowledgments of the parties hereto. Each such contract shall constitute one original of this contract. 19. Assignment: Buyer shall not assign this Contract. Seller shall not assign this Contract. In the event an assignment is attempted, in violation of this Section, then Page 5 Buyer's rights under this Contract shall automatically and immediately terminate without notice. 20. Breach of Contract. Buyer's failure to develop the conveyed parcels for low- income or moderate-income housing as defined herein constitutes a breach of contract. Seller has all remedies in law for a breach of contract. 21 . Government Function. This Agreement is to perform a governmental function solely for the public benefit, and the City does not waive its immunity by entering into and performing its obligations under the Agreement. 22. Deed Amendment. Upon request from Buyer, Seller will file an amended Special Warranty Deed if Buyer has started construction of a single-family dwelling but will be unable to obtain a certificate of occupancy within 2 years of the conveyance. The amended Special Warranty Deed will provide an additional year to obtain a certificate of occupancy prior to reversion. Page 6 Seller City of Corpus Christi Jeff H. Edmonds, P.E., Director of Engineering Services THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Jeff H. Edmonds, P.E., Director of Engineering Services of the City of Corpus Christi, a Texas municipal corporation, on behalf of said corporation. Notary Public in and for the State of Texas APPROVED AS TO LEGAL FORM THIS DAY OF 202 Assistant City Attorney City Legal Department Page 7 Buyer Thanksgiving Homes. Gary Allsup, President and Chief Executive Officer THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Gary Allsup, President and Chief Executive Officer of Thanksgiving Homes. Notary Public in and for the State of Texas Page 8 �.Wi• it I � r�A r 406 1. ••. r•a��! • •off "•r1 a...►� - - - - i A„e. • ..�9 �14 APPRAISAL r- • s w . � 4.y�� • ..r Vie, Y �►J M ■ f � � I •... rr •'mow I 1 i a•� y N r f ' r REPORT 1 1 1 , • • th Street, Corpus NuecesCounty, Texas -.0. . . ............... CLIENT lowerypa.com April 26, 2024 Bobby Harraid, Jr. City of Corpus Christi Property& Land Acquisition Manager 1201 Leopard Street, Corpus Christi,Texas 78469-9277 VACANT LAND 536 19'"Street, Corpus Christi, Nueces County,Texas In accordance with your request and authorization,we have completed an Appraisal Report of the captioned property for the purpose of developing an opinion of the market value of the subject property. It is our intent to comply with 12 CFR, Subpart C -Subsection 34.42(g), Department of the Treasury, Office of the Comptroller of the Currency, as well as the Uniform Standards of Professional Appraisal Practice (USPAP) and FIRREA. It should be noted that the undersigned have experience in appraising properties considered similar to the subject, in the subject market area, and therefore comply with the Competency Rule as outlined in USPAP. The following report, plus the Addenda, sets forth our findings and conclusions. Maps, plats and photographs that are considered essential to explain the reasoning followed in making the appraisal have been included and the conclusions are expressed therein.Also, no hazardous materials orwaste were noted upon inspection of the subject property.Please refer to the Basic Assumptions and Limiting Conditions section of this report. USPAP Standards Rule 1-2(h) states that an appraiser must identify the scope of work necessary to complete an assignment.The scope of work is acceptable when it is consistent with: (1) the expectations of participants in the market for the same or similar appraisal services; and (2) what the appraiser's peers' actions would be in performing the same or similar assignment in compliance with USPAP. In the case of the subject property, both of these USPAP criteria have been met. NOTEWORTHY POINTS ■ The subject property is a 0.0733-acre (3,192 SF) vacant tract of land. ■ The subject is neither under contract of sale, nor is it listed for sale on the open market. ■ The Sales Approach was fully developed herein.The Income and Cost Approaches to value were omitted and not considered necessary for credible assignment results. The Cost Approach was not considered to be applicable due to the lack of improvements located on the subject site which contribute value. The Income Approach was not considered to be applicable due to the subject as a non-income producing piece of land. The omission of the Income and Cost Approaches to value are not considered to, in any way, reduce the reliability of the value conclusions herein. The appraisal, subject to the assumptions and limiting conditions as expressed herein and conducted according to the Uniform Standards of Professional Appraisal Practice, led us to develop an opinion of market value as follows: VALUE CONCLUSION Status Interest Date Value As Is Fee Simple April 16,2024 $16,000 Support and explanation for our value conclusion is explained in detail in the contents of the attached report. It has been a pleasure to assist you, and if we can be of service to you in the future, please let us know. Lowery Property Advisors, LLC MARIO CARO,MAI,AI-GRS,SR/WA BRIAN BORMANN Texas State Certified General Real Estate Appraiser Texas State Certified General Real Estate Appraiser Certificate No.TX1334889-G Certificate No.TX1381102-G mario@lowerypa.com brian@lowerypa.com BENJAMIN SAUNDERS JEFFREY K.WALTERS Texas State Certified General Real Estate Appraiser Texas State Certified General Real Estate Appraiser Certificate No.TX1381348-G Certificate No.TX1380924-G bsaunders@lowerypa.com jeff@lowerypa.com CONTENTS SALIENTDATA................................................................................................................................................................... 1 SUBJECTPHOTOS ............................................................................................................................................................. 2 INTRODUCTION ................................................................................................................................................................4 SCOPEOF WORK............................................................................................................................................................. 5 REGIONAL......................................................................................................................................................................... 6 NEIGHBORHOOD........................................................................................................................................................... 10 DEMOGRAPHICS............................................................................................................................................................ 16 ECONOMICUPDATE...................................................................................................................................................... 20 SITEDESCRIPTION........................................................................................................................................................... 27 PROPERTYHISTORY ........................................................................................................................................................33 REALESTATE TAXES.........................................................................................................................................................34 HIGHEST & BEST USE .......................................................................................................................................................35 LANDVALUATION..........................................................................................................................................................37 MARKETING / EXPOSURE TIME ...................................................................................................................................... 47 ASSUMPTIONS & LIMITING CONDITIONS......................................................................................................................48 CERTIFICATION............................................................................................................................................................... 50 ADDENDUM.................................................................................................................................................................... 51 SALIENT DATA CORPUS CHRISTI•TEXAS VACANT LAND SALIENT DATA GENERAL Date of Valuation April 16, 2024"As Is" Date of Inspection April 16, 2024 Property Rights Appraised Fee Simple SITE Location The subject property is located along the east side of 19th Street,just north of Mary Street. The address associated with the subject property is 536 19th Street, Corpus Christi, Nueces County, Texas. Site Description Per the Nueces County Appraisal District, the subject site is a 0.0733- acre (3,192 SF) tract of vacant land. The site is generally rectangular in shape with generally level topography.The property is not located in a designated flood plain. Reader is referred to the Site Description section for further details. Legal Description Lot 2, Jasmin Addition, City of Corpus Christi, Nueces County, Texas Zoning "RS-6" -Single-Family 6 District IMPROVEMENTS General Description The subject site is currently vacant land with no improvements. HIGHEST & BEST USE As Vacant Residential development PA 2024.04.139 PAGE 1 SUBJECT PHOTOS CORPUS CHRISTI•TEXAS VACANT LAND SUBJECT PHOTOS =d: AK I _ " 1, LPA 2024.04.139 PAGE 2 � 4g► N w;. 973 2 N Marguerite St 425 M' .• .- k r M-y St F.t,rry St p _- rrAftn »: G ' � t 4 •- �' -a ■ ■ Morris M rr - ■ St Joseph School - ,,:,� re pa it rlo:e ` .ci3 St Juseph:s I Catholic Church r■a, pI �v+mommmmmwww+f ■ �, �I _ i a. pia i 6 ' INTRODUCTION CORPUS CHRISTI•TEXAS VACANT LAND INTRODUCTION This is an Appraisal Report, which is intended to comply with the reporting requirements set forth under Standards Rule 2-2(a) of the Uniform Standards of Professional Appraisal Practice for an Appraisal Report. Supporting documentation concerning the data, reasoning and analyses is retained in the appraiser's file. The depth of discussion contained in this report is specific to the needs of the client and for the intended use stated below. The appraiser is not responsible for unauthorized use of this report. Furthermore, as agreed upon with the client prior to the preparation of this appraisal, this is an appraisal as set forth by USPAP. TYPE OF VALUE The value definition employed in this report is Market Value as defined in 12 CFR - Part 34.44 (FIRREA), Department of the Treasury, Office of the Comptroller of the Currency. Market value means the most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: ■ Buyer and seller are typically motivated; ■ Both parties are well informed or well advised,and acting in what they consider their own best interests; ■ A reasonable time is allowed for exposure in the open market; ■ Payment is made in terms of cash in US dollars or in terms of financial arrangements comparable thereto; and ■ The price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale. Intended Use Internal Management Decisions Intended Users City of Corpus Christi Client City of Corpus Christi Interest Valued Fee Simple Date of Valuation April 16, 2024 "As Is" Date of Inspection April 16, 2024 Date of Report April 26, 2024 PA 2024.04.139 PAGE 4 SCOPE OF WORK CORPUS CHRISTI•TEXAS VACANT LAND SCOPE OF WORK The scope of the assignment relates to the extent and manner in which research is conducted, data is gathered and analysis is applied. In preparing this appraisal, the appraisers did the following: ■ Inspected the subject property; ■ Search the applicable market area for comparable market data. We utilized multiple sources including but not limited to: Costar, Loopnet, area brokers, local MLS, as well as our proprietary database. ■ Interviewed landowners and local brokers familiar with the subject area and considered their insight of the current market and transactions; ■ Obtained information from surrounding counties and area jurisdictions regarding zoning, taxes, property history, flood plain, utilities, etc. ■ Developed an opinion of the market value via the Sales Approach. The inclusion or exclusion of approaches to value was determined by LPA and not our client. ■ The Sales Approach was fully developed herein. The Income and Cost Approaches to value were not considered necessary for credible assignment results. The omission of the Income and Cost Approaches to value are not considered to, in any way, reduce the reliability of the value conclusions herein. The Cost Approach was not considered to be applicable due to the lack of improvements located on the subject site. The Income Approach was not considered to be applicable due to the subject as a non-income producing piece of land. ■ To develop the opinion of value, the appraiser performed an appraisal process, as defined by the Uniform Standards of Professional Appraisal Practice. Extraordinary Assumptions & Hypothetical Conditions It is emphasized that per USPAP, "the use of extraordinary assumptions and or hypothetical conditions may have affected assignment results." These terms are defined as follows: Extraordinary Assumption, "an assignment-specific assumption as of the effective date regarding uncertain information used in an analysis which, if found to be false, could alter the appraiser's opinions or conclusions." This report is made with the following extraordinary assumption(s): ■ None Hypothetical Condition, "a condition, directly related to a specific assignment, which is contrary to what is known by the appraiser to exist on the effective date of the assignment results, but is used for the purpose of analysis." This report is made with the following hypothetical condition(s): ■ None LPA 2024.04.139 PAGE 5 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND REGIONAL The subject is located in the Corpus Christi Metropolitan Statistical Area (MSA) which is located on the Texas Gulf Coast, approximately midway between Houston and the Mexican border. It is 200 miles southwest of Houston, 200 miles south of Austin, 130 miles southeast of San Antonio and 130 miles north of the Mexican border.The MSA covers three counties-Aransas, Nueces, and San Patricio. I)ALI ti .il iD I"- 6} "a _.. rxKe eer ''"I" raemercsT caerwscrielsa 4��' Corpus ChrlSiltang y4 s 'g Roue Dun LPA 2024.04.139 PAGE 6 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND DEMOGRAPHICS According to Esri, the 2021 population estimate of the Corpus Christi Metropolitan Area is 442,600, making it the 7th largest metropolitan area in the Texas. Based on that estimate, the area gained approximately 5,300 new residents between 2020 and 2021.The main industries of the area include military, oil production, shipping, and construction. Leisure and hospitality industries are also important to the area, as the coast attracts many tourists. ECONOMICS Corpus Christi MSA Corpus Christi's economy has paused in recent months, with job growth slowing nearly to a halt. Professional services and government have been especially weak, declining since August. However, core manufacturing is advancing a bit faster than most other industries. The unemployment rate has been relatively steady in the range of 4.5%, more than 0.5 percentage point higher than the national rate. The labor force has stopped rising in recent months after gaining earlier in 2023, but it remains above where it was in early 2020. Housing market data have been mixed. Manufacturing was weak in 2023, but the chances of a rebound in 2024 are beginning to improve. Petrochemical refining as well as equipment and supplies related to drilling makes up the bulk of local production. From the peak in March 2022 through mid-2023, oil prices fell by approximately $50 per barrel, setting in motion a decline in Texas' active drill rigs throughout 2023. The subsequent price gyrations only added to uncertainty, further subduing exploration. On the positive side, exploration companies have been able to boost production of existing wells via improvements in productivity. The forecast is for West Texas Intermediate to rise back into the mid-$80 per barrel range this year, the expectation is that once companies are confident prices will remain elevated, the industry will revive. Separately, in early 2023, Tesla began constructing a lithium-refining facility near Corpus Christi that will support the production of batteries for electric vehicles. The company projects that the plant will be operational in 2024, initially resulting in a few hundred permanent jobs. In the meantime, the facility's construction is adding an additional 500 or more jobs. The logistics industry should continue the recovery that began toward the end of 2023 following a decline through most of the year. One factor behind the recovery is that the Port of Corpus Christi Ship Channel is working on an expansion after receiving federal funding at the end of 2022. Completion is expected this year, resulting in a wider and deeper port better able to accommodate rising export flows of energy and agricultural products. Further, Cheniere is planning a 12 million-ton per year expansion of its local natural gas liquefaction facility. A driver of this activity has been Russia's invasion of Ukraine, which led European and other natural gas importers to seek alternative sources of supply. As a result, in 2022, the U.S. became the world's second-largest exporter after Qatar. LPA 2024.04.139 PAGE 7 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND Residential construction rebounded modestly from its sharp contraction in 2022, but still-elevated mortgage rates will limit further gains in 2024. After house prices fell in the first half of 2023, prices have begun to rise moderately. But demographics will curb gains in housing in the longer term. In particular, there has been no population growth in recent years. One reason is that because the number of high-wage jobs is only half the national share, out-migration occurs as workers search for better jobs elsewhere.Another constraint is that the number of adults with a bachelor's degree is only two-thirds the national share, limiting the metro area's attractiveness for employers considering relocation. Strengths ■ Port of Corpus Christi expansions lead to growth in exports. ■ Rising demand for LNG boosts the distribution industry. Weaknesses ■ Lack of well-paying jobs accelerates outmigration as residents relocate to larger metro areas such as Dallas and Houston. ■ Uncertainty surrounding oil prices causes oil companies to hold back on investment. 2019 2020 2021 2022 2023 INDICATORS 2024 2025 2026 2027 2028 26.8 25.5 27.7 26.8 27.3 Gross metro product (C12$bil) 28.2 28.8 29.6 30.4 31.3 0.4 -5.1 8.5 -3.0 1.8 %change 3.2 2.2 2.6 2.9 3.0 193.9 181.3 183.9 190.3 194.8 Total employment (ths) 197.5 199.5 201.0 202.4 203.9 0.3 -6.5 1.4 3.5 2.4 %change 1.4 1.0 0.8 0.7 0.7 4.3 9.1 7.1 4.9 4.5 Unemployment rate (%) 4.2 4.2 4.2 4.1 4.1 6.0 4.7 10.5 2.2 6.7 Personal income growth (%) 4.4 4.4 4.4 4.5 4.5 55.5 57.3 58.9 61.4 64.0 Median household income ($ths) 66.1 68.3 70.7 73.3 75.9 445.7 446.0 447.8 451.4 455.1 Population (ths) 458.2 460.9 463.5 466.1 468.6 -0.2 0.1 0.4 0.8 0.8 %change 0.7 0.6 0.6 0.6 0.6 -2.5 -0.6 1.7 3.2 2.6 Net migration (ths) 1.9 1.7 1.6 1.7 1.8 1842.0 1819.0 2423.0 2092.0 1894.4 Single-family permits (#) 1377.1 1484.9 1600.5 1599.4 1571.2 214.0 277.0 366.0 5.0 67.8 Multifamily permits (#) 451.0 442.0 472.4 494.0 484.1 3.0 4.6 12.0 14.3 3.0 FHFA house price (1995Q1=100) 1.4 -0.9 -0.1 1.1 2.1 Moodys Analytics PA 2024.04.139 PAGE 8 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND MAJOR ATTRACTIONS Corpus Christi is a popular tourist destination because of its mild climate and location. It is the most frequented vacation destination in Texas with 10.61 million annual visitors.Most visitors are the traditional summer beach visitors and "Winter Texans" which pump an estimated$1.35 billion annually into the local economy. Corpus Christi convention activity is focused in the area at the north end of Shoreline Boulevard near the Harbor Bridge. The American Bank Center Convention Center events support a number of hotels in the downtown Bay Front area.The center(located at 1901 N.Shoreline Boulevard-north of IH 37 and east of US 181) opened in late 2004 and features a 2,526-seat auditorium, a sports arena seating 10,500 and meeting and exhibition space. The sports arena is home to Corpus Christi's Ice-rays hockey team and the Texas A&M - Corpus Christi University basketball teams. Whataburger Field is home to the Corpus Christi Hooks, the Double-A affiliate of the Houston Astros. TRANSPORTATION Corpus Christi International Airport The Corpus Christi International airport serves the coastal bend of Texas.The four airlines that serve CCIA are American, Southwest, and United Airlines. These airlines provide direct flights to both airports in Houston as well as in Dallas. Port of Corpus Christi The Intracoastal Waterway and the Port of Corpus Christi make Corpus Christi a major transportation and bulk cargo center. The port is the 8th largest in the nation in terms of annual tonnage and is located mid-way along the Texas coast on the Gulf of Mexico (approximately 150 miles north of the United States/Mexico border) just north of IH 37 and the Central Business District (CBD). Low-cost barge transportation is available on this 1,177-mile waterway that links Corpus Christi with 9,812 miles of commercially navigable waterways in the mid-continent regions of the Mississippi River and its tributary systems as well as 2,500 miles of waterway along the Gulf of Mexico. The Texas Department of Transportation The main thoroughfares that serve the area are I-37,which provides easy access to San Antonio, State Highway 35, which connects the area to Houston, and US Highway 77, which connects 7n� the area to the Rio Grande Valley. Other important roadways include State Highways 358 and 361, which connect the city to Padre Island. CONCLUSION Corpus Christi will improve slowly in 2024 as the energy and distribution industries recover. Longer term, weak population growth and other structural factors will constrain growth. PA 2024.04.139 PAGE 9 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND NEIGHBORHOOD A neighborhood is typically a segment of a community, city or town which is a homogeneous grouping of individuals, buildings or business enterprises within the larger community. A neighborhood has three stages of life and possibly a fourth. They are (1) integration (the development stage), (2) equilibrium (the static stage), (3) disintegration (the declining or decaying stage), and possibly (4) a redevelopment or rejuvenation state or period and continuance of the neighborhood life cycle. o 0 0 0 ©Mea nsville Cemetery 0 Doyle 11 UFO P Posit.Cemeteryq /fake Park H-E_B. Duth Park Asa ANNAVILLE (yw� 164I • `\\ 0 4 North Beacl/ Texas State Aquarium oJBorchard _ nal Fairgrounds .......n - � C,Or u iiChrl5tl f � SUBJECT i' CF=�- Violet O 'C © Cole Park CENTRAL tIiY A Corpus Christi r 0 International 0 O Airport he Home pot' 0 ® �.MOLINA 0 3a ®4 (�'�.Driscaf Chtldref Memory `�Hoepita'' Gardens Funeral Home &Cemetery P L5? yes 0 .:r Un Tet o I 0 Carpus Christi Gun Clubv H-E-B® � Sams Club BAY ARE v Tierra Grande L� F431 souTn AIDE Petronila Lam'= (J 0 (2_g South Texas 01 Botanical W Gardens& Pre Modern American Cheer Nature Center 777 O O C O n r LPA 2024.04.139 PAGE 10 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND • LOCATION The subject property is located in the City of Corpus Christi, Nueces County, Texas.The subject neighborhood is best defined by use patterns, as well as the location of major thoroughfares and natural boundaries. Neighborhood boundaries are generally defined as the city limits of Corpus Christi. GENERAL INFO Corpus Christi is a coastal city in the South Texas region, which is 130 miles southeast of San Antonio. Corpus Christi has a population of 327,423 people with a median age of 35.7 and a median household income of $57,387. Between 2016 and 2021 the population of Corpus Christi grew from 325,734 to 327,423, a 0.52% increase and its median household income grew from $54,344 to $57,387, a 5.60% increase. This city is home to a number of popular destinations for both tourist and residents. Most of the local economy is driven by tourism and the oil and petrochemicals industry.The city's location provides opportunities for water sports and nature tourism. Some of the most visited attractions are located on North Beach, where the Texas State Aquarium and the USS Lexington Museum on the Bay are located. The Port of Corpus Christi, which is the fifth largest U.S. Port and deepest inshore port on the Gulf of Mexico, handles mostly oil and agricultural products. Corpus Christi is home to several institutions of higher learning such as Texas A&M University-Corpus Christi, De Mar College, and numerous vocational schools. The city has six school districts which provide primary and secondary education for residents. The market area is a combination of vacant land, single-family residential, retail, multifamily, office and industrial uses. Retail/commercial development is primarily located along major thoroughfares such as SH 358(South Padre Island Drive). Residential uses are located on secondary thoroughfares. PA 2024.04.139 PAGE 1 1 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND CORPUS CHRISTI DOWNTOWN Corpus Christi's Downtown/Bayfront area has great hotels, some of the city's finest dining options, a marina and museums. The Marina Arts District in downtown features excellent eateries, art, original music and festivals. The Sports, Entertainment and Arts District (SEA District) is located at the southern edge of the Corpus Christi Ship Channel.The SEA District includes the Museum of South Texas, the Corpus Christi Museum of Science and History, Concrete Street Amphitheater and Hurricane Alley Waterpark. Whataburger Field, home to the Corpus Christi Hooks (Double-A affiliate of the Houston Astros), is also located in the SEA District. McGee Beach is located on the downtown seawall and offers a beach that is perfect for children and fishing along the jetties. The Mirador de la Flor is located on the Corpus Christi Bayfront Seawall which is located at the Peoples Street T-Head and is popular among tourists. Selena Quintanilla Perez was an 'r,l� acclaimed Tejano singer born in Corpus Christi whose life and music touched the community and many people around the :` w world. The life size-bronze statue was sculpted by H.W. "Buddy" _ Tatum, awell-known Corpus Christi artist. MM Established in 1923, the Corpus Christi Yacht Club is located in Downtown Corpus Christi along Coopers Alley.The two-story private club is equipped with a full-service restaurant/bar and outdoor pool which hosts various events such as weddings, luncheons, and social �- gatherings. The Yacht Club regularly hosts regattas and offers a learn-to-sail program to both members and non-members between ages 6-18. This allows students to learn about water safety, rigging techniques, sailing skills, knots, and weather before venturing outside of the club's marina by the end of season. LPA 2024.04.139 PAGE 12 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND NAVAL AIR STATION CORPUS CHISTI NAS Corpus Christi was commissioned on March 12, 1941 after a board found that a lack of training facilities capable of .- meeting an emergency demand for pilots constituted a grave situation. NAS CC provided intermediate flight training in World War II, training naval pilots to fly SNJ, SNV, SNB, OS2U, PBY, and N3N airplanes. In 1944 it was the largest naval aviation training facility in the world. The facility covered 20,000 acres, had 997 hangars, shops, barracks, warehouse and accessory buildings. Today, Training Air Wing FOUR produces approximately 400 newly qualified aviators each year via the "Maritime Pipeline" for shore-based US Navy, US Marine Corps and US Coast Guard fixed—wing jet and turboprop aircraft. Training Air Wing FOUR consists of four squadrons which handle training in the T-613 Texan II, a single engine turboprop aircraft and advanced training in the twin engine T-44C Pegasus aircraft. NAS Corpus Christi is also home to the Corpus Christi Army Depot, the largest helicopter repair facility in the world. NORTH BEACH DEVELOPMENTS North Beach is the home of Corpus Christi's top tourist attractions - The USS Lexington Museum and the Texas State Aquarium,which both attract approximately 800,000 visitors annually.The USS Lexington Museum is a World War II vintage aircraft carrier that now services as a naval aviation museum and educational facility. Commissioned in 1943, the carrier served the United States longer and set more records than any other carrier in the history of naval aviation. The Texas State Aquarium mission is to engage people with animals, inspire appreciation for our seas and support wildlife conservation. North Beach offers a good variety of places to eat and drink and awesome bayfront views, a 1.5-mile-long sandy beach, and Concrete Beachwalk. Two fishing jetties are located on North Beach at the north and south ends. In 2017, Frazier started planning Lighthouse Pointe, a $25 million project at the tip of North Beach on the west side of U.S. Highway 181, across from the subject property.The complex will feature 159 luxury + rs one, two, and tree-bedroom apartment _ units, eight townhomes, a marina, spa, restaurant, chapel and a 136-foot Texas lighthouse.As of June 2022,the construction is still on going and is expected to be complete before the end of 2022. PA 2024.04.139 PAGE 13 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND ACCESS Access to the subject neighborhood is considered good due to its close proximity to U.S. Highway 181 to the west. U.S. Highway 181 originates in downtown Corpus Christi and connects Corpus Christi to Portland and extends far northwest to San Antonio. Interstate 37 is to the south of the subject which provides a direct link to both Interstate Highway 35 and Interstate Highway 10 in San Antonio. Interstate 69E/ US Highway 77 connects the city to Brownsville to the south and Victoria and Waco to the north. Texas State Highway 44 is a main thoroughfare that connects Corpus Christi to Laredo and the western part of South Texas by way of Interstate 69W / US Highway 59, Interstate 35, and US Highway 83. The inner-city public transportation is provided by Corpus Christi Regional Transportation Authority with its bus route. Other primary thoroughfares include Highway 286 (Crosstown Expressway) and Highway 358 (South Padre Island Drive). UTILITIES The majority of the city of Corpus Christi is adequately served by all the typical utilities, including water, sewer, electric service, natural gas, septic and public telephone. Major utility companies servicing the neighborhood include the City of Corpus Christi and TXU Electric Company. NUISANCES & HAZARDS Nuisances and hazards are limited in the subject neighborhood. Vibration, smoke, smog, odors and intense noise are basically related to vehicular traffic along the major thoroughfares. As in any area, traffic density poses problems ranging from congestion to noise. These problems are not severe and are a natural part of most communities. PA 2024.04.139 PAGE 14 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND LIFE CYCLE Each neighborhood has a unique and dynamic quality all its own, given man's unique imagination, design and development of an area. This quality is described as a "life cycle,"which is identified in The Appraisal of Real Estate as evolving through the following four stages. Growth Neighborhood gains public favor and acceptance Stability Equilibrium without marked gains or losses Decline Diminishing demand Revitalization Renewal, modernization and increasing demand Overall, the subject neighborhood appears to be in the stability period of its life cycle. Land prices have increased. The immediate area is a well-established area within the city of Corpus Christi and is considered to be approximately 70%developed. Properties appear to range in age from new to over 50 years. CONCLUSION The subject neighborhood is located in Corpus Christi, Nueces County, Texas. Demand for virtually all types of real estate in this area has been mostly stable in recent years. The future growth of the neighborhood relies heavily upon the strength of the economy and the overall strength of the real estate market within the entire Corpus Christi area. The subject property displays good locational attributes in the defined neighborhood and should benefit from any positive economic conditions experienced by the immediate area. PA 2024.04.139 PAGE 15 DEMOGRAPHICS CORPUS VACANT I-AND DEMOGRAPHICS The following pages summarize data generated by the STDB. gpesa Slt- f'1- p 4 ' r DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND Gesri' Prepared by Esri Rings: 1,3, 5 mile radii _atitude. 21.i8513 Longitude: -97.41330 1 mile 3 miles 5 miles Mortgage Income 2023 Percent of Income for Mortgage 15.41/❑ 14.99'❑ 17.5% Median Household Income 2023 Median Household Income $29,337 $38,894 $44,917 2028 Median Household Income $31,857 $42,995 $50,795 2023-2028 Annual Rate 1.66% 2.03% 2.49% Average Household Income 2023 Average Household Income $46,562 $61,618 $66,667 2028 Average Household Income $52,576 $68,934 $74,688 2023-2028 Annual Rate 2.46% 2.27% 2.30% Per Capita Income 2023 Per Capita Income $17,402 $23,069 $24,901 2028 Per Capita Income $19,986 $26,211 $28,271 2023-2029 Annual Rate 2.81% 2.59% 2.57% GINI Index 2023 Gini Index 46.5 46.3 44.5 Households by Income Current median household income is$44,917 in the area,compared to$72,603 for all U.S.households.Median household income is projected to be$50,795 in five years,compared to$82,410 for all U.S.households Current average household income is$66,667 in this area,compared to$107,008 for all U.S.households. Average household income is projected to he$74,688 in five years,compared to$122,048 for all U.S.households Current per capita income is$24,901 in the area,compared to the U.S.per capita income of$41,310. The per capita income is projected to be$28,271 in five years,compared to$47,525 for all U.S.households Housing 2023 Housing Affordability Index 141 148 126 2010 Total Housing Units 6,163 31,472 53,604 2010 Owner Occupied Housing Units 2,218 14,574 27,494 2010 Renter Occupied Housing Units 3,001 13,103 20,352 2010 Vacant Housing Units 944 3,795 5,758 2020 Total Housing Units 5,695 28,942 51,426 2020 Owner Occupied Housing Units 1,859 12,778 25,067 2020 Reuter Occupied Housing Units 2,797 12,136 19,982 2020 Vacant Housing Units 1,D05 4,039 6,362 2023 Total Housing Units 5,740 29,074 52,077 2023 Owner Occupied Housing Units 2,009 13,289 26,415 2023 Renter Occupied Housing Units 2,626 11,509 18,746 2023 Vacant Housing Units 1,103 4,276 6,916 2028 Total Housing Units 5,766 29,270 52,525 2028 Owner Occupied Housing Units 2,046 13,423 26,713 2028 Renter Occupied Housing Units 2,603 11,405 18,656 2028 Vacant Housing Units 1,117 4,442 7,156 1 mile 3 miles 5 miles Population 2010 Population 15,913 78,073 134,958 2020 Population 13,782 68,641 123,036 2023 Population 13,573 67,628 122,310 2028 Population 13,486 66,949 121,485 2010-2020 Annual Rate -1.431/a -1.281/. -0.92% 2020-2023 Annual Rate -0.47% -0.46% -0.18% 2023-2028 Annual Rate -0.13% -0.20% -0.14% 2020 Male Population 51.9% 50.1T. 49.8% 2020 Female Population 48.1% 49.9% 50.2% 2020 Median Age 38.8 39.2 38.6 2023 Male Population 50.8% 49.7% 49.3% 2023 Female Population 49.211h 50.3% 5D.7% 2023 Median Age 37.3 37.9 37.6 In the identified area,the current year population is 122,310.In 2020,the Census count in the area was 123,036. The rate of change since 2020 was-0.18%annually.The five-year projection for the population in the area is 121,485 representing a change of-0.14%annually from 2023 to 2028.Currently,the population is 49.3%male and 50.7%female. Median Age The median age in this area is 37.6,compared to U.S.median age of 39.1. LPA 2024.04.139 PAGE 17 DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND i esn" Demographic and Inc. _ Profile Prepared by Esri Ring: 3 mile radius Latitude: 27.78513 Longitude: -97.41330 Summary Census 2010 Census 2020 2023 2028 Population 78,073 68,641 67,628 66,949 Households 27,677 24,914 24,798 24,828 Families 18,147 16,020 15,642 15,594 Average Household Size 2.72 2.65 2.62 2.59 Owner Occupied Housing Units 14,574 12,778 13,269 13,423 Renter Occupied Housing Units 13,103 12,136 11,509 11,405 Median Age 35.9 39.2 37.9 39.6 Trends: 2023-2028 Annual Rate Area State National Population -0.20% 0.970/. 0.300/. Households 0.02% 1.151% 0.499% Families -0.06% 1.161% 0.44% Owner HHs 0.20% 1.38% 0.66% Median Household Income 2.03% 2.56% 2.57% 2023 2028 Households by Income Number Percent Number Percent <$15,000 4,308 17.4% 4,068 16.40/. $15,000-$24,999 3,362 13.61/o 2,923 11.8%a $25,000 $34,999 3,549 14.31/. 3,295 13.3% $35,000 $49,999 3,592 14.51/. 3,487 14.0% $50,000 $74,999 3,865 15.6% 4,026 16.2% $75,000-$99,999 2,582 10.41/6 2,870 11.6% $100,000-$149,999 2,106 8.5% 2,450 9.9% $150,000-$199,999 647 2.61/. 827 3.3% $200,000+ 786 3.21/o 880 3.5% Median Household Income $38,894 $42,995 Average Household Income $61,618 $68,934 Per Capita Income $23,069 $26,211 Census 2010 Census 2020 2023 2028 Population by Age Number Percent Number Percent Number Percent Number Percent 0-4 5,866 7.5% 4,106 6.0% 4,507 6.7% 4,435 6.61f. 5-9 5,713 7.3% 4,318 6.3% 4,495 6.61/. 4,243 6.31/n 10- 14 5,500 7.0% 4,574 6.7% 4,419 6.5% 4,258 6.41/n 15- 19 5,627 7.2% 4,704 6.9% 4,326 6.4% 4,105 6.11/o 20-24 5,309 6.8% 4,279 6.20/a 4,317 6.40/. 4,160 6.2% 25-34 10,217 13.1% 8,815 12.8% 9,264 13.7% 8,356 12.5% 35-44 9,147 11.7% 8,404 12.20% 8,116 12.0% 8,390 12.5% 45-54 11,115 14.2% 8,058 11.7% 7,313 10.8%a 7,301 10.91% 55-64 8,857 11.3% 9,530 13.91/a 8,168 12.1% 7,525 11.21/o 65-74 5,245 6.7% 6,929 10.10% 6,890 10.2% 7,333 11.00/0 75-84 3,789 4.9% 3,351 4.9% 3,953 5.8% 4,738 7.1% 85+ 1,686 2.2% 1,574 2.3% 1,857 2.7% 2,105 3.11/n LPA 2024.04.139 PAGE 18 DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND esri- Demographic and Inc. _ Profile Prepared by Esri Ring: 3 mile radius Latitude: 27.78513 Longitude: -97.41330 Trends 2023-2028 2.s z 2 L W � 1.5 a-' 1 �° 0.5 Area State 0- f USA Population Households Families Owner HHs Median HH Income Population by Age 12 10 c 8 v L a 6 4 2023 2 2028 0 0-4 5-9 10-14 15-19 20-24 25-34 35-44 45-54 55-64 65-74 75-84 85+ 2023 Household Income $1SK-$24K 13.6% $25K-$34K 14.3% [$15K 17.4% $200K+ $35K-549K 3.2% 14.5% $150K-$199K 2.6% $100K-$149K 8.5% $50K-$74K $75K-$99K 15.61% 10.4% LPA 2024.04.139 PAGE 19 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND ECONOMIC UPDATE LPA is committed to monitoring the current economic environment. The following section analyzes several current economic factors such as the lingering effects of COVID-19, inflation, gas prices, supply chain issues, unemployment, etc. and the effects on commercial real estate. COVID-19 As COVID-19 began in 2020, unemployment reached a high of 14.7%. GDP declined 34% in Q2 2020, The CARES Act, enacted shortly after the beginning of COVID, was a shot in the arm of the U.S. economy. Throughout 2020 and as we entered 2021, the economy began to ease slightly. In 2021 the U.S. began offering four vaccines: Johnson & Johnson, Pfizer, Moderna, and Novavax. Although riddled with supply chain problems and closing businesses, the unemployment rate continuously decreased to 3.5%where it stands as of August 2022. GDP has increased since Q2 2020. The U.S. government has enacted various monetary and fiscal policies to assist the economy, such as $377 billion in emergency grants and loans for small businesses and decreasing the federal fund rate. Although the economy is recovering from COVID-19, these are still unpredictable times. Outlined below is a timeline of important events in the history of the pandemic. Jan 2020 The first instance of the coronavirus is seen in the U.S. Mar 2020 The World Health Organization declares COVID-19 a worldwide pandemic. Mar 2020 President Trump signs a $2 Trillion economic stimulus bill. Feb 2021 Pfizer, Moderna, and Johnson &Johnson vaccine all approved for emergency use. Mar 2021 Congress passes the American Rescue Plan, the largest stimulus bill to date. Mar 2022 The Federal Reserve raised interest rates for the first time since 2018 in order to combat rapid inflation. Jun 2022 U.S removes Covid testing requirement for travel into the United States. May 2023 COVID-19 Public Health Emergency officially ended May 1 1'" in the U.S. Nov 2023 The newest variant, HV.I, arrives in the U.S. as it's currently responsible for 25%of new cases. Apr 2024 FDA approves emergency use for CorDx's at home test that tells whether you have the flu or COVID-19 PA 2024.04.139 PAGE 20 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND UNEMPLOYMENT The COVID-19 pandemic accelerated already emerging trends in slow labor force growth and higher demand for skilled labor. The number of jobless claims skyrocketed in March 2020, when the pandemic officially began, with official unemployment numbers reaching 23.1 million or 14.7%. Unemployment has steadily declined over the following months, with the unemployment rate as of July 2023 recorded at 3.5%, which is back to pre-pandemic levels. In 2022, US employers added a total of 4.5 million new jobs,which is the second strongest year in the past 40 years after 2021. The majority of the new jobs were led by the leisure and hospitality industry as well as professional and business services. Despite the low unemployment rate and job creations, industries are still having problems being understaffed as people used COVID-19 to change jobs and careers, leaving holes in the industries they've left behind.Career changes and the need to work remotely have led to a worker shortage, especially in the food service and hospitality industries. The chart below shows the monthly unemployment rate since April 2021. UNEMPLOYMENT RATE 16.00% 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% N N N N N N N N N N N N N N N N N N N c U � c 0) - U � c 0) - U LL - Q o m U- Q o m U- Q o m U- Q Q O o Q O o Q O o Federal Reserve Bank of St. Louis PA 2024.04.139 PAGE 21 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND INFLATION Inflation has hit the United States hard since the beginning of 2021. Inflation is the rate of increase in prices over a given period of time. The most common form of measurement is the Consumer Price Index (CPI). This measures the percentage change in price over a "basket" of goods and services in households. According to the U.S Bureau of Labor Statistics, the annual inflation rate in the U.S. has slowed more than expected to 3.2% in July 2023 from an over 40-year high of 9.1% in June 2022. The below chart using data from the U.S. Bureau of Statistics shows the inflation rate over the last 40 years and the increase of inflation in the U.S. since April 2020, and the start of the COVID-19 pandemic. INFLATION SINCE 1982 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% -2.00% -4.00% N V 10 Co O N V 10 Co O N V 10 Co O N V O C0 O N V Co Co Co Co 01 01 C` O O O O O N N N Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q U.S. Bureau of Statis PA 2024.04.139 PAGE 22 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND GAS PRICES Since the beginning of 2022, the national average has remained above the 3 years prior and indicates a downward trend. Prices dropped 32 cents in July, and 79 cents in August. After a historic 98-day streak of falling gas prices, the average rose a penny near the end of September. The longest streak was 1 15 days in 2014-2015. There are several complicated, important factors involved in the increase and decrease in gas prices over the last several months.The following chart shows the national average gas price per gallon of the prior 4 years. GAS PRICES SINCE 2019 $6.00 $5.00 $3.60 $4.00 $3.00 $2.00 $1.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2019 2020 2021 2022 }2023 2024 U.S. Energy Information Administration The sharp increase can be contributed to the Russia/Ukraine war as Russia is the 2nd largest exporter of oil in the world. Since beginning in February 2022, the Russia/Ukraine conflict has caused Russia to become heavily sanctioned, playing an important factor in the increase of gas prices. Although the U.S. is the world's leading gasoline producer, production has decreased since late 2019. Additionally, refineries closing at the beginning of COVID-19 have led to a decrease in operating oil refineries leading to higher demand than supply. Refineries increase their rates when demand is higher than supply due to the need of the product and the increased willingness of people to pay for that product. Some reasons for the sharp decrease in gas prices involve panic over inflation driving down prices, people driving less due to the high gas prices, and the Biden administration's release of emergency oil from the national stockpile. PA 2024.04.139 PAGE 23 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND INTEREST RATES Prime Rate is individually determined by banks and often used as a reference rate (also known as the base rate) for several types of loans. Examples of the types of loans using this rate include credit card loans and small business loans. The prime rate is used by banks to lend to consumers and are fixed and typically do not change over extended periods of time. Secured Overnight Financing Rate is a benchmark interest rate that institutions utilize for business and consumer loans. The Secured Overnight Financing Rate (SOFR) is the dominant benchmark rate after the US LIBOR panels ended on June 30, 2023. Unlike its predecessor, SOFR incorporates actual lending transaction data amongst institutions making it a more reliable source. Federal Funds Rate is set by the Federal Open Market Committee (FOMC). This rate is the target at which excess reserves are lent and borrowed amongst commercial banks overnight. This rate influences short-term rates on credit cards and consumer loans as well as piquing investors' interest by impacting the stock market. INTEREST RATES 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% O O O N N N N N N N N N N N N N N N N N N N N N Q U Q U Q U Q U Q O O Q ° Q ° Q O ° Q O ° Q -SOFR -Fed Fund -PRIME FedPrimeRate To combat higher than average inflation, rates began increasing in early 2022. Interest rates and capitalization rates generally move in tandem. Increased cost of capital commonly results in upward pressure on capitalization rates which can, but does not always, cause softening in the market. LPA is committed to monitoring and analyzing the impact of increasing interest rates. PA 2024.04.139 PAGE 24 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND BANKING Silicon Valley Bank became the 2nd largest bank collapse in U.S. history at the time (until First Republic Bank's collapse a month later) on March 1 Ot", 2023. After the largest bank run in U.S. history, SVB was seized by the Federal Deposit Insurance Corporation (FDIC), and then sold to First Citizens Bancshares. Signature Bank became the 3rd largest bank collapse in U.S. history at the time, following SVB's collapse days prior. Unable to bounce back from the combination of the crypto exchange FTX's collapse and SVB's collapse, Signature experiences a bank run and ultimately collapses. First Republic Bank is currently the 2nd largest bank failure in U.S. history, despite the banking industry's best efforts to save it. The almost $100 Billion dollars pumped into First Republic wasn't enough to prevent them from selling assets, ultimately being seized and sold. Mar 8 2023 Silicon Valley Bank creates panic after announcing it sold$21 billion in securities at a loss Mar 9 2023 Silicon Valley Bank clients withdraw$42 billion, creating the largest bank run in U.S. history Mar 10 2023 As Silicon Valley Bank officially collapses, Signature Bank experiences a multi-billion dollar bank run Mar 11 2023 The 1 1 largest U.S. banks give First Republic Bank$30 billion while JPMorgan Chase gives$70 billion Mar 12 2023 Signature Bank is seized by the FDIC and assets sent to Signature Bridge Bank during the bidding process Mar 19 2023 Signature Bridge Bank is bought by New York Community Bank and put under the Flagstar Bank subsidiary Apr 28 2023 FDIC seizes control of First Republic Bank after it begins selling assets at a loss, causing stock to drop May 1 2023 First Republic bank is officially closed and sold to JPMorgan Chase Aug 2 2023 Heartland Tri-State Bank officially becomes Dream State Bank after closing Friday, July 28t" Jan 31 2024 New York Community Bancorp (NYCB) is now experiencing trouble as stocks fell 46%and lost$252 million Apr 12 2024 Less than half of U.S. banks have pledged collateral to the Federal Reserve's emergency lending facility. PA 2024.04.139 PAGE 25 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND SUPPLY CHAIN As businesses re-opened due to the slowing of COVID-19, e-commerce accelerated the demand for products, which quickly outpaced the capacity of manufacturing plants. Businesses have begun to focus on near-sourcing materials closer to their manufacturing plants and ultimately closer to the end users. The need to decrease the demand and delays at ports and other entry points was a major reason for companies to focus more on manufacturing from home and less on importing goods and materials. The supply chain issues began in 2020 after computer processor chip manufacturers began slowing and shutting down operations due to the COVID pandemic, resulting in manufacturers not being able to keep up with the increased demand of computer electronics due to a large number of companies moving towards work from home policies. CONCLUSION The current economic environment is ever changing. As mentioned previously, LPA is working diligently to capture and analyze current market data to reliably quantify impacts on real property values, national and regional. As the situation evolves, LPA is committed to monitoring current events and how they impact the commercial real estate market. PA 2024.04.139 PAGE 26 SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND SITE DESCRIPTION PHYSICAL Location The subject property is located along the east side of 19th Street, just north of Mary Street. The address associated with the subject property is 536 19th Street, Corpus Christi, Nueces County, Texas. Legal Description Lot 2, Jasmin Addition, City of Corpus Christi, Nueces County, Texas Size / Configuration / Flood Zone Per the Nueces County Appraisal District, the subject site is a 0.0733-acre (3,192 SF) tract of vacant land. The site is generally rectangular in shape with generally level topography. The property is not located in a designated flood plain. Frontage / Accessibility The subject's site displays adequate frontage to support improvements. The subject site is considered to possess ample access to the subject's traffic carrier which is a secondary traffic carrier for the area and is in average overall condition. Utilities Public water and sewer service are provided by the subject's municipality. According to city officials, these utilities are sufficient for the development in the area. In addition, the city provides fire and police protection along with garbage pick-up. Electrical and natural gas are provided by the region's typical providers. At the present time, all utilities appear to be sufficient for area development patterns. PA 2024.04.139 PAGE 27 SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND LEGAL Zoning / Restrictions The subject site is zoned as "RS-6" -Single-Family 6 District by the City of Corpus Christi. The Single-Family 15, 10 and 6 zoning districts provide for orderly suburban residential development and redevelopment. A limited number of public and civic uses are allowed, subject to the restrictions necessary to preserve and protect the single-family character of the neighborhood. It is noted that the subject does not meet the minimum lot area, minimum lot width, minimum yards, and street frontage required by the development standards; however, per conversation with Mark Orozzo with the Corpus Christi Planning and Zoning Department, the subiect lot is a non-conforming lot, but could be sold and developed as the lot was platted before the establishment of the current zoning standards. Table 4.3.3 Residential Development(single-family districts)DISTRICTS FR RE RS-22 R5-15 RS-10 RS-6 RS-4.5 Min Lot Area 5 ac. 1 ac. 22,000 15,000 10,000 6,000 4,500 ...................................... Min.Lot Width(Ft.) 150 100 75 50 50 50 45 Min.Yards(ft.) 25 25 20 Street 50 25 25 25 Street(corner) 25 25 See 4.2.10 Side(single) 25 15' 10 5 5 5 5 Side(total) 50 30, 20 10 10 10 10 Rear 25 15 10 5 5 5 5 Min.Open Space 30% 30% 30% 30% 30% Max.Height(ft.) 45 35 35 35 35 35 35 Easements / Encroachments The subject site is encumbered by typical utility easements. Due to the general location of these easements, they are not considered detrimental toward development and/or the site's overall marketability. No other detrimental easements and/or encroachments were noted upon physical inspection of the subject tract. It should be noted, however, that if a current survey map, or a registered surveyor determines that adverse easements exist, these factors might impact the market value and/or the marketability of the subject property. Therefore, it is assumed that no easements and/or encroachments exist, which would adversely affect the marketability or desirability of the site. CONCLUSION Given the physical characteristics, the subject site is capable of being developed with a residential use. PA 2024.04.139 PAGE 28 .�. . L _ - _- 1liole%ta Ctirwr •. Y ,y r I � _ Larrr�.c St a.. Hprn .. :,. , F A4nes SP' Agrics St kit Aqs ef.St II dd ] .. 1 relmY+Leiile';'.t II r A � M,rg,,ellte St - ,- i PA argue?it a Marguerrte.s't 71 MarySt d - Mrry Stoposq �. 17. R Pr- eIgh School ,Ir h omb St, . Moms St I Ivlaldonad'•o - Heatinq F Air Cc'cman Ave C Ieman --m Cs Inman Ave Coleman A'+e MIA& - N - + Ruth Si - _ W t •. l w # n 8 0 � k* r h . $ - SFO lid � ueces County �`" . f- mrnunity Action.. 4lakin w - Bj Idwin'Couris H Bald r�`iiir'TE0 r9s -A-L ` �'�� " The Sall Ian P.— Tne Salvation Arm ..._ P . pp u oty,�enfer _n w�ies� ftdl"" N.# . r *1 • ;n Wi gglnHomes- L ., • 248908 248927 1 228358 228354 248907 248928 248906 i 248929 248905 { 248930 A 248904 ' R 248931 248903 248932 i 248902 248933 �•' f' 248901 r` At pop i I SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND t�� I MARGUERITE ST -CN-1 ZONING I51a 2018 1_219 2215 2213 2209 2205 —2203 — ` - 512 — 514 rf� - � 51G — — — 429 rr 518 — 503. 52a 502 05 . .' 2025 20 14 2212 2210 2208L220'6521 522 S07 508 11 R � .526 l 511 H '528. 513 �— S BJECT -15� 2034 2a2s I �21 MARY ST � J 519 �} y 538 ! AAARY Z MARY 2031 —2029 2025 2 CI 2105 t 2032 202E I 2121 ST I 1 RM-3 CI Zoning:RS-6 2217 2211 _ ORDINANCE 032603 ORDINANCE1 11/15/2021 6:QD PM OVERLAY SPi21-07 `^ TAG RS-6 CASE—NUM 0921-02 LPA 2024.04.139 PAGE 31 n Howard 5tLJ s A?� y ■ Fit .. SA taiedo S, f7Te !a'a. :F CiJ ^ wrt r`: w,►Y A+�®r-s , ��% ak CC ' r "i, , ■ Mary .t st 'Y thaw`-t Mary .'2L tit-,�. (. f 1 orr i,, lf _ l.lf I r "•^-,_ l hM1cf '"54 v * :: rn:a j t,s' � Frr,,ir a•,N .. l+aril man`A+e !n 1 ' r J1h St' ;f KinsoMng Ct-�- 7�c° •_ �'°�v, �' a en _.•_ f Hanccrc4 Ave m A ,a. .' j ! Wiggins-Homes!O 4 r 43ufor`d!st � ter' ... - ,�,utsud tit a; ,R CHRISTi4S 5P-0 n ' ' ' ' • r Hpspital Corpus CFirisl sts... Hospital Slvd MwrganFAve- Morgan ✓�4 r�, s'i} '; 'J�' ! .-.'S 7sMW ! r r PROPERTY HISTORY CORPUS CHRISTI•TEXAS VACANT LAND PROPERTY HISTORY Ownership of the subject property is currently vested in the City of Corpus Christi, as evidenced by the county deed records.The subject was involved in a non-arm's length transaction on April 13,2023, in which the current owner was gifted the property from ERF Real Estate Inc. Given the non-arm's length nature of the transaction, the transaction is not analyzed herein. No other known real property transactions related to the subject property were reported in the three-year period prior to the date of this report. The subject is neither listed for sale, nor is it under contract of sale. The subject property is currently vacant land and is not leased. No other history was provided. The following is the county tax card for the subject: A Property Details A Property Values Property ID: 248902 Geographic ID:3775-0000-0020 Improvement Homesite Value: $0(+) Type: Real Zoning:IRS Improvement Non-Homesite Value: $0(+) Property Use: Land Homesite Value: $0(+) Land Non-Homesite Value: $15,960(+) Situs Address: 536 19th ST CORPUS CHRISTI,TX 78405 Agricultural Market Valuation: $0(+) Map ID: U-38 Mapsco: Legal Description: JASMIN LT 2 Value Method: C Abstract/Subdivision: S3775-JASMIN Market Value: $15,960(_) Neighborhood: EN251 Agricultural Value Los $0(-) Owner ID: 120357 Appraised Value: $15,960(=) Name: CITY OF CORPUS CHRISTI Homestead Cap Loss:O $0(-) Agent: Mailing Address: 1201 Leopard St Assessed Value: $15,960 Corpus Christi,TX 78401-2162 Ag Use Value: $0 %Ownership: 100.0% Exemptions: EX-XV-Other Exemptions(including public property,religious organizations,charitable organizations,and other property not reported elsewhere) For privacy reasons not all exemptions are shown online. PA 2024.04.139 PAGE 33 REAL ESTATE TAXES CORPUS CHRISTI•TEXAS VACANT LAND REAL ESTATE TAXES The subject property is located in Corpus Christi, Nueces County, Texas and is taxed based on values established by the county tax assessors.The tax rates are applied to the assessed value of the subject property, and the taxes for the subject property are then estimated.The taxes are estimated per$100 of assessed value. This property is subject to taxes for the City of Corpus Christi, Nueces County, and Corpus Christi Independent School District. The subject currently displays an assessment of $15,960 ($5.00/SF), which is considered reasonable for the property; however, the property displays an exemption of$10,101, resulting in a taxable value of$5,859,which is considered favorable for the subject given the following opinion of value, yet reasonable for use herein. Current taxes are calculated as follows: PROPERTY TAX CALCULATION Acct #:248902 Authority Assessed Value Rate /$100 Tax Liability City $5,859 $0.5997740 $35 County $5,859 $0.5624970 $33 School $5,859 $0.9690000 $57 $2.1312710 $125 LPA 2024.04.139 PAGE 34 HIGHEST&BEST USE CORPUS CHRISTI•TEXAS VACANT LAND HIGHEST & BEST USE The Appraisal Institute defines highest and best use as follows: "The reasonably probable and legal use of vacant land or an improved property, which is physically possible, appropriately supported, financially feasible, and that results in the highest value." The four criteria the highest and best use must meet are: PHYSICALLY POSSIBLE M LEGALLY PERMISSIBLE - What uses of the site in question are What uses are permitted by zoning and physically possible? deed restrictions? FINANCIALLY FEASIBLE'. MAXIMALLY PRODUCTIVE Among the financially feasible uses that Which possible and permissible uses will are physically possible and legally produce a net return to the owner of the permissible, which use will produce the site? highest net return or the highest present worth? There are two types of highest and best use studies. The first is the highest and best use of the land or site as though vacant. The second is the highest and best use of the property as improved. The highest and best use of land or a site as though vacant assumes that the parcel is vacant or can be made vacant by demolishing any improvements. The question to be answered in this analysis is: If the land is, or were vacant, what use should be made of it? The highest and best use of a property as improved pertains to the use that should be made of an improved property in light of its improvements. Should it be maintained as it is, or be renovated, expanded, demolished, or partly demolished? Should it be replaced with a different type or intensity of use, or should it be held as an interim use? The improvements should be retained as long as they have some value and the return from the property exceeds the return that would be realized by a new use, after deducting the costs of demolishing the old building and constructing a new one. PA 2024.04.139 PAGE 35 HIGHEST&BEST USE CORPUS CHRISTI•TEXAS VACANT LAND HIGHEST & BEST USE - AS VACANT Physically Possible The subject site is a 0.0733-acre (3,192 SF) tract of vacant land. The site is rectangular in shape. The address associated with the subject property is 536 19t" Street, Corpus Christi, Nueces County, Texas. Accessibility to the site is curb cuts along the traffic carrier. Overall,access is considered average.The property has all necessary utilities in place and is generally level in regards to topography. The site is primarily surrounded by residential uses and vacant land off of secondary streets and secondary commercial uses along primary thoroughfares.Access to the subject's neighborhood is considered good due to its location near area primary traffic carriers. The principle of conformity is an important consideration in determining the physically possible uses of a site. Conformity is the appraisal principle that holds that real property value is created and sustained when the characteristics of a property conform to the demands of its market. The styles and uses of the properties in an area may conform for several reasons, including economic pressures; the shared preferences of owners for certain types of structures, amenities, services; and the enforcement of uniform standards by zoning ordinances. Based on the subject's physical characteristics and the principle of conformity, the subject site would most likely be developed with a residential use. Legally Permissible The site is zoned "RS-6" - Single-Family 6 District by the City of Corpus Christi. According to city officials, this zoning has many residential or service uses.This zoning provides for a uniform set of standards for development, including parking and building setbacks. Other than zoning, no private deed restrictions were uncovered during a normal investigation, which would further limit the potential uses of the subject site. Nonetheless, a title policy is strongly suggested in order to guarantee the absence of adverse restrictions. No other legal restrictions or covenants were found to be imposed on the subject property at the time of the appraisal,which would further restrict its development. The research supports the physical indication that the site's most probable use, as if vacant, would be for some form of residential use. Financially Feasible & Maximally Productive The prior consideration of physically possible uses and legally permissible does not significantly narrow the use of the subject property. Based on market data presented in this report, it appears that residential development is likely feasible. After considering legal, physical and financial alternatives, it is our opinion that the highest and best use of the subject site, as if vacant, is for some sort of residential development. PA 2024.04.139 PAGE 36 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND LAND VALUATION The principles of real estate appraisal are basic to the sales comparison approach; however, one of the most important is the principle of substitution. "As applied to the sales comparison approach, the principle of substitution holds that the value of a property tends to be set by the price that would be paid to acquire a substitute property of similar utility and desirability." The sales comparison approach is a method of estimating market value whereby a subject property is compared with comparable properties that have sold recently. One premise of the sales comparison approach is that the market will determine a price for the property being appraised in the same manner that it determines the prices of comparable, competitive properties. Essentially, the sales comparison approach is a systematic procedure for carrying out comparative shopping. As applied to real estate, the comparison is applied to the unique characteristics of the economic good that cause real estate prices to vary. PA 2024.04.139 PAGE 37 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND III linwara 51 _l� .o K—Dd 6r xda 5t * Y Howard Sr ,..rAwelM1 51 COMP MAP k Mayhy Clr � .. Sou[hl ahtA br Eva. 'kem tn� A 5 wa.rem crr - 4ar St l.arr'i At, �Jry �"o _ yx<do SS tv A9de5 54 o Agues St �, �~ r tAar4uerhe 5 - m� SUBJECT NMarvse onarr5° a o" St Jos epn5 3 tau 5r H x Morns sr Catnnue Church 7 ~ a _ { z cale.aa++AwB a 7avala Flrnaentary COMP 7 _ _ ee` School Ar. 41 R T Q� 11 anc rxk A•r 'ap'e - 'S['datlo _6 a c nippy+a s+ 2 a mara s 4��ye auforr';+ a Navala 5+ - CW9 S+ 5-to El ens Sl m a Yn Fi spital'eled Th+ gam rr Elena Sl n ` N Calgn S+ � n Morgan Ave 5 Bif x " Segre e ayS y� t p10 ayt =COMP - wrsr pm C R HiFlo® v 2 4 BM er c; � 10 gp at9� ve J0 - o y D ' Qidaraw p`5 n 0 y a COMP 5 ss a Braniff sr A:+¢'e S[ �ry $ S+inaan St. y S � a �g'L wrlahrst a C urtl f c.St � t1F' a S ha Corpus Christ, cab rt State Li"in rj Deltt¢`r Falrchlld 5t HB sey3} Ci y y$dJF]$ ~hv 6r'sr l5 COMP S Rosa Sh a'N flememary a„ F: ,p 4ry sr � 4E, N Wr�e� ma.'Sr Hawk ear°,rp a ❑ bra Sr ��. � 5'0� 4�0 ,�� . 4 J H E B park S.ali:nas.Park �syr� sego B�v'ars, uw r� Del filar College -r Heritage Campus 41 i?. Marlin Mi3dle Srhool .� rsr r fyy mcq Ile Y Flome Rd PafR partm Park RPartmenls ; m a°y Catholic the King � ¢= Calholir Church� s L.M.5t .J Belt F.McDonald Pubic Library 81 `•` m4'A-51 >° y�M Social Security eqo, y te,. Adi-nm 5;ration dart LadpofPilnr S q�r +rave hnr s, , pal colic Church �V tic s,':nrn sr N Sr PA 2024.04.139 PAGE 38 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 1 bq � 1�7.i - I M Address 2842 Morris Street, Date of Sale Listing Corpus Christi, Texas Sales Price $29,000 Price Per Acre $202,118 PHYSICALPrice Per SF $4.64 Size (acres) 0.143 Size (SF) 6,250 Grantor: Ismael Jr& Crystal Marie Davila Zoning RS-6 Grantee: Listing Shape Generally Rectangular Recording Listing Topography Generally Level Confirmation Broker Utilities AIIAvailable The property is located along the north side of Morris Street,just to the west of Harmon Street. The property is not located within a designated flood zone. Source: Cori Diaz (361) 765-3312 LPA 2024.04.139 PAGE 39 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 2 1 ti 4 - � k r�1i C OJT, Gn Address 715 18th Street, Date of Sale April 11, 2024 Corpus Christi, Texas Sales Price $30,000 Price Per Acre $209,088 PHYSICALPrice Per SF $4.80 Size(acres) 0.143 Most Reverend William Michael Size(SF) 6,250 Grantor: Mulvey, as Bishop of the Catholic Diocese of Corpus Christi Zoning RM-3 Grantee: Thanksgiving Homes Shape Generally Rectangular Recording 2024012440 Topography Generally Level Confirmation Broker Utilities AIIAvailable The property is located along the west side of 18th Street,lust north of Coleman Avenue.The property is not located in a designated flood plain. Source: Rhonda Dowell (361) 549-1 148 PA 2024.04.139 PAGE 40 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 3 MME r' f l Address 2925 Rogers Street, Date of Sale February 22, 2024 Corpus Christi,Texas Sales Price $26,000 Price Per Acre $234,657 PHYSICAL DATA Price Per SF $5.39 Size(acres) 0.1 1 1 Size(SF) 4,826 Grantor: Shopklava, LLC Zoning RS-6 Grantee: Rogelio Hernandez&Monica Hernandez Rubio Shape Generally Rectangular Recording 2023033815 Topography Generally Level Confirmation Broker Utilities All Available The property is located at the southeast corner of Washington Street and Rogers Street.The property is not located in a designated flood plain. Source: Victor Saldana (361) 442-3470 PA 2024.04.139 PAGE 41 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 4 r g Address 1204 Sabinas Street, Date of Sale September 6, 2023 Corpus Christi, Texas Sales Price $1 1,000 Price Per Acre $202,263 PHYSICAL DATA Price Per SF $4.64 Size (acres) 0.054 Size (SF) 2,369 Grantor: Sri Reddy Zoning RS-6 Grantee: Jennifer Trevino Shape Generally Rectangular Recording 2023033815 Topography Generally Level Confirmation Broker Utilities AIIAvailable • The property is located along the east side of Sabinas Street,just south of Buford Street.The property is not located in a designated flood plain. Source: Jeremy Spear (361) 563-7047 PA 2024.04.139 PAGE 42 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 5 I lee 1 '10 , lump Address/ 1321 V erbena Street, Date of Sale January 24, 2023 Location Corpus Christi,Texas Sales Price $25,000 Price Per Acre $231,801 PHYSICAL DATA Price Per SF $5.32 Size(acres) 0.11 Size(SF) 4,698 Grantor: Consuelo Rivera Zoning RS-6 Grantee: Mayra Montemayor Shape Generally Rectangular Recording 2023002733 Topography Generally Level Confirmation Broker Utilities All Available • The property is located along the west side of Verbena Street,just south of Morgan Avenue.The property is not located in a designated flood plain. Source: Nora Hinojosa (361)558-5916 PA 2024.04.139 PAGE 43 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND LAND SALES SUMMARY The market data utilized for the basis of this analysis is considered the best available and indicative of current market trends for undeveloped land in the subject market area. Components that affect the sale price of vacant land are numerous, but the most prominent are property rights conveyed, terms, conditions of sale, market conditions, size, location, physical features, zoning and public utility availability. The following criteria and subsequent adjustment grid have been implemented in order to reconcile the quality and quantity of the data available and analyzed within this approach to value. Property Rights The adjustment for property rights conveyed recognizes that differences in legal interest or estate between the subject and the comparable properties may occur. In this analysis, all the sales occurred in fee simple title and therefore, no adjustments were made. Financing Terms The adjustment for cash equivalency takes into account the fact that the transaction price of the comparable property may not be equal to its cash equivalent price. All the sales utilized in this analysis were cash to seller transactions or transactions involving market financing, and no adjustment for cash equivalency was necessary. Conditions of Sale Adjustments for conditions of sale are intended to recognize motivations of the buyer and the seller that are unique to ordinary market conditions. All of the comparable market data utilized herein were arm's length transactions. With respect to this factor, Comparable 1 is an active listing and warranted a downward adjustment to account for negotiations from the asking price. Market Conditions Each of the previous sales have been given consideration for the lapse of time between the date of sale and the effective date of this appraisal. Sales that occur at times with inferior market conditions warrant upward adjustments to account for value gains, while sales that occur at times of superior market conditions warrant downward adjustments to account for value losses; sales that that occur at times with relatively similar market conditions warrant no adjustment as overall values have remained relatively stable.With respect to this factor, no adjustments were warranted. Location Differences in value occur due to varying degrees of accessibility, exposure and surrounding development to a site. Access is often determined by corner locations, natural barriers, ease of entrance on and off of major thoroughfares, etc. Surrounding development also plays an important part of locational influences for a property. With respect to this factor, no adjustments were warranted. LPA 2024.04.139 PAGE 44 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND Size Size is a factor that must be considered when comparing vacant land sales. Typically, but not always, larger tracts sell for a lower unit value. Therefore, when making comparisons on a per unit basis, such as price per unit, the larger tracts tend to be adjusted upward and the smaller tracts tend to be adjusted downward to accurately reflect the differences. With respect to this factor, materially larger tracts of land were adjusted upward accordingly, and materially smaller tracts of land were adjusted downward accordingly. Physical Features The overall site characteristics of each sale have been compared to the subject site. These include traits such as drainage, site preparation expense, topography, and configuration. Configuration, if irregular, may limit development. With respect to this factor, no adjustments were warranted. Utilities The availability of public utilities such as water, electric power and sanitary sewer service have an impact on property values since the non-availability of such utilities could restrict the overall development and/or potential use of an individual site.Therefore,when analyzing vacant land, it is important to determine whether or not public utilities are available. If they are not available, the appraiser must examine to what extreme a potential developer would have to go in gaining access to such services. With respect to this factor, no adjustments were warranted. Zoning Adjustments for zoning typically recognize the different densities and restrictions of different zoning classifications, as well as use potential, and directly relates these differences between the comparable sales and the subject property. The zoning classifications and/or use potential for the sales utilized are deemed similar to that of the subject. It should be noted that the subject does not meet the minimum lot area, minimum lot width, minimum yards, and street frontage required by the development standards; however, per conversation with Mark Orozzo with the Corpus Christi Planning and Zoning Department, the subiect lot is a non-conforming lot, but could be sold and developed as the lot was platted before the establishment of the current zoning standards. Comparable 1 and 2 conform with the zoning standards; however, no premium is observed on the market. With respect to this factor, no adjustments were warranted. PA 2024.04.139 PAGE 45 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND CONCLUSION In the final analysis of the subject property, similar weight was given to all of the sales. The following is the adjustment table with the concluded opinion of value via the Sales Approach. L SUBJECT 1 2 3 4 5 Date Current Listing Apr-24 Feb-24 Sep-23 Jan-23 Sale Price $29,000 $30,000 $26,000 $11,000 $25,000 SIZE-SF 3,192 6,250 6,250 4,826 2,369 4,698 Unit Price($/SF) $4.64 $4.80 $5.39 $4.64 $5.32 TRANSACTION ADJUSTMENTS Similar Similar Similar Similar Similar Property Rights Fee Simple 0% 0% 0% 0% 0% $4.64 $4.80 $5.39 $4.64 $5.32 Cash Cash Cash Cash Cash Financing Terms Cash 0% 0% 0% 0% 0% $4.64 $4.80 $5.39 $4.64 $5.32 Listing Normal Normal Normal Normal Conditions of Sale Arm'sLength -5% 0% 0% 0% 0% $4.41 $4.80 $5.39 $4.64 $5.32 Listing Apr-24 Feb-24 Sep-23 Jan-23 Market Conditions Current 0% 0% 0% 0% 0% $4.41 $4.80 $5.39 $4.64 $5.32 PROPERTY ADJUSTMENTS Similar Similar Similar Similar Similar Location Average 0% 0% 0% 0% 0% 6,250 6,250 4,826 2,369 4,698 Size SF 3,192 10% 10% 5% -5% 5% Physical Features Average Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Utilities Available Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Zoning IRS-6 Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Total Adjustment 10% 10% 5% -5% 5% Adjusted$/SF $4.85 $5.28 $5.66 $4.41 $5.59 Adjusted Mean$/SF IL $5.16 A value generally in-line with the mean is considered well supported. Concluded $5.15 Unit Value Land Size(SF) 3,192 Value Indication $16,439 Concluded Value 06,000 LPA 2024.04.139 PAGE 46 MARKETING/EXPOSURE TIME CORPUS CHRISTI•TEXAS VACANT LAND MARKETING / EXPOSURE TIME Consideration has been given to a reasonable estimated exposure and marketing period estimate for the subject property. Exposure Time as it relates to the subject is utilized in establishing market value. The Comment to Standards Rule 1-2 (c) of USPAP states that when estimating market value, the appraiser should be specific as to the estimate of exposure time linked to the value estimate. Reasonable exposure time is one of a series of conditions in most market value definitions. Exposure time is always presumed to precede the effective date of the appraisal. Exposure time may be defined as follows: the estimated length of time the property interest being appraised would have been offered on the market prior to the hypothetical consummation of a sale at market value on the effective date of the appraisal. Marketing Time is a function of various factors including, prevailing market conditions, the price of the product being marketed, the competitive position of the property in the market, and the amount and quality of marketing effort allocated to the property. It is strongly emphasized that the appraisers have no control of the aforementioned factors, nor can the appraisers anticipate or predict any of them. Therefore, it assumed that the property will receive an adequate marketing effort. Therefore, an estimated marketing period of 12 months or less and an exposure time of 12 months or less is considered reasonable. PA 2024.04.139 PAGE 47 ASSUMPTIONS&LIMITING CONDITIONS CORPUS CHRISTI•TEXAS VACANT LAND ASSUMPTIONS & LIMITING CONDITIONS "Report"signifies the appraisal or consulting report and its conclusions,to which these Assumptions and Limiting Conditions are annexed. "Property"signifies the subject of the Report. "LPA"means Lowery Property Advisors, LLC,or its subsidiary that issued the Report. "Appraiser(s)"means the employee(s) of LPA who prepared and signed the Report. The Report has been made subject to the following assumptions and limiting conditions: • Unless otherwise specifically noted in the body of the report,it is assumed that the title to the property or properties appraised is clear and marketable and that there are no recorded or unrecorded matters or exceptions to title that would adversely affect marketability or value.LPA is not aware of any title defects nor has it been advised of any representations relative to the condition of the title. LPA has not reviewed any documents dealing with liens, encumbrances, easements, deed restrictions, clouds and other conditions that may affect the quality of the title. Insurance against financial loss resulting in claims that may arise out of defects in the subject's title should be sought from a reputable title company which specializes in real property. • Unless otherwise stated in this report,the existence of hazardous material,which may or may not be present on the property was not observed by the appraisers. LPA has no knowledge of the existence of such materials on or in the property. LPA, however,is not qualified to detect such substances. The presence of substances such as asbestos, urea formaldehyde foam insulation, contaminated groundwater or other potentially hazardous materials may affect the value of the property.The value estimate is predicated on the assumption that there is no such material on or in the property that would constitute a loss in value. No responsibility is assumed for any such conditions, or for any expertise or engineering knowledge required to discover them. The client is urged to retain an expert in this field,if desired. LPA has inspected as thoroughly as possible by observation. However,it was impossible to personally inspect conditions beneath the soil.Therefore,no representation is made as to these matters unless specially considered in the appraisal. • The property is appraised free and clear of any or all liens or encumbrances unless otherwise stated. • Responsible ownership and competent property management are assumed. • The information furnished by others is believed to be reliable. However,LPA gives no warranty for its accuracy. • LPA assumes that all engineering is correct.The plot plans and illustrative material in this report are included only to assist the reader in visualizing the property. • If provided, the estimated insurable value is included at the request of the client and has not been performed by a qualified insurance agent or risk management underwriter.The cost estimate should not be solely relied upon for insurable value purposes. The appraisers are not familiar with the definition of insurable value from the actual insurance provider, the local government underwriting regulations,or the types of insurance coverage available.LPA has followed traditional appraisal standards to develop a reasonable calculation based upon industry practices and industry accepted publications such as the Marshall Valuation Service handbook.Actual construction costs can vary greatly from this estimate.These factors can impact cost estimates and are beyond the scope of the intended use of this appraisal. The appraisers are not cost experts in cost estimating for insurance purposes. • LPA assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures that render it more or less valuable.No responsibility is assumed for such conditions or for arranging for engineering studies that may be required to discover them. • It is assumed that there is full compliance with all applicable federal, state and local environmental regulations and laws unless noncompliance is stated,defined,and considered in the Appraisal Report. • All applicable zoning and use regulations and restrictions are assumed to have been complied with, unless a nonconformity has been stated,defined,and considered in the Appraisal Report. • Required licenses, certificates of occupancy, consents, or other legislative or administrative authority from any local, state, or national government or private entity or organization are assumed to have been or can be obtained or renewed for any use on which the value estimate contained in this report is based. LPA 2024.04.139 PAGE 48 ASSUMPTIONS&LIMITING CONDITIONS CORPUS CHRISTI•TEXAS VACANT LAND • The utilization of the land and improvements is assumed to be within the boundaries or property lines of the property described and that there is no encroachment or trespass unless noted in the report. • All information, comments and conclusions pertaining to subject and other properties described represent the opinion of the appraiser formed after a personal examination of each. • The appraiser has no interest,present or prospective,in the subject property. • Sketches in this report are included to assist the reader in visualizing the property. • LPA assumes that there are no hidden or unapparent conditions of the appraised property,which would render it more or less valuable. Furthermore, the appraisers assume that there are no potentially harmful asbestos or other materials and/or site contaminants in, on, or near soil,subsoil,or structure of the appraised property and that there has been no disposal, discharge, leakage, or spillage of pollutants or contaminant which would render it more or less valuable,whether or not these materials or contaminants are apparent or hidden and unapparent. • No responsibility is assumed by the appraisers for these conditions. In addition, no responsibility is assumed by LPA for the cost of engineering and/or laboratory studies which might be required to discover such materials or contaminants. And no such engineering or laboratory studies have been ordered for the appraised property. • Disclosure by the appraiser of the contents of this Appraisal Report is subject to review in accordance with the by-laws and regulations of The Appraisal Institute. • The distribution,if any,of the total valuation in this report between land and improvements applies only under the stated program of utilization.The separate allocations for land and buildings must not be used in conjunction with any other appraisal and are invalid if so used. • Possession of this report, or a copy thereof, does not carry with it the right of publication, unless prior arrangements have been made. • The appraiser,by reason of this appraisal,is not required to give further consultation,testimony,or be in attendance in court with reference to the property in question unless arrangements have been previously made. • Neither all nor any part of the contents of this report (especially any conclusions as to value,the identity of the appraiser,or the firm with which the appraiser is connected) shall be disseminated to the public through advertising,public relations, news,sales, or other media without prior written consent and approval of the appraiser. • This appraisal was made in accordance with the Code of Professional Ethics and Uniform Standards of Professional Appraisal Practice as promulgated by the Appraisal Foundation and the Appraisal Institute. • Acceptance of and/or use of this report constitutes acceptance of all assumptions and limiting conditions stipulated. • The Americans with Disabilities Act("ADA") became effective January 26, 1992. LPA has not made a specific compliance survey and analysis of this property to determine whether or not it is in conformity with the various detailed requirements of the ADA. It is possible that a compliance survey of the property,together with a detailed analysis of the requirements of the ADA,could reveal that the property is not in compliance with one or more of the requirements of the Act.If so,this fact could have a negative effect upon the value of the property. Since we have no direct evidence relating to this issue, we did not consider possible non-compliance with the requirements of ADA in estimating the value of the property. • Unless otherwise noted in the body of the report, it is assumed that there are no mineral deposits or subsurface rights of value involved in this appraisal,whether they are gas,liquid,or solid. Nor are the rights associated with extraction or exploration of such elements considered unless otherwise stated in this Appraisal Report. Unless otherwise stated,it is also assumed that there are no air or developments rights of value that may be transferred. • By use of this Appraisal Report,each party that uses this Appraisal Report agrees to be bound by all of the Assumptions and Limiting Conditions,Hypothetical Conditions and Extraordinary Assumptions stated herein. LPA 2024.04.139 PAGE 49 CERTIFICATION CORPUS CHRISTI•TEXAS VACANT LAND CERTIFICATION We certify to the best of our knowledge and belief: • The statements of fact contained in this report are true and correct. ■ The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and is our personal,impartial and unbiased professional analyses,opinions,and conclusions. • We have no present or prospective interest in the property that is the subject of this report and have no personal interest in or bias with respect to the parties involved with this assignment. ■ Our engagement in this assignment was not contingent upon developing or reporting predetermined results. • We have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. • Our compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client,the amount of the value opinion,the attainment of a stipulated result or the occurrence of a subsequent event directly related to the intended use of this appraisal. ■ Our analyses,opinions,and conclusions were developed,and this report has been prepared in conformity with the Uniform Standards of Professional Appraisal practice, as well as the State of Texas. • Jeffrey K Walters made a personal inspection of the property that is the subject of this report. Mario Caro, MAI, AI-GRS, SR/WA, Brian Bormann,and Benjamin Saunders did not make a personal inspection of the property that is the subject of this report. ■ No one provided significant real property appraisal assistance to the person(s) signing this certification. ■ This appraisal assignment was not based upon a requested minimum valuation, a specific valuation, or the approval of a loan. • As of the date of this report, Mario Caro, MAI, AI-GRS, SR/WA, has completed the continuing education program for Designated Members of the Appraisal Institute. Moreover, the reported analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the requirements of the Code of Professional Ethics & Standards of Professional Appraisal Practice of the Appraisal Institute,which include the Uniform Standards of Professional Appraisal Practice. • As of the date of this report, Jeffrey K Walters has completed the Standards and Ethics Education Requirements for Candidates of the Appraisal Institute ■ The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives. ■ We have not provided any services, as an appraiser, or in any other capacity, regarding the property that is the subject of this report within a three-year period immediately preceding acceptance of this assignment. MARIO CARO,MAI,AI-GRS, SR/WA BRIAN BORMANN Certificate No.TX1334889-G Certificate No.TX1381 102-G BENJAMIN SAUNDERS JEFFREY K. WALTERS Certificate No.TXI381348-G Certificate No.TX1380924-G LPA 2024.04.139 PAGE 50 ADDENDUM CORPUS CHRISTI•TEXAS VACANT LAND ADDENDUM LPA 2024.04.139 PAGE 51 MARIO CARO, MAI, AI-GRS, SR/WA SAN ANTONIO OFFICE EXPERIENCE Mario Caro has served as Senior Managing Director of LPA Son Antonio since 2016. LPA 100 NE Loop 410#1350 is a commercial appraisal and consulting firm completing a wide range of projects San Antonio,Texas 78216 throughout the southwest. Property types include, but are not limited to office, retail, industrial, multi-family, mixed-use, self-storage, hotel/motel, car washes, vacant land, daycare,subdivisions, and special use. direct 210.528.1491 mario@lowerypa.com Mario began his appraisal career in 2001 with a regional appraisal company in Houston and specialized in right-of-way and eminent domain appraisal on public and private projects nationwide. In 2005, he returned to his hometown in San Antonio and joined a boutique appraisal firm providing right-of-way and commercial valuation.After 10 years, he transitioned to a global real estate firm where he developed their Texas right-of-way /litigation support practice and appraised commercial properties for lending purposes. Mario has over 20 years of experience appraising for litigation and legal support matters in both federal and state courts.Numerous clients, including public agencies, attorneys, title companies,and lenders nationwide have relied on his expertise in an appraiser and review appraiser capacity. Maria has provided expert witness testimony and support on a variety of property types for public transportation,utility and recreational corridors,and drainage facilities. PROFESSIONAL ASSOCIATIONS • Appraisal Institute International Right-of-Way Association -Designated Member(MAI,AI-GRS) -Designated Member(SR/WA, R/W-AC) •3rd Director, Region VIII -President 2022-2023,South Texas President 2022,South Texas Chapter -Vice President 2021-2022,South Texas •First and Second Vice President 2021 -Treasurer 2020-2021,South Texas 8t 2020, South Texas Chapter -Secretary 2019-2020,South Texas -Treasurer 2019, South Texas -Activities Chair 2012-2013, South Texas -Secretary 2018,South Texas •National Nominating Committee Alternate 2023, Region Vill •Regional Rep 2020-2021,South Texas •Education Chair 2020,South Texas -Alternate Regional Rep 2014-2019, South Texas Chapter -Candidate Guidance Chair 2014-2019,South Texas Chapter '/ �Jv Certified General LICENSES EDUCATION TALCS Real Estate Appraiser Texas General Appraiser BS—Texas A&M University—Agribusiness 1334889-G Appraiser: MARIO ANTONIO CARP Coursework for MAI designation License a! Tx 1334989 G License Expires;OS/31/202S New Mexico General Appr. REA-2023-0077 Coursework for SR/WA designation Having provided satisfactory evidence W the pualifitations required by the Texas Appraiser Licensing and Certifitatian Act,Ocwpations Coursework for AI-GRS designation Code,Chapter11Q3,authorlaatlon isaranted to usethlstltk: Cerdfled General Real Estate Appralser =- Coursework for Rf W-AC designation For addition a l lrlorrnatlon or to file a complaint please contact TALCS at www.talcb.texas.gov, 5L • i lowerypaxom BRIAN BORMANN SAN ANTONIO APPRAISAL 1 DEAL ESTATE EXPERIENCE 100 NE Loop 410 February 2022 to Present; Director at,LPA-Son Antonio Suite 1350 San Antonia,Texas 78216 June 2021 to January 2022,Senior Associate at LPA-Son Antonio June 2019 to May 2021; Associate at LPA-Son Antonio cell 210.528.1555 ofc 210.390.0492 x 403 May 2018-May 2019:Summer Associate at LPA-San Antonio brian@lcwerypo.com Types of properties appraised include. office, retail, industrial, multi-family, mixed-use developments, self-storage, auto service, hotel, car wash, restaurants, vacant land, special use, and other types of commercial properties. EDUCATION BBA Finance-Texas A&M University MS Real Estate-Texas A&M University Successfully completed the following courses administered by McKissock Appraisal Education ■ Basic Appraisal Principles • Basic Appraisal Procedures ■ Texas Supervisor-Trainee Course • 15 hour National USPAP Course ■ General Report writing and Case Studies • General Sales Comparison Approach ■ General Appraiser Site Valuation and Cost Approach Successfully completed the following applicable courses at Texas A&M University: ■ Real Estate Decision Making • Real Estate Investment Analysis ■ Real Property Analysis • Real Property Valuation ■ Commercial Real Estate Law ■ Market Analysis for Real Estate Development ■ Real Estate Analytics ■ Land Economics • Land Development Practice ■ Design and Development Economy ■ Real Property Finance ■ Analysis of Real Estate Decisions ■ Real Estate Development Analysis LICENSE Certified General Texas General Appraiser T•ALCBh Real Estate Appraiser TX-1 381102-G ..�. Appraiser; Man Ray Bormann License g; TX L331102 G License Expires:06/30/2025 H..%pe wdsaPkfa[tory erwerste W Me qua dA v—regd d nT rM Tsai Appraripr Lte sa cMdw fim adr,ar pagn Loos,ehaprer 3463,ntAnruaero ngearHe4 muse anrs ntk. C'". rtrafR hkale Appraiu _ for add,tional,rit hnn wto file a eo"wt pkm ooataet Ta A—takb.We _R_ • A f BENJAMIN SAUNDERS SAN ANTONIO APPRAISAL 1 REAL ESTATE EXPERIENCE 100 NE Loop 410 August 2023 to Present;.Senior Associate at LPA-San Antonio Suite 1350 San Antonio,Texas 78216 July 2021 to July 2023;Associate at[PA-San Antonio Types of properties appraised include: office, retail, industrial, multi-family, mixed-use cell 210.293.7962 developments, self-storage, auto service, hotel, car wash, restaurants, vacant land, oft 210.390.0492 x 404 special use,and other types of commercial properties. bsaunders@lowerypcl.com EDUCATION BA-History-Texas Tech University Successfully completed the following courses administered by Champions Appraisal Education and McKissock Appraisal Education: • Basic Appraisal Principles ■ Basic Appraisal Procedures • 15-hour National USPAP Course ■ General Sales Comparison Approach ■ General Appraiser Site Valuation and Cost Approach ■ General Appraiser Income Approach ■ General Appraiser Market Analysis Highest and Best Use ■ General Report Writing and Case Studies ■ Statistics, Modeling, and Finance ■ Appraisal Subject Matter Electives • Texas Supervisor Trainee Course ■ Commercial Appraisal Review ■ Expert Witness for Commercial Appraisers Certified General TALCB Real Estate Appraiser LICENSE EKIb■Pp•AtiE4 tIGE 5i•G• Texas General Appraiser Appraiser: Benjamin Wade Saunders TX-1381348-G License#: T%1381348 G License Expires:08/31/2025 Having provided satisfactory evidence oft he qualifications required Ay th e Texas appraiser u tensing and Lertificatlo n nct,occupations code,chapter 1103,authorization Is granted to use this title: Certified General Real Estate Appraiser ch■Iru Buddrdtr For addn ion"I information or to file a complaint please contact mice tommisalaner at www.taicb,texas.gov. UQ L • . lowerypa.com JEFFREY K. WALTERS CORPUS CHRISTI OFFICE EXPERIENCE 800 North Shoreline Boulevard, March 2020 to Present; Director at Lowery Property Advisors, LLC Corpus Christi, Texas 78401 August 2016 to February 2020; Certified Appraiser at Allen, Williford&Seale Inc. direct 361.232.4700 Types of properties appraised include: office, retail.. industrial, agricultural, mixed-use developments, restaurants, hotels, marinas, day cares, subdivisions, apartments, car jeff@lowerypa.com washes, land, and other types of special use commercial properties, partial acquisitions and eminent domain/condemnation related appraisals. EDUCATION BBA-Finance. Economics Minor-Texas A&M University 2016 Successfully completed the following courses offered by The Appraisal Institute and McKissock: • Basic Appraisal Principles • Basic Appraisal Procedures Uniform.Standards of Professional Appraisal Practice • Real Estate Finance,Statistics, and Valuation Modeling • General Appraiser Income Capitalization Approach-I • General Appraiser Income Capitalization Approach-II • General Appraiser Sales Comparison Approach • General Appraiser Site Valuation and Cost Approach • General Appraiser Report Writing and Case Studies • General Appraiser Market Analysis and Highest and Best Use • Expert Witness Testimony • Commercial Appraisal Review • Appraisal of Assisted Living Facilities • Appraisal of Industrial and Flex Buildings Other applicable courses: • Real Estate Decision Making-Texas A&M • Real Estate Finance-Texas A&M • Real Estate Investment Analysis-Texas A&M PROFESSIONAL ASSOCIATIONS •Appraisal Institute-South Texas Chapter •IRWA-San Antonio Chapter/Corpus Christi Founding Member !/ * \\ Certified General T'ALCB Real Estate Appraiser LICENSES r.•�. •�-• Appraiser: Jefrrey Kyle Walters Texas General Appraiser License#: ne 13M24 G License Expires:09/30/2025 1380924-G Oklahoma General Appraiser by theeTero App'.rixteLle—ingwd of the Act,0-pats ed v PPraiser.Lleans:n and certircaliun Act,ouwP+tl— Code,Chapter 1103.authorization is granted to use this title: _ 13497CGA Certrthed General Real Estata Appraiser �....a•d hd. Fur addlorul inturnadun ur to nM a carnptarnt ptaasr canratl iAtCB raa..ea,va.. at www.talcb tcs as.gov. FP • a lowerypa.com Action Item No. 24-EO-19 Presented to the Board on April 24, 2024 A RESOLUTION OF THE BOARD OF COMMISSIONERS Of the Corpus Christi Housing Authority Letter of Support for City Housing Plan for Lamar School Site Property Whereas, the City has announced a housing plan for property in around the Lamar School Site; and, Whereas, the City's plan encourages affordable housing while maintaining opportunities for low and mixed income renters and home buyers; and, Whereas, the City's plan provides for affordability, tying home sales to HUD HOME price limits and rentals to HUD Fair Market Rents; and, Whereas, the City's plan encourages and provides developers / builders with the greatest flexibility in designing and developing homes that will provide options and opportunities to support a vibrant mixed income community. Therefore, be it resolved, that the Board of Commissioners of the Corpus Christi Housing Authority and Thanksgiving Homes hereby offers this Letter of Support. The Board further expresses it appreciation for the City's consideration and award of lots to Thanksgiving Homes as part of this plan. 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O • d a �T E �jw vr C OLL Olt rk E - c' alh to/� eF I Lf) NU U U U U U U U fII (II (B fB fB fD fB Lr) (14 0 LI) M Q) 0 Ln L11 It ' 0 � Lr) l.0 O O O O O O O O V J V U U U . U . COC � �. co ai Ln +, ai 4, ai E E E cm E 2 E U 2 E U do = E ui ao = E Ln O N > O a E > O w E Ln 2 Lnai � 2 E E H 2 U 2 U M so N N t � U U M L n ♦"� r-I i 0 .O • ) CL ( ' W N U C6 U 0 N M r-I 14 O .CL t J c; r O U J N Ll') L � 01 W ONO 0 U 06O _ 3 N r� co O U N N N M O O O •u G U x +� 000 (3) U O 0 0 0 .- �+ m m E C Vf O �L. -0 -0 p i U U U *c *c ,C buo � � � z 4- 0 N IA 4-j O CL (3) i v i c c bA 4� C a 0 4--J ° cV _0 (1) LL vi U (3) N j M a_' —O ON 4-J r� � -0 > U U i i M N c6 O Q - O N ^ —0M •O a--+ _ p0 U O ^ 0 ca t/)- -0 +� a--+ - _ a--+ o ° o o 14� a--+ U N 0 i �i Q L a--+ Q J ateo 11) -0 (1) O Vf •— L.L V) N >O Q) M a--+ � ) •� _0 U M CL i Q _� DC � v CL� a--+ O c6 •� � ~ i 000 O — . i •� Q (3) -0 N •�_ p O ca cn N ca •— - � L E N O chi) — X — O •— i Ln ca ca Q w O N x ca N = O cc� Q c�i� N i MU c 2 aJ 01 O ca O� T rams O =3 se 0 0 PH o AGENDA MEMORANDUM NCORPO0.1¢ First Reading for the City Council Meeting of May 21, 2024 ss52 Second Reading for the City Council Meeting of June 11, 2024 DATE: April 30, 2024 TO: Peter Zanoni, City Manager FROM: Dan McGinn, Director of Planning and Community Development danielmcCa)-cctexas.com (361) 826-7011 Sale and Conveyance of surplus land in the amount 1 .1175 acres to DSW Homes, LLC. CAPTION: Ordinance authorizing the conveyance of 7 lots (0.46 acres total) of surplus land located at or near 2203 Morris Street and 715 19th Street to DSW Homes, LLC for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with DSW Homes, LLC for the purchase of 10 lots (0.66 acres-total) of surplus land located at or near 2211, 2217 2219, 2307, 2309, and 2311 Morris Street for $10 per lot and development of affordable housing. SUMMARY: This ordinance sells and conveys approximately 1.1174 acres of City-owned land to DSW Homes, LLC in two tranches for $10 per developable lot and for their use in the future development of single-family housing; consisting of: Tranche 1 • Summit Addition Portion of Lot 1, all lots 2 & 3 of Block 6, and Summit Addition Lots 38 thru 42 of Block 6; (7 lots, approximately 0.4570 acres). Tranche 2 • Summit Addition Block 6 lots 8-13, 18-21; (10 lots, approximately 0.6605 acres) DSW Homes, LLC will assume property maintenance responsibilities for their assigned Tranches 1 and 2, including mowing and litter abatement upon execution of the agreement. Proiect Parameters • Undeveloped lots are not transferrable. • From sale/release of each tranche all certificates of occupancy for units in tranche must be issued within 24 months. • Affordability Period of 10 years o Max sales price and value limited to "Home and Housing Trust Fund Homeownership Sales Price Limits" for newly constructed units, established and published by HUD annually under Part 92.254(a)(2)(iii), Title 24 CFR (currently $253,000), or similar HUD program should HOME/HTF Purchase Price Limits cease to be published in the future; o Or max Fair Market Rent established and published by HUD annually in Part 888, Title 25 CFR (currently $1,763 for a 3-bedroom, and $2,066 for a 4-bedroom unit). • If property is sold or rented above affordability restrictions within the 10-year period, a cost recapture must be paid to the City in the amount of$5.15 per square foot of land within 90 days of the sale or rental. o If cost recapture not paid, the property reverts to the City. BACKGROUND AND FINDINGS: Project History • May 2023: The Ed Rachal Foundation gifted the former Lamar Elementary School site to the City along with 55 smaller parcels in the vicinity of the larger site. • Recognizing the unique opportunity to implement the recently adopted Westside Area Development Plan by attracting new development investments, addressing residents' request for a variety of housing options, stabilizing this established neighborhood, and delivering public safety improvements for area residents, City staff issued a request for letters of interest (RFI) to work with one or more experienced housing developers. • August 2023: RFI Outreach and Marketing o RFI published on City Website in early August 2023 o City News Release and Council Memo issued August 4, 2023 o Email notification sent to over 50 housing development contacts. o Staff presentation at the Development Services Task Force meeting on August 18, 2023 • The RFI period closed on September 11, 2023. Five proposals were submitted. • December 2023: City Council approved the sale and conveyance of a 3.47-acre parcel of City-owned land, including the former Lamar Elementary School Site to TG 110 Inc. for the development of affordable housing. • Winter 2023 through Spring 2024: Engagement with single-family housing developers that responded to the RFI. Next Steps • Planning Division and Development Services to present rezoning cases in support of infill housing development of lots included in the RFI. • Planning Division staff will provide technical assistance to developers as needed to facilitate the Development Services permitting process. ALTERNATIVES: Awarding purchase contracts to all single-family developers that submitted letters of interest in response to the Lamar Elementary RFI presents a strategic approach to expedite infill housing construction support synergistic investments benefiting all parties, including current neighborhood residents. The City can choose to allocate the property to RFI respondents in an alternate configuration and/or distribution. The City can choose to not sell the property, but it will remain vacant and will require ongoing city-funded site maintenance. FISCAL IMPACT: Though the vacant land was gifted to the City, there are ongoing maintenance costs such as mowing and litter abatement as well as more difficult to quantify service cost impacts on the surrounding neighborhood caused by the preponderance of vacant lots. The City ordered an appraisal of property. An appraisal of the 0.0733-acre lot at 536 191" street was conducted by Lowery Property Advisors, LLC on April 26, 2024, and the property has an appraised value of$5.15 per square foot. For comparison, the Nueces County Appraisal District 2023 land valuation of all the surplus land included in the RFI averages $4.45 per square foot. The fiscal impact is revenue payment to the City in an amount of$10.00 per developable lot, amounting to $170.00 in total, to be deposited into the General Fund as well as the assumption of property maintenance by DSW Homes, LLC of their assigned Tranche 1 and 2 lots. The developed property will be placed back on the property tax rolls. Funding Detail: Fund: 1020 General Fund Organization/Activity: 11020 General Governmental Revenue Department: 888 Revenue Project # (CIP Only): Account: 343590 Sale of Scrap/City Property RECOMMENDATION: City staff recommends approval of the Ordinance for the sale and conveyance of City surplus property at or near 2203 Morris Street; 715 191" Street; and 2211, 2217, 2219, 2307, 2309, and 2311 Morris Street; to DSW Homes, LLC for the purpose of site redevelopment into single- family housing. LIST OF SUPPORTING DOCUMENTS: Ordinance Ordinance Exhibit A - Request for Interest Real Estate Contract Option Agreement Appraisal Letter of Support Presentation Ordinance authorizing the conveyance of 7 lots (0.46 acres total) of surplus land located at or near 2203 Morris Street and 715 19th Street to DSW Homes, LLC for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with DSW Homes, LLC for the purchase of 10 lots (0.66 acres-total) of surplus land located at or near 2211, 2217 2219, 2307, 2309, and 2311 Morris Street for $10 per lot and development of affordable housing. WHEREAS, in accordance with Texas Local Government Code§272.001(g), the City may convey land to an entity for the development of low-income or moderate-income housing for less than fair market value to use the property in a manner that primarily promotes the municipality's public purpose without complying with the notice and bidding requirements of Texas Local Government Code § 272.001(a) or other law; WHEREAS, the City owns vacant Lots 1-3 and 38-42, Block 6 Summit Addition Subdivision, which combined is 0.46-acres, of surplus land located at or near 2203 Morris Street and 715 19th Street, as shown in (Exhibit A) attached hereto and incorporated by reference; WHEREAS, the City owns vacant Lots 8-13 and 18-21, Block 6 Summit Addition Subdivision, which combined is 0.66-acres, of surplus land located at or near at or near 2211, 2217 2219, 2307, 2309, and 2311 Morris Street, as shown in (Exhibit A) attached hereto and incorporated by reference; WHEREAS, the conveyances are conditioned so that title in any lot described herein will revert to City if the grantee fails to construct a single-family dwelling on such lot for low-income or moderate-income housing and obtain a certificate of occupancy for such dwelling within two years from the date of the conveyance, unless construction of a single-family dwelling has started and a one-year extension is granted to obtain a certificate of occupancy; WHEREAS, the conveyances include Cost Recapture, Reverter, and Covenant Running with the Land where a full lot reverts to the City of Corpus Christi if within 10 years (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1-Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254; or(2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115; and (3)the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental; WHEREAS, the fair market value of each lot is $5.15 per square foot; WHEREAS, the construction of low and moderate-income housing will revitalize the neighborhood surrounding the former Lamar Elementary School; and WHEREAS, where the terms and conditions of the transactions effectuate and maintain the public purpose of providing low-income or moderate-income housing per Texas Local Government Code §272.001(g) and/or §253.011. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI,TEXAS, THAT: 1 Section 1. The City Council specifically finds that the foregoing statements included in the preamble of this ordinance are true and correct and adopts such findings for all intents and purposes related to the authorization of this project. Section 2. The City Manager or designee is authorized to execute all documents necessary to sell and convey approximately 0.46 acres of surplus land, being Lots 2 with a portion of Lot 1, 3, 38, 39, 40, 41, and 42, Block 6, Summit Addition Subdivision, City of Corpus Christi, Nueces County, Texas, located at or near 2203 Morris Street and 715 19th Street to DSW Homes, LLC in exchange for $10 per lot and the development of the property for low-income or moderate- income housing. Only a portion of Lot 1, Block 6, Summit Addition, is being conveyed and is included with Lot 2, Block 6, Summit Addition. Section 3. The City Manager or designee is authorized to execute an options contract with DSW Homes, LLC for the option to purchase approximately 0.66 acres of surplus land being Lots 8, 9, 10, 11, 12, 13, 18, 19, 20, and 21, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2211, 2217, 2219, 2307, 2309, and 2311 Morris Street, in exchange for $10 per lot and maintenance of the property, for a period of 24 months, with such option exercisable upon the construction of low-income or moderate-income housing on Lots 2-3 and 38-42, Block 6 Summit Addition Subdivision, City of Corpus Christi, Nueces County Texas. Section 4. The City Manager or designee is authorized to execute all documents necessary to sell and convey approximately 0.66 acres of surplus land, being Lots 8, 9, 10, 11, 12, 13, 18, 19, 20, and 21, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2211, 2217 2219, 2307, 2309, and 2311 Morris Street to DSW Homes, LLC in exchange for $10 per lot and the development of the property for low-income or moderate-income housing. Introduced and voted on the day of , 2024. PASSED and APPROVED on the day of , 2024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary 2 EXHIBIT A /. Property Development: Former Lamar Elementary Site J & Nearby Neighborhood Parcels 2023 Request for Interest SECTION I. OVERVIEW The City of Corpus Christi (City) is issuing this Request for Interest (RFI) for the former Mirabeau B. Lamar Elementary School site and additional city-owned parcels in the surrounding neighborhood. ■ The city is seeking one or more experienced real estate development teams to develop housing on the former Lamar school site and additional neighborhood lots. ■ The city envisions infill housing development and is open to innovative concepts that aid the city with meeting local housing affordability needs while stabilizing an established neighborhood. Property Description Currently vacant, the site that was once home to Lamar Elementary School which was originally part of the 1908 Eckerd Subdivision while parcels to the east of 19t" Street are part of the 1929 Jasmin Subdivision. Narrow and deep single-family lots, typical of this time, are common throughout the neighborhood, though many lots have been combined over the decades to form larger parcels. Other neighborhood institutions include St. Joseph's Catholic Church, the Garcia Arts Center and Park, and educational facilities like the Marguerite Child Development Center and a charter high school. Lamar Elementary served many generations, starting in 1941. The school was closed in 2010 and later demolished in 2021 to make way for new development and neighborhood investment. Though no longer standing, the site still holds historical significance as the 1948 location of the meeting that formed the American GI Forum, the civil rights group founded by Dr. Hector P. Garcia. (Katheryn Cargo for the Caller Times, November 20, 2021) The city-owned parcels that are included in the RFI are detailed in Map 1 and Table 1 on the following pages. City of Corpus Christi 1 of 8 EXHIBIT A T1 Map 1: Lamar RFI Parcels' - - I City of Corpus Christi, TX � m w Mar9u erP[e St —• A7ff++ 11 �43. YrY =42A ` +■ =38MM ' 1�8� 534M4` 14 13 12 U9 O7 06 OS 04 63 02 47 0 * A �53 52 51 48� r1321 A9so 50 3 541 Mary St _ f �} of - r 'fir Imo., __ rfis st ' z as s 6 z7 e t Lk s Table 1: Lamar RFI Parcel Detail RFI Nueces County Legal Description Address Lot Zoning Parcel ID Tax ID � Acres District 1 224500010010 ECKERD BLK 1 LOT 1 2212 MORRIS ST 2.07 CI 2 224500020010 ECKERD LTS 1 AND 2 BK 2 521 19th ST 0.17 RS-6 3 224500020030 ECKERD LTS 3&4 BLK 2 2206 MARY 0.17 RS-6 4 224500020050 ECKERD LT 5 BK 2 2208 MARY 0.08 RS-6 5 224500020060 ECKERD LTS 6&7 BK 2 2210 MARY 0.17 RS-6 6 224500020080 ECKERD LT 8A BLK 2 2212 MARY 0.16 RS-6 7 224500020100 ECKERD LT 10 BLK 2 2214 MARY 0.08 RS-6 8 224500020110 ECKERD LT 11 BLK 2 2218 MARY 0.08 RS-6 9 224500020120 ECKERD LT 12 BK 2 2222 MARY 0.08 RS-6 10 224500020235 ECKERD LT 24A BLK 2 504 20th ST 0.08 RS-6 11 224500020230 ECKERD LT 23A BLK 2 2221 MARGUERITE ST 0.08 RS-6 12 930700090020 PATRICK WEBB LT 2 BLK 9 2304 MARY 0.09 RS-6 13 930700090060 WEBB PATRICK BLK 9 LOT 2312 MARY 0.26 RS-6 _ 6, 7&8 _ 14 930700090110 PATRICK WEBB LTS 11 & 12 2324 MARY ST @ 21ST 0.17 RM-3 BLK 9 City of Corpus Christi 2 of 8 EXHIBIT A 15 840900070390 STEELE LTS 39&40 BLK 7 2614 MARY 0.16 RS-6 16 930700100210 POATRICK WEBB LT 21 BLK 2320 MORRIS 0.06 RS-6 17 930700100250 WEBB PATRICK BLK 10 LOT 2312 MORRIS 0.06 RS-6 25 18 930700100260 26 BB PATRICK BLK 10 LOT 2310 MORRIS 0.06 RS-6 19 930700100270 WEBB PATRICK BLK 10 LOT 2308 MORRIS 0.06 RS-6 20 I 930700100280 I PAT WEBB LT 28 BK 10 2306 MORRIS ST 0.06 RS-6 21 930700100290 POAT WEBB LTS 29&30 BK 623 TWENTIETH ST 0.11 RS-6 22 852900060200 SUMMIT ADDN LTS 20&21 2311 MORRIS 0.14 RS-6 BLK 6 23 852900060190 SUMMIT ADDN LT 19 BLK 6 2309 MORRIS 0.07 RS-6 24 852900060180 SUMMIT ADDN LT 18 BLK 6 2307 MORRIS 0.07 RS-6 25 852900060120 SUMMIT ADDN LTS 12& 13 2219 MORRIS 0.13 RS-6 BLK 6 26 852900060100 SUMMIT ADDN LTS 10& 11 2217 MORRIS 0.13 RS-6 BLK 6 27 852900060080 SUMMIT ADDN LTS 8&9 2211 MORRIS AVE 0.13 RM-3 _ BLK 6 28 852900060010 SUMMIT ADDN POR OF LT 1, 2203 MORRIS AVE 0.15 RS-6 ALL LTS 2&3 BLK 6 29 852900060380 SUMMIT ADDN LTS 38 THRU 715 19th ST 0.31 RS-6 41 &FCL LT 42 BLK 6 30 377500000010 JASMIN LT 1 538 19th ST 0.11 RS-6 31 377500000020 JASMIN LT 2 536 19th ST 0.07 RS-6 32 377500000030 JASMIN LT 3 532 19th ST 0.07 RS-6 33 377500000040 JASMIN LTS 4 AND 5 530 19th ST 0.15 RS-6 34 377500000060 JASMIN LT 6 528 19th ST 0.07 RS-6 35 377500000070 JASMIN LT 7 526 19th ST 0.07 RS-6 36&37 377500000090 JASMIN LTS 9 AND 10 520 19th ST 0.15 RS-6 38 377500000110 JASMIN LT 11 518 19th ST 0.07 RS-6 39 377500000120 JASMIN LT 12 516 19th ST 0.07 RS-6 40 377500000130 JASMIN LT 13 514 19th ST 0.07 RS-6 41 377500000140 JASMIN LT 14 512 19th ST 0.07 RS-6 42 377500000150 JASMIN LT 15 510 19th ST 0.07 RS-6 43 377500000160 JASMIN LT 16 508 19th ST 0.07 CN-1 44 377500000270 JASMIN LT 27A 429 MARGUERITE ST 0.14 RM-3 45 377500000290 JASMIN LT 29 503 18th ST 0.07 RM-3 46 377500000300 JASMIN LT 30 505 18th ST 0.07 RM-3 47 377500000310 JASMIN LT 31 AND N 12.50 507 18th ST 0.10 RM-3 OF LT 32 48 377500000350 JASMIN LT 35 515 18th ST 0.07 RM-3 49 377500000360 JASMIN LT 36 517 18th ST 0.07 RM-3 50 377500000370 JASMIN LT 37& PT LT 38 519 18th ST 0.13 RS-6 51 462500070060 LUTER PART LT 6 BK 7 2022 MARY 0.05 RM-3 52&53 462500070100 LUTER PARTITION BLK 7 2028 MARY 0.16 RM-3 LOTS 8 THRU 10 City of Corpus Christi 3 of 8 EXHIBIT A 54 462500070110 BK TER PART LTS 11 AND 12 2034 MARY 0.11 RM-3 55 573600050010 NEYLAND COL MEX LTS 1 & 508 18th ST 0.12 RM-3 2BK5 56 462500050020 1 H E LUTER PART LT 2 BK 5 1 502 18th ST 0.16 RM-3 W Map 2: Neighborhood Zoning IL -04 City of Corpus Christi,TX 1-13 IL 42 ON e,lte sr 141 SD 40b� 6 Y17 08 �f:45� SE 296 36 946� 19 1 S > 09 D]D6 OS Dd 03 0] 35 04 INS . 33 �tqq� 53 5] SI 3132 49ANNE, S4r 1 50 Mary [ 30 1] 19 I1 16 IB 20 21 I ` L RMe 3 23 ]9 CI CI r . RM3 " CN-1 o zso so�6p- RM-3 Ps Cc Kr z T—,P k 'aV Idl-e 1i nClm= F Ic_Soft CONANP'z,�,' t c T -lDi, i,rn ET]Nn � >n nlPs.uSc�isu City of Corpus Christi 4 of 8 EXHIBIT A ME NMI Map 3: Neighborhood Amenities City of Corpus Christi, TX ille Mr .I Wilm Coun, si ••u ou:, ° Park �-or•e E a s �r. o £ Ge• 9- Ben �a Elements Gy o mo Mar�g•u�erite Child ;� �?Garcia Par Development Center Garcia A • &E•ucati© Qgnw, al 0 orpus • ri i oli•e letic Elementary Z 1iu H_a• 't•ark � J•e Garza Pa moRGAN Za .-la -ni r -r �arci Family Health C-rater 0 0.5 1Miles Nearby Neighborhood Assets ✓ Adjacent CCRTA Bus Stops on 19t" St. (Route 21 —Arboleda) ✓ Adjacent Premier High School (Charter School) ✓ Adjacent St. Joseph's Catholic Church ✓ Antonio E. Garcia Arts & Education Center (5-minute walk) ✓ Antonio E. Garcia Park (5-minute walk) ✓ Marguerite Child Development Center (5-minute walk) ✓ Dr. Hector P. Garcia Memorial Family Health Center (10-minute walk) ✓ Neighborhood-serving commercial establishments along Agnes Street, S. Port Avenue, and Morgan Avenue (5 to 10-minute walk) Within a 20-minute walk: ✓ Ben Garza Park and Gymnasium: 15-minute walk, 5-minute bicycle ride ✓ Zavala Head Start: 15-minute walk, 5-minute bicycle ride ✓ Zavala Elementary School: 20-minute walk, 5-minute bicycle ride ✓ Zavala Senior Center: 20-minute walk, 5-minute bicycle ride City of Corpus Christi 5 of 8 EXHIBIT A ✓ Joe Garza Community Park and Recreation Center: 20-minute walk, 5-minute bicycle ride Within a 30-minute walk: ✓ George Evans Elementary School: 25-minute walk, 10-minute bicycle ride ✓ Driscoll Middle School: 35-minute walk, 10-minute bicycle ride ✓ Roy Miller High School: 25-minute walk, 10-minute bicycle ride ✓ City Hall: 25-minute walk, 10-minute bicycle ride Utilities All utilities are available within the area, the Corpus Christi Water (CCW) department is currently evaluating the existing system to identify any needed upgrades. Land Use/Right-of-Way/Public Utility Improvements The city will work with selected project sponsor/s on needed rezoning and zoning regulation adjustments, right-of-way closures, public utility improvements, and/or land costs to accommodate proposed project/s that meet the city's housing affordability and infill needs. Any city accommodations must align with commensurate public benefits, focused primarily on meeting local housing affordability and neighborhood stabilization needs. Area Demographics The Former Lamar Elementary School site and neighborhood lots are located within Nueces County's Census Tract 10. Below are select demographic and housing characteristics within this Census Tract. 2020 Decennial Census (Redistricting File) • Population: 2,751 • Hispanic or Latino: 2,391 • Households/Occupied Housing Units: 992 • Vacant Housing Units: 242 • Group Quarters Population: 85 (nursing/skilled nursing facility residents) 2021 American Community Survey (5-year Estimates) • Median Age: 34 years • Educational Attainment of Population age 25 and older: o Less than high school graduate: 42.5% o High school graduate (includes equivalency): 30.5% o Some college or associate's degree: 24.8% o Bachelor's degree: 1.6% o Graduate or professional degree: 0.6% • Average Household Size: 2.8 persons per household • Median Household Income: $22,220 • Household Tenure: 45% owner-occupied, 55% renter-occupied City of Corpus Christi 6 of 8 EXHIBIT A • Housing Characteristics: 78% 1-unit structures, 20% 2-or-more unit structures, 2% mobile homes and all other types of units. Affordable and Low-Income Housing Subsidies and incentives may be available for developments that include affordable and low- income housing. Subsidies and incentives are offered based on a variety of factors, including project scope, funding sources, and local, State, and Federal restrictions. SECTION II. LETTER OF INTEREST SUBMISSION Proposers must submit a Letter of Interest addressed to the Planning and Community Development Department located on the second floor of City Hall at 1201 Leopard Street Corpus Christi, Texas, 78401. Within the Letter of Interest, the proposer should provide the following information. Description of Entity and Experience — A description of the entity submitting the Letter of Interest must include, if not an individual, the name of all partners, corporate name(s), and dba(s) if applicable, and the pertinent address and telephone number, names and addresses of all investors, shareholders, and officers of the corporation. The description submitted by the purchaser/developer shall also provide the following information: ■ A clear statement of the purchaser/developer's interest in purchasing and redeveloping the space with potential ideas for its reuse —with specific lots identified. ■ A clear statement of the purchaser/developer's experience in purchasing and redeveloping space. ■ Experience (if any) working with the public sector. ■ Experience (if any) with delivering infill and or affordable housing products. ■ The estimated timeline for development from the date of acquisition. Submission of Letter of Interest Letters of Interest are due at the City of Corpus Christi Department of Planning and Community Development, City Hall, Corpus Christi, Texas 78401 no later than 5 pm on September 11, 2023. Inquiries Any inquiries related to this RFI must be submitted in writing, no later than five (5) days before the RFI deadline, to: Daniel McGinn Director of Planning and Community Development City of Corpus Christi 1201 Leopard Street Corpus Christi, Texas 78401 Email: Danielmc@cctexas.com Phone: (361) 826-1614 City of Corpus Christi 7 of 8 EXHIBIT A SECTION III. REVIEW OF LETTERS OF INTEREST Letters of Interest will be evaluated on a combination of the following: project or proposal ideas; experience, particularly regarding infill housing and affordable housing, supportive housing, and neighborhood investment projects; professional qualifications and expertise on similar housing and infill projects; approach to the planning/permitting process; and the ability to bring projects to a timely and successful conclusion. All Letters of Interest will be reviewed by representatives from the City Manager's Office. As this is a Request for Interest only, this Request may lead to one of the following outcomes: ■ A request for additional information from one or more respondents; ■ The issuance of a Request for Proposals (RFP) to one or more responders chosen as part of this Request; ■ The issuance of an RFP opened to all potential development teams; ■ Direct negotiations for sale/lease and redevelopment of the property with a development team selected as a result of this Request; ■ Termination of this process without selection of a development team or issuance of an RFP. Terms of this Request: this Request is not a request for competitive proposals and in no way obligates the City to enter into a relationship with any entity that responds, or limits or restricts the City's right to enter into a relationship with an entity that does not respond. In its sole discretion, the City may pursue discussion with one or more entities responding to this Request or none at all. City of Corpus Christi 8 of 8 Real Estate Sales Contract THE STATE OF TEXAS § KNOW ALL BY THESE PRESENTS COUNTY OF NUECES § This Contract is entered into by the City of Corpus Christi, a Texas home-rule municipality, with an address of 1201 Leopard Street, Corpus Christi, Nueces County, Texas 78401 ("Seller") and DSW Homes, LLC, a Texas Limited Liability Company with an address of 1650 E. Winding Way Dr Bldg B, Friendswood, Tx 77546-5128 ("Buyer"). 1. Property. Seller, for the consideration and under the terms set out herein, agrees to convey to Buyer the following lots: 1) Lots 1 and 2, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, less portion of Lot 1 conveyed to the City of Corpus Christi, TX by Deed dated May 8, 1943, and recorded at File No. 196397, Volume 300, Page 56, Deed Record of Nueces County, located at or near 2203 Morris Street, 2) Lot 3, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2203 Morris Street, 3) Lot 38, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 715 19th Street, 4) Lot 39, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 715 19th Street, 5) Lot 40, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 715 19th Street, 6) Lot 41 , Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 715 19th Street. 7) Lot 42, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 715 19th Street. 2. Purchase Price. The purchase price is $10.00 per lot and the development of each lot for low-income or moderate-income housing. The Buyer will construct low- income or moderate-income housing on each lot conveyed. For this agreement, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the properties per Texas Local Government Code 272.001(g). 3. Title Insurance. The Buyer, at Buyer's expense, may acquire a title insurance policy that guarantees good and indefeasible title to the Property, without exceptions to title other than the standard printed exceptions and exceptions permitted under this Contract, and that wholly insures and indemnifies Buyer against any title defects or adverse claims. 4. Property Taxes. The City of Corpus Christi, as the owner of this property, is exempt from local property taxes. Any taxes due after conveyance are the responsibility of the Buyer. 5. Special Warranty Deed. Seller will execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer must make the cash payment. 6. Reverter Clause. The Special Warranty Deed for all lots sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 7. Cost Recapture, Reverter, and Covenant Running with the Land Clause. The Special Warranty Deed for all lots sold shall include Cost Recapture, Reverter, and Covenant Running with the Land clause as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Page 2 of 8 Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254-1 or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115-1 and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 8. Non-Transferable. Prior to constructing a single-family dwelling for low-income or moderate-income housing outlined in this agreement, the Buyer shall not transfer the property described herein. Any attempt to do so shall be null and void, and the party responsible shall be liable for any resulting damages incurred by the other party. 9. Property Maintenance. Upon conveyance, Buyer shall maintain the described properties by mowing all grass and vegetation as often as necessary to maintain Page 3 of 8 a height of less than 12 inches, effective upon execution of this Agreement. Buyer shall not allow weeds or brush twelve inches or higher to grow on the described property. Additionally, the Buyer will keep the described properties free of litter and solid waste. 10. Closing. There shall be no formal closing for this transaction. Within 30 days of this Agreement's execution, Buyer will provide cash payment. Within 30 days of receipt of cash payment, Seller shall execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer will be responsible for recording the Special Warranty deed in the Real Property records of Nueces County. 11 . Survives Closing. This Contract survives the Conveyance of the Property and the delivery of the Special Warranty Deed and other necessary documents by Seller to Buyer, and all terms and conditions remain in effect between Seller and Buyer. 12. Property Condition. A. Buyer acknowledges and agrees that Buyer is purchasing the property "AS-IS" "WHERE-IS" and "WITH ALL FAULTS" without any warranties, representations or guarantees, either expressed or implied, of any kind, nature or type whatsoever from or on behalf of seller. Without limiting the generality of the foregoing, Buyer acknowledges and agrees that Seller hereby expressly disclaims any and all implied warranties concerning the condition of the property and any portions thereof, including but not limited to environmental conditions, presence or absence of hazardous materials and implied warranties of habitability, merchantability or fitness for a particular purpose. B. Buyer acknowledges and agrees that BUYER HAS NOT RELIED, AND WILL NOT RELY, upon any representations or warranties (oral or written) made by, or purportedly made on behalf of, Seller unless such representations and warranties are expressly set forth in this Contract. C. Except as otherwise specifically provided in this Contract, Buyer agrees that no representation by or on behalf of Seller have been made to Buyer as to the condition of the Property, any restrictions related to the condition of the Property, any restrictions related to the development of the Property, the applicability of or compliance with any governmental requirements, including but not limited to environmental laws or the suitability of the Property for any purpose whatsoever. D. Buyer releases Seller from any claims it may have against the Page 4 of 8 Seller now or in the future under the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C.A §§ 9601 et seq. as amended; the Resource Conservation and Recover Act, 42 U.S.C.A. §§ 6901 et seq. as amended; the Texas Solid Waste Disposal Act, Tex. Health & Safety Code §§ 361 .001 et seq. as amended; any other analogous state or federal statute; and common law arising from the environmental conditions of the Property or the presence of hazardous substances, solid wastes, or any other pollutants or contaminants on the Property. 13. Broker's Commission. Seller and Buyer have not commissioned a Broker to represent their interests, and neither are responsible for any brokerage or real estate commissions in connection with this Contract. Any costs associated with services to either party are the responsibility of the party that contracted the services. 14. Essential. Time is of the essence in closing this transaction. 15. Effective Date. The effective date of this Real Estate Sales Contract is the date on which the Contract is signed by the Seller. 16. Governing Law and Venue. This Agreement is subject to all federal, State, and local laws, rules, and regulations. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 17. Supersedes previous agreements. This Contract constitutes the only agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Contract. 18. Counterparts: Multiple original copies of this contract may be executed, and the execution of this contract may be through the execution by the parties of separate counterparts. All of the original copies of this contract together shall constitute one agreement, binding on all of the parties hereto notwithstanding that the parties hereto may or may not be signatories to the same counterpart. Each of the undersigned parties authorizes the assembly of one or more original copies of this contract, such that each such original copy of this contract shall consist of (i) the body of this contract and (ii) counterpart signature pages and acknowledgment pages which collectively include all of the signatures and acknowledgments of the parties hereto. Each such contract shall constitute one original of this contract. 19. Assignment: Buyer shall not assign this Contract. Seller shall not assign this Contract. In the event an assignment is attempted, in violation of this Section, then Buyer's rights under this Contract shall automatically and immediately terminate Page 5 of 8 without notice. 20. Breach of Contract. Buyer's failure to develop the conveyed parcels for low- income or moderate-income housing as defined herein constitutes a breach of contract. Seller has all remedies in law for a breach of contract. 21 . Government Function. This Agreement is to perform a governmental function solely for the public benefit, and the City does not waive its immunity by entering into and performing its obligations under the Agreement. 22. Deed Amendment. Upon request from Buyer, Seller will file an amended Special Warranty Deed if Buyer has started construction of a single-family dwelling but will be unable to obtain a certificate of occupancy within 2 years of the conveyance. The amended Special Warranty Deed will provide an additional year to obtain a certificate of occupancy prior to reversion. Page 6 of 8 Seller City of Corpus Christi Jeff H. Edmonds, P.E., Director of Engineering Services THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Jeff H. Edmonds, P.E., Director of Engineering Services of the City of Corpus Christi, a Texas municipal corporation, on behalf of said corporation. Notary Public in and for the State of Texas APPROVED AS TO LEGAL FORM THIS DAY OF 202 Assistant City Attorney City Legal Department Page 7 of 8 Buyer DSW Homes, LLC. Donald Gerratt, Chief Executive Officer THE STATE OF TEXAS § COUNTY OF § This instrument was acknowledged before me on 202_, by Donald Gerratt, Chief Executive Officer of DSW Homes, LLC. Notary Public in and for the State of Texas Page 8 of 8 OPTION FOR SALE OF REAL PROPERTY Whereas, DSW Homes, LLC is a Texas Limited Liability Company; Whereas, DSW Homes, LLC has proposed property development of vacant lots near the Former Lamar Elementary School and; Whereas the City of Corpus Christi seeks to have property developed for low- and moderate-income households as a primary activity to promote the community-based revitalization of the City; Now, therefore, for and in consideration of $100 and property maintenance, the City of Corpus Christi, hereinafter referred to as "City," hereby grants to DSW Homes, LLC, hereinafter referred to as "Optionee," an exclusive right and option to purchase the following described properties: 1) Lot 8, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2211 Morris Street, 2) Lot 9, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near at 2211 Morris Street, 3) Lot 10, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2217 Morris Street, 4) Lot 11 , Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2217 Morris Street, 5) Lot 12, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2219 Morris Street, 6) Lot 13, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2219 Morris Street, 7) Lot 18, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2307 Morris Street. 8) Lot 19, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2309 Morris Street. 9) Lot 20, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2311 Morris Street. 10) Lot 21, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2311 Morris Street. 1 Section 1. Property Maintenance The Optionee shall maintain the described properties herein by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. The Optionee shall not allow weeds or brush twelve inches or higher to grow on the described properties. Additionally, the Optionee will keep the described properties free of litter and solid waste. If such property is not maintained, the City will send notice to the Optionee of this failure. The City may cancel this Option Contract if the Optionee does not cure the failure within 30 days of receiving the notice from the City. Section 2. Option Period The option to purchase the property, hereinafter referred to as the "Option," shall commence upon the final execution of this contract and will expire on June 30, 2026, without notice to the Optionee. This option may only be exercised by Optionee after the construction of single-family dwellings on Lots 1, 2, 3, 38, 39, 40, 41, and 42, Block 6, Summit Addition Subdivision, City of Corpus Christi, Nueces County, Texas, located at or near 2203 Morris Street and 715 19th Street. Upon request from the Optionee, the City may extend the option an additional year if the city has granted an extension to obtain a certificate of occupancy for a single-family dwelling. Section 3. Purchase Price The purchase price for the above-described properties is $10 per lot. The consideration paid herein shall be applied against the purchase price. Consideration also includes the use of the property for low-income and moderate-income housing, with low-income and moderate-income housing being defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 4. Forfeiture of Consideration If the Optionee fails to exercise this Option before its expiration or the City terminates for failure to maintain the property, the City will retain the consideration paid herein. Section 5. Reverter Clause The Special Warranty Deed of all lots to be sold shall include a reverter clause as follows: Reverter 2 A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 6. Cost Recapture, Reverter Clause, and Covenant Running with the Land The Special Warranty Deed for all lots of all lots to be sold shall include Cost Recapture, Reverter Clause, and Covenant Running with the Land as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by 3 the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254; or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115; and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 7. Notice of Option's Exercise The Optionee's election to exercise this Option shall be by executing and delivering to the City the attached Real Estate Sales Contract on or before the expiration date hereof. Upon delivery of said executed sales contract, the City shall forthwith execute the same within thirty days. Section 8. Assignability of Option Optionee shall not assign the Option. In the event an assignment is attempted in violation of this Section, then Optionees' rights under this Option Contract shall automatically and immediately terminate without notice. Section 9. Notice Unless otherwise provided herein, any notice, tender, or delivery to be given hereunder by either party to the other may be effected by personal delivery in writing or by registered or certified mail, postage prepaid, return receipt requested, and shall be deemed received as of actual receipt or three business days from mailing, whichever is earlier. Mailed notices shall be addressed as set forth below, but each party may change his or her address by written notice in accordance with this Section. To the City: City of Corpus Christi Attn: Director of Planning and Community Development P.O. Box 9277 Corpus Christi, TX 78469-9277 To the Optionee: 4 DSW Homes, LLC Attn: 1650 E. Winding Way Dr Bldg B Friendswood, TX 77546-5128 Section 10. Binding Effect This Option shall be binding on the City and shall inure to the benefit of Optionee. Remainder of page intentionally left blank; signature page to follow. 5 Executed this day of at County, Texas. Optionee Donald Gerratt, Chief Executive Officer Date DSW Homes, LLC 1650 E. Winding Way Dr Bldg B Friendswood, TX 77546-5128 City Peter Zanoni, City Manager Date City of Corpus Christi P.O. Box 9277 Corpus Christi, Texas 78469 APPROVED AS TO FORM: Deputy City Attorney Buck Brice 6 Real Estate Sales Contract THE STATE OF TEXAS § KNOW ALL BY THESE PRESENTS COUNTY OF NUECES § This Contract is entered into by the City of Corpus Christi, a Texas home-rule municipality, with an address of 1201 Leopard Street, Corpus Christi, Nueces County, Texas 78401 ("Seller") and DSW Homes, LLC, a Texas Limited Liability Company with an address of 1650 E. Winding Way Dr Bldg B, Friendswood, TX 77546-5128 ("Buyer"). 1. Property. Seller, for the consideration and under the terms set out herein, agrees to convey to Buyer the following lots: 1) Lot 8, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2211 Morris Street, 2) Lot 9, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near at 2211 Morris Street, 3) Lot 10, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2217 Morris Street, 4) Lot 11, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2217 Morris Street, 5) Lot 12, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2219 Morris Street, 6) Lot 13, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2219 Morris Street, 7) Lot 18, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2307 Morris Street. 8) Lot 19, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2309 Morris Street. 9) Lot 20, Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2311 Morris Street. 10)Lot 21 , Block 6, Summit Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2311 Morris Street. 2. Purchase Price. The purchase price is $10.00 per lot and the development of each lot for low-income or moderate-income housing. The Buyer will construct low- income or moderate-income housing on each lot conveyed. For this agreement, Pagel low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the properties per Texas Local Government Code 272.001(g). 3. Title Insurance. The Buyer, at Buyer's expense, may acquire a title insurance policy that guarantees good and indefeasible title to the Property, without exceptions to title other than the standard printed exceptions and exceptions permitted under this Contract, and that wholly insures and indemnifies Buyer against any title defects or adverse claims. 4. Property Taxes. The City of Corpus Christi, as the owner of this property, is exempt from local property taxes. Any taxes due after conveyance are the responsibility of the Buyer. 5. Special Warranty Deed. Seller will execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer must make the cash payment. 6. Reverter Clause. The Special Warranty Deed for all lots sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single- family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 7. Cost Recapture, Reverter, and Covenant Running with the Land Clause. The Special Warranty Deed for all lots sold shall include Cost Recapture, Reverter, and Covenant Running with the Land clause as follows: Page 2 Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254-1 or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115-1 and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401 . The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 8. Non-Transferable. Prior to constructing a single-family dwelling for low-income or Page 3 moderate-income housing outlined in this agreement, the Buyer shall not transfer the property described herein. Any attempt to do so shall be null and void, and the party responsible shall be liable for any resulting damages incurred by the other party. 9. Property Maintenance. Upon conveyance, Buyer shall maintain the described properties by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. Buyer shall not allow weeds or brush twelve inches or higher to grow on the described property. Additionally, the Buyer will keep the described properties free of litter and solid waste. 10. Closing. There shall be no formal closing for this transaction. Within 30 days of this Agreement's execution, Buyer will provide cash payment. Within 30 days of receipt of cash payment, Seller shall execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer will be responsible for recording the Special Warranty deed in the Real Property records of Nueces County. 11 . Survives Closing. This Contract survives the Conveyance of the Property and the delivery of the Special Warranty Deed and other necessary documents by Seller to Buyer, and all terms and conditions remain in effect between Seller and Buyer. 12. Property Condition. A. Buyer acknowledges and agrees that Buyer is purchasing the property "AS-IS" "WHERE-IS" and "WITH ALL FAULTS" without any warranties, representations or guarantees, either expressed or implied, of any kind, nature or type whatsoever from or on behalf of seller. Without limiting the generality of the foregoing, Buyer acknowledges and agrees that Seller hereby expressly disclaims any and all implied warranties concerning the condition of the property and any portions thereof, including but not limited to environmental conditions, presence or absence of hazardous materials and implied warranties of habitability, merchantability or fitness for a particular purpose. B. Buyer acknowledges and agrees that BUYER HAS NOT RELIED, AND WILL NOT RELY, upon any representations or warranties (oral or written) made by, or purportedly made on behalf of, Seller unless such representations and warranties are expressly set forth in this Contract. C. Except as otherwise specifically provided in this Contract, Buyer agrees that no representation by or on behalf of Seller have been made to Buyer as to the condition of the Property, any restrictions Page 4 related to the condition of the Property, any restrictions related to the development of the Property, the applicability of or compliance with any governmental requirements, including but not limited to environmental laws or the suitability of the Property for any purpose whatsoever. D. Buyer releases Seller from any claims it may have against the Seller now or in the future under the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C.A §§ 9601 et seq. as amended; the Resource Conservation and Recover Act, 42 U.S.C.A. §§ 6901 et seq. as amended; the Texas Solid Waste Disposal Act, Tex. Health & Safety Code §§ 361 .001 et seq. as amended; any other analogous state or federal statute; and common law arising from the environmental conditions of the Property or the presence of hazardous substances, solid wastes, or any other pollutants or contaminants on the Property. 13. Broker's Commission. Seller and Buyer have not commissioned a Broker to represent their interests, and neither are responsible for any brokerage or real estate commissions in connection with this Contract. Any costs associated with services to either party are the responsibility of the party that contracted the services. 14. Essential. Time is of the essence in closing this transaction. 15. Effective Date. The effective date of this Real Estate Sales Contract is the date on which the Contract is signed by the Seller. 16. Governing Law and Venue. This Agreement is subject to all federal, State, and local laws, rules, and regulations. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 17. Supersedes previous agreements. This Contract constitutes the only agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Contract. 18. Counterparts: Multiple original copies of this contract may be executed, and the execution of this contract may be through the execution by the parties of separate counterparts. All of the original copies of this contract together shall constitute one agreement, binding on all of the parties hereto notwithstanding that the parties hereto may or may not be signatories to the same counterpart. Each of the undersigned parties authorizes the assembly of one or more original copies of this contract, such that each such original copy of this contract shall consist of (i) the Page 5 body of this contract and (ii) counterpart signature pages and acknowledgment pages which collectively include all of the signatures and acknowledgments of the parties hereto. Each such contract shall constitute one original of this contract. 19. Assignment: Buyer shall not assign this Contract. Seller shall not assign this Contract. In the event an assignment is attempted, in violation of this Section, then Buyer's rights under this Contract shall automatically and immediately terminate without notice. 20. Breach of Contract. Buyer's failure to develop the conveyed parcels for low- income or moderate-income housing as defined herein constitutes a breach of contract. Seller has all remedies in law for a breach of contract. 21 . Government Function. This Agreement is to perform a governmental function solely for the public benefit, and the City does not waive its immunity by entering into and performing its obligations under the Agreement. 22. Deed Amendment. Upon request from Buyer, Seller will file an amended Special Warranty Deed if Buyer has started construction of a single-family dwelling but will be unable to obtain a certificate of occupancy within 2 years of the conveyance. The amended Special Warranty Deed will provide an additional year to obtain a certificate of occupancy prior to reversion. Page 6 Seller City of Corpus Christi Jeff H. Edmonds, P.E., Director of Engineering Services THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Jeff H. Edmonds, P.E., Director of Engineering Services of the City of Corpus Christi, a Texas municipal corporation, on behalf of said corporation. Notary Public in and for the State of Texas APPROVED AS TO LEGAL FORM THIS DAY OF 202 Assistant City Attorney City Legal Department Page 7 Buyer DSW Homes, LLC. Donald Gerratt, Chief Executive Officer THE STATE OF TEXAS § COUNTY OF § This instrument was acknowledged before me on 202_, by Donald Gerratt, Chief Executive Officer of DSW Homes, LLC. Notary Public in and for the State of Texas Page 8 �.Wi• it I � r�A r 406 1. ••. r•a��! • •off "•r1 a...►� - - - - i A„e. • ..�9 �14 APPRAISAL r- • s w . � 4.y�� • ..r Vie, Y �►J M ■ f � � I •... rr •'mow I 1 i a•� y N r f ' r REPORT 1 1 1 , • • th Street, Corpus NuecesCounty, Texas -.0. . . ............... CLIENT lowerypa.com April 26, 2024 Bobby Harraid, Jr. City of Corpus Christi Property& Land Acquisition Manager 1201 Leopard Street, Corpus Christi,Texas 78469-9277 VACANT LAND 536 19'"Street, Corpus Christi, Nueces County,Texas In accordance with your request and authorization,we have completed an Appraisal Report of the captioned property for the purpose of developing an opinion of the market value of the subject property. It is our intent to comply with 12 CFR, Subpart C -Subsection 34.42(g), Department of the Treasury, Office of the Comptroller of the Currency, as well as the Uniform Standards of Professional Appraisal Practice (USPAP) and FIRREA. It should be noted that the undersigned have experience in appraising properties considered similar to the subject, in the subject market area, and therefore comply with the Competency Rule as outlined in USPAP. The following report, plus the Addenda, sets forth our findings and conclusions. Maps, plats and photographs that are considered essential to explain the reasoning followed in making the appraisal have been included and the conclusions are expressed therein.Also, no hazardous materials orwaste were noted upon inspection of the subject property.Please refer to the Basic Assumptions and Limiting Conditions section of this report. USPAP Standards Rule 1-2(h) states that an appraiser must identify the scope of work necessary to complete an assignment.The scope of work is acceptable when it is consistent with: (1) the expectations of participants in the market for the same or similar appraisal services; and (2) what the appraiser's peers' actions would be in performing the same or similar assignment in compliance with USPAP. In the case of the subject property, both of these USPAP criteria have been met. NOTEWORTHY POINTS ■ The subject property is a 0.0733-acre (3,192 SF) vacant tract of land. ■ The subject is neither under contract of sale, nor is it listed for sale on the open market. ■ The Sales Approach was fully developed herein.The Income and Cost Approaches to value were omitted and not considered necessary for credible assignment results. The Cost Approach was not considered to be applicable due to the lack of improvements located on the subject site which contribute value. The Income Approach was not considered to be applicable due to the subject as a non-income producing piece of land. The omission of the Income and Cost Approaches to value are not considered to, in any way, reduce the reliability of the value conclusions herein. The appraisal, subject to the assumptions and limiting conditions as expressed herein and conducted according to the Uniform Standards of Professional Appraisal Practice, led us to develop an opinion of market value as follows: VALUE CONCLUSION Status Interest Date Value As Is Fee Simple April 16,2024 $16,000 Support and explanation for our value conclusion is explained in detail in the contents of the attached report. It has been a pleasure to assist you, and if we can be of service to you in the future, please let us know. Lowery Property Advisors, LLC MARIO CARO,MAI,AI-GRS,SR/WA BRIAN BORMANN Texas State Certified General Real Estate Appraiser Texas State Certified General Real Estate Appraiser Certificate No.TX1334889-G Certificate No.TX1381102-G mario@lowerypa.com brian@lowerypa.com BENJAMIN SAUNDERS JEFFREY K.WALTERS Texas State Certified General Real Estate Appraiser Texas State Certified General Real Estate Appraiser Certificate No.TX1381348-G Certificate No.TX1380924-G bsaunders@lowerypa.com jeff@lowerypa.com CONTENTS SALIENTDATA................................................................................................................................................................... 1 SUBJECTPHOTOS ............................................................................................................................................................. 2 INTRODUCTION ................................................................................................................................................................4 SCOPEOF WORK............................................................................................................................................................. 5 REGIONAL......................................................................................................................................................................... 6 NEIGHBORHOOD........................................................................................................................................................... 10 DEMOGRAPHICS............................................................................................................................................................ 16 ECONOMICUPDATE...................................................................................................................................................... 20 SITEDESCRIPTION........................................................................................................................................................... 27 PROPERTYHISTORY ........................................................................................................................................................33 REALESTATE TAXES.........................................................................................................................................................34 HIGHEST & BEST USE .......................................................................................................................................................35 LANDVALUATION..........................................................................................................................................................37 MARKETING / EXPOSURE TIME ...................................................................................................................................... 47 ASSUMPTIONS & LIMITING CONDITIONS......................................................................................................................48 CERTIFICATION............................................................................................................................................................... 50 ADDENDUM.................................................................................................................................................................... 51 SALIENT DATA CORPUS CHRISTI•TEXAS VACANT LAND SALIENT DATA GENERAL Date of Valuation April 16, 2024"As Is" Date of Inspection April 16, 2024 Property Rights Appraised Fee Simple SITE Location The subject property is located along the east side of 19th Street,just north of Mary Street. The address associated with the subject property is 536 19th Street, Corpus Christi, Nueces County, Texas. Site Description Per the Nueces County Appraisal District, the subject site is a 0.0733- acre (3,192 SF) tract of vacant land. The site is generally rectangular in shape with generally level topography.The property is not located in a designated flood plain. Reader is referred to the Site Description section for further details. Legal Description Lot 2, Jasmin Addition, City of Corpus Christi, Nueces County, Texas Zoning "RS-6" -Single-Family 6 District IMPROVEMENTS General Description The subject site is currently vacant land with no improvements. HIGHEST & BEST USE As Vacant Residential development PA 2024.04.139 PAGE 1 SUBJECT PHOTOS CORPUS CHRISTI•TEXAS VACANT LAND SUBJECT PHOTOS =d: AK I _ " 1, LPA 2024.04.139 PAGE 2 � 4g► N w;. 973 2 N Marguerite St 425 M' .• .- k r M-y St F.t,rry St p _- rrAftn »: G ' � t 4 •- �' -a ■ ■ Morris M rr - ■ St Joseph School - ,,:,� re pa it rlo:e ` .ci3 St Juseph:s I Catholic Church r■a, pI �v+mommmmmwww+f ■ �, �I _ i a. pia i 6 ' INTRODUCTION CORPUS CHRISTI•TEXAS VACANT LAND INTRODUCTION This is an Appraisal Report, which is intended to comply with the reporting requirements set forth under Standards Rule 2-2(a) of the Uniform Standards of Professional Appraisal Practice for an Appraisal Report. Supporting documentation concerning the data, reasoning and analyses is retained in the appraiser's file. The depth of discussion contained in this report is specific to the needs of the client and for the intended use stated below. The appraiser is not responsible for unauthorized use of this report. Furthermore, as agreed upon with the client prior to the preparation of this appraisal, this is an appraisal as set forth by USPAP. TYPE OF VALUE The value definition employed in this report is Market Value as defined in 12 CFR - Part 34.44 (FIRREA), Department of the Treasury, Office of the Comptroller of the Currency. Market value means the most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: ■ Buyer and seller are typically motivated; ■ Both parties are well informed or well advised,and acting in what they consider their own best interests; ■ A reasonable time is allowed for exposure in the open market; ■ Payment is made in terms of cash in US dollars or in terms of financial arrangements comparable thereto; and ■ The price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale. Intended Use Internal Management Decisions Intended Users City of Corpus Christi Client City of Corpus Christi Interest Valued Fee Simple Date of Valuation April 16, 2024 "As Is" Date of Inspection April 16, 2024 Date of Report April 26, 2024 PA 2024.04.139 PAGE 4 SCOPE OF WORK CORPUS CHRISTI•TEXAS VACANT LAND SCOPE OF WORK The scope of the assignment relates to the extent and manner in which research is conducted, data is gathered and analysis is applied. In preparing this appraisal, the appraisers did the following: ■ Inspected the subject property; ■ Search the applicable market area for comparable market data. We utilized multiple sources including but not limited to: Costar, Loopnet, area brokers, local MLS, as well as our proprietary database. ■ Interviewed landowners and local brokers familiar with the subject area and considered their insight of the current market and transactions; ■ Obtained information from surrounding counties and area jurisdictions regarding zoning, taxes, property history, flood plain, utilities, etc. ■ Developed an opinion of the market value via the Sales Approach. The inclusion or exclusion of approaches to value was determined by LPA and not our client. ■ The Sales Approach was fully developed herein. The Income and Cost Approaches to value were not considered necessary for credible assignment results. The omission of the Income and Cost Approaches to value are not considered to, in any way, reduce the reliability of the value conclusions herein. The Cost Approach was not considered to be applicable due to the lack of improvements located on the subject site. The Income Approach was not considered to be applicable due to the subject as a non-income producing piece of land. ■ To develop the opinion of value, the appraiser performed an appraisal process, as defined by the Uniform Standards of Professional Appraisal Practice. Extraordinary Assumptions & Hypothetical Conditions It is emphasized that per USPAP, "the use of extraordinary assumptions and or hypothetical conditions may have affected assignment results." These terms are defined as follows: Extraordinary Assumption, "an assignment-specific assumption as of the effective date regarding uncertain information used in an analysis which, if found to be false, could alter the appraiser's opinions or conclusions." This report is made with the following extraordinary assumption(s): ■ None Hypothetical Condition, "a condition, directly related to a specific assignment, which is contrary to what is known by the appraiser to exist on the effective date of the assignment results, but is used for the purpose of analysis." This report is made with the following hypothetical condition(s): ■ None LPA 2024.04.139 PAGE 5 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND REGIONAL The subject is located in the Corpus Christi Metropolitan Statistical Area (MSA) which is located on the Texas Gulf Coast, approximately midway between Houston and the Mexican border. It is 200 miles southwest of Houston, 200 miles south of Austin, 130 miles southeast of San Antonio and 130 miles north of the Mexican border.The MSA covers three counties-Aransas, Nueces, and San Patricio. I)ALI ti .il iD I"- 6} "a _.. rxKe eer ''"I" raemercsT caerwscrielsa 4��' Corpus ChrlSiltang y4 s 'g Roue Dun LPA 2024.04.139 PAGE 6 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND DEMOGRAPHICS According to Esri, the 2021 population estimate of the Corpus Christi Metropolitan Area is 442,600, making it the 7th largest metropolitan area in the Texas. Based on that estimate, the area gained approximately 5,300 new residents between 2020 and 2021.The main industries of the area include military, oil production, shipping, and construction. Leisure and hospitality industries are also important to the area, as the coast attracts many tourists. ECONOMICS Corpus Christi MSA Corpus Christi's economy has paused in recent months, with job growth slowing nearly to a halt. Professional services and government have been especially weak, declining since August. However, core manufacturing is advancing a bit faster than most other industries. The unemployment rate has been relatively steady in the range of 4.5%, more than 0.5 percentage point higher than the national rate. The labor force has stopped rising in recent months after gaining earlier in 2023, but it remains above where it was in early 2020. Housing market data have been mixed. Manufacturing was weak in 2023, but the chances of a rebound in 2024 are beginning to improve. Petrochemical refining as well as equipment and supplies related to drilling makes up the bulk of local production. From the peak in March 2022 through mid-2023, oil prices fell by approximately $50 per barrel, setting in motion a decline in Texas' active drill rigs throughout 2023. The subsequent price gyrations only added to uncertainty, further subduing exploration. On the positive side, exploration companies have been able to boost production of existing wells via improvements in productivity. The forecast is for West Texas Intermediate to rise back into the mid-$80 per barrel range this year, the expectation is that once companies are confident prices will remain elevated, the industry will revive. Separately, in early 2023, Tesla began constructing a lithium-refining facility near Corpus Christi that will support the production of batteries for electric vehicles. The company projects that the plant will be operational in 2024, initially resulting in a few hundred permanent jobs. In the meantime, the facility's construction is adding an additional 500 or more jobs. The logistics industry should continue the recovery that began toward the end of 2023 following a decline through most of the year. One factor behind the recovery is that the Port of Corpus Christi Ship Channel is working on an expansion after receiving federal funding at the end of 2022. Completion is expected this year, resulting in a wider and deeper port better able to accommodate rising export flows of energy and agricultural products. Further, Cheniere is planning a 12 million-ton per year expansion of its local natural gas liquefaction facility. A driver of this activity has been Russia's invasion of Ukraine, which led European and other natural gas importers to seek alternative sources of supply. As a result, in 2022, the U.S. became the world's second-largest exporter after Qatar. LPA 2024.04.139 PAGE 7 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND Residential construction rebounded modestly from its sharp contraction in 2022, but still-elevated mortgage rates will limit further gains in 2024. After house prices fell in the first half of 2023, prices have begun to rise moderately. But demographics will curb gains in housing in the longer term. In particular, there has been no population growth in recent years. One reason is that because the number of high-wage jobs is only half the national share, out-migration occurs as workers search for better jobs elsewhere.Another constraint is that the number of adults with a bachelor's degree is only two-thirds the national share, limiting the metro area's attractiveness for employers considering relocation. Strengths ■ Port of Corpus Christi expansions lead to growth in exports. ■ Rising demand for LNG boosts the distribution industry. Weaknesses ■ Lack of well-paying jobs accelerates outmigration as residents relocate to larger metro areas such as Dallas and Houston. ■ Uncertainty surrounding oil prices causes oil companies to hold back on investment. 2019 2020 2021 2022 2023 INDICATORS 2024 2025 2026 2027 2028 26.8 25.5 27.7 26.8 27.3 Gross metro product (C12$bil) 28.2 28.8 29.6 30.4 31.3 0.4 -5.1 8.5 -3.0 1.8 %change 3.2 2.2 2.6 2.9 3.0 193.9 181.3 183.9 190.3 194.8 Total employment (ths) 197.5 199.5 201.0 202.4 203.9 0.3 -6.5 1.4 3.5 2.4 %change 1.4 1.0 0.8 0.7 0.7 4.3 9.1 7.1 4.9 4.5 Unemployment rate (%) 4.2 4.2 4.2 4.1 4.1 6.0 4.7 10.5 2.2 6.7 Personal income growth (%) 4.4 4.4 4.4 4.5 4.5 55.5 57.3 58.9 61.4 64.0 Median household income ($ths) 66.1 68.3 70.7 73.3 75.9 445.7 446.0 447.8 451.4 455.1 Population (ths) 458.2 460.9 463.5 466.1 468.6 -0.2 0.1 0.4 0.8 0.8 %change 0.7 0.6 0.6 0.6 0.6 -2.5 -0.6 1.7 3.2 2.6 Net migration (ths) 1.9 1.7 1.6 1.7 1.8 1842.0 1819.0 2423.0 2092.0 1894.4 Single-family permits (#) 1377.1 1484.9 1600.5 1599.4 1571.2 214.0 277.0 366.0 5.0 67.8 Multifamily permits (#) 451.0 442.0 472.4 494.0 484.1 3.0 4.6 12.0 14.3 3.0 FHFA house price (1995Q1=100) 1.4 -0.9 -0.1 1.1 2.1 Moodys Analytics PA 2024.04.139 PAGE 8 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND MAJOR ATTRACTIONS Corpus Christi is a popular tourist destination because of its mild climate and location. It is the most frequented vacation destination in Texas with 10.61 million annual visitors.Most visitors are the traditional summer beach visitors and "Winter Texans" which pump an estimated$1.35 billion annually into the local economy. Corpus Christi convention activity is focused in the area at the north end of Shoreline Boulevard near the Harbor Bridge. The American Bank Center Convention Center events support a number of hotels in the downtown Bay Front area.The center(located at 1901 N.Shoreline Boulevard-north of IH 37 and east of US 181) opened in late 2004 and features a 2,526-seat auditorium, a sports arena seating 10,500 and meeting and exhibition space. The sports arena is home to Corpus Christi's Ice-rays hockey team and the Texas A&M - Corpus Christi University basketball teams. Whataburger Field is home to the Corpus Christi Hooks, the Double-A affiliate of the Houston Astros. TRANSPORTATION Corpus Christi International Airport The Corpus Christi International airport serves the coastal bend of Texas.The four airlines that serve CCIA are American, Southwest, and United Airlines. These airlines provide direct flights to both airports in Houston as well as in Dallas. Port of Corpus Christi The Intracoastal Waterway and the Port of Corpus Christi make Corpus Christi a major transportation and bulk cargo center. The port is the 8th largest in the nation in terms of annual tonnage and is located mid-way along the Texas coast on the Gulf of Mexico (approximately 150 miles north of the United States/Mexico border) just north of IH 37 and the Central Business District (CBD). Low-cost barge transportation is available on this 1,177-mile waterway that links Corpus Christi with 9,812 miles of commercially navigable waterways in the mid-continent regions of the Mississippi River and its tributary systems as well as 2,500 miles of waterway along the Gulf of Mexico. The Texas Department of Transportation The main thoroughfares that serve the area are I-37,which provides easy access to San Antonio, State Highway 35, which connects the area to Houston, and US Highway 77, which connects 7n� the area to the Rio Grande Valley. Other important roadways include State Highways 358 and 361, which connect the city to Padre Island. CONCLUSION Corpus Christi will improve slowly in 2024 as the energy and distribution industries recover. Longer term, weak population growth and other structural factors will constrain growth. PA 2024.04.139 PAGE 9 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND NEIGHBORHOOD A neighborhood is typically a segment of a community, city or town which is a homogeneous grouping of individuals, buildings or business enterprises within the larger community. A neighborhood has three stages of life and possibly a fourth. They are (1) integration (the development stage), (2) equilibrium (the static stage), (3) disintegration (the declining or decaying stage), and possibly (4) a redevelopment or rejuvenation state or period and continuance of the neighborhood life cycle. o 0 0 0 ©Mea nsville Cemetery 0 Doyle 11 UFO P Posit.Cemeteryq /fake Park H-E_B. Duth Park Asa ANNAVILLE (yw� 164I • `\\ 0 4 North Beacl/ Texas State Aquarium oJBorchard _ nal Fairgrounds .......n - � C,Or u iiChrl5tl f � SUBJECT i' CF=�- Violet O 'C © Cole Park CENTRAL tIiY A Corpus Christi r 0 International 0 O Airport he Home pot' 0 ® �.MOLINA 0 3a ®4 (�'�.Driscaf Chtldref Memory `�Hoepita'' Gardens Funeral Home &Cemetery P L5? yes 0 .:r Un Tet o I 0 Carpus Christi Gun Clubv H-E-B® � Sams Club BAY ARE v Tierra Grande L� F431 souTn AIDE Petronila Lam'= (J 0 (2_g South Texas 01 Botanical W Gardens& Pre Modern American Cheer Nature Center 777 O O C O n r LPA 2024.04.139 PAGE 10 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND • LOCATION The subject property is located in the City of Corpus Christi, Nueces County, Texas.The subject neighborhood is best defined by use patterns, as well as the location of major thoroughfares and natural boundaries. Neighborhood boundaries are generally defined as the city limits of Corpus Christi. GENERAL INFO Corpus Christi is a coastal city in the South Texas region, which is 130 miles southeast of San Antonio. Corpus Christi has a population of 327,423 people with a median age of 35.7 and a median household income of $57,387. Between 2016 and 2021 the population of Corpus Christi grew from 325,734 to 327,423, a 0.52% increase and its median household income grew from $54,344 to $57,387, a 5.60% increase. This city is home to a number of popular destinations for both tourist and residents. Most of the local economy is driven by tourism and the oil and petrochemicals industry.The city's location provides opportunities for water sports and nature tourism. Some of the most visited attractions are located on North Beach, where the Texas State Aquarium and the USS Lexington Museum on the Bay are located. The Port of Corpus Christi, which is the fifth largest U.S. Port and deepest inshore port on the Gulf of Mexico, handles mostly oil and agricultural products. Corpus Christi is home to several institutions of higher learning such as Texas A&M University-Corpus Christi, De Mar College, and numerous vocational schools. The city has six school districts which provide primary and secondary education for residents. The market area is a combination of vacant land, single-family residential, retail, multifamily, office and industrial uses. Retail/commercial development is primarily located along major thoroughfares such as SH 358(South Padre Island Drive). Residential uses are located on secondary thoroughfares. PA 2024.04.139 PAGE 1 1 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND CORPUS CHRISTI DOWNTOWN Corpus Christi's Downtown/Bayfront area has great hotels, some of the city's finest dining options, a marina and museums. The Marina Arts District in downtown features excellent eateries, art, original music and festivals. The Sports, Entertainment and Arts District (SEA District) is located at the southern edge of the Corpus Christi Ship Channel.The SEA District includes the Museum of South Texas, the Corpus Christi Museum of Science and History, Concrete Street Amphitheater and Hurricane Alley Waterpark. Whataburger Field, home to the Corpus Christi Hooks (Double-A affiliate of the Houston Astros), is also located in the SEA District. McGee Beach is located on the downtown seawall and offers a beach that is perfect for children and fishing along the jetties. The Mirador de la Flor is located on the Corpus Christi Bayfront Seawall which is located at the Peoples Street T-Head and is popular among tourists. Selena Quintanilla Perez was an 'r,l� acclaimed Tejano singer born in Corpus Christi whose life and music touched the community and many people around the :` w world. The life size-bronze statue was sculpted by H.W. "Buddy" _ Tatum, awell-known Corpus Christi artist. MM Established in 1923, the Corpus Christi Yacht Club is located in Downtown Corpus Christi along Coopers Alley.The two-story private club is equipped with a full-service restaurant/bar and outdoor pool which hosts various events such as weddings, luncheons, and social �- gatherings. The Yacht Club regularly hosts regattas and offers a learn-to-sail program to both members and non-members between ages 6-18. This allows students to learn about water safety, rigging techniques, sailing skills, knots, and weather before venturing outside of the club's marina by the end of season. LPA 2024.04.139 PAGE 12 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND NAVAL AIR STATION CORPUS CHISTI NAS Corpus Christi was commissioned on March 12, 1941 after a board found that a lack of training facilities capable of .- meeting an emergency demand for pilots constituted a grave situation. NAS CC provided intermediate flight training in World War II, training naval pilots to fly SNJ, SNV, SNB, OS2U, PBY, and N3N airplanes. In 1944 it was the largest naval aviation training facility in the world. The facility covered 20,000 acres, had 997 hangars, shops, barracks, warehouse and accessory buildings. Today, Training Air Wing FOUR produces approximately 400 newly qualified aviators each year via the "Maritime Pipeline" for shore-based US Navy, US Marine Corps and US Coast Guard fixed—wing jet and turboprop aircraft. Training Air Wing FOUR consists of four squadrons which handle training in the T-613 Texan II, a single engine turboprop aircraft and advanced training in the twin engine T-44C Pegasus aircraft. NAS Corpus Christi is also home to the Corpus Christi Army Depot, the largest helicopter repair facility in the world. NORTH BEACH DEVELOPMENTS North Beach is the home of Corpus Christi's top tourist attractions - The USS Lexington Museum and the Texas State Aquarium,which both attract approximately 800,000 visitors annually.The USS Lexington Museum is a World War II vintage aircraft carrier that now services as a naval aviation museum and educational facility. Commissioned in 1943, the carrier served the United States longer and set more records than any other carrier in the history of naval aviation. The Texas State Aquarium mission is to engage people with animals, inspire appreciation for our seas and support wildlife conservation. North Beach offers a good variety of places to eat and drink and awesome bayfront views, a 1.5-mile-long sandy beach, and Concrete Beachwalk. Two fishing jetties are located on North Beach at the north and south ends. In 2017, Frazier started planning Lighthouse Pointe, a $25 million project at the tip of North Beach on the west side of U.S. Highway 181, across from the subject property.The complex will feature 159 luxury + rs one, two, and tree-bedroom apartment _ units, eight townhomes, a marina, spa, restaurant, chapel and a 136-foot Texas lighthouse.As of June 2022,the construction is still on going and is expected to be complete before the end of 2022. PA 2024.04.139 PAGE 13 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND ACCESS Access to the subject neighborhood is considered good due to its close proximity to U.S. Highway 181 to the west. U.S. Highway 181 originates in downtown Corpus Christi and connects Corpus Christi to Portland and extends far northwest to San Antonio. Interstate 37 is to the south of the subject which provides a direct link to both Interstate Highway 35 and Interstate Highway 10 in San Antonio. Interstate 69E/ US Highway 77 connects the city to Brownsville to the south and Victoria and Waco to the north. Texas State Highway 44 is a main thoroughfare that connects Corpus Christi to Laredo and the western part of South Texas by way of Interstate 69W / US Highway 59, Interstate 35, and US Highway 83. The inner-city public transportation is provided by Corpus Christi Regional Transportation Authority with its bus route. Other primary thoroughfares include Highway 286 (Crosstown Expressway) and Highway 358 (South Padre Island Drive). UTILITIES The majority of the city of Corpus Christi is adequately served by all the typical utilities, including water, sewer, electric service, natural gas, septic and public telephone. Major utility companies servicing the neighborhood include the City of Corpus Christi and TXU Electric Company. NUISANCES & HAZARDS Nuisances and hazards are limited in the subject neighborhood. Vibration, smoke, smog, odors and intense noise are basically related to vehicular traffic along the major thoroughfares. As in any area, traffic density poses problems ranging from congestion to noise. These problems are not severe and are a natural part of most communities. PA 2024.04.139 PAGE 14 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND LIFE CYCLE Each neighborhood has a unique and dynamic quality all its own, given man's unique imagination, design and development of an area. This quality is described as a "life cycle,"which is identified in The Appraisal of Real Estate as evolving through the following four stages. Growth Neighborhood gains public favor and acceptance Stability Equilibrium without marked gains or losses Decline Diminishing demand Revitalization Renewal, modernization and increasing demand Overall, the subject neighborhood appears to be in the stability period of its life cycle. Land prices have increased. The immediate area is a well-established area within the city of Corpus Christi and is considered to be approximately 70%developed. Properties appear to range in age from new to over 50 years. CONCLUSION The subject neighborhood is located in Corpus Christi, Nueces County, Texas. Demand for virtually all types of real estate in this area has been mostly stable in recent years. The future growth of the neighborhood relies heavily upon the strength of the economy and the overall strength of the real estate market within the entire Corpus Christi area. The subject property displays good locational attributes in the defined neighborhood and should benefit from any positive economic conditions experienced by the immediate area. PA 2024.04.139 PAGE 15 DEMOGRAPHICS CORPUS VACANT I-AND DEMOGRAPHICS The following pages summarize data generated by the STDB. gpesa Slt- f'1- p 4 ' r DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND Gesri' Prepared by Esri Rings: 1,3, 5 mile radii _atitude. 21.i8513 Longitude: -97.41330 1 mile 3 miles 5 miles Mortgage Income 2023 Percent of Income for Mortgage 15.41/❑ 14.99'❑ 17.5% Median Household Income 2023 Median Household Income $29,337 $38,894 $44,917 2028 Median Household Income $31,857 $42,995 $50,795 2023-2028 Annual Rate 1.66% 2.03% 2.49% Average Household Income 2023 Average Household Income $46,562 $61,618 $66,667 2028 Average Household Income $52,576 $68,934 $74,688 2023-2028 Annual Rate 2.46% 2.27% 2.30% Per Capita Income 2023 Per Capita Income $17,402 $23,069 $24,901 2028 Per Capita Income $19,986 $26,211 $28,271 2023-2029 Annual Rate 2.81% 2.59% 2.57% GINI Index 2023 Gini Index 46.5 46.3 44.5 Households by Income Current median household income is$44,917 in the area,compared to$72,603 for all U.S.households.Median household income is projected to be$50,795 in five years,compared to$82,410 for all U.S.households Current average household income is$66,667 in this area,compared to$107,008 for all U.S.households. Average household income is projected to he$74,688 in five years,compared to$122,048 for all U.S.households Current per capita income is$24,901 in the area,compared to the U.S.per capita income of$41,310. The per capita income is projected to be$28,271 in five years,compared to$47,525 for all U.S.households Housing 2023 Housing Affordability Index 141 148 126 2010 Total Housing Units 6,163 31,472 53,604 2010 Owner Occupied Housing Units 2,218 14,574 27,494 2010 Renter Occupied Housing Units 3,001 13,103 20,352 2010 Vacant Housing Units 944 3,795 5,758 2020 Total Housing Units 5,695 28,942 51,426 2020 Owner Occupied Housing Units 1,859 12,778 25,067 2020 Reuter Occupied Housing Units 2,797 12,136 19,982 2020 Vacant Housing Units 1,D05 4,039 6,362 2023 Total Housing Units 5,740 29,074 52,077 2023 Owner Occupied Housing Units 2,009 13,289 26,415 2023 Renter Occupied Housing Units 2,626 11,509 18,746 2023 Vacant Housing Units 1,103 4,276 6,916 2028 Total Housing Units 5,766 29,270 52,525 2028 Owner Occupied Housing Units 2,046 13,423 26,713 2028 Renter Occupied Housing Units 2,603 11,405 18,656 2028 Vacant Housing Units 1,117 4,442 7,156 1 mile 3 miles 5 miles Population 2010 Population 15,913 78,073 134,958 2020 Population 13,782 68,641 123,036 2023 Population 13,573 67,628 122,310 2028 Population 13,486 66,949 121,485 2010-2020 Annual Rate -1.431/a -1.281/. -0.92% 2020-2023 Annual Rate -0.47% -0.46% -0.18% 2023-2028 Annual Rate -0.13% -0.20% -0.14% 2020 Male Population 51.9% 50.1T. 49.8% 2020 Female Population 48.1% 49.9% 50.2% 2020 Median Age 38.8 39.2 38.6 2023 Male Population 50.8% 49.7% 49.3% 2023 Female Population 49.211h 50.3% 5D.7% 2023 Median Age 37.3 37.9 37.6 In the identified area,the current year population is 122,310.In 2020,the Census count in the area was 123,036. The rate of change since 2020 was-0.18%annually.The five-year projection for the population in the area is 121,485 representing a change of-0.14%annually from 2023 to 2028.Currently,the population is 49.3%male and 50.7%female. Median Age The median age in this area is 37.6,compared to U.S.median age of 39.1. LPA 2024.04.139 PAGE 17 DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND i esn" Demographic and Inc. _ Profile Prepared by Esri Ring: 3 mile radius Latitude: 27.78513 Longitude: -97.41330 Summary Census 2010 Census 2020 2023 2028 Population 78,073 68,641 67,628 66,949 Households 27,677 24,914 24,798 24,828 Families 18,147 16,020 15,642 15,594 Average Household Size 2.72 2.65 2.62 2.59 Owner Occupied Housing Units 14,574 12,778 13,269 13,423 Renter Occupied Housing Units 13,103 12,136 11,509 11,405 Median Age 35.9 39.2 37.9 39.6 Trends: 2023-2028 Annual Rate Area State National Population -0.20% 0.970/. 0.300/. Households 0.02% 1.151% 0.499% Families -0.06% 1.161% 0.44% Owner HHs 0.20% 1.38% 0.66% Median Household Income 2.03% 2.56% 2.57% 2023 2028 Households by Income Number Percent Number Percent <$15,000 4,308 17.4% 4,068 16.40/. $15,000-$24,999 3,362 13.61/o 2,923 11.8%a $25,000 $34,999 3,549 14.31/. 3,295 13.3% $35,000 $49,999 3,592 14.51/. 3,487 14.0% $50,000 $74,999 3,865 15.6% 4,026 16.2% $75,000-$99,999 2,582 10.41/6 2,870 11.6% $100,000-$149,999 2,106 8.5% 2,450 9.9% $150,000-$199,999 647 2.61/. 827 3.3% $200,000+ 786 3.21/o 880 3.5% Median Household Income $38,894 $42,995 Average Household Income $61,618 $68,934 Per Capita Income $23,069 $26,211 Census 2010 Census 2020 2023 2028 Population by Age Number Percent Number Percent Number Percent Number Percent 0-4 5,866 7.5% 4,106 6.0% 4,507 6.7% 4,435 6.61f. 5-9 5,713 7.3% 4,318 6.3% 4,495 6.61/. 4,243 6.31/n 10- 14 5,500 7.0% 4,574 6.7% 4,419 6.5% 4,258 6.41/n 15- 19 5,627 7.2% 4,704 6.9% 4,326 6.4% 4,105 6.11/o 20-24 5,309 6.8% 4,279 6.20/a 4,317 6.40/. 4,160 6.2% 25-34 10,217 13.1% 8,815 12.8% 9,264 13.7% 8,356 12.5% 35-44 9,147 11.7% 8,404 12.20% 8,116 12.0% 8,390 12.5% 45-54 11,115 14.2% 8,058 11.7% 7,313 10.8%a 7,301 10.91% 55-64 8,857 11.3% 9,530 13.91/a 8,168 12.1% 7,525 11.21/o 65-74 5,245 6.7% 6,929 10.10% 6,890 10.2% 7,333 11.00/0 75-84 3,789 4.9% 3,351 4.9% 3,953 5.8% 4,738 7.1% 85+ 1,686 2.2% 1,574 2.3% 1,857 2.7% 2,105 3.11/n LPA 2024.04.139 PAGE 18 DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND esri- Demographic and Inc. _ Profile Prepared by Esri Ring: 3 mile radius Latitude: 27.78513 Longitude: -97.41330 Trends 2023-2028 2.s z 2 L W � 1.5 a-' 1 �° 0.5 Area State 0- f USA Population Households Families Owner HHs Median HH Income Population by Age 12 10 c 8 v L a 6 4 2023 2 2028 0 0-4 5-9 10-14 15-19 20-24 25-34 35-44 45-54 55-64 65-74 75-84 85+ 2023 Household Income $1SK-$24K 13.6% $25K-$34K 14.3% [$15K 17.4% $200K+ $35K-549K 3.2% 14.5% $150K-$199K 2.6% $100K-$149K 8.5% $50K-$74K $75K-$99K 15.61% 10.4% LPA 2024.04.139 PAGE 19 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND ECONOMIC UPDATE LPA is committed to monitoring the current economic environment. The following section analyzes several current economic factors such as the lingering effects of COVID-19, inflation, gas prices, supply chain issues, unemployment, etc. and the effects on commercial real estate. COVID-19 As COVID-19 began in 2020, unemployment reached a high of 14.7%. GDP declined 34% in Q2 2020, The CARES Act, enacted shortly after the beginning of COVID, was a shot in the arm of the U.S. economy. Throughout 2020 and as we entered 2021, the economy began to ease slightly. In 2021 the U.S. began offering four vaccines: Johnson & Johnson, Pfizer, Moderna, and Novavax. Although riddled with supply chain problems and closing businesses, the unemployment rate continuously decreased to 3.5%where it stands as of August 2022. GDP has increased since Q2 2020. The U.S. government has enacted various monetary and fiscal policies to assist the economy, such as $377 billion in emergency grants and loans for small businesses and decreasing the federal fund rate. Although the economy is recovering from COVID-19, these are still unpredictable times. Outlined below is a timeline of important events in the history of the pandemic. Jan 2020 The first instance of the coronavirus is seen in the U.S. Mar 2020 The World Health Organization declares COVID-19 a worldwide pandemic. Mar 2020 President Trump signs a $2 Trillion economic stimulus bill. Feb 2021 Pfizer, Moderna, and Johnson &Johnson vaccine all approved for emergency use. Mar 2021 Congress passes the American Rescue Plan, the largest stimulus bill to date. Mar 2022 The Federal Reserve raised interest rates for the first time since 2018 in order to combat rapid inflation. Jun 2022 U.S removes Covid testing requirement for travel into the United States. May 2023 COVID-19 Public Health Emergency officially ended May 1 1'" in the U.S. Nov 2023 The newest variant, HV.I, arrives in the U.S. as it's currently responsible for 25%of new cases. Apr 2024 FDA approves emergency use for CorDx's at home test that tells whether you have the flu or COVID-19 PA 2024.04.139 PAGE 20 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND UNEMPLOYMENT The COVID-19 pandemic accelerated already emerging trends in slow labor force growth and higher demand for skilled labor. The number of jobless claims skyrocketed in March 2020, when the pandemic officially began, with official unemployment numbers reaching 23.1 million or 14.7%. Unemployment has steadily declined over the following months, with the unemployment rate as of July 2023 recorded at 3.5%, which is back to pre-pandemic levels. In 2022, US employers added a total of 4.5 million new jobs,which is the second strongest year in the past 40 years after 2021. The majority of the new jobs were led by the leisure and hospitality industry as well as professional and business services. Despite the low unemployment rate and job creations, industries are still having problems being understaffed as people used COVID-19 to change jobs and careers, leaving holes in the industries they've left behind.Career changes and the need to work remotely have led to a worker shortage, especially in the food service and hospitality industries. The chart below shows the monthly unemployment rate since April 2021. UNEMPLOYMENT RATE 16.00% 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% N N N N N N N N N N N N N N N N N N N c U � c 0) - U � c 0) - U LL - Q o m U- Q o m U- Q o m U- Q Q O o Q O o Q O o Federal Reserve Bank of St. Louis PA 2024.04.139 PAGE 21 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND INFLATION Inflation has hit the United States hard since the beginning of 2021. Inflation is the rate of increase in prices over a given period of time. The most common form of measurement is the Consumer Price Index (CPI). This measures the percentage change in price over a "basket" of goods and services in households. According to the U.S Bureau of Labor Statistics, the annual inflation rate in the U.S. has slowed more than expected to 3.2% in July 2023 from an over 40-year high of 9.1% in June 2022. The below chart using data from the U.S. Bureau of Statistics shows the inflation rate over the last 40 years and the increase of inflation in the U.S. since April 2020, and the start of the COVID-19 pandemic. INFLATION SINCE 1982 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% -2.00% -4.00% N V 10 Co O N V 10 Co O N V 10 Co O N V O C0 O N V Co Co Co Co 01 01 C` O O O O O N N N Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q U.S. Bureau of Statis PA 2024.04.139 PAGE 22 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND GAS PRICES Since the beginning of 2022, the national average has remained above the 3 years prior and indicates a downward trend. Prices dropped 32 cents in July, and 79 cents in August. After a historic 98-day streak of falling gas prices, the average rose a penny near the end of September. The longest streak was 1 15 days in 2014-2015. There are several complicated, important factors involved in the increase and decrease in gas prices over the last several months.The following chart shows the national average gas price per gallon of the prior 4 years. GAS PRICES SINCE 2019 $6.00 $5.00 $3.60 $4.00 $3.00 $2.00 $1.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2019 2020 2021 2022 }2023 2024 U.S. Energy Information Administration The sharp increase can be contributed to the Russia/Ukraine war as Russia is the 2nd largest exporter of oil in the world. Since beginning in February 2022, the Russia/Ukraine conflict has caused Russia to become heavily sanctioned, playing an important factor in the increase of gas prices. Although the U.S. is the world's leading gasoline producer, production has decreased since late 2019. Additionally, refineries closing at the beginning of COVID-19 have led to a decrease in operating oil refineries leading to higher demand than supply. Refineries increase their rates when demand is higher than supply due to the need of the product and the increased willingness of people to pay for that product. Some reasons for the sharp decrease in gas prices involve panic over inflation driving down prices, people driving less due to the high gas prices, and the Biden administration's release of emergency oil from the national stockpile. PA 2024.04.139 PAGE 23 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND INTEREST RATES Prime Rate is individually determined by banks and often used as a reference rate (also known as the base rate) for several types of loans. Examples of the types of loans using this rate include credit card loans and small business loans. The prime rate is used by banks to lend to consumers and are fixed and typically do not change over extended periods of time. Secured Overnight Financing Rate is a benchmark interest rate that institutions utilize for business and consumer loans. The Secured Overnight Financing Rate (SOFR) is the dominant benchmark rate after the US LIBOR panels ended on June 30, 2023. Unlike its predecessor, SOFR incorporates actual lending transaction data amongst institutions making it a more reliable source. Federal Funds Rate is set by the Federal Open Market Committee (FOMC). This rate is the target at which excess reserves are lent and borrowed amongst commercial banks overnight. This rate influences short-term rates on credit cards and consumer loans as well as piquing investors' interest by impacting the stock market. INTEREST RATES 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% O O O N N N N N N N N N N N N N N N N N N N N N Q U Q U Q U Q U Q O O Q ° Q ° Q O ° Q O ° Q -SOFR -Fed Fund -PRIME FedPrimeRate To combat higher than average inflation, rates began increasing in early 2022. Interest rates and capitalization rates generally move in tandem. Increased cost of capital commonly results in upward pressure on capitalization rates which can, but does not always, cause softening in the market. LPA is committed to monitoring and analyzing the impact of increasing interest rates. PA 2024.04.139 PAGE 24 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND BANKING Silicon Valley Bank became the 2nd largest bank collapse in U.S. history at the time (until First Republic Bank's collapse a month later) on March 1 Ot", 2023. After the largest bank run in U.S. history, SVB was seized by the Federal Deposit Insurance Corporation (FDIC), and then sold to First Citizens Bancshares. Signature Bank became the 3rd largest bank collapse in U.S. history at the time, following SVB's collapse days prior. Unable to bounce back from the combination of the crypto exchange FTX's collapse and SVB's collapse, Signature experiences a bank run and ultimately collapses. First Republic Bank is currently the 2nd largest bank failure in U.S. history, despite the banking industry's best efforts to save it. The almost $100 Billion dollars pumped into First Republic wasn't enough to prevent them from selling assets, ultimately being seized and sold. Mar 8 2023 Silicon Valley Bank creates panic after announcing it sold$21 billion in securities at a loss Mar 9 2023 Silicon Valley Bank clients withdraw$42 billion, creating the largest bank run in U.S. history Mar 10 2023 As Silicon Valley Bank officially collapses, Signature Bank experiences a multi-billion dollar bank run Mar 11 2023 The 1 1 largest U.S. banks give First Republic Bank$30 billion while JPMorgan Chase gives$70 billion Mar 12 2023 Signature Bank is seized by the FDIC and assets sent to Signature Bridge Bank during the bidding process Mar 19 2023 Signature Bridge Bank is bought by New York Community Bank and put under the Flagstar Bank subsidiary Apr 28 2023 FDIC seizes control of First Republic Bank after it begins selling assets at a loss, causing stock to drop May 1 2023 First Republic bank is officially closed and sold to JPMorgan Chase Aug 2 2023 Heartland Tri-State Bank officially becomes Dream State Bank after closing Friday, July 28t" Jan 31 2024 New York Community Bancorp (NYCB) is now experiencing trouble as stocks fell 46%and lost$252 million Apr 12 2024 Less than half of U.S. banks have pledged collateral to the Federal Reserve's emergency lending facility. PA 2024.04.139 PAGE 25 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND SUPPLY CHAIN As businesses re-opened due to the slowing of COVID-19, e-commerce accelerated the demand for products, which quickly outpaced the capacity of manufacturing plants. Businesses have begun to focus on near-sourcing materials closer to their manufacturing plants and ultimately closer to the end users. The need to decrease the demand and delays at ports and other entry points was a major reason for companies to focus more on manufacturing from home and less on importing goods and materials. The supply chain issues began in 2020 after computer processor chip manufacturers began slowing and shutting down operations due to the COVID pandemic, resulting in manufacturers not being able to keep up with the increased demand of computer electronics due to a large number of companies moving towards work from home policies. CONCLUSION The current economic environment is ever changing. As mentioned previously, LPA is working diligently to capture and analyze current market data to reliably quantify impacts on real property values, national and regional. As the situation evolves, LPA is committed to monitoring current events and how they impact the commercial real estate market. PA 2024.04.139 PAGE 26 SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND SITE DESCRIPTION PHYSICAL Location The subject property is located along the east side of 19th Street, just north of Mary Street. The address associated with the subject property is 536 19th Street, Corpus Christi, Nueces County, Texas. Legal Description Lot 2, Jasmin Addition, City of Corpus Christi, Nueces County, Texas Size / Configuration / Flood Zone Per the Nueces County Appraisal District, the subject site is a 0.0733-acre (3,192 SF) tract of vacant land. The site is generally rectangular in shape with generally level topography. The property is not located in a designated flood plain. Frontage / Accessibility The subject's site displays adequate frontage to support improvements. The subject site is considered to possess ample access to the subject's traffic carrier which is a secondary traffic carrier for the area and is in average overall condition. Utilities Public water and sewer service are provided by the subject's municipality. According to city officials, these utilities are sufficient for the development in the area. In addition, the city provides fire and police protection along with garbage pick-up. Electrical and natural gas are provided by the region's typical providers. At the present time, all utilities appear to be sufficient for area development patterns. PA 2024.04.139 PAGE 27 SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND LEGAL Zoning / Restrictions The subject site is zoned as "RS-6" -Single-Family 6 District by the City of Corpus Christi. The Single-Family 15, 10 and 6 zoning districts provide for orderly suburban residential development and redevelopment. A limited number of public and civic uses are allowed, subject to the restrictions necessary to preserve and protect the single-family character of the neighborhood. It is noted that the subject does not meet the minimum lot area, minimum lot width, minimum yards, and street frontage required by the development standards; however, per conversation with Mark Orozzo with the Corpus Christi Planning and Zoning Department, the subiect lot is a non-conforming lot, but could be sold and developed as the lot was platted before the establishment of the current zoning standards. Table 4.3.3 Residential Development(single-family districts)DISTRICTS FR RE RS-22 R5-15 RS-10 RS-6 RS-4.5 Min Lot Area 5 ac. 1 ac. 22,000 15,000 10,000 6,000 4,500 ...................................... Min.Lot Width(Ft.) 150 100 75 50 50 50 45 Min.Yards(ft.) 25 25 20 Street 50 25 25 25 Street(corner) 25 25 See 4.2.10 Side(single) 25 15' 10 5 5 5 5 Side(total) 50 30, 20 10 10 10 10 Rear 25 15 10 5 5 5 5 Min.Open Space 30% 30% 30% 30% 30% Max.Height(ft.) 45 35 35 35 35 35 35 Easements / Encroachments The subject site is encumbered by typical utility easements. Due to the general location of these easements, they are not considered detrimental toward development and/or the site's overall marketability. No other detrimental easements and/or encroachments were noted upon physical inspection of the subject tract. It should be noted, however, that if a current survey map, or a registered surveyor determines that adverse easements exist, these factors might impact the market value and/or the marketability of the subject property. Therefore, it is assumed that no easements and/or encroachments exist, which would adversely affect the marketability or desirability of the site. CONCLUSION Given the physical characteristics, the subject site is capable of being developed with a residential use. PA 2024.04.139 PAGE 28 .�. . L _ - _- 1liole%ta Ctirwr •. Y ,y r I � _ Larrr�.c St a.. Hprn .. :,. , F A4nes SP' Agrics St kit Aqs ef.St II dd ] .. 1 relmY+Leiile';'.t II r A � M,rg,,ellte St - ,- i PA argue?it a Marguerrte.s't 71 MarySt d - Mrry Stoposq �. 17. R Pr- eIgh School ,Ir h omb St, . Moms St I Ivlaldonad'•o - Heatinq F Air Cc'cman Ave C Ieman --m Cs Inman Ave Coleman A'+e MIA& - N - + Ruth Si - _ W t •. l w # n 8 0 � k* r h . $ - SFO lid � ueces County �`" . f- mrnunity Action.. 4lakin w - Bj Idwin'Couris H Bald r�`iiir'TE0 r9s -A-L ` �'�� " The Sall Ian P.— Tne Salvation Arm ..._ P . pp u oty,�enfer _n w�ies� ftdl"" N.# . r *1 • ;n Wi gglnHomes- L ., • 248908 248927 1 228358 228354 248907 248928 248906 i 248929 248905 { 248930 A 248904 ' R 248931 248903 248932 i 248902 248933 �•' f' 248901 r` At pop i I SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND t�� I MARGUERITE ST -CN-1 ZONING I51a 2018 1_219 2215 2213 2209 2205 —2203 — ` - 512 — 514 rf� - � 51G — — — 429 rr 518 — 503. 52a 502 05 . .' 2025 20 14 2212 2210 2208L220'6521 522 S07 508 11 R � .526 l 511 H '528. 513 �— S BJECT -15� 2034 2a2s I �21 MARY ST � J 519 �} y 538 ! AAARY Z MARY 2031 —2029 2025 2 CI 2105 t 2032 202E I 2121 ST I 1 RM-3 CI Zoning:RS-6 2217 2211 _ ORDINANCE 032603 ORDINANCE1 11/15/2021 6:QD PM OVERLAY SPi21-07 `^ TAG RS-6 CASE—NUM 0921-02 LPA 2024.04.139 PAGE 31 n Howard 5tLJ s A?� y ■ Fit .. SA taiedo S, f7Te !a'a. :F CiJ ^ wrt r`: w,►Y A+�®r-s , ��% ak CC ' r "i, , ■ Mary .t st 'Y thaw`-t Mary .'2L tit-,�. (. f 1 orr i,, lf _ l.lf I r "•^-,_ l hM1cf '"54 v * :: rn:a j t,s' � Frr,,ir a•,N .. l+aril man`A+e !n 1 ' r J1h St' ;f KinsoMng Ct-�- 7�c° •_ �'°�v, �' a en _.•_ f Hanccrc4 Ave m A ,a. .' j ! Wiggins-Homes!O 4 r 43ufor`d!st � ter' ... - ,�,utsud tit a; ,R CHRISTi4S 5P-0 n ' ' ' ' • r Hpspital Corpus CFirisl sts... Hospital Slvd MwrganFAve- Morgan ✓�4 r�, s'i} '; 'J�' ! .-.'S 7sMW ! r r PROPERTY HISTORY CORPUS CHRISTI•TEXAS VACANT LAND PROPERTY HISTORY Ownership of the subject property is currently vested in the City of Corpus Christi, as evidenced by the county deed records.The subject was involved in a non-arm's length transaction on April 13,2023, in which the current owner was gifted the property from ERF Real Estate Inc. Given the non-arm's length nature of the transaction, the transaction is not analyzed herein. No other known real property transactions related to the subject property were reported in the three-year period prior to the date of this report. The subject is neither listed for sale, nor is it under contract of sale. The subject property is currently vacant land and is not leased. No other history was provided. The following is the county tax card for the subject: A Property Details A Property Values Property ID: 248902 Geographic ID:3775-0000-0020 Improvement Homesite Value: $0(+) Type: Real Zoning:IRS Improvement Non-Homesite Value: $0(+) Property Use: Land Homesite Value: $0(+) Land Non-Homesite Value: $15,960(+) Situs Address: 536 19th ST CORPUS CHRISTI,TX 78405 Agricultural Market Valuation: $0(+) Map ID: U-38 Mapsco: Legal Description: JASMIN LT 2 Value Method: C Abstract/Subdivision: S3775-JASMIN Market Value: $15,960(_) Neighborhood: EN251 Agricultural Value Los $0(-) Owner ID: 120357 Appraised Value: $15,960(=) Name: CITY OF CORPUS CHRISTI Homestead Cap Loss:O $0(-) Agent: Mailing Address: 1201 Leopard St Assessed Value: $15,960 Corpus Christi,TX 78401-2162 Ag Use Value: $0 %Ownership: 100.0% Exemptions: EX-XV-Other Exemptions(including public property,religious organizations,charitable organizations,and other property not reported elsewhere) For privacy reasons not all exemptions are shown online. PA 2024.04.139 PAGE 33 REAL ESTATE TAXES CORPUS CHRISTI•TEXAS VACANT LAND REAL ESTATE TAXES The subject property is located in Corpus Christi, Nueces County, Texas and is taxed based on values established by the county tax assessors.The tax rates are applied to the assessed value of the subject property, and the taxes for the subject property are then estimated.The taxes are estimated per$100 of assessed value. This property is subject to taxes for the City of Corpus Christi, Nueces County, and Corpus Christi Independent School District. The subject currently displays an assessment of $15,960 ($5.00/SF), which is considered reasonable for the property; however, the property displays an exemption of$10,101, resulting in a taxable value of$5,859,which is considered favorable for the subject given the following opinion of value, yet reasonable for use herein. Current taxes are calculated as follows: PROPERTY TAX CALCULATION Acct #:248902 Authority Assessed Value Rate /$100 Tax Liability City $5,859 $0.5997740 $35 County $5,859 $0.5624970 $33 School $5,859 $0.9690000 $57 $2.1312710 $125 LPA 2024.04.139 PAGE 34 HIGHEST&BEST USE CORPUS CHRISTI•TEXAS VACANT LAND HIGHEST & BEST USE The Appraisal Institute defines highest and best use as follows: "The reasonably probable and legal use of vacant land or an improved property, which is physically possible, appropriately supported, financially feasible, and that results in the highest value." The four criteria the highest and best use must meet are: PHYSICALLY POSSIBLE M LEGALLY PERMISSIBLE - What uses of the site in question are What uses are permitted by zoning and physically possible? deed restrictions? FINANCIALLY FEASIBLE'. MAXIMALLY PRODUCTIVE Among the financially feasible uses that Which possible and permissible uses will are physically possible and legally produce a net return to the owner of the permissible, which use will produce the site? highest net return or the highest present worth? There are two types of highest and best use studies. The first is the highest and best use of the land or site as though vacant. The second is the highest and best use of the property as improved. The highest and best use of land or a site as though vacant assumes that the parcel is vacant or can be made vacant by demolishing any improvements. The question to be answered in this analysis is: If the land is, or were vacant, what use should be made of it? The highest and best use of a property as improved pertains to the use that should be made of an improved property in light of its improvements. Should it be maintained as it is, or be renovated, expanded, demolished, or partly demolished? Should it be replaced with a different type or intensity of use, or should it be held as an interim use? The improvements should be retained as long as they have some value and the return from the property exceeds the return that would be realized by a new use, after deducting the costs of demolishing the old building and constructing a new one. PA 2024.04.139 PAGE 35 HIGHEST&BEST USE CORPUS CHRISTI•TEXAS VACANT LAND HIGHEST & BEST USE - AS VACANT Physically Possible The subject site is a 0.0733-acre (3,192 SF) tract of vacant land. The site is rectangular in shape. The address associated with the subject property is 536 19t" Street, Corpus Christi, Nueces County, Texas. Accessibility to the site is curb cuts along the traffic carrier. Overall,access is considered average.The property has all necessary utilities in place and is generally level in regards to topography. The site is primarily surrounded by residential uses and vacant land off of secondary streets and secondary commercial uses along primary thoroughfares.Access to the subject's neighborhood is considered good due to its location near area primary traffic carriers. The principle of conformity is an important consideration in determining the physically possible uses of a site. Conformity is the appraisal principle that holds that real property value is created and sustained when the characteristics of a property conform to the demands of its market. The styles and uses of the properties in an area may conform for several reasons, including economic pressures; the shared preferences of owners for certain types of structures, amenities, services; and the enforcement of uniform standards by zoning ordinances. Based on the subject's physical characteristics and the principle of conformity, the subject site would most likely be developed with a residential use. Legally Permissible The site is zoned "RS-6" - Single-Family 6 District by the City of Corpus Christi. According to city officials, this zoning has many residential or service uses.This zoning provides for a uniform set of standards for development, including parking and building setbacks. Other than zoning, no private deed restrictions were uncovered during a normal investigation, which would further limit the potential uses of the subject site. Nonetheless, a title policy is strongly suggested in order to guarantee the absence of adverse restrictions. No other legal restrictions or covenants were found to be imposed on the subject property at the time of the appraisal,which would further restrict its development. The research supports the physical indication that the site's most probable use, as if vacant, would be for some form of residential use. Financially Feasible & Maximally Productive The prior consideration of physically possible uses and legally permissible does not significantly narrow the use of the subject property. Based on market data presented in this report, it appears that residential development is likely feasible. After considering legal, physical and financial alternatives, it is our opinion that the highest and best use of the subject site, as if vacant, is for some sort of residential development. PA 2024.04.139 PAGE 36 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND LAND VALUATION The principles of real estate appraisal are basic to the sales comparison approach; however, one of the most important is the principle of substitution. "As applied to the sales comparison approach, the principle of substitution holds that the value of a property tends to be set by the price that would be paid to acquire a substitute property of similar utility and desirability." The sales comparison approach is a method of estimating market value whereby a subject property is compared with comparable properties that have sold recently. One premise of the sales comparison approach is that the market will determine a price for the property being appraised in the same manner that it determines the prices of comparable, competitive properties. Essentially, the sales comparison approach is a systematic procedure for carrying out comparative shopping. As applied to real estate, the comparison is applied to the unique characteristics of the economic good that cause real estate prices to vary. PA 2024.04.139 PAGE 37 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND III linwara 51 _l� .o K—Dd 6r xda 5t * Y Howard Sr ,..rAwelM1 51 COMP MAP k Mayhy Clr � .. Sou[hl ahtA br Eva. 'kem tn� A 5 wa.rem crr - 4ar St l.arr'i At, �Jry �"o _ yx<do SS tv A9de5 54 o Agues St �, �~ r tAar4uerhe 5 - m� SUBJECT NMarvse onarr5° a o" St Jos epn5 3 tau 5r H x Morns sr Catnnue Church 7 ~ a _ { z cale.aa++AwB a 7avala Flrnaentary COMP 7 _ _ ee` School Ar. 41 R T Q� 11 anc rxk A•r 'ap'e - 'S['datlo _6 a c nippy+a s+ 2 a mara s 4��ye auforr';+ a Navala 5+ - CW9 S+ 5-to El ens Sl m a Yn Fi spital'eled Th+ gam rr Elena Sl n ` N Calgn S+ � n Morgan Ave 5 Bif x " Segre e ayS y� t p10 ayt =COMP - wrsr pm C R HiFlo® v 2 4 BM er c; � 10 gp at9� ve J0 - o y D ' Qidaraw p`5 n 0 y a COMP 5 ss a Braniff sr A:+¢'e S[ �ry $ S+inaan St. y S � a �g'L wrlahrst a C urtl f c.St � t1F' a S ha Corpus Christ, cab rt State Li"in rj Deltt¢`r Falrchlld 5t HB sey3} Ci y y$dJF]$ ~hv 6r'sr l5 COMP S Rosa Sh a'N flememary a„ F: ,p 4ry sr � 4E, N Wr�e� ma.'Sr Hawk ear°,rp a ❑ bra Sr ��. � 5'0� 4�0 ,�� . 4 J H E B park S.ali:nas.Park �syr� sego B�v'ars, uw r� Del filar College -r Heritage Campus 41 i?. Marlin Mi3dle Srhool .� rsr r fyy mcq Ile Y Flome Rd PafR partm Park RPartmenls ; m a°y Catholic the King � ¢= Calholir Church� s L.M.5t .J Belt F.McDonald Pubic Library 81 `•` m4'A-51 >° y�M Social Security eqo, y te,. Adi-nm 5;ration dart LadpofPilnr S q�r +rave hnr s, , pal colic Church �V tic s,':nrn sr N Sr PA 2024.04.139 PAGE 38 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 1 bq � 1�7.i - I M Address 2842 Morris Street, Date of Sale Listing Corpus Christi, Texas Sales Price $29,000 Price Per Acre $202,118 PHYSICALPrice Per SF $4.64 Size (acres) 0.143 Size (SF) 6,250 Grantor: Ismael Jr& Crystal Marie Davila Zoning RS-6 Grantee: Listing Shape Generally Rectangular Recording Listing Topography Generally Level Confirmation Broker Utilities AIIAvailable The property is located along the north side of Morris Street,just to the west of Harmon Street. The property is not located within a designated flood zone. Source: Cori Diaz (361) 765-3312 LPA 2024.04.139 PAGE 39 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 2 1 ti 4 - � k r�1i C OJT, Gn Address 715 18th Street, Date of Sale April 11, 2024 Corpus Christi, Texas Sales Price $30,000 Price Per Acre $209,088 PHYSICALPrice Per SF $4.80 Size(acres) 0.143 Most Reverend William Michael Size(SF) 6,250 Grantor: Mulvey, as Bishop of the Catholic Diocese of Corpus Christi Zoning RM-3 Grantee: Thanksgiving Homes Shape Generally Rectangular Recording 2024012440 Topography Generally Level Confirmation Broker Utilities AIIAvailable The property is located along the west side of 18th Street,lust north of Coleman Avenue.The property is not located in a designated flood plain. Source: Rhonda Dowell (361) 549-1 148 PA 2024.04.139 PAGE 40 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 3 MME r' f l Address 2925 Rogers Street, Date of Sale February 22, 2024 Corpus Christi,Texas Sales Price $26,000 Price Per Acre $234,657 PHYSICAL DATA Price Per SF $5.39 Size(acres) 0.1 1 1 Size(SF) 4,826 Grantor: Shopklava, LLC Zoning RS-6 Grantee: Rogelio Hernandez&Monica Hernandez Rubio Shape Generally Rectangular Recording 2023033815 Topography Generally Level Confirmation Broker Utilities All Available The property is located at the southeast corner of Washington Street and Rogers Street.The property is not located in a designated flood plain. Source: Victor Saldana (361) 442-3470 PA 2024.04.139 PAGE 41 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 4 r g Address 1204 Sabinas Street, Date of Sale September 6, 2023 Corpus Christi, Texas Sales Price $1 1,000 Price Per Acre $202,263 PHYSICAL DATA Price Per SF $4.64 Size (acres) 0.054 Size (SF) 2,369 Grantor: Sri Reddy Zoning RS-6 Grantee: Jennifer Trevino Shape Generally Rectangular Recording 2023033815 Topography Generally Level Confirmation Broker Utilities AIIAvailable • The property is located along the east side of Sabinas Street,just south of Buford Street.The property is not located in a designated flood plain. Source: Jeremy Spear (361) 563-7047 PA 2024.04.139 PAGE 42 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 5 I lee 1 '10 , lump Address/ 1321 V erbena Street, Date of Sale January 24, 2023 Location Corpus Christi,Texas Sales Price $25,000 Price Per Acre $231,801 PHYSICAL DATA Price Per SF $5.32 Size(acres) 0.11 Size(SF) 4,698 Grantor: Consuelo Rivera Zoning RS-6 Grantee: Mayra Montemayor Shape Generally Rectangular Recording 2023002733 Topography Generally Level Confirmation Broker Utilities All Available • The property is located along the west side of Verbena Street,just south of Morgan Avenue.The property is not located in a designated flood plain. Source: Nora Hinojosa (361)558-5916 PA 2024.04.139 PAGE 43 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND LAND SALES SUMMARY The market data utilized for the basis of this analysis is considered the best available and indicative of current market trends for undeveloped land in the subject market area. Components that affect the sale price of vacant land are numerous, but the most prominent are property rights conveyed, terms, conditions of sale, market conditions, size, location, physical features, zoning and public utility availability. The following criteria and subsequent adjustment grid have been implemented in order to reconcile the quality and quantity of the data available and analyzed within this approach to value. Property Rights The adjustment for property rights conveyed recognizes that differences in legal interest or estate between the subject and the comparable properties may occur. In this analysis, all the sales occurred in fee simple title and therefore, no adjustments were made. Financing Terms The adjustment for cash equivalency takes into account the fact that the transaction price of the comparable property may not be equal to its cash equivalent price. All the sales utilized in this analysis were cash to seller transactions or transactions involving market financing, and no adjustment for cash equivalency was necessary. Conditions of Sale Adjustments for conditions of sale are intended to recognize motivations of the buyer and the seller that are unique to ordinary market conditions. All of the comparable market data utilized herein were arm's length transactions. With respect to this factor, Comparable 1 is an active listing and warranted a downward adjustment to account for negotiations from the asking price. Market Conditions Each of the previous sales have been given consideration for the lapse of time between the date of sale and the effective date of this appraisal. Sales that occur at times with inferior market conditions warrant upward adjustments to account for value gains, while sales that occur at times of superior market conditions warrant downward adjustments to account for value losses; sales that that occur at times with relatively similar market conditions warrant no adjustment as overall values have remained relatively stable.With respect to this factor, no adjustments were warranted. Location Differences in value occur due to varying degrees of accessibility, exposure and surrounding development to a site. Access is often determined by corner locations, natural barriers, ease of entrance on and off of major thoroughfares, etc. Surrounding development also plays an important part of locational influences for a property. With respect to this factor, no adjustments were warranted. LPA 2024.04.139 PAGE 44 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND Size Size is a factor that must be considered when comparing vacant land sales. Typically, but not always, larger tracts sell for a lower unit value. Therefore, when making comparisons on a per unit basis, such as price per unit, the larger tracts tend to be adjusted upward and the smaller tracts tend to be adjusted downward to accurately reflect the differences. With respect to this factor, materially larger tracts of land were adjusted upward accordingly, and materially smaller tracts of land were adjusted downward accordingly. Physical Features The overall site characteristics of each sale have been compared to the subject site. These include traits such as drainage, site preparation expense, topography, and configuration. Configuration, if irregular, may limit development. With respect to this factor, no adjustments were warranted. Utilities The availability of public utilities such as water, electric power and sanitary sewer service have an impact on property values since the non-availability of such utilities could restrict the overall development and/or potential use of an individual site.Therefore,when analyzing vacant land, it is important to determine whether or not public utilities are available. If they are not available, the appraiser must examine to what extreme a potential developer would have to go in gaining access to such services. With respect to this factor, no adjustments were warranted. Zoning Adjustments for zoning typically recognize the different densities and restrictions of different zoning classifications, as well as use potential, and directly relates these differences between the comparable sales and the subject property. The zoning classifications and/or use potential for the sales utilized are deemed similar to that of the subject. It should be noted that the subject does not meet the minimum lot area, minimum lot width, minimum yards, and street frontage required by the development standards; however, per conversation with Mark Orozzo with the Corpus Christi Planning and Zoning Department, the subiect lot is a non-conforming lot, but could be sold and developed as the lot was platted before the establishment of the current zoning standards. Comparable 1 and 2 conform with the zoning standards; however, no premium is observed on the market. With respect to this factor, no adjustments were warranted. PA 2024.04.139 PAGE 45 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND CONCLUSION In the final analysis of the subject property, similar weight was given to all of the sales. The following is the adjustment table with the concluded opinion of value via the Sales Approach. L SUBJECT 1 2 3 4 5 Date Current Listing Apr-24 Feb-24 Sep-23 Jan-23 Sale Price $29,000 $30,000 $26,000 $11,000 $25,000 SIZE-SF 3,192 6,250 6,250 4,826 2,369 4,698 Unit Price($/SF) $4.64 $4.80 $5.39 $4.64 $5.32 TRANSACTION ADJUSTMENTS Similar Similar Similar Similar Similar Property Rights Fee Simple 0% 0% 0% 0% 0% $4.64 $4.80 $5.39 $4.64 $5.32 Cash Cash Cash Cash Cash Financing Terms Cash 0% 0% 0% 0% 0% $4.64 $4.80 $5.39 $4.64 $5.32 Listing Normal Normal Normal Normal Conditions of Sale Arm'sLength -5% 0% 0% 0% 0% $4.41 $4.80 $5.39 $4.64 $5.32 Listing Apr-24 Feb-24 Sep-23 Jan-23 Market Conditions Current 0% 0% 0% 0% 0% $4.41 $4.80 $5.39 $4.64 $5.32 PROPERTY ADJUSTMENTS Similar Similar Similar Similar Similar Location Average 0% 0% 0% 0% 0% 6,250 6,250 4,826 2,369 4,698 Size SF 3,192 10% 10% 5% -5% 5% Physical Features Average Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Utilities Available Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Zoning IRS-6 Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Total Adjustment 10% 10% 5% -5% 5% Adjusted$/SF $4.85 $5.28 $5.66 $4.41 $5.59 Adjusted Mean$/SF IL $5.16 A value generally in-line with the mean is considered well supported. Concluded $5.15 Unit Value Land Size(SF) 3,192 Value Indication $16,439 Concluded Value 06,000 LPA 2024.04.139 PAGE 46 MARKETING/EXPOSURE TIME CORPUS CHRISTI•TEXAS VACANT LAND MARKETING / EXPOSURE TIME Consideration has been given to a reasonable estimated exposure and marketing period estimate for the subject property. Exposure Time as it relates to the subject is utilized in establishing market value. The Comment to Standards Rule 1-2 (c) of USPAP states that when estimating market value, the appraiser should be specific as to the estimate of exposure time linked to the value estimate. Reasonable exposure time is one of a series of conditions in most market value definitions. Exposure time is always presumed to precede the effective date of the appraisal. Exposure time may be defined as follows: the estimated length of time the property interest being appraised would have been offered on the market prior to the hypothetical consummation of a sale at market value on the effective date of the appraisal. Marketing Time is a function of various factors including, prevailing market conditions, the price of the product being marketed, the competitive position of the property in the market, and the amount and quality of marketing effort allocated to the property. It is strongly emphasized that the appraisers have no control of the aforementioned factors, nor can the appraisers anticipate or predict any of them. Therefore, it assumed that the property will receive an adequate marketing effort. Therefore, an estimated marketing period of 12 months or less and an exposure time of 12 months or less is considered reasonable. PA 2024.04.139 PAGE 47 ASSUMPTIONS&LIMITING CONDITIONS CORPUS CHRISTI•TEXAS VACANT LAND ASSUMPTIONS & LIMITING CONDITIONS "Report"signifies the appraisal or consulting report and its conclusions,to which these Assumptions and Limiting Conditions are annexed. "Property"signifies the subject of the Report. "LPA"means Lowery Property Advisors, LLC,or its subsidiary that issued the Report. "Appraiser(s)"means the employee(s) of LPA who prepared and signed the Report. The Report has been made subject to the following assumptions and limiting conditions: • Unless otherwise specifically noted in the body of the report,it is assumed that the title to the property or properties appraised is clear and marketable and that there are no recorded or unrecorded matters or exceptions to title that would adversely affect marketability or value.LPA is not aware of any title defects nor has it been advised of any representations relative to the condition of the title. LPA has not reviewed any documents dealing with liens, encumbrances, easements, deed restrictions, clouds and other conditions that may affect the quality of the title. Insurance against financial loss resulting in claims that may arise out of defects in the subject's title should be sought from a reputable title company which specializes in real property. • Unless otherwise stated in this report,the existence of hazardous material,which may or may not be present on the property was not observed by the appraisers. LPA has no knowledge of the existence of such materials on or in the property. LPA, however,is not qualified to detect such substances. The presence of substances such as asbestos, urea formaldehyde foam insulation, contaminated groundwater or other potentially hazardous materials may affect the value of the property.The value estimate is predicated on the assumption that there is no such material on or in the property that would constitute a loss in value. No responsibility is assumed for any such conditions, or for any expertise or engineering knowledge required to discover them. The client is urged to retain an expert in this field,if desired. LPA has inspected as thoroughly as possible by observation. However,it was impossible to personally inspect conditions beneath the soil.Therefore,no representation is made as to these matters unless specially considered in the appraisal. • The property is appraised free and clear of any or all liens or encumbrances unless otherwise stated. • Responsible ownership and competent property management are assumed. • The information furnished by others is believed to be reliable. However,LPA gives no warranty for its accuracy. • LPA assumes that all engineering is correct.The plot plans and illustrative material in this report are included only to assist the reader in visualizing the property. • If provided, the estimated insurable value is included at the request of the client and has not been performed by a qualified insurance agent or risk management underwriter.The cost estimate should not be solely relied upon for insurable value purposes. The appraisers are not familiar with the definition of insurable value from the actual insurance provider, the local government underwriting regulations,or the types of insurance coverage available.LPA has followed traditional appraisal standards to develop a reasonable calculation based upon industry practices and industry accepted publications such as the Marshall Valuation Service handbook.Actual construction costs can vary greatly from this estimate.These factors can impact cost estimates and are beyond the scope of the intended use of this appraisal. The appraisers are not cost experts in cost estimating for insurance purposes. • LPA assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures that render it more or less valuable.No responsibility is assumed for such conditions or for arranging for engineering studies that may be required to discover them. • It is assumed that there is full compliance with all applicable federal, state and local environmental regulations and laws unless noncompliance is stated,defined,and considered in the Appraisal Report. • All applicable zoning and use regulations and restrictions are assumed to have been complied with, unless a nonconformity has been stated,defined,and considered in the Appraisal Report. • Required licenses, certificates of occupancy, consents, or other legislative or administrative authority from any local, state, or national government or private entity or organization are assumed to have been or can be obtained or renewed for any use on which the value estimate contained in this report is based. LPA 2024.04.139 PAGE 48 ASSUMPTIONS&LIMITING CONDITIONS CORPUS CHRISTI•TEXAS VACANT LAND • The utilization of the land and improvements is assumed to be within the boundaries or property lines of the property described and that there is no encroachment or trespass unless noted in the report. • All information, comments and conclusions pertaining to subject and other properties described represent the opinion of the appraiser formed after a personal examination of each. • The appraiser has no interest,present or prospective,in the subject property. • Sketches in this report are included to assist the reader in visualizing the property. • LPA assumes that there are no hidden or unapparent conditions of the appraised property,which would render it more or less valuable. Furthermore, the appraisers assume that there are no potentially harmful asbestos or other materials and/or site contaminants in, on, or near soil,subsoil,or structure of the appraised property and that there has been no disposal, discharge, leakage, or spillage of pollutants or contaminant which would render it more or less valuable,whether or not these materials or contaminants are apparent or hidden and unapparent. • No responsibility is assumed by the appraisers for these conditions. In addition, no responsibility is assumed by LPA for the cost of engineering and/or laboratory studies which might be required to discover such materials or contaminants. And no such engineering or laboratory studies have been ordered for the appraised property. • Disclosure by the appraiser of the contents of this Appraisal Report is subject to review in accordance with the by-laws and regulations of The Appraisal Institute. • The distribution,if any,of the total valuation in this report between land and improvements applies only under the stated program of utilization.The separate allocations for land and buildings must not be used in conjunction with any other appraisal and are invalid if so used. • Possession of this report, or a copy thereof, does not carry with it the right of publication, unless prior arrangements have been made. • The appraiser,by reason of this appraisal,is not required to give further consultation,testimony,or be in attendance in court with reference to the property in question unless arrangements have been previously made. • Neither all nor any part of the contents of this report (especially any conclusions as to value,the identity of the appraiser,or the firm with which the appraiser is connected) shall be disseminated to the public through advertising,public relations, news,sales, or other media without prior written consent and approval of the appraiser. • This appraisal was made in accordance with the Code of Professional Ethics and Uniform Standards of Professional Appraisal Practice as promulgated by the Appraisal Foundation and the Appraisal Institute. • Acceptance of and/or use of this report constitutes acceptance of all assumptions and limiting conditions stipulated. • The Americans with Disabilities Act("ADA") became effective January 26, 1992. LPA has not made a specific compliance survey and analysis of this property to determine whether or not it is in conformity with the various detailed requirements of the ADA. It is possible that a compliance survey of the property,together with a detailed analysis of the requirements of the ADA,could reveal that the property is not in compliance with one or more of the requirements of the Act.If so,this fact could have a negative effect upon the value of the property. Since we have no direct evidence relating to this issue, we did not consider possible non-compliance with the requirements of ADA in estimating the value of the property. • Unless otherwise noted in the body of the report, it is assumed that there are no mineral deposits or subsurface rights of value involved in this appraisal,whether they are gas,liquid,or solid. Nor are the rights associated with extraction or exploration of such elements considered unless otherwise stated in this Appraisal Report. Unless otherwise stated,it is also assumed that there are no air or developments rights of value that may be transferred. • By use of this Appraisal Report,each party that uses this Appraisal Report agrees to be bound by all of the Assumptions and Limiting Conditions,Hypothetical Conditions and Extraordinary Assumptions stated herein. LPA 2024.04.139 PAGE 49 CERTIFICATION CORPUS CHRISTI•TEXAS VACANT LAND CERTIFICATION We certify to the best of our knowledge and belief: • The statements of fact contained in this report are true and correct. ■ The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and is our personal,impartial and unbiased professional analyses,opinions,and conclusions. • We have no present or prospective interest in the property that is the subject of this report and have no personal interest in or bias with respect to the parties involved with this assignment. ■ Our engagement in this assignment was not contingent upon developing or reporting predetermined results. • We have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. • Our compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client,the amount of the value opinion,the attainment of a stipulated result or the occurrence of a subsequent event directly related to the intended use of this appraisal. ■ Our analyses,opinions,and conclusions were developed,and this report has been prepared in conformity with the Uniform Standards of Professional Appraisal practice, as well as the State of Texas. • Jeffrey K Walters made a personal inspection of the property that is the subject of this report. Mario Caro, MAI, AI-GRS, SR/WA, Brian Bormann,and Benjamin Saunders did not make a personal inspection of the property that is the subject of this report. ■ No one provided significant real property appraisal assistance to the person(s) signing this certification. ■ This appraisal assignment was not based upon a requested minimum valuation, a specific valuation, or the approval of a loan. • As of the date of this report, Mario Caro, MAI, AI-GRS, SR/WA, has completed the continuing education program for Designated Members of the Appraisal Institute. Moreover, the reported analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the requirements of the Code of Professional Ethics & Standards of Professional Appraisal Practice of the Appraisal Institute,which include the Uniform Standards of Professional Appraisal Practice. • As of the date of this report, Jeffrey K Walters has completed the Standards and Ethics Education Requirements for Candidates of the Appraisal Institute ■ The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives. ■ We have not provided any services, as an appraiser, or in any other capacity, regarding the property that is the subject of this report within a three-year period immediately preceding acceptance of this assignment. MARIO CARO,MAI,AI-GRS, SR/WA BRIAN BORMANN Certificate No.TX1334889-G Certificate No.TX1381 102-G BENJAMIN SAUNDERS JEFFREY K. WALTERS Certificate No.TXI381348-G Certificate No.TX1380924-G LPA 2024.04.139 PAGE 50 ADDENDUM CORPUS CHRISTI•TEXAS VACANT LAND ADDENDUM LPA 2024.04.139 PAGE 51 MARIO CARO, MAI, AI-GRS, SR/WA SAN ANTONIO OFFICE EXPERIENCE Mario Caro has served as Senior Managing Director of LPA Son Antonio since 2016. LPA 100 NE Loop 410#1350 is a commercial appraisal and consulting firm completing a wide range of projects San Antonio,Texas 78216 throughout the southwest. Property types include, but are not limited to office, retail, industrial, multi-family, mixed-use, self-storage, hotel/motel, car washes, vacant land, daycare,subdivisions, and special use. direct 210.528.1491 mario@lowerypa.com Mario began his appraisal career in 2001 with a regional appraisal company in Houston and specialized in right-of-way and eminent domain appraisal on public and private projects nationwide. In 2005, he returned to his hometown in San Antonio and joined a boutique appraisal firm providing right-of-way and commercial valuation.After 10 years, he transitioned to a global real estate firm where he developed their Texas right-of-way /litigation support practice and appraised commercial properties for lending purposes. Mario has over 20 years of experience appraising for litigation and legal support matters in both federal and state courts.Numerous clients, including public agencies, attorneys, title companies,and lenders nationwide have relied on his expertise in an appraiser and review appraiser capacity. Maria has provided expert witness testimony and support on a variety of property types for public transportation,utility and recreational corridors,and drainage facilities. PROFESSIONAL ASSOCIATIONS • Appraisal Institute International Right-of-Way Association -Designated Member(MAI,AI-GRS) -Designated Member(SR/WA, R/W-AC) •3rd Director, Region VIII -President 2022-2023,South Texas President 2022,South Texas Chapter -Vice President 2021-2022,South Texas •First and Second Vice President 2021 -Treasurer 2020-2021,South Texas 8t 2020, South Texas Chapter -Secretary 2019-2020,South Texas -Treasurer 2019, South Texas -Activities Chair 2012-2013, South Texas -Secretary 2018,South Texas •National Nominating Committee Alternate 2023, Region Vill •Regional Rep 2020-2021,South Texas •Education Chair 2020,South Texas -Alternate Regional Rep 2014-2019, South Texas Chapter -Candidate Guidance Chair 2014-2019,South Texas Chapter '/ �Jv Certified General LICENSES EDUCATION TALCS Real Estate Appraiser Texas General Appraiser BS—Texas A&M University—Agribusiness 1334889-G Appraiser: MARIO ANTONIO CARP Coursework for MAI designation License a! Tx 1334989 G License Expires;OS/31/202S New Mexico General Appr. REA-2023-0077 Coursework for SR/WA designation Having provided satisfactory evidence W the pualifitations required by the Texas Appraiser Licensing and Certifitatian Act,Ocwpations Coursework for AI-GRS designation Code,Chapter11Q3,authorlaatlon isaranted to usethlstltk: Cerdfled General Real Estate Appralser =- Coursework for Rf W-AC designation For addition a l lrlorrnatlon or to file a complaint please contact TALCS at www.talcb.texas.gov, 5L • i lowerypaxom BRIAN BORMANN SAN ANTONIO APPRAISAL 1 DEAL ESTATE EXPERIENCE 100 NE Loop 410 February 2022 to Present; Director at,LPA-Son Antonio Suite 1350 San Antonia,Texas 78216 June 2021 to January 2022,Senior Associate at LPA-Son Antonio June 2019 to May 2021; Associate at LPA-Son Antonio cell 210.528.1555 ofc 210.390.0492 x 403 May 2018-May 2019:Summer Associate at LPA-San Antonio brian@lcwerypo.com Types of properties appraised include. office, retail, industrial, multi-family, mixed-use developments, self-storage, auto service, hotel, car wash, restaurants, vacant land, special use, and other types of commercial properties. EDUCATION BBA Finance-Texas A&M University MS Real Estate-Texas A&M University Successfully completed the following courses administered by McKissock Appraisal Education ■ Basic Appraisal Principles • Basic Appraisal Procedures ■ Texas Supervisor-Trainee Course • 15 hour National USPAP Course ■ General Report writing and Case Studies • General Sales Comparison Approach ■ General Appraiser Site Valuation and Cost Approach Successfully completed the following applicable courses at Texas A&M University: ■ Real Estate Decision Making • Real Estate Investment Analysis ■ Real Property Analysis • Real Property Valuation ■ Commercial Real Estate Law ■ Market Analysis for Real Estate Development ■ Real Estate Analytics ■ Land Economics • Land Development Practice ■ Design and Development Economy ■ Real Property Finance ■ Analysis of Real Estate Decisions ■ Real Estate Development Analysis LICENSE Certified General Texas General Appraiser T•ALCBh Real Estate Appraiser TX-1 381102-G ..�. Appraiser; Man Ray Bormann License g; TX L331102 G License Expires:06/30/2025 H..%pe wdsaPkfa[tory erwerste W Me qua dA v—regd d nT rM Tsai Appraripr Lte sa cMdw fim adr,ar pagn Loos,ehaprer 3463,ntAnruaero ngearHe4 muse anrs ntk. C'". rtrafR hkale Appraiu _ for add,tional,rit hnn wto file a eo"wt pkm ooataet Ta A—takb.We _R_ • A f BENJAMIN SAUNDERS SAN ANTONIO APPRAISAL 1 REAL ESTATE EXPERIENCE 100 NE Loop 410 August 2023 to Present;.Senior Associate at LPA-San Antonio Suite 1350 San Antonio,Texas 78216 July 2021 to July 2023;Associate at[PA-San Antonio Types of properties appraised include: office, retail, industrial, multi-family, mixed-use cell 210.293.7962 developments, self-storage, auto service, hotel, car wash, restaurants, vacant land, oft 210.390.0492 x 404 special use,and other types of commercial properties. bsaunders@lowerypcl.com EDUCATION BA-History-Texas Tech University Successfully completed the following courses administered by Champions Appraisal Education and McKissock Appraisal Education: • Basic Appraisal Principles ■ Basic Appraisal Procedures • 15-hour National USPAP Course ■ General Sales Comparison Approach ■ General Appraiser Site Valuation and Cost Approach ■ General Appraiser Income Approach ■ General Appraiser Market Analysis Highest and Best Use ■ General Report Writing and Case Studies ■ Statistics, Modeling, and Finance ■ Appraisal Subject Matter Electives • Texas Supervisor Trainee Course ■ Commercial Appraisal Review ■ Expert Witness for Commercial Appraisers Certified General TALCB Real Estate Appraiser LICENSE EKIb■Pp•AtiE4 tIGE 5i•G• Texas General Appraiser Appraiser: Benjamin Wade Saunders TX-1381348-G License#: T%1381348 G License Expires:08/31/2025 Having provided satisfactory evidence oft he qualifications required Ay th e Texas appraiser u tensing and Lertificatlo n nct,occupations code,chapter 1103,authorization Is granted to use this title: Certified General Real Estate Appraiser ch■Iru Buddrdtr For addn ion"I information or to file a complaint please contact mice tommisalaner at www.taicb,texas.gov. UQ L • . lowerypa.com JEFFREY K. WALTERS CORPUS CHRISTI OFFICE EXPERIENCE 800 North Shoreline Boulevard, March 2020 to Present; Director at Lowery Property Advisors, LLC Corpus Christi, Texas 78401 August 2016 to February 2020; Certified Appraiser at Allen, Williford&Seale Inc. direct 361.232.4700 Types of properties appraised include: office, retail.. industrial, agricultural, mixed-use developments, restaurants, hotels, marinas, day cares, subdivisions, apartments, car jeff@lowerypa.com washes, land, and other types of special use commercial properties, partial acquisitions and eminent domain/condemnation related appraisals. EDUCATION BBA-Finance. Economics Minor-Texas A&M University 2016 Successfully completed the following courses offered by The Appraisal Institute and McKissock: • Basic Appraisal Principles • Basic Appraisal Procedures Uniform.Standards of Professional Appraisal Practice • Real Estate Finance,Statistics, and Valuation Modeling • General Appraiser Income Capitalization Approach-I • General Appraiser Income Capitalization Approach-II • General Appraiser Sales Comparison Approach • General Appraiser Site Valuation and Cost Approach • General Appraiser Report Writing and Case Studies • General Appraiser Market Analysis and Highest and Best Use • Expert Witness Testimony • Commercial Appraisal Review • Appraisal of Assisted Living Facilities • Appraisal of Industrial and Flex Buildings Other applicable courses: • Real Estate Decision Making-Texas A&M • Real Estate Finance-Texas A&M • Real Estate Investment Analysis-Texas A&M PROFESSIONAL ASSOCIATIONS •Appraisal Institute-South Texas Chapter •IRWA-San Antonio Chapter/Corpus Christi Founding Member !/ * \\ Certified General T'ALCB Real Estate Appraiser LICENSES r.•�. •�-• Appraiser: Jefrrey Kyle Walters Texas General Appraiser License#: ne 13M24 G License Expires:09/30/2025 1380924-G Oklahoma General Appraiser by theeTero App'.rixteLle—ingwd of the Act,0-pats ed v PPraiser.Lleans:n and certircaliun Act,ouwP+tl— Code,Chapter 1103.authorization is granted to use this title: _ 13497CGA Certrthed General Real Estata Appraiser �....a•d hd. Fur addlorul inturnadun ur to nM a carnptarnt ptaasr canratl iAtCB raa..ea,va.. at www.talcb tcs as.gov. FP • a lowerypa.com 1650 E.Winding Way,Ste. 100 sw Friendswood,TX 77546 O: (409) 744-3400 F: (409) 744-3404 synergy.systems.solutions. May 151h, 2024 City of Corpus Christi 1201 Leopard St. Corpus Christi, TX 78401 To Whom It May Concern, We are writing to express our support for using the former Mirabeau B. Lamar Elementary Site and nearby neighborhood parcels for the purposes of infill housing development in an effort to meet local housing affordability needs and assist in stabilizing an established neighborhood. One of DSW's missions is to create "housing that's within reach, today and for future generations", and working in synergy with the City we believe that is a goal we can accomplish for the residents of Corpus Christi. We believe this opportunity can truly help change the community for the better and we look forward to the positive impact it will make on the City, and the surrounding area. Thank you for your time and consideration. Sincerely, Paul Judson VP of Purchasing & Estimating paul.judson@dswhomes.com www.dswhomes.com DSW Homes, LLC 1650 E. Winding Way Dr. Friendswood, TX 77546 O N •r+ O � N +, w � � U w w v h-� t� N U i O ca 4 J Q U Q dJ •� i O i C1A _0O �_ dJ Ca dJ M .N > J dJ -0 M O 0 -o `~ = w D M dJ O i C: m 0- -0 N O_ 'N dJ � • Z3 E O p 0 ca N p p U � � U _0s i > — � 2 i M •� M 1 — ei W O •ca Q u � Li 0 co Q — _O i ca — dJ ca ro dJ 0 _ dJ +� _0 '-'-' a) a E g o 0- = M N %4 v � +-+ — dJ N i — 0- OD L i }' dJ [a •NO ate1 [a M — O M L U • • dJ D � p LL }, L � O > OC M U `~ O = •> O cn 4-J •C�0 N M .L O > tj 0 U N i N N N O i > > O N N N ND O N 3 4-0 Q Q Q cn O ~ 2 A A A A A M 7 ®� tz l i r � 4-.j - FA I � - :.N== M .� fo _ d Y h• ro N jd epCL V N m m e m A L m Q ? m v N + t b = y V ? 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COC � �. co ai Ln +, ai 4, ai E E E cm E 2 E U 2 E U do = E ui ao = E Ln O N > O a E > O w E Ln 2 Lnai � 2 E E H 2 U 2 U M so N N t � U U M L n ♦"� r-I i 0 .O • ) CL ( ' W N U C6 U 0 N M r-I 14 O .CL t J c; r O U J N Ll') L � 01 W ONO 0 U 06O _ 3 N r� co O U N N N M O O O •u G U x +� 000 (3) U O 0 0 0 .- �+ m m E C Vf O �L. -0 -0 p i U U U *c *c ,C buo � � � z 4- 0 N IA 4-j O CL (3) i v i c c bA 4� C a 0 4--J ° cV _0 (1) LL vi U (3) N j M a_' —O ON 4-J r� � -0 > U U i i M N c6 O Q - O N ^ —0M •O a--+ _ p0 U O ^ 0 ca t/)- -0 +� a--+ - _ a--+ o ° o o 14� a--+ U N 0 i �i Q L a--+ Q J ateo 11) -0 (1) O Vf •— L.L V) N >O Q) M a--+ � ) •� _0 U M CL i Q _� DC � v CL� a--+ O c6 •� � ~ i 000 O — . i •� Q (3) -0 N •�_ p O ca cn N ca •— - � L E N O chi) — X — O •— i Ln ca ca Q w O N x ca N = O cc� Q c�i� N i MU c 2 aJ 01 O ca O� T rams O =3 se 0 0 PH o AGENDA MEMORANDUM NCORPO0.1¢ First Reading for the City Council Meeting of May 21, 2024 ss52 Second Reading for the City Council Meeting of June 11, 2024 DATE: April 30, 2024 TO: Peter Zanoni, City Manager FROM: Dan McGinn, Director of Planning and Community Development danielmcCa)-cctexas.com (361) 826-7011 Sale and Conveyance of Surplus Land in the Amount 0.947 acres to Habitat for Humanity Corpus Christi CAPTION: Ordinance authorizing the conveyance of 6 lots (0.52 acres total) of surplus land located at or near 2304, 2312, and 2324 Mary Street to Habitat for Humanity Corpus Christi, Inc. for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with Habitat for Humanity Corpus Christi, Inc for the purchase of 6 lots (0.43 acres-total) of surplus land located at or near 504 and 623 20th Street, 2221 Marguerite Street, and 2614 Mary Street for $10 per lot and development of affordable housing. SUMMARY: This ordinance sells and conveys approximately 0.947 acres of City-owned land to Habitat for Humanity Corpus Christi in two tranches for$10 per developable lot and for their use in the future development of single-family housing; consisting of: Tranche 1 • Patrick Webb block 9 lots 2, 6-8, 11, & 12; (6 lots, approximately 0.5166 acres). Tranche 2 • Eckerd Block 2 lots 23A and 24A, STEELE LTS 39 & 40 BLK 7, PAT WEBB LTS 29 & 30 BK 10; (6 lots, approximately 0.4304 acres) Habitat for Humanity Corpus Christi will assume property maintenance responsibilities for their assigned Tranches 1 and 2, including mowing and litter abatement upon execution of the agreement. Proiect Parameters • Undeveloped lots are not transferrable. • From sale/release of each tranche all certificates of occupancy for units in tranche must be issued within 24 months. • Affordability Period of 10 years o Max sales price and value limited to "Home and Housing Trust Fund Homeownership Sales Price Limits" for newly constructed units, established and published by HUD annually under Part 92.254(a)(2)(iii), Title 24 CFR (currently $253,000), or similar HUD program should HOME/HTF Purchase Price Limits cease to be published in the future; o Or max Fair Market Rent established and published by HUD annually in Part 888, Title 25 CFR (currently $1,763 for a 3-bedroom, and $2,066 for a 4-bedroom unit). • If property is sold or rented above affordability restrictions within the 10-year period, a cost recapture must be paid to the City in the amount of$5.15 per square foot of land within 90 days of the sale or rental. o If cost recapture not paid, the property reverts to the City. BACKGROUND AND FINDINGS: Project History • May 2023: The Ed Rachal Foundation gifted the former Lamar Elementary School site to the City along with 55 smaller parcels in the vicinity of the larger site. • Recognizing the unique opportunity to implement the recently adopted Westside Area Development Plan by attracting new development investments, addressing residents' request for a variety of housing options, stabilizing this established neighborhood, and delivering public safety improvements for area residents, City staff issued a request for letters of interest (RFI) to work with one or more experienced housing developers. • August 2023: RFI Outreach and Marketing o RFI published on City Website in early August 2023 o City News Release and Council Memo issued August 4, 2023 o Email notification sent to over 50 housing development contacts. o Staff presentation at the Development Services Task Force meeting on August 18, 2023 • The RFI period closed on September 11, 2023. Five proposals were submitted. • December 2023: City Council approved the sale and conveyance of a 3.47-acre parcel of City-owned land, including the former Lamar Elementary School Site to TG 110 Inc. for the development of affordable housing. • Winter 2023 through Spring 2024: Engagement with single-family housing developers that responded to the RFI. Next Steps • Planning Division and Development Services to present rezoning cases in support of infill housing development of lots included in the RFI. • Planning Division staff will provide technical assistance to developers as needed to facilitate the Development Services permitting process. ALTERNATIVES: Awarding purchase contracts to all single-family developers that submitted letters of interest in response to the Lamar Elementary RFI presents a strategic approach to expedite infill housing construction support synergistic investments benefiting all parties, including current neighborhood residents. The City can choose to allocate the property to RFI respondents in an alternate configuration and/or distribution. The City can choose to not sell the property, but it will remain vacant and will require ongoing city-funded site maintenance. FISCAL IMPACT: Though the vacant land was gifted to the City, there are ongoing maintenance costs such as mowing and litter abatement as well as more difficult to quantify service cost impacts on the surrounding neighborhood caused by the preponderance of vacant lots. The City ordered an appraisal of property. An appraisal of the 0.0733-acre lot at 536 191" street was conducted by Lowery Property Advisors, LLC on April 26, 2024, and the property has an appraised value of$5.15 per square foot. For comparison, the Nueces County Appraisal District 2023 land valuation of all the surplus land included in the RFI averages $4.45 per square foot. The fiscal impact is revenue payment to the City in an amount of$10.00 per developable lot, amounting to $120.00 in total, to be deposited into the General Fund as well as the assumption of property maintenance by Habitat for Humanity Corpus Christi of their assigned Tranche 1 and 2 lots. The developed property will be placed back on the property tax rolls. Funding Detail: Fund: 1020 General Fund Organization/Activity: 11020 General Governmental Revenue Department: 888 Revenue Project # (CIP Only): Account: 343590 Sale of Scrap/City Property RECOMMENDATION: City staff recommends approval of the Ordinance for the sale and conveyance of City surplus property at or near 2304, 2312, and 2324 Mary Street; 504 and 623 20th Street; 2221 Marguerite Street; and 2614 Mary Street to Habitat for Humanity Corpus Christi for the purpose of site redevelopment into single-family housing. LIST OF SUPPORTING DOCUMENTS: Ordinance Ordinance Exhibit A - Request for Interest Real Estate Contract Option Agreement Appraisal Letter of Support Presentation Ordinance authorizing the conveyance of 6 lots (0.52 acres total) of surplus land located at or near 2304, 2312, and 2324 Mary Street to Habitat for Humanity Corpus Christi, Inc. for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with Habitat for Humanity Corpus Christi, Inc for the purchase of 6 lots (0.43 acres-total) of surplus land located at or near 504 and 623 20th Street, 2221 Marguerite Street, and 2614 Mary Street for$10 per lot and development of affordable housing. WHEREAS, in accordance with Texas Local Government Code§272.001(g), the City may convey land to an entity for the development of low-income or moderate-income housing for less than fair market value to use the property in a manner that primarily promotes the municipality's public purpose without complying with the notice and bidding requirements of Texas Local Government Code § 272.001(a) or other law. WHEREAS, the City owns vacant Lots 2, 6-8, 11, and 12, Block 9 Patrick Webb Subdivision, which combined is 0.52-acres of surplus land located at or near 2304, 2312, and 2324 Mary Street, as shown in (Exhibit A) attached hereto and incorporated by reference; WHEREAS, the City owns vacant Lots 23A and 24A, Block 2 Eckerd Addition Subdivision, Lots 39 and 40, Block 7, Steele's Addition Subdivision, and Lots 29 and 30, Block 10, Patrick Webb Subdivision, which combined is 0.43-acres of surplus land located at or near 504 and 623 20th Street, 2221 Marguerite Street, 2614 Mary Street, as shown in (Exhibit A) attached hereto and incorporated by reference; WHEREAS, the conveyances are conditioned so that title in any lot described herein will revert to City if the grantee fails to construct a single-family dwelling on such lot for low-income or moderate-income housing and obtain a certificate of occupancy for such dwelling within two years from the date of the conveyance, unless construction of a single-family dwelling has started and a one-year extension is granted to obtain a certificate of occupancy; WHEREAS, the conveyances include Cost Recapture, Reverter, and Covenant Running with the Land where a lot reverts to the City of Corpus Christi if within 10 years (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1-Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254; or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115; and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental; WHEREAS, the fair market value of each lot is $5.15 per square foot; WHEREAS, the construction of low and moderate-income housing will revitalize the neighborhood surrounding the former Lamar Elementary School; and WHEREAS, where the terms and conditions of the transactions effectuate and maintain the public purpose of providing low-income or moderate-income housing per Texas Local Government Code §272.001(g) and/or §253.011. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI,TEXAS, THAT: 1 Section 1. The City Council specifically finds that the foregoing statements included in the preamble of this ordinance are true and correct and adopts such findings for all intents and purposes related to the authorization of this project. Section 2. The City Manager or designee is authorized to execute all documents necessary to sell and convey approximately 0.52 acres of surplus land, being Lots 2, 6, 7, 8, 11 , and 12, Block 9, Patrick Webb Addition Subdivision, City of Corpus Christi, Nueces County, Texas, located at or near 2304, 2312, and 2324 Mary Street to Habitat for Humanity Corpus Christi, Inc in exchange for $10 per lot and the development of the property for low-income or moderate-income housing. Section 3.The City Manager or designee is authorized to execute an options contract with Habitat for Humanity Corpus Christi, Inc. for the option to purchase approximately 0.43 acres of surplus land being Lots 23A and 24A, Block 2 Eckerd Addition Subdivision, Lots 39 and 40, Block 7, Steele's Addition Subdivision, and Lots 29 and 30, Block 10, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 504 and 623 20th Street, 2221 Marguerite Street, and 2614 Mary Street, in exchange for $10 per lot and maintenance of the property, for a period of 24 months, with such option exercisable upon the construction of low- income or moderate-income housing on Lots 2, 6-8, 11, and 12, Block 9 Patrick Webb Addition Subdivision, City of Corpus Christi, Nueces County Texas. Section 4. The City Manager or designee is authorized to execute all documents necessary to sell and convey approximately 0.43 acres of surplus land, being Lots 23A and 24A, Block 2 Eckerd Addition Subdivision, Lots 39 and 40, Block 7, Steele's Addition Subdivision, and Lots 29 and 30, Block 10, Patrick Webb Subdivision, Corpus Christi, Nueces County, Texas, located at or near 504 and 623 20th Street, 2221 Marguerite Street, and 2614 Mary Street to Habitat for Humanity Corpus Christi, Inc. in exchange for $10 per lot and the development of the property for low-income or moderate-income housing. Introduced and voted on the day of , 2024. PASSED and APPROVED on the day of , 2024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary 2 EXHIBIT A /. Property Development: Former Lamar Elementary Site J & Nearby Neighborhood Parcels 2023 Request for Interest SECTION I. OVERVIEW The City of Corpus Christi (City) is issuing this Request for Interest (RFI) for the former Mirabeau B. Lamar Elementary School site and additional city-owned parcels in the surrounding neighborhood. ■ The city is seeking one or more experienced real estate development teams to develop housing on the former Lamar school site and additional neighborhood lots. ■ The city envisions infill housing development and is open to innovative concepts that aid the city with meeting local housing affordability needs while stabilizing an established neighborhood. Property Description Currently vacant, the site that was once home to Lamar Elementary School which was originally part of the 1908 Eckerd Subdivision while parcels to the east of 19t" Street are part of the 1929 Jasmin Subdivision. Narrow and deep single-family lots, typical of this time, are common throughout the neighborhood, though many lots have been combined over the decades to form larger parcels. Other neighborhood institutions include St. Joseph's Catholic Church, the Garcia Arts Center and Park, and educational facilities like the Marguerite Child Development Center and a charter high school. Lamar Elementary served many generations, starting in 1941. The school was closed in 2010 and later demolished in 2021 to make way for new development and neighborhood investment. Though no longer standing, the site still holds historical significance as the 1948 location of the meeting that formed the American GI Forum, the civil rights group founded by Dr. Hector P. Garcia. (Katheryn Cargo for the Caller Times, November 20, 2021) The city-owned parcels that are included in the RFI are detailed in Map 1 and Table 1 on the following pages. City of Corpus Christi 1 of 8 EXHIBIT A T1 Map 1: Lamar RFI Parcels' - - I City of Corpus Christi, TX � m w Mar9u erP[e St —• A7ff++ 11 �43. YrY =42A ` +■ =38MM ' 1�8� 534M4` 14 13 12 U9 O7 06 OS 04 63 02 47 0 * A �53 52 51 48� r1321 A9so 50 3 541 Mary St _ f �} of - r 'fir Imo., __ rfis st ' z as s 6 z7 e t Lk s Table 1: Lamar RFI Parcel Detail RFI Nueces County Legal Description Address Lot Zoning Parcel ID Tax ID � Acres District 1 224500010010 ECKERD BLK 1 LOT 1 2212 MORRIS ST 2.07 CI 2 224500020010 ECKERD LTS 1 AND 2 BK 2 521 19th ST 0.17 RS-6 3 224500020030 ECKERD LTS 3&4 BLK 2 2206 MARY 0.17 RS-6 4 224500020050 ECKERD LT 5 BK 2 2208 MARY 0.08 RS-6 5 224500020060 ECKERD LTS 6&7 BK 2 2210 MARY 0.17 RS-6 6 224500020080 ECKERD LT 8A BLK 2 2212 MARY 0.16 RS-6 7 224500020100 ECKERD LT 10 BLK 2 2214 MARY 0.08 RS-6 8 224500020110 ECKERD LT 11 BLK 2 2218 MARY 0.08 RS-6 9 224500020120 ECKERD LT 12 BK 2 2222 MARY 0.08 RS-6 10 224500020235 ECKERD LT 24A BLK 2 504 20th ST 0.08 RS-6 11 224500020230 ECKERD LT 23A BLK 2 2221 MARGUERITE ST 0.08 RS-6 12 930700090020 PATRICK WEBB LT 2 BLK 9 2304 MARY 0.09 RS-6 13 930700090060 WEBB PATRICK BLK 9 LOT 2312 MARY 0.26 RS-6 _ 6, 7&8 _ 14 930700090110 PATRICK WEBB LTS 11 & 12 2324 MARY ST @ 21ST 0.17 RM-3 BLK 9 City of Corpus Christi 2 of 8 EXHIBIT A 15 840900070390 STEELE LTS 39&40 BLK 7 2614 MARY 0.16 RS-6 16 930700100210 POATRICK WEBB LT 21 BLK 2320 MORRIS 0.06 RS-6 17 930700100250 WEBB PATRICK BLK 10 LOT 2312 MORRIS 0.06 RS-6 25 18 930700100260 26 BB PATRICK BLK 10 LOT 2310 MORRIS 0.06 RS-6 19 930700100270 WEBB PATRICK BLK 10 LOT 2308 MORRIS 0.06 RS-6 20 I 930700100280 I PAT WEBB LT 28 BK 10 2306 MORRIS ST 0.06 RS-6 21 930700100290 POAT WEBB LTS 29&30 BK 623 TWENTIETH ST 0.11 RS-6 22 852900060200 SUMMIT ADDN LTS 20&21 2311 MORRIS 0.14 RS-6 BLK 6 23 852900060190 SUMMIT ADDN LT 19 BLK 6 2309 MORRIS 0.07 RS-6 24 852900060180 SUMMIT ADDN LT 18 BLK 6 2307 MORRIS 0.07 RS-6 25 852900060120 SUMMIT ADDN LTS 12& 13 2219 MORRIS 0.13 RS-6 BLK 6 26 852900060100 SUMMIT ADDN LTS 10& 11 2217 MORRIS 0.13 RS-6 BLK 6 27 852900060080 SUMMIT ADDN LTS 8&9 2211 MORRIS AVE 0.13 RM-3 _ BLK 6 28 852900060010 SUMMIT ADDN POR OF LT 1, 2203 MORRIS AVE 0.15 RS-6 ALL LTS 2&3 BLK 6 29 852900060380 SUMMIT ADDN LTS 38 THRU 715 19th ST 0.31 RS-6 41 &FCL LT 42 BLK 6 30 377500000010 JASMIN LT 1 538 19th ST 0.11 RS-6 31 377500000020 JASMIN LT 2 536 19th ST 0.07 RS-6 32 377500000030 JASMIN LT 3 532 19th ST 0.07 RS-6 33 377500000040 JASMIN LTS 4 AND 5 530 19th ST 0.15 RS-6 34 377500000060 JASMIN LT 6 528 19th ST 0.07 RS-6 35 377500000070 JASMIN LT 7 526 19th ST 0.07 RS-6 36&37 377500000090 JASMIN LTS 9 AND 10 520 19th ST 0.15 RS-6 38 377500000110 JASMIN LT 11 518 19th ST 0.07 RS-6 39 377500000120 JASMIN LT 12 516 19th ST 0.07 RS-6 40 377500000130 JASMIN LT 13 514 19th ST 0.07 RS-6 41 377500000140 JASMIN LT 14 512 19th ST 0.07 RS-6 42 377500000150 JASMIN LT 15 510 19th ST 0.07 RS-6 43 377500000160 JASMIN LT 16 508 19th ST 0.07 CN-1 44 377500000270 JASMIN LT 27A 429 MARGUERITE ST 0.14 RM-3 45 377500000290 JASMIN LT 29 503 18th ST 0.07 RM-3 46 377500000300 JASMIN LT 30 505 18th ST 0.07 RM-3 47 377500000310 JASMIN LT 31 AND N 12.50 507 18th ST 0.10 RM-3 OF LT 32 48 377500000350 JASMIN LT 35 515 18th ST 0.07 RM-3 49 377500000360 JASMIN LT 36 517 18th ST 0.07 RM-3 50 377500000370 JASMIN LT 37& PT LT 38 519 18th ST 0.13 RS-6 51 462500070060 LUTER PART LT 6 BK 7 2022 MARY 0.05 RM-3 52&53 462500070100 LUTER PARTITION BLK 7 2028 MARY 0.16 RM-3 LOTS 8 THRU 10 City of Corpus Christi 3 of 8 EXHIBIT A 54 462500070110 BK TER PART LTS 11 AND 12 2034 MARY 0.11 RM-3 55 573600050010 NEYLAND COL MEX LTS 1 & 508 18th ST 0.12 RM-3 2BK5 56 462500050020 1 H E LUTER PART LT 2 BK 5 1 502 18th ST 0.16 RM-3 W Map 2: Neighborhood Zoning IL -04 City of Corpus Christi,TX 1-13 IL 42 ON e,lte sr 141 SD 40b� 6 Y17 08 �f:45� SE 296 36 946� 19 1 S > 09 D]D6 OS Dd 03 0] 35 04 INS . 33 �tqq� 53 5] SI 3132 49ANNE, S4r 1 50 Mary [ 30 1] 19 I1 16 IB 20 21 I ` L RMe 3 23 ]9 CI CI r . RM3 " CN-1 o zso so�6p- RM-3 Ps Cc Kr z T—,P k 'aV Idl-e 1i nClm= F Ic_Soft CONANP'z,�,' t c T -lDi, i,rn ET]Nn � >n nlPs.uSc�isu City of Corpus Christi 4 of 8 EXHIBIT A ME NMI Map 3: Neighborhood Amenities City of Corpus Christi, TX ille Mr .I Wilm Coun, si ••u ou:, ° Park �-or•e E a s �r. o £ Ge• 9- Ben �a Elements Gy o mo Mar�g•u�erite Child ;� �?Garcia Par Development Center Garcia A • &E•ucati© Qgnw, al 0 orpus • ri i oli•e letic Elementary Z 1iu H_a• 't•ark � J•e Garza Pa moRGAN Za .-la -ni r -r �arci Family Health C-rater 0 0.5 1Miles Nearby Neighborhood Assets ✓ Adjacent CCRTA Bus Stops on 19t" St. (Route 21 —Arboleda) ✓ Adjacent Premier High School (Charter School) ✓ Adjacent St. Joseph's Catholic Church ✓ Antonio E. Garcia Arts & Education Center (5-minute walk) ✓ Antonio E. Garcia Park (5-minute walk) ✓ Marguerite Child Development Center (5-minute walk) ✓ Dr. Hector P. Garcia Memorial Family Health Center (10-minute walk) ✓ Neighborhood-serving commercial establishments along Agnes Street, S. Port Avenue, and Morgan Avenue (5 to 10-minute walk) Within a 20-minute walk: ✓ Ben Garza Park and Gymnasium: 15-minute walk, 5-minute bicycle ride ✓ Zavala Head Start: 15-minute walk, 5-minute bicycle ride ✓ Zavala Elementary School: 20-minute walk, 5-minute bicycle ride ✓ Zavala Senior Center: 20-minute walk, 5-minute bicycle ride City of Corpus Christi 5 of 8 EXHIBIT A ✓ Joe Garza Community Park and Recreation Center: 20-minute walk, 5-minute bicycle ride Within a 30-minute walk: ✓ George Evans Elementary School: 25-minute walk, 10-minute bicycle ride ✓ Driscoll Middle School: 35-minute walk, 10-minute bicycle ride ✓ Roy Miller High School: 25-minute walk, 10-minute bicycle ride ✓ City Hall: 25-minute walk, 10-minute bicycle ride Utilities All utilities are available within the area, the Corpus Christi Water (CCW) department is currently evaluating the existing system to identify any needed upgrades. Land Use/Right-of-Way/Public Utility Improvements The city will work with selected project sponsor/s on needed rezoning and zoning regulation adjustments, right-of-way closures, public utility improvements, and/or land costs to accommodate proposed project/s that meet the city's housing affordability and infill needs. Any city accommodations must align with commensurate public benefits, focused primarily on meeting local housing affordability and neighborhood stabilization needs. Area Demographics The Former Lamar Elementary School site and neighborhood lots are located within Nueces County's Census Tract 10. Below are select demographic and housing characteristics within this Census Tract. 2020 Decennial Census (Redistricting File) • Population: 2,751 • Hispanic or Latino: 2,391 • Households/Occupied Housing Units: 992 • Vacant Housing Units: 242 • Group Quarters Population: 85 (nursing/skilled nursing facility residents) 2021 American Community Survey (5-year Estimates) • Median Age: 34 years • Educational Attainment of Population age 25 and older: o Less than high school graduate: 42.5% o High school graduate (includes equivalency): 30.5% o Some college or associate's degree: 24.8% o Bachelor's degree: 1.6% o Graduate or professional degree: 0.6% • Average Household Size: 2.8 persons per household • Median Household Income: $22,220 • Household Tenure: 45% owner-occupied, 55% renter-occupied City of Corpus Christi 6 of 8 EXHIBIT A • Housing Characteristics: 78% 1-unit structures, 20% 2-or-more unit structures, 2% mobile homes and all other types of units. Affordable and Low-Income Housing Subsidies and incentives may be available for developments that include affordable and low- income housing. Subsidies and incentives are offered based on a variety of factors, including project scope, funding sources, and local, State, and Federal restrictions. SECTION II. LETTER OF INTEREST SUBMISSION Proposers must submit a Letter of Interest addressed to the Planning and Community Development Department located on the second floor of City Hall at 1201 Leopard Street Corpus Christi, Texas, 78401. Within the Letter of Interest, the proposer should provide the following information. Description of Entity and Experience — A description of the entity submitting the Letter of Interest must include, if not an individual, the name of all partners, corporate name(s), and dba(s) if applicable, and the pertinent address and telephone number, names and addresses of all investors, shareholders, and officers of the corporation. The description submitted by the purchaser/developer shall also provide the following information: ■ A clear statement of the purchaser/developer's interest in purchasing and redeveloping the space with potential ideas for its reuse —with specific lots identified. ■ A clear statement of the purchaser/developer's experience in purchasing and redeveloping space. ■ Experience (if any) working with the public sector. ■ Experience (if any) with delivering infill and or affordable housing products. ■ The estimated timeline for development from the date of acquisition. Submission of Letter of Interest Letters of Interest are due at the City of Corpus Christi Department of Planning and Community Development, City Hall, Corpus Christi, Texas 78401 no later than 5 pm on September 11, 2023. Inquiries Any inquiries related to this RFI must be submitted in writing, no later than five (5) days before the RFI deadline, to: Daniel McGinn Director of Planning and Community Development City of Corpus Christi 1201 Leopard Street Corpus Christi, Texas 78401 Email: Danielmc@cctexas.com Phone: (361) 826-1614 City of Corpus Christi 7 of 8 EXHIBIT A SECTION III. REVIEW OF LETTERS OF INTEREST Letters of Interest will be evaluated on a combination of the following: project or proposal ideas; experience, particularly regarding infill housing and affordable housing, supportive housing, and neighborhood investment projects; professional qualifications and expertise on similar housing and infill projects; approach to the planning/permitting process; and the ability to bring projects to a timely and successful conclusion. All Letters of Interest will be reviewed by representatives from the City Manager's Office. As this is a Request for Interest only, this Request may lead to one of the following outcomes: ■ A request for additional information from one or more respondents; ■ The issuance of a Request for Proposals (RFP) to one or more responders chosen as part of this Request; ■ The issuance of an RFP opened to all potential development teams; ■ Direct negotiations for sale/lease and redevelopment of the property with a development team selected as a result of this Request; ■ Termination of this process without selection of a development team or issuance of an RFP. Terms of this Request: this Request is not a request for competitive proposals and in no way obligates the City to enter into a relationship with any entity that responds, or limits or restricts the City's right to enter into a relationship with an entity that does not respond. In its sole discretion, the City may pursue discussion with one or more entities responding to this Request or none at all. City of Corpus Christi 8 of 8 Real Estate Sales Contract THE STATE OF TEXAS § KNOW ALL BY THESE PRESENTS COUNTY OF NUECES § This Contract is entered into by the City of Corpus Christi, a Texas home-rule municipality, with an address of 1201 Leopard Street, Corpus Christi, Nueces County, Texas 78401 ("Seller") and Habitat for Humanity - Corpus Christi, Inc, a Texas Nonprofit Corporation with an address of 1901 Lipan St, Corpus Christi, TX 78408 ("Buyer"). 1. Property. Seller, for the consideration and under the terms set out herein, agrees to convey to Buyer the following lots: 1) Lot 2, Block 9, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2304 Mary Street, 2) Lot 6, Block 9, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near at 2312 Mary Street, 3) Lot 7, Block 9, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2312 Mary Street, 4) Lot 8, Block 9, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2312 Mary Street, 5) Lot 11, Block 9, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2324 Mary Street, 6) Lot 12, Block 9, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2324 Mary Street, 2. Purchase Price. The purchase price is $10.00 per lot and the development of each lot for low-income or moderate-income housing. The Buyer will construct low- income or moderate-income housing on each lot conveyed. For this agreement, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the properties per Texas Local Government Code 272.001(g). 3. Title Insurance. The Buyer, at Buyer's expense, may acquire a title insurance policy that guarantees good and indefeasible title to the Property, without exceptions to title other than the standard printed exceptions and exceptions permitted under this Contract, and that wholly insures and indemnifies Buyer against any title defects or adverse claims. 4. Property Taxes. The City of Corpus Christi, as the owner of this property, is exempt from local property taxes. Any taxes due after conveyance are the responsibility of the Buyer. 5. Special Warranty Deed. Seller will execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer must make the cash payment. 6. Reverter Clause. The Special Warranty Deed for all lots sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 7. Cost Recapture, Reverter, and Covenant Running with the Land Clause. The Special Warranty Deed for all lots sold shall include Cost Recapture, Reverter, and Covenant Running with the Land clause as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Page 2 of 8 Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254-1 or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115-1 and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 8. Non-Transferable. Prior to constructing a single-family dwelling for low-income or moderate-income housing outlined in this agreement, the Buyer shall not transfer the property described herein. Any attempt to do so shall be null and void, and the party responsible shall be liable for any resulting damages incurred by the other party. 9. Property Maintenance. Upon conveyance, Buyer shall maintain the described properties by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. Buyer shall not allow weeds or brush twelve inches or higher to grow on the described property. Additionally, the Buyer will keep the described properties free of litter and solid waste. 10. Closing. There shall be no formal closing for this transaction. Within 30 days of Page 3 of 8 this Agreement's execution, Buyer will provide cash payment. Within 30 days of receipt of cash payment, Seller shall execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer will be responsible for recording the Special Warranty deed in the Real Property records of Nueces County. 11 . Survives Closing. This Contract survives the Conveyance of the Property and the delivery of the Special Warranty Deed and other necessary documents by Seller to Buyer, and all terms and conditions remain in effect between Seller and Buyer. 12. Property Condition. A. Buyer acknowledges and agrees that Buyer is purchasing the property "AS-IS" "WHERE-IS" and "WITH ALL FAULTS" without any warranties, representations or guarantees, either expressed or implied, of any kind, nature or type whatsoever from or on behalf of seller. Without limiting the generality of the foregoing, Buyer acknowledges and agrees that Seller hereby expressly disclaims any and all implied warranties concerning the condition of the property and any portions thereof, including but not limited to environmental conditions, presence or absence of hazardous materials and implied warranties of habitability, merchantability or fitness for a particular purpose. B. Buyer acknowledges and agrees that BUYER HAS NOT RELIED, AND WILL NOT RELY, upon any representations or warranties (oral or written) made by, or purportedly made on behalf of, Seller unless such representations and warranties are expressly set forth in this Contract. C. Except as otherwise specifically provided in this Contract, Buyer agrees that no representation by or on behalf of Seller have been made to Buyer as to the condition of the Property, any restrictions related to the condition of the Property, any restrictions related to the development of the Property, the applicability of or compliance with any governmental requirements, including but not limited to environmental laws or the suitability of the Property for any purpose whatsoever. D. Buyer releases Seller from any claims it may have against the Seller now or in the future under the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C.A §§ 9601 et seq. as amended; the Resource Conservation and Recover Act, 42 U.S.C.A. §§ 6901 et seq. as amended; the Texas Solid Waste Disposal Act, Tex. Health & Page 4 of 8 Safety Code §§ 361 .001 et seq. as amended; any other analogous state or federal statute; and common law arising from the environmental conditions of the Property or the presence of hazardous substances, solid wastes, or any other pollutants or contaminants on the Property. 13. Broker's Commission. Seller and Buyer have not commissioned a Broker to represent their interests, and neither are responsible for any brokerage or real estate commissions in connection with this Contract. Any costs associated with services to either party are the responsibility of the party that contracted the services. 14. Essential. Time is of the essence in closing this transaction. 15. Effective Date. The effective date of this Real Estate Sales Contract is the date on which the Contract is signed by the Seller. 16. Governing Law and Venue. This Agreement is subject to all federal, State, and local laws, rules, and regulations. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 17. Supersedes previous agreements. This Contract constitutes the only agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Contract. 18. Counterparts: Multiple original copies of this contract may be executed, and the execution of this contract may be through the execution by the parties of separate counterparts. All of the original copies of this contract together shall constitute one agreement, binding on all of the parties hereto notwithstanding that the parties hereto may or may not be signatories to the same counterpart. Each of the undersigned parties authorizes the assembly of one or more original copies of this contract, such that each such original copy of this contract shall consist of (i) the body of this contract and (ii) counterpart signature pages and acknowledgment pages which collectively include all of the signatures and acknowledgments of the parties hereto. Each such contract shall constitute one original of this contract. 19. Assignment: Buyer shall not assign this Contract. Seller shall not assign this Contract. In the event an assignment is attempted, in violation of this Section, then Buyer's rights under this Contract shall automatically and immediately terminate without notice. 20. Breach of Contract. Buyer's failure to develop the conveyed parcels for low- income or moderate-income housing as defined herein constitutes a breach of contract. Seller has all remedies in law for a breach of contract. Page 5 of 8 21 . Government Function. This Agreement is to perform a governmental function solely for the public benefit, and the City does not waive its immunity by entering into and performing its obligations under the Agreement. 22. Deed Amendment. Upon request from Buyer, Seller will file an amended Special Warranty Deed if Buyer has started construction of a single-family dwelling but will be unable to obtain a certificate of occupancy within 2 years of the conveyance. The amended Special Warranty Deed will provide an additional year to obtain a certificate of occupancy prior to reversion. Page 6 of 8 Seller City of Corpus Christi Jeff H. Edmonds, P.E., Director of Engineering Services THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Jeff H. Edmonds, P.E., Director of Engineering Services of the City of Corpus Christi, a Texas municipal corporation, on behalf of said corporation. Notary Public in and for the State of Texas APPROVED AS TO LEGAL FORM THIS DAY OF 202 Assistant City Attorney City Legal Department Page 7 of 8 Buyer Habitat for Humanity - Corpus Christi, Inc. Sandra Gonzalez, Board President THE STATE OF TEXAS § COUNTY OF § This instrument was acknowledged before me on 202_, by Sandra Gonzalez, Board President of Habitat for Humanity - Corpus Christi, Inc. Notary Public in and for the State of Texas Page 8 of 8 OPTION FOR SALE OF REAL PROPERTY Whereas, Habitat for Humanity - Corpus Christi, Inc is a Texas Nonprofit Corporation exempt from federal taxation under Section 501(c)(3), Internal Revenue Code of 1986, as amended; Whereas, Habitat for Humanity - Corpus Christi, Inc has proposed property development of vacant lots near the Former Lamar Elementary School and; Whereas the City of Corpus Christi seeks to have property developed for low- and moderate-income households as a primary activity to promote the community-based revitalization of the City; Now, therefore, for and in consideration of $60 and property maintenance, the City of Corpus Christi, hereinafter referred to as "City," hereby grants to Habitat for Humanity - Corpus Christi, Inc, hereinafter referred to as "Optionee," an exclusive right and option to purchase the following described properties: 1) Lot 23A, Block 2, Eckerd Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2221 Marguerite Street, 2) Lot 24A, Block 2, Eckerd Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 504 20th Street, 3) Lot 39, Block 7, Steele's Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2614 Mary Street, 4) Lot 40, Block 7, Steele's Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2614 Mary Street, 5) Lot 29, Block 10, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 623 20th Street, 6) Lot 30, Block 10, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 623 20th Street. Section 1. Property Maintenance The Optionee shall maintain the described properties herein by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. The Optionee shall not allow weeds or brush twelve inches or higher to grow on the described properties. Additionally, the Optionee will keep the described properties free of litter and solid waste. If such property is not maintained, the City will send notice to the Optionee of this failure. The City may cancel this Option Contract if the Optionee does not cure the failure within 30 days of receiving the notice from the City. 1 Section 2. Option Period The option to purchase the property, hereinafter referred to as the "Option," shall commence upon the final execution of this contract and will expire on June 30, 2026, without notice to the Optionee. This option may only be exercised by Optionee after the construction of single-family dwellings on Lots 2, 6, 7, 8, 11, and 12, Block 9, Patrick Webb Addition Subdivision, City of Corpus Christi, Nueces County, Texas, located at or near 2304, 2312, and 2324 Mary Street. Upon request from the Optionee, the City may extend the option an additional year if the city has granted an extension to obtain a certificate of occupancy for a single-family dwelling. Section 3. Purchase Price The purchase price for the above-described properties is $10 per lot. The consideration paid herein shall be applied against the purchase price. Consideration also includes the use of the property for low-income and moderate-income housing, with low-income and moderate-income housing being defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 4. Forfeiture of Consideration If the Optionee fails to exercise this Option before its expiration or the City terminates for failure to maintain the property, the City will retain the consideration paid herein. Section 5. Reverter Clause The Special Warranty Deed of all lots to be sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to 2 abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 6. Cost Recapture, Reverter Clause, and Covenant Running with the Land The Special Warranty Deed of all lots to be sold shall include Cost Recapture, Reverter Clause, and Covenant Running with the Land as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254; or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115; and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401. 3 The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 7. Notice of Option's Exercise The Optionee's election to exercise this Option shall be by executing and delivering to the City the attached Real Estate Sales Contract on or before the expiration date hereof. Upon delivery of said executed sales contract, the City shall forthwith execute the same within thirty days. Section 8. Assignability of Option Optionee shall not assign the Option. In the event an assignment is attempted in violation of this Section, then Optionees' rights under this Option Contract shall automatically and immediately terminate without notice. Section 9. Notice Unless otherwise provided herein, any notice, tender, or delivery to be given hereunder by either party to the other may be effected by personal delivery in writing or by registered or certified mail, postage prepaid, return receipt requested, and shall be deemed received as of actual receipt or three business days from mailing, whichever is earlier. Mailed notices shall be addressed as set forth below, but each party may change his or her address by written notice in accordance with this Section. To the City: City of Corpus Christi Attn: Director of Planning and Community Development P.O. Box 9277 Corpus Christi, TX 78469-9277 To the Optionee: Habitat for Humanity - Corpus Christi, Inc Attn: 1901 Lipan St Corpus Christi, TX 78408 Section 10. Binding Effect This Option shall be binding on the City and shall inure to the benefit of Optionee. Remainder of page intentionally left blank; signature page to follow. 4 Executed this day of at County, Texas. Optionee Sandra Gonzalez, Board President Date Habitat for Humanity - Corpus Christi, Inc 1901 Lipan St Corpus Christi, TX 78408 City Peter Zanoni, City Manager Date City of Corpus Christi P.O. Box 9277 Corpus Christi, Texas 78469 APPROVED AS TO FORM: Deputy City Attorney Buck Brice 5 Real Estate Sales Contract THE STATE OF TEXAS § KNOW ALL BY THESE PRESENTS COUNTY OF NUECES § This Contract is entered into by the City of Corpus Christi, a Texas home-rule municipality, with an address of 1201 Leopard Street, Corpus Christi, Nueces County, Texas 78401 ("Seller") and Habitat for Humanity - Corpus Christi, Inc, a Texas Nonprofit Corporation with an address of 1901 Lipan St, Corpus Christi, TX 78408 ("Buyer"). 1. Property. Seller, for the consideration and under the terms set out herein, agrees to convey to Buyer the following lots: 1) Lot 23A, Block 2, Eckerd Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2221 Marguerite Street, 2) Lot 24A, Block 2, Eckerd Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 504 20th Street, 3) Lot 39, Block 7, Steele's Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2614 Mary Street, 4) Lot 40, Block 7, Steele's Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2614 Mary Street, 5) Lot 29, Block 10, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 623 20th Street, 6) Lot 30, Block 10, Patrick Webb Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 623 20th Street. 2. Purchase Price. The purchase price is $10.00 per lot and the development of each lot for low-income or moderate-income housing. The Buyer will construct low- income or moderate-income housing on each lot conveyed. For this agreement, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the properties per Texas Local Government Code 272.001(g). 3. Title Insurance. The Buyer, at Buyer's expense, may acquire a title insurance policy that guarantees good and indefeasible title to the Property, without Page 1 exceptions to title other than the standard printed exceptions and exceptions permitted under this Contract, and that wholly insures and indemnifies Buyer against any title defects or adverse claims. 4. Property Taxes. The City of Corpus Christi, as the owner of this property, is exempt from local property taxes. Any taxes due after conveyance are the responsibility of the Buyer. 5. Special Warranty Deed. Seller will execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer must make the cash payment. 6. Reverter Clause. The Special Warranty Deed for all lots sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 7. Cost Recapture, Reverter, and Covenant Running with the Land Clause. The Special Warranty Deed for all lots sold shall include Cost Recapture, Reverter, and Covenant Running with the Land clause as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § Page 2 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254-1 or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115-1 and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401 . The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 8. Non-Transferable. Prior to constructing a single-family dwelling for low-income or moderate-income housing outlined in this agreement, the Buyer shall not transfer the property described herein. Any attempt to do so shall be null and void, and the party responsible shall be liable for any resulting damages incurred by the other party. 9. Property Maintenance. Upon conveyance, Buyer shall maintain the described properties by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. Buyer shall not allow weeds or brush twelve inches or higher to grow on the described property. Additionally, the Buyer will keep the described properties free of litter and solid waste. Page 3 10. Closing. There shall be no formal closing for this transaction. Within 30 days of this Agreement's execution, Buyer will provide cash payment. Within 30 days of receipt of cash payment, Seller shall execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer will be responsible for recording the Special Warranty deed in the Real Property records of Nueces County. 11 . Survives Closing. This Contract survives the Conveyance of the Property and the delivery of the Special Warranty Deed and other necessary documents by Seller to Buyer, and all terms and conditions remain in effect between Seller and Buyer. 12. Property Condition. A. Buyer acknowledges and agrees that Buyer is purchasing the property "AS-IS" "WHERE-IS" and "WITH ALL FAULTS" without any warranties, representations or guarantees, either expressed or implied, of any kind, nature or type whatsoever from or on behalf of seller. Without limiting the generality of the foregoing, Buyer acknowledges and agrees that Seller hereby expressly disclaims any and all implied warranties concerning the condition of the property and any portions thereof, including but not limited to environmental conditions, presence or absence of hazardous materials and implied warranties of habitability, merchantability or fitness for a particular purpose. B. Buyer acknowledges and agrees that BUYER HAS NOT RELIED, AND WILL NOT RELY, upon any representations or warranties (oral or written) made by, or purportedly made on behalf of, Seller unless such representations and warranties are expressly set forth in this Contract. C. Except as otherwise specifically provided in this Contract, Buyer agrees that no representation by or on behalf of Seller have been made to Buyer as to the condition of the Property, any restrictions related to the condition of the Property, any restrictions related to the development of the Property, the applicability of or compliance with any governmental requirements, including but not limited to environmental laws or the suitability of the Property for any purpose whatsoever. D. Buyer releases Seller from any claims it may have against the Seller now or in the future under the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C.A §§ 9601 et seq. as amended; the Resource Conservation and Recover Act, 42 U.S.C.A. §§ 6901 et seq. as Page 4 amended; the Texas Solid Waste Disposal Act, Tex. Health & Safety Code §§ 361 .001 et seq. as amended; any other analogous state or federal statute, and common law arising from the environmental conditions of the Property or the presence of hazardous substances, solid wastes, or any other pollutants or contaminants on the Property. 13. Broker's Commission. Seller and Buyer have not commissioned a Broker to represent their interests, and neither are responsible for any brokerage or real estate commissions in connection with this Contract. Any costs associated with services to either party are the responsibility of the party that contracted the services. 14. Essential. Time is of the essence in closing this transaction. 15. Effective Date. The effective date of this Real Estate Sales Contract is the date on which the Contract is signed by the Seller. 16. Governing Law and Venue. This Agreement is subject to all federal, State, and local laws, rules, and regulations. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 17. Supersedes previous agreements. This Contract constitutes the only agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Contract. 18. Counterparts: Multiple original copies of this contract may be executed, and the execution of this contract may be through the execution by the parties of separate counterparts. All of the original copies of this contract together shall constitute one agreement, binding on all of the parties hereto notwithstanding that the parties hereto may or may not be signatories to the same counterpart. Each of the undersigned parties authorizes the assembly of one or more original copies of this contract, such that each such original copy of this contract shall consist of (i) the body of this contract and (ii) counterpart signature pages and acknowledgment pages which collectively include all of the signatures and acknowledgments of the parties hereto. Each such contract shall constitute one original of this contract. 19. Assignment: Buyer shall not assign this Contract. Seller shall not assign this Contract. In the event an assignment is attempted, in violation of this Section, then Buyer's rights under this Contract shall automatically and immediately terminate without notice. 20. Breach of Contract. Buyer's failure to develop the conveyed parcels for low- income or moderate-income housing as defined herein constitutes a breach of contract. Seller has all remedies in law for a breach of contract. Page 5 21 . Government Function. This Agreement is to perform a governmental function solely for the public benefit, and the City does not waive its immunity by entering into and performing its obligations under the Agreement. 22. Deed Amendment. Upon request from Buyer, Seller will file an amended Special Warranty Deed if Buyer has started construction of a single-family dwelling but will be unable to obtain a certificate of occupancy within 2 years of the conveyance. The amended Special Warranty Deed will provide an additional year to obtain a certificate of occupancy prior to reversion. Page 6 Seller City of Corpus Christi Jeff H. Edmonds, P.E., Director of Engineering Services THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Jeff H. Edmonds, P.E., Director of Engineering Services of the City of Corpus Christi, a Texas municipal corporation, on behalf of said corporation. Notary Public in and for the State of Texas APPROVED AS TO LEGAL FORM THIS DAY OF 202 Assistant City Attorney City Legal Department Page 7 Buyer Habitat for Humanity - Corpus Christi, Inc. Sandra Gonzalez, Board President THE STATE OF TEXAS § COUNTY OF § This instrument was acknowledged before me on 202_, by Sandra Gonzalez, Board President of Habitat for Humanity - Corpus Christi, Inc. Notary Public in and for the State of Texas Page 8 �.Wi• it I � r�A r 406 1. ••. r•a��! • •off "•r1 a...►� - - - - i A„e. • ..�9 �14 APPRAISAL r- • s w . � 4.y�� • ..r Vie, Y �►J M ■ f � � I •... rr •'mow I 1 i a•� y N r f ' r REPORT 1 1 1 , • • th Street, Corpus NuecesCounty, Texas -.0. . . ............... CLIENT lowerypa.com April 26, 2024 Bobby Harraid, Jr. City of Corpus Christi Property& Land Acquisition Manager 1201 Leopard Street, Corpus Christi,Texas 78469-9277 VACANT LAND 536 19'"Street, Corpus Christi, Nueces County,Texas In accordance with your request and authorization,we have completed an Appraisal Report of the captioned property for the purpose of developing an opinion of the market value of the subject property. It is our intent to comply with 12 CFR, Subpart C -Subsection 34.42(g), Department of the Treasury, Office of the Comptroller of the Currency, as well as the Uniform Standards of Professional Appraisal Practice (USPAP) and FIRREA. It should be noted that the undersigned have experience in appraising properties considered similar to the subject, in the subject market area, and therefore comply with the Competency Rule as outlined in USPAP. The following report, plus the Addenda, sets forth our findings and conclusions. Maps, plats and photographs that are considered essential to explain the reasoning followed in making the appraisal have been included and the conclusions are expressed therein.Also, no hazardous materials orwaste were noted upon inspection of the subject property.Please refer to the Basic Assumptions and Limiting Conditions section of this report. USPAP Standards Rule 1-2(h) states that an appraiser must identify the scope of work necessary to complete an assignment.The scope of work is acceptable when it is consistent with: (1) the expectations of participants in the market for the same or similar appraisal services; and (2) what the appraiser's peers' actions would be in performing the same or similar assignment in compliance with USPAP. In the case of the subject property, both of these USPAP criteria have been met. NOTEWORTHY POINTS ■ The subject property is a 0.0733-acre (3,192 SF) vacant tract of land. ■ The subject is neither under contract of sale, nor is it listed for sale on the open market. ■ The Sales Approach was fully developed herein.The Income and Cost Approaches to value were omitted and not considered necessary for credible assignment results. The Cost Approach was not considered to be applicable due to the lack of improvements located on the subject site which contribute value. The Income Approach was not considered to be applicable due to the subject as a non-income producing piece of land. The omission of the Income and Cost Approaches to value are not considered to, in any way, reduce the reliability of the value conclusions herein. The appraisal, subject to the assumptions and limiting conditions as expressed herein and conducted according to the Uniform Standards of Professional Appraisal Practice, led us to develop an opinion of market value as follows: VALUE CONCLUSION Status Interest Date Value As Is Fee Simple April 16,2024 $16,000 Support and explanation for our value conclusion is explained in detail in the contents of the attached report. It has been a pleasure to assist you, and if we can be of service to you in the future, please let us know. Lowery Property Advisors, LLC MARIO CARO,MAI,AI-GRS,SR/WA BRIAN BORMANN Texas State Certified General Real Estate Appraiser Texas State Certified General Real Estate Appraiser Certificate No.TX1334889-G Certificate No.TX1381102-G mario@lowerypa.com brian@lowerypa.com BENJAMIN SAUNDERS JEFFREY K.WALTERS Texas State Certified General Real Estate Appraiser Texas State Certified General Real Estate Appraiser Certificate No.TX1381348-G Certificate No.TX1380924-G bsaunders@lowerypa.com jeff@lowerypa.com CONTENTS SALIENTDATA................................................................................................................................................................... 1 SUBJECTPHOTOS ............................................................................................................................................................. 2 INTRODUCTION ................................................................................................................................................................4 SCOPEOF WORK............................................................................................................................................................. 5 REGIONAL......................................................................................................................................................................... 6 NEIGHBORHOOD........................................................................................................................................................... 10 DEMOGRAPHICS............................................................................................................................................................ 16 ECONOMICUPDATE...................................................................................................................................................... 20 SITEDESCRIPTION........................................................................................................................................................... 27 PROPERTYHISTORY ........................................................................................................................................................33 REALESTATE TAXES.........................................................................................................................................................34 HIGHEST & BEST USE .......................................................................................................................................................35 LANDVALUATION..........................................................................................................................................................37 MARKETING / EXPOSURE TIME ...................................................................................................................................... 47 ASSUMPTIONS & LIMITING CONDITIONS......................................................................................................................48 CERTIFICATION............................................................................................................................................................... 50 ADDENDUM.................................................................................................................................................................... 51 SALIENT DATA CORPUS CHRISTI•TEXAS VACANT LAND SALIENT DATA GENERAL Date of Valuation April 16, 2024"As Is" Date of Inspection April 16, 2024 Property Rights Appraised Fee Simple SITE Location The subject property is located along the east side of 19th Street,just north of Mary Street. The address associated with the subject property is 536 19th Street, Corpus Christi, Nueces County, Texas. Site Description Per the Nueces County Appraisal District, the subject site is a 0.0733- acre (3,192 SF) tract of vacant land. The site is generally rectangular in shape with generally level topography.The property is not located in a designated flood plain. Reader is referred to the Site Description section for further details. Legal Description Lot 2, Jasmin Addition, City of Corpus Christi, Nueces County, Texas Zoning "RS-6" -Single-Family 6 District IMPROVEMENTS General Description The subject site is currently vacant land with no improvements. HIGHEST & BEST USE As Vacant Residential development PA 2024.04.139 PAGE 1 SUBJECT PHOTOS CORPUS CHRISTI•TEXAS VACANT LAND SUBJECT PHOTOS =d: AK I _ " 1, LPA 2024.04.139 PAGE 2 � 4g► N w;. 973 2 N Marguerite St 425 M' .• .- k r M-y St F.t,rry St p _- rrAftn »: G ' � t 4 •- �' -a ■ ■ Morris M rr - ■ St Joseph School - ,,:,� re pa it rlo:e ` .ci3 St Juseph:s I Catholic Church r■a, pI �v+mommmmmwww+f ■ �, �I _ i a. pia i 6 ' INTRODUCTION CORPUS CHRISTI•TEXAS VACANT LAND INTRODUCTION This is an Appraisal Report, which is intended to comply with the reporting requirements set forth under Standards Rule 2-2(a) of the Uniform Standards of Professional Appraisal Practice for an Appraisal Report. Supporting documentation concerning the data, reasoning and analyses is retained in the appraiser's file. The depth of discussion contained in this report is specific to the needs of the client and for the intended use stated below. The appraiser is not responsible for unauthorized use of this report. Furthermore, as agreed upon with the client prior to the preparation of this appraisal, this is an appraisal as set forth by USPAP. TYPE OF VALUE The value definition employed in this report is Market Value as defined in 12 CFR - Part 34.44 (FIRREA), Department of the Treasury, Office of the Comptroller of the Currency. Market value means the most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: ■ Buyer and seller are typically motivated; ■ Both parties are well informed or well advised,and acting in what they consider their own best interests; ■ A reasonable time is allowed for exposure in the open market; ■ Payment is made in terms of cash in US dollars or in terms of financial arrangements comparable thereto; and ■ The price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale. Intended Use Internal Management Decisions Intended Users City of Corpus Christi Client City of Corpus Christi Interest Valued Fee Simple Date of Valuation April 16, 2024 "As Is" Date of Inspection April 16, 2024 Date of Report April 26, 2024 PA 2024.04.139 PAGE 4 SCOPE OF WORK CORPUS CHRISTI•TEXAS VACANT LAND SCOPE OF WORK The scope of the assignment relates to the extent and manner in which research is conducted, data is gathered and analysis is applied. In preparing this appraisal, the appraisers did the following: ■ Inspected the subject property; ■ Search the applicable market area for comparable market data. We utilized multiple sources including but not limited to: Costar, Loopnet, area brokers, local MLS, as well as our proprietary database. ■ Interviewed landowners and local brokers familiar with the subject area and considered their insight of the current market and transactions; ■ Obtained information from surrounding counties and area jurisdictions regarding zoning, taxes, property history, flood plain, utilities, etc. ■ Developed an opinion of the market value via the Sales Approach. The inclusion or exclusion of approaches to value was determined by LPA and not our client. ■ The Sales Approach was fully developed herein. The Income and Cost Approaches to value were not considered necessary for credible assignment results. The omission of the Income and Cost Approaches to value are not considered to, in any way, reduce the reliability of the value conclusions herein. The Cost Approach was not considered to be applicable due to the lack of improvements located on the subject site. The Income Approach was not considered to be applicable due to the subject as a non-income producing piece of land. ■ To develop the opinion of value, the appraiser performed an appraisal process, as defined by the Uniform Standards of Professional Appraisal Practice. Extraordinary Assumptions & Hypothetical Conditions It is emphasized that per USPAP, "the use of extraordinary assumptions and or hypothetical conditions may have affected assignment results." These terms are defined as follows: Extraordinary Assumption, "an assignment-specific assumption as of the effective date regarding uncertain information used in an analysis which, if found to be false, could alter the appraiser's opinions or conclusions." This report is made with the following extraordinary assumption(s): ■ None Hypothetical Condition, "a condition, directly related to a specific assignment, which is contrary to what is known by the appraiser to exist on the effective date of the assignment results, but is used for the purpose of analysis." This report is made with the following hypothetical condition(s): ■ None LPA 2024.04.139 PAGE 5 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND REGIONAL The subject is located in the Corpus Christi Metropolitan Statistical Area (MSA) which is located on the Texas Gulf Coast, approximately midway between Houston and the Mexican border. It is 200 miles southwest of Houston, 200 miles south of Austin, 130 miles southeast of San Antonio and 130 miles north of the Mexican border.The MSA covers three counties-Aransas, Nueces, and San Patricio. I)ALI ti .il iD I"- 6} "a _.. rxKe eer ''"I" raemercsT caerwscrielsa 4��' Corpus ChrlSiltang y4 s 'g Roue Dun LPA 2024.04.139 PAGE 6 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND DEMOGRAPHICS According to Esri, the 2021 population estimate of the Corpus Christi Metropolitan Area is 442,600, making it the 7th largest metropolitan area in the Texas. Based on that estimate, the area gained approximately 5,300 new residents between 2020 and 2021.The main industries of the area include military, oil production, shipping, and construction. Leisure and hospitality industries are also important to the area, as the coast attracts many tourists. ECONOMICS Corpus Christi MSA Corpus Christi's economy has paused in recent months, with job growth slowing nearly to a halt. Professional services and government have been especially weak, declining since August. However, core manufacturing is advancing a bit faster than most other industries. The unemployment rate has been relatively steady in the range of 4.5%, more than 0.5 percentage point higher than the national rate. The labor force has stopped rising in recent months after gaining earlier in 2023, but it remains above where it was in early 2020. Housing market data have been mixed. Manufacturing was weak in 2023, but the chances of a rebound in 2024 are beginning to improve. Petrochemical refining as well as equipment and supplies related to drilling makes up the bulk of local production. From the peak in March 2022 through mid-2023, oil prices fell by approximately $50 per barrel, setting in motion a decline in Texas' active drill rigs throughout 2023. The subsequent price gyrations only added to uncertainty, further subduing exploration. On the positive side, exploration companies have been able to boost production of existing wells via improvements in productivity. The forecast is for West Texas Intermediate to rise back into the mid-$80 per barrel range this year, the expectation is that once companies are confident prices will remain elevated, the industry will revive. Separately, in early 2023, Tesla began constructing a lithium-refining facility near Corpus Christi that will support the production of batteries for electric vehicles. The company projects that the plant will be operational in 2024, initially resulting in a few hundred permanent jobs. In the meantime, the facility's construction is adding an additional 500 or more jobs. The logistics industry should continue the recovery that began toward the end of 2023 following a decline through most of the year. One factor behind the recovery is that the Port of Corpus Christi Ship Channel is working on an expansion after receiving federal funding at the end of 2022. Completion is expected this year, resulting in a wider and deeper port better able to accommodate rising export flows of energy and agricultural products. Further, Cheniere is planning a 12 million-ton per year expansion of its local natural gas liquefaction facility. A driver of this activity has been Russia's invasion of Ukraine, which led European and other natural gas importers to seek alternative sources of supply. As a result, in 2022, the U.S. became the world's second-largest exporter after Qatar. LPA 2024.04.139 PAGE 7 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND Residential construction rebounded modestly from its sharp contraction in 2022, but still-elevated mortgage rates will limit further gains in 2024. After house prices fell in the first half of 2023, prices have begun to rise moderately. But demographics will curb gains in housing in the longer term. In particular, there has been no population growth in recent years. One reason is that because the number of high-wage jobs is only half the national share, out-migration occurs as workers search for better jobs elsewhere.Another constraint is that the number of adults with a bachelor's degree is only two-thirds the national share, limiting the metro area's attractiveness for employers considering relocation. Strengths ■ Port of Corpus Christi expansions lead to growth in exports. ■ Rising demand for LNG boosts the distribution industry. Weaknesses ■ Lack of well-paying jobs accelerates outmigration as residents relocate to larger metro areas such as Dallas and Houston. ■ Uncertainty surrounding oil prices causes oil companies to hold back on investment. 2019 2020 2021 2022 2023 INDICATORS 2024 2025 2026 2027 2028 26.8 25.5 27.7 26.8 27.3 Gross metro product (C12$bil) 28.2 28.8 29.6 30.4 31.3 0.4 -5.1 8.5 -3.0 1.8 %change 3.2 2.2 2.6 2.9 3.0 193.9 181.3 183.9 190.3 194.8 Total employment (ths) 197.5 199.5 201.0 202.4 203.9 0.3 -6.5 1.4 3.5 2.4 %change 1.4 1.0 0.8 0.7 0.7 4.3 9.1 7.1 4.9 4.5 Unemployment rate (%) 4.2 4.2 4.2 4.1 4.1 6.0 4.7 10.5 2.2 6.7 Personal income growth (%) 4.4 4.4 4.4 4.5 4.5 55.5 57.3 58.9 61.4 64.0 Median household income ($ths) 66.1 68.3 70.7 73.3 75.9 445.7 446.0 447.8 451.4 455.1 Population (ths) 458.2 460.9 463.5 466.1 468.6 -0.2 0.1 0.4 0.8 0.8 %change 0.7 0.6 0.6 0.6 0.6 -2.5 -0.6 1.7 3.2 2.6 Net migration (ths) 1.9 1.7 1.6 1.7 1.8 1842.0 1819.0 2423.0 2092.0 1894.4 Single-family permits (#) 1377.1 1484.9 1600.5 1599.4 1571.2 214.0 277.0 366.0 5.0 67.8 Multifamily permits (#) 451.0 442.0 472.4 494.0 484.1 3.0 4.6 12.0 14.3 3.0 FHFA house price (1995Q1=100) 1.4 -0.9 -0.1 1.1 2.1 Moodys Analytics PA 2024.04.139 PAGE 8 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND MAJOR ATTRACTIONS Corpus Christi is a popular tourist destination because of its mild climate and location. It is the most frequented vacation destination in Texas with 10.61 million annual visitors.Most visitors are the traditional summer beach visitors and "Winter Texans" which pump an estimated$1.35 billion annually into the local economy. Corpus Christi convention activity is focused in the area at the north end of Shoreline Boulevard near the Harbor Bridge. The American Bank Center Convention Center events support a number of hotels in the downtown Bay Front area.The center(located at 1901 N.Shoreline Boulevard-north of IH 37 and east of US 181) opened in late 2004 and features a 2,526-seat auditorium, a sports arena seating 10,500 and meeting and exhibition space. The sports arena is home to Corpus Christi's Ice-rays hockey team and the Texas A&M - Corpus Christi University basketball teams. Whataburger Field is home to the Corpus Christi Hooks, the Double-A affiliate of the Houston Astros. TRANSPORTATION Corpus Christi International Airport The Corpus Christi International airport serves the coastal bend of Texas.The four airlines that serve CCIA are American, Southwest, and United Airlines. These airlines provide direct flights to both airports in Houston as well as in Dallas. Port of Corpus Christi The Intracoastal Waterway and the Port of Corpus Christi make Corpus Christi a major transportation and bulk cargo center. The port is the 8th largest in the nation in terms of annual tonnage and is located mid-way along the Texas coast on the Gulf of Mexico (approximately 150 miles north of the United States/Mexico border) just north of IH 37 and the Central Business District (CBD). Low-cost barge transportation is available on this 1,177-mile waterway that links Corpus Christi with 9,812 miles of commercially navigable waterways in the mid-continent regions of the Mississippi River and its tributary systems as well as 2,500 miles of waterway along the Gulf of Mexico. The Texas Department of Transportation The main thoroughfares that serve the area are I-37,which provides easy access to San Antonio, State Highway 35, which connects the area to Houston, and US Highway 77, which connects 7n� the area to the Rio Grande Valley. Other important roadways include State Highways 358 and 361, which connect the city to Padre Island. CONCLUSION Corpus Christi will improve slowly in 2024 as the energy and distribution industries recover. Longer term, weak population growth and other structural factors will constrain growth. PA 2024.04.139 PAGE 9 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND NEIGHBORHOOD A neighborhood is typically a segment of a community, city or town which is a homogeneous grouping of individuals, buildings or business enterprises within the larger community. A neighborhood has three stages of life and possibly a fourth. They are (1) integration (the development stage), (2) equilibrium (the static stage), (3) disintegration (the declining or decaying stage), and possibly (4) a redevelopment or rejuvenation state or period and continuance of the neighborhood life cycle. o 0 0 0 ©Mea nsville Cemetery 0 Doyle 11 UFO P Posit.Cemeteryq /fake Park H-E_B. Duth Park Asa ANNAVILLE (yw� 164I • `\\ 0 4 North Beacl/ Texas State Aquarium oJBorchard _ nal Fairgrounds .......n - � C,Or u iiChrl5tl f � SUBJECT i' CF=�- Violet O 'C © Cole Park CENTRAL tIiY A Corpus Christi r 0 International 0 O Airport he Home pot' 0 ® �.MOLINA 0 3a ®4 (�'�.Driscaf Chtldref Memory `�Hoepita'' Gardens Funeral Home &Cemetery P L5? yes 0 .:r Un Tet o I 0 Carpus Christi Gun Clubv H-E-B® � Sams Club BAY ARE v Tierra Grande L� F431 souTn AIDE Petronila Lam'= (J 0 (2_g South Texas 01 Botanical W Gardens& Pre Modern American Cheer Nature Center 777 O O C O n r LPA 2024.04.139 PAGE 10 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND • LOCATION The subject property is located in the City of Corpus Christi, Nueces County, Texas.The subject neighborhood is best defined by use patterns, as well as the location of major thoroughfares and natural boundaries. Neighborhood boundaries are generally defined as the city limits of Corpus Christi. GENERAL INFO Corpus Christi is a coastal city in the South Texas region, which is 130 miles southeast of San Antonio. Corpus Christi has a population of 327,423 people with a median age of 35.7 and a median household income of $57,387. Between 2016 and 2021 the population of Corpus Christi grew from 325,734 to 327,423, a 0.52% increase and its median household income grew from $54,344 to $57,387, a 5.60% increase. This city is home to a number of popular destinations for both tourist and residents. Most of the local economy is driven by tourism and the oil and petrochemicals industry.The city's location provides opportunities for water sports and nature tourism. Some of the most visited attractions are located on North Beach, where the Texas State Aquarium and the USS Lexington Museum on the Bay are located. The Port of Corpus Christi, which is the fifth largest U.S. Port and deepest inshore port on the Gulf of Mexico, handles mostly oil and agricultural products. Corpus Christi is home to several institutions of higher learning such as Texas A&M University-Corpus Christi, De Mar College, and numerous vocational schools. The city has six school districts which provide primary and secondary education for residents. The market area is a combination of vacant land, single-family residential, retail, multifamily, office and industrial uses. Retail/commercial development is primarily located along major thoroughfares such as SH 358(South Padre Island Drive). Residential uses are located on secondary thoroughfares. PA 2024.04.139 PAGE 1 1 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND CORPUS CHRISTI DOWNTOWN Corpus Christi's Downtown/Bayfront area has great hotels, some of the city's finest dining options, a marina and museums. The Marina Arts District in downtown features excellent eateries, art, original music and festivals. The Sports, Entertainment and Arts District (SEA District) is located at the southern edge of the Corpus Christi Ship Channel.The SEA District includes the Museum of South Texas, the Corpus Christi Museum of Science and History, Concrete Street Amphitheater and Hurricane Alley Waterpark. Whataburger Field, home to the Corpus Christi Hooks (Double-A affiliate of the Houston Astros), is also located in the SEA District. McGee Beach is located on the downtown seawall and offers a beach that is perfect for children and fishing along the jetties. The Mirador de la Flor is located on the Corpus Christi Bayfront Seawall which is located at the Peoples Street T-Head and is popular among tourists. Selena Quintanilla Perez was an 'r,l� acclaimed Tejano singer born in Corpus Christi whose life and music touched the community and many people around the :` w world. The life size-bronze statue was sculpted by H.W. "Buddy" _ Tatum, awell-known Corpus Christi artist. MM Established in 1923, the Corpus Christi Yacht Club is located in Downtown Corpus Christi along Coopers Alley.The two-story private club is equipped with a full-service restaurant/bar and outdoor pool which hosts various events such as weddings, luncheons, and social �- gatherings. The Yacht Club regularly hosts regattas and offers a learn-to-sail program to both members and non-members between ages 6-18. This allows students to learn about water safety, rigging techniques, sailing skills, knots, and weather before venturing outside of the club's marina by the end of season. LPA 2024.04.139 PAGE 12 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND NAVAL AIR STATION CORPUS CHISTI NAS Corpus Christi was commissioned on March 12, 1941 after a board found that a lack of training facilities capable of .- meeting an emergency demand for pilots constituted a grave situation. NAS CC provided intermediate flight training in World War II, training naval pilots to fly SNJ, SNV, SNB, OS2U, PBY, and N3N airplanes. In 1944 it was the largest naval aviation training facility in the world. The facility covered 20,000 acres, had 997 hangars, shops, barracks, warehouse and accessory buildings. Today, Training Air Wing FOUR produces approximately 400 newly qualified aviators each year via the "Maritime Pipeline" for shore-based US Navy, US Marine Corps and US Coast Guard fixed—wing jet and turboprop aircraft. Training Air Wing FOUR consists of four squadrons which handle training in the T-613 Texan II, a single engine turboprop aircraft and advanced training in the twin engine T-44C Pegasus aircraft. NAS Corpus Christi is also home to the Corpus Christi Army Depot, the largest helicopter repair facility in the world. NORTH BEACH DEVELOPMENTS North Beach is the home of Corpus Christi's top tourist attractions - The USS Lexington Museum and the Texas State Aquarium,which both attract approximately 800,000 visitors annually.The USS Lexington Museum is a World War II vintage aircraft carrier that now services as a naval aviation museum and educational facility. Commissioned in 1943, the carrier served the United States longer and set more records than any other carrier in the history of naval aviation. The Texas State Aquarium mission is to engage people with animals, inspire appreciation for our seas and support wildlife conservation. North Beach offers a good variety of places to eat and drink and awesome bayfront views, a 1.5-mile-long sandy beach, and Concrete Beachwalk. Two fishing jetties are located on North Beach at the north and south ends. In 2017, Frazier started planning Lighthouse Pointe, a $25 million project at the tip of North Beach on the west side of U.S. Highway 181, across from the subject property.The complex will feature 159 luxury + rs one, two, and tree-bedroom apartment _ units, eight townhomes, a marina, spa, restaurant, chapel and a 136-foot Texas lighthouse.As of June 2022,the construction is still on going and is expected to be complete before the end of 2022. PA 2024.04.139 PAGE 13 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND ACCESS Access to the subject neighborhood is considered good due to its close proximity to U.S. Highway 181 to the west. U.S. Highway 181 originates in downtown Corpus Christi and connects Corpus Christi to Portland and extends far northwest to San Antonio. Interstate 37 is to the south of the subject which provides a direct link to both Interstate Highway 35 and Interstate Highway 10 in San Antonio. Interstate 69E/ US Highway 77 connects the city to Brownsville to the south and Victoria and Waco to the north. Texas State Highway 44 is a main thoroughfare that connects Corpus Christi to Laredo and the western part of South Texas by way of Interstate 69W / US Highway 59, Interstate 35, and US Highway 83. The inner-city public transportation is provided by Corpus Christi Regional Transportation Authority with its bus route. Other primary thoroughfares include Highway 286 (Crosstown Expressway) and Highway 358 (South Padre Island Drive). UTILITIES The majority of the city of Corpus Christi is adequately served by all the typical utilities, including water, sewer, electric service, natural gas, septic and public telephone. Major utility companies servicing the neighborhood include the City of Corpus Christi and TXU Electric Company. NUISANCES & HAZARDS Nuisances and hazards are limited in the subject neighborhood. Vibration, smoke, smog, odors and intense noise are basically related to vehicular traffic along the major thoroughfares. As in any area, traffic density poses problems ranging from congestion to noise. These problems are not severe and are a natural part of most communities. PA 2024.04.139 PAGE 14 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND LIFE CYCLE Each neighborhood has a unique and dynamic quality all its own, given man's unique imagination, design and development of an area. This quality is described as a "life cycle,"which is identified in The Appraisal of Real Estate as evolving through the following four stages. Growth Neighborhood gains public favor and acceptance Stability Equilibrium without marked gains or losses Decline Diminishing demand Revitalization Renewal, modernization and increasing demand Overall, the subject neighborhood appears to be in the stability period of its life cycle. Land prices have increased. The immediate area is a well-established area within the city of Corpus Christi and is considered to be approximately 70%developed. Properties appear to range in age from new to over 50 years. CONCLUSION The subject neighborhood is located in Corpus Christi, Nueces County, Texas. Demand for virtually all types of real estate in this area has been mostly stable in recent years. The future growth of the neighborhood relies heavily upon the strength of the economy and the overall strength of the real estate market within the entire Corpus Christi area. The subject property displays good locational attributes in the defined neighborhood and should benefit from any positive economic conditions experienced by the immediate area. PA 2024.04.139 PAGE 15 DEMOGRAPHICS CORPUS VACANT I-AND DEMOGRAPHICS The following pages summarize data generated by the STDB. gpesa Slt- f'1- p 4 ' r DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND Gesri' Prepared by Esri Rings: 1,3, 5 mile radii _atitude. 21.i8513 Longitude: -97.41330 1 mile 3 miles 5 miles Mortgage Income 2023 Percent of Income for Mortgage 15.41/❑ 14.99'❑ 17.5% Median Household Income 2023 Median Household Income $29,337 $38,894 $44,917 2028 Median Household Income $31,857 $42,995 $50,795 2023-2028 Annual Rate 1.66% 2.03% 2.49% Average Household Income 2023 Average Household Income $46,562 $61,618 $66,667 2028 Average Household Income $52,576 $68,934 $74,688 2023-2028 Annual Rate 2.46% 2.27% 2.30% Per Capita Income 2023 Per Capita Income $17,402 $23,069 $24,901 2028 Per Capita Income $19,986 $26,211 $28,271 2023-2029 Annual Rate 2.81% 2.59% 2.57% GINI Index 2023 Gini Index 46.5 46.3 44.5 Households by Income Current median household income is$44,917 in the area,compared to$72,603 for all U.S.households.Median household income is projected to be$50,795 in five years,compared to$82,410 for all U.S.households Current average household income is$66,667 in this area,compared to$107,008 for all U.S.households. Average household income is projected to he$74,688 in five years,compared to$122,048 for all U.S.households Current per capita income is$24,901 in the area,compared to the U.S.per capita income of$41,310. The per capita income is projected to be$28,271 in five years,compared to$47,525 for all U.S.households Housing 2023 Housing Affordability Index 141 148 126 2010 Total Housing Units 6,163 31,472 53,604 2010 Owner Occupied Housing Units 2,218 14,574 27,494 2010 Renter Occupied Housing Units 3,001 13,103 20,352 2010 Vacant Housing Units 944 3,795 5,758 2020 Total Housing Units 5,695 28,942 51,426 2020 Owner Occupied Housing Units 1,859 12,778 25,067 2020 Reuter Occupied Housing Units 2,797 12,136 19,982 2020 Vacant Housing Units 1,D05 4,039 6,362 2023 Total Housing Units 5,740 29,074 52,077 2023 Owner Occupied Housing Units 2,009 13,289 26,415 2023 Renter Occupied Housing Units 2,626 11,509 18,746 2023 Vacant Housing Units 1,103 4,276 6,916 2028 Total Housing Units 5,766 29,270 52,525 2028 Owner Occupied Housing Units 2,046 13,423 26,713 2028 Renter Occupied Housing Units 2,603 11,405 18,656 2028 Vacant Housing Units 1,117 4,442 7,156 1 mile 3 miles 5 miles Population 2010 Population 15,913 78,073 134,958 2020 Population 13,782 68,641 123,036 2023 Population 13,573 67,628 122,310 2028 Population 13,486 66,949 121,485 2010-2020 Annual Rate -1.431/a -1.281/. -0.92% 2020-2023 Annual Rate -0.47% -0.46% -0.18% 2023-2028 Annual Rate -0.13% -0.20% -0.14% 2020 Male Population 51.9% 50.1T. 49.8% 2020 Female Population 48.1% 49.9% 50.2% 2020 Median Age 38.8 39.2 38.6 2023 Male Population 50.8% 49.7% 49.3% 2023 Female Population 49.211h 50.3% 5D.7% 2023 Median Age 37.3 37.9 37.6 In the identified area,the current year population is 122,310.In 2020,the Census count in the area was 123,036. The rate of change since 2020 was-0.18%annually.The five-year projection for the population in the area is 121,485 representing a change of-0.14%annually from 2023 to 2028.Currently,the population is 49.3%male and 50.7%female. Median Age The median age in this area is 37.6,compared to U.S.median age of 39.1. LPA 2024.04.139 PAGE 17 DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND i esn" Demographic and Inc. _ Profile Prepared by Esri Ring: 3 mile radius Latitude: 27.78513 Longitude: -97.41330 Summary Census 2010 Census 2020 2023 2028 Population 78,073 68,641 67,628 66,949 Households 27,677 24,914 24,798 24,828 Families 18,147 16,020 15,642 15,594 Average Household Size 2.72 2.65 2.62 2.59 Owner Occupied Housing Units 14,574 12,778 13,269 13,423 Renter Occupied Housing Units 13,103 12,136 11,509 11,405 Median Age 35.9 39.2 37.9 39.6 Trends: 2023-2028 Annual Rate Area State National Population -0.20% 0.970/. 0.300/. Households 0.02% 1.151% 0.499% Families -0.06% 1.161% 0.44% Owner HHs 0.20% 1.38% 0.66% Median Household Income 2.03% 2.56% 2.57% 2023 2028 Households by Income Number Percent Number Percent <$15,000 4,308 17.4% 4,068 16.40/. $15,000-$24,999 3,362 13.61/o 2,923 11.8%a $25,000 $34,999 3,549 14.31/. 3,295 13.3% $35,000 $49,999 3,592 14.51/. 3,487 14.0% $50,000 $74,999 3,865 15.6% 4,026 16.2% $75,000-$99,999 2,582 10.41/6 2,870 11.6% $100,000-$149,999 2,106 8.5% 2,450 9.9% $150,000-$199,999 647 2.61/. 827 3.3% $200,000+ 786 3.21/o 880 3.5% Median Household Income $38,894 $42,995 Average Household Income $61,618 $68,934 Per Capita Income $23,069 $26,211 Census 2010 Census 2020 2023 2028 Population by Age Number Percent Number Percent Number Percent Number Percent 0-4 5,866 7.5% 4,106 6.0% 4,507 6.7% 4,435 6.61f. 5-9 5,713 7.3% 4,318 6.3% 4,495 6.61/. 4,243 6.31/n 10- 14 5,500 7.0% 4,574 6.7% 4,419 6.5% 4,258 6.41/n 15- 19 5,627 7.2% 4,704 6.9% 4,326 6.4% 4,105 6.11/o 20-24 5,309 6.8% 4,279 6.20/a 4,317 6.40/. 4,160 6.2% 25-34 10,217 13.1% 8,815 12.8% 9,264 13.7% 8,356 12.5% 35-44 9,147 11.7% 8,404 12.20% 8,116 12.0% 8,390 12.5% 45-54 11,115 14.2% 8,058 11.7% 7,313 10.8%a 7,301 10.91% 55-64 8,857 11.3% 9,530 13.91/a 8,168 12.1% 7,525 11.21/o 65-74 5,245 6.7% 6,929 10.10% 6,890 10.2% 7,333 11.00/0 75-84 3,789 4.9% 3,351 4.9% 3,953 5.8% 4,738 7.1% 85+ 1,686 2.2% 1,574 2.3% 1,857 2.7% 2,105 3.11/n LPA 2024.04.139 PAGE 18 DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND esri- Demographic and Inc. _ Profile Prepared by Esri Ring: 3 mile radius Latitude: 27.78513 Longitude: -97.41330 Trends 2023-2028 2.s z 2 L W � 1.5 a-' 1 �° 0.5 Area State 0- f USA Population Households Families Owner HHs Median HH Income Population by Age 12 10 c 8 v L a 6 4 2023 2 2028 0 0-4 5-9 10-14 15-19 20-24 25-34 35-44 45-54 55-64 65-74 75-84 85+ 2023 Household Income $1SK-$24K 13.6% $25K-$34K 14.3% [$15K 17.4% $200K+ $35K-549K 3.2% 14.5% $150K-$199K 2.6% $100K-$149K 8.5% $50K-$74K $75K-$99K 15.61% 10.4% LPA 2024.04.139 PAGE 19 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND ECONOMIC UPDATE LPA is committed to monitoring the current economic environment. The following section analyzes several current economic factors such as the lingering effects of COVID-19, inflation, gas prices, supply chain issues, unemployment, etc. and the effects on commercial real estate. COVID-19 As COVID-19 began in 2020, unemployment reached a high of 14.7%. GDP declined 34% in Q2 2020, The CARES Act, enacted shortly after the beginning of COVID, was a shot in the arm of the U.S. economy. Throughout 2020 and as we entered 2021, the economy began to ease slightly. In 2021 the U.S. began offering four vaccines: Johnson & Johnson, Pfizer, Moderna, and Novavax. Although riddled with supply chain problems and closing businesses, the unemployment rate continuously decreased to 3.5%where it stands as of August 2022. GDP has increased since Q2 2020. The U.S. government has enacted various monetary and fiscal policies to assist the economy, such as $377 billion in emergency grants and loans for small businesses and decreasing the federal fund rate. Although the economy is recovering from COVID-19, these are still unpredictable times. Outlined below is a timeline of important events in the history of the pandemic. Jan 2020 The first instance of the coronavirus is seen in the U.S. Mar 2020 The World Health Organization declares COVID-19 a worldwide pandemic. Mar 2020 President Trump signs a $2 Trillion economic stimulus bill. Feb 2021 Pfizer, Moderna, and Johnson &Johnson vaccine all approved for emergency use. Mar 2021 Congress passes the American Rescue Plan, the largest stimulus bill to date. Mar 2022 The Federal Reserve raised interest rates for the first time since 2018 in order to combat rapid inflation. Jun 2022 U.S removes Covid testing requirement for travel into the United States. May 2023 COVID-19 Public Health Emergency officially ended May 1 1'" in the U.S. Nov 2023 The newest variant, HV.I, arrives in the U.S. as it's currently responsible for 25%of new cases. Apr 2024 FDA approves emergency use for CorDx's at home test that tells whether you have the flu or COVID-19 PA 2024.04.139 PAGE 20 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND UNEMPLOYMENT The COVID-19 pandemic accelerated already emerging trends in slow labor force growth and higher demand for skilled labor. The number of jobless claims skyrocketed in March 2020, when the pandemic officially began, with official unemployment numbers reaching 23.1 million or 14.7%. Unemployment has steadily declined over the following months, with the unemployment rate as of July 2023 recorded at 3.5%, which is back to pre-pandemic levels. In 2022, US employers added a total of 4.5 million new jobs,which is the second strongest year in the past 40 years after 2021. The majority of the new jobs were led by the leisure and hospitality industry as well as professional and business services. Despite the low unemployment rate and job creations, industries are still having problems being understaffed as people used COVID-19 to change jobs and careers, leaving holes in the industries they've left behind.Career changes and the need to work remotely have led to a worker shortage, especially in the food service and hospitality industries. The chart below shows the monthly unemployment rate since April 2021. UNEMPLOYMENT RATE 16.00% 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% N N N N N N N N N N N N N N N N N N N c U � c 0) - U � c 0) - U LL - Q o m U- Q o m U- Q o m U- Q Q O o Q O o Q O o Federal Reserve Bank of St. Louis PA 2024.04.139 PAGE 21 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND INFLATION Inflation has hit the United States hard since the beginning of 2021. Inflation is the rate of increase in prices over a given period of time. The most common form of measurement is the Consumer Price Index (CPI). This measures the percentage change in price over a "basket" of goods and services in households. According to the U.S Bureau of Labor Statistics, the annual inflation rate in the U.S. has slowed more than expected to 3.2% in July 2023 from an over 40-year high of 9.1% in June 2022. The below chart using data from the U.S. Bureau of Statistics shows the inflation rate over the last 40 years and the increase of inflation in the U.S. since April 2020, and the start of the COVID-19 pandemic. INFLATION SINCE 1982 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% -2.00% -4.00% N V 10 Co O N V 10 Co O N V 10 Co O N V O C0 O N V Co Co Co Co 01 01 C` O O O O O N N N Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q U.S. Bureau of Statis PA 2024.04.139 PAGE 22 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND GAS PRICES Since the beginning of 2022, the national average has remained above the 3 years prior and indicates a downward trend. Prices dropped 32 cents in July, and 79 cents in August. After a historic 98-day streak of falling gas prices, the average rose a penny near the end of September. The longest streak was 1 15 days in 2014-2015. There are several complicated, important factors involved in the increase and decrease in gas prices over the last several months.The following chart shows the national average gas price per gallon of the prior 4 years. GAS PRICES SINCE 2019 $6.00 $5.00 $3.60 $4.00 $3.00 $2.00 $1.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2019 2020 2021 2022 }2023 2024 U.S. Energy Information Administration The sharp increase can be contributed to the Russia/Ukraine war as Russia is the 2nd largest exporter of oil in the world. Since beginning in February 2022, the Russia/Ukraine conflict has caused Russia to become heavily sanctioned, playing an important factor in the increase of gas prices. Although the U.S. is the world's leading gasoline producer, production has decreased since late 2019. Additionally, refineries closing at the beginning of COVID-19 have led to a decrease in operating oil refineries leading to higher demand than supply. Refineries increase their rates when demand is higher than supply due to the need of the product and the increased willingness of people to pay for that product. Some reasons for the sharp decrease in gas prices involve panic over inflation driving down prices, people driving less due to the high gas prices, and the Biden administration's release of emergency oil from the national stockpile. PA 2024.04.139 PAGE 23 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND INTEREST RATES Prime Rate is individually determined by banks and often used as a reference rate (also known as the base rate) for several types of loans. Examples of the types of loans using this rate include credit card loans and small business loans. The prime rate is used by banks to lend to consumers and are fixed and typically do not change over extended periods of time. Secured Overnight Financing Rate is a benchmark interest rate that institutions utilize for business and consumer loans. The Secured Overnight Financing Rate (SOFR) is the dominant benchmark rate after the US LIBOR panels ended on June 30, 2023. Unlike its predecessor, SOFR incorporates actual lending transaction data amongst institutions making it a more reliable source. Federal Funds Rate is set by the Federal Open Market Committee (FOMC). This rate is the target at which excess reserves are lent and borrowed amongst commercial banks overnight. This rate influences short-term rates on credit cards and consumer loans as well as piquing investors' interest by impacting the stock market. INTEREST RATES 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% O O O N N N N N N N N N N N N N N N N N N N N N Q U Q U Q U Q U Q O O Q ° Q ° Q O ° Q O ° Q -SOFR -Fed Fund -PRIME FedPrimeRate To combat higher than average inflation, rates began increasing in early 2022. Interest rates and capitalization rates generally move in tandem. Increased cost of capital commonly results in upward pressure on capitalization rates which can, but does not always, cause softening in the market. LPA is committed to monitoring and analyzing the impact of increasing interest rates. PA 2024.04.139 PAGE 24 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND BANKING Silicon Valley Bank became the 2nd largest bank collapse in U.S. history at the time (until First Republic Bank's collapse a month later) on March 1 Ot", 2023. After the largest bank run in U.S. history, SVB was seized by the Federal Deposit Insurance Corporation (FDIC), and then sold to First Citizens Bancshares. Signature Bank became the 3rd largest bank collapse in U.S. history at the time, following SVB's collapse days prior. Unable to bounce back from the combination of the crypto exchange FTX's collapse and SVB's collapse, Signature experiences a bank run and ultimately collapses. First Republic Bank is currently the 2nd largest bank failure in U.S. history, despite the banking industry's best efforts to save it. The almost $100 Billion dollars pumped into First Republic wasn't enough to prevent them from selling assets, ultimately being seized and sold. Mar 8 2023 Silicon Valley Bank creates panic after announcing it sold$21 billion in securities at a loss Mar 9 2023 Silicon Valley Bank clients withdraw$42 billion, creating the largest bank run in U.S. history Mar 10 2023 As Silicon Valley Bank officially collapses, Signature Bank experiences a multi-billion dollar bank run Mar 11 2023 The 1 1 largest U.S. banks give First Republic Bank$30 billion while JPMorgan Chase gives$70 billion Mar 12 2023 Signature Bank is seized by the FDIC and assets sent to Signature Bridge Bank during the bidding process Mar 19 2023 Signature Bridge Bank is bought by New York Community Bank and put under the Flagstar Bank subsidiary Apr 28 2023 FDIC seizes control of First Republic Bank after it begins selling assets at a loss, causing stock to drop May 1 2023 First Republic bank is officially closed and sold to JPMorgan Chase Aug 2 2023 Heartland Tri-State Bank officially becomes Dream State Bank after closing Friday, July 28t" Jan 31 2024 New York Community Bancorp (NYCB) is now experiencing trouble as stocks fell 46%and lost$252 million Apr 12 2024 Less than half of U.S. banks have pledged collateral to the Federal Reserve's emergency lending facility. PA 2024.04.139 PAGE 25 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND SUPPLY CHAIN As businesses re-opened due to the slowing of COVID-19, e-commerce accelerated the demand for products, which quickly outpaced the capacity of manufacturing plants. Businesses have begun to focus on near-sourcing materials closer to their manufacturing plants and ultimately closer to the end users. The need to decrease the demand and delays at ports and other entry points was a major reason for companies to focus more on manufacturing from home and less on importing goods and materials. The supply chain issues began in 2020 after computer processor chip manufacturers began slowing and shutting down operations due to the COVID pandemic, resulting in manufacturers not being able to keep up with the increased demand of computer electronics due to a large number of companies moving towards work from home policies. CONCLUSION The current economic environment is ever changing. As mentioned previously, LPA is working diligently to capture and analyze current market data to reliably quantify impacts on real property values, national and regional. As the situation evolves, LPA is committed to monitoring current events and how they impact the commercial real estate market. PA 2024.04.139 PAGE 26 SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND SITE DESCRIPTION PHYSICAL Location The subject property is located along the east side of 19th Street, just north of Mary Street. The address associated with the subject property is 536 19th Street, Corpus Christi, Nueces County, Texas. Legal Description Lot 2, Jasmin Addition, City of Corpus Christi, Nueces County, Texas Size / Configuration / Flood Zone Per the Nueces County Appraisal District, the subject site is a 0.0733-acre (3,192 SF) tract of vacant land. The site is generally rectangular in shape with generally level topography. The property is not located in a designated flood plain. Frontage / Accessibility The subject's site displays adequate frontage to support improvements. The subject site is considered to possess ample access to the subject's traffic carrier which is a secondary traffic carrier for the area and is in average overall condition. Utilities Public water and sewer service are provided by the subject's municipality. According to city officials, these utilities are sufficient for the development in the area. In addition, the city provides fire and police protection along with garbage pick-up. Electrical and natural gas are provided by the region's typical providers. At the present time, all utilities appear to be sufficient for area development patterns. PA 2024.04.139 PAGE 27 SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND LEGAL Zoning / Restrictions The subject site is zoned as "RS-6" -Single-Family 6 District by the City of Corpus Christi. The Single-Family 15, 10 and 6 zoning districts provide for orderly suburban residential development and redevelopment. A limited number of public and civic uses are allowed, subject to the restrictions necessary to preserve and protect the single-family character of the neighborhood. It is noted that the subject does not meet the minimum lot area, minimum lot width, minimum yards, and street frontage required by the development standards; however, per conversation with Mark Orozzo with the Corpus Christi Planning and Zoning Department, the subiect lot is a non-conforming lot, but could be sold and developed as the lot was platted before the establishment of the current zoning standards. Table 4.3.3 Residential Development(single-family districts)DISTRICTS FR RE RS-22 R5-15 RS-10 RS-6 RS-4.5 Min Lot Area 5 ac. 1 ac. 22,000 15,000 10,000 6,000 4,500 ...................................... Min.Lot Width(Ft.) 150 100 75 50 50 50 45 Min.Yards(ft.) 25 25 20 Street 50 25 25 25 Street(corner) 25 25 See 4.2.10 Side(single) 25 15' 10 5 5 5 5 Side(total) 50 30, 20 10 10 10 10 Rear 25 15 10 5 5 5 5 Min.Open Space 30% 30% 30% 30% 30% Max.Height(ft.) 45 35 35 35 35 35 35 Easements / Encroachments The subject site is encumbered by typical utility easements. Due to the general location of these easements, they are not considered detrimental toward development and/or the site's overall marketability. No other detrimental easements and/or encroachments were noted upon physical inspection of the subject tract. It should be noted, however, that if a current survey map, or a registered surveyor determines that adverse easements exist, these factors might impact the market value and/or the marketability of the subject property. Therefore, it is assumed that no easements and/or encroachments exist, which would adversely affect the marketability or desirability of the site. CONCLUSION Given the physical characteristics, the subject site is capable of being developed with a residential use. PA 2024.04.139 PAGE 28 .�. . L _ - _- 1liole%ta Ctirwr •. Y ,y r I � _ Larrr�.c St a.. Hprn .. :,. , F A4nes SP' Agrics St kit Aqs ef.St II dd ] .. 1 relmY+Leiile';'.t II r A � M,rg,,ellte St - ,- i PA argue?it a Marguerrte.s't 71 MarySt d - Mrry Stoposq �. 17. R Pr- eIgh School ,Ir h omb St, . Moms St I Ivlaldonad'•o - Heatinq F Air Cc'cman Ave C Ieman --m Cs Inman Ave Coleman A'+e MIA& - N - + Ruth Si - _ W t •. l w # n 8 0 � k* r h . $ - SFO lid � ueces County �`" . f- mrnunity Action.. 4lakin w - Bj Idwin'Couris H Bald r�`iiir'TE0 r9s -A-L ` �'�� " The Sall Ian P.— Tne Salvation Arm ..._ P . pp u oty,�enfer _n w�ies� ftdl"" N.# . r *1 • ;n Wi gglnHomes- L ., • 248908 248927 1 228358 228354 248907 248928 248906 i 248929 248905 { 248930 A 248904 ' R 248931 248903 248932 i 248902 248933 �•' f' 248901 r` At pop i I SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND t�� I MARGUERITE ST -CN-1 ZONING I51a 2018 1_219 2215 2213 2209 2205 —2203 — ` - 512 — 514 rf� - � 51G — — — 429 rr 518 — 503. 52a 502 05 . .' 2025 20 14 2212 2210 2208L220'6521 522 S07 508 11 R � .526 l 511 H '528. 513 �— S BJECT -15� 2034 2a2s I �21 MARY ST � J 519 �} y 538 ! AAARY Z MARY 2031 —2029 2025 2 CI 2105 t 2032 202E I 2121 ST I 1 RM-3 CI Zoning:RS-6 2217 2211 _ ORDINANCE 032603 ORDINANCE1 11/15/2021 6:QD PM OVERLAY SPi21-07 `^ TAG RS-6 CASE—NUM 0921-02 LPA 2024.04.139 PAGE 31 n Howard 5tLJ s A?� y ■ Fit .. SA taiedo S, f7Te !a'a. :F CiJ ^ wrt r`: w,►Y A+�®r-s , ��% ak CC ' r "i, , ■ Mary .t st 'Y thaw`-t Mary .'2L tit-,�. (. f 1 orr i,, lf _ l.lf I r "•^-,_ l hM1cf '"54 v * :: rn:a j t,s' � Frr,,ir a•,N .. l+aril man`A+e !n 1 ' r J1h St' ;f KinsoMng Ct-�- 7�c° •_ �'°�v, �' a en _.•_ f Hanccrc4 Ave m A ,a. .' j ! Wiggins-Homes!O 4 r 43ufor`d!st � ter' ... - ,�,utsud tit a; ,R CHRISTi4S 5P-0 n ' ' ' ' • r Hpspital Corpus CFirisl sts... Hospital Slvd MwrganFAve- Morgan ✓�4 r�, s'i} '; 'J�' ! .-.'S 7sMW ! r r PROPERTY HISTORY CORPUS CHRISTI•TEXAS VACANT LAND PROPERTY HISTORY Ownership of the subject property is currently vested in the City of Corpus Christi, as evidenced by the county deed records.The subject was involved in a non-arm's length transaction on April 13,2023, in which the current owner was gifted the property from ERF Real Estate Inc. Given the non-arm's length nature of the transaction, the transaction is not analyzed herein. No other known real property transactions related to the subject property were reported in the three-year period prior to the date of this report. The subject is neither listed for sale, nor is it under contract of sale. The subject property is currently vacant land and is not leased. No other history was provided. The following is the county tax card for the subject: A Property Details A Property Values Property ID: 248902 Geographic ID:3775-0000-0020 Improvement Homesite Value: $0(+) Type: Real Zoning:IRS Improvement Non-Homesite Value: $0(+) Property Use: Land Homesite Value: $0(+) Land Non-Homesite Value: $15,960(+) Situs Address: 536 19th ST CORPUS CHRISTI,TX 78405 Agricultural Market Valuation: $0(+) Map ID: U-38 Mapsco: Legal Description: JASMIN LT 2 Value Method: C Abstract/Subdivision: S3775-JASMIN Market Value: $15,960(_) Neighborhood: EN251 Agricultural Value Los $0(-) Owner ID: 120357 Appraised Value: $15,960(=) Name: CITY OF CORPUS CHRISTI Homestead Cap Loss:O $0(-) Agent: Mailing Address: 1201 Leopard St Assessed Value: $15,960 Corpus Christi,TX 78401-2162 Ag Use Value: $0 %Ownership: 100.0% Exemptions: EX-XV-Other Exemptions(including public property,religious organizations,charitable organizations,and other property not reported elsewhere) For privacy reasons not all exemptions are shown online. PA 2024.04.139 PAGE 33 REAL ESTATE TAXES CORPUS CHRISTI•TEXAS VACANT LAND REAL ESTATE TAXES The subject property is located in Corpus Christi, Nueces County, Texas and is taxed based on values established by the county tax assessors.The tax rates are applied to the assessed value of the subject property, and the taxes for the subject property are then estimated.The taxes are estimated per$100 of assessed value. This property is subject to taxes for the City of Corpus Christi, Nueces County, and Corpus Christi Independent School District. The subject currently displays an assessment of $15,960 ($5.00/SF), which is considered reasonable for the property; however, the property displays an exemption of$10,101, resulting in a taxable value of$5,859,which is considered favorable for the subject given the following opinion of value, yet reasonable for use herein. Current taxes are calculated as follows: PROPERTY TAX CALCULATION Acct #:248902 Authority Assessed Value Rate /$100 Tax Liability City $5,859 $0.5997740 $35 County $5,859 $0.5624970 $33 School $5,859 $0.9690000 $57 $2.1312710 $125 LPA 2024.04.139 PAGE 34 HIGHEST&BEST USE CORPUS CHRISTI•TEXAS VACANT LAND HIGHEST & BEST USE The Appraisal Institute defines highest and best use as follows: "The reasonably probable and legal use of vacant land or an improved property, which is physically possible, appropriately supported, financially feasible, and that results in the highest value." The four criteria the highest and best use must meet are: PHYSICALLY POSSIBLE M LEGALLY PERMISSIBLE - What uses of the site in question are What uses are permitted by zoning and physically possible? deed restrictions? FINANCIALLY FEASIBLE'. MAXIMALLY PRODUCTIVE Among the financially feasible uses that Which possible and permissible uses will are physically possible and legally produce a net return to the owner of the permissible, which use will produce the site? highest net return or the highest present worth? There are two types of highest and best use studies. The first is the highest and best use of the land or site as though vacant. The second is the highest and best use of the property as improved. The highest and best use of land or a site as though vacant assumes that the parcel is vacant or can be made vacant by demolishing any improvements. The question to be answered in this analysis is: If the land is, or were vacant, what use should be made of it? The highest and best use of a property as improved pertains to the use that should be made of an improved property in light of its improvements. Should it be maintained as it is, or be renovated, expanded, demolished, or partly demolished? Should it be replaced with a different type or intensity of use, or should it be held as an interim use? The improvements should be retained as long as they have some value and the return from the property exceeds the return that would be realized by a new use, after deducting the costs of demolishing the old building and constructing a new one. PA 2024.04.139 PAGE 35 HIGHEST&BEST USE CORPUS CHRISTI•TEXAS VACANT LAND HIGHEST & BEST USE - AS VACANT Physically Possible The subject site is a 0.0733-acre (3,192 SF) tract of vacant land. The site is rectangular in shape. The address associated with the subject property is 536 19t" Street, Corpus Christi, Nueces County, Texas. Accessibility to the site is curb cuts along the traffic carrier. Overall,access is considered average.The property has all necessary utilities in place and is generally level in regards to topography. The site is primarily surrounded by residential uses and vacant land off of secondary streets and secondary commercial uses along primary thoroughfares.Access to the subject's neighborhood is considered good due to its location near area primary traffic carriers. The principle of conformity is an important consideration in determining the physically possible uses of a site. Conformity is the appraisal principle that holds that real property value is created and sustained when the characteristics of a property conform to the demands of its market. The styles and uses of the properties in an area may conform for several reasons, including economic pressures; the shared preferences of owners for certain types of structures, amenities, services; and the enforcement of uniform standards by zoning ordinances. Based on the subject's physical characteristics and the principle of conformity, the subject site would most likely be developed with a residential use. Legally Permissible The site is zoned "RS-6" - Single-Family 6 District by the City of Corpus Christi. According to city officials, this zoning has many residential or service uses.This zoning provides for a uniform set of standards for development, including parking and building setbacks. Other than zoning, no private deed restrictions were uncovered during a normal investigation, which would further limit the potential uses of the subject site. Nonetheless, a title policy is strongly suggested in order to guarantee the absence of adverse restrictions. No other legal restrictions or covenants were found to be imposed on the subject property at the time of the appraisal,which would further restrict its development. The research supports the physical indication that the site's most probable use, as if vacant, would be for some form of residential use. Financially Feasible & Maximally Productive The prior consideration of physically possible uses and legally permissible does not significantly narrow the use of the subject property. Based on market data presented in this report, it appears that residential development is likely feasible. After considering legal, physical and financial alternatives, it is our opinion that the highest and best use of the subject site, as if vacant, is for some sort of residential development. PA 2024.04.139 PAGE 36 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND LAND VALUATION The principles of real estate appraisal are basic to the sales comparison approach; however, one of the most important is the principle of substitution. "As applied to the sales comparison approach, the principle of substitution holds that the value of a property tends to be set by the price that would be paid to acquire a substitute property of similar utility and desirability." The sales comparison approach is a method of estimating market value whereby a subject property is compared with comparable properties that have sold recently. One premise of the sales comparison approach is that the market will determine a price for the property being appraised in the same manner that it determines the prices of comparable, competitive properties. Essentially, the sales comparison approach is a systematic procedure for carrying out comparative shopping. As applied to real estate, the comparison is applied to the unique characteristics of the economic good that cause real estate prices to vary. PA 2024.04.139 PAGE 37 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND III linwara 51 _l� .o K—Dd 6r xda 5t * Y Howard Sr ,..rAwelM1 51 COMP MAP k Mayhy Clr � .. Sou[hl ahtA br Eva. 'kem tn� A 5 wa.rem crr - 4ar St l.arr'i At, �Jry �"o _ yx<do SS tv A9de5 54 o Agues St �, �~ r tAar4uerhe 5 - m� SUBJECT NMarvse onarr5° a o" St Jos epn5 3 tau 5r H x Morns sr Catnnue Church 7 ~ a _ { z cale.aa++AwB a 7avala Flrnaentary COMP 7 _ _ ee` School Ar. 41 R T Q� 11 anc rxk A•r 'ap'e - 'S['datlo _6 a c nippy+a s+ 2 a mara s 4��ye auforr';+ a Navala 5+ - CW9 S+ 5-to El ens Sl m a Yn Fi spital'eled Th+ gam rr Elena Sl n ` N Calgn S+ � n Morgan Ave 5 Bif x " Segre e ayS y� t p10 ayt =COMP - wrsr pm C R HiFlo® v 2 4 BM er c; � 10 gp at9� ve J0 - o y D ' Qidaraw p`5 n 0 y a COMP 5 ss a Braniff sr A:+¢'e S[ �ry $ S+inaan St. y S � a �g'L wrlahrst a C urtl f c.St � t1F' a S ha Corpus Christ, cab rt State Li"in rj Deltt¢`r Falrchlld 5t HB sey3} Ci y y$dJF]$ ~hv 6r'sr l5 COMP S Rosa Sh a'N flememary a„ F: ,p 4ry sr � 4E, N Wr�e� ma.'Sr Hawk ear°,rp a ❑ bra Sr ��. � 5'0� 4�0 ,�� . 4 J H E B park S.ali:nas.Park �syr� sego B�v'ars, uw r� Del filar College -r Heritage Campus 41 i?. Marlin Mi3dle Srhool .� rsr r fyy mcq Ile Y Flome Rd PafR partm Park RPartmenls ; m a°y Catholic the King � ¢= Calholir Church� s L.M.5t .J Belt F.McDonald Pubic Library 81 `•` m4'A-51 >° y�M Social Security eqo, y te,. Adi-nm 5;ration dart LadpofPilnr S q�r +rave hnr s, , pal colic Church �V tic s,':nrn sr N Sr PA 2024.04.139 PAGE 38 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 1 bq � 1�7.i - I M Address 2842 Morris Street, Date of Sale Listing Corpus Christi, Texas Sales Price $29,000 Price Per Acre $202,118 PHYSICALPrice Per SF $4.64 Size (acres) 0.143 Size (SF) 6,250 Grantor: Ismael Jr& Crystal Marie Davila Zoning RS-6 Grantee: Listing Shape Generally Rectangular Recording Listing Topography Generally Level Confirmation Broker Utilities AIIAvailable The property is located along the north side of Morris Street,just to the west of Harmon Street. The property is not located within a designated flood zone. Source: Cori Diaz (361) 765-3312 LPA 2024.04.139 PAGE 39 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 2 1 ti 4 - � k r�1i C OJT, Gn Address 715 18th Street, Date of Sale April 11, 2024 Corpus Christi, Texas Sales Price $30,000 Price Per Acre $209,088 PHYSICALPrice Per SF $4.80 Size(acres) 0.143 Most Reverend William Michael Size(SF) 6,250 Grantor: Mulvey, as Bishop of the Catholic Diocese of Corpus Christi Zoning RM-3 Grantee: Thanksgiving Homes Shape Generally Rectangular Recording 2024012440 Topography Generally Level Confirmation Broker Utilities AIIAvailable The property is located along the west side of 18th Street,lust north of Coleman Avenue.The property is not located in a designated flood plain. Source: Rhonda Dowell (361) 549-1 148 PA 2024.04.139 PAGE 40 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 3 MME r' f l Address 2925 Rogers Street, Date of Sale February 22, 2024 Corpus Christi,Texas Sales Price $26,000 Price Per Acre $234,657 PHYSICAL DATA Price Per SF $5.39 Size(acres) 0.1 1 1 Size(SF) 4,826 Grantor: Shopklava, LLC Zoning RS-6 Grantee: Rogelio Hernandez&Monica Hernandez Rubio Shape Generally Rectangular Recording 2023033815 Topography Generally Level Confirmation Broker Utilities All Available The property is located at the southeast corner of Washington Street and Rogers Street.The property is not located in a designated flood plain. Source: Victor Saldana (361) 442-3470 PA 2024.04.139 PAGE 41 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 4 r g Address 1204 Sabinas Street, Date of Sale September 6, 2023 Corpus Christi, Texas Sales Price $1 1,000 Price Per Acre $202,263 PHYSICAL DATA Price Per SF $4.64 Size (acres) 0.054 Size (SF) 2,369 Grantor: Sri Reddy Zoning RS-6 Grantee: Jennifer Trevino Shape Generally Rectangular Recording 2023033815 Topography Generally Level Confirmation Broker Utilities AIIAvailable • The property is located along the east side of Sabinas Street,just south of Buford Street.The property is not located in a designated flood plain. Source: Jeremy Spear (361) 563-7047 PA 2024.04.139 PAGE 42 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 5 I lee 1 '10 , lump Address/ 1321 V erbena Street, Date of Sale January 24, 2023 Location Corpus Christi,Texas Sales Price $25,000 Price Per Acre $231,801 PHYSICAL DATA Price Per SF $5.32 Size(acres) 0.11 Size(SF) 4,698 Grantor: Consuelo Rivera Zoning RS-6 Grantee: Mayra Montemayor Shape Generally Rectangular Recording 2023002733 Topography Generally Level Confirmation Broker Utilities All Available • The property is located along the west side of Verbena Street,just south of Morgan Avenue.The property is not located in a designated flood plain. Source: Nora Hinojosa (361)558-5916 PA 2024.04.139 PAGE 43 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND LAND SALES SUMMARY The market data utilized for the basis of this analysis is considered the best available and indicative of current market trends for undeveloped land in the subject market area. Components that affect the sale price of vacant land are numerous, but the most prominent are property rights conveyed, terms, conditions of sale, market conditions, size, location, physical features, zoning and public utility availability. The following criteria and subsequent adjustment grid have been implemented in order to reconcile the quality and quantity of the data available and analyzed within this approach to value. Property Rights The adjustment for property rights conveyed recognizes that differences in legal interest or estate between the subject and the comparable properties may occur. In this analysis, all the sales occurred in fee simple title and therefore, no adjustments were made. Financing Terms The adjustment for cash equivalency takes into account the fact that the transaction price of the comparable property may not be equal to its cash equivalent price. All the sales utilized in this analysis were cash to seller transactions or transactions involving market financing, and no adjustment for cash equivalency was necessary. Conditions of Sale Adjustments for conditions of sale are intended to recognize motivations of the buyer and the seller that are unique to ordinary market conditions. All of the comparable market data utilized herein were arm's length transactions. With respect to this factor, Comparable 1 is an active listing and warranted a downward adjustment to account for negotiations from the asking price. Market Conditions Each of the previous sales have been given consideration for the lapse of time between the date of sale and the effective date of this appraisal. Sales that occur at times with inferior market conditions warrant upward adjustments to account for value gains, while sales that occur at times of superior market conditions warrant downward adjustments to account for value losses; sales that that occur at times with relatively similar market conditions warrant no adjustment as overall values have remained relatively stable.With respect to this factor, no adjustments were warranted. Location Differences in value occur due to varying degrees of accessibility, exposure and surrounding development to a site. Access is often determined by corner locations, natural barriers, ease of entrance on and off of major thoroughfares, etc. Surrounding development also plays an important part of locational influences for a property. With respect to this factor, no adjustments were warranted. LPA 2024.04.139 PAGE 44 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND Size Size is a factor that must be considered when comparing vacant land sales. Typically, but not always, larger tracts sell for a lower unit value. Therefore, when making comparisons on a per unit basis, such as price per unit, the larger tracts tend to be adjusted upward and the smaller tracts tend to be adjusted downward to accurately reflect the differences. With respect to this factor, materially larger tracts of land were adjusted upward accordingly, and materially smaller tracts of land were adjusted downward accordingly. Physical Features The overall site characteristics of each sale have been compared to the subject site. These include traits such as drainage, site preparation expense, topography, and configuration. Configuration, if irregular, may limit development. With respect to this factor, no adjustments were warranted. Utilities The availability of public utilities such as water, electric power and sanitary sewer service have an impact on property values since the non-availability of such utilities could restrict the overall development and/or potential use of an individual site.Therefore,when analyzing vacant land, it is important to determine whether or not public utilities are available. If they are not available, the appraiser must examine to what extreme a potential developer would have to go in gaining access to such services. With respect to this factor, no adjustments were warranted. Zoning Adjustments for zoning typically recognize the different densities and restrictions of different zoning classifications, as well as use potential, and directly relates these differences between the comparable sales and the subject property. The zoning classifications and/or use potential for the sales utilized are deemed similar to that of the subject. It should be noted that the subject does not meet the minimum lot area, minimum lot width, minimum yards, and street frontage required by the development standards; however, per conversation with Mark Orozzo with the Corpus Christi Planning and Zoning Department, the subiect lot is a non-conforming lot, but could be sold and developed as the lot was platted before the establishment of the current zoning standards. Comparable 1 and 2 conform with the zoning standards; however, no premium is observed on the market. With respect to this factor, no adjustments were warranted. PA 2024.04.139 PAGE 45 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND CONCLUSION In the final analysis of the subject property, similar weight was given to all of the sales. The following is the adjustment table with the concluded opinion of value via the Sales Approach. L SUBJECT 1 2 3 4 5 Date Current Listing Apr-24 Feb-24 Sep-23 Jan-23 Sale Price $29,000 $30,000 $26,000 $11,000 $25,000 SIZE-SF 3,192 6,250 6,250 4,826 2,369 4,698 Unit Price($/SF) $4.64 $4.80 $5.39 $4.64 $5.32 TRANSACTION ADJUSTMENTS Similar Similar Similar Similar Similar Property Rights Fee Simple 0% 0% 0% 0% 0% $4.64 $4.80 $5.39 $4.64 $5.32 Cash Cash Cash Cash Cash Financing Terms Cash 0% 0% 0% 0% 0% $4.64 $4.80 $5.39 $4.64 $5.32 Listing Normal Normal Normal Normal Conditions of Sale Arm'sLength -5% 0% 0% 0% 0% $4.41 $4.80 $5.39 $4.64 $5.32 Listing Apr-24 Feb-24 Sep-23 Jan-23 Market Conditions Current 0% 0% 0% 0% 0% $4.41 $4.80 $5.39 $4.64 $5.32 PROPERTY ADJUSTMENTS Similar Similar Similar Similar Similar Location Average 0% 0% 0% 0% 0% 6,250 6,250 4,826 2,369 4,698 Size SF 3,192 10% 10% 5% -5% 5% Physical Features Average Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Utilities Available Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Zoning IRS-6 Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Total Adjustment 10% 10% 5% -5% 5% Adjusted$/SF $4.85 $5.28 $5.66 $4.41 $5.59 Adjusted Mean$/SF IL $5.16 A value generally in-line with the mean is considered well supported. Concluded $5.15 Unit Value Land Size(SF) 3,192 Value Indication $16,439 Concluded Value 06,000 LPA 2024.04.139 PAGE 46 MARKETING/EXPOSURE TIME CORPUS CHRISTI•TEXAS VACANT LAND MARKETING / EXPOSURE TIME Consideration has been given to a reasonable estimated exposure and marketing period estimate for the subject property. Exposure Time as it relates to the subject is utilized in establishing market value. The Comment to Standards Rule 1-2 (c) of USPAP states that when estimating market value, the appraiser should be specific as to the estimate of exposure time linked to the value estimate. Reasonable exposure time is one of a series of conditions in most market value definitions. Exposure time is always presumed to precede the effective date of the appraisal. Exposure time may be defined as follows: the estimated length of time the property interest being appraised would have been offered on the market prior to the hypothetical consummation of a sale at market value on the effective date of the appraisal. Marketing Time is a function of various factors including, prevailing market conditions, the price of the product being marketed, the competitive position of the property in the market, and the amount and quality of marketing effort allocated to the property. It is strongly emphasized that the appraisers have no control of the aforementioned factors, nor can the appraisers anticipate or predict any of them. Therefore, it assumed that the property will receive an adequate marketing effort. Therefore, an estimated marketing period of 12 months or less and an exposure time of 12 months or less is considered reasonable. PA 2024.04.139 PAGE 47 ASSUMPTIONS&LIMITING CONDITIONS CORPUS CHRISTI•TEXAS VACANT LAND ASSUMPTIONS & LIMITING CONDITIONS "Report"signifies the appraisal or consulting report and its conclusions,to which these Assumptions and Limiting Conditions are annexed. "Property"signifies the subject of the Report. "LPA"means Lowery Property Advisors, LLC,or its subsidiary that issued the Report. "Appraiser(s)"means the employee(s) of LPA who prepared and signed the Report. The Report has been made subject to the following assumptions and limiting conditions: • Unless otherwise specifically noted in the body of the report,it is assumed that the title to the property or properties appraised is clear and marketable and that there are no recorded or unrecorded matters or exceptions to title that would adversely affect marketability or value.LPA is not aware of any title defects nor has it been advised of any representations relative to the condition of the title. LPA has not reviewed any documents dealing with liens, encumbrances, easements, deed restrictions, clouds and other conditions that may affect the quality of the title. Insurance against financial loss resulting in claims that may arise out of defects in the subject's title should be sought from a reputable title company which specializes in real property. • Unless otherwise stated in this report,the existence of hazardous material,which may or may not be present on the property was not observed by the appraisers. LPA has no knowledge of the existence of such materials on or in the property. LPA, however,is not qualified to detect such substances. The presence of substances such as asbestos, urea formaldehyde foam insulation, contaminated groundwater or other potentially hazardous materials may affect the value of the property.The value estimate is predicated on the assumption that there is no such material on or in the property that would constitute a loss in value. No responsibility is assumed for any such conditions, or for any expertise or engineering knowledge required to discover them. The client is urged to retain an expert in this field,if desired. LPA has inspected as thoroughly as possible by observation. However,it was impossible to personally inspect conditions beneath the soil.Therefore,no representation is made as to these matters unless specially considered in the appraisal. • The property is appraised free and clear of any or all liens or encumbrances unless otherwise stated. • Responsible ownership and competent property management are assumed. • The information furnished by others is believed to be reliable. However,LPA gives no warranty for its accuracy. • LPA assumes that all engineering is correct.The plot plans and illustrative material in this report are included only to assist the reader in visualizing the property. • If provided, the estimated insurable value is included at the request of the client and has not been performed by a qualified insurance agent or risk management underwriter.The cost estimate should not be solely relied upon for insurable value purposes. The appraisers are not familiar with the definition of insurable value from the actual insurance provider, the local government underwriting regulations,or the types of insurance coverage available.LPA has followed traditional appraisal standards to develop a reasonable calculation based upon industry practices and industry accepted publications such as the Marshall Valuation Service handbook.Actual construction costs can vary greatly from this estimate.These factors can impact cost estimates and are beyond the scope of the intended use of this appraisal. The appraisers are not cost experts in cost estimating for insurance purposes. • LPA assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures that render it more or less valuable.No responsibility is assumed for such conditions or for arranging for engineering studies that may be required to discover them. • It is assumed that there is full compliance with all applicable federal, state and local environmental regulations and laws unless noncompliance is stated,defined,and considered in the Appraisal Report. • All applicable zoning and use regulations and restrictions are assumed to have been complied with, unless a nonconformity has been stated,defined,and considered in the Appraisal Report. • Required licenses, certificates of occupancy, consents, or other legislative or administrative authority from any local, state, or national government or private entity or organization are assumed to have been or can be obtained or renewed for any use on which the value estimate contained in this report is based. LPA 2024.04.139 PAGE 48 ASSUMPTIONS&LIMITING CONDITIONS CORPUS CHRISTI•TEXAS VACANT LAND • The utilization of the land and improvements is assumed to be within the boundaries or property lines of the property described and that there is no encroachment or trespass unless noted in the report. • All information, comments and conclusions pertaining to subject and other properties described represent the opinion of the appraiser formed after a personal examination of each. • The appraiser has no interest,present or prospective,in the subject property. • Sketches in this report are included to assist the reader in visualizing the property. • LPA assumes that there are no hidden or unapparent conditions of the appraised property,which would render it more or less valuable. Furthermore, the appraisers assume that there are no potentially harmful asbestos or other materials and/or site contaminants in, on, or near soil,subsoil,or structure of the appraised property and that there has been no disposal, discharge, leakage, or spillage of pollutants or contaminant which would render it more or less valuable,whether or not these materials or contaminants are apparent or hidden and unapparent. • No responsibility is assumed by the appraisers for these conditions. In addition, no responsibility is assumed by LPA for the cost of engineering and/or laboratory studies which might be required to discover such materials or contaminants. And no such engineering or laboratory studies have been ordered for the appraised property. • Disclosure by the appraiser of the contents of this Appraisal Report is subject to review in accordance with the by-laws and regulations of The Appraisal Institute. • The distribution,if any,of the total valuation in this report between land and improvements applies only under the stated program of utilization.The separate allocations for land and buildings must not be used in conjunction with any other appraisal and are invalid if so used. • Possession of this report, or a copy thereof, does not carry with it the right of publication, unless prior arrangements have been made. • The appraiser,by reason of this appraisal,is not required to give further consultation,testimony,or be in attendance in court with reference to the property in question unless arrangements have been previously made. • Neither all nor any part of the contents of this report (especially any conclusions as to value,the identity of the appraiser,or the firm with which the appraiser is connected) shall be disseminated to the public through advertising,public relations, news,sales, or other media without prior written consent and approval of the appraiser. • This appraisal was made in accordance with the Code of Professional Ethics and Uniform Standards of Professional Appraisal Practice as promulgated by the Appraisal Foundation and the Appraisal Institute. • Acceptance of and/or use of this report constitutes acceptance of all assumptions and limiting conditions stipulated. • The Americans with Disabilities Act("ADA") became effective January 26, 1992. LPA has not made a specific compliance survey and analysis of this property to determine whether or not it is in conformity with the various detailed requirements of the ADA. It is possible that a compliance survey of the property,together with a detailed analysis of the requirements of the ADA,could reveal that the property is not in compliance with one or more of the requirements of the Act.If so,this fact could have a negative effect upon the value of the property. Since we have no direct evidence relating to this issue, we did not consider possible non-compliance with the requirements of ADA in estimating the value of the property. • Unless otherwise noted in the body of the report, it is assumed that there are no mineral deposits or subsurface rights of value involved in this appraisal,whether they are gas,liquid,or solid. Nor are the rights associated with extraction or exploration of such elements considered unless otherwise stated in this Appraisal Report. Unless otherwise stated,it is also assumed that there are no air or developments rights of value that may be transferred. • By use of this Appraisal Report,each party that uses this Appraisal Report agrees to be bound by all of the Assumptions and Limiting Conditions,Hypothetical Conditions and Extraordinary Assumptions stated herein. LPA 2024.04.139 PAGE 49 CERTIFICATION CORPUS CHRISTI•TEXAS VACANT LAND CERTIFICATION We certify to the best of our knowledge and belief: • The statements of fact contained in this report are true and correct. ■ The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and is our personal,impartial and unbiased professional analyses,opinions,and conclusions. • We have no present or prospective interest in the property that is the subject of this report and have no personal interest in or bias with respect to the parties involved with this assignment. ■ Our engagement in this assignment was not contingent upon developing or reporting predetermined results. • We have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. • Our compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client,the amount of the value opinion,the attainment of a stipulated result or the occurrence of a subsequent event directly related to the intended use of this appraisal. ■ Our analyses,opinions,and conclusions were developed,and this report has been prepared in conformity with the Uniform Standards of Professional Appraisal practice, as well as the State of Texas. • Jeffrey K Walters made a personal inspection of the property that is the subject of this report. Mario Caro, MAI, AI-GRS, SR/WA, Brian Bormann,and Benjamin Saunders did not make a personal inspection of the property that is the subject of this report. ■ No one provided significant real property appraisal assistance to the person(s) signing this certification. ■ This appraisal assignment was not based upon a requested minimum valuation, a specific valuation, or the approval of a loan. • As of the date of this report, Mario Caro, MAI, AI-GRS, SR/WA, has completed the continuing education program for Designated Members of the Appraisal Institute. Moreover, the reported analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the requirements of the Code of Professional Ethics & Standards of Professional Appraisal Practice of the Appraisal Institute,which include the Uniform Standards of Professional Appraisal Practice. • As of the date of this report, Jeffrey K Walters has completed the Standards and Ethics Education Requirements for Candidates of the Appraisal Institute ■ The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives. ■ We have not provided any services, as an appraiser, or in any other capacity, regarding the property that is the subject of this report within a three-year period immediately preceding acceptance of this assignment. MARIO CARO,MAI,AI-GRS, SR/WA BRIAN BORMANN Certificate No.TX1334889-G Certificate No.TX1381 102-G BENJAMIN SAUNDERS JEFFREY K. WALTERS Certificate No.TXI381348-G Certificate No.TX1380924-G LPA 2024.04.139 PAGE 50 ADDENDUM CORPUS CHRISTI•TEXAS VACANT LAND ADDENDUM LPA 2024.04.139 PAGE 51 MARIO CARO, MAI, AI-GRS, SR/WA SAN ANTONIO OFFICE EXPERIENCE Mario Caro has served as Senior Managing Director of LPA Son Antonio since 2016. LPA 100 NE Loop 410#1350 is a commercial appraisal and consulting firm completing a wide range of projects San Antonio,Texas 78216 throughout the southwest. Property types include, but are not limited to office, retail, industrial, multi-family, mixed-use, self-storage, hotel/motel, car washes, vacant land, daycare,subdivisions, and special use. direct 210.528.1491 mario@lowerypa.com Mario began his appraisal career in 2001 with a regional appraisal company in Houston and specialized in right-of-way and eminent domain appraisal on public and private projects nationwide. In 2005, he returned to his hometown in San Antonio and joined a boutique appraisal firm providing right-of-way and commercial valuation.After 10 years, he transitioned to a global real estate firm where he developed their Texas right-of-way /litigation support practice and appraised commercial properties for lending purposes. Mario has over 20 years of experience appraising for litigation and legal support matters in both federal and state courts.Numerous clients, including public agencies, attorneys, title companies,and lenders nationwide have relied on his expertise in an appraiser and review appraiser capacity. Maria has provided expert witness testimony and support on a variety of property types for public transportation,utility and recreational corridors,and drainage facilities. PROFESSIONAL ASSOCIATIONS • Appraisal Institute International Right-of-Way Association -Designated Member(MAI,AI-GRS) -Designated Member(SR/WA, R/W-AC) •3rd Director, Region VIII -President 2022-2023,South Texas President 2022,South Texas Chapter -Vice President 2021-2022,South Texas •First and Second Vice President 2021 -Treasurer 2020-2021,South Texas 8t 2020, South Texas Chapter -Secretary 2019-2020,South Texas -Treasurer 2019, South Texas -Activities Chair 2012-2013, South Texas -Secretary 2018,South Texas •National Nominating Committee Alternate 2023, Region Vill •Regional Rep 2020-2021,South Texas •Education Chair 2020,South Texas -Alternate Regional Rep 2014-2019, South Texas Chapter -Candidate Guidance Chair 2014-2019,South Texas Chapter '/ �Jv Certified General LICENSES EDUCATION TALCS Real Estate Appraiser Texas General Appraiser BS—Texas A&M University—Agribusiness 1334889-G Appraiser: MARIO ANTONIO CARP Coursework for MAI designation License a! Tx 1334989 G License Expires;OS/31/202S New Mexico General Appr. REA-2023-0077 Coursework for SR/WA designation Having provided satisfactory evidence W the pualifitations required by the Texas Appraiser Licensing and Certifitatian Act,Ocwpations Coursework for AI-GRS designation Code,Chapter11Q3,authorlaatlon isaranted to usethlstltk: Cerdfled General Real Estate Appralser =- Coursework for Rf W-AC designation For addition a l lrlorrnatlon or to file a complaint please contact TALCS at www.talcb.texas.gov, 5L • i lowerypaxom BRIAN BORMANN SAN ANTONIO APPRAISAL 1 DEAL ESTATE EXPERIENCE 100 NE Loop 410 February 2022 to Present; Director at,LPA-Son Antonio Suite 1350 San Antonia,Texas 78216 June 2021 to January 2022,Senior Associate at LPA-Son Antonio June 2019 to May 2021; Associate at LPA-Son Antonio cell 210.528.1555 ofc 210.390.0492 x 403 May 2018-May 2019:Summer Associate at LPA-San Antonio brian@lcwerypo.com Types of properties appraised include. office, retail, industrial, multi-family, mixed-use developments, self-storage, auto service, hotel, car wash, restaurants, vacant land, special use, and other types of commercial properties. EDUCATION BBA Finance-Texas A&M University MS Real Estate-Texas A&M University Successfully completed the following courses administered by McKissock Appraisal Education ■ Basic Appraisal Principles • Basic Appraisal Procedures ■ Texas Supervisor-Trainee Course • 15 hour National USPAP Course ■ General Report writing and Case Studies • General Sales Comparison Approach ■ General Appraiser Site Valuation and Cost Approach Successfully completed the following applicable courses at Texas A&M University: ■ Real Estate Decision Making • Real Estate Investment Analysis ■ Real Property Analysis • Real Property Valuation ■ Commercial Real Estate Law ■ Market Analysis for Real Estate Development ■ Real Estate Analytics ■ Land Economics • Land Development Practice ■ Design and Development Economy ■ Real Property Finance ■ Analysis of Real Estate Decisions ■ Real Estate Development Analysis LICENSE Certified General Texas General Appraiser T•ALCBh Real Estate Appraiser TX-1 381102-G ..�. Appraiser; Man Ray Bormann License g; TX L331102 G License Expires:06/30/2025 H..%pe wdsaPkfa[tory erwerste W Me qua dA v—regd d nT rM Tsai Appraripr Lte sa cMdw fim adr,ar pagn Loos,ehaprer 3463,ntAnruaero ngearHe4 muse anrs ntk. C'". rtrafR hkale Appraiu _ for add,tional,rit hnn wto file a eo"wt pkm ooataet Ta A—takb.We _R_ • A f BENJAMIN SAUNDERS SAN ANTONIO APPRAISAL 1 REAL ESTATE EXPERIENCE 100 NE Loop 410 August 2023 to Present;.Senior Associate at LPA-San Antonio Suite 1350 San Antonio,Texas 78216 July 2021 to July 2023;Associate at[PA-San Antonio Types of properties appraised include: office, retail, industrial, multi-family, mixed-use cell 210.293.7962 developments, self-storage, auto service, hotel, car wash, restaurants, vacant land, oft 210.390.0492 x 404 special use,and other types of commercial properties. bsaunders@lowerypcl.com EDUCATION BA-History-Texas Tech University Successfully completed the following courses administered by Champions Appraisal Education and McKissock Appraisal Education: • Basic Appraisal Principles ■ Basic Appraisal Procedures • 15-hour National USPAP Course ■ General Sales Comparison Approach ■ General Appraiser Site Valuation and Cost Approach ■ General Appraiser Income Approach ■ General Appraiser Market Analysis Highest and Best Use ■ General Report Writing and Case Studies ■ Statistics, Modeling, and Finance ■ Appraisal Subject Matter Electives • Texas Supervisor Trainee Course ■ Commercial Appraisal Review ■ Expert Witness for Commercial Appraisers Certified General TALCB Real Estate Appraiser LICENSE EKIb■Pp•AtiE4 tIGE 5i•G• Texas General Appraiser Appraiser: Benjamin Wade Saunders TX-1381348-G License#: T%1381348 G License Expires:08/31/2025 Having provided satisfactory evidence oft he qualifications required Ay th e Texas appraiser u tensing and Lertificatlo n nct,occupations code,chapter 1103,authorization Is granted to use this title: Certified General Real Estate Appraiser ch■Iru Buddrdtr For addn ion"I information or to file a complaint please contact mice tommisalaner at www.taicb,texas.gov. UQ L • . lowerypa.com JEFFREY K. WALTERS CORPUS CHRISTI OFFICE EXPERIENCE 800 North Shoreline Boulevard, March 2020 to Present; Director at Lowery Property Advisors, LLC Corpus Christi, Texas 78401 August 2016 to February 2020; Certified Appraiser at Allen, Williford&Seale Inc. direct 361.232.4700 Types of properties appraised include: office, retail.. industrial, agricultural, mixed-use developments, restaurants, hotels, marinas, day cares, subdivisions, apartments, car jeff@lowerypa.com washes, land, and other types of special use commercial properties, partial acquisitions and eminent domain/condemnation related appraisals. EDUCATION BBA-Finance. Economics Minor-Texas A&M University 2016 Successfully completed the following courses offered by The Appraisal Institute and McKissock: • Basic Appraisal Principles • Basic Appraisal Procedures Uniform.Standards of Professional Appraisal Practice • Real Estate Finance,Statistics, and Valuation Modeling • General Appraiser Income Capitalization Approach-I • General Appraiser Income Capitalization Approach-II • General Appraiser Sales Comparison Approach • General Appraiser Site Valuation and Cost Approach • General Appraiser Report Writing and Case Studies • General Appraiser Market Analysis and Highest and Best Use • Expert Witness Testimony • Commercial Appraisal Review • Appraisal of Assisted Living Facilities • Appraisal of Industrial and Flex Buildings Other applicable courses: • Real Estate Decision Making-Texas A&M • Real Estate Finance-Texas A&M • Real Estate Investment Analysis-Texas A&M PROFESSIONAL ASSOCIATIONS •Appraisal Institute-South Texas Chapter •IRWA-San Antonio Chapter/Corpus Christi Founding Member !/ * \\ Certified General T'ALCB Real Estate Appraiser LICENSES r.•�. •�-• Appraiser: Jefrrey Kyle Walters Texas General Appraiser License#: ne 13M24 G License Expires:09/30/2025 1380924-G Oklahoma General Appraiser by theeTero App'.rixteLle—ingwd of the Act,0-pats ed v PPraiser.Lleans:n and certircaliun Act,ouwP+tl— Code,Chapter 1103.authorization is granted to use this title: _ 13497CGA Certrthed General Real Estata Appraiser �....a•d hd. Fur addlorul inturnadun ur to nM a carnptarnt ptaasr canratl iAtCB raa..ea,va.. at www.talcb tcs as.gov. FP • a lowerypa.com 40 • ' • Habitat for Humanity' Corpus Christi Building houses in partnership with God's people in need. P.O.Box 3032,Corpus Christi,TX 78463-3032 361-289-1740 April 16, 2024 Dear Daniel McGinn and Keren Costanzo, Habitat for Humanity Corpus Christi, Inc. is excited to participate in the project known as the Lamar Site Property Development Plan. This proposed development fits the mission of Habitat for Humanity to provide affordable housing to those in need. HFHCC has built several homes in this area with HFHCC homeowners still residing in the homes. The planning of this development will create a community feel to the neighborhood with assets such as parks, a nearby bus stop, schools, health center, childcare, and other community amenities within walking distance. HFHCC looks forward to being a participant in this partnership. Respectfully, Cheryl Andrews Cheryl Andrews, Interim ED, and the BOD of HFHCC O N •r+ O � N +, w � � U w w v h-� t� N U i O ca 4 J Q U Q dJ •� i O i C1A _0O �_ dJ Ca dJ M .N > J dJ -0 M O 0 -o `~ = w D M dJ O i C: m 0- -0 N O_ 'N dJ � • Z3 E O p 0 ca N p p U � � U _0s i > — � 2 i M •� M 1 — ei W O •ca Q u � Li 0 co Q — _O i ca — dJ ca ro dJ 0 _ dJ +� _0 '-'-' a) a E g o 0- = M N %4 v � +-+ — dJ N i — 0- OD L i }' dJ [a •NO ate1 [a M — O M L U • • dJ D � p LL }, L � O > OC M U `~ O = •> O cn 4-J •C�0 N M .L O > tj 0 U N i N N N O i > > O N N N ND O N 3 4-0 Q Q Q cn O ~ 2 A A A A A M 7 ®� tz l i r � 4-.j - FA I � - :.N== M .� fo _ d Y h• ro N jd epCL V N m m e m A L m Q ? m v N + t b = y V ? G c E H 2 y N o � � m O ~ ~ 0 4t I • • .... z L = N o XY C N L `4 V a u ,,A i..7 'o c L Y uJ o ou d r o v n -� Am- OR L r. Q VS •L '�w • c. E �..,� O te. 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COC � �. co ai Ln +, ai 4, ai E E E cm E 2 E U 2 E U do = E ui ao = E Ln O N > O a E > O w E Ln 2 Lnai � 2 E E H 2 U 2 U M so N N t � U U M L n ♦"� r-I i 0 .O • ) CL ( ' W N U C6 U 0 N M r-I 14 O .CL t J c; r O U J N Ll') L � 01 W ONO 0 U 06O _ 3 N r� co O U N N N M O O O •u G U x +� 000 (3) U O 0 0 0 .- �+ m m E C Vf O �L. -0 -0 p i U U U *c *c ,C buo � � � z 4- 0 N IA 4-j O CL (3) i v i c c bA 4� C a 0 4--J ° cV _0 (1) LL vi U (3) N j M a_' —O ON 4-J r� � -0 > U U i i M N c6 O Q - O N ^ —0M •O a--+ _ p0 U O ^ 0 ca t/)- -0 +� a--+ - _ a--+ o ° o o 14� a--+ U N 0 i �i Q L a--+ Q J ateo 11) -0 (1) O Vf •— L.L V) N >O Q) M a--+ � ) •� _0 U M CL i Q _� DC � v CL� a--+ O c6 •� � ~ i 000 O — . i •� Q (3) -0 N •�_ p O ca cn N ca •— - � L E N O chi) — X — O •— i Ln ca ca Q w O N x ca N = O cc� Q c�i� N i MU c 2 aJ 01 O ca O� T rams O =3 se 0 0 PH o AGENDA MEMORANDUM NCORPO0.1¢ First Reading for the City Council Meeting of May 21, 2024 ss52 Second Reading for the City Council Meeting of June 11, 2024 DATE: April 30, 2024 TO: Peter Zanoni, City Manager FROM: Dan McGinn, Director of Planning and Community Development danielmcCa)-cctexas.com (361) 826-7011 Sale and Conveyance of Surplus Land in the Amount of 1 .1834 acres To Come Dream Come Build CAPTION: Ordinance authorizing the conveyance of 9 lots (0.6 acres total) of surplus land located at or near 2022, 2028, and 2034 Mary Street and 502 and 508 18th Street to Community Development Corporation Of Brownsville, dba cdcb I come dream come build, for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with cdcb I come dream come build for the purchase of 8 lots (0.59 acres-total) of surplus land located at or near 508, 510, 512, 514, 516, 518, and 520 19th Street for $10 per lot and development of affordable housing. SUMMARY: This ordinance sells and conveys approximately 1.1834 acres of City-owned land to Come Dream Come Build in two tranches for $10 per developable lot and for their use in the future development of single-family housing; consisting of: Tranche 1 • Luter Partition Block 7 lots 6, 8-12, NEYLAND COL MEX LTS 1 & 2 BK 5, and H E LUTER PART LT 2 BK 5; (9 lots, approximately 0.5981 acres). Tranche 2 • Jasmin Lots 9-16; (8 lots, approximately 0.5853 acres) Come Dream Come Build will assume property maintenance responsibilities for their assigned Tranches 1 and 2, including mowing and litter abatement upon execution of the agreement. Proiect Parameters • Undeveloped lots are not transferrable. • From sale/release of each tranche all certificates of occupancy for units in tranche must be issued within 24 months. • Affordability Period of 10 years o Max sales price and value limited to "Home and Housing Trust Fund Homeownership Sales Price Limits" for newly constructed units, established and published by HUD annually under Part 92.254(a)(2)(iii), Title 24 CFR (currently $253,000), or similar HUD program should HOME/HTF Purchase Price Limits cease to be published in the future; o Or max Fair Market Rent established and published by HUD annually in Part 888, Title 25 CFR (currently $1,763 for a 3-bedroom, and $2,066 for a 4-bedroom unit). • If property is sold or rented above affordability restrictions within the 10-year period, a cost recapture must be paid to the City in the amount of$5.15 per square foot of land within 90 days of the sale or rental. o If cost recapture not paid, the property reverts to the City. BACKGROUND AND FINDINGS: Project History • May 2023: The Ed Rachal Foundation gifted the former Lamar Elementary School site to the City along with 55 smaller parcels in the vicinity of the larger site. • Recognizing the unique opportunity to implement the recently adopted Westside Area Development Plan by attracting new development investments, addressing residents' request for a variety of housing options, stabilizing this established neighborhood, and delivering public safety improvements for area residents, City staff issued a request for letters of interest (RFI) to work with one or more experienced housing developers. • August 2023: RFI Outreach and Marketing o RFI published on City Website in early August 2023 o City News Release and Council Memo issued August 4, 2023 o Email notification sent to over 50 housing development contacts. o Staff presentation at the Development Services Task Force meeting on August 18, 2023 • The RFI period closed on September 11, 2023. Five proposals were submitted. • December 2023: City Council approved the sale and conveyance of a 3.47-acre parcel of City-owned land, including the former Lamar Elementary School Site to TG 110 Inc. for the development of affordable housing. • Winter 2023 through Spring 2024: Engagement with single-family housing developers that responded to the RFI. Next Steps • Planning Division and Development Services to present rezoning cases in support of infill housing development of lots included in the RFI. • Planning Division staff will provide technical assistance to developers as needed to facilitate the Development Services permitting process. ALTERNATIVES: Awarding purchase contracts to all single-family developers that submitted letters of interest in response to the Lamar Elementary RFI presents a strategic approach to expedite infill housing construction support synergistic investments benefiting all parties, including current neighborhood residents. The City can choose to allocate the property to RFI respondents in an alternate configuration and/or distribution. The City can choose to not sell the property, but it will remain vacant and will require ongoing city-funded site maintenance. FISCAL IMPACT: Though the vacant land was gifted to the City, there are ongoing maintenance costs such as mowing and litter abatement as well as more difficult to quantify service cost impacts on the surrounding neighborhood caused by the preponderance of vacant lots. The City ordered an appraisal of property. An appraisal of the 0.0733-acre lot at 536 191" street was conducted by Lowery Property Advisors, LLC on April 26, 2024, and the property has an appraised value of$5.15 per square foot. For comparison, the Nueces County Appraisal District 2023 land valuation of all the surplus land included in the RFI averages $4.45 per square foot. The fiscal impact is revenue payment to the City in an amount of$10.00 per developable lot, amounting to $170.00 in total, to be deposited into the General Fund as well as the assumption of property maintenance by Come Dream Come Build of their assigned Tranche 1 and 2 lots. The developed property will be placed back on the property tax rolls. Funding Detail: Fund: 1020 General Fund Organization/Activity: 11020 General Governmental Revenue Department: 888 Revenue Project # (CIP Only): Account: 343590 Sale of Scrap/City Property RECOMMENDATION: City staff recommends approval of the Ordinance for the sale and conveyance of City surplus property at or near 2022, 2028, and 2034 Mary Street; 502 and 508 18th Street; and 508, 510, 512, 514, 516, 518, and 520 19th Street; to Come Dream Come Build for the purpose of site redevelopment into single-family housing. LIST OF SUPPORTING DOCUMENTS: Ordinance Ordinance Exhibit A - Request for Interest Real Estate Contract Option Agreement Appraisal Letter of Support Presentation Ordinance authorizing the conveyance of 9 lots (0.6 acres total) of surplus land located at or near 2022, 2028, and 2034 Mary Street and 502 and 508 18th Street to Community Development Corporation Of Brownsville, dba cdcb I come dream come build, for $10 per lot and development of affordable housing; and authorizing an option to purchase contract and related sale and conveyance with cdcb I come dream come build for the purchase of 8 lots(0.59 acres-total) of surplus land located at or near 508, 510, 512, 514, 516, 518, and 520 19th Street for $10 per lot and development of affordable housing. WHEREAS, in accordance with Texas Local Government Code§272.001(g), the City may convey land to an entity for the development of low-income or moderate-income housing for less than fair market value to use the property in a manner that primarily promotes the municipality's public purpose without complying with the notice and bidding requirements of Texas Local Government Code § 272.001(a) or other law. WHEREAS, the City owns vacant lots 6, 8-12, Block 7 Luter Partition, Lots 1 & 2 Block 5, Neyland Col Mex, and Lot 2, Block 5, H E Luter Part, which combined is 0.6-acres, of surplus land located at or near 2022, 2028, and 2034 Mary Street and 502 and 508 18th Street, as shown in (Exhibit A) attached hereto and incorporated by reference; WHEREAS, the City owns vacant Lots 9-16 Jasmin Addition, which combined is 0.59- acres of surplus land located at or near at or near 508, 510, 512, 514, 516, 518, and 520 19th Street, as shown in (Exhibit A) attached hereto and incorporated by reference; WHEREAS, the conveyances are conditioned so that title in any lot described herein will revert to City if the grantee fails to construct a single-family dwelling on such lot for low-income or moderate-income housing and obtain a certificate of occupancy for such dwelling within two years from the date of the conveyance, unless construction of a single-family dwelling has started and a one-year extension is granted to obtain a certificate of occupancy; WHEREAS, the conveyances include Cost Recapture, Reverter, and Covenant Running with the Land where a lot reverts to the City of Corpus Christi if within 10 years (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1-Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254; or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115; and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental; WHEREAS, the fair market value of each lot is $5.15 per square foot; WHEREAS, the construction of low and moderate-income housing will revitalize the neighborhood surrounding the former Lamar Elementary School; and WHEREAS, where the terms and conditions of the transactions effectuate and maintain the public purpose of providing low-income or moderate-income housing per Texas Local Government Code §272.001(g) and/or §253.011. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI,TEXAS, THAT: 1 Section 1. The City Council specifically finds that the foregoing statements included in the preamble of this ordinance are true and correct and adopts such findings for all intents and purposes related to the authorization of this project. Section 2. The City Manager or designee is authorized to execute all documents necessary to sell and convey approximately 0.6 acres of surplus land, being Lots 6, 8, 9, 10, 11, and 12, Block 7 Luter Partition Subdivision, Lots 1 and 2, Block 5, Neyland Colonia Mexicana Subdivision, and Lot 2, Block 5, H E Luter Partition Subdivision, City of Corpus Christi, Nueces County Texas, located at or near 2022, 2028, and 2034 Mary Street and 502 and 508 18th Street to Community Development Corporation Of Brownsville, dba cdcb I come dream come build in exchange for $10 per lot and the development of the property for low-income or moderate-income housing. Section 3. The City Manager or designee is authorized to execute an options contract with Corporation Of Brownsville, dba cdcb I come dream come build for the option to purchase approximately 0.59 acres of surplus land being Lots 9, 10, 11, 12, 13, 14, 15, and 16, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 508, 510, 512, 514, 516, 518, and 520 19th Street, in exchange for$10 per lot and maintenance of the property, for a period of 24 months, with such option exercisable upon the construction of low-income or moderate-income housing on Lots 6, 8-12, Block 7 Luter Partition Subdivision, Lots 1 and 2, Block 5, Neyland Colonia Mexicana Subdivision, and Lot 2, Block 5, H E Luter Partition Subdivision. Section 4. The City Manager or designee is authorized to execute all documents necessary to sell and convey approximately 0.59 acres of surplus land, being Lots 9, 10, 11 ,12, 13, 14, 15, and 16, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 508, 510, 512, 514, 516, 518, and 520 19th Street, to Corporation Of Brownsville, dba cdcb come dream come build in exchange for $10 per lot and the development of the property for low-income or moderate-income housing. Introduced and voted on the day of , 2024. PASSED and APPROVED on the day of , 2024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary 2 EXHIBIT A /. Property Development: Former Lamar Elementary Site J & Nearby Neighborhood Parcels 2023 Request for Interest SECTION I. OVERVIEW The City of Corpus Christi (City) is issuing this Request for Interest (RFI) for the former Mirabeau B. Lamar Elementary School site and additional city-owned parcels in the surrounding neighborhood. ■ The city is seeking one or more experienced real estate development teams to develop housing on the former Lamar school site and additional neighborhood lots. ■ The city envisions infill housing development and is open to innovative concepts that aid the city with meeting local housing affordability needs while stabilizing an established neighborhood. Property Description Currently vacant, the site that was once home to Lamar Elementary School which was originally part of the 1908 Eckerd Subdivision while parcels to the east of 19t" Street are part of the 1929 Jasmin Subdivision. Narrow and deep single-family lots, typical of this time, are common throughout the neighborhood, though many lots have been combined over the decades to form larger parcels. Other neighborhood institutions include St. Joseph's Catholic Church, the Garcia Arts Center and Park, and educational facilities like the Marguerite Child Development Center and a charter high school. Lamar Elementary served many generations, starting in 1941. The school was closed in 2010 and later demolished in 2021 to make way for new development and neighborhood investment. Though no longer standing, the site still holds historical significance as the 1948 location of the meeting that formed the American GI Forum, the civil rights group founded by Dr. Hector P. Garcia. (Katheryn Cargo for the Caller Times, November 20, 2021) The city-owned parcels that are included in the RFI are detailed in Map 1 and Table 1 on the following pages. City of Corpus Christi 1 of 8 EXHIBIT A T1 Map 1: Lamar RFI Parcels' - - I City of Corpus Christi, TX � m w Mar9u erP[e St —• A7ff++ 11 �43. YrY =42A ` +■ =38MM ' 1�8� 534M4` 14 13 12 U9 O7 06 OS 04 63 02 47 0 * A �53 52 51 48� r1321 A9so 50 3 541 Mary St _ f �} of - r 'fir Imo., __ rfis st ' z as s 6 z7 e t Lk s Table 1: Lamar RFI Parcel Detail RFI Nueces County Legal Description Address Lot Zoning Parcel ID Tax ID � Acres District 1 224500010010 ECKERD BLK 1 LOT 1 2212 MORRIS ST 2.07 CI 2 224500020010 ECKERD LTS 1 AND 2 BK 2 521 19th ST 0.17 RS-6 3 224500020030 ECKERD LTS 3&4 BLK 2 2206 MARY 0.17 RS-6 4 224500020050 ECKERD LT 5 BK 2 2208 MARY 0.08 RS-6 5 224500020060 ECKERD LTS 6&7 BK 2 2210 MARY 0.17 RS-6 6 224500020080 ECKERD LT 8A BLK 2 2212 MARY 0.16 RS-6 7 224500020100 ECKERD LT 10 BLK 2 2214 MARY 0.08 RS-6 8 224500020110 ECKERD LT 11 BLK 2 2218 MARY 0.08 RS-6 9 224500020120 ECKERD LT 12 BK 2 2222 MARY 0.08 RS-6 10 224500020235 ECKERD LT 24A BLK 2 504 20th ST 0.08 RS-6 11 224500020230 ECKERD LT 23A BLK 2 2221 MARGUERITE ST 0.08 RS-6 12 930700090020 PATRICK WEBB LT 2 BLK 9 2304 MARY 0.09 RS-6 13 930700090060 WEBB PATRICK BLK 9 LOT 2312 MARY 0.26 RS-6 _ 6, 7&8 _ 14 930700090110 PATRICK WEBB LTS 11 & 12 2324 MARY ST @ 21ST 0.17 RM-3 BLK 9 City of Corpus Christi 2 of 8 EXHIBIT A 15 840900070390 STEELE LTS 39&40 BLK 7 2614 MARY 0.16 RS-6 16 930700100210 POATRICK WEBB LT 21 BLK 2320 MORRIS 0.06 RS-6 17 930700100250 WEBB PATRICK BLK 10 LOT 2312 MORRIS 0.06 RS-6 25 18 930700100260 26 BB PATRICK BLK 10 LOT 2310 MORRIS 0.06 RS-6 19 930700100270 WEBB PATRICK BLK 10 LOT 2308 MORRIS 0.06 RS-6 20 I 930700100280 I PAT WEBB LT 28 BK 10 2306 MORRIS ST 0.06 RS-6 21 930700100290 POAT WEBB LTS 29&30 BK 623 TWENTIETH ST 0.11 RS-6 22 852900060200 SUMMIT ADDN LTS 20&21 2311 MORRIS 0.14 RS-6 BLK 6 23 852900060190 SUMMIT ADDN LT 19 BLK 6 2309 MORRIS 0.07 RS-6 24 852900060180 SUMMIT ADDN LT 18 BLK 6 2307 MORRIS 0.07 RS-6 25 852900060120 SUMMIT ADDN LTS 12& 13 2219 MORRIS 0.13 RS-6 BLK 6 26 852900060100 SUMMIT ADDN LTS 10& 11 2217 MORRIS 0.13 RS-6 BLK 6 27 852900060080 SUMMIT ADDN LTS 8&9 2211 MORRIS AVE 0.13 RM-3 _ BLK 6 28 852900060010 SUMMIT ADDN POR OF LT 1, 2203 MORRIS AVE 0.15 RS-6 ALL LTS 2&3 BLK 6 29 852900060380 SUMMIT ADDN LTS 38 THRU 715 19th ST 0.31 RS-6 41 &FCL LT 42 BLK 6 30 377500000010 JASMIN LT 1 538 19th ST 0.11 RS-6 31 377500000020 JASMIN LT 2 536 19th ST 0.07 RS-6 32 377500000030 JASMIN LT 3 532 19th ST 0.07 RS-6 33 377500000040 JASMIN LTS 4 AND 5 530 19th ST 0.15 RS-6 34 377500000060 JASMIN LT 6 528 19th ST 0.07 RS-6 35 377500000070 JASMIN LT 7 526 19th ST 0.07 RS-6 36&37 377500000090 JASMIN LTS 9 AND 10 520 19th ST 0.15 RS-6 38 377500000110 JASMIN LT 11 518 19th ST 0.07 RS-6 39 377500000120 JASMIN LT 12 516 19th ST 0.07 RS-6 40 377500000130 JASMIN LT 13 514 19th ST 0.07 RS-6 41 377500000140 JASMIN LT 14 512 19th ST 0.07 RS-6 42 377500000150 JASMIN LT 15 510 19th ST 0.07 RS-6 43 377500000160 JASMIN LT 16 508 19th ST 0.07 CN-1 44 377500000270 JASMIN LT 27A 429 MARGUERITE ST 0.14 RM-3 45 377500000290 JASMIN LT 29 503 18th ST 0.07 RM-3 46 377500000300 JASMIN LT 30 505 18th ST 0.07 RM-3 47 377500000310 JASMIN LT 31 AND N 12.50 507 18th ST 0.10 RM-3 OF LT 32 48 377500000350 JASMIN LT 35 515 18th ST 0.07 RM-3 49 377500000360 JASMIN LT 36 517 18th ST 0.07 RM-3 50 377500000370 JASMIN LT 37& PT LT 38 519 18th ST 0.13 RS-6 51 462500070060 LUTER PART LT 6 BK 7 2022 MARY 0.05 RM-3 52&53 462500070100 LUTER PARTITION BLK 7 2028 MARY 0.16 RM-3 LOTS 8 THRU 10 City of Corpus Christi 3 of 8 EXHIBIT A 54 462500070110 BK TER PART LTS 11 AND 12 2034 MARY 0.11 RM-3 55 573600050010 NEYLAND COL MEX LTS 1 & 508 18th ST 0.12 RM-3 2BK5 56 462500050020 1 H E LUTER PART LT 2 BK 5 1 502 18th ST 0.16 RM-3 W Map 2: Neighborhood Zoning IL -04 City of Corpus Christi,TX 1-13 IL 42 ON e,lte sr 141 SD 40b� 6 Y17 08 �f:45� SE 296 36 946� 19 1 S > 09 D]D6 OS Dd 03 0] 35 04 INS . 33 �tqq� 53 5] SI 3132 49ANNE, S4r 1 50 Mary [ 30 1] 19 I1 16 IB 20 21 I ` L RMe 3 23 ]9 CI CI r . RM3 " CN-1 o zso so�6p- RM-3 Ps Cc Kr z T—,P k 'aV Idl-e 1i nClm= F Ic_Soft CONANP'z,�,' t c T -lDi, i,rn ET]Nn � >n nlPs.uSc�isu City of Corpus Christi 4 of 8 EXHIBIT A ME NMI Map 3: Neighborhood Amenities City of Corpus Christi, TX ille Mr .I Wilm Coun, si ••u ou:, ° Park �-or•e E a s �r. o £ Ge• 9- Ben �a Elements Gy o mo Mar�g•u�erite Child ;� �?Garcia Par Development Center Garcia A • &E•ucati© Qgnw, al 0 orpus • ri i oli•e letic Elementary Z 1iu H_a• 't•ark � J•e Garza Pa moRGAN Za .-la -ni r -r �arci Family Health C-rater 0 0.5 1Miles Nearby Neighborhood Assets ✓ Adjacent CCRTA Bus Stops on 19t" St. (Route 21 —Arboleda) ✓ Adjacent Premier High School (Charter School) ✓ Adjacent St. Joseph's Catholic Church ✓ Antonio E. Garcia Arts & Education Center (5-minute walk) ✓ Antonio E. Garcia Park (5-minute walk) ✓ Marguerite Child Development Center (5-minute walk) ✓ Dr. Hector P. Garcia Memorial Family Health Center (10-minute walk) ✓ Neighborhood-serving commercial establishments along Agnes Street, S. Port Avenue, and Morgan Avenue (5 to 10-minute walk) Within a 20-minute walk: ✓ Ben Garza Park and Gymnasium: 15-minute walk, 5-minute bicycle ride ✓ Zavala Head Start: 15-minute walk, 5-minute bicycle ride ✓ Zavala Elementary School: 20-minute walk, 5-minute bicycle ride ✓ Zavala Senior Center: 20-minute walk, 5-minute bicycle ride City of Corpus Christi 5 of 8 EXHIBIT A ✓ Joe Garza Community Park and Recreation Center: 20-minute walk, 5-minute bicycle ride Within a 30-minute walk: ✓ George Evans Elementary School: 25-minute walk, 10-minute bicycle ride ✓ Driscoll Middle School: 35-minute walk, 10-minute bicycle ride ✓ Roy Miller High School: 25-minute walk, 10-minute bicycle ride ✓ City Hall: 25-minute walk, 10-minute bicycle ride Utilities All utilities are available within the area, the Corpus Christi Water (CCW) department is currently evaluating the existing system to identify any needed upgrades. Land Use/Right-of-Way/Public Utility Improvements The city will work with selected project sponsor/s on needed rezoning and zoning regulation adjustments, right-of-way closures, public utility improvements, and/or land costs to accommodate proposed project/s that meet the city's housing affordability and infill needs. Any city accommodations must align with commensurate public benefits, focused primarily on meeting local housing affordability and neighborhood stabilization needs. Area Demographics The Former Lamar Elementary School site and neighborhood lots are located within Nueces County's Census Tract 10. Below are select demographic and housing characteristics within this Census Tract. 2020 Decennial Census (Redistricting File) • Population: 2,751 • Hispanic or Latino: 2,391 • Households/Occupied Housing Units: 992 • Vacant Housing Units: 242 • Group Quarters Population: 85 (nursing/skilled nursing facility residents) 2021 American Community Survey (5-year Estimates) • Median Age: 34 years • Educational Attainment of Population age 25 and older: o Less than high school graduate: 42.5% o High school graduate (includes equivalency): 30.5% o Some college or associate's degree: 24.8% o Bachelor's degree: 1.6% o Graduate or professional degree: 0.6% • Average Household Size: 2.8 persons per household • Median Household Income: $22,220 • Household Tenure: 45% owner-occupied, 55% renter-occupied City of Corpus Christi 6 of 8 EXHIBIT A • Housing Characteristics: 78% 1-unit structures, 20% 2-or-more unit structures, 2% mobile homes and all other types of units. Affordable and Low-Income Housing Subsidies and incentives may be available for developments that include affordable and low- income housing. Subsidies and incentives are offered based on a variety of factors, including project scope, funding sources, and local, State, and Federal restrictions. SECTION II. LETTER OF INTEREST SUBMISSION Proposers must submit a Letter of Interest addressed to the Planning and Community Development Department located on the second floor of City Hall at 1201 Leopard Street Corpus Christi, Texas, 78401. Within the Letter of Interest, the proposer should provide the following information. Description of Entity and Experience — A description of the entity submitting the Letter of Interest must include, if not an individual, the name of all partners, corporate name(s), and dba(s) if applicable, and the pertinent address and telephone number, names and addresses of all investors, shareholders, and officers of the corporation. The description submitted by the purchaser/developer shall also provide the following information: ■ A clear statement of the purchaser/developer's interest in purchasing and redeveloping the space with potential ideas for its reuse —with specific lots identified. ■ A clear statement of the purchaser/developer's experience in purchasing and redeveloping space. ■ Experience (if any) working with the public sector. ■ Experience (if any) with delivering infill and or affordable housing products. ■ The estimated timeline for development from the date of acquisition. Submission of Letter of Interest Letters of Interest are due at the City of Corpus Christi Department of Planning and Community Development, City Hall, Corpus Christi, Texas 78401 no later than 5 pm on September 11, 2023. Inquiries Any inquiries related to this RFI must be submitted in writing, no later than five (5) days before the RFI deadline, to: Daniel McGinn Director of Planning and Community Development City of Corpus Christi 1201 Leopard Street Corpus Christi, Texas 78401 Email: Danielmc@cctexas.com Phone: (361) 826-1614 City of Corpus Christi 7 of 8 EXHIBIT A SECTION III. REVIEW OF LETTERS OF INTEREST Letters of Interest will be evaluated on a combination of the following: project or proposal ideas; experience, particularly regarding infill housing and affordable housing, supportive housing, and neighborhood investment projects; professional qualifications and expertise on similar housing and infill projects; approach to the planning/permitting process; and the ability to bring projects to a timely and successful conclusion. All Letters of Interest will be reviewed by representatives from the City Manager's Office. As this is a Request for Interest only, this Request may lead to one of the following outcomes: ■ A request for additional information from one or more respondents; ■ The issuance of a Request for Proposals (RFP) to one or more responders chosen as part of this Request; ■ The issuance of an RFP opened to all potential development teams; ■ Direct negotiations for sale/lease and redevelopment of the property with a development team selected as a result of this Request; ■ Termination of this process without selection of a development team or issuance of an RFP. Terms of this Request: this Request is not a request for competitive proposals and in no way obligates the City to enter into a relationship with any entity that responds, or limits or restricts the City's right to enter into a relationship with an entity that does not respond. In its sole discretion, the City may pursue discussion with one or more entities responding to this Request or none at all. City of Corpus Christi 8 of 8 Real Estate Sales Contract THE STATE OF TEXAS § KNOW ALL BY THESE PRESENTS COUNTY OF NUECES § This Contract is entered into by the City of Corpus Christi, a Texas home-rule municipality, with an address of 1201 Leopard Street, Corpus Christi, Nueces County, Texas 78401 ("Seller") and Community Development Corporation of Brownsville, dba CDCB I come dream, come build, a Texas Non-Profit Corporation with an address of 901 E Levee Street, Brownsville, TX 78520-5164 ("Buyer"). 1. Property. Seller, for the consideration and under the terms set out herein, agrees to convey to Buyer the following lots: 1) Lot 6, Block 7, Luter Partition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2022 Mary Street, 2) Lot 8, Block 7, Luter Partition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2028 Mary Street, 3) Lot 9, Block 7, Luter Partition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2028 Mary Street, 4) Lot 10, Block 7, Luter Partition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2028 Mary Street, 5) Lot 11, Block 7, Luter Partition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2034 Mary Street, 6) Lot 12, Block 7, Luter Partition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 2034 Mary Street, 7) Lot 2, Block 5, H.E. Luter Partition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 502 18th Street, 8) Lot 1 , Block 5, Neylands Colonia Mexicana Addition, Corpus Christi, Nueces County, Texas, located at or near 508 18th Street. 9) Lot 2, Block 5, Neylands Colonia Mexicana Addition, Corpus Christi, Nueces County, Texas, located at or near 508 18th Street. 2. Purchase Price. The purchase price is $10.00 per lot and the development of each lot for low-income or moderate-income housing. The Buyer will construct low- income or moderate-income housing on each lot conveyed. For this agreement, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent forthe Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the properties per Texas Local Government Code 272.001(g). 3. Title Insurance. The Buyer, at Buyer's expense, may acquire a title insurance policy that guarantees good and indefeasible title to the Property, without exceptions to title other than the standard printed exceptions and exceptions permitted under this Contract, and that wholly insures and indemnifies Buyer against any title defects or adverse claims. 4. Property Taxes. The City of Corpus Christi, as the owner of this property, is exempt from local property taxes. Any taxes due after conveyance are the responsibility of the Buyer. 5. Special Warranty Deed. Seller will execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer must make the cash payment. 6. Reverter Clause. The Special Warranty Deed for all lots sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single- family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 7. Cost Recapture, Reverter, and Covenant Running with the Land Clause. The Special Warranty Deed for all lots sold shall include Cost Recapture, Reverter, and Covenant Running with the Land clause as follows: Cost Recapture, Reverter, and Covenant Running with the Land Page 2 of 8 The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254-1 or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115-1 and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 8. Non-Transferable. Prior to constructing a single-family dwelling for low-income or moderate-income housing outlined in this agreement, the Buyer shall not transfer the property described herein. Any attempt to do so shall be null and void, and the Page 3 of 8 party responsible shall be liable for any resulting damages incurred by the other party. 9. Property Maintenance. Upon conveyance, Buyer shall maintain the described properties by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. Buyer shall not allow weeds or brush twelve inches or higher to grow on the described property. Additionally, the Buyer will keep the described properties free of litter and solid waste. 10. Closing. There shall be no formal closing for this transaction. Within 30 days of this Agreement's execution, Buyer will provide cash payment. Within 30 days of receipt of cash payment, Seller shall execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer will be responsible for recording the Special Warranty deed in the Real Property records of Nueces County. 11. Survives Closing. This Contract survives the Conveyance of the Property and the delivery of the Special Warranty Deed and other necessary documents by Seller to Buyer, and all terms and conditions remain in effect between Seller and Buyer. 12. Property Condition. A. Buyer acknowledges and agrees that Buyer is purchasing the property "AS-IS" "WHERE-IS" and "WITH ALL FAULTS" without any warranties, representations or guarantees, either expressed or implied, of any kind, nature or type whatsoever from or on behalf of seller. Without limiting the generality of the foregoing, Buyer acknowledges and agrees that Seller hereby expressly disclaims any and all implied warranties concerning the condition of the property and any portions thereof, including but not limited to environmental conditions, presence or absence of hazardous materials and implied warranties of habitability, merchantability or fitness for a particular purpose. B. Buyer acknowledges and agrees that BUYER HAS NOT RELIED, AND WILL NOT RELY, upon any representations or warranties (oral or written) made by, or purportedly made on behalf of, Seller unless such representations and warranties are expressly set forth in this Contract. C. Except as otherwise specifically provided in this Contract, Buyer agrees that no representation by or on behalf of Seller have been made to Buyer as to the condition of the Property, any restrictions related to the condition of the Property, any restrictions related to the development of the Property, the applicability of or Page 4 of 8 compliance with any governmental requirements, including but not limited to environmental laws or the suitability of the Property for any purpose whatsoever. D. Buyer releases Seller from any claims it may have against the Seller now or in the future under the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C.A §§ 9601 et seq. as amended; the Resource Conservation and Recover Act, 42 U.S.C.A. §§ 6901 et seq. as amended; the Texas Solid Waste Disposal Act, Tex. Health & Safety Code §§ 361 .001 et seq. as amended; any other analogous state or federal statute; and common law arising from the environmental conditions of the Property or the presence of hazardous substances, solid wastes, or any other pollutants or contaminants on the Property. 13. Broker's Commission. Seller and Buyer have not commissioned a Broker to represent their interests, and neither are responsible for any brokerage or real estate commissions in connection with this Contract. Any costs associated with services to either party are the responsibility of the party that contracted the services. 14. Essential. Time is of the essence in closing this transaction. 15. Effective Date. The effective date of this Real Estate Sales Contract is the date on which the Contract is signed by the Seller. 16. Governing Law and Venue. This Agreement is subject to all federal, State, and local laws, rules, and regulations. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 17. Supersedes previous agreements. This Contract constitutes the only agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Contract. 18. Counterparts: Multiple original copies of this contract may be executed, and the execution of this contract may be through the execution by the parties of separate counterparts. All of the original copies of this contract together shall constitute one agreement, binding on all of the parties hereto notwithstanding that the parties hereto may or may not be signatories to the same counterpart. Each of the undersigned parties authorizes the assembly of one or more original copies of this contract, such that each such original copy of this contract shall consist of (i) the body of this contract and (ii) counterpart signature pages and acknowledgment pages which collectively include all of the signatures and acknowledgments of the parties hereto. Each such contract shall constitute one original of this contract. Page 5 of 8 19. Assignment: Buyer shall not assign this Contract. Seller shall not assign this Contract. In the event an assignment is attempted, in violation of this Section, then Buyer's rights under this Contract shall automatically and immediately terminate without notice. 20. Breach of Contract. Buyer's failure to develop the conveyed parcels for low- income or moderate-income housing as defined herein constitutes a breach of contract. Seller has all remedies in law for a breach of contract. 21 . Government Function. This Agreement is to perform a governmental function solely for the public benefit, and the City does not waive its immunity by entering into and performing its obligations under the Agreement. 22. Deed Amendment. Upon request from Buyer, Seller will file an amended Special Warranty Deed if Buyer has started construction of a single-family dwelling but will be unable to obtain a certificate of occupancy within 2 years of the conveyance. The amended Special Warranty Deed will provide an additional year to obtain a certificate of occupancy prior to reversion. Page 6 of 8 Seller City of Corpus Christi Jeff H. Edmonds, P.E., Director of Engineering Services THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Jeff H. Edmonds, P.E., Director of Engineering Services of the City of Corpus Christi, a Texas municipal corporation, on behalf of said corporation. Notary Public in and for the State of Texas APPROVED AS TO LEGAL FORM THIS DAY OF 202 Assistant City Attorney City Legal Department Page 7 of 8 Buyer Community Development Corporation of Brownsville, dba CDCB I come dream, come build. Lynette Benavidez, Board Chairperson THE STATE OF TEXAS § COUNTY OF § This instrument was acknowledged before me on 202_, by Lynette Benavides, Chair of the Community Development Corporation of Brownsville. Notary Public in and for the State of Texas Page 8 of 8 OPTION FOR SALE OF REAL PROPERTY Whereas, Community Development Corporation of Brownsville, dba CDCB come dream, come build is a Texas Nonprofit Corporation exempt from federal taxation under Section 501(c)(3), Internal Revenue Code of 1986, as amended; Whereas, Community Development Corporation of Brownsville, dba CDCB come dream, come build has proposed property development of vacant lots near the Former Lamar Elementary School and; Whereas the City of Corpus Christi seeks to have property developed for low- and moderate-income households as a primary activity to promote the community-based revitalization of the City; Now, therefore, for and in consideration of $80 and property maintenance, the City of Corpus Christi, hereinafter referred to as "City," hereby grants to Community Development Corporation of Brownsville, dba CDCB I come dream, come build, hereinafter referred to as "Optionee," an exclusive right and option to purchase the following described properties: 1) Lot 9, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 520 19th Street; 2) Lot 10, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near at 520 19th Street; 3) Lot 11, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 518 19th Street; 4) Lot 12, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 516 19th Street; 5) Lot 13, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 514 19th Street; 6) Lot 14, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 512 19th Street; 7) Lot 15, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 510 19th Street; 8) Lot 16, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas, located at or near 508 19th Street. 1 Section 1. Property Maintenance The Optionee shall maintain the described properties herein by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. The Optionee shall not allow weeds or brush twelve inches or higher to grow on the described properties. Additionally, the Optionee will keep the described properties free of litter and solid waste. If such property is not maintained, the City will send notice to the Optionee of this failure. The City may cancel this Option Contract if the Optionee does not cure the failure within 30 days of receiving the notice from the City. Section 2. Option Period The option to purchase the property, hereinafter referred to as the "Option," shall commence upon the final execution of this contract and will expire on June 30, 2026, without notice to the Optionee. This option may only be exercised by Optionee after the construction of single-family dwellings on Lots 6, 8, 9, 10, 11, and 12, Block 7 Luter Partition Subdivision, Lots 1 and 2, Block 5, Neyland Colonia Mexicana Subdivision, and Lot 2, Block 5, H E Luter Partition Subdivision, City of Corpus Christi, Nueces County Texas, located at or near 2022, 2028, and 2034 Mary Street and 502 and 508 18th Street. Upon request from the Optionee, the City may extend the option an additional year if the city has granted an extension to obtain a certificate of occupancy for a single-family dwelling. Section 3. Purchase Price The purchase price for the above-described properties is $10 per lot. The consideration paid herein shall be applied against the purchase price. Consideration also includes the use of the property for low-income and moderate-income housing, with low-income and moderate-income housing being defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 4. Forfeiture of Consideration If the Optionee fails to exercise this Option before its expiration or the City terminates for failure to maintain the property, the City will retain the consideration paid herein. Section 5. Reverter Clause The Special Warranty Deed of all lots to be sold shall include a reverter clause as follows: Reverter 2 A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 6. Cost Recapture, Reverter Clause, and Covenant Running with the Land The Special Warranty Deed of all lots to be sold shall include Cost Recapture, Reverter Clause, and Covenant Running with the Land as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by 3 the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254; or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115; and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). Section 7. Notice of Option's Exercise The Optionee's election to exercise this Option shall be by executing and delivering to the City the attached Real Estate Sales Contract on or before the expiration date hereof. Upon delivery of said executed sales contract, the City shall forthwith execute the same within thirty days. Section 8. Assignability of Option Optionee shall not assign the Option. In the event an assignment is attempted in violation of this Section, then Optionees' rights under this Option Contract shall automatically and immediately terminate without notice. Section 9. Notice Unless otherwise provided herein, any notice, tender, or delivery to be given hereunder by either party to the other may be effected by personal delivery in writing or by registered or certified mail, postage prepaid, return receipt requested, and shall be deemed received as of actual receipt or three business days from mailing, whichever is earlier. Mailed notices shall be addressed as set forth below, but each party may change his or her address by written notice in accordance with this Section. To the City: City of Corpus Christi Attn: Director of Planning and Community Development P.O. Box 9277 Corpus Christi, TX 78469-9277 To the Optionee: 4 Community Development Corporation of Brownsville, dba CDCB I come dream, come build Attn: 901 E Levee Street Brownsville, TX 78520-5164 Section 10. Binding Effect This Option shall be binding on the City and shall inure to the benefit of Optionee. Remainder of page intentionally left blank; signature page to follow. 5 Executed this day of at County, Texas. Optionee Lynette Benavidez, Board Chairperson Date Community Development Corporation of Brownsville, dba CDCB I come dream, come build 901 E Levee Street Brownsville, TX 78520-5164 City Peter Zanoni, City Manager Date City of Corpus Christi P.O. Box 9277 Corpus Christi, Texas 78469 APPROVED AS TO FORM: Deputy City Attorney Buck Brice 6 Real Estate Sales Contract THE STATE OF TEXAS § KNOW ALL BY THESE PRESENTS COUNTY OF NUECES § This Contract is entered into by the City of Corpus Christi, a Texas home-rule municipality, with an address of 1201 Leopard Street, Corpus Christi, Nueces County, Texas 78401 ("Seller") and Community Development Corporation of Brownsville, dba CDCB I come dream, come build, a Texas Non-Profit Corporation with an address of 901 E Levee Street, Brownsville, TX 78520-5164 ("Buyer"). 1. Property. Seller, for the consideration and under the terms set out herein, agrees to convey to Buyer the following lots: 1) Lot 9, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas located at or near 520 19th Street; 2) Lot 10, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas located at or near at 520 19th Street; 3) Lot 11, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas located at or near 518 19th Street; 4) Lot 12, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas located at or near 516 19th Street; 5) Lot 13, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas located at or near 514 19th Street; 6) Lot 14, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas located at or near 512 19th Street; 7) Lot 15, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas located at or near 510 19th Street; 8) Lot 16, Jasmin Addition Subdivision, Corpus Christi, Nueces County, Texas located at or near 508 19th Street. 2. Purchase Price. The purchase price is $10.00 per lot and the development of each lot for low-income or moderate-income housing. The Buyer will construct low- income or moderate-income housing on each lot conveyed. For this agreement, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not Pagel exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. This condition is designed to maintain the integrity and purpose of the properties per Texas Local Government Code 272.001(g). 3. Title Insurance. The Buyer, at Buyer's expense, may acquire a title insurance policy that guarantees good and indefeasible title to the Property, without exceptions to title other than the standard printed exceptions and exceptions permitted under this Contract, and that wholly insures and indemnifies Buyer against any title defects or adverse claims. 4. Property Taxes. The City of Corpus Christi, as the owner of this property, is exempt from local property taxes. Any taxes due after conveyance are the responsibility of the Buyer. 5. Special Warranty Deed. Seller will execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer must make the cash payment. 6. Reverter Clause. The Special Warranty Deed for all lots sold shall include a reverter clause as follows: Reverter A lot reverts to the City of Corpus Christi if the grantee fails to construct a single-family dwelling for low-income or moderate-income housing on such lot and obtain a certificate of occupancy for such dwelling within two years from the date of conveyance. In this context, low and moderate-income housing is defined as properties that are sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 7. Cost Recapture, Reverter, and Covenant Running with the Land Clause. The Special Warranty Deed for all lots sold shall include Cost Recapture, Reverter, and Covenant Running with the Land clause as follows: Cost Recapture, Reverter, and Covenant Running with the Land The City of Corpus Christi has conveyed the lot for less than market value to be used for low-income and moderate-income housing. In this context, low-income and moderate-income housing is defined as a property that is Page 2 sold for a price that does not exceed the New Homes HOME/Housing Trust Fund (HTF) Purchase Price Limit for 1-Unit for the Corpus Christi Metropolitan Statistical Area (MSA) established and published annually by U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 92.254 or rented for an amount that does not exceed the Fair Market Rent for the Corpus Christi MSA established and published annually by the U.S. Department of Housing and Urban Development (HUD) per 24 C.F.R. § 888.115. Within the next ten years from the date of execution, if any of the lots described herein are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit established and published annually by HUD or rented for an amount that exceeds the most recently issued Fair Market Rent established and published annually by HUD, the City of Corpus Christi is entitled to recapture the costs of the land. The recaptured costs of the land shall be calculated at $5.15 per square foot, representing the land's fair market value. A lot reverts to the City of Corpus Christi if: (1) a dwelling and lot are sold for a price that exceeds the most recently issued New Homes HOME/HTF Purchase Price Limit for 1- Unit for the Corpus Christi, TX MSA as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 92.254-1 or (2) a dwelling and lot are rented for an amount that exceeds the most recently issued Fair Market Rent as established and published by the U.S. Department of Housing and Urban Development per 24 C.F.R. § 888.115-1 and (3) the City of Corpus Christi is not paid a cost recapture for the land value of the lot at $5.15 per square foot within 90 days of the sale or rental. Payment can be made at 1201 Leopard St, Corpus Christ, TX 78401 . The grantee agrees to abide by these conditions, and failure to comply with any of these conditions shall result in the automatic reversion of the lot and dwelling to the City of Corpus Christi. This restrictive covenant shall run with the land and bind all subsequent owners. These covenants shall run with the land for a period of 10 years from the date of this conveyance and shall automatically expire thereafter. This condition is designed to maintain the integrity and purpose of the property per Texas Local Government Code 272.001(g). 8. Non-Transferable. Prior to constructing a single-family dwelling for low-income or moderate-income housing outlined in this agreement, the Buyer shall not transfer the property described herein. Any attempt to do so shall be null and void, and the party responsible shall be liable for any resulting damages incurred by the other party. Page 3 9. Property Maintenance. Upon conveyance, Buyer shall maintain the described properties by mowing all grass and vegetation as often as necessary to maintain a height of less than 12 inches, effective upon execution of this Agreement. Buyer shall not allow weeds or brush twelve inches or higher to grow on the described property. Additionally, the Buyer will keep the described properties free of litter and solid waste. 10. Closing. There shall be no formal closing for this transaction. Within 30 days of this Agreement's execution, Buyer will provide cash payment. Within 30 days of receipt of cash payment, Seller shall execute a Special Warranty Deed, drafted in accordance with the provisions of this Contract, conveying the Property to Buyer. Buyer will be responsible for recording the Special Warranty deed in the Real Property records of Nueces County. 11 . Survives Closing. This Contract survives the Conveyance of the Property and the delivery of the Special Warranty Deed and other necessary documents by Seller to Buyer, and all terms and conditions remain in effect between Seller and Buyer. 12. Property Condition. A. Buyer acknowledges and agrees that Buyer is purchasing the property "AS-IS" "WHERE-IS" and "WITH ALL FAULTS" without any warranties, representations or guarantees, either expressed or implied, of any kind, nature or type whatsoever from or on behalf of seller. Without limiting the generality of the foregoing, Buyer acknowledges and agrees that Seller hereby expressly disclaims any and all implied warranties concerning the condition of the property and any portions thereof, including but not limited to environmental conditions, presence or absence of hazardous materials and implied warranties of habitability, merchantability or fitness for a particular purpose. B. Buyer acknowledges and agrees that BUYER HAS NOT RELIED, AND WILL NOT RELY, upon any representations or warranties (oral or written) made by, or purportedly made on behalf of, Seller unless such representations and warranties are expressly set forth in this Contract. C. Except as otherwise specifically provided in this Contract, Buyer agrees that no representation by or on behalf of Seller have been made to Buyer as to the condition of the Property, any restrictions related to the condition of the Property, any restrictions related to the development of the Property, the applicability of or compliance with any governmental requirements, including but not limited to environmental laws or the suitability of the Property Page 4 for any purpose whatsoever. D. Buyer releases Seller from any claims it may have against the Seller now or in the future under the Comprehensive Environmental Response, Compensation and Liability Act, 42 U.S.C.A §§ 9601 et seq. as amended; the Resource Conservation and Recover Act, 42 U.S.C.A. §§ 6901 et seq. as amended; the Texas Solid Waste Disposal Act, Tex. Health & Safety Code §§ 361 .001 et seq. as amended; any other analogous state or federal statute; and common law arising from the environmental conditions of the Property or the presence of hazardous substances, solid wastes, or any other pollutants or contaminants on the Property. 13. Broker's Commission. Seller and Buyer have not commissioned a Broker to represent their interests, and neither are responsible for any brokerage or real estate commissions in connection with this Contract. Any costs associated with services to either party are the responsibility of the party that contracted the services. 14. Essential. Time is of the essence in closing this transaction. 15. Effective Date. The effective date of this Real Estate Sales Contract is the date on which the Contract is signed by the Seller. 16. Governing Law and Venue. This Agreement is subject to all federal, State, and local laws, rules, and regulations. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 17. Supersedes previous agreements. This Contract constitutes the only agreement of the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Contract. 18. Counterparts: Multiple original copies of this contract may be executed, and the execution of this contract may be through the execution by the parties of separate counterparts. All of the original copies of this contract together shall constitute one agreement, binding on all of the parties hereto notwithstanding that the parties hereto may or may not be signatories to the same counterpart. Each of the undersigned parties authorizes the assembly of one or more original copies of this contract, such that each such original copy of this contract shall consist of (i) the body of this contract and (ii) counterpart signature pages and acknowledgment pages which collectively include all of the signatures and acknowledgments of the parties hereto. Each such contract shall constitute one original of this contract. 19. Assignment: Buyer shall not assign this Contract. Seller shall not assign this Page 5 Contract. In the event an assignment is attempted, in violation of this Section, then Buyer's rights under this Contract shall automatically and immediately terminate without notice. 20. Breach of Contract. Buyer's failure to develop the conveyed parcels for low- income or moderate-income housing as defined herein constitutes a breach of contract. Seller has all remedies in law for a breach of contract. 21. Government Function. This Agreement is to perform a governmental function solely for the public benefit, and the City does not waive its immunity by entering into and performing its obligations under the Agreement. 22. Deed Amendment. Upon request from Buyer, Seller will file an amended Special Warranty Deed if Buyer has started construction of a single-family dwelling but will be unable to obtain a certificate of occupancy within 2 years of the conveyance. The amended Special Warranty Deed will provide an additional year to obtain a certificate of occupancy prior to reversion. Page 6 Seller City of Corpus Christi Jeff H. Edmonds, P.E., Director of Engineering Services THE STATE OF TEXAS § COUNTY OF NUECES § This instrument was acknowledged before me on 202_, by Jeff H. Edmonds, P.E., Director of Engineering Services of the City of Corpus Christi, a Texas municipal corporation, on behalf of said corporation. Notary Public in and for the State of Texas APPROVED AS TO LEGAL FORM THIS DAY OF 202 Assistant City Attorney City Legal Department Page 7 Buyer Community Development Corporation of Brownsville, dba CDCB I come dream, come build. Lynette Benavidez, Board Chairperson THE STATE OF TEXAS § COUNTY OF § This instrument was acknowledged before me on 202_, by Lynette Benavidez, Chair of Community Development Corporation of Brownsville. Notary Public in and for the State of Texas Page 8 �.Wi• it I � r�A r 406 1. ••. r•a��! • •off "•r1 a...►� - - - - i A„e. • ..�9 �14 APPRAISAL r- • s w . � 4.y�� • ..r Vie, Y �►J M ■ f � � I •... rr •'mow I 1 i a•� y N r f ' r REPORT 1 1 1 , • • th Street, Corpus NuecesCounty, Texas -.0. . . ............... CLIENT lowerypa.com April 26, 2024 Bobby Harraid, Jr. City of Corpus Christi Property& Land Acquisition Manager 1201 Leopard Street, Corpus Christi,Texas 78469-9277 VACANT LAND 536 19'"Street, Corpus Christi, Nueces County,Texas In accordance with your request and authorization,we have completed an Appraisal Report of the captioned property for the purpose of developing an opinion of the market value of the subject property. It is our intent to comply with 12 CFR, Subpart C -Subsection 34.42(g), Department of the Treasury, Office of the Comptroller of the Currency, as well as the Uniform Standards of Professional Appraisal Practice (USPAP) and FIRREA. It should be noted that the undersigned have experience in appraising properties considered similar to the subject, in the subject market area, and therefore comply with the Competency Rule as outlined in USPAP. The following report, plus the Addenda, sets forth our findings and conclusions. Maps, plats and photographs that are considered essential to explain the reasoning followed in making the appraisal have been included and the conclusions are expressed therein.Also, no hazardous materials orwaste were noted upon inspection of the subject property.Please refer to the Basic Assumptions and Limiting Conditions section of this report. USPAP Standards Rule 1-2(h) states that an appraiser must identify the scope of work necessary to complete an assignment.The scope of work is acceptable when it is consistent with: (1) the expectations of participants in the market for the same or similar appraisal services; and (2) what the appraiser's peers' actions would be in performing the same or similar assignment in compliance with USPAP. In the case of the subject property, both of these USPAP criteria have been met. NOTEWORTHY POINTS ■ The subject property is a 0.0733-acre (3,192 SF) vacant tract of land. ■ The subject is neither under contract of sale, nor is it listed for sale on the open market. ■ The Sales Approach was fully developed herein.The Income and Cost Approaches to value were omitted and not considered necessary for credible assignment results. The Cost Approach was not considered to be applicable due to the lack of improvements located on the subject site which contribute value. The Income Approach was not considered to be applicable due to the subject as a non-income producing piece of land. The omission of the Income and Cost Approaches to value are not considered to, in any way, reduce the reliability of the value conclusions herein. The appraisal, subject to the assumptions and limiting conditions as expressed herein and conducted according to the Uniform Standards of Professional Appraisal Practice, led us to develop an opinion of market value as follows: VALUE CONCLUSION Status Interest Date Value As Is Fee Simple April 16,2024 $16,000 Support and explanation for our value conclusion is explained in detail in the contents of the attached report. It has been a pleasure to assist you, and if we can be of service to you in the future, please let us know. Lowery Property Advisors, LLC MARIO CARO,MAI,AI-GRS,SR/WA BRIAN BORMANN Texas State Certified General Real Estate Appraiser Texas State Certified General Real Estate Appraiser Certificate No.TX1334889-G Certificate No.TX1381102-G mario@lowerypa.com brian@lowerypa.com BENJAMIN SAUNDERS JEFFREY K.WALTERS Texas State Certified General Real Estate Appraiser Texas State Certified General Real Estate Appraiser Certificate No.TX1381348-G Certificate No.TX1380924-G bsaunders@lowerypa.com jeff@lowerypa.com CONTENTS SALIENTDATA................................................................................................................................................................... 1 SUBJECTPHOTOS ............................................................................................................................................................. 2 INTRODUCTION ................................................................................................................................................................4 SCOPEOF WORK............................................................................................................................................................. 5 REGIONAL......................................................................................................................................................................... 6 NEIGHBORHOOD........................................................................................................................................................... 10 DEMOGRAPHICS............................................................................................................................................................ 16 ECONOMICUPDATE...................................................................................................................................................... 20 SITEDESCRIPTION........................................................................................................................................................... 27 PROPERTYHISTORY ........................................................................................................................................................33 REALESTATE TAXES.........................................................................................................................................................34 HIGHEST & BEST USE .......................................................................................................................................................35 LANDVALUATION..........................................................................................................................................................37 MARKETING / EXPOSURE TIME ...................................................................................................................................... 47 ASSUMPTIONS & LIMITING CONDITIONS......................................................................................................................48 CERTIFICATION............................................................................................................................................................... 50 ADDENDUM.................................................................................................................................................................... 51 SALIENT DATA CORPUS CHRISTI•TEXAS VACANT LAND SALIENT DATA GENERAL Date of Valuation April 16, 2024"As Is" Date of Inspection April 16, 2024 Property Rights Appraised Fee Simple SITE Location The subject property is located along the east side of 19th Street,just north of Mary Street. The address associated with the subject property is 536 19th Street, Corpus Christi, Nueces County, Texas. Site Description Per the Nueces County Appraisal District, the subject site is a 0.0733- acre (3,192 SF) tract of vacant land. The site is generally rectangular in shape with generally level topography.The property is not located in a designated flood plain. Reader is referred to the Site Description section for further details. Legal Description Lot 2, Jasmin Addition, City of Corpus Christi, Nueces County, Texas Zoning "RS-6" -Single-Family 6 District IMPROVEMENTS General Description The subject site is currently vacant land with no improvements. HIGHEST & BEST USE As Vacant Residential development PA 2024.04.139 PAGE 1 SUBJECT PHOTOS CORPUS CHRISTI•TEXAS VACANT LAND SUBJECT PHOTOS =d: AK I _ " 1, LPA 2024.04.139 PAGE 2 � 4g► N w;. 973 2 N Marguerite St 425 M' .• .- k r M-y St F.t,rry St p _- rrAftn »: G ' � t 4 •- �' -a ■ ■ Morris M rr - ■ St Joseph School - ,,:,� re pa it rlo:e ` .ci3 St Juseph:s I Catholic Church r■a, pI �v+mommmmmwww+f ■ �, �I _ i a. pia i 6 ' INTRODUCTION CORPUS CHRISTI•TEXAS VACANT LAND INTRODUCTION This is an Appraisal Report, which is intended to comply with the reporting requirements set forth under Standards Rule 2-2(a) of the Uniform Standards of Professional Appraisal Practice for an Appraisal Report. Supporting documentation concerning the data, reasoning and analyses is retained in the appraiser's file. The depth of discussion contained in this report is specific to the needs of the client and for the intended use stated below. The appraiser is not responsible for unauthorized use of this report. Furthermore, as agreed upon with the client prior to the preparation of this appraisal, this is an appraisal as set forth by USPAP. TYPE OF VALUE The value definition employed in this report is Market Value as defined in 12 CFR - Part 34.44 (FIRREA), Department of the Treasury, Office of the Comptroller of the Currency. Market value means the most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: ■ Buyer and seller are typically motivated; ■ Both parties are well informed or well advised,and acting in what they consider their own best interests; ■ A reasonable time is allowed for exposure in the open market; ■ Payment is made in terms of cash in US dollars or in terms of financial arrangements comparable thereto; and ■ The price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale. Intended Use Internal Management Decisions Intended Users City of Corpus Christi Client City of Corpus Christi Interest Valued Fee Simple Date of Valuation April 16, 2024 "As Is" Date of Inspection April 16, 2024 Date of Report April 26, 2024 PA 2024.04.139 PAGE 4 SCOPE OF WORK CORPUS CHRISTI•TEXAS VACANT LAND SCOPE OF WORK The scope of the assignment relates to the extent and manner in which research is conducted, data is gathered and analysis is applied. In preparing this appraisal, the appraisers did the following: ■ Inspected the subject property; ■ Search the applicable market area for comparable market data. We utilized multiple sources including but not limited to: Costar, Loopnet, area brokers, local MLS, as well as our proprietary database. ■ Interviewed landowners and local brokers familiar with the subject area and considered their insight of the current market and transactions; ■ Obtained information from surrounding counties and area jurisdictions regarding zoning, taxes, property history, flood plain, utilities, etc. ■ Developed an opinion of the market value via the Sales Approach. The inclusion or exclusion of approaches to value was determined by LPA and not our client. ■ The Sales Approach was fully developed herein. The Income and Cost Approaches to value were not considered necessary for credible assignment results. The omission of the Income and Cost Approaches to value are not considered to, in any way, reduce the reliability of the value conclusions herein. The Cost Approach was not considered to be applicable due to the lack of improvements located on the subject site. The Income Approach was not considered to be applicable due to the subject as a non-income producing piece of land. ■ To develop the opinion of value, the appraiser performed an appraisal process, as defined by the Uniform Standards of Professional Appraisal Practice. Extraordinary Assumptions & Hypothetical Conditions It is emphasized that per USPAP, "the use of extraordinary assumptions and or hypothetical conditions may have affected assignment results." These terms are defined as follows: Extraordinary Assumption, "an assignment-specific assumption as of the effective date regarding uncertain information used in an analysis which, if found to be false, could alter the appraiser's opinions or conclusions." This report is made with the following extraordinary assumption(s): ■ None Hypothetical Condition, "a condition, directly related to a specific assignment, which is contrary to what is known by the appraiser to exist on the effective date of the assignment results, but is used for the purpose of analysis." This report is made with the following hypothetical condition(s): ■ None LPA 2024.04.139 PAGE 5 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND REGIONAL The subject is located in the Corpus Christi Metropolitan Statistical Area (MSA) which is located on the Texas Gulf Coast, approximately midway between Houston and the Mexican border. It is 200 miles southwest of Houston, 200 miles south of Austin, 130 miles southeast of San Antonio and 130 miles north of the Mexican border.The MSA covers three counties-Aransas, Nueces, and San Patricio. I)ALI ti .il iD I"- 6} "a _.. rxKe eer ''"I" raemercsT caerwscrielsa 4��' Corpus ChrlSiltang y4 s 'g Roue Dun LPA 2024.04.139 PAGE 6 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND DEMOGRAPHICS According to Esri, the 2021 population estimate of the Corpus Christi Metropolitan Area is 442,600, making it the 7th largest metropolitan area in the Texas. Based on that estimate, the area gained approximately 5,300 new residents between 2020 and 2021.The main industries of the area include military, oil production, shipping, and construction. Leisure and hospitality industries are also important to the area, as the coast attracts many tourists. ECONOMICS Corpus Christi MSA Corpus Christi's economy has paused in recent months, with job growth slowing nearly to a halt. Professional services and government have been especially weak, declining since August. However, core manufacturing is advancing a bit faster than most other industries. The unemployment rate has been relatively steady in the range of 4.5%, more than 0.5 percentage point higher than the national rate. The labor force has stopped rising in recent months after gaining earlier in 2023, but it remains above where it was in early 2020. Housing market data have been mixed. Manufacturing was weak in 2023, but the chances of a rebound in 2024 are beginning to improve. Petrochemical refining as well as equipment and supplies related to drilling makes up the bulk of local production. From the peak in March 2022 through mid-2023, oil prices fell by approximately $50 per barrel, setting in motion a decline in Texas' active drill rigs throughout 2023. The subsequent price gyrations only added to uncertainty, further subduing exploration. On the positive side, exploration companies have been able to boost production of existing wells via improvements in productivity. The forecast is for West Texas Intermediate to rise back into the mid-$80 per barrel range this year, the expectation is that once companies are confident prices will remain elevated, the industry will revive. Separately, in early 2023, Tesla began constructing a lithium-refining facility near Corpus Christi that will support the production of batteries for electric vehicles. The company projects that the plant will be operational in 2024, initially resulting in a few hundred permanent jobs. In the meantime, the facility's construction is adding an additional 500 or more jobs. The logistics industry should continue the recovery that began toward the end of 2023 following a decline through most of the year. One factor behind the recovery is that the Port of Corpus Christi Ship Channel is working on an expansion after receiving federal funding at the end of 2022. Completion is expected this year, resulting in a wider and deeper port better able to accommodate rising export flows of energy and agricultural products. Further, Cheniere is planning a 12 million-ton per year expansion of its local natural gas liquefaction facility. A driver of this activity has been Russia's invasion of Ukraine, which led European and other natural gas importers to seek alternative sources of supply. As a result, in 2022, the U.S. became the world's second-largest exporter after Qatar. LPA 2024.04.139 PAGE 7 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND Residential construction rebounded modestly from its sharp contraction in 2022, but still-elevated mortgage rates will limit further gains in 2024. After house prices fell in the first half of 2023, prices have begun to rise moderately. But demographics will curb gains in housing in the longer term. In particular, there has been no population growth in recent years. One reason is that because the number of high-wage jobs is only half the national share, out-migration occurs as workers search for better jobs elsewhere.Another constraint is that the number of adults with a bachelor's degree is only two-thirds the national share, limiting the metro area's attractiveness for employers considering relocation. Strengths ■ Port of Corpus Christi expansions lead to growth in exports. ■ Rising demand for LNG boosts the distribution industry. Weaknesses ■ Lack of well-paying jobs accelerates outmigration as residents relocate to larger metro areas such as Dallas and Houston. ■ Uncertainty surrounding oil prices causes oil companies to hold back on investment. 2019 2020 2021 2022 2023 INDICATORS 2024 2025 2026 2027 2028 26.8 25.5 27.7 26.8 27.3 Gross metro product (C12$bil) 28.2 28.8 29.6 30.4 31.3 0.4 -5.1 8.5 -3.0 1.8 %change 3.2 2.2 2.6 2.9 3.0 193.9 181.3 183.9 190.3 194.8 Total employment (ths) 197.5 199.5 201.0 202.4 203.9 0.3 -6.5 1.4 3.5 2.4 %change 1.4 1.0 0.8 0.7 0.7 4.3 9.1 7.1 4.9 4.5 Unemployment rate (%) 4.2 4.2 4.2 4.1 4.1 6.0 4.7 10.5 2.2 6.7 Personal income growth (%) 4.4 4.4 4.4 4.5 4.5 55.5 57.3 58.9 61.4 64.0 Median household income ($ths) 66.1 68.3 70.7 73.3 75.9 445.7 446.0 447.8 451.4 455.1 Population (ths) 458.2 460.9 463.5 466.1 468.6 -0.2 0.1 0.4 0.8 0.8 %change 0.7 0.6 0.6 0.6 0.6 -2.5 -0.6 1.7 3.2 2.6 Net migration (ths) 1.9 1.7 1.6 1.7 1.8 1842.0 1819.0 2423.0 2092.0 1894.4 Single-family permits (#) 1377.1 1484.9 1600.5 1599.4 1571.2 214.0 277.0 366.0 5.0 67.8 Multifamily permits (#) 451.0 442.0 472.4 494.0 484.1 3.0 4.6 12.0 14.3 3.0 FHFA house price (1995Q1=100) 1.4 -0.9 -0.1 1.1 2.1 Moodys Analytics PA 2024.04.139 PAGE 8 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND MAJOR ATTRACTIONS Corpus Christi is a popular tourist destination because of its mild climate and location. It is the most frequented vacation destination in Texas with 10.61 million annual visitors.Most visitors are the traditional summer beach visitors and "Winter Texans" which pump an estimated$1.35 billion annually into the local economy. Corpus Christi convention activity is focused in the area at the north end of Shoreline Boulevard near the Harbor Bridge. The American Bank Center Convention Center events support a number of hotels in the downtown Bay Front area.The center(located at 1901 N.Shoreline Boulevard-north of IH 37 and east of US 181) opened in late 2004 and features a 2,526-seat auditorium, a sports arena seating 10,500 and meeting and exhibition space. The sports arena is home to Corpus Christi's Ice-rays hockey team and the Texas A&M - Corpus Christi University basketball teams. Whataburger Field is home to the Corpus Christi Hooks, the Double-A affiliate of the Houston Astros. TRANSPORTATION Corpus Christi International Airport The Corpus Christi International airport serves the coastal bend of Texas.The four airlines that serve CCIA are American, Southwest, and United Airlines. These airlines provide direct flights to both airports in Houston as well as in Dallas. Port of Corpus Christi The Intracoastal Waterway and the Port of Corpus Christi make Corpus Christi a major transportation and bulk cargo center. The port is the 8th largest in the nation in terms of annual tonnage and is located mid-way along the Texas coast on the Gulf of Mexico (approximately 150 miles north of the United States/Mexico border) just north of IH 37 and the Central Business District (CBD). Low-cost barge transportation is available on this 1,177-mile waterway that links Corpus Christi with 9,812 miles of commercially navigable waterways in the mid-continent regions of the Mississippi River and its tributary systems as well as 2,500 miles of waterway along the Gulf of Mexico. The Texas Department of Transportation The main thoroughfares that serve the area are I-37,which provides easy access to San Antonio, State Highway 35, which connects the area to Houston, and US Highway 77, which connects 7n� the area to the Rio Grande Valley. Other important roadways include State Highways 358 and 361, which connect the city to Padre Island. CONCLUSION Corpus Christi will improve slowly in 2024 as the energy and distribution industries recover. Longer term, weak population growth and other structural factors will constrain growth. PA 2024.04.139 PAGE 9 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND NEIGHBORHOOD A neighborhood is typically a segment of a community, city or town which is a homogeneous grouping of individuals, buildings or business enterprises within the larger community. A neighborhood has three stages of life and possibly a fourth. They are (1) integration (the development stage), (2) equilibrium (the static stage), (3) disintegration (the declining or decaying stage), and possibly (4) a redevelopment or rejuvenation state or period and continuance of the neighborhood life cycle. o 0 0 0 ©Mea nsville Cemetery 0 Doyle 11 UFO P Posit.Cemeteryq /fake Park H-E_B. Duth Park Asa ANNAVILLE (yw� 164I • `\\ 0 4 North Beacl/ Texas State Aquarium oJBorchard _ nal Fairgrounds .......n - � C,Or u iiChrl5tl f � SUBJECT i' CF=�- Violet O 'C © Cole Park CENTRAL tIiY A Corpus Christi r 0 International 0 O Airport he Home pot' 0 ® �.MOLINA 0 3a ®4 (�'�.Driscaf Chtldref Memory `�Hoepita'' Gardens Funeral Home &Cemetery P L5? yes 0 .:r Un Tet o I 0 Carpus Christi Gun Clubv H-E-B® � Sams Club BAY ARE v Tierra Grande L� F431 souTn AIDE Petronila Lam'= (J 0 (2_g South Texas 01 Botanical W Gardens& Pre Modern American Cheer Nature Center 777 O O C O n r LPA 2024.04.139 PAGE 10 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND • LOCATION The subject property is located in the City of Corpus Christi, Nueces County, Texas.The subject neighborhood is best defined by use patterns, as well as the location of major thoroughfares and natural boundaries. Neighborhood boundaries are generally defined as the city limits of Corpus Christi. GENERAL INFO Corpus Christi is a coastal city in the South Texas region, which is 130 miles southeast of San Antonio. Corpus Christi has a population of 327,423 people with a median age of 35.7 and a median household income of $57,387. Between 2016 and 2021 the population of Corpus Christi grew from 325,734 to 327,423, a 0.52% increase and its median household income grew from $54,344 to $57,387, a 5.60% increase. This city is home to a number of popular destinations for both tourist and residents. Most of the local economy is driven by tourism and the oil and petrochemicals industry.The city's location provides opportunities for water sports and nature tourism. Some of the most visited attractions are located on North Beach, where the Texas State Aquarium and the USS Lexington Museum on the Bay are located. The Port of Corpus Christi, which is the fifth largest U.S. Port and deepest inshore port on the Gulf of Mexico, handles mostly oil and agricultural products. Corpus Christi is home to several institutions of higher learning such as Texas A&M University-Corpus Christi, De Mar College, and numerous vocational schools. The city has six school districts which provide primary and secondary education for residents. The market area is a combination of vacant land, single-family residential, retail, multifamily, office and industrial uses. Retail/commercial development is primarily located along major thoroughfares such as SH 358(South Padre Island Drive). Residential uses are located on secondary thoroughfares. PA 2024.04.139 PAGE 1 1 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND CORPUS CHRISTI DOWNTOWN Corpus Christi's Downtown/Bayfront area has great hotels, some of the city's finest dining options, a marina and museums. The Marina Arts District in downtown features excellent eateries, art, original music and festivals. The Sports, Entertainment and Arts District (SEA District) is located at the southern edge of the Corpus Christi Ship Channel.The SEA District includes the Museum of South Texas, the Corpus Christi Museum of Science and History, Concrete Street Amphitheater and Hurricane Alley Waterpark. Whataburger Field, home to the Corpus Christi Hooks (Double-A affiliate of the Houston Astros), is also located in the SEA District. McGee Beach is located on the downtown seawall and offers a beach that is perfect for children and fishing along the jetties. The Mirador de la Flor is located on the Corpus Christi Bayfront Seawall which is located at the Peoples Street T-Head and is popular among tourists. Selena Quintanilla Perez was an 'r,l� acclaimed Tejano singer born in Corpus Christi whose life and music touched the community and many people around the :` w world. The life size-bronze statue was sculpted by H.W. "Buddy" _ Tatum, awell-known Corpus Christi artist. MM Established in 1923, the Corpus Christi Yacht Club is located in Downtown Corpus Christi along Coopers Alley.The two-story private club is equipped with a full-service restaurant/bar and outdoor pool which hosts various events such as weddings, luncheons, and social �- gatherings. The Yacht Club regularly hosts regattas and offers a learn-to-sail program to both members and non-members between ages 6-18. This allows students to learn about water safety, rigging techniques, sailing skills, knots, and weather before venturing outside of the club's marina by the end of season. LPA 2024.04.139 PAGE 12 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND NAVAL AIR STATION CORPUS CHISTI NAS Corpus Christi was commissioned on March 12, 1941 after a board found that a lack of training facilities capable of .- meeting an emergency demand for pilots constituted a grave situation. NAS CC provided intermediate flight training in World War II, training naval pilots to fly SNJ, SNV, SNB, OS2U, PBY, and N3N airplanes. In 1944 it was the largest naval aviation training facility in the world. The facility covered 20,000 acres, had 997 hangars, shops, barracks, warehouse and accessory buildings. Today, Training Air Wing FOUR produces approximately 400 newly qualified aviators each year via the "Maritime Pipeline" for shore-based US Navy, US Marine Corps and US Coast Guard fixed—wing jet and turboprop aircraft. Training Air Wing FOUR consists of four squadrons which handle training in the T-613 Texan II, a single engine turboprop aircraft and advanced training in the twin engine T-44C Pegasus aircraft. NAS Corpus Christi is also home to the Corpus Christi Army Depot, the largest helicopter repair facility in the world. NORTH BEACH DEVELOPMENTS North Beach is the home of Corpus Christi's top tourist attractions - The USS Lexington Museum and the Texas State Aquarium,which both attract approximately 800,000 visitors annually.The USS Lexington Museum is a World War II vintage aircraft carrier that now services as a naval aviation museum and educational facility. Commissioned in 1943, the carrier served the United States longer and set more records than any other carrier in the history of naval aviation. The Texas State Aquarium mission is to engage people with animals, inspire appreciation for our seas and support wildlife conservation. North Beach offers a good variety of places to eat and drink and awesome bayfront views, a 1.5-mile-long sandy beach, and Concrete Beachwalk. Two fishing jetties are located on North Beach at the north and south ends. In 2017, Frazier started planning Lighthouse Pointe, a $25 million project at the tip of North Beach on the west side of U.S. Highway 181, across from the subject property.The complex will feature 159 luxury + rs one, two, and tree-bedroom apartment _ units, eight townhomes, a marina, spa, restaurant, chapel and a 136-foot Texas lighthouse.As of June 2022,the construction is still on going and is expected to be complete before the end of 2022. PA 2024.04.139 PAGE 13 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND ACCESS Access to the subject neighborhood is considered good due to its close proximity to U.S. Highway 181 to the west. U.S. Highway 181 originates in downtown Corpus Christi and connects Corpus Christi to Portland and extends far northwest to San Antonio. Interstate 37 is to the south of the subject which provides a direct link to both Interstate Highway 35 and Interstate Highway 10 in San Antonio. Interstate 69E/ US Highway 77 connects the city to Brownsville to the south and Victoria and Waco to the north. Texas State Highway 44 is a main thoroughfare that connects Corpus Christi to Laredo and the western part of South Texas by way of Interstate 69W / US Highway 59, Interstate 35, and US Highway 83. The inner-city public transportation is provided by Corpus Christi Regional Transportation Authority with its bus route. Other primary thoroughfares include Highway 286 (Crosstown Expressway) and Highway 358 (South Padre Island Drive). UTILITIES The majority of the city of Corpus Christi is adequately served by all the typical utilities, including water, sewer, electric service, natural gas, septic and public telephone. Major utility companies servicing the neighborhood include the City of Corpus Christi and TXU Electric Company. NUISANCES & HAZARDS Nuisances and hazards are limited in the subject neighborhood. Vibration, smoke, smog, odors and intense noise are basically related to vehicular traffic along the major thoroughfares. As in any area, traffic density poses problems ranging from congestion to noise. These problems are not severe and are a natural part of most communities. PA 2024.04.139 PAGE 14 REGIONAL CORPUS CHRISTI•TEXAS VACANT LAND LIFE CYCLE Each neighborhood has a unique and dynamic quality all its own, given man's unique imagination, design and development of an area. This quality is described as a "life cycle,"which is identified in The Appraisal of Real Estate as evolving through the following four stages. Growth Neighborhood gains public favor and acceptance Stability Equilibrium without marked gains or losses Decline Diminishing demand Revitalization Renewal, modernization and increasing demand Overall, the subject neighborhood appears to be in the stability period of its life cycle. Land prices have increased. The immediate area is a well-established area within the city of Corpus Christi and is considered to be approximately 70%developed. Properties appear to range in age from new to over 50 years. CONCLUSION The subject neighborhood is located in Corpus Christi, Nueces County, Texas. Demand for virtually all types of real estate in this area has been mostly stable in recent years. The future growth of the neighborhood relies heavily upon the strength of the economy and the overall strength of the real estate market within the entire Corpus Christi area. The subject property displays good locational attributes in the defined neighborhood and should benefit from any positive economic conditions experienced by the immediate area. PA 2024.04.139 PAGE 15 DEMOGRAPHICS CORPUS VACANT I-AND DEMOGRAPHICS The following pages summarize data generated by the STDB. gpesa Slt- f'1- p 4 ' r DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND Gesri' Prepared by Esri Rings: 1,3, 5 mile radii _atitude. 21.i8513 Longitude: -97.41330 1 mile 3 miles 5 miles Mortgage Income 2023 Percent of Income for Mortgage 15.41/❑ 14.99'❑ 17.5% Median Household Income 2023 Median Household Income $29,337 $38,894 $44,917 2028 Median Household Income $31,857 $42,995 $50,795 2023-2028 Annual Rate 1.66% 2.03% 2.49% Average Household Income 2023 Average Household Income $46,562 $61,618 $66,667 2028 Average Household Income $52,576 $68,934 $74,688 2023-2028 Annual Rate 2.46% 2.27% 2.30% Per Capita Income 2023 Per Capita Income $17,402 $23,069 $24,901 2028 Per Capita Income $19,986 $26,211 $28,271 2023-2029 Annual Rate 2.81% 2.59% 2.57% GINI Index 2023 Gini Index 46.5 46.3 44.5 Households by Income Current median household income is$44,917 in the area,compared to$72,603 for all U.S.households.Median household income is projected to be$50,795 in five years,compared to$82,410 for all U.S.households Current average household income is$66,667 in this area,compared to$107,008 for all U.S.households. Average household income is projected to he$74,688 in five years,compared to$122,048 for all U.S.households Current per capita income is$24,901 in the area,compared to the U.S.per capita income of$41,310. The per capita income is projected to be$28,271 in five years,compared to$47,525 for all U.S.households Housing 2023 Housing Affordability Index 141 148 126 2010 Total Housing Units 6,163 31,472 53,604 2010 Owner Occupied Housing Units 2,218 14,574 27,494 2010 Renter Occupied Housing Units 3,001 13,103 20,352 2010 Vacant Housing Units 944 3,795 5,758 2020 Total Housing Units 5,695 28,942 51,426 2020 Owner Occupied Housing Units 1,859 12,778 25,067 2020 Reuter Occupied Housing Units 2,797 12,136 19,982 2020 Vacant Housing Units 1,D05 4,039 6,362 2023 Total Housing Units 5,740 29,074 52,077 2023 Owner Occupied Housing Units 2,009 13,289 26,415 2023 Renter Occupied Housing Units 2,626 11,509 18,746 2023 Vacant Housing Units 1,103 4,276 6,916 2028 Total Housing Units 5,766 29,270 52,525 2028 Owner Occupied Housing Units 2,046 13,423 26,713 2028 Renter Occupied Housing Units 2,603 11,405 18,656 2028 Vacant Housing Units 1,117 4,442 7,156 1 mile 3 miles 5 miles Population 2010 Population 15,913 78,073 134,958 2020 Population 13,782 68,641 123,036 2023 Population 13,573 67,628 122,310 2028 Population 13,486 66,949 121,485 2010-2020 Annual Rate -1.431/a -1.281/. -0.92% 2020-2023 Annual Rate -0.47% -0.46% -0.18% 2023-2028 Annual Rate -0.13% -0.20% -0.14% 2020 Male Population 51.9% 50.1T. 49.8% 2020 Female Population 48.1% 49.9% 50.2% 2020 Median Age 38.8 39.2 38.6 2023 Male Population 50.8% 49.7% 49.3% 2023 Female Population 49.211h 50.3% 5D.7% 2023 Median Age 37.3 37.9 37.6 In the identified area,the current year population is 122,310.In 2020,the Census count in the area was 123,036. The rate of change since 2020 was-0.18%annually.The five-year projection for the population in the area is 121,485 representing a change of-0.14%annually from 2023 to 2028.Currently,the population is 49.3%male and 50.7%female. Median Age The median age in this area is 37.6,compared to U.S.median age of 39.1. LPA 2024.04.139 PAGE 17 DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND i esn" Demographic and Inc. _ Profile Prepared by Esri Ring: 3 mile radius Latitude: 27.78513 Longitude: -97.41330 Summary Census 2010 Census 2020 2023 2028 Population 78,073 68,641 67,628 66,949 Households 27,677 24,914 24,798 24,828 Families 18,147 16,020 15,642 15,594 Average Household Size 2.72 2.65 2.62 2.59 Owner Occupied Housing Units 14,574 12,778 13,269 13,423 Renter Occupied Housing Units 13,103 12,136 11,509 11,405 Median Age 35.9 39.2 37.9 39.6 Trends: 2023-2028 Annual Rate Area State National Population -0.20% 0.970/. 0.300/. Households 0.02% 1.151% 0.499% Families -0.06% 1.161% 0.44% Owner HHs 0.20% 1.38% 0.66% Median Household Income 2.03% 2.56% 2.57% 2023 2028 Households by Income Number Percent Number Percent <$15,000 4,308 17.4% 4,068 16.40/. $15,000-$24,999 3,362 13.61/o 2,923 11.8%a $25,000 $34,999 3,549 14.31/. 3,295 13.3% $35,000 $49,999 3,592 14.51/. 3,487 14.0% $50,000 $74,999 3,865 15.6% 4,026 16.2% $75,000-$99,999 2,582 10.41/6 2,870 11.6% $100,000-$149,999 2,106 8.5% 2,450 9.9% $150,000-$199,999 647 2.61/. 827 3.3% $200,000+ 786 3.21/o 880 3.5% Median Household Income $38,894 $42,995 Average Household Income $61,618 $68,934 Per Capita Income $23,069 $26,211 Census 2010 Census 2020 2023 2028 Population by Age Number Percent Number Percent Number Percent Number Percent 0-4 5,866 7.5% 4,106 6.0% 4,507 6.7% 4,435 6.61f. 5-9 5,713 7.3% 4,318 6.3% 4,495 6.61/. 4,243 6.31/n 10- 14 5,500 7.0% 4,574 6.7% 4,419 6.5% 4,258 6.41/n 15- 19 5,627 7.2% 4,704 6.9% 4,326 6.4% 4,105 6.11/o 20-24 5,309 6.8% 4,279 6.20/a 4,317 6.40/. 4,160 6.2% 25-34 10,217 13.1% 8,815 12.8% 9,264 13.7% 8,356 12.5% 35-44 9,147 11.7% 8,404 12.20% 8,116 12.0% 8,390 12.5% 45-54 11,115 14.2% 8,058 11.7% 7,313 10.8%a 7,301 10.91% 55-64 8,857 11.3% 9,530 13.91/a 8,168 12.1% 7,525 11.21/o 65-74 5,245 6.7% 6,929 10.10% 6,890 10.2% 7,333 11.00/0 75-84 3,789 4.9% 3,351 4.9% 3,953 5.8% 4,738 7.1% 85+ 1,686 2.2% 1,574 2.3% 1,857 2.7% 2,105 3.11/n LPA 2024.04.139 PAGE 18 DEMOGRAPHICS CORPUS CHRISTI•TEXAS VACANT LAND esri- Demographic and Inc. _ Profile Prepared by Esri Ring: 3 mile radius Latitude: 27.78513 Longitude: -97.41330 Trends 2023-2028 2.s z 2 L W � 1.5 a-' 1 �° 0.5 Area State 0- f USA Population Households Families Owner HHs Median HH Income Population by Age 12 10 c 8 v L a 6 4 2023 2 2028 0 0-4 5-9 10-14 15-19 20-24 25-34 35-44 45-54 55-64 65-74 75-84 85+ 2023 Household Income $1SK-$24K 13.6% $25K-$34K 14.3% [$15K 17.4% $200K+ $35K-549K 3.2% 14.5% $150K-$199K 2.6% $100K-$149K 8.5% $50K-$74K $75K-$99K 15.61% 10.4% LPA 2024.04.139 PAGE 19 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND ECONOMIC UPDATE LPA is committed to monitoring the current economic environment. The following section analyzes several current economic factors such as the lingering effects of COVID-19, inflation, gas prices, supply chain issues, unemployment, etc. and the effects on commercial real estate. COVID-19 As COVID-19 began in 2020, unemployment reached a high of 14.7%. GDP declined 34% in Q2 2020, The CARES Act, enacted shortly after the beginning of COVID, was a shot in the arm of the U.S. economy. Throughout 2020 and as we entered 2021, the economy began to ease slightly. In 2021 the U.S. began offering four vaccines: Johnson & Johnson, Pfizer, Moderna, and Novavax. Although riddled with supply chain problems and closing businesses, the unemployment rate continuously decreased to 3.5%where it stands as of August 2022. GDP has increased since Q2 2020. The U.S. government has enacted various monetary and fiscal policies to assist the economy, such as $377 billion in emergency grants and loans for small businesses and decreasing the federal fund rate. Although the economy is recovering from COVID-19, these are still unpredictable times. Outlined below is a timeline of important events in the history of the pandemic. Jan 2020 The first instance of the coronavirus is seen in the U.S. Mar 2020 The World Health Organization declares COVID-19 a worldwide pandemic. Mar 2020 President Trump signs a $2 Trillion economic stimulus bill. Feb 2021 Pfizer, Moderna, and Johnson &Johnson vaccine all approved for emergency use. Mar 2021 Congress passes the American Rescue Plan, the largest stimulus bill to date. Mar 2022 The Federal Reserve raised interest rates for the first time since 2018 in order to combat rapid inflation. Jun 2022 U.S removes Covid testing requirement for travel into the United States. May 2023 COVID-19 Public Health Emergency officially ended May 1 1'" in the U.S. Nov 2023 The newest variant, HV.I, arrives in the U.S. as it's currently responsible for 25%of new cases. Apr 2024 FDA approves emergency use for CorDx's at home test that tells whether you have the flu or COVID-19 PA 2024.04.139 PAGE 20 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND UNEMPLOYMENT The COVID-19 pandemic accelerated already emerging trends in slow labor force growth and higher demand for skilled labor. The number of jobless claims skyrocketed in March 2020, when the pandemic officially began, with official unemployment numbers reaching 23.1 million or 14.7%. Unemployment has steadily declined over the following months, with the unemployment rate as of July 2023 recorded at 3.5%, which is back to pre-pandemic levels. In 2022, US employers added a total of 4.5 million new jobs,which is the second strongest year in the past 40 years after 2021. The majority of the new jobs were led by the leisure and hospitality industry as well as professional and business services. Despite the low unemployment rate and job creations, industries are still having problems being understaffed as people used COVID-19 to change jobs and careers, leaving holes in the industries they've left behind.Career changes and the need to work remotely have led to a worker shortage, especially in the food service and hospitality industries. The chart below shows the monthly unemployment rate since April 2021. UNEMPLOYMENT RATE 16.00% 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% N N N N N N N N N N N N N N N N N N N c U � c 0) - U � c 0) - U LL - Q o m U- Q o m U- Q o m U- Q Q O o Q O o Q O o Federal Reserve Bank of St. Louis PA 2024.04.139 PAGE 21 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND INFLATION Inflation has hit the United States hard since the beginning of 2021. Inflation is the rate of increase in prices over a given period of time. The most common form of measurement is the Consumer Price Index (CPI). This measures the percentage change in price over a "basket" of goods and services in households. According to the U.S Bureau of Labor Statistics, the annual inflation rate in the U.S. has slowed more than expected to 3.2% in July 2023 from an over 40-year high of 9.1% in June 2022. The below chart using data from the U.S. Bureau of Statistics shows the inflation rate over the last 40 years and the increase of inflation in the U.S. since April 2020, and the start of the COVID-19 pandemic. INFLATION SINCE 1982 14.00% 12.00% 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% -2.00% -4.00% N V 10 Co O N V 10 Co O N V 10 Co O N V O C0 O N V Co Co Co Co 01 01 C` O O O O O N N N Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q U.S. Bureau of Statis PA 2024.04.139 PAGE 22 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND GAS PRICES Since the beginning of 2022, the national average has remained above the 3 years prior and indicates a downward trend. Prices dropped 32 cents in July, and 79 cents in August. After a historic 98-day streak of falling gas prices, the average rose a penny near the end of September. The longest streak was 1 15 days in 2014-2015. There are several complicated, important factors involved in the increase and decrease in gas prices over the last several months.The following chart shows the national average gas price per gallon of the prior 4 years. GAS PRICES SINCE 2019 $6.00 $5.00 $3.60 $4.00 $3.00 $2.00 $1.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2019 2020 2021 2022 }2023 2024 U.S. Energy Information Administration The sharp increase can be contributed to the Russia/Ukraine war as Russia is the 2nd largest exporter of oil in the world. Since beginning in February 2022, the Russia/Ukraine conflict has caused Russia to become heavily sanctioned, playing an important factor in the increase of gas prices. Although the U.S. is the world's leading gasoline producer, production has decreased since late 2019. Additionally, refineries closing at the beginning of COVID-19 have led to a decrease in operating oil refineries leading to higher demand than supply. Refineries increase their rates when demand is higher than supply due to the need of the product and the increased willingness of people to pay for that product. Some reasons for the sharp decrease in gas prices involve panic over inflation driving down prices, people driving less due to the high gas prices, and the Biden administration's release of emergency oil from the national stockpile. PA 2024.04.139 PAGE 23 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND INTEREST RATES Prime Rate is individually determined by banks and often used as a reference rate (also known as the base rate) for several types of loans. Examples of the types of loans using this rate include credit card loans and small business loans. The prime rate is used by banks to lend to consumers and are fixed and typically do not change over extended periods of time. Secured Overnight Financing Rate is a benchmark interest rate that institutions utilize for business and consumer loans. The Secured Overnight Financing Rate (SOFR) is the dominant benchmark rate after the US LIBOR panels ended on June 30, 2023. Unlike its predecessor, SOFR incorporates actual lending transaction data amongst institutions making it a more reliable source. Federal Funds Rate is set by the Federal Open Market Committee (FOMC). This rate is the target at which excess reserves are lent and borrowed amongst commercial banks overnight. This rate influences short-term rates on credit cards and consumer loans as well as piquing investors' interest by impacting the stock market. INTEREST RATES 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% O O O N N N N N N N N N N N N N N N N N N N N N Q U Q U Q U Q U Q O O Q ° Q ° Q O ° Q O ° Q -SOFR -Fed Fund -PRIME FedPrimeRate To combat higher than average inflation, rates began increasing in early 2022. Interest rates and capitalization rates generally move in tandem. Increased cost of capital commonly results in upward pressure on capitalization rates which can, but does not always, cause softening in the market. LPA is committed to monitoring and analyzing the impact of increasing interest rates. PA 2024.04.139 PAGE 24 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND BANKING Silicon Valley Bank became the 2nd largest bank collapse in U.S. history at the time (until First Republic Bank's collapse a month later) on March 1 Ot", 2023. After the largest bank run in U.S. history, SVB was seized by the Federal Deposit Insurance Corporation (FDIC), and then sold to First Citizens Bancshares. Signature Bank became the 3rd largest bank collapse in U.S. history at the time, following SVB's collapse days prior. Unable to bounce back from the combination of the crypto exchange FTX's collapse and SVB's collapse, Signature experiences a bank run and ultimately collapses. First Republic Bank is currently the 2nd largest bank failure in U.S. history, despite the banking industry's best efforts to save it. The almost $100 Billion dollars pumped into First Republic wasn't enough to prevent them from selling assets, ultimately being seized and sold. Mar 8 2023 Silicon Valley Bank creates panic after announcing it sold$21 billion in securities at a loss Mar 9 2023 Silicon Valley Bank clients withdraw$42 billion, creating the largest bank run in U.S. history Mar 10 2023 As Silicon Valley Bank officially collapses, Signature Bank experiences a multi-billion dollar bank run Mar 11 2023 The 1 1 largest U.S. banks give First Republic Bank$30 billion while JPMorgan Chase gives$70 billion Mar 12 2023 Signature Bank is seized by the FDIC and assets sent to Signature Bridge Bank during the bidding process Mar 19 2023 Signature Bridge Bank is bought by New York Community Bank and put under the Flagstar Bank subsidiary Apr 28 2023 FDIC seizes control of First Republic Bank after it begins selling assets at a loss, causing stock to drop May 1 2023 First Republic bank is officially closed and sold to JPMorgan Chase Aug 2 2023 Heartland Tri-State Bank officially becomes Dream State Bank after closing Friday, July 28t" Jan 31 2024 New York Community Bancorp (NYCB) is now experiencing trouble as stocks fell 46%and lost$252 million Apr 12 2024 Less than half of U.S. banks have pledged collateral to the Federal Reserve's emergency lending facility. PA 2024.04.139 PAGE 25 ECONOMIC UPDATE CORPUS CHRISTI•TEXAS VACANT LAND SUPPLY CHAIN As businesses re-opened due to the slowing of COVID-19, e-commerce accelerated the demand for products, which quickly outpaced the capacity of manufacturing plants. Businesses have begun to focus on near-sourcing materials closer to their manufacturing plants and ultimately closer to the end users. The need to decrease the demand and delays at ports and other entry points was a major reason for companies to focus more on manufacturing from home and less on importing goods and materials. The supply chain issues began in 2020 after computer processor chip manufacturers began slowing and shutting down operations due to the COVID pandemic, resulting in manufacturers not being able to keep up with the increased demand of computer electronics due to a large number of companies moving towards work from home policies. CONCLUSION The current economic environment is ever changing. As mentioned previously, LPA is working diligently to capture and analyze current market data to reliably quantify impacts on real property values, national and regional. As the situation evolves, LPA is committed to monitoring current events and how they impact the commercial real estate market. PA 2024.04.139 PAGE 26 SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND SITE DESCRIPTION PHYSICAL Location The subject property is located along the east side of 19th Street, just north of Mary Street. The address associated with the subject property is 536 19th Street, Corpus Christi, Nueces County, Texas. Legal Description Lot 2, Jasmin Addition, City of Corpus Christi, Nueces County, Texas Size / Configuration / Flood Zone Per the Nueces County Appraisal District, the subject site is a 0.0733-acre (3,192 SF) tract of vacant land. The site is generally rectangular in shape with generally level topography. The property is not located in a designated flood plain. Frontage / Accessibility The subject's site displays adequate frontage to support improvements. The subject site is considered to possess ample access to the subject's traffic carrier which is a secondary traffic carrier for the area and is in average overall condition. Utilities Public water and sewer service are provided by the subject's municipality. According to city officials, these utilities are sufficient for the development in the area. In addition, the city provides fire and police protection along with garbage pick-up. Electrical and natural gas are provided by the region's typical providers. At the present time, all utilities appear to be sufficient for area development patterns. PA 2024.04.139 PAGE 27 SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND LEGAL Zoning / Restrictions The subject site is zoned as "RS-6" -Single-Family 6 District by the City of Corpus Christi. The Single-Family 15, 10 and 6 zoning districts provide for orderly suburban residential development and redevelopment. A limited number of public and civic uses are allowed, subject to the restrictions necessary to preserve and protect the single-family character of the neighborhood. It is noted that the subject does not meet the minimum lot area, minimum lot width, minimum yards, and street frontage required by the development standards; however, per conversation with Mark Orozzo with the Corpus Christi Planning and Zoning Department, the subiect lot is a non-conforming lot, but could be sold and developed as the lot was platted before the establishment of the current zoning standards. Table 4.3.3 Residential Development(single-family districts)DISTRICTS FR RE RS-22 R5-15 RS-10 RS-6 RS-4.5 Min Lot Area 5 ac. 1 ac. 22,000 15,000 10,000 6,000 4,500 ...................................... Min.Lot Width(Ft.) 150 100 75 50 50 50 45 Min.Yards(ft.) 25 25 20 Street 50 25 25 25 Street(corner) 25 25 See 4.2.10 Side(single) 25 15' 10 5 5 5 5 Side(total) 50 30, 20 10 10 10 10 Rear 25 15 10 5 5 5 5 Min.Open Space 30% 30% 30% 30% 30% Max.Height(ft.) 45 35 35 35 35 35 35 Easements / Encroachments The subject site is encumbered by typical utility easements. Due to the general location of these easements, they are not considered detrimental toward development and/or the site's overall marketability. No other detrimental easements and/or encroachments were noted upon physical inspection of the subject tract. It should be noted, however, that if a current survey map, or a registered surveyor determines that adverse easements exist, these factors might impact the market value and/or the marketability of the subject property. Therefore, it is assumed that no easements and/or encroachments exist, which would adversely affect the marketability or desirability of the site. CONCLUSION Given the physical characteristics, the subject site is capable of being developed with a residential use. PA 2024.04.139 PAGE 28 .�. . L _ - _- 1liole%ta Ctirwr •. Y ,y r I � _ Larrr�.c St a.. Hprn .. :,. , F A4nes SP' Agrics St kit Aqs ef.St II dd ] .. 1 relmY+Leiile';'.t II r A � M,rg,,ellte St - ,- i PA argue?it a Marguerrte.s't 71 MarySt d - Mrry Stoposq �. 17. R Pr- eIgh School ,Ir h omb St, . Moms St I Ivlaldonad'•o - Heatinq F Air Cc'cman Ave C Ieman --m Cs Inman Ave Coleman A'+e MIA& - N - + Ruth Si - _ W t •. l w # n 8 0 � k* r h . $ - SFO lid � ueces County �`" . f- mrnunity Action.. 4lakin w - Bj Idwin'Couris H Bald r�`iiir'TE0 r9s -A-L ` �'�� " The Sall Ian P.— Tne Salvation Arm ..._ P . pp u oty,�enfer _n w�ies� ftdl"" N.# . r *1 • ;n Wi gglnHomes- L ., • 248908 248927 1 228358 228354 248907 248928 248906 i 248929 248905 { 248930 A 248904 ' R 248931 248903 248932 i 248902 248933 �•' f' 248901 r` At pop i I SITE DESCRIPTION CORPUS CHRISTI•TEXAS VACANT LAND t�� I MARGUERITE ST -CN-1 ZONING I51a 2018 1_219 2215 2213 2209 2205 —2203 — ` - 512 — 514 rf� - � 51G — — — 429 rr 518 — 503. 52a 502 05 . .' 2025 20 14 2212 2210 2208L220'6521 522 S07 508 11 R � .526 l 511 H '528. 513 �— S BJECT -15� 2034 2a2s I �21 MARY ST � J 519 �} y 538 ! AAARY Z MARY 2031 —2029 2025 2 CI 2105 t 2032 202E I 2121 ST I 1 RM-3 CI Zoning:RS-6 2217 2211 _ ORDINANCE 032603 ORDINANCE1 11/15/2021 6:QD PM OVERLAY SPi21-07 `^ TAG RS-6 CASE—NUM 0921-02 LPA 2024.04.139 PAGE 31 n Howard 5tLJ s A?� y ■ Fit .. SA taiedo S, f7Te !a'a. :F CiJ ^ wrt r`: w,►Y A+�®r-s , ��% ak CC ' r "i, , ■ Mary .t st 'Y thaw`-t Mary .'2L tit-,�. (. f 1 orr i,, lf _ l.lf I r "•^-,_ l hM1cf '"54 v * :: rn:a j t,s' � Frr,,ir a•,N .. l+aril man`A+e !n 1 ' r J1h St' ;f KinsoMng Ct-�- 7�c° •_ �'°�v, �' a en _.•_ f Hanccrc4 Ave m A ,a. .' j ! Wiggins-Homes!O 4 r 43ufor`d!st � ter' ... - ,�,utsud tit a; ,R CHRISTi4S 5P-0 n ' ' ' ' • r Hpspital Corpus CFirisl sts... Hospital Slvd MwrganFAve- Morgan ✓�4 r�, s'i} '; 'J�' ! .-.'S 7sMW ! r r PROPERTY HISTORY CORPUS CHRISTI•TEXAS VACANT LAND PROPERTY HISTORY Ownership of the subject property is currently vested in the City of Corpus Christi, as evidenced by the county deed records.The subject was involved in a non-arm's length transaction on April 13,2023, in which the current owner was gifted the property from ERF Real Estate Inc. Given the non-arm's length nature of the transaction, the transaction is not analyzed herein. No other known real property transactions related to the subject property were reported in the three-year period prior to the date of this report. The subject is neither listed for sale, nor is it under contract of sale. The subject property is currently vacant land and is not leased. No other history was provided. The following is the county tax card for the subject: A Property Details A Property Values Property ID: 248902 Geographic ID:3775-0000-0020 Improvement Homesite Value: $0(+) Type: Real Zoning:IRS Improvement Non-Homesite Value: $0(+) Property Use: Land Homesite Value: $0(+) Land Non-Homesite Value: $15,960(+) Situs Address: 536 19th ST CORPUS CHRISTI,TX 78405 Agricultural Market Valuation: $0(+) Map ID: U-38 Mapsco: Legal Description: JASMIN LT 2 Value Method: C Abstract/Subdivision: S3775-JASMIN Market Value: $15,960(_) Neighborhood: EN251 Agricultural Value Los $0(-) Owner ID: 120357 Appraised Value: $15,960(=) Name: CITY OF CORPUS CHRISTI Homestead Cap Loss:O $0(-) Agent: Mailing Address: 1201 Leopard St Assessed Value: $15,960 Corpus Christi,TX 78401-2162 Ag Use Value: $0 %Ownership: 100.0% Exemptions: EX-XV-Other Exemptions(including public property,religious organizations,charitable organizations,and other property not reported elsewhere) For privacy reasons not all exemptions are shown online. PA 2024.04.139 PAGE 33 REAL ESTATE TAXES CORPUS CHRISTI•TEXAS VACANT LAND REAL ESTATE TAXES The subject property is located in Corpus Christi, Nueces County, Texas and is taxed based on values established by the county tax assessors.The tax rates are applied to the assessed value of the subject property, and the taxes for the subject property are then estimated.The taxes are estimated per$100 of assessed value. This property is subject to taxes for the City of Corpus Christi, Nueces County, and Corpus Christi Independent School District. The subject currently displays an assessment of $15,960 ($5.00/SF), which is considered reasonable for the property; however, the property displays an exemption of$10,101, resulting in a taxable value of$5,859,which is considered favorable for the subject given the following opinion of value, yet reasonable for use herein. Current taxes are calculated as follows: PROPERTY TAX CALCULATION Acct #:248902 Authority Assessed Value Rate /$100 Tax Liability City $5,859 $0.5997740 $35 County $5,859 $0.5624970 $33 School $5,859 $0.9690000 $57 $2.1312710 $125 LPA 2024.04.139 PAGE 34 HIGHEST&BEST USE CORPUS CHRISTI•TEXAS VACANT LAND HIGHEST & BEST USE The Appraisal Institute defines highest and best use as follows: "The reasonably probable and legal use of vacant land or an improved property, which is physically possible, appropriately supported, financially feasible, and that results in the highest value." The four criteria the highest and best use must meet are: PHYSICALLY POSSIBLE M LEGALLY PERMISSIBLE - What uses of the site in question are What uses are permitted by zoning and physically possible? deed restrictions? FINANCIALLY FEASIBLE'. MAXIMALLY PRODUCTIVE Among the financially feasible uses that Which possible and permissible uses will are physically possible and legally produce a net return to the owner of the permissible, which use will produce the site? highest net return or the highest present worth? There are two types of highest and best use studies. The first is the highest and best use of the land or site as though vacant. The second is the highest and best use of the property as improved. The highest and best use of land or a site as though vacant assumes that the parcel is vacant or can be made vacant by demolishing any improvements. The question to be answered in this analysis is: If the land is, or were vacant, what use should be made of it? The highest and best use of a property as improved pertains to the use that should be made of an improved property in light of its improvements. Should it be maintained as it is, or be renovated, expanded, demolished, or partly demolished? Should it be replaced with a different type or intensity of use, or should it be held as an interim use? The improvements should be retained as long as they have some value and the return from the property exceeds the return that would be realized by a new use, after deducting the costs of demolishing the old building and constructing a new one. PA 2024.04.139 PAGE 35 HIGHEST&BEST USE CORPUS CHRISTI•TEXAS VACANT LAND HIGHEST & BEST USE - AS VACANT Physically Possible The subject site is a 0.0733-acre (3,192 SF) tract of vacant land. The site is rectangular in shape. The address associated with the subject property is 536 19t" Street, Corpus Christi, Nueces County, Texas. Accessibility to the site is curb cuts along the traffic carrier. Overall,access is considered average.The property has all necessary utilities in place and is generally level in regards to topography. The site is primarily surrounded by residential uses and vacant land off of secondary streets and secondary commercial uses along primary thoroughfares.Access to the subject's neighborhood is considered good due to its location near area primary traffic carriers. The principle of conformity is an important consideration in determining the physically possible uses of a site. Conformity is the appraisal principle that holds that real property value is created and sustained when the characteristics of a property conform to the demands of its market. The styles and uses of the properties in an area may conform for several reasons, including economic pressures; the shared preferences of owners for certain types of structures, amenities, services; and the enforcement of uniform standards by zoning ordinances. Based on the subject's physical characteristics and the principle of conformity, the subject site would most likely be developed with a residential use. Legally Permissible The site is zoned "RS-6" - Single-Family 6 District by the City of Corpus Christi. According to city officials, this zoning has many residential or service uses.This zoning provides for a uniform set of standards for development, including parking and building setbacks. Other than zoning, no private deed restrictions were uncovered during a normal investigation, which would further limit the potential uses of the subject site. Nonetheless, a title policy is strongly suggested in order to guarantee the absence of adverse restrictions. No other legal restrictions or covenants were found to be imposed on the subject property at the time of the appraisal,which would further restrict its development. The research supports the physical indication that the site's most probable use, as if vacant, would be for some form of residential use. Financially Feasible & Maximally Productive The prior consideration of physically possible uses and legally permissible does not significantly narrow the use of the subject property. Based on market data presented in this report, it appears that residential development is likely feasible. After considering legal, physical and financial alternatives, it is our opinion that the highest and best use of the subject site, as if vacant, is for some sort of residential development. PA 2024.04.139 PAGE 36 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND LAND VALUATION The principles of real estate appraisal are basic to the sales comparison approach; however, one of the most important is the principle of substitution. "As applied to the sales comparison approach, the principle of substitution holds that the value of a property tends to be set by the price that would be paid to acquire a substitute property of similar utility and desirability." The sales comparison approach is a method of estimating market value whereby a subject property is compared with comparable properties that have sold recently. One premise of the sales comparison approach is that the market will determine a price for the property being appraised in the same manner that it determines the prices of comparable, competitive properties. Essentially, the sales comparison approach is a systematic procedure for carrying out comparative shopping. As applied to real estate, the comparison is applied to the unique characteristics of the economic good that cause real estate prices to vary. PA 2024.04.139 PAGE 37 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND III linwara 51 _l� .o K—Dd 6r xda 5t * Y Howard Sr ,..rAwelM1 51 COMP MAP k Mayhy Clr � .. Sou[hl ahtA br Eva. 'kem tn� A 5 wa.rem crr - 4ar St l.arr'i At, �Jry �"o _ yx<do SS tv A9de5 54 o Agues St �, �~ r tAar4uerhe 5 - m� SUBJECT NMarvse onarr5° a o" St Jos epn5 3 tau 5r H x Morns sr Catnnue Church 7 ~ a _ { z cale.aa++AwB a 7avala Flrnaentary COMP 7 _ _ ee` School Ar. 41 R T Q� 11 anc rxk A•r 'ap'e - 'S['datlo _6 a c nippy+a s+ 2 a mara s 4��ye auforr';+ a Navala 5+ - CW9 S+ 5-to El ens Sl m a Yn Fi spital'eled Th+ gam rr Elena Sl n ` N Calgn S+ � n Morgan Ave 5 Bif x " Segre e ayS y� t p10 ayt =COMP - wrsr pm C R HiFlo® v 2 4 BM er c; � 10 gp at9� ve J0 - o y D ' Qidaraw p`5 n 0 y a COMP 5 ss a Braniff sr A:+¢'e S[ �ry $ S+inaan St. y S � a �g'L wrlahrst a C urtl f c.St � t1F' a S ha Corpus Christ, cab rt State Li"in rj Deltt¢`r Falrchlld 5t HB sey3} Ci y y$dJF]$ ~hv 6r'sr l5 COMP S Rosa Sh a'N flememary a„ F: ,p 4ry sr � 4E, N Wr�e� ma.'Sr Hawk ear°,rp a ❑ bra Sr ��. � 5'0� 4�0 ,�� . 4 J H E B park S.ali:nas.Park �syr� sego B�v'ars, uw r� Del filar College -r Heritage Campus 41 i?. Marlin Mi3dle Srhool .� rsr r fyy mcq Ile Y Flome Rd PafR partm Park RPartmenls ; m a°y Catholic the King � ¢= Calholir Church� s L.M.5t .J Belt F.McDonald Pubic Library 81 `•` m4'A-51 >° y�M Social Security eqo, y te,. Adi-nm 5;ration dart LadpofPilnr S q�r +rave hnr s, , pal colic Church �V tic s,':nrn sr N Sr PA 2024.04.139 PAGE 38 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 1 bq � 1�7.i - I M Address 2842 Morris Street, Date of Sale Listing Corpus Christi, Texas Sales Price $29,000 Price Per Acre $202,118 PHYSICALPrice Per SF $4.64 Size (acres) 0.143 Size (SF) 6,250 Grantor: Ismael Jr& Crystal Marie Davila Zoning RS-6 Grantee: Listing Shape Generally Rectangular Recording Listing Topography Generally Level Confirmation Broker Utilities AIIAvailable The property is located along the north side of Morris Street,just to the west of Harmon Street. The property is not located within a designated flood zone. Source: Cori Diaz (361) 765-3312 LPA 2024.04.139 PAGE 39 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 2 1 ti 4 - � k r�1i C OJT, Gn Address 715 18th Street, Date of Sale April 11, 2024 Corpus Christi, Texas Sales Price $30,000 Price Per Acre $209,088 PHYSICALPrice Per SF $4.80 Size(acres) 0.143 Most Reverend William Michael Size(SF) 6,250 Grantor: Mulvey, as Bishop of the Catholic Diocese of Corpus Christi Zoning RM-3 Grantee: Thanksgiving Homes Shape Generally Rectangular Recording 2024012440 Topography Generally Level Confirmation Broker Utilities AIIAvailable The property is located along the west side of 18th Street,lust north of Coleman Avenue.The property is not located in a designated flood plain. Source: Rhonda Dowell (361) 549-1 148 PA 2024.04.139 PAGE 40 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 3 MME r' f l Address 2925 Rogers Street, Date of Sale February 22, 2024 Corpus Christi,Texas Sales Price $26,000 Price Per Acre $234,657 PHYSICAL DATA Price Per SF $5.39 Size(acres) 0.1 1 1 Size(SF) 4,826 Grantor: Shopklava, LLC Zoning RS-6 Grantee: Rogelio Hernandez&Monica Hernandez Rubio Shape Generally Rectangular Recording 2023033815 Topography Generally Level Confirmation Broker Utilities All Available The property is located at the southeast corner of Washington Street and Rogers Street.The property is not located in a designated flood plain. Source: Victor Saldana (361) 442-3470 PA 2024.04.139 PAGE 41 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 4 r g Address 1204 Sabinas Street, Date of Sale September 6, 2023 Corpus Christi, Texas Sales Price $1 1,000 Price Per Acre $202,263 PHYSICAL DATA Price Per SF $4.64 Size (acres) 0.054 Size (SF) 2,369 Grantor: Sri Reddy Zoning RS-6 Grantee: Jennifer Trevino Shape Generally Rectangular Recording 2023033815 Topography Generally Level Confirmation Broker Utilities AIIAvailable • The property is located along the east side of Sabinas Street,just south of Buford Street.The property is not located in a designated flood plain. Source: Jeremy Spear (361) 563-7047 PA 2024.04.139 PAGE 42 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND COMPARABLE 5 I lee 1 '10 , lump Address/ 1321 V erbena Street, Date of Sale January 24, 2023 Location Corpus Christi,Texas Sales Price $25,000 Price Per Acre $231,801 PHYSICAL DATA Price Per SF $5.32 Size(acres) 0.11 Size(SF) 4,698 Grantor: Consuelo Rivera Zoning RS-6 Grantee: Mayra Montemayor Shape Generally Rectangular Recording 2023002733 Topography Generally Level Confirmation Broker Utilities All Available • The property is located along the west side of Verbena Street,just south of Morgan Avenue.The property is not located in a designated flood plain. Source: Nora Hinojosa (361)558-5916 PA 2024.04.139 PAGE 43 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND LAND SALES SUMMARY The market data utilized for the basis of this analysis is considered the best available and indicative of current market trends for undeveloped land in the subject market area. Components that affect the sale price of vacant land are numerous, but the most prominent are property rights conveyed, terms, conditions of sale, market conditions, size, location, physical features, zoning and public utility availability. The following criteria and subsequent adjustment grid have been implemented in order to reconcile the quality and quantity of the data available and analyzed within this approach to value. Property Rights The adjustment for property rights conveyed recognizes that differences in legal interest or estate between the subject and the comparable properties may occur. In this analysis, all the sales occurred in fee simple title and therefore, no adjustments were made. Financing Terms The adjustment for cash equivalency takes into account the fact that the transaction price of the comparable property may not be equal to its cash equivalent price. All the sales utilized in this analysis were cash to seller transactions or transactions involving market financing, and no adjustment for cash equivalency was necessary. Conditions of Sale Adjustments for conditions of sale are intended to recognize motivations of the buyer and the seller that are unique to ordinary market conditions. All of the comparable market data utilized herein were arm's length transactions. With respect to this factor, Comparable 1 is an active listing and warranted a downward adjustment to account for negotiations from the asking price. Market Conditions Each of the previous sales have been given consideration for the lapse of time between the date of sale and the effective date of this appraisal. Sales that occur at times with inferior market conditions warrant upward adjustments to account for value gains, while sales that occur at times of superior market conditions warrant downward adjustments to account for value losses; sales that that occur at times with relatively similar market conditions warrant no adjustment as overall values have remained relatively stable.With respect to this factor, no adjustments were warranted. Location Differences in value occur due to varying degrees of accessibility, exposure and surrounding development to a site. Access is often determined by corner locations, natural barriers, ease of entrance on and off of major thoroughfares, etc. Surrounding development also plays an important part of locational influences for a property. With respect to this factor, no adjustments were warranted. LPA 2024.04.139 PAGE 44 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND Size Size is a factor that must be considered when comparing vacant land sales. Typically, but not always, larger tracts sell for a lower unit value. Therefore, when making comparisons on a per unit basis, such as price per unit, the larger tracts tend to be adjusted upward and the smaller tracts tend to be adjusted downward to accurately reflect the differences. With respect to this factor, materially larger tracts of land were adjusted upward accordingly, and materially smaller tracts of land were adjusted downward accordingly. Physical Features The overall site characteristics of each sale have been compared to the subject site. These include traits such as drainage, site preparation expense, topography, and configuration. Configuration, if irregular, may limit development. With respect to this factor, no adjustments were warranted. Utilities The availability of public utilities such as water, electric power and sanitary sewer service have an impact on property values since the non-availability of such utilities could restrict the overall development and/or potential use of an individual site.Therefore,when analyzing vacant land, it is important to determine whether or not public utilities are available. If they are not available, the appraiser must examine to what extreme a potential developer would have to go in gaining access to such services. With respect to this factor, no adjustments were warranted. Zoning Adjustments for zoning typically recognize the different densities and restrictions of different zoning classifications, as well as use potential, and directly relates these differences between the comparable sales and the subject property. The zoning classifications and/or use potential for the sales utilized are deemed similar to that of the subject. It should be noted that the subject does not meet the minimum lot area, minimum lot width, minimum yards, and street frontage required by the development standards; however, per conversation with Mark Orozzo with the Corpus Christi Planning and Zoning Department, the subiect lot is a non-conforming lot, but could be sold and developed as the lot was platted before the establishment of the current zoning standards. Comparable 1 and 2 conform with the zoning standards; however, no premium is observed on the market. With respect to this factor, no adjustments were warranted. PA 2024.04.139 PAGE 45 LAND VALUATION CORPUS CHRISTI•TEXAS VACANT LAND CONCLUSION In the final analysis of the subject property, similar weight was given to all of the sales. The following is the adjustment table with the concluded opinion of value via the Sales Approach. L SUBJECT 1 2 3 4 5 Date Current Listing Apr-24 Feb-24 Sep-23 Jan-23 Sale Price $29,000 $30,000 $26,000 $11,000 $25,000 SIZE-SF 3,192 6,250 6,250 4,826 2,369 4,698 Unit Price($/SF) $4.64 $4.80 $5.39 $4.64 $5.32 TRANSACTION ADJUSTMENTS Similar Similar Similar Similar Similar Property Rights Fee Simple 0% 0% 0% 0% 0% $4.64 $4.80 $5.39 $4.64 $5.32 Cash Cash Cash Cash Cash Financing Terms Cash 0% 0% 0% 0% 0% $4.64 $4.80 $5.39 $4.64 $5.32 Listing Normal Normal Normal Normal Conditions of Sale Arm'sLength -5% 0% 0% 0% 0% $4.41 $4.80 $5.39 $4.64 $5.32 Listing Apr-24 Feb-24 Sep-23 Jan-23 Market Conditions Current 0% 0% 0% 0% 0% $4.41 $4.80 $5.39 $4.64 $5.32 PROPERTY ADJUSTMENTS Similar Similar Similar Similar Similar Location Average 0% 0% 0% 0% 0% 6,250 6,250 4,826 2,369 4,698 Size SF 3,192 10% 10% 5% -5% 5% Physical Features Average Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Utilities Available Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Zoning IRS-6 Similar Similar Similar Similar Similar 0% 0% 0% 0% 0% Total Adjustment 10% 10% 5% -5% 5% Adjusted$/SF $4.85 $5.28 $5.66 $4.41 $5.59 Adjusted Mean$/SF IL $5.16 A value generally in-line with the mean is considered well supported. Concluded $5.15 Unit Value Land Size(SF) 3,192 Value Indication $16,439 Concluded Value 06,000 LPA 2024.04.139 PAGE 46 MARKETING/EXPOSURE TIME CORPUS CHRISTI•TEXAS VACANT LAND MARKETING / EXPOSURE TIME Consideration has been given to a reasonable estimated exposure and marketing period estimate for the subject property. Exposure Time as it relates to the subject is utilized in establishing market value. The Comment to Standards Rule 1-2 (c) of USPAP states that when estimating market value, the appraiser should be specific as to the estimate of exposure time linked to the value estimate. Reasonable exposure time is one of a series of conditions in most market value definitions. Exposure time is always presumed to precede the effective date of the appraisal. Exposure time may be defined as follows: the estimated length of time the property interest being appraised would have been offered on the market prior to the hypothetical consummation of a sale at market value on the effective date of the appraisal. Marketing Time is a function of various factors including, prevailing market conditions, the price of the product being marketed, the competitive position of the property in the market, and the amount and quality of marketing effort allocated to the property. It is strongly emphasized that the appraisers have no control of the aforementioned factors, nor can the appraisers anticipate or predict any of them. Therefore, it assumed that the property will receive an adequate marketing effort. Therefore, an estimated marketing period of 12 months or less and an exposure time of 12 months or less is considered reasonable. PA 2024.04.139 PAGE 47 ASSUMPTIONS&LIMITING CONDITIONS CORPUS CHRISTI•TEXAS VACANT LAND ASSUMPTIONS & LIMITING CONDITIONS "Report"signifies the appraisal or consulting report and its conclusions,to which these Assumptions and Limiting Conditions are annexed. "Property"signifies the subject of the Report. "LPA"means Lowery Property Advisors, LLC,or its subsidiary that issued the Report. "Appraiser(s)"means the employee(s) of LPA who prepared and signed the Report. The Report has been made subject to the following assumptions and limiting conditions: • Unless otherwise specifically noted in the body of the report,it is assumed that the title to the property or properties appraised is clear and marketable and that there are no recorded or unrecorded matters or exceptions to title that would adversely affect marketability or value.LPA is not aware of any title defects nor has it been advised of any representations relative to the condition of the title. LPA has not reviewed any documents dealing with liens, encumbrances, easements, deed restrictions, clouds and other conditions that may affect the quality of the title. Insurance against financial loss resulting in claims that may arise out of defects in the subject's title should be sought from a reputable title company which specializes in real property. • Unless otherwise stated in this report,the existence of hazardous material,which may or may not be present on the property was not observed by the appraisers. LPA has no knowledge of the existence of such materials on or in the property. LPA, however,is not qualified to detect such substances. The presence of substances such as asbestos, urea formaldehyde foam insulation, contaminated groundwater or other potentially hazardous materials may affect the value of the property.The value estimate is predicated on the assumption that there is no such material on or in the property that would constitute a loss in value. No responsibility is assumed for any such conditions, or for any expertise or engineering knowledge required to discover them. The client is urged to retain an expert in this field,if desired. LPA has inspected as thoroughly as possible by observation. However,it was impossible to personally inspect conditions beneath the soil.Therefore,no representation is made as to these matters unless specially considered in the appraisal. • The property is appraised free and clear of any or all liens or encumbrances unless otherwise stated. • Responsible ownership and competent property management are assumed. • The information furnished by others is believed to be reliable. However,LPA gives no warranty for its accuracy. • LPA assumes that all engineering is correct.The plot plans and illustrative material in this report are included only to assist the reader in visualizing the property. • If provided, the estimated insurable value is included at the request of the client and has not been performed by a qualified insurance agent or risk management underwriter.The cost estimate should not be solely relied upon for insurable value purposes. The appraisers are not familiar with the definition of insurable value from the actual insurance provider, the local government underwriting regulations,or the types of insurance coverage available.LPA has followed traditional appraisal standards to develop a reasonable calculation based upon industry practices and industry accepted publications such as the Marshall Valuation Service handbook.Actual construction costs can vary greatly from this estimate.These factors can impact cost estimates and are beyond the scope of the intended use of this appraisal. The appraisers are not cost experts in cost estimating for insurance purposes. • LPA assumes that there are no hidden or unapparent conditions of the property, subsoil, or structures that render it more or less valuable.No responsibility is assumed for such conditions or for arranging for engineering studies that may be required to discover them. • It is assumed that there is full compliance with all applicable federal, state and local environmental regulations and laws unless noncompliance is stated,defined,and considered in the Appraisal Report. • All applicable zoning and use regulations and restrictions are assumed to have been complied with, unless a nonconformity has been stated,defined,and considered in the Appraisal Report. • Required licenses, certificates of occupancy, consents, or other legislative or administrative authority from any local, state, or national government or private entity or organization are assumed to have been or can be obtained or renewed for any use on which the value estimate contained in this report is based. LPA 2024.04.139 PAGE 48 ASSUMPTIONS&LIMITING CONDITIONS CORPUS CHRISTI•TEXAS VACANT LAND • The utilization of the land and improvements is assumed to be within the boundaries or property lines of the property described and that there is no encroachment or trespass unless noted in the report. • All information, comments and conclusions pertaining to subject and other properties described represent the opinion of the appraiser formed after a personal examination of each. • The appraiser has no interest,present or prospective,in the subject property. • Sketches in this report are included to assist the reader in visualizing the property. • LPA assumes that there are no hidden or unapparent conditions of the appraised property,which would render it more or less valuable. Furthermore, the appraisers assume that there are no potentially harmful asbestos or other materials and/or site contaminants in, on, or near soil,subsoil,or structure of the appraised property and that there has been no disposal, discharge, leakage, or spillage of pollutants or contaminant which would render it more or less valuable,whether or not these materials or contaminants are apparent or hidden and unapparent. • No responsibility is assumed by the appraisers for these conditions. In addition, no responsibility is assumed by LPA for the cost of engineering and/or laboratory studies which might be required to discover such materials or contaminants. And no such engineering or laboratory studies have been ordered for the appraised property. • Disclosure by the appraiser of the contents of this Appraisal Report is subject to review in accordance with the by-laws and regulations of The Appraisal Institute. • The distribution,if any,of the total valuation in this report between land and improvements applies only under the stated program of utilization.The separate allocations for land and buildings must not be used in conjunction with any other appraisal and are invalid if so used. • Possession of this report, or a copy thereof, does not carry with it the right of publication, unless prior arrangements have been made. • The appraiser,by reason of this appraisal,is not required to give further consultation,testimony,or be in attendance in court with reference to the property in question unless arrangements have been previously made. • Neither all nor any part of the contents of this report (especially any conclusions as to value,the identity of the appraiser,or the firm with which the appraiser is connected) shall be disseminated to the public through advertising,public relations, news,sales, or other media without prior written consent and approval of the appraiser. • This appraisal was made in accordance with the Code of Professional Ethics and Uniform Standards of Professional Appraisal Practice as promulgated by the Appraisal Foundation and the Appraisal Institute. • Acceptance of and/or use of this report constitutes acceptance of all assumptions and limiting conditions stipulated. • The Americans with Disabilities Act("ADA") became effective January 26, 1992. LPA has not made a specific compliance survey and analysis of this property to determine whether or not it is in conformity with the various detailed requirements of the ADA. It is possible that a compliance survey of the property,together with a detailed analysis of the requirements of the ADA,could reveal that the property is not in compliance with one or more of the requirements of the Act.If so,this fact could have a negative effect upon the value of the property. Since we have no direct evidence relating to this issue, we did not consider possible non-compliance with the requirements of ADA in estimating the value of the property. • Unless otherwise noted in the body of the report, it is assumed that there are no mineral deposits or subsurface rights of value involved in this appraisal,whether they are gas,liquid,or solid. Nor are the rights associated with extraction or exploration of such elements considered unless otherwise stated in this Appraisal Report. Unless otherwise stated,it is also assumed that there are no air or developments rights of value that may be transferred. • By use of this Appraisal Report,each party that uses this Appraisal Report agrees to be bound by all of the Assumptions and Limiting Conditions,Hypothetical Conditions and Extraordinary Assumptions stated herein. LPA 2024.04.139 PAGE 49 CERTIFICATION CORPUS CHRISTI•TEXAS VACANT LAND CERTIFICATION We certify to the best of our knowledge and belief: • The statements of fact contained in this report are true and correct. ■ The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and is our personal,impartial and unbiased professional analyses,opinions,and conclusions. • We have no present or prospective interest in the property that is the subject of this report and have no personal interest in or bias with respect to the parties involved with this assignment. ■ Our engagement in this assignment was not contingent upon developing or reporting predetermined results. • We have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment. • Our compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client,the amount of the value opinion,the attainment of a stipulated result or the occurrence of a subsequent event directly related to the intended use of this appraisal. ■ Our analyses,opinions,and conclusions were developed,and this report has been prepared in conformity with the Uniform Standards of Professional Appraisal practice, as well as the State of Texas. • Jeffrey K Walters made a personal inspection of the property that is the subject of this report. Mario Caro, MAI, AI-GRS, SR/WA, Brian Bormann,and Benjamin Saunders did not make a personal inspection of the property that is the subject of this report. ■ No one provided significant real property appraisal assistance to the person(s) signing this certification. ■ This appraisal assignment was not based upon a requested minimum valuation, a specific valuation, or the approval of a loan. • As of the date of this report, Mario Caro, MAI, AI-GRS, SR/WA, has completed the continuing education program for Designated Members of the Appraisal Institute. Moreover, the reported analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the requirements of the Code of Professional Ethics & Standards of Professional Appraisal Practice of the Appraisal Institute,which include the Uniform Standards of Professional Appraisal Practice. • As of the date of this report, Jeffrey K Walters has completed the Standards and Ethics Education Requirements for Candidates of the Appraisal Institute ■ The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives. ■ We have not provided any services, as an appraiser, or in any other capacity, regarding the property that is the subject of this report within a three-year period immediately preceding acceptance of this assignment. MARIO CARO,MAI,AI-GRS, SR/WA BRIAN BORMANN Certificate No.TX1334889-G Certificate No.TX1381 102-G BENJAMIN SAUNDERS JEFFREY K. WALTERS Certificate No.TXI381348-G Certificate No.TX1380924-G LPA 2024.04.139 PAGE 50 ADDENDUM CORPUS CHRISTI•TEXAS VACANT LAND ADDENDUM LPA 2024.04.139 PAGE 51 MARIO CARO, MAI, AI-GRS, SR/WA SAN ANTONIO OFFICE EXPERIENCE Mario Caro has served as Senior Managing Director of LPA Son Antonio since 2016. LPA 100 NE Loop 410#1350 is a commercial appraisal and consulting firm completing a wide range of projects San Antonio,Texas 78216 throughout the southwest. Property types include, but are not limited to office, retail, industrial, multi-family, mixed-use, self-storage, hotel/motel, car washes, vacant land, daycare,subdivisions, and special use. direct 210.528.1491 mario@lowerypa.com Mario began his appraisal career in 2001 with a regional appraisal company in Houston and specialized in right-of-way and eminent domain appraisal on public and private projects nationwide. In 2005, he returned to his hometown in San Antonio and joined a boutique appraisal firm providing right-of-way and commercial valuation.After 10 years, he transitioned to a global real estate firm where he developed their Texas right-of-way /litigation support practice and appraised commercial properties for lending purposes. Mario has over 20 years of experience appraising for litigation and legal support matters in both federal and state courts.Numerous clients, including public agencies, attorneys, title companies,and lenders nationwide have relied on his expertise in an appraiser and review appraiser capacity. Maria has provided expert witness testimony and support on a variety of property types for public transportation,utility and recreational corridors,and drainage facilities. PROFESSIONAL ASSOCIATIONS • Appraisal Institute International Right-of-Way Association -Designated Member(MAI,AI-GRS) -Designated Member(SR/WA, R/W-AC) •3rd Director, Region VIII -President 2022-2023,South Texas President 2022,South Texas Chapter -Vice President 2021-2022,South Texas •First and Second Vice President 2021 -Treasurer 2020-2021,South Texas 8t 2020, South Texas Chapter -Secretary 2019-2020,South Texas -Treasurer 2019, South Texas -Activities Chair 2012-2013, South Texas -Secretary 2018,South Texas •National Nominating Committee Alternate 2023, Region Vill •Regional Rep 2020-2021,South Texas •Education Chair 2020,South Texas -Alternate Regional Rep 2014-2019, South Texas Chapter -Candidate Guidance Chair 2014-2019,South Texas Chapter '/ �Jv Certified General LICENSES EDUCATION TALCS Real Estate Appraiser Texas General Appraiser BS—Texas A&M University—Agribusiness 1334889-G Appraiser: MARIO ANTONIO CARP Coursework for MAI designation License a! Tx 1334989 G License Expires;OS/31/202S New Mexico General Appr. REA-2023-0077 Coursework for SR/WA designation Having provided satisfactory evidence W the pualifitations required by the Texas Appraiser Licensing and Certifitatian Act,Ocwpations Coursework for AI-GRS designation Code,Chapter11Q3,authorlaatlon isaranted to usethlstltk: Cerdfled General Real Estate Appralser =- Coursework for Rf W-AC designation For addition a l lrlorrnatlon or to file a complaint please contact TALCS at www.talcb.texas.gov, 5L • i lowerypaxom BRIAN BORMANN SAN ANTONIO APPRAISAL 1 DEAL ESTATE EXPERIENCE 100 NE Loop 410 February 2022 to Present; Director at,LPA-Son Antonio Suite 1350 San Antonia,Texas 78216 June 2021 to January 2022,Senior Associate at LPA-Son Antonio June 2019 to May 2021; Associate at LPA-Son Antonio cell 210.528.1555 ofc 210.390.0492 x 403 May 2018-May 2019:Summer Associate at LPA-San Antonio brian@lcwerypo.com Types of properties appraised include. office, retail, industrial, multi-family, mixed-use developments, self-storage, auto service, hotel, car wash, restaurants, vacant land, special use, and other types of commercial properties. EDUCATION BBA Finance-Texas A&M University MS Real Estate-Texas A&M University Successfully completed the following courses administered by McKissock Appraisal Education ■ Basic Appraisal Principles • Basic Appraisal Procedures ■ Texas Supervisor-Trainee Course • 15 hour National USPAP Course ■ General Report writing and Case Studies • General Sales Comparison Approach ■ General Appraiser Site Valuation and Cost Approach Successfully completed the following applicable courses at Texas A&M University: ■ Real Estate Decision Making • Real Estate Investment Analysis ■ Real Property Analysis • Real Property Valuation ■ Commercial Real Estate Law ■ Market Analysis for Real Estate Development ■ Real Estate Analytics ■ Land Economics • Land Development Practice ■ Design and Development Economy ■ Real Property Finance ■ Analysis of Real Estate Decisions ■ Real Estate Development Analysis LICENSE Certified General Texas General Appraiser T•ALCBh Real Estate Appraiser TX-1 381102-G ..�. Appraiser; Man Ray Bormann License g; TX L331102 G License Expires:06/30/2025 H..%pe wdsaPkfa[tory erwerste W Me qua dA v—regd d nT rM Tsai Appraripr Lte sa cMdw fim adr,ar pagn Loos,ehaprer 3463,ntAnruaero ngearHe4 muse anrs ntk. C'". rtrafR hkale Appraiu _ for add,tional,rit hnn wto file a eo"wt pkm ooataet Ta A—takb.We _R_ • A f BENJAMIN SAUNDERS SAN ANTONIO APPRAISAL 1 REAL ESTATE EXPERIENCE 100 NE Loop 410 August 2023 to Present;.Senior Associate at LPA-San Antonio Suite 1350 San Antonio,Texas 78216 July 2021 to July 2023;Associate at[PA-San Antonio Types of properties appraised include: office, retail, industrial, multi-family, mixed-use cell 210.293.7962 developments, self-storage, auto service, hotel, car wash, restaurants, vacant land, oft 210.390.0492 x 404 special use,and other types of commercial properties. bsaunders@lowerypcl.com EDUCATION BA-History-Texas Tech University Successfully completed the following courses administered by Champions Appraisal Education and McKissock Appraisal Education: • Basic Appraisal Principles ■ Basic Appraisal Procedures • 15-hour National USPAP Course ■ General Sales Comparison Approach ■ General Appraiser Site Valuation and Cost Approach ■ General Appraiser Income Approach ■ General Appraiser Market Analysis Highest and Best Use ■ General Report Writing and Case Studies ■ Statistics, Modeling, and Finance ■ Appraisal Subject Matter Electives • Texas Supervisor Trainee Course ■ Commercial Appraisal Review ■ Expert Witness for Commercial Appraisers Certified General TALCB Real Estate Appraiser LICENSE EKIb■Pp•AtiE4 tIGE 5i•G• Texas General Appraiser Appraiser: Benjamin Wade Saunders TX-1381348-G License#: T%1381348 G License Expires:08/31/2025 Having provided satisfactory evidence oft he qualifications required Ay th e Texas appraiser u tensing and Lertificatlo n nct,occupations code,chapter 1103,authorization Is granted to use this title: Certified General Real Estate Appraiser ch■Iru Buddrdtr For addn ion"I information or to file a complaint please contact mice tommisalaner at www.taicb,texas.gov. UQ L • . lowerypa.com JEFFREY K. WALTERS CORPUS CHRISTI OFFICE EXPERIENCE 800 North Shoreline Boulevard, March 2020 to Present; Director at Lowery Property Advisors, LLC Corpus Christi, Texas 78401 August 2016 to February 2020; Certified Appraiser at Allen, Williford&Seale Inc. direct 361.232.4700 Types of properties appraised include: office, retail.. industrial, agricultural, mixed-use developments, restaurants, hotels, marinas, day cares, subdivisions, apartments, car jeff@lowerypa.com washes, land, and other types of special use commercial properties, partial acquisitions and eminent domain/condemnation related appraisals. EDUCATION BBA-Finance. Economics Minor-Texas A&M University 2016 Successfully completed the following courses offered by The Appraisal Institute and McKissock: • Basic Appraisal Principles • Basic Appraisal Procedures Uniform.Standards of Professional Appraisal Practice • Real Estate Finance,Statistics, and Valuation Modeling • General Appraiser Income Capitalization Approach-I • General Appraiser Income Capitalization Approach-II • General Appraiser Sales Comparison Approach • General Appraiser Site Valuation and Cost Approach • General Appraiser Report Writing and Case Studies • General Appraiser Market Analysis and Highest and Best Use • Expert Witness Testimony • Commercial Appraisal Review • Appraisal of Assisted Living Facilities • Appraisal of Industrial and Flex Buildings Other applicable courses: • Real Estate Decision Making-Texas A&M • Real Estate Finance-Texas A&M • Real Estate Investment Analysis-Texas A&M PROFESSIONAL ASSOCIATIONS •Appraisal Institute-South Texas Chapter •IRWA-San Antonio Chapter/Corpus Christi Founding Member !/ * \\ Certified General T'ALCB Real Estate Appraiser LICENSES r.•�. •�-• Appraiser: Jefrrey Kyle Walters Texas General Appraiser License#: ne 13M24 G License Expires:09/30/2025 1380924-G Oklahoma General Appraiser by theeTero App'.rixteLle—ingwd of the Act,0-pats ed v PPraiser.Lleans:n and certircaliun Act,ouwP+tl— Code,Chapter 1103.authorization is granted to use this title: _ 13497CGA Certrthed General Real Estata Appraiser �....a•d hd. Fur addlorul inturnadun ur to nM a carnptarnt ptaasr canratl iAtCB raa..ea,va.. at www.talcb tcs as.gov. FP • a lowerypa.com cdcb 4/29/2024 Keren Costanzo Planning Manager Planning&Community Development 1201 Leopard St. Corpus Christi,TX 78401 RE: Letter of Board Support,cdcb I come dream.come build. Dear Ms.Costanzo, It is with pleasure that we submit this letter of support in the name of the Board of Directors for cdcb I come dream.come build.The board of directors is aware and in full support of the Former Lamar Elementary Site and the Nearby Neighborhood Parcels Project. Nick Mitchell-Bennett, CEO of cdcb has kept the board abreast of the process with monthly updates. As well,cdcb has created the Coastal Bend Community Advisory Board(CBCAB). This Advisory Board is chaired by cdcb Board Member,Judy Telge of Corpus Christi. The CBCAB meets monthly to review projects and to give local insight and direction. cdcb has had a highly successful 50-year history here in the Rio Grande Valley. cdcb develops and/or finances an average of 150 housing units each year and we are looking forward to bringing of success to Corpus Christi. cdcb has been trying for years to engage with the City of Corpus Christi and we are so excited to launch a successful project for the residents of Corpus Christi. If you have any questions, please feel free to reach out to me. I can be reached at lynette ben avidezayahoo_com. Sincerely, Lynette Benavidez, Cdcb Board Chairperson O N •r+ O ( N N N � � � V U w w a� � cn F� N U O Q U Q N O i O = bn f6 O i c m Q N O 'N N 0O0 0- C E O E W N O E N �..� 0 O m � � � N • � U > O o �� f6 m m (/) Ucu 0- i Lu N N N O • � O Q N N _ � N Q CaA O ca ate-+ cu N f6 `~ +•+ i N V W N 'n 0 . . >� >, O N t O cn eq E U N a E +•+ C2A N N • • E •L O > cc M Q m rq U cm i E 4 > N O cm G1 N O > O Q N N N bn O N O (D � QCL Q kn C — ~ 2 A A A A A M r. A' i O 4� 1 1 , 'ti'ti 11 S T -j 4 0 \\ M �- - ® [— : £ u \ ( \ § \ ! o � - » § � � �� q ) e \ \ ) \ A LL, 4rL ■ - 0 CL \ � ■■_ �� o _ NU U L U U U U U (6 (6 (U6 (6 (6 (6 (6 (6 l.f) l.f) a l0 Lr) l0 O O O O O O O O V J V U U U D U r E cm E E cm E 2 D U = D U _ E L m L m > O a") E > O N E Q = 4 Q O Y O : E t O V) t O N i of GJ � S N U L � U � L L r) �+ � L O .O L Q N N Q� L �U co U . ^ � O rl rq O Q O O U J H C6 L!) L W N 0 � N O v a 06 oe$ O 3 U N � N m O N N M � O O O V .V O X 4-+ O O O O u H m m m O G! 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O ca }' in Lin o w o N x ca N E L = O ca O N N C N m ca u = a� rn O ca o � O L • • 6 4- • cti • O a1 � S cl �o 0 � µCORPOOI AGENDA MEMORANDUM 1852 Action Item for the City Council Meeting June 11, 2024 DATE: June 11, 2024 TO: Peter Zanoni, City Manager FROM: Brandon Wade, Fire Chief Bra ndonW(a-)-cctexas.com (361) 826-3935 Josh Chronley, Assistant Director of Finance-Procurement JoshC2a-cctexas.com (361) 826-3169 Upfitting of Three Medic Units for the Corpus Christi Fire Department CAPTION: Motion authorizing a 20-month agreement with Frazer, Ltd., of Alvin, Texas, through the BuyBoard Cooperative, for the upfitting and installation of parts and equipment for three replacement Medic Units for the Corpus Christi Fire Department in an amount up to $895,250.00, with FY 2024 funding from the General fund. SUMMARY: Motion authorizing a 20-month agreement with Frazer, Ltd., of Alvin, Texas, through the BuyBoard Cooperative, for the upfitting and installation of parts and equipment for three replacement Medic Units for the Corpus Christi Fire Department in an amount up to $895,250.00, with FY 2024 funding from the General fund. BACKGROUND AND FINDINGS: This agreement includes the purchase of upfitting kits for three replacement FY 2024 F-450 medic units. The upfitting kits will include equipment and accessories such as lights, sirens, cameras, bumpers, paint, radio equipment, power sources, and a New Stryker Power-LOAD System. This item is an FY 2024 Budget Initiative, with funds allocated for the purchase of upfitting three replacement medic units. Currently, CCFD's fleet has 14 front line medic units. With the approval of this purchase, it will allow the rotation of three current front-line medic units to our reserve fleet. The three medic units that will be rotated to the reserve fleet are each over 11 years old. This will help CCFD continue providing a sufficient and reliable reserve fleet. Maintaining a dependable fleet of reserve units helps to increase overall fleet capacity and to maintain response times. Below is a chart signifying the 14 CCFD fire stations with front line medic units. Station Address Medic Unit Council District 1 514 Belden 78401 Yes 1 2 13421 Leopard St 78410 Yes 1 3 1401 Morgan Ave 78404 Yes 1 4 2338 Rodd Field Rd 78414 No 4 5 3105 Leopard St 78408 No 1 6 6713 Weber Rd 78413 Yes 3 7 3722 S Staples St 78411 Yes 2 8 4645 Kostor z Rd 78415 Yes 2 9 501 Navigation Blvd 78408 Yes 1 10 1550 Horne Rd 78416 Yes 3 11 910 Airline Rd 78412 Yes 4 12 2120 Rand Morgan Rd 78410 Yes 1 13 1802 Waldron Rd 78418 Yes 4 14 5901 S Staples St 78413 Yes 3 15 14202 Commodores Dr 78418 Yes 4 16 8185 State Hwy 361 78418 No 4 17 6869 Yorktown 78414 Yes 5 18 6226 Ayers St 78415 No 3 PROCUREMENT DETAIL: This procurement is through the BuyBoard Cooperative. Contracts awarded through the BuyBoard Cooperative have been competitively procured in compliance with local and state procurement requirements. The table below shows that Frazer, LTD. through the BuyBoard Cooperative offers cost savings of approximately 1% as compared to the HGAC Buy Cooperative for like base model and options. Additionally, the cooperative fee for the BuyBoard purchase orders is $200 less than HGAC. BuyBoard HGAC Description Base Rate per Base Rate per Variance Variance $ Unit Unit /o Base Price - Type 1 F-450 $124,120.00 $125,103.88 0.79% $983.88 Added options $174,030.00 $174,030.00 0% $0 Cooperative Fee $800.00 $1,000.00 25.00% $200.00 ($266.67 per unit) ($333.33 per unit) ($66.66 per unit) Total (Per unit) $298,416.67 $299,467.21 0.352% $1,050.54 ALTERNATIVES: The alternative is to not purchase the additional medic units and continue to utilize less reliable, reserve medic units. However, with the increase in emergency services calls over the past year, using the less reliable reserve medic unit is not recommended. FISCAL IMPACT: The fiscal impact for CCFD in FY 2024 is an amount of $895,250.00 which will be paid through the General Fund. This item is an FY 2024 Budget Initiative, with funds allocated for the purchase of upfitting three replacement medic units. FUNDING DETAIL: Fund: 1020 General Fund Organization/Activity: 35100 City Ambulance Operations Department: 10 Fire Department Project # (CIP Only): N/A Account: 550020 Vehicles & Machinery Amount: $895,250.00 RECOMMENDATION: Staff recommends approval of this motion authorizing execution of an twenty-month service agreement for upfitting, manufacture, installation of parts, and equipment on three medic units for the Fire Department, as presented. LIST OF SUPPORTING DOCUMENTS: Service Agreement Price Sheet City of Corpus Christi Service Agreement for 3 Medic Units Contracts and Procurement Upfitting on provided F-450 Chasis Sr. Buyer: Marco Lozano Services for CCFD BuyBoard Cooperative#650-21 `Cha; Type 112'on Customer Provided Chassis $124,120.00 Published Options 1 Chassis//Heat Shielding//Heat Shielding $1,750.00 2 Chassis//Paint//Paint One Color $5,500.00 3 Chassis//Suspension//LiquidSpring on Rear Axle $12,000.00 4 Chassis//Running Boards//ArcRite Running Board w/SureGrip $1,250.00 5 Chassis//Paint//Repaint Wheel Set $2,000.00 6 1 Chassis//Grille Guard//Black Ranch Hand Grille Guard/Full Replacement with $1,500.00 7 Chassis//Air Horn System//Dual 10"&12"Air Horns $1,250.00 8 Remount Module//Cladding//Furnish&install stainless steel squad bench $1,000.00 9 Module//Conspicuity//Conspicuity on the Rear of the Module in a Chevron $1,750.00 10 Module//Exterior//Striping and lettering//Pricing// Striping and lettering- $3,000.00 11 Module//Hold-Open//Gas Hold-Opens on Compartments $1,000.00 12 1 Chassis//Air Horn System//Operated with Momentary Switch $100.00 13 General//All products listed in the current Stryker/Physio-Control List Price Book $75,375.00 14 Module//Captain's Chair//Valor Captain's Chair with Child Safety $2,000.00 15 Module//PowerSource//MEPS $15,000.00 16 Module//Paint//Non White 12' $2,250.00 17 Chassis//Air Horn System//Standard Compressor $750.00 181 General//All products listed in the current Whelen Automotive Distributor Price $5,500.00 191 Module//Cabinets//Double Squad Bench Cabinet $750.00 20 Module//Glove box/Handrail//Glovebox/Handrail Combo at the Squad Bench $350.00 21 Module//Acrylic//22 Pocket Acrylic Holder $750.00 22 Module//Shorepower//Dual 20/30 Kussmaul $750.00 23 General//All products listed in the current Whelen Automotive Distributor Price $6,500.00 24 Module//Compartments//1/0 Access to rear storage $250.00 251 Module//Coat Hooks//4 Coat Hooks $200.00 26 Module//Tint//Limo Tint on Entry Doors $350.00 27 Chassis//Security//Anti-theft System $750.00 28 General//12VDC//12VDC $150.00 29 Module//Action Wall//(2)Dual USB $250.00 24 Module//Cylinder Holder//2 High D Cylinder Holder $250.00 25 General//Misc OEM Equipment not listed above,cost(to include shipping)+$500 $1,750.00 26 Chassis//Console//Single Map Holder with Cup Holder on the Rear of Console $350.00 27 Module//Restraint//6pt Harness(each)(includes structure) $500.00 28 Module//Restraint//6pt Harness(each)(includes structure) $500.00 Total Published Options $147,375.00 Unpublished Options 1 Install Customer Provided Radio Equipment $1,500.00 Furnish&Install FireTech Mini-Brow Light(FT-MB-27-FT-W)on Front Wall wired to 2 switch on console $2,200.00 3 Furnish&Install Plastix Plus console with cut-outs configured per Quote 11664 $3,500.00 4 Furnish&Install Transafe Power Load Compatible Floor Mount Kit $6,750.00 5 Travel for Inspection&Delivery to Corpus Christi $3,900.00 Run 12VDC wiring and Cat-5 cable for future installation of Knox KeySecure from forward action wall to electrical cabinet&install cradlepoint modem in electrical compartment 6 $1,975.00 7 Install Customer Provided MedVault $750.00 8 Furnish&Install Lind power Supply below map holder on chassis rear wall $475.00 9 CPI processing fees $2,030.00 10 Price Difference in 12'vs 12 XT $3,575.00 Total Unpublished Options $26,655.00 Base Price $124,120.00 Published Options $147,375.00 Unpublished Options $26,655.00 Subtotal(1) $298,150.00 Extended Total(3) $894,450.00 Buyboard Fee $800.00 Grand Total $895,250.00 DocuSign Envelope ID:89D62276-5B37-467D-9283-69ECF9DB50F6 �Us G� CO-OPERATIVE PURCHASE AGREEMENT NO. 152261 U Upfitting of Three Medic Units for Fire Department yCaeaoRp 1852 THIS Upfitting of Three Medic Units for Fire Department Co-operative Purchase Agreement ("Agreement") is entered into by and between the City of Corpus Christi, a Texas home-rule municipal corporation ("City") and Frazer, LTD ("Contractor"), effective upon execution by the City Manager or the City Manager's designee ("City Manager"). 1. Co-operative Agreement. Contractor has agreed to provide Upfitting of Three Medic Units for Fire Department in accordance with its agreement with Buyboard #650-21 (the "Co-operative Agreement"), which is incorporated by reference herein as if set out here in its entirety. In the event of a conflict between this Agreement and the Co-operative Agreement, this Agreement shall govern to the extent allowed by the Co-operative Agreement. 2. Scope. Contractor will provide Upfitting of Three Medic Units for Fire Department in accordance with the attached Statement of Work, as shown in Attachment A, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. 3. Term. The Term of this Agreement is twenty months beginning on the date provided in the Notice to Proceed from the City's Procurement Division. The parties may mutually extend the term of this Agreement for up to zero additional zero-month periods ("Option Period(s)"), provided, the parties do so in writing prior to the expiration of the original term or the then-current Option Period. The continuation of this Agreement after the close of any fiscal year of the City, which fiscal year ends on September 30th annually, is subject to appropriations and budget approval specifically covering this Agreement as an expenditure in said budget, and it is within the sole discretion of the City's City Council to determine whether or not to fund this Agreement. The City does not represent that this budget item will be adopted, as said determination is within the City Council's sole discretion when adopting each budget. 4. Compensation and Payment. This Agreement is for an amount not to exceed $895,250.00, subject to approved amendments and changes. All pricing must be in accordance with the attached Quote, as shown in Attachment B, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. Invoices must be mailed to the following address: Co-operative Purchase Agreement Standard Form Page 1 of 3 DocuSign Envelope ID:89D62276-5B37-467D-9283-69ECF9DB50F6 City of Corpus Christi Attn: Accounts Payable P.O. Box 9277 Corpus Christi, Texas 78469-9277 5. Notice. Any notice required under this Agreement must be given by fax, hand delivery, or certified mail, postage prepaid, and is deemed received on the day faxed or hand-delivered or on the third day after postmark if sent by certified mail. Notice must be sent as follows: IF TO CITY: City of Corpus Christi Attn: Tracey Escalante Title: Contracts/Funds Administrator Address: 2406 Leopard St., Suite 300, Corpus Christi, Texas 78408 Phone: 361-826-3994 Fax: N/A IF TO CONTRACTOR: Frazer, LTD Attn: Kalyn Salsman Title: Regional Sales Manager Address: 7219 Rampart St., Houston, Texas 77081 Phone: 888.372.9371 Fax: N/A 6. Entire Agreement. This Agreement, along with the Co-operative Agreement, constitutes the entire agreement between the parties concerning the subject matter of this Agreement and supersedes all prior negotiations, arrangements, agreements and understandings, either oral or written, between the parties. [Signature Page Follows] Co-operative Purchase Agreement Standard Form Page 2 of 3 DocuSign Envelope ID:89D62276-5B37-467D-9283-69ECF9DB50F6 CONTRACTn%RuSigned by: v, SaLsmav, Signature: ,. FQFQ." . Printed Name'. Kalyn Salsman Regional Sales Manager Title: Date: 3/12/2024 CITY OF CORPUS CHRISTI Josh Chronley Assistant Director of Finance — Procurement Date: APPROVED AS TO LEGAL FORM: Assistant City Attorney Date Attached and Incorporated by Reference: Attachment A: Scope of Work Attachment B: Bid/Pricing Schedule Incorporated by Reference Only: Co-operative Agreement: Buyboard #650-21 Co-operative Purchase Agreement Standard Form Page 3 of 3 DocuSign Envelope ID:89D62276-5B37-467D-9283-69ECF9DB50F6 ATTACHMENT A: SCOPE OF WORK 1.1. General Requirements/Background Information The Contractor shall provide upfitting services for (3) Fire Department Medic Unit vehicles. Upfitting is the term used to describe the installation of accessories and equipment customized for Medical Emergency units. Three F-450 chasis will be provided by the City with delivery expected 120-160 days from Notice to Proceed. 1.2. Scope of Work A. The Contractor shall provide upfitting services to include, but is not limited to, such items as lights, full compartment partitions, sirens, push bumpers, and center console keyboard mounting plates. B. The Contractor shall supply and install upfitting kits for the use in: a. (3) 2024 Ford Medic Units. C. Installation of the upfitting equipment will be performed offsite in accordance with applicable, current, and recognized standards. D. The Contractor shall not come onto City property to perform the installation. E. City staff will provide the delivery and return of the vehicles selected for upfitting. F. Work shall be scheduled to begin within one week after all equipment is received by the vendor and the City has been notified. G. The Contractor shall complete three vehicles within 18-20 months after chasis are delivered. Revised 1 1.30.20 Page 1 of 1 DocuSign Envelope ID:89D62276-5B37-467D-9283-69ECF9DB50F6 A i i Ak-riMENT B- PRICING gjfy M I Iramer Defining the Future of Mobile Healthcare- 10/5/23 Corpus Christi Fire Department Assistant Fire Chief Corpus Christi Fire Department rtrevino@cctexas.com Buyboard Quote # 3549 Corpus Christi Fire Department, Assistant Fire Chief Below is itemized pricing for contract Ambulance #650-21: *Chassis Type:_ Type 112' on Customer Provided Chassis $ 124,120.00 Published Options 1 1066 Chassis // Heat Shielding// Heat Shielding $ 1,750.00 2 1075 Chassis // Paint// Paint One Color $ 5,500.00 3 1086 Chassis //Suspension // LiquidSpring on Rear Axle $ 12,000.00 4 . 1078 Chassis // Running Boards //ArcRite Running Board w/SureGrip $ 1,250.00 5 1077 Chassis // Paint// Repaint Wheel Set $ 2,000.00 6 . 1065 Chassis // Grille Guard // Black Ranch Hand Grille Guard/Full Replacement with $ 1,500.00 7 1031 Chassis //Air Horn System // Dual 10" & 12" Air Horns $ 1,250.00 8 . 1222 Remount Module// Cladding// Furnish & install stainless steel squad bench $ 1,000.00 9 1128 Module// Conspicuity// Conspicuity on the Rear of the Module in a Chevron $ 1,750.00 10 1143 Module// Exterior//Striping and lettering// Pricing// Striping and lettering- $ 3,000.00 11 1167 Module// Hold-Open // Gas Hold-Opens on Compartments $ 1,000.00 12 1034 Chassis //Air Horn System //Operated with Momentary Switch $ 100.00 13 1011 General //All products listed in the current Stryker/ Physio-Control List Price Book $ 75,375.00 14 . 1116 Module// Captain's Chair//Valor Captain's Chair with Child Safety $ 2,000.00 15 1193 Module// PowerSource// MEPS $ 15,000.00 16 . 1183 Module// Paint// Non White 12' $ 2,250.00 17 1036 Chassis //Air Horn System //Standard Compressor $ 750.00 18 1013 General //All products listed in the current Whelen Automotive Distributor Price $ 5,500.00 19 1109 Module// Cabinets // Double Squad Bench Cabinet $ $750.00 20 1159 Module// Glovebox/Handrail // Glovebox/Handrail Combo at the Squad Bench $ $350.00 21 1100 Module//Acrylic//22 Pocket Acrylic Holder $ $750.00 22 1202 Module//Shorepower// Dual 20/30 Kussmaul $ $750.00 23 1013 General //All products listed in the current Whelen Automotive Distributor Price $ $6,500.00 24 . 1124 Module// Compartments // 1/0 Access to rear storage $ $250.00 25 1118 Module// Coat Hooks //4 Coat Hooks $ $200.00 26 . 1208 Module//Tint// Limo Tint on Entry Doors $ $350.00 27 1082 Chassis //Security//Anti-theft System $ $750.00 28 1094 General//12VDC H 12VDC $ $150.00 29 1101 Module//Action Wall//(2) Dual USB $ $250.00 24 1133 Module H Cylinder Holder H 2 High D Cylinder Holder $ $250.00 25 1027 General//Misc OEM Equipment not listed above, cost (to include shipping) + $500 $ $1,750.00 26 1050 Chassis//Console//Single Map Holder with Cup Holder on the Rear of Console $ $350.00 27 1196 Module H Restraint H 6pt Harness (each) (includes structure) $ $500.00 28 1196 Module H Restraint H 6pt Harness (each) (includes structure) $ $500.00 DocuSign Envelope ID:89D62276-5B37-467D-9283-69ECF9DB50F6 Total Published Options $ 147,375.00 Unpublished Options 1 Install Customer Provided Radio Equipment $ 1,500.00 Furnish & Install FireTech Mini-Brow Light(FT-MB-27-FT-W) on Front Wall wired to 2 switch on console $ 2,200.00 3 Furnish & Install Plastix Plus console with cut-outs configured per Quote 11664 $ 3,500.00 4 . Furnish & Install Transafe Power Load Compatible Floor Mount Kit $ 6,750.00 5 Travel for Inspection & Delivery to Corpus Christi $ 3,900.00 Run 12VDC wiring and Cat-5 cable for future installation of Knox KeySecure from forward action wall to electrical cabinet& install cradlepoint modem in electrical 6 . compartment $ 1,975.00 7 Install Customer Provided MeclVault $ 750.00 8 . Furnish & Install Lind power Supply below map holder on chassis rear wall $ 475.00 9 CPI processing fees $ 2,030.00 10 Price Difference in 12'vs 12 XT $ 3,575.00 Total Unpublished Options $ 26,655.00 Base Price $ 124,120.00 Published Options $ 147,375.00 Unpublished Options $ 26,655.00 Subtotal (1) $ 298,150.00 Qt3 Extended Total (3) $ 894,450.00 Buyboard Fee $ 800.00 Grand Total $ 895,250.00 Chassis Dealer: Customer Provided Terms and . . Please make your purchase order out to: Frazer, Ltd. 7219 Rampart Houston, TX 77081 1 Please email a copy of your purchase order and this quote to Kalyn Salsman at ksalsman@frazerbilt.com 2 . Per TMVCC we are quoting this through our licensed franchise dealer, Sterling McCall Ford. * Chassis prices subject to change, Frazer does not determine chassis pricing or the frequency of pricing changes. Dealer sets prices and increases at their discretion. Changes in pricing are more frequent due to current supply chain issues. Frazer will notify you of anv chan-ges. if they occur. Thank you for the opportunity to quote this job. If you have any questions please don't hesitate to contact me. Best Regards, Regional Sales Manager Frazer, Ltd. 0: (281) 817-6224 M: (281) 505-4142 ksalsman(8)fra7erbilt.com � S cl �o o� � µCORPOOI AGENDA MEMORANDUM 1852 Action Item for the City Council Meeting June 11, 2024 DATE: May 21, 2024 TO: Peter Zanoni, City Manager FROM: Wesley Nebgen, Director of Water System Infrastructure Wesl eyN(a-)cctexas.com (361) 826-3111 Josh Chronley, Assistant Director of Finance & Procurement Josh C2(o-)cctexas.com (361) 826-3169 Supply Agreement for Gate Valves CAPTION: Resolution authorizing a one-year supply agreement with Unimech Flow, Inc., of Houston for gate valves for waterlines, for Corpus Christi Water in an amount not to exceed $165,377.70, with FY 2024 funding of $55,125.90 from the Water Fund. SUMMARY: This motion authorizes a one-year supply agreement with Unimech Flow Inc. to purchase gate valves that will be held in Corpus Christi Water (CCW) inventory and used in the water distribution system. BACKGROUND AND FINDINGS: CCW has more than 40,000 various water valves throughout the distribution system. These valves are used to control or stop the flow of water during new construction, repairs, and maintenance activities. Gate, butterfly, ball, and check valves are just a few examples of valves utilized by CCW, with the gate valve being the most common. These valves are critical to stop the flow of water and maintain system pressure in the event of a main break or system failure. They may also be utilized to isolate sections of line during new construction tie-ins or improvements. This contract will allow CCW to maintain proper inventory levels of this critical asset. Gate valves are held in inventory at CCW and ordered on an as-needed basis. Unimech valves meet the required City specifications and AWWA/ANSI C509-23 standards. In addition, CCW staff inspected valve construction, materials and coatings and determined it met all necessary installation requirements. PROCUREMENT DETAIL: Finance & Procurement conducted a competitive Request for Bid process to obtain bids for a new supply agreement. The City received eight bids and is recommending the award to the lowest responsive, responsible bidder Unimech Flow, Incorporated of Houston, Texas. Unimech Flow, Inc. competitively outbid the incumbent by a decreased cost of 17% savings of approximately $35,005.00 from the previous agreement in 2022. The City has not used Unimech Flow, Inc. products before. Unimech Flow, Inc. valve specifications meet the American Water Works Association (AWWA) standards, but staff has requested samples of the product and will evaluate to ensure compatibility and quality. Variance Variance Description 2022 2024 Total Cost Percent Savings Savings Gate Valves $200,382.00 165,377.70 $35,004.30 17% In the event the lowest responsive, responsible bidder fails to execute the awarded contract or fails to provide the necessary products under the agreement, the City Manager, or his designee ("City Manager"), is authorized to execute a supply agreement for the remaining contract term with the next lowest bidder in Bid No.5656, in succession, to secure the necessary replacement gate valves as a matter of public health and safety to keep Corpus Christi Water's operations functioning at all times. ALTERNATIVES: An alternative to accepting this bid will require CCW to purchase these items on an as needed basis, with the possibility of an increased cost per item due to variable market conditions and changes for specific gate valves bought frequently. FISCAL IMPACT: The fiscal impact for Corpus Christi Water for FY 2024 is $55,125.90 coming from the Water Fund. FUNDING DETAIL: Fund: 4010 Water Organization/Activity: 31520 Treated Water Delivery System Department: 45 Water Project # (CIP Only): N/A Account: 520160 Pipe, Fittings, Drainage RECOMMENDATION: Staff recommends approval of this resolution authorizing a one-year supply agreement with Unimech Flow, Inc. as presented. LIST OF SUPPORTING DOCUMENTS: Bid Tab Resolution Supply Agreement Resolution authorizing a one-year supply agreement with Unimech Flow, Inc., of Houston for gate valves for Corpus Christi Water in an amount not to exceed $165,377.70, with FY 2024 funding of$55,125.90 from the Water Fund. WHEREAS, State law provides that, if a competitive sealed bidding requirement applies to a contract for goods or services, the contract must be awarded by the City of Corpus Christi ("City") to the lowest responsive, responsible bidder or to the bidder who provides the best value, pursuant to Texas Local Government Code §252.043(a); WHEREAS, the City notified all bidders for the purchase of gate valves via Bid No.5656 that a contract would be awarded to the lowest responsive, responsible bidder; WHEREAS, the City finds that the lowest responsive, responsible bidder is Unimech Flow, Inc.; and WHEREAS, in the event the lowest responsive, responsible bidder fails to execute the awarded contract or fails to provide the necessary products under the agreement, the City Manager, or his designee ("City Manager"), is authorized to execute a supply agreement for the remaining contract term with the next lowest bidder in Bid No.5656, in succession, to secure the necessary replacement gate valves as a matter of public health and safety to keep Corpus Christi Water's operations functioning at all times; now, therefore, Be it resolved by the City Council of the City of Corpus Christi, Texas: Section 1. The City Council specifically finds that the foregoing statements included in the preamble of this resolution are true and correct and adopts such findings for all intents and purposes related to the authorization of this procurement. Section 2. The City Manager is authorized to execute a one-year supply agreement with Unimech Flow, Inc. ("Contractor"), in an amount not to exceed $165,377.70, with FY 2024 funding of$55,125.90 from the Water Fund. Furthermore, in the event the Contractor fails to execute the awarded contract or fails to perform under the agreement, the City Manager is authorized to execute a replacement service agreement for the remainder of the contract term in accordance with the language stated in the preamble of this resolution. PASSED and APPROVED on the day of , 2024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary :/ / ; ; ; ; ; ; ; ! » ; ; r ; ! z } ! ( ( ( } \ ( \ ( ( ( / � } / ( ( \\ / ) } ) j \ \ � � \ \ j � � ( \ ] ( / ( { } ( / { { ( { ( { / ( } /\ / \ ) ) } \ \ � � \ j / � � \ \ !_ ! } \ ( \ { / { ( } { \ ( { ( { ( \\ / \ } } \ j \ � � \ / \ � � \ \ ° \ ; _ : ; ; ; ; ¥ ; » ; » » ; ; / .® / \ \ } / \ / � � j \ j � � j \ !® / \ } \ ( } \ ) } ( / / { ( ( \ \ / / �� ) { } ( \ ) ) { ( \ ) \ ) } } \ : _ �t }t \t �t � - DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC SC G� SUPPLY AGREEMENT NO. 5656 U Gate Valves yCaeaoRp 1852 THIS Gate Valves Supply Agreement ("Agreement") is entered into by and between the City of Corpus Christi, a Texas home-rule municipal corporation ("City") and Unimech Flow Inc. ("Contractor"), effective upon execution by the City Manager or the City Manager's designee ("City Manager"). WHEREAS, Contractor has bid to provide Gate Valves in response to Request for Bid No. 5656 ("RFB"), which RFB includes the required scope of work and all specifications and which RFB and the Contractor's bid response are incorporated by reference in this Agreement as Exhibits 1 and 2, respectively, as if each were fully set out here in its entirety. NOW, THEREFORE, City and Contractor agree as follows: 1. Scope. Contractor will provide Gate Valves in accordance with the attached Scope of Work, as shown in Attachment A, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. "Goods," "products", and "supplies", as used in this Agreement, refer to and have the same meaning. 2. Term. (A) The Term of this Agreement is one year beginning on the date provided in the Notice to Proceed from the Contract Administrator or the City's Procurement Division. The parties may mutually extend the term of this Agreement for up to zero additional zero-year periods ("Option Period(s)"), provided, the parties do so in writing prior to the expiration of the original term or the then-current Option Period. (B) At the end of the Term of this Agreement or the final Option Period, the Agreement may, at the request of the City prior to expiration of the Term or final Option Period, continue on a month-to-month basis for up to six months with compensation set based on the amount listed in Attachment B for the Term or the final Option Period. The Contractor may opt out of this continuing term by providing notice to the City at least 30 days prior to the expiration of the Term or final Option Period. During the month-to-month term, either Party may terminate the Agreement upon 30 days' written notice to the other Party. 3. Compensation and Payment. This Agreement is for an amount not to exceed $165,377.70, subject to approved extensions and changes. Payment will be made Supply Agreement Standard Form Page 1 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC for goods delivered and accepted by the City within 30 days of acceptance, subject to receipt of an acceptable invoice. All pricing must be in accordance with the attached Bid/Pricing Schedule, as shown in Attachment B, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. Any amount not expended during the initial term or any option period may, at the City's discretion, be allocated for use in the next Option Period. Invoices must be mailed to the following address with a copy provided to the Contract Administrator: City of Corpus Christi Attn: Accounts Payable P.O. Box 9277 Corpus Christi, Texas 78469-9277 4. Contract Administrator. The Contract Administrator designated by the City is responsible for approval of all phases of performance and operations under this Agreement, including deductions for non-performance and authorizations for payment. The City's Contract Administrator for this Agreement is as follows: Name: Robert Presnell Department: CCW Phone: 361-826-1750 Email: RobertPR@cctexas.com 5. Insurance. Before performance can begin under this Agreement, the Contractor must deliver a certificate of insurance ("COI"), as proof of the required insurance coverages, to the City's Risk Manager and the Contract Administrator. Additionally, the COI must state that the City will be given at least 30 days' advance written notice of cancellation, material change in coverage, or intent not to renew any of the policies. The City must be named as an additional insured. The City Attorney must be given copies of all insurance policies within 10 days of the City Manager's written request. Insurance requirements are as stated in Attachment C, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. 6. Purchase Release Order. For multiple-release purchases of products to be provided by the Contractor over a period of time, the City will exercise its right to specify time, place and quantity of products to be delivered in the following manner: any City department or division may send to Contractor a purchase release order signed by an authorized agent of the department or division. The purchase release order must refer to this Agreement, and products will remain with the Contractor until such time as the products are delivered and accepted by the City. Supply Agreement Standard Form Page 2 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC 7. Inspection and Acceptance. City may inspect all products supplied before acceptance. Any products that are delivered but not accepted by the City must be corrected or replaced immediately at no charge to the City. If immediate correction or replacement at no charge cannot be made by the Contractor, a replacement product may be bought by the City on the open market and any costs incurred, including additional costs over the item's bid price, must be paid by the Contractor within 30 days of receipt of City's invoice. 8. Warranty. (A) The Contractor warrants that all products supplied under this Agreement are new, quality items that are free from defects, fit for their intended purpose, and of good material and workmanship. The Contractor warrants that it has clear title to the products and that the products are free of liens or encumbrances. (B) In addition, the products purchased under this Agreement shall be warranted by the Contractor or, if indicated in Attachment D by the manufacturer, for the period stated in Attachment D. Attachment D is attached to this Agreement and is incorporated by reference into this Agreement as if fully set out here in its entirety. 9. Quality/Quantity Adjustments. Any quantities indicated on the Bid/Pricing Schedule are estimates only and do not obligate the City to order or accept more than the City's actual requirements nor do the estimates restrict the City from ordering less than its actual needs during the term of the Agreement and including any Option Period. Substitutions and deviations from the City's product requirements or specifications are prohibited without the prior written approval of the Contract Administrator 10. Non-Appropriation. The continuation of this Agreement after the close of any fiscal year of the City, which fiscal year ends on September 30th annually, is subject to appropriations and budget approval specifically covering this Agreement as an expenditure in said budget, and it is within the sole discretion of the City's City Council to determine whether or not to fund this Agreement. The City does not represent that this budget item will be adopted, as said determination is within the City Council's sole discretion when adopting each budget. 11. Independent Contractor. Contractor will perform the work required by this Agreement as an independent contractor and will furnish such products in its own manner and method, and under no circumstances or conditions will any agent, servant or employee of the Contractor be considered an employee of the City. 12. Subcontractors. In providing the Goods, Contractor will not enter into subcontracts or utilize the services of subcontractors. Supply Agreement Standard Form Page 3 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC 13. Amendments. This Agreement may be amended or modified only in writing executed by authorized representatives of both parties. 14. Waiver. No waiver by either party of any breach of any term or condition of this Agreement waives any subsequent breach of the same. 15. Taxes. The Contractor covenants to pay payroll taxes, Medicare taxes, FICA taxes, unemployment taxes and all other applicable taxes. Upon request, the City Manager shall be provided proof of payment of these taxes within 15 days of such request. 16. Notice. Any notice required under this Agreement must be given by fax, hand delivery, or certified mail, postage prepaid, and is deemed received on the day faxed or hand-delivered or on the third day after postmark if sent by certified mail. Notice must be sent as follows: IF TO CITY: City of Corpus Christi Attn: Robert Presnell Title: Stores Supervisor Address: 2325 Hygeia St, Corpus Christi, TX 78415 Phone: 361-826-1750 Fax: 361-826-1690 IF TO CONTRACTOR: Unimech Flow Inc. Attn: Bryan Lim Title: Director Address: 10511 Windsor Ln. B1 10, Houston, TX 77031 Phone: 713-885-6757 Fax: N/A 17. CONTRACTOR SHALL FULLY INDEMNIFY, HOLD HARMLESS AND DEFEND THE CITY OF CORPUS CHRISTI AND ITS OFFICERS, EMPLOYEES AND AGENTS ("INDEMNITEES') FROM AND AGAINST ANY AND ALL LIABILITY, LOSS, CLAIMS, DEMANDS, SUITS, AND CAUSES OF ACTION OF WHATEVER NATURE, CHARACTER, OR DESCRIPTION ON ACCOUNT OF PERSONAL INJURIES, PROPERTY LOSS, OR DAMAGE, OR ANY OTHER KIND OF INJURY, LOSS, OR DAMAGE, INCLUDING ALL EXPENSES OF LITIGATION, COURT COSTS, ATTORNEYS' FEES AND EXPERT WITNESS FEES, WHICH ARISE OR ARE CLAIMED TO ARISE OUT OF OR IN CONNECTION WITH A BREACH OF THIS AGREEMENT OR THE PERFORMANCE OF THIS Supply Agreement Standard Form Page 4 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC AGREEMENT BY THE CONTRACTOR OR RESULTS FROM THE NEGLIGENT ACT, OMISSION, MISCONDUCT, OR FAULT OF THE CONTRACTOR OR ITS EMPLOYEES OR AGENTS. CONTRACTOR MUST, AT ITS OWN EXPENSE, INVESTIGATE ALL CLAIMS AND DEMANDS, ATTEND TO THEIR SETTLEMENT OR OTHER DISPOSITION, DEFEND ALL ACTIONS BASED THEREON WITH COUNSEL SATISFACTORY TO THE CITY ATTORNEY, AND PAY ALL CHARGES OF ATTORNEYS AND ALL OTHER COSTS AND EXPENSES OF ANY KIND ARISING OR RESULTING FROM ANY SAID LIABILITY, DAMAGE, LOSS, CLAIMS, DEMANDS, SUITS, OR ACTIONS. THE INDEMNIFICATION OBLIGATIONS OF CONTRACTOR UNDER THIS SECTION SHALL SURVIVE THE EXPIRATION OR EARLIER TERMINATION OF THIS AGREEMENT. 18. Termination. (A) The City may terminate this Agreement for Contractor's failure to comply with any of the terms of this Agreement. The City must give the Contractor written notice of the breach and set out a reasonable opportunity to cure. If the Contractor has not cured within the cure period, the City may terminate this Agreement immediately thereafter. (B) Alternatively, the City may terminate this Agreement for convenience upon 30 days advance written notice to the Contractor. The City may also terminate this Agreement upon 24 hours written notice to the Contractor for failure to pay or provide proof of payment of taxes as set out in this Agreement. 19. Owner's Manual and Preventative Maintenance. Contractor agrees to provide a copy of the owner's manual and/or preventative maintenance guidelines or instructions if available for any equipment purchased by the City pursuant to this Agreement. Contractor must provide such documentation upon delivery of such equipment and prior to receipt of the final payment by the City. 20. Limitation of Liability. The City's maximum liability under this Agreement is limited to the total amount of compensation listed in Section 3 of this Agreement. In no event shall the City be liable for incidental, consequential or special damages. 21. Assignment. No assignment of this Agreement by the Contractor, or of any right or interest contained herein, is effective unless the City Manager first gives written consent to such assignment. The performance of this Agreement by the Contractor is of the essence of this Agreement, and the City Manager's right to withhold consent to such assignment is within the sole discretion of the City Manager on any ground whatsoever. Supply Agreement Standard Form Page 5 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC 22. Severability. Each provision of this Agreement is considered to be severable and, if, for any reason, any provision or part of this Agreement is determined to be invalid and contrary to applicable law, such invalidity shall not impair the operation of nor affect those portions of this Agreement that are valid, but this Agreement shall be construed and enforced in all respects as if the invalid or unenforceable provision or part had been omitted. 23. Order of Precedence. In the event of any conflicts or inconsistencies between this Agreement, its attachments, and exhibits, such conflicts and inconsistencies will be resolved by reference to the documents in the following order of priority: A. this Agreement (excluding attachments and exhibits); B. its attachments; C. the bid solicitation document including any addenda (Exhibit 1 ); then, D. the Contractor's bid response (Exhibit 2). 24. Certificate of Interested Parties. Contractor agrees to comply with Texas Government Code Section 2252.908, as it may be amended, and to complete Form 1295 "Certificate of Interested Parties" as part of this Agreement if required by said statute. 25. Governing Law. Contractor agrees to comply with all federal, Texas, and City laws in the performance of this Agreement. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 26. Public Information Act Requirements. This paragraph applies only to agreements that have a stated expenditure of at least $1,000,000 or that result in the expenditure of at least $1,000,000 by the City. The requirements of Subchapter J, Chapter 552, Government Code, may apply to this contract and the Contractor agrees that the contract can be terminated if the Contractor knowingly or intentionally fails to comply with a requirement of that subchapter. 27. Entire Agreement. This Agreement constitutes the entire agreement between the parties concerning the subject matter of this Agreement and supersedes all prior negotiations, arrangements, agreements and understandings, either oral or written, between the parties. Supply Agreement Standard Form Page 6 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC CONTRACTOR DocuSigned by: Signature: � a U Printed Name: Bryan Lim Director Title: Date: 3/28/2024 CITY OF CORPUS CHRISTI Josh Chronley Assistant Director of Finance — Procurement Date: Attached and Incorporated by Reference: Attachment A: Scope of Work Attachment B: Bid/Pricing Schedule Attachment C: Insurance Requirements Attachment D: Warranty Requirements Incorporated by Reference Only: Exhibit l : RFB No. 5656 Exhibit 2: Contractor's Bid Response Supply Agreement Standard Form Page 7 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC ATTACHMENT A: SCOPE OF WORK General Reg uirements/Background Information The Supplier shall provide gate valves for CC Water Department as outlined in this Scope of Work. The gate valves are used by Water and Wastewater for new service and maintenance of lines. Scope of Work A. The Supplier shall provide gate valves, as outlined on the bid/pricing schedule. These requirements cover various gate valves used by the City. The products will be used to restock the CCW Warehouse. B. The Supplier will cross reference the description listed on the bid/pricing sheet for accuracy. Contractor Quality Control and Superintendence All gate valves will be defect free, properly packed and shipped to ensure a safe delivery. Special Instructions A. Supplier shall pay for return shipment on any products that arrive in a defective, unusable, or inoperable condition. Supplier must arrange for the return shipment of damaged products. B. Supplier shall ship the materials in a specified time frame dictated by the Stores Supervisor, Robert Presnell to: CCW Warehouse located at 2726 Holly Road Corpus Christi, Texas 78415. C. Freight prepaid. D. Receipt of products that do not conform to specifications will not be accepted by the City. E. Supplier understands and agrees that the City may, at its discretion, cancel any backorders due to the shipper's inability to deliver the product within the set time frame. F. Cancellations shall be in writing and sent to Supplier by email, fax or mail. Page 1 of 1 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC .�US O owe ATTACHMENT B: BID/PRICING SCHEDULE v N�OpPOp0.S E� 1852 RFB No. 5656 Gate Valves PAGE 1 OF 3 Date: 2/5/2024 Authorized Bidder: Unimech Flow Inc. Signature: 1. Refer to "Instructions to Bidders" and Contract Terms and Conditions before completing bid. 2. Quote your best price for each item. 3. In submitting this bid, Bidder certifies that: a. the prices in this bid have been arrived at independently, without consultation, communication, or agreement with any other Bidder or competitor, for the purpose of restricting competition with regard to prices. b. Bidder is an Equal Opportunity Employer, and the Disclosure of Interest information on file with City's Contracts and Procurement office, pursuant to the Code of Ordinances, is current and true. c. Bidder is current with all taxes due and company is in good standing with all applicable governmental agencies. d. Bidder acknowledges receipt and review of all addenda for this RFB. MODEL NUMBER REFERENCED ON DESCRIPTION IS USED FOR COMPARABLE PURPOSES ONLY; MUST FILL OUT ONE COLUMN FOR EITHER MODEL# UNIT PRICE OR EQUAL UNIT PRICE (SUBS). Item City Stock Unit 1 yr- Model # Equal Total No./Description QTY Unit Price Unit Price Price 1 3193 EA 30 $ $ $ 3" Flange x Flange NGA-32FF 208.30 6,249.00 w/hand wheel, AMFC, AFC2593FFOL or Equivalent 2 3194 EA 30 $ $ $ 4" Flange x Flange NGA-32FF 252.65 7,579.50 w/hand wheel, AMFC, AFC2504FFOL or Equivalent Page 1 of 3 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC Item City Stock Unit 1 yr- Model # Equal Total No./Description QTY Unit Price Unit Price Price 3 3195 EA 20 $ $ $ 6" Flange x Flange NGA-32FF 389.20 7,784.00 w/hand wheel, AMFC, AFC2506FFOL or Equivalent 4 3196 EA 12 $ $ $ 8" Flange x Flange w/hand wheel, NGA-32FF 596.95 7,163.40 AMFC, AFC2508FFOL or Equivalent 5 3197 EA 6 $ $ $ 12" Flange x Flange w/hand wheel, NGA-32FF 1,140.50 6,843.00 AMFC, AFC2512FFOL or Equivalent 6 3198 EA 10 $ $ $ 10" Flange x Flange w/hand wheel, NGA-32FF 815.15 8,151.50 AMFC, AFC251OFFOL or Equivalent 7 3333 EA 36 $ $ $ 4" MJ x MJ w/square operating nut, AMFC, NGA-32MJ 252.65 9,095.40 AFC2504TMLAOL or Equivalent 8 3334 EA 60 $ $ $ 6" MJ x MJ w/square operating nut, AMFC, NGA-32MJ 389.20 23,352.00 AFC2506MMLMOL or Equivalent 9 3335 EA 36 $ $ $ 8" MJ x MJ w/square operating nut, AMFC, NGA-32MJ 596.95 21,490.20 AFC2508MMLMOL or Equivalent 10 3336 EA 6 $ $ $ 10" MJ x MJ w/square operating NGA-32MJ 815.15 4,890.90 nut, AMFC, AFC2510MMLMOL or Equivalent Page 2 of 3 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC Item City Stock Unit 1 yr- Model # Equal Total No./Description QTY Unit Price Unit Price Price 11 3337 EA 10 $ $ $ 12" MJ x MJ w/square operating NGA-32MJ 1,140.50 11,405.00 nut, AMFC, AFC2512MMIMOL or Equivalent 12 3411 EA 10 $ $ $ 4" Tapping Flange x MJ w/square NGA-32FM operating nut, AMFC, 276.55 2,765.50 AFC2504FFOL or Equivalent 13 3412 EA 48 $ $ $ 6" Tapping Flange x MJ w/square NGA-32FM 426.15 20,455.20 operating nut, AMFC, AFC2506FFOL or Equivalent 14 3413 EA 24 $ $ $ 8" Tapping Flange x MJ w/square NGA-32FM 652.90 15,669.60 operating nut, AMFC, AFC2508FFOL or Equivalent 15 3414 EA 10 $ $ $ 12' Tapping Flange x MJ w/square NGA-32FM 1,248.35 12,483.50 operating nut, AMFC, AFC2512FFOL or Equivalent Total $ 165,377.70 Page 3 of 3 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC ATTACHMENT C: NO INSURANCE REQUIREMENTS The City's Legal Department has recommended there be no insurance requirements for this particular scope of work, Purchase Contracts - Supply Agreements - Equipment Leases - Goods or Equipment Delivered to City Other Than Hazardous Chemicals. 2023 Insurance Requirements Ins. Req. Exhibit 1-A Purchase Contracts - Supply Agreements - Equipment Leases Goods or Equipment Delivered to City Other Than Hazardous Chemicals O1/01 /2023 Risk Management - Legal Dept. Page 1 of 1 DocuSign Envelope ID:2FBBC732-F01 D-477A-B939-9DD55DD18FCC ATTACHMENT D: WARRANTY REQUIREMENTS Material shall be free from defects. Page 1 of 1 se 0 0 U NCORPO0.1¢ AGENDA MEMORANDUM 1852 Action Item for the City Council Meeting June 11, 2024 DATE: May 21 , 2024 TO: Peter Zanoni, City Manager FROM: Nicholas Winkelmann, P.E., Interim Director of Water Systems and Support Services NickW(o)cctexas.com (361) 826-1796 Josh Chronley, Assistant Director of Finance & Procurement Josh C2(a)cctexas.com (361) 826-3169 Supply Agreement for 25% Sodium Chlorite Solution CAPTION: Motion authorizing execution of a one-year supply agreement, with two one-year options, with Evoqua Water Technologies LLC, of Sarasota, Florida, in an amount not to exceed $914,000.00, with a potential up to $2,742,000.00 if options are exercised, for sodium chlorite solution for Corpus Christi Water, with FY 2024 funding of $380,833.30 from the Water Fund. SUMMARY: This motion authorizes a one-year supply agreement, with two one-year options, for 25% sodium chlorite solution for the O. N. Stevens Water Treatment Plant. BACKGROUND AND FINDINGS: Sodium chlorite solution is a chemical used for the generation of chlorine dioxide at the O.N. Stevens Water Treatment Plant. This chemical helps to oxidize organic matter in the water through the generation of chlorine dioxide. This chemical also introduces chlorite into the water to aid in the prevention of nitrification for the distribution system. PROCUREMENT DETAIL: Finance & Procurement conducted a competitive Request for Bids process to obtain bids. The City received two responsive responsible bids and staff is recommending the award to Evoqua Water Technologies LLC. The table below reflects Evoqua Water Technologies LLC cost comparison from 2022 to 2024. 25% Sodium Chlorite 2022 Pricing Evoqua Water 2024 Pricing Evoqua Water Variance Variance Technologies Technologies $$ % $0.48 $.052 $. 04 8.3% ALTERNATIVES: There is no feasible alternative. If chlorite is removed from the water treatment system, then the potential for a nitrification event increases. This will result in a failure to protect the public from harmful conditions in the water and will result in regulatory noncompliance violations with the Environmental Protection Agency and the Texas Commission on Environmental Quality. FISCAL IMPACT: The fiscal impact for Corpus Christi Water in FY 2024 is $380,833.30 from the Water fund. The remaining cost will be budgeted in future years through the annual budget process. FUNDING DETAIL: Fund: 4010 Water Fund Organization/Activity: 31010 O.N. Stevens Water Treatment Plant Department: 45 Water Project # (CIP Only): N/A Accounts: 520010 Purification Chemicals RECOMMENDATION: Staff recommends approval of this motion authorizing a one-year supply agreement, with two one-year options, with Evoqua Water Technologies, LLC. as presented. LIST OF SUPPORTING DOCUMENTS: Bid Tabulation Supply Agreement Finance &Procurement Department RFB #5808 Sr. Buyer: Cynthia Perez 25% Sodium Chlorite Solution Bid Opening: May 14, 2024 Evoqua Water Technologies International Dioxide Inc. - LLC. - North Kingstown, Sarasota, Florida Rhode Island 12-Month ITEM Description Unit QTY Unit Price Total Price Unit Price Total Price 1 25%Sodium Chlorite Wet Solution Lbs. 1,750,000 $ 0.520 $ 910,000.00 $ 0.5250 $ 918,750.00 Est. Unloading Delay 2 Charges Hrs. 40 $ 100.00 $ 4,000.00 0.00 0.00 TOTAL $ 914,000.00 $ 918,750.00 bUs c.� G� A SUPPLY AGREEMENT NO. 5808 U 25% Sodium Chlorite Solution yCaeaoRp 1852 THIS 25%Sodium Chlorite Solution Supply Agreement ("Agreement") is entered into by and between the City of Corpus Christi, a Texas home-rule municipal corporation ("City") and Evoqua Water Technologies, LLC ("Contractor"), effective upon execution by the City Manager or the City Manager's designee ("City Manager"). WHEREAS, Contractor has bid to provide 25% Sodium Chlorite Solution in response to Request for Bid No. 5808 ("RFB"), which RFB includes the required scope of work and all specifications and which RFB and the Contractor's bid response are incorporated by reference in this Agreement as Exhibits 1 and 2, respectively, as if each were fully set out here in its entirety. NOW, THEREFORE, City and Contractor agree as follows: 1. Scope. Contractor will provide 25% Sodium Chlorite Solution in accordance with the attached Scope of Work, as shown in Attachment A, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. "Goods," "products", and "supplies", as used in this Agreement, refer to and have the same meaning. 2. Term. (A) The Term of this Agreement is one year beginning on the date provided in the Notice to Proceed from the Contract Administrator or the City's Procurement Division. The parties may mutually extend the term of this Agreement for up to two additional one-year periods ("Option Period(s)"), provided, the parties do so in writing prior to the expiration of the original term or the then-current Option Period. (B) At the end of the Term of this Agreement or the final Option Period, the Agreement may, at the request of the City prior to expiration of the Term or final Option Period, continue on a month-to-month basis for up to six months with compensation set based on the amount listed in Attachment B for the Term or the final Option Period. The Contractor may opt out of this continuing term by providing notice to the City at least 30 days prior to the expiration of the Term or final Option Period. During the month-to-month term, either Party may terminate the Agreement upon 30 days' written notice to the other Party. 3. Compensation and Payment. This Agreement is for an amount not to exceed $914,000.00, subject to approved extensions and changes. Payment will be made Supply Agreement Standard Form Page 1 of 7 Approved as to Legal Form October 29, 2021 for goods delivered and accepted by the City within 30 days of acceptance, subject to receipt of an acceptable invoice. All pricing must be in accordance with the attached Bid/Pricing Schedule, as shown in Attachment B, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. Any amount not expended during the initial term or any option period may, at the City's discretion, be allocated for use in the next Option Period. Invoices must be mailed to the following address with a copy provided to the Contract Administrator: City of Corpus Christi Attn: Accounts Payable P.O. Box 9277 Corpus Christi, Texas 78469-9277 4. Contract Administrator. The Contract Administrator designated by the City is responsible for approval of all phases of performance and operations under this Agreement, including deductions for non-performance and authorizations for payment. The City's Contract Administrator for this Agreement is as follows: Name: Diana Zertuche-Garza Department: Corpus Christi Water Phone: (361 ) 826-1827 Email: DianaZ@cctexas.com 5. Insurance. Before performance can begin under this Agreement, the Contractor must deliver a certificate of insurance ("COI"), as proof of the required insurance coverages, to the City's Risk Manager and the Contract Administrator. Additionally, the COI must state that the City will be given at least 30 days' advance written notice of cancellation, material change in coverage, or intent not to renew any of the policies. The City must be named as an additional insured. The City Attorney must be given copies of all insurance policies within 10 days of the City Manager's written request. Insurance requirements are as stated in Attachment C, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. 6. Purchase Release Order. For multiple-release purchases of products to be provided by the Contractor over a period of time, the City will exercise its right to specify time, place and quantity of products to be delivered in the following manner: any City department or division may send to Contractor a purchase release order signed by an authorized agent of the department or division. The purchase release order must refer to this Agreement, and products will remain with the Contractor until such time as the products are delivered and accepted by the City. Supply Agreement Standard Form Page 2 of 7 Approved as to Legal Form October 29, 2021 7. Inspection and Acceptance. City may inspect all products supplied before acceptance. Any products that are delivered but not accepted by the City must be corrected or replaced immediately at no charge to the City. If immediate correction or replacement at no charge cannot be made by the Contractor, a replacement product may be bought by the City on the open market and any costs incurred, including additional costs over the item's bid price, must be paid by the Contractor within 30 days of receipt of City's invoice. 8. Warranty. (A) The Contractor warrants that all products supplied under this Agreement are new, quality items that are free from defects, fit for their intended purpose, and of good material and workmanship. The Contractor warrants that it has clear title to the products and that the products are free of liens or encumbrances. (B) In addition, the products purchased under this Agreement shall be warranted by the Contractor or, if indicated in Attachment D by the manufacturer, for the period stated in Attachment D. Attachment D is attached to this Agreement and is incorporated by reference into this Agreement as if fully set out here in its entirety. 9. Quality/Quantity Adjustments. Any quantities indicated on the Bid/Pricing Schedule are estimates only and do not obligate the City to order or accept more than the City's actual requirements nor do the estimates restrict the City from ordering less than its actual needs during the term of the Agreement and including any Option Period. Substitutions and deviations from the City's product requirements or specifications are prohibited without the prior written approval of the Contract Administrator 10. Non-Appropriation. The continuation of this Agreement after the close of any fiscal year of the City, which fiscal year ends on September 30th annually, is subject to appropriations and budget approval specifically covering this Agreement as an expenditure in said budget, and it is within the sole discretion of the City's City Council to determine whether or not to fund this Agreement. The City does not represent that this budget item will be adopted, as said determination is within the City Council's sole discretion when adopting each budget. 11. Independent Contractor. Contractor will perform the work required by this Agreement as an independent contractor and will furnish such products in its own manner and method, and under no circumstances or conditions will any agent, servant or employee of the Contractor be considered an employee of the City. 12. Subcontractors. In providing the Goods, Contractor will not enter into subcontracts or utilize the services of subcontractors. Supply Agreement Standard Form Page 3 of 7 Approved as to Legal Form October 29, 2021 13. Amendments. This Agreement may be amended or modified only in writing executed by authorized representatives of both parties. 14. Waiver. No waiver by either party of any breach of any term or condition of this Agreement waives any subsequent breach of the same. 15. Taxes. The Contractor covenants to pay payroll taxes, Medicare taxes, FICA taxes, unemployment taxes and all other applicable taxes. Upon request, the City Manager shall be provided proof of payment of these taxes within 15 days of such request. 16. Notice. Any notice required under this Agreement must be given by fax, hand delivery, or certified mail, postage prepaid, and is deemed received on the day faxed or hand-delivered or on the third day after postmark if sent by certified mail. Notice must be sent as follows: IF TO CITY: City of Corpus Christi Attn: Diana Zertuche-Garza Title: Contracts/Funds Administrator Address: 2726 Holly Road, Corpus Christi, Texas 78415 Phone: (361 ) 826-1627 Fax: (361 ) 826-4495 IF TO CONTRACTOR: Evoqua Water Technologies, LLC Attn: Thomas R. Wilson, P.E. Title: V.P. & G.M. Address: 2650 Tallevast Road, Sarasota, Florida 34243-3912 Phone: (941) 359-7930 Fax: (941) 359-7985 17. CONTRACTOR SHALL FULLY INDEMNIFY, HOLD HARMLESS AND DEFEND THE CITY OF CORPUS CHRISTI AND ITS OFFICERS, EMPLOYEES AND AGENTS ("INDEMNITEES') FROM AND AGAINST ANY AND ALL LIABILITY, LOSS, CLAIMS, DEMANDS, SUITS, AND CAUSES OF ACTION OF WHATEVER NATURE, CHARACTER, OR DESCRIPTION ON ACCOUNT OF PERSONAL INJURIES, PROPERTY LOSS, OR DAMAGE, OR ANY OTHER KIND OF INJURY, LOSS, OR DAMAGE, INCLUDING ALL EXPENSES OF LITIGATION, COURT COSTS, ATTORNEYS' FEES AND EXPERT WITNESS FEES, WHICH ARISE OR ARE CLAIMED TO ARISE OUT OF OR IN CONNECTION WITH A BREACH OF THIS AGREEMENT OR THE PERFORMANCE OF THIS Supply Agreement Standard Form Page 4 of 7 Approved as to Legal Form October 29, 2021 AGREEMENT BY THE CONTRACTOR OR RESULTS FROM THE NEGLIGENT ACT, OMISSION, MISCONDUCT, OR FAULT OF THE CONTRACTOR OR ITS EMPLOYEES OR AGENTS. CONTRACTOR MUST, AT ITS OWN EXPENSE, INVESTIGATE ALL CLAIMS AND DEMANDS, ATTEND TO THEIR SETTLEMENT OR OTHER DISPOSITION, DEFEND ALL ACTIONS BASED THEREON WITH COUNSEL SATISFACTORY TO THE CITY ATTORNEY, AND PAY ALL CHARGES OF ATTORNEYS AND ALL OTHER COSTS AND EXPENSES OF ANY KIND ARISING OR RESULTING FROM ANY SAID LIABILITY, DAMAGE, LOSS, CLAIMS, DEMANDS, SUITS, OR ACTIONS. THE INDEMNIFICATION OBLIGATIONS OF CONTRACTOR UNDER THIS SECTION SHALL SURVIVE THE EXPIRATION OR EARLIER TERMINATION OF THIS AGREEMENT. 18. Termination. (A) The City may terminate this Agreement for Contractor's failure to comply with any of the terms of this Agreement. The City must give the Contractor written notice of the breach and set out a reasonable opportunity to cure. If the Contractor has not cured within the cure period, the City may terminate this Agreement immediately thereafter. (B) Alternatively, the City may terminate this Agreement for convenience upon 30 days advance written notice to the Contractor. The City may also terminate this Agreement upon 24 hours written notice to the Contractor for failure to pay or provide proof of payment of taxes as set out in this Agreement. 19. Owner's Manual and Preventative Maintenance. Contractor agrees to provide a copy of the owner's manual and/or preventative maintenance guidelines or instructions if available for any equipment purchased by the City pursuant to this Agreement. Contractor must provide such documentation upon delivery of such equipment and prior to receipt of the final payment by the City. 20. Limitation of Liability. The City's maximum liability under this Agreement is limited to the total amount of compensation listed in Section 3 of this Agreement. In no event shall the City be liable for incidental, consequential or special damages. 21. Assignment. No assignment of this Agreement by the Contractor, or of any right or interest contained herein, is effective unless the City Manager first gives written consent to such assignment. The performance of this Agreement by the Contractor is of the essence of this Agreement, and the City Manager's right to withhold consent to such assignment is within the sole discretion of the City Manager on any ground whatsoever. Supply Agreement Standard Form Page 5 of 7 Approved as to Legal Form October 29, 2021 22. Severability. Each provision of this Agreement is considered to be severable and, if, for any reason, any provision or part of this Agreement is determined to be invalid and contrary to applicable law, such invalidity shall not impair the operation of nor affect those portions of this Agreement that are valid, but this Agreement shall be construed and enforced in all respects as if the invalid or unenforceable provision or part had been omitted. 23. Order of Precedence. In the event of any conflicts or inconsistencies between this Agreement, its attachments, and exhibits, such conflicts and inconsistencies will be resolved by reference to the documents in the following order of priority: A. this Agreement (excluding attachments and exhibits), B. its attachments, C. the bid solicitation document including any addenda (Exhibit 1 ); then, D. the Contractor's bid response (Exhibit 2). 24. Certificate of Interested Parties. Contractor agrees to comply with Texas Government Code Section 2252.908, as it may be amended, and to complete Form 1295 "Certificate of Interested Parties" as part of this Agreement if required by said statute. 25. Governing Law. Contractor agrees to comply with all federal, Texas, and City laws in the performance of this Agreement. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 26. Public Information Act Requirements. This paragraph applies only to agreements that have a stated expenditure of at least $1,000,000 or that result in the expenditure of at least $1,000,000 by the City. The requirements of Subchapter J, Chapter 552, Government Code, may apply to this contract and the Contractor agrees that the contract can be terminated if the Contractor knowingly or intentionally fails to comply with a requirement of that subchapter. 27. Entire Agreement. This Agreement constitutes the entire agreement between the parties concerning the subject matter of this Agreement and supersedes all prior negotiations, arrangements, agreements and understandings, either oral or written, between the parties. Supply Agreement Standard Form Page 6 of 7 Approved as to Legal Form October 29, 2021 CONTRACTOR CPO Signature: * Printed Name: Thomas R. Wilson, P.E. Title: V.P. & G.M. Date: 5/16/24 CITY OF CORPUS CHRISTI Josh Chroniey Assistant Director of Finance— Procurement Date: i Attached and Incorporated by Reference: Attachment A: Scope of Work Attachment B: Bid/Pricing Schedule Attachment C: Insurance Requirements Attachment D: Warranty Requirements Incorporated by Reference Only: Exhibit 1: RFB No. 5808 Exhibit 2: Contractor's Bid Response Supply Agreement Standard Form Page 7 of 7 Approved as to Legal Form October 29, 2021 Attachment A- Scope of Work 1.1 General Reg uirements/Background Information The Contractor shall provide a 25% sodium chlorite solution as outlined in this Scope of Work to be used at the City of Corpus Christi ONSWTP. This chemical is used to generate chlorine dioxide and introduce chlorite into the treatment process. The 25% sodium chlorite solution must conform to all the requirements of this specification. 1.2 Scope of Work A. The Contractor shall provide with every delivery a chemical analysis for each chemical shipment, and the chemical analysis must include the percentage of assay, specific gravity and pH. MATERIAL REQUIREMENTS: The Sodium Chlorite Solution delivered under this agreement will meet the following specifications: Item Weight Assay 24.5 - 25.5% as NaC1O2 pH >12.0 Specific gravity 1 .211 Certified by the National Sanitation Foundation (NSF) to ANSI/NSF Standard 60 for drinking water treatment chemicals-health effects. The product must meet the American Water Works Association (AWWA) Standard B303-05. B. Orders will be placed by telephone or email. The Contractor will deliver the amount of sodium chlorite solution ordered within ten calendar days of order placement. No minimum or maximum purchase of sodium chlorite solution is guaranteed by the City within the duration of the contract. Revised 1 1.30.20 1.3 Delivery and Weighing Requirements A. Deliveries will be made to the following location: O. N. Stevens Water Treatment Plant 13101 Leopard St. Corpus Christi, Texas 78410 Deliveries shall be made between 8:00 a.m. and 5:00 p.m., Monday through Sunday, excluding holidays, unless specific arrangements are made otherwise. B. Shipments will be delivered in 4,000-gallon tank trucks. Each chemical shipment must be weighed on a state certified truck scale located within the city limits of Corpus Christi before delivery to and after unloading at the water treatment plant. C. Deliveries of sodium chlorite must be by drivers thoroughly trained and familiar with the related hazards, safety measures and spill cleanup procedures for Sodium Chlorite. All spills and leakage, regardless of size must be properly and immediately cleaned up by Contractor's personnel. The Contractor shall be required to respond to any and all such emergencies within eight (8) hours of being notified. D. The Contractor will be responsible for unloading the chemical. The Contractor shall provide any special equipment necessary for unloading, up to and including, hoses, connections, compressors, etc. E. The Contractor must provide an affidavit of compliance to the City of Corpus Christi stating that at the time of delivery the chemical furnished under the release order complies with all applicable requirements of this specification. F. The Contractor shall allow two hours "unloading time" for each chemical shipment, starting from the time the load enters the plant site to the time the unloading of the chemical shipment is completed. Unloading of the chemical is complete when unloading apparatus is disconnected from storage facilities and secured, and a designated City of Corpus Christi representative has signed all delivery tickets for each respective load. Any unloading time in excess of two hours which is directly attributable to the City will be paid for at the unit price bid for "Unloading Delays," rounded and prorated to the nearest quarter hour. This Revised 1 1.30.20 1. Supply Agreement No. and/or Purchase Order No. 2. Ship to: Local Name and Address 3. Invoice No. and Bill of Lading No. 4. Ordered by: Include Name of ONSWTP employee 5. Shipping Date and Invoice Date 6. Quantity, Unit Price and Total Price Revised 1 1.30.20 I � vsc� Attachment B - Bid/Pricing Schedule ow CITY OF CORPUS CHRISTI CONTRACTS AND PROCUREMENT o BID FORM hConroe R1, I852 RFB No. 5808 25% Sodium Chlorite Solution PAGE 1 OF 1 Date: 05/13/2024 Authorized Bidder: Evoqua Water Technologies LLC Signature: 1. Refer to "Instructions to Bidders" and Contract Terms and Conditions before completing bid. 2. Quote your best price for each item. 3. In submitting this bid, Bidder certifies that: a. the prices in this bid have been arrived at independently, without consultation, communication, or agreement with any other Bidder or competitor, for the purpose of restricting competition with regard to prices. b. Bidder is an Equal Opportunity Employer, and the Disclosure of Interest information on file with City's Contracts and Procurement office, pursuant to the Code of Ordinances, is current and true. c. Bidder is current with all faxes due and company is in good standing with all applicable governmental agencies. d. Bidder acknowledges receipt and review of all addenda for this REB. Item DescrEption Unit 2 Month Unit' Total Qty. Price Price i 1 25% Sodium Chlorite Wet Lbs. 1,750,000 $ 0.52 $910,000.00 Solution 2 Est. Unloading Delay Hrs. 40 $ 100.00 $4,000.00 f Charges E Total $ 914,000.00 Attachment C - Insurance Requirements CONTRACTOR'S LIABILITY INSURANCE 1 . Contractor must not commence work under this agreement until all insurance required herein has been obtained and approved by the City's Risk Manager or designee. Contractor must not allow any subcontractor to commence work until all similar insurance required of the subcontractor has been so obtained. 2. Contractor must furnish to the City's Risk Manager and Contract Administrator one (1 ) copy of Certificates of Insurance with applicable policy endorsements showing the following minimum coverage by an insurance company(s) acceptable to the City's Risk Manager. The City must be listed as an additional insured for the General Liability and Auto Liability policies by endorsement, and a waiver of subrogation endorsement is required on GL, AL and WC if applicable. Endorsements must be provided with Certificate of Insurance. Project name and/or number must be listed in Description Box of Certificate of Insurance. TYPE OF INSURANCE MINIMUM INSURANCE COVERAGE Commercial General Liability $1 ,000,000 Per Occurrence including: $1,000,000 Aggregate 1 . Commercial Broad Form 2. Premises - Operations 3. Products/ Completed Operations 4. Contractual Liability 5. Independent Contractors 6. Personal Injury- Advertising Injury AUTOMOBILE LIABILITY (including) $1,000,000 Combined Single Limit 1 . Owned 2. Hired & Non-owned 3. Rented & Leased WORKERS' COMPENSATION Statutory and complies with Part II of (All States Endorsement if Company is this Exhibit. not domiciled in Texas) Employer's Liability $500,000 / $500,000 / $500,000 POLLUTION LIABILITY $1,000,000 Per Occurrence Revised 1 1.30.20 3. In the event of accidents of any kind related to this project, Consultant must furnish the Risk Manager with copies of all reports of such accidents within 10 days of the accident. Additional Requirements - 1 . Applicable for paid employees, Contractor must obtain workers' compensation coverage through a licensed insurance company. The coverage must be written on a policy and endorsements approved by the Texas Department of Insurance. The workers' compensation coverage provided must be in an amount sufficient to assure that all workers' compensation obligations incurred by the Contractor will be promptly met. An All States endorsement shall be required if consultant is not domiciled in the State of Texas. 2. Contractor shall obtain and maintain in full force and effect for the duration of this Contract, and any extension hereof, at Contractor's sole expense, insurance coverage written on an occurrence basis, by companies authorized and admitted to do business in the State of Texas and with an A.M. Best's rating of no less than A- VII. 3. Contractor shall be required to submit replacement Certificate of Insurance to City at the address provided below within 10 days of any change made by the Contractor or as requested by the City. Contractor shall pay any costs incurred resulting from said changes. All notices under this Article shall be given to City at the following address: City of Corpus Christi Attn: Risk Management P.O. Box 9277 Corpus Christi, TX 78469-9277 4. Contractor agrees that with respect to the above required insurance, all insurance policies are to contain or be endorsed to contain the following required provisions: ■ List the City and its officers, officials, employees, and volunteers, as additional insureds by endorsement with regard to operations, completed operations and activities of or on behalf of the named insured performed under contract with the City, with the exception of the workers' compensation policy. ■ Provide for an endorsement that the "other insurance" clause shall not apply to the City of Corpus Christi where the City is an additional insured shown on the policy; Revised 1 1.30.20 ■ Workers' compensation and employers' liability policies will provide a waiver of subrogation in favor of the City; and ■ Provide 30 calendar days advance written notice directly to City of any cancellation, non-renewal, material change or termination in coverage and not less than ten calendar days advance written notice for nonpayment of premium. 5. Within five calendar days of a cancellation, non-renewal, material change or termination of coverage, Contractor shall provide a replacement Certificate of Insurance and applicable endorsements to City. City shall have the option to suspend Contractor's performance should there be a lapse in coverage at any time during this contract. Failure to provide and to maintain the required insurance shall constitute a material breach of this contract. 6. In addition to any other remedies the City may have upon Contractor's failure to provide and maintain any insurance or policy endorsements to the extent and within the time herein required, the City shall have the right to order Contractor to stop work hereunder, and/or withhold any payment(s) which become due to Consultant hereunder until Contractor demonstrates compliance with the requirements hereof. 7. Nothing herein contained shall be construed as limiting in any way the extent to which Contractor may be held responsible for payments of damages to persons or property resulting from Contractor's or its subcontractor's performance of the work covered under this contract. 8. It is agreed that Contractor's insurance shall be deemed primary and non- contributory with respect to any insurance or self-insurance carried by the City of Corpus Christi for liability arising out of operations under this contract. 9. It is understood and agreed that the insurance required is in addition to and separate from any other obligation contained in this agreement. 2023 Insurance Requirements Ins. Req. Exhibit 1 -B Purchase Contracts - Supply Agreements - Equipment Leases Hazardous Chemicals Delivered to City 01/01 /2023 Risk Management - Legal Dept Revised 1 1.30.20 Attachment D - Warranty Requirements "No manufacturer's warranty required for this Agreement." � S cl �o o� � µCORPOOI AGENDA MEMORANDUM 1852 Action Item for the City Council Meeting June 11, 2024 DATE: June 11 , 2024 TO: Peter Zanoni, City Manager FROM: Ernesto De La Garza, Director of Public Works ErnestoD2Ca-)cctexas.com (361) 826-1677 Josh Chronley, Assistant Director of Finance & Procurement Josh C2Ca-)cctexas.com (361) 826-3169 Pre-coated Aggregates for Road Surface Treatments for Public Works CAPTION: Motion authorizing execution of a one-year supply agreement, with a one-year option, with Brauntex Materials, Inc., of New Braunfels, in an amount not to exceed $191 ,250.00, with a potential of up to $382,500.00 if the option year is exercised, for pre-coated aggregates to be used on road surface treatments for Public Works, with FY 2024 funding of$191,250.00 from the Streets Fund. SUMMARY: A motion authorizing a one-year supply agreement with a one-year option with Brauntex Materials, Inc. for pre-coated aggregates to be used on road surface treatments for the Public Works Department. BACKGROUND AND FINDINGS: The acquisition of Pre-Coated Aggregates is a critical step in the construction and maintenance of a significant segment of the city's road infrastructure. These aggregates are meticulously selected for their exceptional adhesive qualities and their inherent resistance to stripping, attributes that are essential for ensuring the durability and service life of pavement surfaces. Pre-Coated Aggregates are distinguished by a coating of binder that enhances their ability to bond with the road material, thereby preventing the aggregates from becoming dislodged over time—a common problem that can lead to surface degradation and potholes. This robust bonding capability is particularly important for the underseal layer of roadways, where it functions as an indispensable shield against the incursion of water. When applied as part of the undersealing process, Pre-Coated Aggregates are evenly distributed over a layer of hot liquid asphalt. This combination forms a cohesive and resilient barrier that effectively repels water, ensuring that the foundational layers of the road remain dry and intact. By preventing water from seeping into and weakening the substructure, this protective layer plays a pivotal role in preserving the road's structural integrity. Moreover, the use of Pre-Coated Aggregates contributes to the overall longevity of the road by mitigating the effects of water damage, which can be exacerbated by cycles of freezing and thawing in colder climates. The result is a roadway section that not only provides a smoother and safer driving experience but also requires less frequent repairs, thus offering long-term economic benefits to the city. In summary, the strategic use of Pre-Coated Aggregates in the underseal of roadways is a proactive measure that serves to fortify the city's thoroughfares against the detrimental effects of water infiltration. This practice not only extends the lifespan of the road surface but also upholds the safety and reliability of the city's transportation network. PROCUREMENT DETAIL: Finance & Procurement conducted a competitive Request for Bid (RFB) process to obtain bids for a new contract for pre-coated aggregates Grades 3, 4, & 5 to repair roads and road surface treatments for the Public Works department. The City received two responsive, responsible bids, and is recommending the award to the lowest responsive, responsible bidder, Brauntex Materials, Inc. of New Braunfels. Brauntex Materials, Inc. outbid the incumbent supplier of pre-aggregate materials by 8.28% for the current bid or $15,840.00 in total. The cost of materials has increased over the life of the previous contract by 22.62% or $35,280.00 for the same amount of tons per year as shown in table below. Upon issuance of the RFB, a search of registered suppliers in the City's portal was conducted utilizing seven commodity codes related to this product which yielded 253 potential suppliers. These identified suppliers were notified of the solicitation via email. Staff Recommendation Item Previous Contract Brauntex Materials, Variance 2022 Inc. Pre-Coated Aggregate - $ 155,970.00 $ 191,250.00 $ 35,280.00 Item 302, Grade 3,4,5 ALTERNATIVES: An alternative to this motion is not to purchase this material. However, without this purchase the Public Works Department will not have the necessary material needed to provide proper bonding to prevent the penetration of water underneath the road. FISCAL IMPACT: The fiscal impact for FY 2024 is $191 ,250.00 with funding available in the Street Fund. FUNDING DETAIL: Fund: 1041 Streets Organization/Activity: 12430 Surface Preservation Department: 33 Streets Project # (CIP Only): N/A Account: 520130 Maintenance and Repairs RECOMMENDATION: Staff recommends approval of a one-year supply agreement a one-year option, with Brauntex Materials, Inc. of New Braunfels for pre-coated aggregates to be used on road surface treatments for Public Works as presented. LIST OF SUPPORTING DOCUMENTS: Service Agreement Bid Tab Presentation a� 0 0 0 0 u om a °�° o °N° o U _j N m 1�0 l�D t�D O i J � O N U) V '� O 0 � 0 CC Q O O O Cl) u G L M N —4 3 N a rn 0) rn 70 > L N Cl) O O O O O M 6 E u o 0 o io LO m L n n n �* 00) a rn ca m }? H as LL Im a, @ m Im Q x O O O a +) m a1 0 0 0 i co co co ca ca a) a U m Z d> � a a Cf r, r, r, i f6 aJ M H H H N w N cv m m 0 L L L C7 C7 C7 L Gl M M M } r-I E E E 0 O al al al ++ N v! O N +� +� +�+ J N •U hoM � � Ll1 U V L N ho ho hp 3 � N ho ho ho Q Q Q Q O L al al al a) ++ U �, Q m m m 0 op O v0 U U v w v U cn m a a a H DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 SC G� SUPPLY AGREEMENT NO. 5613 U Pre-Coated Aggregate, Grades 3, 4, 5 for Public Works yCaeaoRp 1852 THIS Pre-Coated Aggregate, Grades 3, 4, 5 for Public Works Supply Agreement ("Agreement") is entered into by and between the City of Corpus Christi, a Texas home- rule municipal corporation ("City") and Brauntex Materials, Inc. ("Contractor"), effective upon execution by the City Manager or the City Manager's designee ("City Manager"). WHEREAS, Contractor has bid to provide Pre-Coated Aggregate, Grades 3, 4, 5 for Public Works in response to Request for Bid No. 5613 ("RFB"), which RFB includes the required scope of work and all specifications and which RFB and the Contractor's bid response are incorporated by reference in this Agreement as Exhibits 1 and 2, respectively, as if each were fully set out here in its entirety. NOW, THEREFORE, City and Contractor agree as follows: 1. Scope. Contractor will provide Pre-Coated Aggregate, Grades 3, 4, 5 for Public Works in accordance with the attached Scope of Work, as shown in Attachment A, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. "Goods," "products", and "supplies", as used in this Agreement, refer to and have the same meaning. 2. Term. (A) The Term of this Agreement is one year beginning on the date provided in the Notice to Proceed from the Contract Administrator or the City's Procurement Division. The parties may mutually extend the term of this Agreement for up to one additional one-year periods ("Option Period(s)"), provided, the parties do so in writing prior to the expiration of the original term or the then-current Option Period. (B) At the end of the Term of this Agreement or the final Option Period, the Agreement may, at the request of the City prior to expiration of the Term or final Option Period, continue on a month-to-month basis for up to six months with compensation set based on the amount listed in Attachment B for the Term or the final Option Period. The Contractor may opt out of this continuing term by providing notice to the City at least 30 days prior to the expiration of the Term or final Option Period. During the month-to-month term, either Party may terminate the Agreement upon 30 days' written notice to the other Party. Supply Agreement Standard Form Page 1 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 3. Compensation and Payment. This Agreement is for an amount not to exceed $191,250.00, subject to approved extensions and changes. Payment will be made for goods delivered and accepted by the City within 30 days of acceptance, subject to receipt of an acceptable invoice. All pricing must be in accordance with the attached Bid/Pricing Schedule, as shown in Attachment B, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. Any amount not expended during the initial term or any option period may, at the City's discretion, be allocated for use in the next Option Period. Invoices must be mailed to the following address with a copy provided to the Contract Administrator: City of Corpus Christi Attn: Accounts Payable P.O. Box 9277 Corpus Christi, Texas 78469-9277 4. Contract Administrator. The Contract Administrator designated by the City is responsible for approval of all phases of performance and operations under this Agreement, including deductions for non-performance and authorizations for payment. The City's Contract Administrator for this Agreement is as follows: Name: Velma Pena Department: Public Works Phone: 361 .826.1933 Email: VelmaP@cctexas.com 5. Insurance. Before performance can begin under this Agreement, the Contractor must deliver a certificate of insurance ("COI"), as proof of the required insurance coverages, to the City's Risk Manager and the Contract Administrator. Additionally, the COI must state that the City will be given at least 30 days' advance written notice of cancellation, material change in coverage, or intent not to renew any of the policies. The City must be named as an additional insured. The City Attorney must be given copies of all insurance policies within 10 days of the City Manager's written request. Insurance requirements are as stated in Attachment C, the content of which is incorporated by reference into this Agreement as if fully set out here in its entirety. 6. Purchase Release Order. For multiple-release purchases of products to be provided by the Contractor over a period of time, the City will exercise its right to specify time, place and quantity of products to be delivered in the following manner: any City department or division may send to Contractor a purchase release order signed by an authorized agent of the department or division. The Supply Agreement Standard Form Page 2 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 purchase release order must refer to this Agreement, and products will remain with the Contractor until such time as the products are delivered and accepted by the City. 7. Inspection and Acceptance. City may inspect all products supplied before acceptance. Any products that are delivered but not accepted by the City must be corrected or replaced immediately at no charge to the City. If immediate correction or replacement at no charge cannot be made by the Contractor, a replacement product may be bought by the City on the open market and any costs incurred, including additional costs over the item's bid price, must be paid by the Contractor within 30 days of receipt of City's invoice. 8. Warranty. (A) The Contractor warrants that all products supplied under this Agreement are new, quality items that are free from defects, fit for their intended purpose, and of good material and workmanship. The Contractor warrants that it has clear title to the products and that the products are free of liens or encumbrances. (B) In addition, the products purchased under this Agreement shall be warranted by the Contractor or, if indicated in Attachment D by the manufacturer, for the period stated in Attachment D. Attachment D is attached to this Agreement and is incorporated by reference into this Agreement as if fully set out here in its entirety. 9. Quality/Quantity Adjustments. Any quantities indicated on the Bid/Pricing Schedule are estimates only and do not obligate the City to order or accept more than the City's actual requirements nor do the estimates restrict the City from ordering less than its actual needs during the term of the Agreement and including any Option Period. Substitutions and deviations from the City's product requirements or specifications are prohibited without the prior written approval of the Contract Administrator 10. Non-Appropriation. The continuation of this Agreement after the close of any fiscal year of the City, which fiscal year ends on September 30th annually, is subject to appropriations and budget approval specifically covering this Agreement as an expenditure in said budget, and it is within the sole discretion of the City's City Council to determine whether or not to fund this Agreement. The City does not represent that this budget item will be adopted, as said determination is within the City Council's sole discretion when adopting each budget. 11. Independent Contractor. Contractor will perform the work required by this Agreement as an independent contractor and will furnish such products in its own manner and method, and under no circumstances or conditions will any agent, servant or employee of the Contractor be considered an employee of the City. Supply Agreement Standard Form Page 3 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 12. Subcontractors. In providing the Goods, Contractor will not enter into subcontracts or utilize the services of subcontractors. 13. Amendments. This Agreement may be amended or modified only in writing executed by authorized representatives of both parties. 14. Waiver. No waiver by either party of any breach of any term or condition of this Agreement waives any subsequent breach of the same. 15. Taxes. The Contractor covenants to pay payroll taxes, Medicare taxes, FICA taxes, unemployment taxes and all other applicable taxes. Upon request, the City Manager shall be provided proof of payment of these taxes within 15 days of such request. 16. Notice. Any notice required under this Agreement must be given by fax, hand delivery, or certified mail, postage prepaid, and is deemed received on the day faxed or hand-delivered or on the third day after postmark if sent by certified mail. Notice must be sent as follows: IF TO CITY: City of Corpus Christi Attn: Velma Pena Title: Contracts and Funds Administrator Address: 2525 Hygeia Street, Corpus Christi, Texas 78415 Phone: 361 .826.1933 Fax: N/A IF TO CONTRACTOR: Brauntex Materials, Inc. Attn: William Fisher Title: President Address: 1504 Wald Rd., New Braunfels, Texas 78132 Phone: 830-625-6276 Fax: 830-620-7995 17. CONTRACTOR SHALL FULLY INDEMNIFY, HOLD HARMLESS AND DEFEND THE CITY OF CORPUS CHRISTI AND ITS OFFICERS, EMPLOYEES AND AGENTS ("INDEMNITEES') FROM AND AGAINST ANY AND ALL LIABILITY, LOSS, CLAIMS, DEMANDS, SUITS, AND CAUSES OF ACTION OF WHATEVER NATURE, CHARACTER, OR DESCRIPTION ON ACCOUNT OF PERSONAL INJURIES, PROPERTY LOSS, OR DAMAGE, OR ANY OTHER KIND OF INJURY, LOSS, OR DAMAGE, INCLUDING ALL EXPENSES OF Supply Agreement Standard Form Page 4 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 LITIGATION, COURT COSTS, ATTORNEYS' FEES AND EXPERT WITNESS FEES, WHICH ARISE OR ARE CLAIMED TO ARISE OUT OF OR IN CONNECTION WITH A BREACH OF THIS AGREEMENT OR THE PERFORMANCE OF THIS AGREEMENT BY THE CONTRACTOR OR RESULTS FROM THE NEGLIGENT ACT, OMISSION, MISCONDUCT, OR FAULT OF THE CONTRACTOR OR ITS EMPLOYEES OR AGENTS. CONTRACTOR MUST, AT ITS OWN EXPENSE, INVESTIGATE ALL CLAIMS AND DEMANDS, ATTEND TO THEIR SETTLEMENT OR OTHER DISPOSITION, DEFEND ALL ACTIONS BASED THEREON WITH COUNSEL SATISFACTORY TO THE CITY ATTORNEY, AND PAY ALL CHARGES OF ATTORNEYS AND ALL OTHER COSTS AND EXPENSES OF ANY KIND ARISING OR RESULTING FROM ANY SAID LIABILITY, DAMAGE, LOSS, CLAIMS, DEMANDS, SUITS, OR ACTIONS. THE INDEMNIFICATION OBLIGATIONS OF CONTRACTOR UNDER THIS SECTION SHALL SURVIVE THE EXPIRATION OR EARLIER TERMINATION OF THIS AGREEMENT. 18. Termination. (A) The City may terminate this Agreement for Contractor's failure to comply with any of the terms of this Agreement. The City must give the Contractor written notice of the breach and set out a reasonable opportunity to cure. If the Contractor has not cured within the cure period, the City may terminate this Agreement immediately thereafter. (B) Alternatively, the City may terminate this Agreement for convenience upon 30 days advance written notice to the Contractor. The City may also terminate this Agreement upon 24 hours written notice to the Contractor for failure to pay or provide proof of payment of taxes as set out in this Agreement. 19. Owner's Manual and Preventative Maintenance. Contractor agrees to provide a copy of the owner's manual and/or preventative maintenance guidelines or instructions if available for any equipment purchased by the City pursuant to this Agreement. Contractor must provide such documentation upon delivery of such equipment and prior to receipt of the final payment by the City. 20. Limitation of Liability. The City's maximum liability under this Agreement is limited to the total amount of compensation listed in Section 3 of this Agreement. In no event shall the City be liable for incidental, consequential or special damages. 21. Assignment. No assignment of this Agreement by the Contractor, or of any right or interest contained herein, is effective unless the City Manager first gives written consent to such assignment. The performance of this Agreement by the Contractor is of the essence of this Agreement, and the City Manager's right to Supply Agreement Standard Form Page 5 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 withhold consent to such assignment is within the sole discretion of the City Manager on any ground whatsoever. 22. Severability. Each provision of this Agreement is considered to be severable and, if, for any reason, any provision or part of this Agreement is determined to be invalid and contrary to applicable law, such invalidity shall not impair the operation of nor affect those portions of this Agreement that are valid, but this Agreement shall be construed and enforced in all respects as if the invalid or unenforceable provision or part had been omitted. 23. Order of Precedence. In the event of any conflicts or inconsistencies between this Agreement, its attachments, and exhibits, such conflicts and inconsistencies will be resolved by reference to the documents in the following order of priority: A. this Agreement (excluding attachments and exhibits); B. its attachments, C. the bid solicitation document including any addenda (Exhibit 1 ); then, D. the Contractor's bid response (Exhibit 2). 24. Certificate of Interested Parties. Contractor agrees to comply with Texas Government Code Section 2252.908, as it may be amended, and to complete Form 1295 "Certificate of Interested Parties" as part of this Agreement if required by said statute. 25. Governing Law. Contractor agrees to comply with all federal, Texas, and City laws in the performance of this Agreement. The applicable law for any legal disputes arising out of this Agreement is the law of the State of Texas, and such form and venue for such disputes is the appropriate district, county, or justice court in and for Nueces County, Texas. 26. Public Information Act Requirements. This paragraph applies only to agreements that have a stated expenditure of at least $1,000,000 or that result in the expenditure of at least $1,000,000 by the City. The requirements of Subchapter J, Chapter 552, Government Code, may apply to this contract and the Contractor agrees that the contract can be terminated if the Contractor knowingly or intentionally fails to comply with a requirement of that subchapter. 27. Entire Agreement. This Agreement constitutes the entire agreement between the parties concerning the subject matter of this Agreement and supersedes all prior negotiations, arrangements, agreements and understandings, either oral or written, between the parties. Supply Agreement Standard Form Page 6 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 CONTRACTOR rrII 1A1A 11Oocusigne(dby:: I^ Signature: Printed Name: Will Fischer Title: President Date: 5/8/2024 CITY OF CORPUS CHRISTI Josh Chronley Assistant Director of Finance — Procurement Date: Attached and Incorporated by Reference: Attachment A: Scope of Work Attachment B: Bid/Pricing Schedule Attachment C: Insurance Requirements Attachment D: Warranty Requirements Incorporated by Reference Only: Exhibit 1 : RFB No. 5613 Exhibit 2: Contractor's Bid Response Supply Agreement Standard Form Page 7 of 7 Approved as to Legal Form October 29, 2021 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 ATTACHMENT A: SCOPE OF WORK eo.PO.PSEO 1852 1.1 General Requirements/Background Information The Contractor shall provide pre-coated aggregate to be used for repair and maintenance projects throughout the City as outlined in this Scope of Work 1.2 Scope of Work The pre-coated aggregate for surface treatments shall meet TXDOT specification item 302, Type PE, grades 3, 4, and 5 pre-coated. (See Exhibit A). 1.3 Delivery Instructions and Locations - Materials shall be delivered as follows: A. Staff will contact the Contractor to schedule delivery dates. B. Pre-coated aggregate will be delivered to the City Material Yard at 5352 Civitan, Corpus Christi, TX 78415. C. The Contractor shall furnish a shipping/delivery ticket stating description and quantity delivered. 1.4 Contractor Quality Control and Superintendence The Contractor shall establish and maintain a complete Quality Control Program that is acceptable to the Contract Administrator to assure that the requirements of the Contract are provided as specified. The Contractor will also provide supervision of the work to insure it complies with the contract requirements. DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 302 EXHIBIT A Item 302 -- Texas Aggregates for Surface Treatments �Deparfmenf of Transporfatron 1. DESCRIPTION Furnish aggregate for surface treatments in conformance to the type,grade,and Surface Aggregate Classification(SAC)shown on the plans. 2. MATERIALS Furnish uncontaminated materials of uniform quality throughout that meet the requirements of the plans and specifications. Notify the Engineer of all proposed material sources and of changes to material sources.The Engineer will designate the sampling location. 2.1. Aggregate.Stockpile aggregates for each source and type separately. Do not add materials to approved stockpiles without the approval of the Engineer. Furnish aggregate of the type shown on the plans and listed in Table 1. Use Tex-100-E material definitions. Table 1 Aggregate Types Type Material A Gravel,crushed slag,crushed stone,or limestone rock asphalt LRA B Crushed gravel,crushed slag,crushed stone,or LRA C Gravel,crushed slag,or crushed stone D Crushed gravel,crushed slag,or crushed stone E 1 Aggregate as shown on the plans L Li htwei ht Aggregate PA Precoated gravel,crushed slag,crushed stone,or LRA PB Precoated crushed gravel,crushed slag,crushed stone,or LRA PC Precoated gravel,crushed slag,or crushed stone PD Precoated crushed gravel,crushed slag,crushed stone PE I Precoated aggregate as shown on the plans PL I Precoated lightweight aggregate Ensure the aggregate gradation meets the requirements in Table 2 for the specified grade,unless otherwise approved. Furnish aggregate that meets the requirements shown in Table 3,unless otherwise shown on the plans. Furnish LRA in accordance with DMS-9210,"Limestone Rock Asphalt(LRA),"when used. Provide aggregates from sources listed in the Departments Bituminous Rated Source Quality Catalog(BRSQC). Use material not listed or not meeting the requirements of the BRSQC only when tested by the Engineer and approved before use.Allow 30 calendar days for testing of material from such sources. Provide aggregates for final surfaces that meet the SAC shown on the plans. Do not blend to meet the SAC. The SAC requirement will apply only to the aggregate used on the travel lanes unless otherwise shown on the plans.The BRSQC lists the SAC for sources on the Aggregate Quality Monitoring Program(AQMP). Page 20 of 23 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 302 Table 2 Aggregate Gradation Requirements Cumulative%Retained Grade Sieve 1 2 3S2 3 4S2 4 5S2 5 Non- Lightweight Lightweight 7/8" 0-2 0 - - - 3/4" 1 20-35 0-2 1 0 0 0 5/8" 85-100 20-40 0-5 0-5 0-2 0 0 - - 1/2" - 80-100 55-85 20-40 10-25 0-5 0-5 0 0 3/8" 95-100 95-100 95-100 80-100 60-80 60-85 2040 0-5 0-5 1/4" - - - 95-100 95-100 - - 65-85 - #4 - - - - 95-100 95-100 95-100 50-80 #8 99-100 99-100 99-100 99-100 98-100 98-100 98-100 1 98-100 98-100 1. Round test results to the nearest whole number. 2. Single-size gradation. Table 3 Aggregate Re uirements Property Test Method Requirement Remarks Sampling Tex-221-F SAC AQMP As shown on the plans Deleterious Material,%,Max Tex-217-F,Part 1 2.0 Not required for lightweight aggregate. Decantation,%,Max Tex-406-A 1.5 Flakiness Index,Max Tex-224-F 17 Unless otherwise shown on the plans. Gradation Tex-200-F,Part I See Table 2 Los Angeles Abrasion,%,Max Tex-410-A 35 Magnesium Sulfate Soundness, Tex-411-A 25 5 Cycle,%,Max Not used for acceptance purposes. Micro-Deval Abrasion,%,Max Tex-461-A — Used by the Engineer as an indicator for further investigation. Coarse Aggregate Angularity, Tex-460-A,Part 1 85 Unless otherwise shown on the plans. 2 Crushed Faces,%,Min Only required for crushed gravel Additional Requirements for Li htwei ht Aggregate Dry Loose Unit Wt.,lb./cu.ft. Tex-404-A 35-60 Pressure Slaking,%,Max Tex-431-A 6.0 Freeze-Thaw Loss,%,Max Tex-432-A 10.0 Water Absorption,24 hr.,%,Max Tex-433-A 12.0 Unless otherwise shown on the plans. 2.2. Precoating. Precoat aggregate uniformly and adequately with asphalt material to the satisfaction of the Engineer when shown on the plans.Specific aggregates may be prohibited from being precoated when shown on the plans. Meet Table 2 and Table 3 requirements before precoating. Furnish precoated aggregate that spreads uniformly using approved mechanical spreading equipment. The Engineer retains the right to select a target value for the desired percent by weight of residual bitumen coating on the aggregate. Furnish precoated aggregate that is within±0.3%of the target value when tested in accordance with Tex-236-F.The Engineer may require trial batches to assist in selecting the target value. The Engineer retains the right to remove precoat material from aggregate samples in accordance with Tex-236-F and test the aggregate to verify compliance with Table 2 and Table 3 requirements.Gradation testing may be performed with precoat intact. Page 21 of 23 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 302 2.2.1. Asphalt Material. Precoat the aggregates with asphalt material that meets the requirements of Item 300, "Asphalts, Oils,and Emulsions." Use any asphalt material that meets the requirements of Item 300, "Asphalts, Oils,and Emulsions,"unless a specific precoat material is specified on the plans. 2.2.2. Additives. Use the type and rate of additive specified when shown on the plans.Add in accordance with Item 301,"AsphaltAntistripping Agents."Use Tex-530-C for verification during production testing unless otherwise directed. 3. EQUIPMENT Manufacture precoated aggregate in a mixing plant that produces uniformly coated aggregate. 4. CONSTRUCTION Deliver aggregate to the locations shown on the plans. Prevent segregation,mixing of the various materials or sizes,and contamination with foreign materials when aggregates are stockpiled.The Engineer will reject contaminated stockpiles. Provide adequate initial cooling of precoated aggregate to prevent asphalt or aggregate damage due to excessive heat buildup in stockpiles. Limit stockpile height to 3 ft. immediately after production when asphalt cement is the precoating material.Consolidate stockpiles after adequate cooling,as approved.The Engineer will reject stockpiles showing evidence of damage due to excessive heat buildup. Page 22 of 23 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 ATTACHMENT S - PRICING oust CITY OF CORPUS CHRISTI ° CONTRACTS AND PROCUREMENT BID FORM dC NFOR s xs�2 RFB No. 5613 Pre-Coated Aggregate, Grades 3, 4, 5 for Public Works Date: 71;_2 Authorized Bidder: r0.�Yx �/1Gtt�lQ�, S11�;. Signature: 1. Refer to "Instructions to Bidders" and Contract Terms and Conditions before completing bid. 2. Quote your best price for each item. 3. In submitting this bid, Bidder certifies that: a. the prices in this bid have been arrived at independently, without consultation, communication, or agreement with any other Bidder or competitor, for the purpose of restricting competition with regard to prices. b. Bidder is an Equal Opportunity Employer, and the Disclosure of Interest information on file with City's Contracts and Procurement office, pursuant to the Code of Ordinances, is current and true. c. Bidder is current with all taxes due and company is in good standing with all applicable governmental agencies. d. Bidder acknowledges receipt and review of all addenda for this RFB. 1-Year ITEM Description Unit Qty Unit Price Total Price Pre-Coated Aggregate-item 302, 1 Grade 3 Tons 750 $ bsloU A © Pre-Coated Aggregate-Item 302, r 2 Grade 4 Tons 750 $ S 00 $ Pre-Coated Aggregate-item 302, 3 Grade 5 Tons 750 $ $ Q� 1-Year Total $ "1 4 � DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 Attachment C: Insurance Requirements I. CONTRACTOR'S LIABILITY INSURANCE A. Contractor must not commence work under this agreement until all insurance required has been obtained and such insurance has been approved by the City. Contractor must not allow any subcontractor Agency to commence work until all similar insurance required of any subcontractor Agency has been obtained. B. Contractor must furnish to the City's Risk Manager and Contract Administer one (1) copy of Certificates of Insurance (COI) with applicable policy endorsements showing the following minimum coverage by an insurance company(s) acceptable to the City's Risk Manager. The City must be listed as an additional insured on the General liability and Auto Liability policies by endorsement, and a waiver of subrogation is required on all applicable policies. Endorsements must be provided with COI. Project name and or number must be listed in Description Box of COI. TYPE OF INSURANCE MINIMUM INSURANCE COVERAGE Commercial General Liability Including: $1,000,000 Per Occurrence 1 . Commercial Broad Form 2. Premises -Operations 3. Products/ Completed Operations 4. Contractual Liability 5. Independent Contractors 6. Personal Injury-Advertising Injury AUTO LIABILITY (including) $500,000 Combined Single Limit 1 . Owned 2. Hired and Non-Owned 3. Rented/Leased WORKERS' COMPENSATION Statutory EMPLOYER'S LIABILITY $500,000 /$500,000 /$500,000 v Page 1 of 3 DocuSign Envelope ID:6032887E-91 C941D70-A342-6COOD2401F0131 C. In the event of accidents of any kind related to this agreement, Contractor must furnish the Risk Manager with copies of all reports of any accidents within 10 days of the accident. II. ADDITIONAL REQUIREMENTS A. Applicable for paid employees, Contractor must obtain workers' compensation coverage through a licensed insurance company. The coverage must be written on a policy and endorsements approved by the Texas Department of Insurance. The workers' compensation coverage provided must be in an amount sufficient to assure that all workers' compensation obligations incurred by the Contractor will be promptly met. B. Contractor shall obtain and maintain in full force and effect for the duration of this Contract, and any extension hereof, at Contractor's sole expense, insurance coverage written on an occurrence basis, by companies authorized and admitted to do business in the State of Texas and with an A.M. Best's rating of no less than A- VII. C. Contractor shall be required to submit a copy of the replacement certificate of insurance to City at the address provided below within 10 days of the requested change. Contractor shall pay any costs incurred resulting from said changes. All notices under this Article shall be given to City at the following address: City of Corpus Christi Attn: Risk Manager P.O. Box 9277 Corpus Christi, TX 78469-9277 D. Contractor agrees that with respect to the above required insurance, all insurance policies are to contain or be endorsed to contain the following required provisions: • List the City and its officers, officials, employees, volunteers, and elected representatives as additional insured by endorsement, as respects operations, completed operation and activities of, or on behalf of, the named insured performed under contract with the City, with the exception of the workers' compensation policy; • Provide for an endorsement that the "other insurance" clause shall not apply to the City of Corpus Christi where the City is an additional insured shown on the policy; • Workers' compensation and employers' liability policies will provide a waiver of subrogation in favor of the City; and Page 2 of 3 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 + Provide 30 calendar days advance written notice directly to City of any, cancellation, non-renewal, material change or termination in coverage and not less than 10 calendar days advance written notice for nonpayment of premium. E. Within 5 calendar days of a cancellation, non-renewal, material change or termination of coverage, Contractor shall provide a replacement Certificate of Insurance and applicable endorsements to City. City shall have the option to suspend Contractor's performance should there be a lapse in coverage at any time during this contract. Failure to provide and to maintain the required insurance shall constitute a material breach of this contract. F. In addition to any other remedies the City may have upon Contractor's failure to provide and maintain any insurance or policy endorsements to the extent and within the time herein required, the City shall have the right to order Contractor to remove the exhibit hereunder, and/or withhold any payment(s) if any, which 1 become due to Contractor hereunder until Contractor demonstrates compliance with the requirements hereof. G. Nothing herein contained shall be construed as limiting in any way the extent to which Contractor may be held responsible for payments of damages to persons or property resulting from Contractor's or its subcontractor's performance of the work covered under this agreement. H. It is agreed that Contractor's insurance shall be deemed primary and non- contributory with respect to any insurance or self insurance carried by the City of Corpus Christi for liability arising out of operations under this agreement. 1. It is understood and agreed that the insurance required is in addition to and separate from any other obligation contained in this agreement. 2023 Insurance Requirements Ins. Req. Exhibit 4-B Contracts for General Services- Services Performed Onsite 01/01/2023 Risk Management- Legal Dept. Page 3 of 3 DocuSign Envelope ID:6032887E-91 C9-4D70-A342-6COOD240FOB1 ATTACHMENT D: WARRANTY REQUIREMENTS No Warranty required for Supply Agreement. Page 1 of 1 Loo�c. cn O O N . N • •O . a � o c� a� O oac O I W Mom\ O � w � bri bri •� 4-1 4-1 x -j . j � O 4-1 O 4-1 c� + u O j ooc c Wo VIVO _ A y iFa !� �t a t ��iil A'• a-+ a-+ Q � C!) V �I ,1 � S cl �o o� � µCORPOOI AGENDA MEMORANDUM 1852 Action Item for the City Council Meeting June 11, 2024 DATE: June 11, 2024 TO: Peter Zanoni, City Manager FROM: Ernesto De La Garza, Director of Public Works ErnestoD2@cctexas.com (361) 826-1677 Josh Chronley, Assistant Director of Finance & Procurement Josh C2(a-)cctexas.com (361) 826-3169 Trainings at Del Mar for Public Works CAPTION: Resolution authorizing a one-year professional services agreement, with four one-year options, with Del Mar College in an amount not to exceed $100,000.00, with a potential up to $500,000.00 if options are exercised, for training courses for the Public Works Department, with FY 2024 funding of $50,000 from the Streets Fund and $50,000 from the Storm Water Fund. SUMMARY: Motion authorizing a one-year professional services agreement, with four one-year options, with Del Mar College for training courses for the Public Works Department. BACKGROUND AND FINDINGS: This action item is in support of FY 2023 budget initiative for the Public Works Department to seek specialized training services with Del Mar College. The funding is part of an annual effort to provide training for our employees to enhance skill sets and promote safety knowledge of the workforce. Public Works Department has previously worked with Del Mar College to provide CDL training as a tool to fill critical positions within the City departments. The CDL training offered our employees an opportunity to be promoted within the Department and be successful in following the mission of Public Works. This strategic partnership is driven by Del Mar College's proven track record in delivering high- quality, comprehensive training programs that are tailored to the unique needs of public works professionals. The college's diverse range of courses aligns perfectly with the department's commitment to operational excellence and workplace safety. Del Mar College will provide instructional services for the Public Works Department on a variety of training topics to include, but not limited to: • Confined Space Training including Entry and Rescue • Excavator Training including hands on an excavator and backhoe • Mobile Crane Operator Training/Certification • Rigging and Material Handling • Trenching & Excavation Safety Systems • Personal Fall Protection • Small Motor/Pump Repair • Instrument Calibration, Installation, and Repair • Culture of Safety Training (Safety Leadership Training) • OSHA 10/30 Hour Training • CDL Class A Training • CDL Class B Training • Skid Steer Operator Safety Training By leveraging Del Mar College's expertise, the Public Works Department aims to ensure that its employees are not only equipped with the latest industry practices but also hold the necessary certifications to maintain the city's infrastructure effectively and safely. This initiative underscores the city's dedication to fostering a culture of continuous learning and safety, which is paramount in serving the community efficiently. PROCUREMENT DETAIL: This is a professional service agreement with Del Mar College under local Gov't code section 252.022(a)(4) a procurement for personal, professional, or planning services. The strategic local partnership with Del Mar College is delivering, cost effective, high-quality, comprehensive training programs at a lower cost to the City. The average cost savings per listed course is approximately 10% from published listing. ALTERNATIVES: An alternative is to not approve this agreement and the Public Works department won't be able to provide adequate training for their employees to ensure they are fully prepared to perform the essential functions of their jobs. FISCAL IMPACT: The fiscal impact of FY 2024 is $100,000 with $50,000 funding available in the Street Fund and $50,000 funding available in the Storm Water Fund. FUNDING DETAIL: Fund: 1041 Streets Fund Organization/Activity: 12400 Street Administration Department: 33 Streets Project # (CIP Only): N/A Account: 530350 Training Fund: 4300 Storm Water Fund Organization/Activity: 32000 Storm Water Administration Department: 47 Storm Water Project # (CIP Only): N/A Account: 530350 Training RECOMMENDATION: Staff recommends approval to execute this resolution authorizing execution of a one-year professional service agreement with Del mar College for training courses for the Public Works Department as presented. LIST OF SUPPORTING DOCUMENTS: Service Agreement Resolution Price Sheet Presentation Resolution authorizing a one-year professional services agreement, with four one-year options, with Del Mar College in an amount not to exceed $100,000.00, with a potential up to $500,000.00 if options are exercised, for training courses for the Public Works Department, with FY 2024 funding of $50,000 from the Streets Fund and $50,000 from the Storm Water Fund. WHEREAS, there is a need to procure various safety and training courses from Del Mar College on an as-needed basis for employees in the Public Works Department; WHEREAS, State law provides that such procurements, as outlined above, are subject to statutory procurement requirements, including competitive bids, unless an exemption applies; and WHEREAS, there is a statutory exemption for this procurement in Local Government Code, Section 252.022(a)(4), as these services are personal, professional, or planning services; therefore, Be it resolved by the City Council of the City of Corpus Christi, Texas: Section 1. The City Council specifically finds that the foregoing statements included in the preamble of this resolution are true and correct and adopts such findings for all intents and purposes related to the authorization of this procurement. Section 2. The City Manager, or his designee, is authorized to execute a one-year professional services agreement, with four one-year options, with Del Mar College in an amount not to exceed $100,000.00, with a potential up to $500,000.00 if options are exercised, for the Public Works Department, with FY 2024 funding of $50,000 from the Streets Fund and $50,000 from the Storm Water Fund. PASSED and APPROVED on the day of , 2024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary O O O O O O O O O O O O O O O O O O CDLO O O O O O O O O O O O O O O O O Op O N O O O O O O O O O O O O O O O O O Op O r 0 LO 0 0 0 10 LO 0 0 0 0 L 0 0 0 0 � O CL M � ('') 00 00 � 'Cl � N N O� 00 I� cl 00 V) LO O Q C; Ol N CO N N O` NC) I� U) 't N 't C) — "t N CD C O 0 cn73 c) N i N O O r 0 0 64 64 64 64 64 64 64 64 64 64 64 64 64 64 64 69 64 64 El? 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SECTION I. AGREEING PARTIES Receiving Party: Performing Party: City of Corpus Christi — Public Works Del Mar College 2525 Hygeia Street 101 Baldwin Blvd Corpus Christi, TX 78415 Corpus Christi,TX 78404 SECTION II. TERMS OF AGREEMENT A. This document shall be considered as a proposal for services until signed by both parties and, once signed,this Agreement is effective May 1,2024,and continuing through August 31,2025, unless earlier terminated in writing by either party with at least 10 days'advance notice. Prior to the expiration of the initial term,the parties may agree in writing to renew this Agreement for continuing one-year terms(Sept. I —Aug.31)up to a maximum renewal period totaling four years, unless earlier terminated in the manner set out in this subsection. B. Prices outlined by this Agreement will begin on May 1,2024,and will expire August 31, 2025. Upon expiration of the pricing in August 2025,the Performing Party shall provide the Receiving Party with an updated Pricing Table in writing, which will be incorporated into this Agreement without the formal necessity of amending this Agreement,and Receiving Party shall be subject to the updated Pricing Table then in effect during any applicable one-year renewal term of this Agreement. C. The Receiving Party agrees to pay for services within 30 days from receipt of invoice. D. Either party has the right to cancel or reschedule services or training specified by the Agreement in accordance with the terms outlined herein or in attachments or changes hereto. Such cancellation or scheduling requires written notice one(1)week prior to such cancellation or rescheduling. If services are cancelled, payment shall be due for all costs incurred, such as development costs and supply costs. Services can be rescheduled if agreed to by both parties. E. Neither party shall be responsible to the other for personal injuries, losses, claims, or demands caused by the acts or omissions, if any, of such party or its agents, employees, invitees, or subcontractors. The liability, if any, of either party shall be that prescribed by the laws of the State of Texas. Centerfor Economic Development n.M c Corporate Services & Workforce Programs DEL MAR COLLEGE F. The Receiving Party agrees that all employees attending class will abide by the college's Standards of Conduct, and that any employee or student deemed disruptive may be asked to leave the premises. G. Both parties agree to follow all State, City and College's Health & Safety Protocols regarding Covid-19 to include training at the college or client location. Employees, students and visitors showing symptoms of Covid-19, who have tested positive or have had close contact with a person who is lab-confirmed to have Covid-19 must not access College facilities. H. The continuation of this Agreement after the close of any fiscal year of the City of Corpus Christi, which fiscal year ends on September 30th annually, is subject to budget approval and appropriations specifically covering this Agreement as an expenditure in said budget, and it is within the sole discretion of the City's City Council to determine whether or not to fund this Agreement. The City does not represent that a budget item providing for this Agreement will be adopted, as that determination is within the City Council's sole discretion when adopting the budget. I. Contact persons are. Michael Nandin Belinda De La Cruz City of Corpus Christi Del Mar College Contracts/Funds Administrator Senior Director, Corporate Services Office: (361)826-1671 Office: (361)698-1062 Email: michaeln2 cr,cetexas.com Email: bdelacruz2(cr�delmar.edu SECTION III. STATEMENT OF SERVICES TO BE PERFORMED Del Mar College will provide the following in-person training workshops at college facilities: • Refer to the Table attached SECTION 1V. SERVICE COST • Refer to the Table attached • Del Mar requires pricing be reviewed annually. Minimum and maximum number of participants per workshop/training will vary per session. Pricing is based on the maximum number of participants. Please refer to the table attached. Pricing includes all instructional costs, participant handouts, supplies, and student fees. Continuing Education Units (CEUs) will be issued to each student upon successful completion of the training. Registration forms will be completed by each participant. The total training cost cannot exceed S 100,000 for the effective duration of this Agreement. Centerfor Economic Development 13209 S.Staples St. mail iLo:L Baldwin Blvd.,Corpus www.delmar.edu Corporate Services & Workforce Programs DEL MAR COLLEGE SECTION V. AGREEMENT This Agreement constitutes the entire Agreement between the parties and supersedes any prior understandings or written or oral agreements between the parties respecting the subject matter of this Agreement. Agreement shall be construed under and in accordance with the laws of the State of Texas. SECTION VI. CERTIFICATION OF BASIC AGREEMENT RECEIVING PARTY PERFORMING PARTY City of Corpus Christi—Public works Del Mar College _ Lcn—,K,,,;fl.11129.202�12',08 CDT; By: Authorized Signature By:Authorized Signature Lenora Keas Name Name Exec Vice President,Chief Operating Officer Title Title Legal Reviewer Signature(if applicable) Legal Reviewer Signature(if applicable) Jessica Alaniz Legal Reviewer Name(if applicable) Legal Reviewer Name(if applicable) 03/29/24 Date Signed Date Signed Development Centerfor Economic mail3.oi Baldwin Blvd.,Corpus Christi,TX 78404-38971 phone 361.698-1328 1 .- Ln 0 a000iaaa000O000IO'IOo .� N o LnoOot-5 noOOOlnlnOoO , Oo m ai N Ln to m 00 00 � to tD N r'V o) 00 I%• rn 00 Ln Ln m v a L m CJ� r,! m N N cr) N m r- Ln Rt N eF m r-I '[t N ih. m L Ll. CL t1} `� i/} t!h V). t/}: `� i/} -t' �lh t/� If). i/). 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O O • V , N V � � O •� U � a� Q op4 n� W L i c — .� O O O CD F O O O ' LO O U � O c6 O cn � a� ca •> o o (::) 41- - cu LL Na) 9 •� Li O N O N }' 4-0 c6 p 4-0N U) �cia O _ � O -1--j E V °�' a) .O CU a o .� o � U) >% a) U) U) o o a� CL m CL M c6 U — E 'CU 0 '� O (U O U O O CU U) O + O c6 Q {f} O c6 70 c6 � O � 0 ooc A L > O 'co cu tJ� �••r � ~ m QL OU OQ mO � c to o L4 .— \ oo a) a) L -0 = J J 70 tf E T U) 0 •� c6 cn � � UJODUcn O O AA A AAAA i c V � cn •— •� 70 o 70 >, a > ) 70 o : U) - 70 � = o = o 0 U .— — }, U 0 •� � 4-0 -Q L- O N O U ��_ U L - 70 Q a) m O 70 U Q L }' c� °� °� LL 70 0 0 0 0 ]� L a) � � c6 � M M OC 7 X _ - U O O O X O m cm O L � •C UWW o � E cna_ 0 A A A A A A SC 0 U NOflPOflAT E� xss AGENDA MEMORANDUM Action Item for the City Council Meeting of June 11, 2024 DATE: May 21, 2024 TO: Peter Zanoni, City Manager FROM: Jeff H. Edmonds, P.E., Director of Engineering Services a effreye(a-)cctexas.com (361) 826-3851 Wesley Nebgen, Director of Water System Infrastructure wes I ey N(a-)cctexas.co m (361) 826-3111 Construction Change Order Citywide Lift Station Repair (Williams Lift Station) CAPTION: Motion authorizing Change Order No. 3 with Associated Construction Partners, Ltd, Boerne, Texas, for the Citywide Lift Station Repair at the Williams Lift Station located in Council Districts 5, in an amount of $852,429.99 for a total amount not to exceed $13,261,725.76, with FY 2024 funding available from the American Rescue Plan Act Fund. SUMMARY: This change order authorizes payment for the replacement of the existing 36" force main that is located within the property of the Williams Lift Station. The remaining portion of the Williams Lift Station force main will be replaced under Capital Improvement Project 20085A. Replacing the identified portion of force main in this project will greatly reduce the construction cost of the future project by limiting the extent of bypass pumping that would be required. BACKGROUND AND FINDINGS: There are currently two projects that will address the aging infrastructure at Williams Lift Station. Project 21143 is designated to repair and rehab the existing pump station and is currently under construction. Project 20085A is to replace 8,400 linear feet of 36"wastewater force main from the Williams Lift Station to the Oso Wastewater Treatment facility and is currently under design. The Williams Lift Station rehabilitation project is currently under construction. The project includes temporary bypass pumping, replacement of four main pumps, and one jockey pump, suction and discharge piping replacement, new plug valves, new check valves, new electrical switchgear electrical and instrumentation upgrades, and other miscellaneous items of site work. A new emergency pumping connection, emergency generator, and odor control unit is to be installed. The lift station is currently on a bypass pump with a partial closure of Williams Drive. This change order is for $852,429.99 and will address three individual items including the replacement of a section of 36" pipe, installation of temporary power, and structural concrete repairs to the wet well. During the design for project 20085A, replacement of the 36" Williams force main, it was determined the project would require a second partial closure of Williams Drive and a shutdown of Williams Lift Station to connect the new piping. Since the current project at Williams lift station is already utilizing bypass pumping to maintain wastewater flows, it was determined that adding this additional scope and utilizing the current bypass would result in a cost benefit of nearly$500K for the city and reduce the future impact to commuters along Williams Drive. This work will consist of the replacement of approximately 100' of ductile iron pipe with PVC and will allow a future tie- in without having to bypass the lift station. The total cost of this change is $626,718.85. The second item in the change order is a provision to provide temporary power for the facility since the permanent equipment will not be delivered until November 2024. This temporary electrical plan will be active from the time the pump modifications are complete until the new electrical gear is installed and has a cost of $75,711.14. If this temporary plan is not approved, Williams Drive would need to remain partially closed and the lift station would need to remain on bypass pumping for several additional months at a cost of approximately $3,000 per day. The final item in the change order is $150,000 to repair unforeseen concrete failures inside the lift station wet well. The degradation of the concrete due to hydrogen sulfide gas only became visible once the lift station bypass pumping was installed and the wet well was dewatered. These repairs are critical to ensure the structural integrity of the asset and prevent future failures. Previous change orders included the addition of a 36-inch valve to reduce bypass pumping, modification to switchgear to bring to current City standards, and temporary private fencing in lieu of temporary chain link fencing. PROJECT TIMELINE: The Change Order No. 3 will add 35 additional calendar days to the construction contract. The anticipated construction completion date of the project is March 2025. ALTERNATIVES: Not awarding the Change Order will result in greater costs to the City on future Williams Lift Station Force Main construction projects. FISCAL IMPACT: The fiscal impact for FY 2024 is an amount of $852,429.99 with funding available from the American Rescue Plan Act Fund. FUNDING DETAIL: Fund: American Rescue Plan Act (Fund 1076) Department: Health (15) Organization: Grants & Capital Projects Funds (89) Project: Citywide Lift Station Repair (Williams Lift Station) (Project No. 21143) Account: Maint & Repairs (520130) Activity: 421002F Amount: $852,429.99 RECOMMENDATION: Staff recommends approval of this Change Order No. 3 in the amount of $852,429.99 with Associated Construction Partners, Ltd, Boerne, Texas, for the Citywide Lift Station Repair at the Williams Lift Station. LIST OF SUPPORTING DOCUMENTS: Location and Vicinity Map Change Order No. 3 CIP Page Capital Improvement Plan 2024 thru 2026 City of Corpus Christi, Texas A man7,oie Project# 21143 a-ribd ccessfar nte Project Name Williams Lift Station Upgrades 17 Type Irnprovement/Additions Department Wastewater Sewageispumped ows by Useful Life 25years Contact Director of Water Utilities arnnemediamheratntome Category Wastewater a higher elevationi e.g ry Priority Critical-Condition\longevityCouncil District 4wetweuchamber nersibteStatus Active ""�""sewage--chesaDescription n�az°� ed depth Williams Lift Station is the largest lift station in the City's Collection system and is a critical asset to the wastewater infrastructure.It transports approximately 30%of the City's wastewater(approximately 100,000 population)to Oso Water Reclamation Plant. The lift station was constructed in 1980 and has not had any upgrades. This project includes temporary bypass pumping,replacement of four main pumps and one jockey pump,suction and discharge piping replacement,new plug valves,new check valves,new electrical switchgear electrical and instrumentation upgrades and other emergency ,generator,and odor control unit will also be installed. Justification This project is needed to meet operational and regulatory requirements. Expenditures Prior Years 2024 2025 2026 Total Construction/Rehab 11,615,000 11,615,000 Testing 30,000 30,000 Inspection 100,000 100,000 200,000 Design 350,000 350,000 Contingency 250,000 250,000 Eng,Admin Reimbursements 200,000 30,000 230,000 Total 12,295,000 380,000 12,675,000 Funding Sources Prior Years 2024 2025 2026 Total Grant-American Rescue Act 11,615,000 11,615,000 Revenue Bonds 680,000 380,000 1,060,000 Total 12,295,000 380,000 12,675,000 Budget Impact/Other 71 This project will increase wastewater service response to regional economical and population growth. 329 CITY OF CORPUS CHRISTI ENGINEERING SERVICES CHANGE ORDER VENDOR ID NO.: 130710 PROJECT: City-Wide Lift Station Repairs 2018-2019(Williams LS) CONTRACT NO.: 3987 CONTRACTOR: Associated Construction Partners,Ltd ENGINEER: Urban Engineering PROJECT NUMBER: 21143 PROJECT MANAGER: Sandra Gomez CHANGE ORDER NO: 3 OPERATING DEPT.: Wastewater CHANGE ORDER DATE: 4/18/2024 Make the following additions,modifications or deletions to the work described in the Contract Documents: ADDITIONS Quantity Unit Unit Price Total reason PART B-WILLIAMS LIFT STATION B3.001 Temporary Power(COR 8,RFI 15) 1 LS $ 75,711.14 $ 75,711.14 B-N5 42"FM-Subtract Wey Valve(COR 9.REV.4,RFI 28) 1 LS $ 626,718.85 $ 626,718.85 Subtotal: $ 702,429.99 PART C-MANDATORY ALLOCATIONS Cl ALLOWANCE-PART C-(C 1)Utility Unforeseen Allocation 1 AL $ 150,000.00 $ 150,000.00 City Request:No RFI/COR needed. Subtotal: $ 150,000.00 Additional Contract Time Due To:Scope of Work none DAY $ $ - Additional Contract Time Due To:Rain/Weather none DAY S $ - Additional Contract Time Due To:Critical Path Delays none DAY $ $ Additional Contract Time Due To:Other none DAY S $ - Additions Total: $ 852,429.99 DELETIONS Quantity Unit Unit Price Total n/a n/a Deletions Total: $ - Additional Calendar Days requested 0 NET TOTAL OF THIS CHANGE ORDER: $ 852,429.99 Why was this Change necessary: B3.001:PCO 98 is the Temporary Power Plan.The reason why we needed a Temporary Power Plan is because we are not receiving some important Electrical Equipment until November 2024 and CCW wanted the pumps Willliams Lift Station running before then.This Temporary Power Plan allowas to have a few pumps online till the Electrical Equipment gets here.This way we don't have to worry about the old pumps failing. B-N5:PCO#9 is a 42 Inch line that we are trying to install while we have the system down on Bypass and take advantage of the Bypass being online so the City wont have to pay for a Bypass later for the future work Cl-Unforeseen Condition Allowance has been added per City Request for future RFI/COR,if any. This Contract Modification represents Final Adjustment for any and all amounts due or to become due to Contractor for changes referred to herein.Contractor further releases all other claims,if any(except those claims previously submitted in writing in strict accordance with the Contract),for additional compensation under this Contract,including without limitation any rights Contractor may have for additional compensation arising out of delays or disruption of Contractor's schedule as may have arisen prior to the date of this Contract Modification.Unless otherwise expressly provided herein,the time of completion and all other terms and conditions of the Contract remain unchanged Original Contract Amount $ 11,615,000.00 Proposed Change Order Maximum Change Order Contingency Amount(25%) S 2,903,750.00 Funding Source(s) Remaining Available Contingency Amount(including this CO) S 1,982,024.24 SECTION/FUND FUND: XXXX-XX-XX PreviouslyA roved Change Order Amount S 69,295.77 ACCOj : XXXXXX Proposed Change Order Amount $ 852,429.99 for use by CAP ACTIVITY: Xxxxxx-XX-XXXX-XXX Revised Contract Amount $ 12,536,725.76 for use by CAP AMOUNT: $0.00 Percent of Total Change Orders(including this CO) 7.94% SECTION/FUND Original Contract Time for Substantial Completion 240 CD's FUND: XXXX-XX-XX Notice to Proceed Date 5/16/2022 ACCOUNT: XXXXXX Original Substantial Completion Date 1/11/2023 ACTIVITY: XXXXXX-XX-XXXX-XXX AMOUNT: $0.00 Previously Approved Change Order Time 779 CD's Additional Time on This Change Order 0 CD's SECTION/FUND Revised Contract Time for Substantial Completion 1019 CD's FUND: XXXX-XX-XX Revised Substantial Completion Date 2/28/2025 for use b CAP ACCOUNT: Xxxxxx ACTIVITY: xxxxxx-XX-XXXX-XXX CONTRACTOR AMOUNT: $0.00 REQUESTED BY:Associated Construction Partners,Ltd SECTION/FUND FUND: XXXX-XX-XX ACCOUNT: xxxxxx Jilian Simpson Date ACTIVITY:I XXXXXX-XX-XXXX-xxx President AMOUNT:1$0.00 CITY OF CORPUS CHRISTI ENGINEERING SERVICES CHANGE ORDER VENDOR ID NO.: 130710 PROJECT: City-Wide Lift Station Repairs 2018-2019(Williams LS) CONTRACT NO.: 3987 CONTRACTOR: Associated Construction Partners,Ltd ENGINEER: Urban Engineering PROJECT NUMBER: 21143 PROJECT MANAGER: Sandra Gomez CHANGE ORDER NO: 3 OPERATING DEPT.: Wastewater CHANGE ORDER DATE: 4/18/2024 Make the following additions,modifications or deletions to the work described in the Contract Documents: CITY OF CORPUS CHRISTI REVIEWED BY: APPROVED BY: Lorena Skrobarczyk Date Jeff H.Edmonds,P.E. Date Construction Supervisor Director of Engineering Services RECOMMENDED BY: APPROVED BY: David Thornburg Date ($50,000.00-$99,999.99)Neiman Young Date Construction Engineer Assistant City Manager initials APPROVED AS TO Authorized Legistrar No. FORM:Janet Whitehead Date Assistant City Attorney By Council Council Date RECOMMENDED BY: ATTEST: Kamil Taras Date (Council)Rebecca Huerta Date Management and Budget Designee (>_$100,000.00 or>_25%)City Secretary COR 8, RFI 15 REQUEST FOR INFORMATION 133.001, + 0 CDs RFI# 15 DATE 6/9/2023 DATE NEEDED BY ASAP TO: IBurl Ritchie, Inspector PROJECT NAME Citywide LS(Williams) City of Corpus Christi IPROJECT NUMBER 121143/AC 1502 RFI DESCRIPTION Temporary Power Plan; Will this plan be acceptable for purposes of getting the new pumps online? SUBMITTED BY: Rachel Fitchett DATE: 6/9/2023 RESPONSE TO RFI Although not stated, the purposed of this purposed temporary power plan is a result of the new electric gear reported delivery date of Nov. 2024. This plan would have to be in use from when the pump and piping modifications are completed until the new gear is delivered. We have reviewed and agree with the Contractor's concept, however the following items need to be addressed: 1. If the intent is to use the salvaged 480V VFD from the Allison WWTP, confirm the VFD is large enough to serve new Williams Jockey pump and that is operational.. 2. Due to the anticipated time for the temporary power arrangement, placing the new 4160V in the pump room area will require a temporary climate controlled electrical enclosure. Provide a sketch layout. 3. Confirm with Eaton that the existing 4160V switches are functional for this temporary use. 4. Confirm the existing non-functional 4160V sections can be removed to allow for more space in electrical room. 5. Provide proposed schedule for outages, gear delivery, installation, etc. Once this information is received we will schedule a meeting with all stakeholders to discuss the proposed plan. Mark Maroney, P.E. Urban Engineering June 26, 2023 The City agrees with Urban Engineering . ACP needs to review and reply to the 5 items listed and from there we can move forward. Burl Ritchie 6-29-2023 RFI 15 ,8 C. W. Campbell Electric, Inc. COR COR , +0 CDs 802 Cantwell Lane Corpus Christi, TX 78408 Phone 361-887-0766 Fax 361-887-0767 cell 361-319-2286 License# 19713 Temporary Power Plan June 8, 2023 Regulated by the Texas Department of Licensing and Regulation, P.O.Box 12157,Austin,TX 78711,(800)803-9202,(512)463-6599;website: www.license.state.tx.us/complaints Project: Williams Lift Station Location: Corpus Christi The following plan is submitted for approval as alternative to continue construction and bring the lift station online. • Install two new 4160v VFDs (P1 & P2) at exiting motor locations. Connect new VFD to existing conduit and wiring feeding existing motors. Provide wire extensions and replacement as needed. New VFDS will connect to two (2) still functioning existing switches in existing 4160v lineup. Existing switches will serve as load interrupters only. o Utilize Eaton Field Service group for any modifications necessary to existing 4160V lineup o If possible, remove last section of existing 4160v line up. Will install New VFD (P4) at this location • Install new 4160 Pump connection boxes. Provide temporary connections to box from new VFD. Install conduit down to new pump locations • Install new Panelboard in lieu of new MCC. Provide a temporary standalone VFD 480V for the Jockey Pump. Connect new Panelboard to existing conduit and wiring serving existing MCC. • Demo existing MCC, Pump Control Panels and low voltage panel • Install new transformer and new low voltage panel • Install all new branch conduit and wiring, light fixtures and devices • Install new SCADA and control systems • Install all conduit from loads to area adjacent to new 4160v Line Up • Install all conduit from generator and pad mount transformers to area adjacent to new 4160v line up • Test all control systems and VFD's • Bring two (2) new pumps and new Jockey pump on line New 4160V line arrival • Install new 4160v lineup and tie in all conduits and wiring. • Bring New Lineup and P4 VFD online. • Move new Panelboard to permanent service T3 • Shutdown existing AEP service and Demo existing 4160v Line up • Install new P3 VFD and connect conduit and wiring • Move new P1 and P2 VFDs into permanent position and connect conduit and wiring Respectfully, Randall Eulenfeld. Vice President E-mail: Randall(a,CWCampbellElectric.com COR 8, RFI 15 -__ 133.001, +0 CDs CHANGE ORDER TO: COCC PCO# 08 Brian Wik, PE DATE 4/14/2024 PROJECT NAME Williams LS PROJECT# 1502/21143 Temp Power Cost Summary: Material $ 2,099.00 Subcontract $ 48,059.00 Labor $ 17,375.20 Subsistance $ 1,130.71 Equipment $ - General Conditions $ 60.00 Profit $ 5,502.69 Bond $ 1,484.53 Total $ 75,711.14 Days Required 0 If you have any questions,feel free to contact me at(512)845-2665. Sincerely, Chad Riley, Project Manager Associated Construction Partners, Ltd. 215 W Bandera Rd., Ste. 114-461 Boerne,TX 78006 210-698-8714 6�w tul 4/22/24 Contractor Signatur VICtOY Digitally signed Date by Victor Vargas /y Date:2024.04.16 Va 1r g a S 14:34:49-05'00' Engineer Signature Date Owner Signature Date Page 1 of 1 COR 8, RFI 15 B3.001, +0 CDs } Notes The purpose of the PCO is to provide temporary power as a result of the new electrical gears current delivery date of Nov. 2024. This temporary plan will be in use from when the pump and piping modifications are complete until the new gear is delivered. Inclusions Install two new VFDs at temporary location. Connect drives to existing conduit and wiring feeding existing motors. Provide wire extensions and replacement as needed. VFDs will connect to two still functioning switches in existing med voltage line up. Install new panelboard in lieu of MCC Test all controls systems and VFDs Exclusions Page 2 of 5 COR 8, RFI 15 B3.001, +OCDs Materials Material Unit Qty UNIT COST Total Lumber,insulation and fastners Is 1.0 $ 1,200.00 $ 1,200.00 AC window unit Is 1.0 $ 899.00 $ 899.00 Subtotals $ 2,099.00 Tax 0.00% $ - Material Overhead&Profit 15% $ 314.85 Bid Bond 2% $ 48.28 Grand Total $ 2,462.13 Subcontract Description Unit Qty UNIT COST Total C.W.Campberll Electric Is 1 $ 48,059.00 $ 48,059.00 $ $ $ $ $ $ Subtotals $ 48,059.00 Tax 0.00% $ - Sub Markup% 5% $ 2,402.95 Bid Bond 2% $ 1,009.24 Grand Total $ 51,471.19 Page 3 of 5 COR 8, RFI 15 B3.001, +0 CDs Labor Calculation UNIT COST TOTAL COST Lobor Description #Emp Days Daily Rate Burden(%) Labor Cost Overtime(hr) Total Overtime Total Supervision 1 8 $ 467.28 35% $ 5,046.62 2.0 $ 2,523.31 $ 7,571.94 Project Manager 1 3 $ 580.56 35% $ 2,351.27 0.0 $ - $ 2,351.27 Skilled Labor 1 8 $ 216.00 35% $ 2,332.80 2.0 $ 1,166.40 $ 3,499.20 General Labor 2 8 $ 183.00 35% $ 3,952.80 0.0 $ - $ 3,952.80 Equipment Operator 0 0 $ - 35% $ - 0.0 $ $ - Pipe Layer 0 0 $ 35% $ 0.0 $ $ Piping/Mechanical 0 0 $ 35% $ 0.0 $ $ Welder/Mechanic 0 0 $ 35% $ 0.0 $ $ $ 35% $ 0.0 $ $ $ 35% $ 0.0 $ $ $ 35% $ - 0.0 $ $ - Subtotals $ 13,683.49 $ 3,689.71 $ 17,375.20 Overhead&Profit 15% $ 2,606.28 Bid Bond 2% $ 399.63 Grand Total $ 20,381.11 Subsistance UNIT COST TOTAL COST Equipment Description #Emp Days PerDeim(Daily) Fuel(Weekly) PerDeim Fuel Hotels Total Supervision 1 5 $ 25.00 $ 100.00 $ 125.00 $ 71.43 $ 115.00 $ 311.43 Project Manager 0 0 $ - $ 100.00 $ - $ - $ - $ - Skilled Labor 1 5 $ 25.00 $ 100.00 $ 125.00 $ 71.43 $ 115.00 $ 311.43 General Labor 2 5 $ 25.00 $ 100.00 $ 250.00 $ 142.86 $ 115.00 $ 507.86 Equipment Operator 0 0 $ - $ 100.00 $ - $ - $ - $ - Pipe Layer 0 4 $ $ 100.00 $ $ $ $ Piping/Mechanical 0 0 $ $ 100.00 $ $ $ $ Welder/Mechanic 0 0 $ $ 100.00 $ $ $ $ 0 0 $ $ $ $ $ $ 0 0 $ $ $ $ $ $ 0 0 $ $ $ - $ $ $ Subtotals $ 500.00 $ 285.71 $ 345.00 $ 1,130.71 Tax 0.00% $ - Overhead&Profit 15% $ 169.61 Bid Bond 2% $ 26.01 Grand Total $ 1,326.33 Page 4 of 5 COR 8, RFI 15 B3.001, +0 CDs Equipment Calculation UNIT COST TOTAL COST Equipment Description #Equip Days Daily Rate Fuel Rate Equip Cost Delivery Pick Up Total Subtotals $ $ $ $ Tax 0.00% $ Overhead&Profit 15% $ Bid Bond 2% $ Grand Total $ General Conditions Description Unit Days UNIT COST TOTAL Port a potty 1 5 $ 12.00 $ 60.00 $ $ $ $ is $ Subtotals $ 60.00 Tax 0.00% $ - Overhead&Profit 15% $ 9.00 Bid Bond 2% $ 1.38 Grand Total $ 70.38 Page 5 of 5 COR 9.REV.4, RFI 28 REQUEST FOR INFORMATION B-N5, +OCDs RFI # 28 DATE 4/23/2024 DATE NEEDED BY ASAP TO: IBurl Ritchie, Inspector PROJECT NAME Citywide LS (Williams) City of Corpus Christi IPROJECT NUMBER 121143 /ACP 1502 RFI DESCRIPTION 42" Force Main; Does the City want pricing for the 42" FM as noted in the new plan sheets provided by Urban Engineering? SUBMITTED BY: Rachel Fitchett DATE: 4/23/2024 RESPONSE TO RFI Yes please. The City will need pricing for the installing of the New 42" FM at the Williams Lift Station. Burl Ritchie 4-23-2024 RESPONSE BY: 5U41-111 1 DATE:4-23-2024 COR9.REV.4, RFI 28 B-N5, +OCDs f CHANGE ORDER TO: COCC PCO# 9- Rev4 Brian Wik, PE DATE 4/30/2024 PROJECT NAME Williams LS PROJECT# 1502/21143 42" FM -Subtract Wey Valve Cost Summary: Material $ 254,044.91 Subcontract $ 31,350.00 Labor $ 110,186.95 Subsistance $ 9,087.14 Equipment $ 142,670.00 General Conditions $ 360.00 Total $ 626,718.85 Days Required If you have any questions,feel free to contact me at 512-845-2665 Sincerely, Chad Riley, Project Manager Associated Construction Partners, Ltd. 215 W Bandera Rd., Ste. 114-461 Boerne,TX 78006 210-698-8714 Contractor Signature Date Engineer Signature Date Owner Signature Date Page 1 of 5 COR 9.REV.2, RFI 28 B-N5, +OCDs Notes Inclusions An additional 30 days of bypass is included in this change order. Exclusions Groundwater mitigation is excluded. If groundwater is found during the course of excavation, additional shoring and groundwater mitigation will be required. Page 2 of 5 COR9.REV.4, RFI 28 ACP B-N5, +OCDs Materials Material Unit Qty UNITCOST Total Pipe and Fittings LS 1.0 $ 251,244.91 $ 251,244.91 WeyValve LS 0.0 $ 167,225.00 $ - Bedding tons 80.0 $ 35.00 $ 2,800.00 $ $ $ $ Subtotals $ 254,044.91 Tax $ - Material Overhead&Profit $ 38,106.74 Bid Bond $ - Grand Total $ 292,151.65 Subcontract Description Unit Qty UNITCOST Total Fusion Tech day 3 $ 3,100.00 $ 9,300.00 Fusion Machine Freight,Corona,CA LS 1 $ 12,000.00 $ 12,000.00 Fusion Tech Mob LS 1 $ 450.00 $ 450.00 Pavement repair SF 800 $ 12.00 $ 9,600.00 $ $ Subtotals $ 31,350.00 Tax 0.00% $ - Sub Markup% 5% $ 1,567.50 Bid Bond 0% $ - Grand Total $ 32,917.50 Page 3 of 5 COR9.REV.4, RFI 28 X A,{ k �, B-N5, +OCDs Labor Calculation UNIT COST TOTAL COST Lobor Description p Emp Days Daily Rate Burden(%) Labor Cost Overtime(hr) Total Overtime Total Supervision 1 40 $ 467.28 35% $ 25,233.12 2.0 $ 12,616.56 $ 37,851.68 Project Manager 1 3 $ 580.56 35% $ 2,351.27 0.0 $ - $ 2,351.27 Skilled Labor 4 40.0 $ 216.00 35% $ 46,656.00 2.0 $ 23,328.00 $ 69,984.00 General Labor 0 0 $ 183.00 35% $ - 0.0 $ - $ - Equipment Operator 0 0 $ - 35% $ 0.0 $ $ Pipe Layer 0 0 $ 35% $ 0.0 $ $ Piping/Mechanical 0 0 $ 35% $ 0.0 $ $ Welder/Mechanic 0 0 $ 35% $ 0.0 $ $ $ 35% $ 0.0 $ $ $ 35% $ 0.0 $ $ $ 35% i $ - 0.0 $ $ - Subtotals $ 74,240.39 $ 35,944.56 $ 110,186.95 Overhead&Profit 15% $ 16,528.04 Bid Bond 0% $ - Grand Total $ 126,714.99 Subsistance UNIT COST TOTAL COST Equipment Description p Emp Days PerDeim(Daily) Fuel(Weekly) PerDeim Fuel Hotels Total Supervision 1 40 $ 30.00 $ 100.00 $ 1,200.00 $ 571.43 $ 115.00 $ 1,886.43 Project Manager 0 0 $ - $ 100.00 $ - $ - $ - $ - Skilled Labor 4 40 $ 30.00 $ 100.00 $ 4,800.00 $ 2,285.71 $ 115.00 $ 7,200.71 General Labor 0 0 $ 30.00 $ 100.00 $ - $ - $ - Equipment Operator 0 0 $ - $ 100.00 $ $ $ - $ Pipe Layer 0 0 $ $ 100.00 $ $ $ $ Piping/Mechanical 0 0 $ $ 100.00 $ $ $ $ Welder/Mechanic 0 0 $ $ 100.00 $ $ $ $ 0 0 $ $ $ $ $ $ 0 0 $ $ $ $ $ $ 0 0 $ $ $ $ $ $ Subtotals $ 6,000.00 $ 2,857.14 $ 230.00 $ 9,087.14 Tax $ - Overhead&Profit $ 1,363.07 Bid Bond $ - Grand Total $ 10,450.21 Page 4 of 5 COR 9.REV.2, RFI 28 B-N5, +OCDs Equipment Calculation UNITCOST TOTALCOST Equipment Description p Equip Days Daily Rate Fuel Rate Equip Cost Delivery Pick Up Total Shoring 1 30 $ 279.00 $ $ 8,370.00 $ 250.00 $ 250.00 $ 8,870.00 Mid Size Excavator 1 30 $ 179.00 $ $ 5,370.00 $ - $ - $ 5,370.00 Forklift 1 30 $ 323.00 $ $ 9,690.00 $ $ $ 9,690.00 Bypass System 1 30 $ 3,958.00 $ $ 118,740.00 $ $ $ 118,740.00 $ $ $ $ $ $ Subtotals $ 142,170.00 $ 250.00 $ 250.00 $ 142,670.00 Tax 0.00% $ - Overhead&Profit 15% $ 21,400.50 Bid Bond 0% $ - Grand Total $ 164,070.50 General Conditions Description Unit Days UNITCOST TOTAL Port potty 30 30 $ 12.00 $ 360.00 Subtotals $ 360.00 Tax 0.00% $ - Overhead&Profit 15% $ 54.00 Bid Bond 0% $ - Grand Total $ 414.00 Page 5 of 5 so ova H aoAPaaa,a AGENDA MEMORANDUM xs52 Action Item for the City Council Meeting June 11, 2024 DATE: June 11, 2024 TO: Peter Zanoni, City Manager FROM: Brandon Wade, Fire Chief brandonw@cctexas.com 361-826-3900 Submission of an Application to Nationwide Insurance for $10,000 for training and rescue supplies for the Corpus Christi Fire Department CAPTION: Resolution authorizing the submission of an application to Nationwide Mutual Insurance Company for funding in the amount of$10,000 for one six-hour training session and one new grain rescue tube for grain bin rescues for the Corpus Christi Fire Department. SUMMARY: This resolution authorizes the Corpus Christi Fire Department (CCFD) to submit an application for training and funding from Nationwide Mutual Insurance Company for rescue equipment and training valued up to$10,000. If the funding is approved, there will be no City cash match required. The funds will help to enhance the safety of the public and firefighters by providing essential tools and training. BACKGROUND AND FINDINGS: The Nationwide Mutual Insurance Company partners annually with the National Education Center for Agricultural Safety to award funding for emergency responders that respond to grain bin rescue situations. Since it began, Nationwide Mutual Insurance Company has awarded tubes and training to 332 fire departments across 32 states. Two of the previous awards went to Texas fire departments (Maxwell Community Volunteer Fire Department and Tri-County Fire Department). If awarded, the funding will provide financial assistance for critically needed resources to train and equip CCFD emergency personnel to respond to grain bin incidents. Specifically, the funds will be used to provide a six-hour grain entrapment rescue training session and one new grain rescue tube. The grain rescue tube is comprised of five-foot panels that are 18" wide and weighs 17 pounds. These grain rescue tubes allow for a 20" opening with pivotable panels for different rescue situations. The panels are pushed into the grain via steps on the side or from the slide handle. The tube can also be used to build a wall in front of the victim if the grain is stacked in front of them. The six-hour training session consists of hands-on training for emergency responders to learn how to deploy and operate the grain rescue tube. CCFD has responded to three grain bin incidents in the last 15 years. The most recent response to a grain bin incident by CCFD was in July 2023. CCFD does not currently have grain rescue tubing, or the necessary training required for efficient safety and rescue. CCFD will use the training and equipment to provide aid in the event of someone being entrapped in a grain bin silo in Corpus Christi and surrounding communities. ALTERNATIVES: The alternative is not to submit the application and instead find other funding sources for the grain bin rescue training and rescue equipment for the CCFD. FISCAL IMPACT: There is no fiscal impact for the application process. If awarded, the funding will be appropriated in the FY 2024 Fire Grants Fund. No City cash match will be required if the funding is awarded. Funding Detail: Fund: N/A Organization/Activity: N/A Mission Element: N/A Project # (CIP Only): N/A Account: N/A RECOMMENDATION: Staff recommends authorizing the submission of an application to Nationwide Mutual Insurance Company for funding in the amount of$10,000.00, as presented. LIST OF SUPPORTING DOCUMENTS: Agenda Memo Resolution Resolution authorizing the submission of a nomination entry to Nationwide for the Grain Bin Rescue Tube Contest for funding in the amount of $10,000 for one grain rescue tube and one six-hour grain entrapment rescue training session for the Corpus Christi Fire Department. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION 1. The City Council authorizes submission of nomination entry for the Nationwide Grain Bin Rescue Tube Contest in the amount of $10,000.00 for funding for one grain rescue tube and one six-hour grain entrapment rescue training session for the Corpus Christi Fire Department (CCFD). SECTION 2. The City Council designates the Fire Chief as the grantee's authorized official. The authorized official may apply for, accept, reject, alter, or terminate the grant. PASSED and APPROVED on the day of , 2023. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary i� r P r -r i IS se 0 0 U NCORPO0.1¢ AGENDA MEMORANDUM 1852 Action Item for the City Council Meeting June 11, 2024 DATE: June 11, 2024 TO: Peter Zanoni, City Manager FROM: Brandon Wade, Fire Chief brandonwa-cctexas.com (361) 826-3936 Authorization to submit a grant application to the Office of the Governor - Homeland Security Grant Division by the Corpus Christi Fire Department CAPTION: Resolution authorizing the submission of an application to the Office of the Governor— Homeland Security Grants Division in an amount of $42,123.95 for the Statewide Emergency Radio Infrastructure Program to purchase 20 new very high frequency radios to establish interoperable communication throughout the region and state for the Corpus Christi Fire Department. SUMMARY: This resolution authorizes the Corpus Christi Fire Department (CCFD) to submit a grant application for funding under the Statewide Emergency Radio Infrastructure Program in the amount of $42,123.95 for 20 new very high frequency radios. The Statewide Emergency Radio Infrastructure Program falls under the Office of the Governor, Homeland Security Grant Division. The grant funds will be used to support CCFD's response capabilities by minimizing communication gaps while providing mutual aid. BACKGROUND AND FINDINGS: Since 2002, the U.S. Department of Homeland Security has issued grants to the State of Texas, who in turn awards the grants to municipalities through the State Homeland Security Program The State Homeland Security Program issues grants annually for projects that support state and regional efforts to improve or sustain interoperable emergency radio infrastructure and communication efforts while responding to potential acts of terrorism and catastrophic events. CCFD is requesting funding for 20 new very high frequency (VHF) radios that will enhance interoperable communication with other agencies across Texas in the state of an emergency. CCFD currently borrows VHF Radios from the Coastal Bend Regional Advisory Council (CBRAC) to communicate efficiently when CCFD crews are deployed around the state. CCFD also borrows the VHF radios from CBRAC when an emergency in our area occurs and it entails emergency responses from other regional departments, such as with brush fires. The 20 VHF radios will be assigned to Fire Stations #1 (514 Belden 78401), #11 (910 Airline Rd. 78412), #17 (6869 Yorktown 78414), and #18 (6226 Ayers St. 78415). CCFD crews will regularly use the VHF radios to communicate with outside agencies that assist CCFD with emergencies. Fire Station #1 will also use the VHF radios for the AMBUS and for wildland firefighting. The VHF radios will also be assigned to CCFD teams and personnel that are sent on deployments. ALTERNATIVES: The alternative is not to submit the grant application and find other funding sources for the critical equipment for the department. However, this delay would put the City and its residents at increased risk during a state of emergency. If the funding is not awarded through this grant, the City will need to identify alternate funding in order to purchase the equipment. FISCAL IMPACT: There is no fiscal impact for the application process. However, if awarded, grant funding will be appropriated in FY 2024 Fire Grants Fund. Funding Detail: Fund: N/A Organization/Activity: N/A Department Number: N/A Project # (CIP Only): N/A Account: N/A RECOMMENDATION: Staff recommends authorizing the Corpus Christi Fire Department to submit the grant application, as presented. LIST OF SUPPORTING DOCUMENTS: Agenda Memo Resolution Resolution authorizing the Corpus Christi Fire Department to submit a grant application for funding in the amount of $42,123.95 under the Statewide Emergency Radio Infrastructure Program with the Office of the Governor Homeland Security Grants Division, to purchase 20 new, very high frequency radios that will allow the Fire Department to enhance interoperable communication efforts regionally and statewide with other agencies during a state of emergency. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS THAT: SECTION 1. The City Council authorizes the Corpus Christi Fire Department to submit a grant application to the Office of the Governor Homeland Security Grants Division for the Statewide Emergency Radio Infrastructure Program for a total of$42,123.95 to purchase 20 new, very high frequency radios to establish inoperable communication throughout the region and statewide in the event of a State of Emergency. The grant funds would be used to support and enhance the Corpus Christi Fire Department's response capabilities by minimizing communication gaps during an emergency, while providing mutual aid. SECTION 2. The City Council commits to the authorization of the grant application of $42,123.95 for 20 new, high frequency radios. There is no City cash match or in-kind services for this grant. SECTION 3. The City Council designates the Corpus Christi Fire Chief or designee as Program Director, the grantee's authorized official. The Fire Chief or designee may apply for, accept, reject, alter, or terminate the grant. SECTION 4. The City Council designates the Director of Finance or designee as the financial officer for this grant. PASSED and APPROVED on the day of , 2024. 1 Paulette Guajardo Jim Klein Roland Barrera Mike Pusley Sylvia Campos Everett Roy Gil Hernandez Dan Suckley Michael Hunter ATTEST: CITY OF CORPUS CHRISTI Rebecca Huerta Paulette Guajardo City Secretary Mayor 2 se 0 0 PH U AGENDA MEMORANDUM NCoRPaPP1¢ Action Item for the CityCouncil Meeting June 11 , 2024 1s52 g DATE: May 1, 2024 TO: Peter Zanoni, City Manager FROM: Kathleen Chapa, Director of Animal Care Services kathleenbCa)-cctexas.com 361-826-3064 Naming Annex Building at the Health District as "Tex Villarreal Vector Services Center" CAPTION: Resolution naming the Annex Building at the Health District the "Tex Villarreal Vector Services Center"; and renaming the "City of Corpus Christi Health Department Tex Villarreal Animal Care and Vector Services Center" to the "City of Corpus Christi Animal Care Services." SUMMARY: This resolution is amending a resolution that was presented to Tex Villarreal in April 2009 when he retired from the City of Corpus Christi. Mr. Villarreal started the mosquito control program and was honored for his accomplishments with the naming of a portion of the City's Health Department as "Tex Villarreal Animal Care and Vector Services Center". Since that time, Animal Care Services has been made its own department and is no longer a division of the Health District. Additionally, Vector Control will be transferring to the Health District no later than May 13, 2024 and will no longer be a division of Animal Care Services. This resolution is administrative in nature to more accurately reflect the location of Vector Control so that Tex Villarreal can be properly honored and remembered for his admirable service in that division. BACKGROUND AND FINDINGS: On April 20, 2009, the Mayor and City Council approved a resolution renaming the City of Corpus Christi Health Department Animal Care and Vector Services to the City of Corpus Christi Health Department Tex Villarreal Animal Care and Vector Services in honor of Tex Villarreal's retirement with the City of Corpus Christi after 41 years of service with Vector Control. Mr. Villarreal was a pioneer who set the standard for mosquito control and eradication around the country and even the world. He developed the means for underground sewer fogging, which is where mosquitos breed. Since 2009, many organizational changes for Animal Care Services have occurred. Last year, Animal Care Services was made its own department. Additionally, Vector Control will be transferred to the Health District in May 2024 and will no longer be a division of Animal Care Services. Therefore, in order to properly honor and recognize Mr. Villarreal's achievements, this resolution is being proposed to reflect the City's new placement of Vector Control within the Health District. The Health District is recommending naming the Annex Building at the Health District as the "Tex Villarreal Vector Services Center". The placard and portrait that is currently displayed in Animal Care Services in honor of Tex Villarreal will be displayed at the Annex Building at the Health District upon approval of this resolution. ALTERNATIVES: The alternative would be to not rename the Annex Building at the Health District where Vector Control will be located. FISCAL IMPACT: There is no fiscal impact for renaming the building. However, any costs incurred for signage will be paid for through the FY 2024 operating budget of Animal Care Services. Funding Detail: Fund: 1020 General Fund Organization/Activity: 12680 Animal Control Department Number 52 Animal Care Services Project # (CIP Only): - Account: 530210 Building Maintenance & Service RECOMMENDATION: Staff recommends approval of naming the Annex Building at the Health District as the "Tex Villarreal Vector Services Center". LIST OF SUPPORTING DOCUMENTS: Resolution Resolution naming the Annex Building at the Health District the "Tex Villarreal Vector Services Center"; and renaming the "City of Corpus Christi Health Department Tex Villarreal Animal Care and Vector Services Center" to the "City of Corpus Christi Animal Care Services." WHEREAS, Tex Villarreal started the mosquito control program in 1944 at the request of the United States Government; WHEREAS, during his forty-one (41) year tenure with the Vector Control Department, his pioneering work set the standard for mosquito control and eradication not only around the country, WHEREAS, during the St. Louis Encephalitis outbreak of 1966, Tex Villarreal and the City of Corpus Christi were propelled to national and world prominence when he developed the means for underground sewer fogging, which is where the disease-carrying species was breeding; WHEREAS, Tex was a loyal and dedicated employee of the City of Corpus Christi for 41 years, serving as the City-County Health Department Vector Control Supervisor at the time of his retirement on May 31, 1985; WHEREAS, Vector Control is being transferred to the Corpus Christi-Nueces County Public Health District and will no longer be a division of Animal Care Services; and WHEREAS, Vector Control will no longer be located at 2626 Holly Road Now, therefore, be it resolved by the City Council of the City of Corpus Christi, Texas, that: Section 1. The Annex Building at 1702 Horne Rd is named the "Tex Villarreal Vector Services Center'. Section 2. The Animal Care Center at 2626 Holly Road is renamed the "City of Corpus Christi Animal Care Services." PASSED and APPROVED on the day of 12024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary � N O U 4� 4-4 •~ V V V w � ti w tr ct � A r Ct ` �-I �Ct V a_+ct f i P-I O i X �9, se 0 0 AGENDA MEMORANDUM Action Item for the City Council Meeting of June 11, 2024 NCORPO0.1¢ 1852 DATE: June 11, 2024 TO: Peter Zanoni, City Manager FROM: Mike Markle, Chief of Police M ikema(u-)-cctexas.com (361) 886-2603 Acceptance of a Grant for the Corpus Christi Police Department for the Operation Stonegarden Program CAPTION: Ordinance accepting a grant from the State of Texas Governor's Homeland Security Grants Division for Operation Stonegarden (drug and human trafficking) for overtime, fringe benefits, one replacement Chevy Tahoe, and fuel/maintenance in the amount of$228,898.00; and appropriating $228,898.00 in the Police Grants Fund. SUMMARY The State of Texas Governor's Homeland Security Grants Division is awarding the City grant funds for overtime, fringe benefits, one replacement Chevy Tahoe, and fuel/maintenance for Operation Stonegarden (OPSG). Funding is available and eligible for Operation Stonegarden under the Department of Homeland Security Grant Program. BACKGROUND AND FINDINGS: Corpus Christi was identified as an integral part of the U.S. Border Patrol's strategy to enhance cooperation and coordination among numerous agencies in a joint mission to combat drug and human trafficking. This grant's funding will be used to enhance law enforcement efforts along routes of ingress and egress, including coastal waterways, in the Corpus Christi region. The Corpus Christi Police Department's (CCPD) participation in OPSG will consist of combating drug and human trafficking. This will be achieved by establishing a substantial probability of apprehension through improved enforcement, improved rapid mobility, and intelligence-driven resource deployments. Additionally, CCPD will promote an environment of collaborative enforcement efforts with multiple agencies to assist in the stated mission of OPSG. More specifically, CCPD will conduct interdiction operations individually and in conjunction with federal, state, and local partners. The operations will be focused along routes of ingress and egress, both on state and local highways, to include SH44, SH77, SH181. The operations also will take place along routes of ingress and egress from the extensive coastal waterways surrounding Corpus Christi The OPSG grant will pay for overtime, fringe benefits, one replacement Chevy Taho, and fuel/maintenance. As part of OPSG, CCPD's tactical operations teams will conduct approximately 1,780 hours of overtime. The grant period is from March 1, 2024 through February 28, 2025. This is the thirteenth year that the City has received this grant. Last year, the City received $145,245.00 from this grant. ALTERNATIVES: The alternative is not to accept the grant, thereby providing less funds for overtime and fringe benefits for CCPD officers to be involved with the OPSG operations. However, this will prevent CCPD from launching operations and collaborating with other law enforcement agencies in order to combat drug and human trafficking in the region. FISCAL IMPACT: The fiscal impact for FY 2024 is accepting funds and appropriating $228,898.00 to the Police Grants Fund. Funding Detail: Fund: Police Grants Fund 1061 Activity: 822724F Dept: 29 Org: 89 Project # (CIP Only): N/A Account: 510200 Overtime $89,000 511000 Retirement $28,398 520050 Fuel $52,500 520090 Minor Tools $9,000 550020 Vehicles $50,000 RECOMMENDATION: Staff recommends accepting the grant and appropriating the funds, as presented. LIST OF SUPPORTING DOCUMENTS: Grant award document Ordinance accepting a grant for the twelfth year from the State of Texas Governor's Homeland Security Grants Division for the Operation Stonegarden Program in the amount of $228,898.00; and appropriating $228,898.00 in the Police Grants Fund. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS THAT: SECTION 1. The City Manager or designee is authorized to execute all documents necessary to accept a grant from the State of Texas Governor's Homeland Security Grant Division in the amount of $228,898.00 for Operation Stonegarden. SECTION 2. That $228,898.00 from the State of Texas Homeland Security Grants Division is appropriated in the No. 1061 Police Grants Fund. SECTION 3. There is no City cash match or in-kind services for acceptance of the grant. SECTION 4. In the event of the loss or misuse of these funds, the City of Corpus Christi assures that the funds will be returned to the State of Texas, Office of the Governor, in full. SECTION 5. That the operating budget approved by Ordinance for FY2023-24 be amended to increase revenues and expenditures. That the foregoing ordinance was read for the first time and passed to its second reading on this the day of 2024, by the following vote: Paulette Guajardo John Martinez Roland Barrera Ben Molina Gil Hernandez Mike Pusley Michael Hunter Greg Smith Billy Lerma That the foregoing ordinance was read for the second time and passed finally on this the day of 2024, by the following vote: Paulette Guajardo John Martinez Roland Barrera Ben Molina Gil Hernandez Mike Pusley Michael Hunter Greg Smith Billy Lerma PASSED AND APPROVED on this the day of , 2024. ATTEST: Rebecca Huerta Paulette Guajardo City Secretary Mayor i Print This Page Agency Name: Corpus Christi, City of Grant/App: 3173709 Start Date: 3/1/2024 End Date: 2/28/2025 Project Title: Nueces-2023 OPSG Status: Pending Final Approval Budget Details Information Budget Information by Budget Line Item: CASH IN CATEGORY SUB CATEGORY DESCRIPTION OOG MATCH HIND GPI TOTAL UNIT/% MATCH Enhanced Border Security Operations— Corpus Christi Operational PD(Officers) - Personnel Overtime for Law Overtime $117,398.00 $0.00 $0.00 $0.00 $117,398.00 100 Enforcement according to (Organization) local OT policy- With an estimated fringe rate of 31.61% $117,398. Corpus Christi 12VE-00-MISS PD: 12VE-00- Equipment Vehicle Specialized MISS LE Patrol $50 000.00 $0.00 $0.00 $0.00 $50 000.00 1 Mission Unit Fully ' Equipped(1 @ $50,000). Supplies and Corpus Christi Direct Equipment PD-(Oil Operating Maintenance Costs Changes,Tires, $9,000.00 $0.00 $0.00 $0.00 $9,000.00 0 Expenses (Organization) Etc.)up to $9,000. Corpus Christi Vehicle Operating PD—Actual fuel Supplies and Cost(e.g.,fuel, costs pro-rated Direct lubricants, for the hours Operating maintenance, deputies work on $52,500.00 $0.00 $0.00 $0.00 $52,500.00 0 Expenses storage) grant paid (Organization) overtime for an estimated total up to $52,500. You are logged in as User Name: mikema se 0 0 PH o AGENDA MEMORANDUM NCORPO0.1¢ First Reading for the City Council Meeting of June 11, 2024 ss52 Second Reading for the City Council Meeting of June 18, 2024 DATE: June 11, 2024 TO: Peter Zanoni, City Manager FROM: Dr. Fauzia Khan, Director of Public Health Fauziak(a)cctexas.com 361-826-7202 Acceptance of the Hazards—Public Health Emergency Preparedness (PHEP) Grant in the amount of$240,003.00, and appropriation of the funds for the contract period July 1, 2024, through June 30, 2025. CAPTION: Ordinance authorizing execution of all documents necessary to accept, amend, and appropriate a grant contract for $240,003.00, with a cash match of$24,000.00, for the Public Health Emergency Preparedness (PHEP) Grant from the Texas Department of State Health Services (DSHS) to provide funding activities in support of the PHEP Cooperative Agreement from the Centers for Disease Control and Prevention (CDC) for the period of July 1, 2024, through June 30, 2025. There are currently 3 FTE's supported by this grant. SUMMARY: This grant provides funding for personnel costs, supplies, and other expenses which allows the Hazards Public Health Emergency Preparedness Program to remain committed in its mission to maintain and support an action plan in response to natural and manmade disasters in the community. There are 3 FTE positions funded by this grant. The positions are listed below: • Public Health Coordinator- Medical Reserve Corps / Strategic National Stockpile • Public Health LVN • Administrative Support II The purpose of this Grant Agreement is to perform activities in support of the Public Health Emergency Preparedness (PHEP) Cooperative Agreement between the Centers for Disease Control and Prevention (CDC) and DSHS to advance public health emergency preparedness. BACKGROUND AND FINDINGS: The Texas Department of State Health Services (DSHS) has awarded a grant contract in the amount of$240,003.00 to maintain the Hazards PHEP activities within the Corpus Christi-Nueces County Public Health District beginning July 1, 2024, through June 30, 2025, to provide funding for supplies, equipment, travel expenses and personnel costs to support the preparedness and response activities enabling expedient and appropriate response to public health threats. ALTERNATIVES: Discontinue PHEP activities and thereby cause a delay in or prevent expedient and appropriate response to public health threats. FISCAL IMPACT: Grant award of $240,003.00 requires a 10% ($24,000.00) cash match. Cash match utilized for the grant is currently included in the annual salary of the PHEP manager. As such, there is no additional fiscal impact to general funds. The total contract value is $264,003.00 including the cash match. FUNDING DETAIL: Fund: 1066 Health Grants paid by the Department of State Health Services Organ ization/Activity: 831530F Department#: 15 Project # (CIP Only): Account: RECOMMENDATION: Staff recommends approval of the Ordinance. LIST OF SUPPORTING DOCUMENTS: Contract No. HHS001439500046 Ordinance Ordinance authorizing execution of all documents necessary to accept, amend, and appropriate a grant contract for $240,003.00, with a cash match of $24,000.00, for the Public Health Emergency Preparedness ("PHEP") Grant from the Texas Department of State Health Services (DSHS) to provide funding activities in support of the PHEP Cooperative Agreement from the Centers for Disease Control and Prevention for the period of July 1, 2024, through June 30, 2025. Be it Ordained by the City Council of the City of Corpus Christi, Texas: SECTION 1. The City Manager or designee is authorized to execute all documents necessary to enter into Contract No. HHS001439500046 (the "Contract") under the Public Health Emergency Preparedness grant with the Department of State Health Services ("DSHS") for a grant in the amount of$240,003.00, with a cash match of $24,000, for the period July 1, 2024, through June 30, 2025, to provide funding activities in support of the PHEP Cooperative Agreement from the Centers for Disease Control and Prevention. SECTION 2. Funds in the amount of $264,003.00 are appropriated from the grant to the Health Grants Fund No. 1066 to be used to perform activities in support of the Public Health Emergency Preparedness ("PHEP") Cooperative Agreement between the Centers for Disease Control and Prevention ("CDC') and the Department of State Health Services to advance public health preparedness. SECTION 3. The City Manager or designee is authorized to execute any future amendments to the Contract that extend the contract period or increase or decrease the amount of the grant. SECTION 4. A copy of the executed health grant contract or amendments shall be filed in the office of the City Secretary. Introduced and voted on the day of 12024. PASSED and APPROVED on the day of 12024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary 1 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 SIGNATURE DOCUMENT FOR DEPARTMENT OF STATE HEALTH SERVICES GRANT AGREEMENT, CONTRACT No.HHS001439500046 UNDER THE CENTER FOR HEALTH EMERGENCY PREPAREDNESS AND RESPONSE GRANT PROGRAM The parties to this agreement ("Grant Agreement" or "Contract") are the Department of State Health Services ("System Agency" or"DSHS"),apass-through entity, and Corpus Christi-Nueces County Public Health District(City) ("Grantee"), having its principal office at 1702 Horne Road, Corpus Christi, Texas 78416 (each a"Party" and collectively the "Parties"). I. PURPOSE The purpose of this Grant Agreement is to perform activities in support of the Public Health Emergency Preparedness ("PHEP") Cooperative Agreement between the Centers for Disease Control and Prevention ("CDC") and DSHS to advance public health emergency preparedness. II. LEGAL AUTHORITY This Grant Agreement is entered into pursuant to the authority granted by and in compliance with Texas Health and Safety Code Chapters 12 and 1001, as applicable. 111. DURATION This Grant Agreement is effective on July 1, 2024, and expires on June 30, 2025, unless sooner terminated or renewed or extended. System Agency, at its sole discretion, may extend this Grant Agreement for up to four (4) additional years for a maximum term of five (5) years. Notwithstanding the limitation in the preceding paragraph and with at least thirty (30) calendar days' advance written notice to Grantee, at the end of the initial term or any renewal period, System Agency, at its sole discretion, may extend this Grant Agreement as necessary to ensure continuity of service, for purposes of transition, or as otherwise determined by System Agency to serve the best interest of the State for up to three (3)months, in one-month (1-month)intervals, at the then- current contract rate or rates (if applicable) as modified during the term of the Grant Agreement. IV. STATEMENT OF WORK The Statement of Work to which Grantee is bound is incorporated into and made a part of this Grant Agreement for all purposes and included as ATTACHMENT A, PROJECT FY2025 STATEMENT OF WORK. System Agency Grant Agreement,Contract No.HHS001439500046 Page 1 of 7 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 V. BUDGET The total amount of this Grant Agreement will not exceed Two HUNDRED SIXTY-FOUR THOUSAND THREE DOLLARS ($264,003.00). This includes the DSHS share of Two Hundred Forty Thousand Three Dollars ($240,003.00) and Grantee's required match amount of Twenty- Four Thousand Dollars ($24,000.00). The total not-to-exceed amount includes the following: Total Federal Funds: $240,003.00 Total State Funds: $0.00 Funds will be allocated for each Project Fiscal Year ("Project FY"), which means the period beginning July 1 and ending June 30 each year, under this Grant Agreement. All expenditures under the Grant Agreement must be within the identified Project FY, and in accordance with ATTACHMENT B,PROJECT FY2025 BUDGET. VI. NOTICE TO PROCEED Funding for this Grant Agreement is available for Project FY2025, which is the period of July 1, 2024, through June 30, 2025, and is dependent on the award of the applicable federal grant. No work may begin, and no charges may be incurred until DSHS issues a written Notice to Proceed ("NTP") to Grantee. The NTP may include an amended or ratified budget, which will be incorporated into this Grant Agreement by a subsequent amendment, as necessary. Notwithstanding the preceding, at DSHS's discretion, Grantee may be eligible to receive reimbursement for eligible expenses incurred during the period of performance as defined by 2 CFR § 200.309. VII. REPORTING REQUIREMENTS Grantee shall submit the reports for Project FY2025 as identified in the table below,and as outlined in ATTACHMENT A,PROJECT FY2025 STATEMENT OF WORK, by the due dates and submission methods specified therein. DSHS may add contractual requirements and revise reporting due dates throughout the term of this Grant Agreement to comply with modifications made to the federal grant award. REPORT FREQUENCY PROJECT FY 2025 DSHS EMAIL OR SYSTEM TO DUE DATES SUBMIT REPORT The last business day of invoices&dshs.texas. og_v; Financial Status Report-Biannual the month following the fsr rg ants&dshs.texas.gov;copy end of the second January 31,2025 to the System Agency (See SECTION I(W)(8)of ATTACEAMNT Project FY quarter July 30,2025 representative identified in A,PROJECT FY 2025 STATEMENT OF AND thirty(30) SECTION VIII,CONTRACT WORK) calendar days after the REPRESENTATIVES,of this Grant Agreement System Agency Grant Agreement,Contract No.HHS001439500046 Page 2 of 7 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 fourth Project FY quarter. August 30,2024 September 30,2024 Invoices/Requests for Reimbursement— The last business day of October 31,2024 Monthly the month following the November 29,2024 month in which December 31,2024 S SECTION IV A of A expenses were incurred J 31,2025 (See ( ) TTACHMENT January invoices&dshs.texas.gov; AND thirty 30 February 28 A,PROJECT FY 2025 STATEMENT OF �'( ) Febru ,2025 CMSinvoices&dshs.texas.gov; WORK) calendar days following March 31,2025 the expiration date of April 30,2025 the Grant Agreement. May 30,2025 June 30,2025 July 31,2025 Initial Work Plan-Annual (See SECTION I(W)(1)of ATTACfmzENT Once per Project FY July 15,2024 Qualtrics System A,PROJECT FY 2025 STATEMENT OF WORK) Property Inventory Report(Form GC- FSOequiy(kdshs.texas.gov; 11)—Annual copy to the System Agency Once per Project FY October 15,2024 representative identified in (See SECTION I(W)(9)of ATTACUMUNT SECTION VHL CONTRACT A,PROJECT FY 2025 STATEMENT OF REPRESENTATIVES,of this WORK) Grant Agreement Programmatic Mid-Year Performance Report-Annual (See SECTION I(W)(5)of ATTACUAIENT Once per Project FY January 31,2025 Qualtrics System A,PROJECT 2025 STATEMENT OF WORK) Integrated Preparedness Plan("IPP")- Annual (See SECTION I(R)(2)of ATTACIMENT Once per Project FY May 1,2025 Qualtrics System A,PROJECT 2025 STATEMENT OF WORK) After-Action Review/Improvement Plan ("AARAP")-Annual (See SECTION I(R)(3)of ATTACIMENT Once per Project FY June 30,2025 Qualtrics System A,PROJECT 2025 STATEMENT OF WORK)-Annual Operational Readiness Review("ORR") Once per Project FY June 30,2025 Qualtrics System -Annual System Agency Grant Agreement,Contract No.HHS001439500046 Page 3 of 7 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 (See SECTION I(W)(4)of ATTAC UVIENT A,PROJECT 2025 STATEMENT OF WORK) Evidence of attendance at two(2) regional healthcare coalition meetings- Annual Once per Project FY June 30,2025 Qualtrics System (See SECTION I(W)(7)of ATTACfm7ENT A,PROJECT 2025 STATEMENT OF WORK) Programmatic End-of-Year Performance Report-Annual (See SECTION I(W)(6)of ATTACHMENTOnce per Project FY July 30,2025 Qualtrics System A,PROJECT 2025 STATEMENT OF WORK) VIII. CONTRACT REPRESENTATIVES The following will act as the representative ("Contract Representative") authorized to administer activities under this Grant Agreement on behalf of their respective Party. System Amcy Grantee Fred L. Waterman Moriam Ojelade, PhD, CIC Department of State Health Services Corpus Christi-Nueces County Public Health District(City) 1100 W. 49th Street, MC 1990 1702 Horne Road Austin, Texas 78756 Corpus Christi, Texas 78416 Fred.Watermangdshs.texas.gov Mori amOgcctexas.com IX. NOTICE REQUIREMENTS A. All notices given by Grantee shall be in writing, include the Contract number, comply with all terms and conditions of the Grant Agreement, and be delivered to the System Agency's Contract Representative identified above. B. Grantee shall send legal notices to System Agency at the address below and provide a copy to the System Agency's Contract Representative: Health and Human Services Commission Attn: Office of Chief Counsel 4601 W. Guadalupe St.,Mail Code 1100 Austin, Texas 78751 System Agency Grant Agreement,Contract No.HHS001439500046 Page 4 of 7 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 with a copy to: Department of State Health Services Attention: General Counsel 1100 W. 49t' Street, Mail Code 1919 Austin, Texas 78756 C. Notices given by System Agency to Grantee may be emailed, mailed, or sent by common carrier. Email notices shall be deemed delivered when sent by System Agency. Notices sent by mail shall be deemed delivered when deposited by the System Agency in the United States mail, postage paid, certified, return receipt requested. Notices sent by common carrier shall be deemed delivered when deposited by the System Agency with a common carrier, overnight, signature required. D. Notices given by Grantee to System Agency shall be deemed delivered when received by System Agency. E. Either Party may change its Contract Representative or legal notice contact by providing written notice to the other Party. X. FEDERAL AWARD INFORMATION GRANTEE'S UNIQUE ENTITY IDENTIFIER IS:XETBTPKCL895 Federal funding under this Grant Agreement is a subaward under the following federal award. Federal Award Identification Number (FAIN): TBD A. Assistance Listings Title, Number, and Dollar Amount: Centers for Disease Control and Prevention, Public Health Emergency Preparedness (PHEP) Cooperative Agreement, 93.069, TBD B. Federal Award Date: TBD C. Federal Award Period: July 1, 2024—June 30, 2025 D. Name of Federal Awarding Agency: Centers for Disease Control and Prevention E. Federal Award Project Description: Public Health Emergency Preparedness (PHEP) Cooperative Agreement F. Awarding Official Contact Information: Name—TBD Title, i.e., Grants Management Officer—TBD Title 2, i.e., CDC Office of Grants Services,Branch 4—TBD Address—TBD City, State ZIP—TBD Telephone: TBD Email: TBD G. Total Amount of Federal Funds Awarded to System Agency: TBD H. Amount of Funds Awarded to Grantee: $240,003.00 I. Identification of Whether the Award is for Research and Development: No System Agency Grant Agreement,Contract No.HHS001439500046 Page 5 of 7 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 XI. CONTRACT DOCUMENTS The following documents are incorporated by reference and made a part of this Grant Agreement for all purposes. ATTACHMENT A— PROJECT FY2025 STATEMENT OF WORK ATTACHMENT B— PROJECT FY2025 BUDGET ATTACHMENT C— HHS CONTRACT AFFIRMATIONS,VERSION 2.3,EFFECTIVE AUGUST 2023 ATTACHMENT D— HHS UNIFORM TERMS AND CONDITIONS—GRANT,VERSION 3.3, EFFECTIVE NOVEMBER 2023 ATTACHMENT E— HHS DATA USE AGREEMENT—TACCHO VERSION LOCAL CITY AND COUNTY ENTITIES ,OCTOBER 23,2019 ATTACHMENT E-1— TEXAS HHS SYSTEM-DATA USE AGREEMENT—ATTACHMENT 2, SECURITY AND PRIVACY INQUIRY(SPI) ATTACHMENT F— FEDERAL ASSURANCES—NON-CONSTRUCTION PROGRAMS ATTACHMENT G— CERTIFICATION REGARDING LOBBYING ATTACHMENT H— FEDERAL FUNDING ACCOUNTABILITY AND TRANSPARENCY ACT (FFATA)CERTIFICATION FORM Unless expressly stated otherwise in this Grant Agreement, in the event of conflict, ambiguity, or inconsistency between or among any documents,all DSHS documents take precedence over Grantee's documents and ATTACHMENT E, HHS DATA USE AGREEMENT — TACCHO VERSION (LOCAL CITY AND COUNTY ENTITIES ,OCTOBER 23,2019, takes precedence over all other Contract documents. XII. SIGNATURE AUTHORITY Each Party represents and warrants that the person executing this Grant Agreement on its behalf has full power and authority to enter into this Grant Agreement. Any services or work performed by Grantee before this Grant Agreement is effective or after it ceases to be effective are performed at the sole risk of Grantee. SIGNATURE PAGE FOLLOWS System Agency Grant Agreement,Contract No.BHS001439500046 Page 6 of 7 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 SIGNATURE PAGE FOR DEPARTMENT OF STATE HEALTH SERVICES GRANT AGREEMENT, CONTRACT No.HHS001439500046 DEPARTMENT OF STATE HEALTH CORPUS CHRISTI-NUECES COUNTY SERVICES PUBLIC HEALTH DISTRICT(CITY) DocuSigned by: DocuSigned by: �jaVl�aVa t inn �V. aw�jia a�n Signature Signature Printed Name:Barbara Klein Printed Name:Dr.Fauzia Khan Title: Senior Compliance and Accountability Officiafitle: Director of Public Health Date of Signature: May 2,2024 Date of Signature:May 1,2024 System Agency Grant Agreement,Contract No.BHS001439500046 Page 7 of 7 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 ATTACHMENT A PROJECT FY2025 STATEMENT OF WORK I. GRANTEE RESPONSIBILITIES Grantee shall: A. Perform activities in support of the Public Health Emergency Preparedness ("PHEP") Cooperative Agreement between the Centers for Disease Control and Prevention("CDC")and the Department of State Health Services ("System Agency") to advance public health emergency preparedness. B. Perform the activities required under this Contract in the following cities, counties, or groups of counties (cumulatively, Grantee's"Jurisdiction"): Nueces. C. Provide System Agency with situational awareness data generated through interoperable networks of electronic data systems. D. Coordinate with System Agency program staff to develop a preparedness activity plan for Grantee's Jurisdiction. At minimum, Grantee shall ensure at least three (3) of the following public health emergency preparedness capabilities are achieved on an annual basis: I. Capability 1 — Community preparedness is the ability of communities to prepare for, withstand, and recover from public health incidents in both the short-term and long-term. 2. Capability 2—Community recovery is the ability of communities to identify critical assets, facilities, and other services within public health, emergency management, health care, human services,mental/behavioral health, and environmental health sectors that can guide and prioritize recovery operations. 3. Capability 3 — Emergency operations coordination is the ability to coordinate with emergency management and to direct and support an incident or event with public health or health care implications by establishing a standardized, scalable system of oversight, organization, and supervision that is consistent with jurisdictional standards and practices and the National Incident Management System ("NIMS"). 4. Capability 4 — Emergency public information and warning is the ability to develop, coordinate, and disseminate information, alerts, warnings, and notifications to the public and incident management personnel. 5. Capability 5 — Fatality management is the ability to coordinate with partner organizations and agencies to provide fatality management services to ensure the proper recovery and preservation of remains;identification of the deceased; determination of cause and manner of death;release of remains to an authorized individual; and provision of mental/behavioral health assistance for the grieving. The role also may include supporting activities for the identification, collection, documentation, retrieval, and transportation of human remains, personal effects, and evidence to the examination location or incident morgue. 6. Capability 6 — Information sharing is the ability to conduct multijurisdictional and multidisciplinary exchange of health-related information and situational awareness data among federal, state, local, tribal, and territorial levels of government and the private Page 1 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 sector. This capability includes the routine sharing of information, as well as issuing of public health alerts to all levels of government and the private sector in preparation for, and in response to, events or incidents of public health significance. 7. Capability 7 — Mass care is the ability of public health agencies to coordinate with and support partner agencies to address, within a congregate location (excluding shelter-in- place locations), the public health, health care, mental/behavioral health, and human services needs of those impacted by an incident. This capability includes coordinating ongoing surveillance and public health assessments to ensure that health needs continue to be met as the incident evolves. 8. Capability 8 — Medical countermeasure dispensing and administration is the ability to provide medical countermeasures to targeted population(s)to prevent, mitigate, or treat the adverse health effects of a public health incident, according to public health guidelines. This capability focuses on dispensing and administering medical countermeasures, such as vaccines, antiviral drugs, antibiotics, and antitoxins. 9. Capability 9 — Medical materiel management and distribution is the ability to acquire, manage, transport, and track medical materiel during a public health incident or event and the ability to recover and account for unused medical materiel, such as pharmaceuticals, vaccines, gloves, masks, ventilators, or medical equipment after an incident. 10. Capability 10 — Medical surge is the ability to provide adequate medical evaluation and care during events that exceed the limits of the normal medical infrastructure of an affected community. It encompasses the ability of the health care system to endure a hazard impact, maintain or rapidly recover operations that were compromised, and support the delivery of medical care and associated public health services, including disease surveillance, epidemiological inquiry, laboratory diagnostic services, and environmental health assessments. 11. Capability 11 —Non-pharmaceutical interventions are actions that people and communities can take to help slow the spread of illness or reduce the adverse impact of public health emergencies. This capability focuses on communities, community partners, and stakeholders recommending and implementing non-pharmaceutical interventions in response to the needs of an incident, event, or threat. Non-pharmaceutical interventions may include isolation; quarantine; restrictions on movement and travel advisories or warnings; social distancing; external decontamination; hygiene; and precautionary protective behaviors. 12. Capability 12 — Public health laboratory testing is the ability to implement and perform methods to detect, characterize, and confirm public health threats. It also includes the ability to report timely data,provide investigative support, and use partnerships to address actual or potential exposure to threat agents in multiple matrices, including clinical specimens, and food, water, and other environmental samples. This capability supports passive and active surveillance when preparing for, responding to, and recovering from biological, chemical, and radiological (if a Radiological Laboratory Response Network is established)public health threats and emergencies. 13. Capability 13 —Public health surveillance and epidemiological investigation is the ability to create, maintain, support, and strengthen routine surveillance and detection systems and epidemiological investigation processes. It also includes the ability to expand these systems and processes in response to incidents of public health significance. 14. Capability 14—Responder safety and health is the ability to protect public health and other Page 2 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 emergency responders during pre-deployment, deployment, and post-deployment. 15. Capability 15 — Volunteer management is the ability to coordinate with emergency management and partner agencies to identify, recruit, register, verify, train, and engage volunteers to support the jurisdictional public health agency's preparedness, response, and recovery activities during pre-deployment, deployment, and post-deployment. E. Match funds awarded under this Grant Agreement with costs or third-party contributions that are not paid by the federal government under another award, except where authorized by federal statute to be used for cost-sharing or matching. The non-federal contributions("match") may be provided directly or through donations from public or private entities and may be in cash or in-kind donations, fairly evaluated, including plant, equipment, or services. The costs that the Grantee incurs in fulfilling the matching or cost-sharing requirement are subject to the same requirements,including the cost principles,that are applicable to the use of federal funds, including prior approval requirements and other rules for allowable costs as described in 45 Code of Federal Regulations (CFR) 74.23 and 45 CFR 92.24, as amended. Grantee shall provide matching funds in the amount of ten percent(10%) of the DSHS Direct Costs and Indirect Costs amount as set forth in ATTACHMENT B,PROJECT FY2025 BUDGET. "Cash match" is defined as an expenditure of cash by the Grantee on allowable costs under this Grant Agreement that are borne by the Grantee. "In-kind match" is defined as the dollar value of non-cash contributions by a third party given in goods, commodities, or services that are used in activities that benefit this Grant Agreement's project, and that are contributed by non-federal third parties without charge to the Grantee. The criteria for match must: 1. Be an allowable cost under the applicable federal cost principle; 2. Be necessary and reasonable for the efficient accomplishment of project or program obj ectives; 3. Be verifiable within the Grantee's (or subgrantee's)records; 4. Be documented, including methods and sources, in the approved budget (applies only to cost reimbursement contracts); 5. Not be included as contributions toward any other federally-assisted project or program (match can count only once); 6. Not be paid by the federal government under another award, except where authorized by federal statute to be used for cost-sharing or match; 7. Conform to other provisions of governing circulars/statutes/regulations as applicable for the Contract; 8. Be adequately documented; 9. Follow procedures for generally accepted accounting practices as well as meet audit requirements; and 10. Value the in-kind contributions reported and be supported by documentation reflecting the use of goods and/or services during the Grant Agreement term. F. In the event of a local, state, or federal emergency, System Agency will reimburse Grantee up to five percent (5%) of the total Grant Agreement award for its personnel costs in responding to an emergency event. Grantee shall maintain records to document the personnel time spent on response efforts for audit purposes. Within five (5) calendar days of the onset of the Page 3 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 emergency, Grantee shall notify the System Agency Contract Representative identified in SECTION VIII, CONTRACT REPRESENTATIVES, of this Grant Agreement, in writing of its implementation of this provision. G. In the event of a public health emergency involving a portion of the state,mobilize and dispatch staff or equipment purchased with funds from previous PHEP cooperative agreements, and not currently performing critical duties in the Grantee's Jurisdiction, to the affected area of the state upon receipt of a written request from System Agency. H. Coordinate activities and response plans within Grantee's Jurisdiction with the state,regional, and other local jurisdictions, among local agencies, and with hospitals and major health care entities,jurisdictional Metropolitan Medical Response Systems, and Councils of Government. L Inform System Agency in writing if Grantee will not continue performance under this Grant Agreement within thirty (30) calendar days of receipt of System Agency's notification of an amended standard(s) or guideline(s). In such event, System Agency may terminate this Grant Agreement immediately or within a reasonable period of time, as determined by System Agency. J. Develop,implement,and maintain a timekeeping system for accurately documenting staff time and salary expenditures for all staff funded through this Grant Agreement, including partial full-time employees and temporary staff. K. Have plans, processes, and training in place to meet NIMS compliance requirements. L. When using volunteers during the Grant Agreement term,designate a Texas Disaster Volunteer Registry ("TDVR") State Emergency System for the Advanced Registration of Volunteer Health Professionals ("ESAR-VHP") System Administrator, participate in required administrator trainings, and utilize the system to identify volunteers. M. Coordinate all planning, training, and exercises performed under this Grant Agreement with other Local Health Entities, the Texas Division of Emergency Management ("TDEM"), or other points of contact at the discretion of System Agency, to ensure consistency and coordination of requirements at the local level and eliminate duplication of effort between the various domestic preparedness funding sources in the state. N. Coordinate all risk communication activities with the System Agency Communications Unit by using System Agency's core messages posted on the System Agency website and submitting copies of draft risk communication materials to System Agency for coordination prior to dissemination. O. Work with the Regional Health Care Coalition to develop comprehensive preparedness strategies. Plans shall be submitted to System Agency via the Operational Readiness Review. P. Incorporate Access and Functional Needs ("AFN")partners in an annual PHEP exercise. Local jurisdictions can fulfill this requirement by incorporating at least one (1) AFN partner in a Page 4 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 tabletop, a functional, or a full-scale exercise, or during an incident or public health event in which the AFN partner participates. Q. Designate a member of the PHEP program to attend two (2) regional healthcare coalition meetings during each Project FY. R. Fill any vacant positions within ninety (90) calendar days. Vacant positions existing after ninety (90) days may result in a decrease in funds. Grantee must report all position vacancies to their assigned System Agency Contract Representative each month until all positions are filled. S. Comply with all state and System Agency guidance and standards, including the following: 1. Grant Technical Assistance Guide, located at System Agency website located at the following URL, https://hhs.texas.gov/doing-business-hhs/grants; and 2. Texas Grant Management Standards, located at the following URL, htt2s:Hcomptroller.texas.gov/purchasing/grant-management/. T. Comply with all applicable federal and state laws, rules, and regulations, as amended, including,but not limited to, the following: 1. Texas Government Code Chapter 418; 2. Public Law 109-417, Pandemic and All-Hazards Preparedness and Advancing Innovation Act("PAHPAI"); 3. Texas Health and Safety Code Chapter 81; 4. Section 319 C-1 of the Public Health Service(PHS)Act(47 USC § 247d-3a),as amended; and 5. 2 CFR Part 200. U. Comply with all requirements related to purchases made with grant funds and uses of grant funds under this Grant Agreement. The requirements regarding purchases made with grant funds and uses of grant funds under this Grant Agreement include the following: 1. Grantee may not use funds for research, clinical care, fundraising activities or lobbying, construction or major renovations, reimbursement of pre-award costs,to supplant existing state or federal funds for activities,payment or reimbursement of backfilling costs for staff, purchase of vehicles of any kind,uniforms,buildings or real property, or funding an award to another party or provider who is ineligible. 2. Grantee may not use funds made available under this Contract to promote or advocate the legalization or practice of prostitution or sex trafficking.Nothing in the preceding sentence shall be construed to preclude the provision to individuals of palliative care, treatment, or post-exposure pharmaceutical prophylaxis, and necessary pharmaceuticals and commodities, including test kits, condoms, and, when proven effective, microbicides. 3. Grantee must initiate the purchase of all equipment approved in writing by System Agency, as applicable. Failure to timely initiate the purchase of equipment may result in the loss of Page 5 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 availability of funds for the purchase of equipment. Requests to purchase equipment must be submitted to the assigned System Agency Contract Representative. 4. At the expiration or termination of this Grant Agreement for any reason, title to any remaining equipment and supplies purchased with funds under this Grant Agreement reverts to System Agency. Title may be transferred to another party at the sole discretion of System Agency. System Agency may, at its option and to the extent allowed by law, transfer the reversionary interest to such property to Grantee. 5. Grantee shall not use System Agency funds to lease buildings or real property without prior written approval from System Agency.Further,Grantee shall not use System Agency funds for the purchase of buildings or real property under any circumstance. 6. System Agency reserves the right, where allowed by legal authority, to redirect funds in the event of financial shortfalls. 7. System Agency will monitor Grantee's expenditures on a monthly basis. If expenditures are below the amount projected in Grantee's total Project FY amount, Grantee's budget may be subject to a decrease for the remainder of the Project FY. V. Comply with requirements related to the cost reimbursement budget under this Grant Agreement. The cost reimbursement budget requirements include the following: I. Grantee's approved cost reimbursement budget must document all approved and allowable expenditures. 2. Grantee shall only utilize funding under this Grant Agreement for approved and allowable costs. If Grantee requests to utilize funds for an expense not documented in the approved cost reimbursement budget, Grantee shall notify the System Agency Contract Representative,in writing,and request approval prior to utilizing the funds. System Agency shall provide written notification whether the requested expense is approved or denied. 3. If needed, Grantee may revise the System Agency-approved cost reimbursement budget. The following requirements apply to budget transfers across budget categories: a. Transferring funds between budget categories, other than the "Equipment" and "Indirect Cost" categories, is allowable with System Agency's written approval, but cannot exceed twenty-five percent (25%) of the total allotted amount during a Project FY.If the budget transfer(s)does exceed twenty-five percent(25%)of the total allotted amount during a Project FY, alone or cumulatively, in addition to System Agency's written approval, a formal Grant Agreement amendment is required; b. Grantee may revise the "Equipment" and "Indirect Cost" budget categories, however any such revision requires System Agency's written approval and a formal Grant Agreement amendment; and c. As stated in Section I(V)(3)(a) and I(V)(3)(b), if Grantee requests revisions to the cost reimbursement budget, it shall provide an email notification to the System Agency Contract Representative. The request must include a draft of the revised categorical budget,a summary of revisions being requested with the total percentage of funds being moved, and a justification of such revisions. System Agency will notify Grantee if its revision request is approved. Thereafter, System Agency will amend the Grant Agreement, if necessary, based on the criteria established in this Section I(V)(3). Grantee's proposed budget revision is not authorized, and funds cannot be utilized, until the Grant Agreement amendment is executed. Page 6 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 W. Comply with the reporting requirements and due dates established in this ATTACHMENT A, PROJECT FY2025 STATEMENT OF WORK and SECTION VII,REPORTING REQUIREMENTS, of the Signature Document. Unless stated otherwise in this Grant Agreement, Grantee must submit the reports via Qualtrics, a web-based system, according to instructions provided by System Agency. Programmatic reports satisfy the information-sharing requirements set forth in Texas Government Code, Sections 421.071 and 421.072(b) and (c). The reporting requirements include the following: 1. Grantee must prepare and submit an Initial Work Plan each Project FY and submit it to System Agency via Qualtrics, using a URL provided by System Agency. For Project FY2025, Grantee must submit the Initial Work Plan to System Agency by July 15, 2024. 2. Grantee must prepare and submit a current Integrated Preparedness Plan ("IPP") each Project FY, which must include at least four (4) years of progressive exercise, planning and training, to System Agency via Qualtrics. For Project FY2025, Grantee must submit the IPP to System Agency by May 1, 2025. The IPP must be based on the results of the Grantee's training needs assessment and the evaluations of previous exercises and responses, including the After-Action Review/Improvement Plan submitted in SECTION I(W)(3) of this Statement of Work. The IPP must include a description of: a. The proposed location, month(s), and year(s) of future exercise(s); b. The type(s) of future exercise(s)that will take place; and c. The partnering entities. 3. Grantee must prepare and submit an After-Action Review/Improvement Plan ("AAR/IP") each Project FY for the annual PHEP exercise with Access and Functional Needs via Qualtrics. For Project FY2025, Grantee must submit the AAR/IP to System Agency by June 30, 2025. 4. Grantee must complete and submit specific forms identified by the System Agency from the Operational Readiness Review ("ORR") each Project FY to System Agency by uploading supporting documentation to Qualtrics. For Project FY2025, Grantee must submit the ORR forms to System Agency by June 30, 2025. 5. Grantee must prepare and submit a Programmatic Mid-Year Performance Report each Project FY via Qualtrics. For Project FY2025,Grantee must submit the Programmatic Mid- Year Performance Report to System Agency by January 31, 2025. System Agency will provide a template to Grantee, which will identify the information that Grantee must provide in its Programmatic Mid-Year Performance Report. 6. Grantee must prepare and submit a Programmatic End-of-Year Performance Report each Project FY via Qualtrics.For Project FY2025,Grantee must submit the Programmatic End- of-Year Performance Report to System Agency by July 30, 2025. System Agency will provide a template to Grantee, which will identify the information that Grantee must provide in its Programmatic End-of-Year Performance Report. 7. Grantee must submit a copy of the meeting sign in sheet, as evidence of attendance at two (2)regional healthcare coalition meetings during each Project FY via Qualtrics.For Project FY2025, Grantee must submit evidence of attendance at two (2) regional healthcare coalition meeting to System Agency by June 30, 2025. 8. Grantee must submit biannual Financial Status Reports (FSRs). Grantee's FSRs are due the last business day of the month following the end of each second Project FY quarter, and thirty (30) calendar days after each fourth Project FY quarter. The first FSR, for the Page 7 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 period July 1, 2024, through December 31, 2024, is due by January 31, 2025. The second FSR, for the period January 1, 2025, through June 30, 2025, is due by July 30, 2025. Grantee shall electronically submit FSRs to invoiceskdshs.texas.gov and fsr rg antskdshs.texas.gov, with a copy to the System Agency Contract Representative identified in SECTION VIII, CONTRACT REPRESENTATIVES, of this Grant Agreement. If System Agency determines Grantee needs to submit FSR reports by mail or fax, Grantee must send the required information as follows: a. For submission by mail, use address below: Department of State Health Services Claims Processing Unit P.O. Box 149347, MC 1940 Austin, TX 78714-9347 b. For submission by fax, use number below: (512)458-7442 9. Grantee must maintain an inventory of equipment, supplies defined as"Controlled Assets" (see definition in form titled, "DSHS Contractor's Property Inventory Report (Form GC- 1 1)," link below), and real property. Grantee shall submit an annual cumulative report of the above state items on the Form GC-11, located at the following URL: https://www.dshs.texas.gov/hiv-std-program/dshs-tb-hiv-std-section-thisis/contract- management-section-prevention. Grantee will submit the Form GC-11, via email, to FSOequipgdshs.texas.gov, with a copy to the System Agency Contract Representative identified in SECTION VIII,CONTRACT REPRESENTATIVES, of this Grant Agreement, no later than October 15th of each calendar year. 10. Grantee shall provide System Agency with other reports, including financial reports, that System Agency determines necessary to accomplish the objectives of this Contract and to monitor compliance. 11. Grantee must immediately notify System Agency in writing if Grantee is legally prohibited from providing any report required under this Grant Agreement. II. PERFORMANCE MEASURES A. System Agency will monitor Grantee's performance of the requirements in this Statement of Work and compliance with the Grant Agreement's terms and conditions. B. Grantee must adhere to PHEP reporting deadlines and the capability to receive, stage, store, distribute, and dispense material during a public health emergency. Failure to meet these requirements may result in System Agency withholding a portion of the current Project Fiscal Year PHEP base award. C. Upon request by System Agency, Grantee shall reasonably revise any performance measure to System Agency's satisfaction and in accordance with the requirements set forth in this Grant Agreement. Page 8 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment A-Project FY2025 Statement of Work DSHS Contract No.MS001439500046 III. INVOICE AND PAYMENT A. Grantee shall request monthly payments by the last business day of the month following the month in which expenses were incurred and shall use the State of Texas Purchase Vouchers (Form B-13 and Form B-13A) located at http://www.dshs.texas.gov/grants/fonns.shtm. Grantee's final invoice will be due thirty (30) calendar days following the expiration date of the Grant Agreement. System Agency will issue reimbursement payments to Grantee on a monthly basis for reported actual cash disbursements that are supported by adequate documentation. Invoice approval and payment is contingent upon receipt of adequate supporting documentation and submittal of acceptable supporting documentation by electronic mail to invoiceskdshs.texas.gov and CMSInvoices(a�dshs.texas. ov, with a copy to the assigned System Agency Contract Representative identified in the Signature Document. At a minimum, every invoice should include: 1. Grantee name, address, email address, vendor identification number, and telephone number; 2. DSHS Contract or Purchase Order number; 3. Identification of service(s)provided; 4. The total invoice amount; and 5. Any additional supporting documentation that is required by this Statement of Work or as requested by System Agency. B. System Agency will pay Grantee monthly on a cost reimbursement basis and in accordance with ATTACHMENT B,PROJECT FY2025 BUDGET, of this Grant Agreement. System Agency will reimburse Grantee only for allowable and reported expenses incurred within the Project FY. C. Grantee may request a one-time working capital advance not to exceed twelve percent(12%) of the total funds allotted per Project FY. All advances must be expended by the end of the Project FY.Advances not expended by the end of the Grant Agreement term must be refunded to System Agency. System Agency may require Grantee to repay all or part of advance funds at any time during the Grant Agreement term. However, if the advance has not been repaid prior to the last three(3)months of the Grant Agreement term,the Grantee must deduct at least one-third (1/3rd) of the remaining advance from each of the last three (3) months' reimbursement requests. If the advance is not repaid prior to the last three (3) months of the Grant Agreement term, System Agency will reduce the reimbursement request by one-third (1/3rd) of the remaining balance of the advance. Page 9 of 9 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment B-Project FY2025 Budget DSHS Contract No.MS001439500046 ATTACHMENT B PROJECT FY2025 BUDGET The table below establishes the categorical budget for Project FY2025, which is the period from July 1, 2024, through June 30, 2025. BUDGET CATEGORIES DSHS FUNDING Personnel $154,548.00 Fringe Benefits $65,714.00 Travel $6,166.00 Equipment $0.00 Supplies $4,800.00 Contractual $0.00 Other $8,775.00 Sum of DSHS Direct Costs $240,003.00 Indirect Costs $0.00 Sum of DSHS Direct Costs and Indirect Costs $240,003.00 Plus Required Match(Cash or In-Kind) $24,000.00 Total Contract Amount $264,003.00 Page 1 of 1 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 HEALTH AND HUMAN SERVICES Contract Number HHS001439500046 Attachment C CONTRACT AFFIRMATIONS For purposes of these Contract Affirmations, HHS includes both the Health and Human Services Commission (HHSC) and the Department of State Health Services (DSHS). System Agency refers to HHSC, DSHS, or both, that will be a party to this Contract. These Contract Affirmations apply to all Contractors and Grantees (referred to as "Contractor")regardless of their business form (e.g., individual,partnership, corporation). By entering into this Contract, Contractor affirms, without exception, understands, and agrees to comply with the following items through the life of the Contract: 1. Contractor represents and warrants that these Contract Affirmations apply to Contractor and all of Contractor's principals, officers, directors, shareholders, partners, owners, agents, employees, subcontractors, independent contractors, and any other representatives who may provide services under,who have a financial interest in, or otherwise are interested in this Contract and any related Solicitation. 2. Complete and Accurate Information Contractor represents and warrants that all statements and information provided to HHS are current, complete, and accurate. This includes all statements and information in this Contract and any related Solicitation Response. 3. Public Information Act Contractor understands that HHS will comply with the Texas Public Information Act (Chapter 552 of the Texas Government Code) as interpreted by judicial rulings and opinions of the Attorney General of the State of Texas. Information, documentation, and other material prepared and submitted in connection with this Contract or any related Solicitation may be subject to public disclosure pursuant to the Texas Public Information Act. In accordance with Section 2252.907 of the Texas Government Code, Contractor is required to make any information created or exchanged with the State pursuant to the Contract, and not otherwise excepted from disclosure under the Texas Public Information Act, available in a format that is accessible by the public at no additional charge to the State. 4. Contracting Information Requirements Contractor represents and warrants that it will comply with the requirements of Section 552.372(a) of the Texas Government Code. Except as provided by Section 552.374(c) of the Texas Government Code, the requirements of Subchapter J (Additional Provisions Related to Contracting Information), Chapter 552 of the Government Code, may apply to the Contract and the Contractor agrees that the Contract can be terminated if the Contractor knowingly or intentionally fails to comply with a requirement of that subchapter. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 1 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 5. Assignment A. Contractor shall not assign its rights under the Contract or delegate the performance of its duties under the Contract without prior written approval from System Agency. Any attempted assignment in violation of this provision is void and without effect. B. Contractor understands and agrees the System Agency may in one or more transactions assign, pledge, or transfer the Contract. Upon receipt of System Agency's notice of assignment, pledge, or transfer, Contractor shall cooperate with System Agency in giving effect to such assignment, pledge, or transfer, at no cost to System Agency or to the recipient entity. 6. Terms and Conditions Contractor accepts the Solicitation terms and conditions unless specifically noted by exceptions advanced in the form and manner directed in the Solicitation, if any, under which this Contract was awarded. Contractor agrees that all exceptions to the Solicitation, as well as terms and conditions advanced by Contractor that differ in any manner from HHS' terms and conditions,if any, are rejected unless expressly accepted by System Agency in writing. 7. HHS Right to Use Contractor agrees that HHS has the right to use,produce, and distribute copies of and to disclose to HHS employees, agents, and contractors and other governmental entities all or part of this Contract or any related Solicitation Response as HHS deems necessary to complete the procurement process or comply with state or federal laws. 8. Release from Liability Contractor generally releases from liability and waives all claims against any parry providing information about the Contractor at the request of System Agency. 9. Dealings with Public Servants Contractor has not given, has not offered to give, and does not intend to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with this Contract or any related Solicitation, or related Solicitation Response. 10. Financial Participation Prohibited Under Section 2155.004, Texas Government Code (relating to financial participation in preparing solicitations), Contractor certifies that the individual or business entity named in this Contract and any related Solicitation Response is not ineligible to receive this Contract and acknowledges that this Contract may be terminated and payment withheld if this certification is inaccurate. 11. Prior Disaster Relief Contract Violation Under Sections 2155.006 and 2261.053 of the Texas Government Code (relating to convictions and penalties regarding Hurricane Rita, Hurricane Katrina, and other disasters), the Contractor certifies that the individual or business entity named in this Contract and any related Solicitation Response is not ineligible to receive this Contract Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 2 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 and acknowledges that this Contract may be terminated and payment withheld if this certification is inaccurate. 12. Child Support Obligation Under Section 231.006(d) of the Texas Family Code regarding child support, Contractor certifies that the individual or business entity named in this Contract and any related Solicitation Response is not ineligible to receive the specified payment and acknowledges that the Contract may be terminated and payment may be withheld if this certification is inaccurate. If the certification is shown to be false, Contractor may be liable for additional costs and damages set out in 231.006(f). 13. Suspension and Debarment Contractor certifies that it and its principals are not suspended or debarred from doing business with the state or federal government as listed on the State of Texas Debarred Vendor List maintained by the Texas Comptroller of Public Accounts and the System for Award Management (SAKI)maintained by the General Services Administration. This certification is made pursuant to the regulations implementing Executive Order 12549 and Executive Order 12689, Debarment and Suspension, 2 C.F.R. Part 376, and any relevant regulations promulgated by the Department or Agency funding this project. This provision shall be included in its entirety in Contractor's subcontracts, if any, if payment in whole or in part is from federal funds. 14. Excluded Parties Contractor certifies that it is not listed in the prohibited vendors list authorized by Executive Order 13224, "Blocking Property and Prohibiting Transactions with Persons Who Commit, Threaten to Commit, or Support Terrorism, "published by the United States Department of the Treasury, Office of Foreign Assets Control.' 15. Foreign Terrorist Organizations Contractor represents and warrants that it is not engaged in business with Iran, Sudan, or a foreign terrorist organization, as prohibited by Section 2252.152 of the Texas Government Code. 16. Executive Head of a State Agency In accordance with Section 669.003 of the Texas Government Code, relating to contracting with the executive head of a state agency, Contractor certifies that it is not(1) the executive head of an HHS agency, (2) a person who at any time during the four years before the date of this Contract was the executive head of an HHS agency, or(3) a person who employs a current or former executive head of an HHS agency. 17. Human Trafficking Prohibition Under Section 2155.0061 of the Texas Government Code, Contractor certifies that the individual or business entity named in this Contract is not ineligible to receive this Contract and acknowledges that this Contract may be terminated and payment withheld if this certification is inaccurate. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 3 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 18. Franchise Tax Status Contractor represents and warrants that it is not currently delinquent in the payment of any franchise taxes owed the State of Texas under Chapter 171 of the Texas Tax Code. 19. Debts and Delinquencies Contractor agrees that any payments due under this Contract shall be applied towards any debt or delinquency that is owed to the State of Texas. 20. Lobbying Prohibition Contractor represents and warrants that payments to Contractor and Contractor's receipt of appropriated or other funds under this Contract or any related Solicitation are not prohibited by Sections 556.005, 556.0055, or 556.008 of the Texas Government Code (relating to use of appropriated money or state funds to employ or pay lobbyists, lobbying expenses, or influence legislation). 21. Buy Texas Contractor agrees to comply with Section 2155.4441 of the Texas Government Code, requiring the purchase of products and materials produced in the State of Texas in performing service contracts. 22. Disaster Recovery Plan Contractor agrees that upon request of System Agency, Contractor shall provide copies of its most recent business continuity and disaster recovery plans. 23. Computer Equipment Recycling Program If this Contract is for the purchase or lease of computer equipment,then Contractor certifies that it is in compliance with Subchapter Y, Chapter 361 of the Texas Health and Safety Code related to the Computer Equipment Recycling Program and the Texas Commission on Environmental Quality rules in 30 TAC Chapter 328. 24. Television Equipment Recycling Program If this Contract is for the purchase or lease of covered television equipment, then Contractor certifies that it is compliance with Subchapter Z, Chapter 361 of the Texas Health and Safety Code related to the Television Equipment Recycling Program. 25. Cybersecurity Training A. Contractor represents and warrants that it will comply with the requirements of Section 2054.5192 of the Texas Government Code relating to cybersecurity training and required verification of completion of the training program. B. Contractor represents and warrants that if Contractor or Subcontractors, officers, or employees of Contractor have access to any state computer system or database,the Contractor, Subcontractors, officers, and employees of Contractor shall complete cybersecurity training pursuant to and in accordance with Government Code, Section 2054.5192. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 4 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 26. Restricted Employment for Certain State Personnel Contractor acknowledges that, pursuant to Section 572.069 of the Texas Government Code, a former state officer or employee of a state agency who during the period of state service or employment participated on behalf of a state agency in a procurement or contract negotiation involving Contractor may not accept employment from Contractor before the second anniversary of the date the Contract is signed or the procurement is terminated or withdrawn. 27. No Conflicts of Interest A. Contractor represents and warrants that it has no actual or potential conflicts of interest in providing the requested goods or services to System Agency under this Contract or any related Solicitation and that Contractor's provision of the requested goods and/or services under this Contract and any related Solicitation will not constitute an actual or potential conflict of interest or reasonably create an appearance of impropriety. B. Contractor agrees that, if after execution of the Contract, Contractor discovers or is made aware of a Conflict of Interest, Contractor will immediately and fully disclose such interest in writing to System Agency. In addition, Contractor will promptly and fully disclose any relationship that might be perceived or represented as a conflict after its discovery by Contractor or by System Agency as a potential conflict. System Agency reserves the right to make a final determination regarding the existence of Conflicts of Interest, and Contractor agrees to abide by System Agency's decision. 28. Fraud,Waste, and Abuse Contractor understands that HHS does not tolerate any type of fraud,waste, or abuse. Violations of law, agency policies, or standards of ethical conduct will be investigated, and appropriate actions will be taken. Pursuant to Texas Government Code, Section 321.022, if the administrative head of a department or entity that is subject to audit by the state auditor has reasonable cause to believe that money received from the state by the department or entity or by a client or contractor of the department or entity may have been lost, misappropriated, or misused, or that other fraudulent or unlawful conduct has occurred in relation to the operation of the department or entity, the administrative head shall report the reason and basis for the belief to the Texas State Auditor's Office (SAO). All employees or contractors who have reasonable cause to believe that fraud, waste, or abuse has occurred (including misconduct by any HHS employee, Grantee officer, agent, employee, or subcontractor that would constitute fraud, waste, or abuse) are required to immediately report the questioned activity to the Health and Human Services Commission's Office of Inspector General. Contractor agrees to comply with all applicable laws, rules,regulations, and System Agency policies regarding fraud, waste, and abuse including, but not limited to, HHS Circular C-027. A report to the SAO must be made through one of the following avenues: • SAO Toll Free Hotline: 1-800-TX-AUDIT • SAO website: http://sao.fraud.state.tx.us/ Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 5 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 All reports made to the OIG must be made through one of the following avenues: • OIG Toll Free Hotline 1-800-436-6184 • OIG Website: ReportTexasFraud.com • Internal Affairs Email: InternalAffalrsReferral@hhsc.state.tx.us • OIG Hotline Email: OIGFraudHotline@hhsc.state.tx.us. • OIG Mailing Address: Office of Inspector General Attn: Fraud Hotline MC 1300 P.O. Box 85200 Austin, Texas 78708-5200 29. Antitrust The undersigned affirms under penalty of perjury of the laws of the State of Texas that: A. in connection with this Contract and any related Solicitation Response, neither I nor any representative of the Contractor has violated any provision of the Texas Free Enterprise and Antitrust Act, Tex. Bus. & Comm. Code Chapter 15; B. in connection with this Contract and any related Solicitation Response, neither I nor any representative of the Contractor has violated any federal antitrust law; and C. neither I nor any representative of the Contractor has directly or indirectly communicated any of the contents of this Contract and any related Solicitation Response to a competitor of the Contractor or any other company, corporation, firm, partnership or individual engaged in the same line of business as the Contractor. 30. Legal and Regulatory Actions Contractor represents and warrants that it is not aware of and has received no notice of any court or governmental agency proceeding, investigation, or other action pending or threatened against Contractor or any of the individuals or entities included in numbered paragraph 1 of these Contract Affirmations within the five (5) calendar years immediately preceding execution of this Contract or the submission of any related Solicitation Response that would or could impair Contractor's performance under this Contract, relate to the contracted or similar goods or services, or otherwise be relevant to System Agency's consideration of entering into this Contract. If Contractor is unable to make the preceding representation and warranty, then Contractor instead represents and warrants that it has provided to System Agency a complete, detailed disclosure of any such court or governmental agency proceeding, investigation, or other action that would or could impair Contractor's performance under this Contract, relate to the contracted or similar goods or services, or otherwise be relevant to System Agency's consideration of entering into this Contract. In addition, Contractor acknowledges this is a continuing disclosure requirement. Contractor represents and warrants that Contractor shall notify System Agency in writing within five (5)business days of any changes to the representations or warranties in this clause and understands that failure to so timely update System Agency shall constitute breach of contract and may result in immediate contract termination. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 6 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 31. No Felony Criminal Convictions Contractor represents that neither Contractor nor any of its employees, agents, or representatives, including any subcontractors and employees, agents, or representative of such subcontractors, have been convicted of a felony criminal offense or that if such a conviction has occurred Contractor has fully advised System Agency in writing of the facts and circumstances surrounding the convictions. 32. Unfair Business Practices Contractor represents and warrants that it has not been the subject of allegations of Deceptive Trade Practices violations under Chapter 17 of the Texas Business and Commerce Code, or allegations of any unfair business practice in any administrative hearing or court suit and that Contractor has not been found to be liable for such practices in such proceedings. Contractor certifies that it has no officers who have served as officers of other entities who have been the subject of allegations of Deceptive Trade Practices violations or allegations of any unfair business practices in an administrative hearing or court suit and that such officers have not been found to be liable for such practices in such proceedings. 33. Entities that Boycott Israel Contractor represents and warrants that(1) it does not, and shall not for the duration of the Contract, boycott Israel or(2)the verification required by Section 2271.002 of the Texas Government Code does not apply to the Contract. If circumstances relevant to this provision change during the course of the Contract, Contractor shall promptly notify System Agency. 34. E-Verify Contractor certifies that for contracts for services, Contractor shall utilize the U.S. Department of Homeland Security's E-Verify system during the term of this Contract to determine the eligibility of: 1. all persons employed by Contractor to perform duties within Texas; and 2. all persons, including subcontractors, assigned by Contractor to perform work pursuant to this Contract within the United States of America. 35. Former Agency Employees—Certain Contracts If this Contract is an employment contract, a professional services contract under Chapter 2254 of the Texas Government Code, or a consulting services contract under Chapter 2254 of the Texas Government Code, in accordance with Section 2252.901 of the Texas Government Code, Contractor represents and warrants that neither Contractor nor any of Contractor's employees including, but not limited to, those authorized to provide services under the Contract, were former employees of an HHS Agency during the twelve (12) month period immediately prior to the date of the execution of the Contract. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 7 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 36. Disclosure of Prior State Employment—Consulting Services If this Contract is for consulting services, A. In accordance with Section 2254.033 of the Texas Government Code, a Contractor providing consulting services who has been employed by, or employs an individual who has been employed by, System Agency or another State of Texas agency at any time during the two years preceding the submission of Contractor's offer to provide services must disclose the following information in its offer to provide services. Contractor hereby certifies that this information was provided and remains true, correct, and complete: 1. Name of individual(s) (Contractor or employee(s)); 2. Status; 3. The nature of the previous employment with HHSC or the other State of Texas agency; 4. The date the employment was terminated and the reason for the termination; and 5. The annual rate of compensation for the employment at the time of its termination. B. If no information was provided in response to Section A above, Contractor certifies that neither Contractor nor any individual employed by Contractor was employed by System Agency or any other State of Texas agency at any time during the two years preceding the submission of Contractor's offer to provide services. 37. Abortion Funding Limitation Contractor understands, acknowledges, and agrees that,pursuant to Article IX of the General Appropriations Act(the Act), to the extent allowed by federal and state law, money appropriated by the Texas Legislature may not be distributed to any individual or entity that, during the period for which funds are appropriated under the Act: 1. performs an abortion procedure that is not reimbursable under the state's Medicaid program; 2. is commonly owned,managed, or controlled by an entity that performs an abortion procedure that is not reimbursable under the state's Medicaid program; or 3. is a franchise or affiliate of an entity that performs an abortion procedure that is not reimbursable under the state's Medicaid program. The provision does not apply to a hospital licensed under Chapter 241, Health and Safety Code, or an office exempt under Section 245.004(2), Health and Safety Code. Contractor represents and warrants that it is not ineligible, nor will it be ineligible during the term of this Contract, to receive appropriated funding pursuant to Article IX. 38. Funding Eligibility Contractor understands, acknowledges, and agrees that,pursuant to Chapter 2272 (eff. Sept. 1, 2021, Ch. 2273) of the Texas Government Code, except as exempted under that Chapter, HHSC cannot contract with an abortion provider or an affiliate of an abortion provider. Contractor certifies that it is not ineligible to contract with HHSC under the terms of Chapter 2272 (eff. Sept. 1, 2021, Ch. 2273) of the Texas Government Code. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 8 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 39. Gender Transitioning and Gender Reassignment Procedures and Treatments for Certain Children—Prohibited Use of Public Money; Prohibited State Health Plan Reimbursement. Contractor understands, acknowledges, and agrees that,pursuant to Section 161.704 of the Texas Health and Safety Code (eff. Sept. 1, 2023),public money may not directly or indirectly be used, granted,paid, or distributed to any health care provider, medical school, hospital, physician, or any other entity, organization, or individual that provides or facilitates the provision of a procedure or treatment to a child that is prohibited under Section 161.702 of the Texas Health and Safety Code. Contractor also understands, acknowledges, and agrees that,pursuant to Section 161.705 of the Texas Health and Safety Code (eff. Sept. 1, 2023), HHSC may not provide Medicaid reimbursement and the child health plan program established under Chapter 62 may not provide reimbursement to a physician or health care provider for provision of a procedure or treatment to a child that is prohibited under Section 161.702 of the Texas Health and Safety Code. Contractor certifies that it is not ineligible to contract with System Agency under the terms of Chapter 161, Subchapter X, of the Texas Health and Safety Code. 40. Prohibition on Certain Telecommunications and Video Surveillance Services or Equipment(2 CFR 200.216) Contractor certifies that the individual or business entity named in this Response or Contract is not ineligible to receive the specified Contract or funding pursuant to 2 CFR 200.216. 41. COVID-19 Vaccine Passports Pursuant to Texas Health and Safety Code, Section 161.0085(c), Contractor certifies that it does not require its customers to provide any documentation certifying the customer's COVID-19 vaccination or post-transmission recovery on entry to, to gain access to, or to receive service from the Contractor's business. Contractor acknowledges that such a vaccine or recovery requirement would make Contractor ineligible for a state-funded contract. 42. COVID-19 Vaccinations Contractor understands, acknowledges, and agrees that,pursuant to Article 11 of the General Appropriations Act, none of the General Revenue Funds appropriated to the Department of State Health Services (DSHS)may be used for the purpose of promoting or advertising COVID-19 vaccinations in the 2024-25 biennium. It is also the intent of the legislature that to the extent allowed by federal law, any federal funds allocated to DSHS shall be expended for activities other than promoting or advertising COVID-19 vaccinations. Contractor represents and warrants that it is not ineligible, nor will it be ineligible during the term of this Contract,to receive appropriated funding pursuant to Article II. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 9 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 43. Entities that Boycott Energy Companies In accordance with Senate Bill 13, Acts 2021, 87th Leg., R.S.,pursuant to Section 2274.002 (eff. Sept. 1, 2023, Section 2276.002,pursuant to House Bill 4595,Acts 2023, 88th Leg., R.S.) of the Texas Government Code (relating to prohibition on contracts with companies boycotting certain energy companies), Contractor represents and warrants that: (1) it does not, and will not for the duration of the Contract, boycott energy companies or(2)the verification required by Section 2274.002 (eff. Sept. 1, 2023, Section 2276.002,pursuant to House Bill 4595, Acts 2023, 88th Leg., R.S.) of the Texas Government Code does not apply to the Contract. If circumstances relevant to this provision change during the course of the Contract, Contractor shall promptly notify System Agency. 44. Entities that Discriminate Against Firearm and Ammunition Industries In accordance with Senate Bill 19, Acts 2021, 87th Leg., R.S.,pursuant to Section 2274.002 of the Texas Government Code (relating to prohibition on contracts with companies that discriminate against firearm and ammunition industries), Contractor verifies that: (1)it does not, and will not for the duration of the Contract,have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association or(2)the verification required by Section 2274.002 of the Texas Government Code does not apply to the Contract. If circumstances relevant to this provision change during the course of the Contract, Contractor shall promptly notify System Agency. 45. Security Controls for State Agency Data In accordance with Senate Bill 475, Acts 2021, 87th Leg., R.S., pursuant to Texas Government Code, Section 2054.138, Contractor understands, acknowledges, and agrees that if,pursuant to this Contract, Contractor is or will be authorized to access, transmit, use, or store data for System Agency, Contractor is required to meet the security controls the System Agency determines are proportionate with System Agency's risk under the Contract based on the sensitivity of System Agency's data and that Contractor must periodically provide to System Agency evidence that Contractor meets the security controls required under the Contract. 46. Cloud Computing State Risk and Authorization Management Program (TX-RAMP) In accordance with Senate Bill 475,Acts 2021, 87th Leg., R.S., pursuant to Texas Government Code, Section 2054.0593, Contractor acknowledges and agrees that, if providing cloud computing services for System Agency, Contractor must comply with the requirements of the state risk and authorization management program and that System Agency may not enter or renew a contract with Contractor to purchase cloud computing services for the agency that are subject to the state risk and authorization management program unless Contractor demonstrates compliance with program requirements. If providing cloud computing services for System Agency that are subject to the state risk and authorization management program, Contractor certifies it will maintain program compliance and certification throughout the term of the Contract. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 10 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 47. Office of Inspector General Investigative Findings Expert Review In accordance with Senate Bill 799,Acts 2021, 87th Leg., R.S., if Texas Government Code, Section 531.102(m-1)(2) (eff. Apr. 1, 2025, Section 544.0106, pursuant to House Bill 4611, Acts 2023, 88th Leg., R.S.) is applicable to this Contract, Contractor affirms that it possesses the necessary occupational licenses and experience. 48. Contract for Professional Services of Physicians, Optometrists, and Registered Nurses In accordance with Senate Bill 799, Acts 2021, 87th Leg., R.S., if Texas Government Code, Section 2254.008(a)(2)is applicable to this Contract, Contractor affirms that it possesses the necessary occupational licenses and experience. 49. Foreign-Owned Companies in Connection with Critical Infrastructure If Texas Government Code, Section 2274.0102(a)(1) (eff. Sept. 1, 2023, Section 2275.0102(a)(1),pursuant to House Bill 4595,Acts 2023, 88th Leg., R.S.) (relating to prohibition on contracts with certain foreign-owned companies in connection with critical infrastructure)is applicable to this Contract,pursuant to Government Code Section 2274.0102 (eff. Sept. 1, 2023, Section 2275.0102, pursuant to House Bill 4595, Acts 2023, 88th Leg., R.S.), Contractor certifies that neither it nor its parent company, nor any affiliate of Contractor or its parent company, is: (1) majority owned or controlled by citizens or governmental entities of China, Iran,North Korea, Russia, or any other country designated by the Governor under Government Code Section 2274.0103 (eff. Sept. 1, 2023, Section 2275.0103, pursuant to House Bill 4595, Acts 2023, 88th Leg., R.S.), or(2)headquartered in any of those countries. 50. Critical Infrastructure Subcontracts For purposes of this Paragraph, the designated countries are China, Iran,North Korea, Russia, and any countries lawfully designated by the Governor as a threat to critical infrastructure. Pursuant to Section 113.002 of the Business and Commerce Code, Contractor shall not enter into a subcontract that will provide direct or remote access to or control of critical infrastructure, as defined by Section 113.001 of the Texas Business and Commerce Code, in this state, other than access specifically allowed for product warranty and support purposes to any subcontractor unless (i)neither the subcontractor nor its parent company,nor any affiliate of the subcontractor or its parent company, is majority owned or controlled by citizens or governmental entities of a designated country; and(ii) neither the subcontractor nor its parent company, nor any affiliate of the subcontractor or its parent company, is headquartered in a designated country. Contractor will notify the System Agency before entering into any subcontract that will provide direct or remote access to or control of critical infrastructure, as defined by Section 113.001 of the Texas Business & Commerce Code, in this state. 51. Enforcement of Certain Federal Firearms Laws Prohibited In accordance with House Bill 957, Acts 2021, 87th Leg., R.S., if Texas Government Code, Section 2.101 is applicable to Contractor, Contractor certifies that it is not ineligible to receive state grant funds pursuant to Texas Government Code, Section 2.103. Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 11 of 14 Attachment C—HHS Contract Affirmations,Version 2.3,Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 52. Prohibition on Abortions Contractor understands, acknowledges, and agrees that, pursuant to Article II of the General Appropriations Act, (1)no funds shall be used to pay the direct or indirect costs (including marketing, overhead, rent,phones, and utilities) of abortion procedures provided by contractors of HHSC; and (2) no funds appropriated for Medicaid Family Planning, Healthy Texas Women Program, or the Family Planning Program shall be distributed to individuals or entities that perform elective abortion procedures or that contract with or provide funds to individuals or entities for the performance of elective abortion procedures. Contractor represents and warrants that it is not ineligible, nor will it be ineligible during the term of this Contract, to receive appropriated funding pursuant to Article II. 53. False Representation Contractor understands, acknowledges, and agrees that any false representation or any failure to comply with a representation, warranty, or certification made by Contractor is subject to all civil and criminal consequences provided at law or in equity including, but not limited to, immediate termination of this Contract. 54. False Statements Contractor represents and warrants that all statements and information prepared and submitted by Contractor in this Contract and any related Solicitation Response are current, complete, true, and accurate. Contractor acknowledges any false statement or material misrepresentation made by Contractor during the performance of this Contract or any related Solicitation is a material breach of contract and may void this Contract. Further, Contractor understands, acknowledges, and agrees that any false representation or any failure to comply with a representation, warranty, or certification made by Contractor is subject to all civil and criminal consequences provided at law or in equity including, but not limited to, immediate termination of this Contract. 55. Permits and License Contractor represents and warrants that it will comply with all applicable laws and maintain all permits and licenses required by applicable city, county, state, and federal rules, regulations, statutes, codes, and other laws that pertain to this Contract. 56. Equal Employment Opportunity Contractor represents and warrants its compliance with all applicable duly enacted state and federal laws governing equal employment opportunities. 57. Federal Occupational Safety and Health Law Contractor represents and warrants that all articles and services shall meet or exceed the safety standards established and promulgated under the Federal Occupational Safety and Health Act of 1970, as amended (29 U.S.C. Chapter 15). Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 12 of 14 Attachment C—HHS Contract Affirmations,Version 2.3, Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No. HHS001439500046 58. Signature Authority Contractor represents and warrants that the individual signing this Contract Affirmations document is authorized to sign on behalf of Contractor and to bind the Contractor. Signature Page Follows Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 13 of 14 Attachment C—HHS Contract Affirmations,Version 2.3, Effective August 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No. HHS001439500046 Authorized representative on behalf of Contractor must complete and sign the following: Dr. Fauzia Khan Legal Name of Contractor Corpus Christi—Nueces County Public Health District Assumed Business Name of Contractor, if applicable (d/b/a or `doing business as') N/A Texas County(s) for Assumed Business Name (d/b/a or `doing business as') Attach Assumed Name Certificate(s) filed with the Texas Secretary of State and Assumed Name Certificate(s),if any, for each Texas County Where Assumed Name Certificate(s) has been filed. DocuSigned by:0r. F"Itu I ' May 1, 2024 4NRI-RI48p P.11... Signature of Authorized Representative Date Signed Dr. Fauzia Khan Director of Public Health Printed Name of Authorized Representative Title of Authorized Representative First, Middle Name or Initial, and Last Name 1702 Horne Rd. Corpus Christi, Texas, 78416 Physical Street Address City, State, Zip Code 1702 Horne Rd. Corpus Christi, Texas, 78416 Mailing Address,if different City, State, Zip Code 361-826-7202 361-826-1334 Phone Number Fax Number FauziaK@cctexas.com 069457786 Email Address DUNS Number 74-6000574 17460005741 Federal Employer Identification Number Texas Identification Number (TIN) N/A 1-746000574 Texas Franchise Tax Number Texas Secretary of State Filing Number XETBTPKCL895 SAM.gov Unique Entity Identifier (UEI) Health and Human Services Contract Affirmations v.2.3 Effective August 2023 Page 14 of 14 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No. HHS001439500046 TEXAS Health and Human Services Health and Human Services (HHS) Uniform Terms and Conditions - Grant Version 3.3 Published and Effective — November 2023 Responsible Office: Chief Counsel HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 1 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 ABOUT THIS DOCUMENT In this document, Grantees(also referred to in this document as subrecipients or contractors)will find requirements and conditions applicable to grant funds administered and passed through by both the Texas Health and Human Services Commission(HHSC) and the Department of State Health Services(DSHS). These requirements and conditions are incorporated into the Grant Agreement through acceptance by Grantee of any funding award by HHSC or DSHS. The terms and conditions in this document are in addition to all requirements listed in the RFA,if any,under which applications for this grant award are accepted, as well as all applicable federal and state laws and regulations.Applicable federal and state laws and regulations may include,but are not limited to: 2 CFR Part 200, Uniform Administrative Requirements, Cost Principles,and Audit Requirements for Federal Awards; requirements of the entity that awarded the funds to HHS; Chapter 783 of the Texas Government Code; Texas Comptroller of Public Accounts' agency rules(including Uniform Grant and Contract Standards set forth in Title 34,Part 1, Chapter 20, Subchapter E,Division 4 of the Texas Administrative Code);the Texas Grant Management Standards(TxGMS)developed by the Texas Comptroller of Public Accounts; and the Funding Announcement, Solicitation,or other instrument/documentation under which HHS was awarded funds.HHS,in its sole discretion,reserves the right to add requirements,terms,or conditions. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 2 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 TABLE OF CONTENTS ARTICLE I. DEFINITIONS AND INTERPRETIVE PROVISIONS............................................. 6 1.1 DEFINITIONS ......................................................................................................... 6 1.2 INTERPRETIVE PROVISIONS.................................................................................. 7 ARTICLE II. PAYMENT PROVISIONS.................................................................................. 8 2.1 PROMPT PAYMENT................................................................................................ 8 2.2 TAXES.................................................................................................................... 8 2.3 ANCILLARY AND TRAVEL EXPENSES ................................................................... 8 2.4 BILLING................................................................................................................. 9 2.5 USE OF FUNDS....................................................................................................... 9 2.6 USE FOR MATCH PROHIBITED.............................................................................. 9 2.7 PROGRAM INCOME ............................................................................................... 9 2.8 NONSUPPLANTING................................................................................................. 9 2.9 INDIRECT COST RATES......................................................................................... 9 ARTICLE III. STATE AND FEDERAL FUNDING................................................................ 10 3.1 EXCESS OBLIGATIONS PROHIBITED................................................................... 10 3.2 NO DEBT AGAINST THE STATE........................................................................... 10 3.3 DEBTS AND DELINQUENCIES .............................................................................. 10 3.4 REFUNDS AND OVERPAYMENTS ......................................................................... 10 ARTICLE IV.ALLOWABLE COSTS AND AUDIT REQUIREMENTS.................. 10 4.1 ALLOWABLE COSTS............................................................................................ 10 4.2 AUDITS AND FINANCIAL STATEMENTS............................................................... 11 4.3 SUBMISSION OF AUDITS AND FINANCIAL STATEMENTS .................................... 1 1 ARTICLE V.WARRANTY,AFFIRMATIONS,ASSURANCES AND CERTIFICATIONS.......... 12 5.1 WARRANTY......................................................................................................... 12 5.2 GENERAL AFFIRMATIONS................................................................................... 12 5.3 FEDERAL ASSURANCES....................................................................................... 12 5.4 FEDERAL CERTIFICATIONS ................................................................................ 12 5.5 STATE ASSURANCES............................................................................................ 12 ARTICLE VI. INTELLECTUAL PROPERTY........................................................................ 13 6.1 OWNERSHIP OF WORK PRODUCT....................................................................... 13 6.2 GRANTEE'S PRE-EXISTING WORKS................................................................... 13 6.3 THIRD PARTY IP................................................................................................. 14 HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 3 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 6.4 AGREEMENTS WITH EMPLOYEES AND SUBCONTRACTORS ............................... 14 6.5 DELIVERY UPON TERMINATION OR EXPIRATION.............................................. 14 6.6 SURVIVAL............................................................................................................ 14 6.7 SYSTEM AGENCY DATA...................................................................................... 14 ARTICLE VII. PROPERTY................................................................................................ 15 7.1 USE OF STATE PROPERTY................................................................................... 15 7.2 DAMAGE TO STATE PROPERTY.......................................................................... 15 7.3 PROPERTY RIGHTS UPON TERMINATION OR EXPIRATION OF CONTRACT....... 15 7.4 EQUIPMENT AND PROPERTY............................................................................... 16 ARTICLE VIII. RECORD RETENTION,AUDIT,AND CONFIDENTIALITY........................ 16 8.1 RECORD MAINTENANCE AND RETENTION......................................................... 16 8.2 AGENCY'S RIGHT TO AUDIT............................................................................... 17 8.3 RESPONSEXOMPLIANCE WITH AUDIT OR INSPECTION FINDINGS ................... 17 8.4 STATE AUDITOR'S RIGHT TO AUDIT.................................................................. 18 8.5 CONFIDENTIALITY.............................................................................................. 18 ARTICLE IX. GRANT REMEDIES,TERMINATION AND PROHIBITED ACTIVITIES.......... 18 9.1 REMEDIES............................................................................................................ 18 9.2 TERMINATION FOR CONVENIENCE .................................................................... 19 9.3 TERMINATION FOR CAUSE ................................................................................. 19 9.4 GRANTEE RESPONSIBILITY FOR SYSTEM AGENCY'S TERMINATION COSTS.... 19 9.5 INHERENTLY RELIGIOUS ACTIVITIES................................................................ 20 9.6 POLITICAL ACTIVITIES....................................................................................... 20 ARTICLEX. INDEMNITY..................................................................................................20 10.1 GENERAL INDEMNITY......................................................................................... 20 10.2 INTELLECTUAL PROPERTY................................................................................. 21 10.3 ADDITIONAL INDEMNITY PROVISIONS............................................................... 21 ARTICLE XI. GENERAL PROVISIONS...............................................................................21 11.1 AMENDMENTS..................................................................................................... 21 11.2 NO QUANTITY GUARANTEES.............................................................................. 21 11.3 CHILD ABUSE REPORTING REQUIREMENTS...................................................... 22 11.4 CERTIFICATION OF MEETING OR EXCEEDING TOBACCO-FREE WORKPLACE POLICY MINIMUM STANDARDS..........................................................................22 11.5 INSURANCE AND BONDS...................................................................................... 22 HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 4 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 11.6 LIMITATION ON AUTHORITY.............................................................................. 23 11.7 CHANGE IN LAWS AND COMPLIANCE WITH LAWS............................................ 23 11.8 SUBCONTRACTORS.............................................................................................. 23 11.9 PERMITTING AND LICENSURE ............................................................................ 23 11.10 INDEPENDENT CONTRACTOR ............................................................................. 24 11.11 GOVERNING LAW AND VENUE ........................................................................... 24 11.12 SEVERABILITY.....................................................................................................24 11.13 SURVIVABILITY................................................................................................... 24 11.14 FORCE MAJEURE ................................................................................................ 24 11.15 NO IMPLIED WAIVER OF PROVISIONS ............................................................... 25 11.16 FUNDING DISCLAIMERS AND LABELING............................................................ 25 11.17 MEDIA RELEASES ............................................................................................... 25 11.18 PROHIBITION ON NON-COMPETE RESTRICTIONS ............................................. 25 11.19 SOVEREIGN IMMUNITY....................................................................................... 25 11.20 ENTIRE CONTRACT AND MODIFICATION........................................................... 26 11.21 COUNTERPARTS.................................................................................................. 26 11.22 PROPER AUTHORITY........................................................................................... 26 11.23 E-VERIFY PROGRAM .......................................................................................... 26 11.24 CIVIL RIGHTS...................................................................................................... 26 11.25 ENTERPRISE INFORMATION MANAGEMENT STANDARDS ................................. 27 11.26 DISCLOSURE OF LITIGATION.............................................................................. 27 11.27 NO THIRD PARTY BENEFICIARIES ..................................................................... 28 11.28 BINDING EFFECT................................................................................................. 28 HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 5 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 ARTICLE L DEFINITIONS AND INTERPRETIVE PROVISIONS 1.1 DEFINITIONS As used in this Grant Agreement, unless a different definition is specified, or the context clearly indicates otherwise, the following terms and conditions have the meanings assigned below: "Amendment" means a written agreement, signed by the Parties, which documents changes to the Grant Agreement. "Contract"or"Grant Agreement"means the agreement entered into by the Parties, including the Signature Document,these Uniform Terms and Conditions, along with any attachments and amendments that may be issued by the System Agency. "Deliverables"means the goods, services, and work product, including all reports and project documentation, required to be provided by Grantee to the System Agency. "DSHS" means the Department of State Health Services. "Effective Date"means the date on which the Grant Agreement takes effect. "Federal Fiscal Year"means the period beginning October 1 and ending September 30 each year, which is the annual accounting period for the United States government. "GAAP" means Generally Accepted Accounting Principles. "GASB" means the Governmental Accounting Standards Board. "Grantee"means the Party receiving funds under this Grant Agreement. May also be referred to as "subrecipient" or "contractor" in this document. "HHSC" means the Texas Health and Human Services Commission. "Health and Human Services" or"HHS"includes HHSC and DSHS. "Intellectual Prope . Rights"means the worldwide proprietary rights or interests, including patent, copyright, trade secret, and trademark rights, as such right may be evidenced by or embodied in: i. any idea, design, concept,personality right, method,process, technique, apparatus, invention, discovery, or improvement; ii. any work of authorship, including any compilation, computer code, website or web page design, literary work,pictorial work, or graphic work; iii. any trademark, service mark, trade dress, trade name, branding, or other indicia of source or origin; iv. domain name registrations; and v. any other proprietary or similar rights. The Intellectual Property Rights of a Party include all worldwide proprietary rights or interests that the Party may have acquired by assignment, by exclusive license, or by license with the right to grant sublicenses. "Parties" means the System Agency and Grantee, collectively. "Pam"means either the System Agency or Grantee, individually. "Project"means specific activities of the Grantee that are supported by funds provided under this Grant Agreement. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 6 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 "Signature Document" means the document executed by all Parties for this Grant Agreement. "Solicitation,""Funding Announcement" or"Request for Applications (RFA)"means the document(including all exhibits, attachments, and published addenda), issued by the System Agency under which applications for grant funds were requested, which is incorporated by reference in the Grant Agreement for all purposes in its entirety. "Solicitation Response" or"Application"means Grantee's full and complete Solicitation response (including any attachments and addenda), which is incorporated by reference in the Grant Agreement for all purposes in its entirety. "State Fiscal Year" means the period beginning September 1 and ending August 31 each year, which is the annual accounting period for the State of Texas. "State of Texas Textravel"means the Texas Comptroller of Public Accounts' website relative to travel reimbursements under this Contract, if any. "Statement of Work"means the description of activities Grantee mustperform to complete the Project, as specified in the Grant Agreement, and as may be amended. "System Agency"means HHSC or DSHS,as applicable. "Work Product"means any and all works, including work papers, notes, materials, approaches, designs, specifications, systems, innovations, improvements, inventions, software, programs, source code, documentation, training materials, audio or audiovisual recordings, methodologies, concepts, studies, reports, whether finished or unfinished, and whether or not included in the deliverables, that are developed, produced, generated or provided by Grantee in connection with Grantee's performance of its duties under the Grant Agreement or through use of any funding provided under this Grant Agreement. "Texas Grant Management Standards" or"TxGMS"means uniform grant and contract administration procedures, developed under the authority of Chapter 783 of the Texas Government Code, to promote the efficient use of public funds in local government and in programs requiring cooperation among local, state, and federal agencies. Under this Grant Agreement, TxGMS applies to Grantee except as otherwise provided by applicable law or directed by System Agency. Additionally, except as otherwise provided by applicable law, in the event of a conflict between TxGMS and applicable federal or state law, federal law prevails over state law and state law prevails over TxGMS. 1.2 INTERPRETIVE PROVISIONS A. The meanings of defined terms include the singular and plural forms. B. The words "hereof,""herein," "hereunder," and similar words refer to this Grant Agreement as a whole and not to any particular provision, section, attachment, or schedule of this Grant Agreement unless otherwise specified. C. The term "including"is not limiting and means "including without limitation" and, unless otherwise expressly provided in this Grant Agreement, (i)references to contracts (including this Grant Agreement) and other contractual instruments shall be deemed to include all subsequent Amendments and other modifications, but only to the extent that such Amendments and other modifications are not prohibited by the terms of this Grant Agreement, and(ii)references to any statute or regulation are to be construed as including all statutory and regulatory provisions consolidating, amending, replacing, supplementing, or interpreting the statute or regulation. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 7 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 D. Any references to agreements, contracts, statutes, or administrative rules or regulations in the Grant Agreement are references to these documents as amended, modified, or supplemented during the term of the Grant Agreement. E. The captions and headings of this Grant Agreement are for convenience of reference only and do not affect the interpretation of this Grant Agreement. F. All attachments, including those incorporated by reference, and any Amendments are considered part of the terms of this Grant Agreement. G. This Grant Agreement may use several different limitations,regulations, or policies to regulate the same or similar matters. All such limitations, regulations, and policies are cumulative. H. Unless otherwise expressly provided, reference to any action of the System Agency or by the System Agency by way of consent, approval, or waiver will be deemed modified by the phrase "in its sole discretion." L Time is of the essence in this Grant Agreement. J. Prior to execution of the Grant Agreement, Grantee must notify System Agency's designated contact in writing of any ambiguity, conflict, discrepancy, omission, or other error. If Grantee fails to notify the System Agency designated contact of any ambiguity, conflict, discrepancy, omission, or other error in the Grant Agreement prior to Grantee's execution of the Grant Agreement, Grantee: i. Shall have waived any claim of error or ambiguity in the Grant Agreement; and ii. Shall not contest the interpretation by the System Agency of such provision(s). No grantee will be entitled to additional reimbursement, relief, or time by reason of any ambiguity, conflict, discrepancy, exclusionary specification, omission, or other error or its later correction. ARTICLE II. PAYMENT PROVISIONS 2.1 PROMPT PAYMENT Payment shall be made in accordance with Chapter 2251 of the Texas Government Code, commonly known as the Texas Prompt Payment Act. Chapter 2251 of the Texas Government Code shall govern remittance of payment and remedies for late payment and non-payment. 2.2 TAXES Grantee represents and warrants that it shall pay all taxes or similar amounts resulting from the Grant Agreement, including, but not limited to, any federal, State, or local income, sales or excise taxes of Grantee or its employees. System Agency shall not be liable for any taxes resulting from the Grant Agreement. 2.3 ANCILLARY AND TRAVEL EXPENSES A. Except as otherwise provided in the Grant Agreement, no ancillary expenses incurred by the Grantee in connection with its provision of the services or deliverables will be reimbursed by the System Agency. Ancillary expenses include,but are not limited to, costs associated with transportation, delivery, and insurance for each deliverable. B. Except as otherwise provided in the Grant Agreement, when the reimbursement of travel expenses is authorized by the Grant Agreement, all such expenses will be reimbursed in accordance with the rates set by the Texas Comptroller's Textravel guidelines,which can currently be accessed at: htt2s://fmx.cl2a.texas.gov/fmx/travel/textravel/ HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 8 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 2.4 BILLING Unless otherwise provided in the Grant Agreement, Grantee shall bill the System Agency in accordance with the Grant Agreement. Unless otherwise specified in the Grant Agreement, Grantee shall submit requests for reimbursement or payment monthly by the last business day of the month following the month in which expenses were incurred or services provided. Grantee shall maintain all documentation that substantiates invoices and make the documentation available to the System Agency upon request. 2.5 USE OF FUNDS Grantee shall expend funds under this Grant Agreement only for approved services and for reasonable and allowable expenses directly related to those services. 2.6 USE FOR MATCH PROHIBITED Grantee shall not use funds provided under this Grant Agreement for matching purposes in securing other funding without the written approval of the System Agency. 2.7 PROGRAM INCOME Program income refers to gross income directly generated by a supporting activity during the period of performance. Unless otherwise required under the Grant Agreement, Grantee shall use Program Income, as provided in TxGMS, to further the Project, and Grantee shall spend the Program Income on the Project. Grantee shall identify and report Program Income in accordance with the Grant Agreement, applicable law, and any programmatic guidance. Grantee shall expend Program Income during the Grant Agreement term, when earned, and may not carry Program Income forward to any succeeding term. Grantee shall refund Program Income to the System Agency if the Program Income is not expended in the term in which it is earned. The System Agency may base future funding levels, in part, upon Grantee's proficiency in identifying,billing, collecting, and reporting Program Income, and in using Program Income for the purposes and under the conditions specified in this Grant Agreement. 2.8 NONSUPPLANTING Grant funds must be used to supplement existing, new or corresponding programming and related activities. Grant funds may not be used to supplant(replace) existing funds that have been appropriated, allocated, or disbursed for the same purpose. System Agency may conduct Grant monitoring or audits may be conducted to review, among other things, Grantee's compliance with this provision. 2.9 INDIRECT COST RATES The System Agency may acknowledge an indirect cost rate for Grantees that is utilized for all applicable Grant Agreements. For subrecipients receiving federal funds, indirect cost rates will be determined in accordance with applicable law including, but not limited to, 2 CFR 200.414(f). For recipients receiving state funds, indirect costs will be determined in accordance with applicable law including,but not limited to, TxGMS. Grantees funded with blended federal and state funding will be subject to both state and federal requirements when determining indirect costs. In the event of a conflict between TxGMS and applicable federal law or regulation, the provisions of federal law or regulation will apply.-Grantee will provide any necessary financial documents to determine the indirect cost rate in accordance with the Uniform Grant Guidance (UGG) and TxGMS. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 9 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 ARTICLE III. STATE AND FEDERAL FUNDING 3.1 EXCESS OBLIGATIONS PROHIBITED This Grant Agreement is subject to termination or cancellation, without penalty to System Agency, either in whole or in part, subject to the availability and actual receipt by System Agency of state or federal funds. System Agency is a state agency whose authority and appropriations are subject to actions of the Texas Legislature. If System Agency becomes subject to a legislative change,revocation of statutory authority, or lack of appropriated funds that would render either System Agency's or Grantee's delivery or performance under the Grant Agreement impossible or unnecessary, the Grant Agreement will be terminated or cancelled and be deemed null and void. In the event of a termination or cancellation under this Section, System Agency will not be liable to Grantee for any damages that are caused or associated with such termination or cancellation, and System Agency will not be required to give prior notice. Additionally, System Agency will not be liable to Grantee for any remaining unpaid funds under this Grant Agreement at time of termination. 3.2 NO DEBT AGAINST THE STATE This Grant Agreement will not be construed as creating any debt by or on behalf of the State of Texas. 3.3 DEBTS AND DELINQUENCIES Grantee agrees that any payments due under the Grant Agreement shall be directly applied towards eliminating any debt or delinquency it has to the State of Texas including,but not limited to, delinquent taxes, delinquent student loan payments, and delinquent child support during the entirety of the Grant Agreement term. 3.4 REFUNDS AND OVERPAYMENTS A. At its sole discretion, the System Agency may (i) withhold all or part of any payments to Grantee to offset overpayments, unallowable or ineligible costs made to the Grantee, or if any required financial status report(s)is not submitted by the due date(s); or(ii)require Grantee to promptly refund or credit-within thirty (30) calendar days of written notice— to System Agency any funds erroneously paid by System Agency which are not expressly authorized under the Grant Agreement. B. "Overpayments" as used in this Section include payments (i)made by the System Agency that exceed the maximum allowable rates;(ii)that are not allowed under applicable laws,rules, or regulations; or(iii)that are otherwise inconsistent with this Grant Agreement, including any unapproved expenditures. Grantee understands and agrees that it shall be liable to the System Agency for any costs disallowed pursuant to financial and compliance audit(s) of funds received under this Grant Agreement. Grantee further understands and agrees that reimbursement of such disallowed costs shall be paid by Grantee from funds which were not provided or otherwise made available to Grantee under this Grant Agreement. ARTICLE IV. ALLOWABLE COSTS AND AUDIT REQUIREMENTS 4.1 ALLOWABLE COSTS A. Allowable Costs are restricted to costs that are authorized under Texas Uniform Grant Management Standards (TxGMS) and applicable state and federal rules and laws. This Grant Agreement is subject to all applicable requirements of TxGMS, including the HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 10 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 criteria for Allowable Costs. Additional federal requirements apply if this Grant Agreement is funded, in whole or in part, with federal funds. B. System Agency will reimburse Grantee for actual,allowable, and allocable costs incurred by Grantee in performing the Project, provided the costs are sufficiently documented. Grantee must have incurred a cost prior to claiming reimbursement and within the applicable term to be eligible for reimbursement under this Grant Agreement. At its sole discretion, the System Agency will determine whether costs submitted by Grantee are allowable and eligible for reimbursement. The System Agency may take repayment (recoup) from remaining funds available under this Grant Agreement in amounts necessary to fulfill Grantee's repayment obligations. Grantee and all payments received by Grantee under this Grant Agreement are subject to applicable cost principles, audit requirements, and administrative requirements including applicable provisions under 2 CFR 200, 48 CFR Part 31, and TxGMS. C. OMB Circulars will be applied with the modifications prescribed by TxGMS with effect given to whichever provision imposes the more stringent requirement in the event of a conflict. 4.2 AUDITS AND FINANCIAL STATEMENTS A. Audits i. Grantee understands and agrees that Grantee is subject to any and all applicable audit requirements found in state or federal law or regulation or added by this Grant Agreement ii. HHS Single Audit Unit will notify Grantee to complete the Single Audit Determination Form. If Grantee fails to complete the form within thirty (30) calendar days after receipt of notice, Grantee maybe subject to sanctions and remedies for non-compliance. iii. If Grantee, within Grantee's fiscal year, expends at least SEVEN HUNDRED FIFTY THOUSAND DOLLARS ($750,000)in federal funds awarded, Grantee shall have a single audit or program-specific audit in accordance with 2 CFR 200. The federal threshold amount includes federal funds passed through by way of state agency awards. iv. If Grantee, within Grantee's fiscal year, expends at least SEVEN HUNDRED FIFTY THOUSAND DOLLARS ($750,000) in state funds awarded, Grantee shall have a single audit or program-specific audit in accordance with TxGMS. The audit must be conducted by an independent certified public accountant and in accordance with 2 CFR 200, Government Auditing Standards, and TxGMS. v. For-profit Grantees whose expenditures meet or exceed the federal or state expenditure thresholds stated above shall follow the guidelines in 2 CFR 200 or TxGMS, as applicable,for their program-specific audits. vi. Each Grantee required to obtain a single audit must competitively re-procure single audit services once every six years. Grantee shall procure audit services in compliance with this section, state procurement procedures, as well as with applicable provisions of 2 CFR 200 and TxGMS. B. Financial Statements. Each Grantee that does not meet the expenditure threshold for a single audit or program- specific audit, must provide financial statements for the audit period. 4.3 SUBMISSION OF AUDITS AND FINANCIAL STATEMENTS A. Audits. Due the earlier of 30 days after receipt of the independent certified public accountant's HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 11 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 report or nine months after the end of the fiscal year, Grantee shall submit one electronic copy of the single audit or program-specific audit to the System Agency via: i. HHS portal at https://hhsportal.hhs.state.tx.us/heartwebextr/hhscSau or, ii. Email to: single audit reportkhhsc.state.tx.us. B. Financial Statements. Due no later than nine months after the Grantee's fiscal year-end, Grantees not required to submit an audit, shall submit one electronic copy of their financial statements via: i. HHS portal at hlt2s:Hhhs]2ortal.hhs.state.tx.us/heartwebextr/hhscSau; or, ii. Email to: single audit reporte,hhsc.state.tx.us. ARTICLE V. WARRANTY,AFFIRMATIONS,ASSURANCES AND CERTIFICATIONS 5.1 WARRANTY Grantee warrants that all work under this Grant Agreement shall be completed in a manner consistent with standards under the terms of this Grant Agreement, in the applicable trade, profession, or industry; shall conform to or exceed the specifications set forth in the Grant Agreement; and all deliverables shall be fit for ordinary use,of good quality, and with no material defects. If System Agency, in its sole discretion, determines Grantee has failed to complete work timely or to perform satisfactorily under conditions required by this Grant Agreement,the System Agency may require Grantee, at its sole expense,to: i. Repair or replace all defective or damaged work; ii. Refund any payment Grantee received from System Agency for all defective or damaged work and, in conjunction therewith, require Grantee to accept the return of such work; and, iii. Take necessary action to ensure that Grantee's future performance and work conform to the Grant Agreement requirements. 5.2 GENERAL AFFIRMATIONS Grantee certifies that,to the extent affirmations are incorporated into the Grant Agreement, the Grantee has reviewed the affirmations and that Grantee is in compliance with all requirements. 5.3 FEDERAL ASSURANCES Grantee further certifies that, to the extent federal assurances are incorporated into the Grant Agreement, the Grantee has reviewed the federal assurances and that Grantee is in compliance with all requirements. 5.4 FEDERAL CERTIFICATIONS Grantee further certifies that, to the extent federal certifications are incorporated into the Grant Agreement, the Grantee has reviewed the federal certifications and that Grantee is in compliance with all requirements. In addition, Grantee certifies that it is in compliance with all applicable federal laws,rules, and regulations, as they may pertain to this Grant Agreement. 5.5 STATE ASSURANCES Except to the extent of any conflict under applicable law or requirements or guidelines of any federal awarding agency from which funding for this Grant Agreement originated, the Grantee must comply with the applicable state assurances included within the TxGMS which are incorporated here by reference. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 12 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 ARTICLE VI. INTELLECTUAL PROPERTY 6.1 OWNERSHIP OF WORK PRODUCT A. All right, title, and interest in the Work Product, including all Intellectual Property Rights therein,is exclusively owned by System Agency.Grantee and Grantee's employees will have no rights in or ownership of the Work Product or any other property of System Agency. B. Any and all Work Product that is copyrightable under United States copyright law is deemed to be "work made for hire" owned by System Agency, as provided by Title 17 of the United States Code. To the extent that Work Product does not qualify as a"work made for hire"under applicable federal law, Grantee hereby irrevocably assigns and transfers to System Agency, its successors and assigns,the entire right,title, and interest in and to the Work Product, including any and all Intellectual Property Rights embodied therein or associated therewith, and in and to all works based upon, derived from, or incorporating the Work Product, and in and to all income,royalties, damages, claims and payments now or hereafter due or payable with respect thereto, and in and to all causes of action, either in law or in equity for past,present or future infringement based on the copyrights,and in and to all rights corresponding to the foregoing. C. Grantee agrees to execute all papers and to perform such other acts as System Agency may deem necessary to secure for System Agency or its designee the rights herein assigned. D. In the event that Grantee has any rights in and to the Work Product that cannot be assigned to System Agency, Grantee hereby grants to System Agency an exclusive, worldwide, royalty-free, transferable, irrevocable, and perpetual license,with the right to sublicense,to reproduce, distribute, modify, create derivative works of,publicly perform and publicly display, make, have made, use, sell and offer for sale the Work Product and any products developed by practicing such rights. E. The foregoing does not apply to Incorporated Pre-existing Works or Third Party IP that are incorporated in the Work Product by Grantee. Grantee shall provide System Agency access during normal business hours to all Grantee materials, premises, and computer files containing the Work Product. 6.2 GRANTEE'S PRE-EXISTING WORKS A. To the extent that Grantee incorporates into the Work Product any works of Grantee that were created by Grantee or that Grantee acquired rights in prior to the Effective Date of this Grant Agreement("Incorporated Pre-existing Works"), Grantee retains ownership of such Incorporated Pre-existing Works. B. Grantee hereby grants to System Agency an irrevocable,perpetual,non-exclusive, royalty-free,transferable,worldwide right and license,with the right to sublicense,to use,reproduce, modify, copy, create derivative works of, publish, publicly perform and display, sell, offer to sell, make and have made, the Incorporated Pre-existing Works, in any medium, with or without the associated Work Product. C. Grantee represents, warrants, and covenants to System Agency that Grantee has all necessary right and authority to grant the foregoing license in the Incorporated Pre- existing Works to System Agency. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 13 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 6.3 THIRD PARTY IP A. To the extent that any Third Party IP is included or incorporated in the Work Product by Grantee, Grantee hereby grants to System Agency, or shall obtain from the applicable third party for System Agency's benefit, the irrevocable, perpetual, non-exclusive, worldwide, royalty-free right and license, for System Agency's internal business or governmental purposes only, to use, reproduce, display, perform, distribute copies of, and prepare derivative works based upon such Third Party IP and any derivative works thereof embodied in or delivered to System Agency in conjunction with the Work Product, and to authorize others to do any or all of the foregoing. B. Grantee shall obtain System Agency's advance written approval prior to incorporating any Third Party IP into the Work Product, and Grantee shall notify System Agency on delivery of the Work Product if such materials include any Third Party IP. C. Grantee shall provide System Agency all supporting documentation demonstrating Grantee's compliance with this Section 6.3,including without limitation documentation indicating a third parry's written approval for Grantee to use any Third Party IP that may be incorporated in the Work Product. 6.4 AGREEMENTS WITH EMPLOYEES AND SUBCONTRACTORS Grantee shall have written, binding agreements with its employees and subcontractors that include provisions sufficient to give effect to and enable Grantee's compliance with Grantee's obligations under this Article VI, Intellectual Property. 6.5 DELIVERY UPON TERMINATION OR EXPIRATION No later than the first calendar day after the termination or expiration of the Grant Agreement or upon System Agency's request, Grantee shall deliver to System Agency all completed, or partially completed, Work Product, including any Incorporated Pre-existing Works, and any and all versions thereof. Grantee's failure to timely deliver such Work Product is a material breach of the Grant Agreement. Grantee will not retain any copies of the Work Product or any documentation or other products or results of Grantee's activities under the Grant Agreement without the prior written consent of System Agency. 6.6 SURVIVAL The provisions and obligations of this Article survive any termination or expiration of the Grant Agreement. 6.7 SYSTEM AGENCY DATA A. As between the Parties, all data and information acquired, accessed, or made available to Grantee by, through, or on behalf of System Agency or System Agency contractors, including all electronic data generated, processed, transmitted, or stored by Grantee in the course of providing data processing services in connection with Grantee's performance hereunder(the"System Agency Data"), is owned solely by System Agency. B. Grantee has no right or license to use, analyze, aggregate,transmit, create derivatives of, copy, disclose, or process the System Agency Data except as required for Grantee to fulfill its obligations under the Grant Agreement or as authorized in advance in writing by System Agency. C. For the avoidance of doubt, Grantee is expressly prohibited from using, and from permitting any third party to use, System Agency Data for marketing,research, or other non-governmental or commercial purposes,without the prior written consent of System Agency. D. Grantee shall make System Agency Data available to System Agency, including to HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 14 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 System Agency's designated vendors, as directed in writing by System Agency. The foregoing shall be at no cost to System Agency. E. Furthermore, the proprietary nature of Grantee's systems that process, store, collect, and/or transmit the System Agency Data shall not excuse Grantee's performance of its obligations hereunder. ARTICLE VII. PROPERTY 7.1 USE OF STATE PROPERTY A. Grantee is prohibited from using State Property for any purpose other than performing Services authorized under the Grant Agreement. B. State Property includes, but is not limited to, System Agency's office space, identification badges, System Agency information technology equipment and networks (e.g., laptops,portable printers, cell phones, iPads or tablets, external hard drives, data storage devices, any System Agency-issued software, and the System Agency Virtual Private Network(VPN client)), and any other resources of System Agency. C. Grantee shall not remove State Property from the continental United States. In addition, Grantee may not use any computing device to access System Agency's network or e- mail while outside of the continental United States. D. Grantee shall not perform any maintenance services on State Property unless the Grant Agreement expressly authorizes such Services. E. During the time that State Property is in the possession of Grantee, Grantee shall be responsible for: i. all repair and replacement charges incurred by State Agency that are associated with loss of State Property or damage beyond normal wear and tear, and ii. all charges attributable to Grantee's use of State Property that exceeds the Grant Agreement scope. Grantee shall fully reimburse such charges to System Agency within ten(10) calendar days of Grantee's receipt of System Agency's notice of amount due. Use of State Property for a purpose not authorized by the Grant Agreement shall constitute breach of contract and may result in termination of the Grant Agreement and the pursuit of other remedies available to System Agency under contract, at law, or in equity. 7.2 DAMAGE TO STATE PROPERTY A. In the event of loss,destruction, or damage to any System Agency or State of Texas owned, leased, or occupied property or equipment by Grantee or Grantee's employees, agents, Subcontractors, or suppliers, Grantee shall be liable to System Agency and the State of Texas for the full cost of repair, reconstruction, or replacement of the lost, destroyed, or damaged property. B. Grantee shall notify System Agency of the loss, destruction, or damage of equipment or property within one (1)business day. Grantee shall reimburse System Agency and the State of Texas for such property damage within ten(10)calendar days after Grantee's receipt of System Agency's notice of amount due. 7.3 PROPERTY RIGHTS UPON TERMINATION OR EXPIRATION OF CONTRACT In the event the Grant Agreement is terminated for any reason or expires, State Property remains the property of the System Agency and must be returned to the System Agency by the earlier of the end date of the Grant Agreement or upon System Agency's request. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 15 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 7.4 EQUIPMENT AND PROPERTY A The Grantee must ensure equipment with a per-unit cost of$5,000 or greater purchased with grant funds under this award is used solely for the purpose of this Grant or is properly pro-rated for use under this Grant. Grantee must have control systems to prevent loss, damage, or theft of property funded under this Grant. Grantee shall maintain equipment management and inventory procedures for equipment,whether acquired in part or whole with grant funds, until disposition occurs. B. When equipment acquired by Grantee under this Grant Agreement is no longer needed for the original project or for other activities currently supported by System Agency, the Grantee must properly dispose of the equipment pursuant to 2 CFR and/or TxGMS, as applicable. Upon termination of this Grant Agreement,use and disposal of equipment by the Grantee shall conform with TxGMS requirements. C. Grantee shall initiate the purchase of all equipment approved in writing by the System Agency in accordance with the schedule approved by System Agency, as applicable. Failure to timely initiate the purchase of equipment may result in the loss of availability of funds for the purchase of equipment. Requests to purchase previously approved equipment after the first quarter in the Grant Agreement must be submitted to the assigned System Agency contract manager. D. Controlled Assets include firearms, regardless of the acquisition cost, and the following assets with an acquisition cost of$500 or more, but less than $5,000: desktop and laptop computers (including notebooks, tablets and similar devices), non-portable printers and copiers, emergency management equipment, communication devices and systems, medical and laboratory equipment, and media equipment. Controlled Assets are considered supplies. E System Agency funds must not be used to purchase buildings or real property without prior written approval from System Agency. Any costs related to the initial acquisition of the buildings or real property are not allowable without written pre-approval. ARTICLE VIII. RECORD RETENTION,AUDIT,AND CONFIDENTIALITY 8.1 RECORD MAINTENANCE AND RETENTION A. Grantee shall keep and maintain under GAAP or GASB, as applicable, full,true, and complete records necessary to fully disclose to the System Agency, the Texas State Auditor's Office,the United States Government, and their authorized representatives all information required to determine compliance with the terms and conditions of this Grant Agreement and all state and federal rules, regulations, and statutes. Grantee shall ensure these same requirements are included in all subcontracts. B. Grantee shall maintain and retain legible copies of this Grant Agreement and all records relating to the performance of the Grant Agreement, including supporting Fiscal documents adequate to ensure that claims for grant funds are in accordance with applicable State of Texas requirements. These records shall be maintained and retained by the Grantee for a minimum of seven (7)years after the Grant Agreement expiration date or seven (7)years after all audits, claims,litigation, or disputes involving the Grant Agreement are resolved, whichever is later. Grantee shall ensure these same requirements are included in all subcontracts. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 16 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 8.2 AGENCY'S RIGHT TO AUDIT A. Grantee shall make available at reasonable times and upon reasonable notice, and for reasonable periods, work papers, reports, books, records, supporting documents kept current by Grantee pertaining to the Grant Agreement for purposes of inspecting, monitoring, auditing, or evaluating by System Agency and the State of Texas. Grantee shall ensure these same requirements are included in all subcontracts. B. In addition to any right of access arising by operation of law, Grantee and any of Grantee's affiliate or subsidiary organizations, or Subcontractors shall permit the System Agency or any of its duly authorized representatives, as well as duly authorized federal, state or local authorities,unrestricted access to and the right to examine any site where business is conducted or services are performed, and all records,which includes but is not limited to financial, client and patient records, books,papers or documents related to this Grant Agreement. Grantee shall permit the System Agency or any of its duly authorized federal, state, or local authorities unrestricted access to and the right to examine all external contracts and or pricing models or methodologies related to the Grant Agreement. Grantee shall ensure these same requirements are included in all subcontracts. If the Grant Agreement includes federal funds, federal agencies that shall have a right of access to records as described in this section include: the federal agency providing the funds,the Comptroller General of the United States,the General Accounting Office, the Office of the Inspector General, and any of their authorized representatives. In addition, agencies of the State of Texas that shall have a right of access to records as described in this section include: the System Agency, HHS's contracted examiners, the State Auditor's Office, the Office of the Texas Attorney General, and any successor agencies. Each of these entities may be a duly authorized authority. C. If deemed necessary by the System Agency or any duly authorized authority, for the purpose of oversight, including, but not limited to, reviews, inspections, audits and investigations, Grantee shall produce original documents related to this Grant Agreement. D. The System Agency and any duly authorized authority shall have the right to audit billings both before and after payment, and all documentation that substantiates the billings and payments related to the Grant Agreement, including those related to a Subcontractor. E. Grantee shall include the System Agency's and any of its duly authorized representatives', as well as duly authorized federal, state, or local authorities, unrestricted right of access to, and examination of, sites and information related to this Grant Agreement in any Subcontract it awards. 8.3 RESPONSE/COMPLIANCE WITH AUDIT OR INSPECTION FINDINGS A. Grantee must act to ensure its and its Subcontractors' compliance with all corrections necessary to address any finding of noncompliance with any law, regulation, audit requirement, or generally accepted accounting principle, or any other deficiency identified in any audit, review, inspection or investigation of the Grant Agreement and the services and Deliverables provided. Any such correction will be at Grantee's or its Subcontractor's sole expense. Whether Grantee's action corrects the noncompliance shall be solely the decision of the System Agency. B. As part of the services, Grantee must provide to HHS upon request a copy of those portions of Grantee's and its Subcontractors'internal audit reports relating to the services and Deliverables provided to the State under the Grant Agreement. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 17 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 C. Grantee shall include the requirement to provide to System Agency (and any of its duly authorized federal, state, or local authorities)internal audit reports related to this Grant Agreement in any Subcontract it awards. Upon request by System Agency, Grantee shall enforce this requirement against its Subcontractor. Further, Grantee shall include in any Subcontract it awards a requirement that all Subcontractor Subcontracts must also include these provisions. 8.4 STATE AUDITOR'S RIGHT TO AUDIT The state auditor may conduct an audit or investigation of any entity receiving funds from the state directly under the Grant Agreement or indirectly through a subcontract under the Grant Agreement. The acceptance of funds directly under the Grant Agreement or indirectly through a subcontract under the Grant Agreement acts as acceptance of the authority of the state auditor,under the direction of the legislative audit committee,to conduct an audit or investigation in connection with those funds.Under the direction of the legislative audit committee, an entity that is the subject of an audit or investigation by the state auditor must provide the state auditor with access to any information the state auditor considers relevant to the investigation or audit. Grantee shall ensure the authority to audit funds received indirectly by subcontractors through the contract and the requirement to cooperate is included in any subcontract it awards. 8.5 CONFIDENTIALITY Grantee shall maintain as confidential and shall not disclose to third parties without System Agency's prior written consent, any System Agency information including but not limited to System Agency's business activities, practices, systems, conditions and services. This Article VIII will survive termination or expiration of this Grant Agreement. Further, the obligations of Grantee under this Article VIII will survive termination or expiration of this Grant Agreement. This requirement must be included in all subcontracts awarded by Grantee. ARTICLE IX. GRANT REMEDIES, TERMINATION AND PROHIBITED ACTIVITIES 9.1 REMEDIES A To ensure Grantee's full performance of the Grant Agreement and compliance with applicable law, System Agency reserves the right to hold Grantee accountable for breach of contract or substandard performance and may take remedial or corrective actions, including, but not limited to the following: i. temporarily withholding cash disbursements or reimbursements pending correction of the deficiency; ii. disallowing or denying use of funds for the activity or action deemed not to be in compliance; iii. disallowing claims for reimbursement that may require a partial or whole return of previous payments or reimbursements; iv. suspending all or part of the Grant Agreement; v. requiring the Grantee to take specific actions in order to remain in compliance with the Grant Agreement; vi. recouping payments made by the System Agency to the Grantee found to be in error; vii. suspending, limiting, or placing conditions on the Grantee's continued performance of the Project; viii. prohibiting the Grantee from receiving additional funds for other grant programs administered by the System Agency until satisfactory compliance resolution is HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 18 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 obtained; ix. withholding release of new grant agreements; and x. imposing any other remedies, sanctions or penalties authorized under this Grant Agreement or permitted by federal or state statute, law,regulation or rule. B. Unless expressly authorized by System Agency, Grantee may not be entitled to reimbursement for expenses incurred while the Grant Agreement is suspended. C. No action taken by System Agency in exercising remedies or imposing sanctions will constitute or operate as a waiver of any other rights or remedies available to System Agency under the Grant Agreement or pursuant to law. Additionally,no action taken by System Agency in exercising remedies or imposing sanctions will constitute or operate as an acceptance, waiver, or cure of Grantee's breach. Unless expressly authorized by System Agency, Grantee may not be entitled to reimbursement for expenses incurred while the Grant Agreement is suspended or after termination. 9.2 TERMINATION FOR CONVENIENCE The System Agency may terminate the Grant Agreement, in whole or in part, at any time when,in its sole discretion,the System Agency determines that termination is in the best interests of the State of Texas. The termination will be effective on the date specified in the System Agency's notice of termination. 9.3 TERMINATION FOR CAUSE A. Except as otherwise provided by the U.S. Bankruptcy Code, or any successor law, the System Agency may terminate the Grant Agreement, in whole or in part,upon either of the following conditions: i. Material Breach The System Agency may terminate the Grant Agreement, in whole or in part, if the System Agency determines, in its sole discretion, that Grantee has materially breached the Grant Agreement or has failed to adhere to any laws, ordinances, rules, regulations or orders of any public authority having jurisdiction, whether or not such violation prevents or substantially impairs performance of Grantee's duties under the Grant Agreement. Grantee's misrepresentation in any aspect including, but not limited to, of Grantee's Solicitation Application, if any, or Grantee's addition to the SAM exclusion list(identification in SAM as an excluded entity) may also constitute a material breach of the Grant Agreement. ii. Failure to Maintain Financial Viability The System Agency may terminate the Grant Agreement if the System Agency, in its sole discretion, determines that Grantee no longer maintains the financial viability required to complete the services and deliverables, or otherwise fully perform its responsibilities under the Grant Agreement. B. System Agency will specify the effective date of such termination in the notice to Grantee. If no effective date is specified, the Grant Agreement will terminate on the date of the notification. 9.4 GRANTEE RESPONSIBILITY FOR SYSTEM AGENCY'S TERMINATION COSTS If the System Agency terminates the Grant Agreement for cause, the Grantee shall be responsibleto the System Agency for all costs incurred by the System Agency and the State of Texas to replace the Grantee. These costs include, but are not limited to, the costs of procuring a substitute grantee and the cost of any claim or litigation attributable to Grantee's failure to perform any work in accordance with the terms of the Grant Agreement. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 19 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 9.5 INHERENTLY RELIGIOUS ACTIVITIES Grantee may not use grant funding to engage in inherently religious activities, such as proselytizing, scripture study, or worship. Grantees may engage in inherently religious activities; however,these activities must be separate in time or location from the grant- funded program. Moreover, grantees must not compel program beneficiaries to participate in inherently religious activities. These requirements apply to all grantees, not just faith-based organizations. 9.6 POLITICAL ACTIVITIES Grant funds cannot be used for the following activities: A. Grantees and their relevant sub-grantees or subcontractors are prohibited from using grant funds directly or indirectly for political purposes, including lobbying, advocating for legislation, campaigning for, endorsing, contributing to, or otherwise supporting political candidates or parties, and voter registration campaigns. Grantees may use private, or non-System Agency money or contributions for political purposes but may not charge to, or be reimbursed from, System Agency contracts or grants for the costs of such activities. B. Grant-funded employees may not use official authority or influence to achieve any political purpose and grant funds cannot be used for the salary, benefits, or any other compensation of an elected official. C. Grant funds may not be used to employ, in any capacity, a person who is required by Chapter 305 of the Texas Government Code to register as a lobbyist. Additionally, grant funds cannot be used to pay membership dues to an organization that partially or wholly pays the salary of a person who is required by Chapter 305 of the Texas Government Code to register as a lobbyist. D. As applicable, Grantee will comply with 31 USC § 1352, relating to the limitation on use of appropriated funds to influence certain Federal contracting and financial transactions. ARTICLE X. INDEMNITY 10.1 GENERAL INDEMNITY A. GRANTEE SHALL DEFEND,INDEMNIFY AND HOLD HARMLESS THE STATE OF TEXAS AND SYSTEM AGENCY,AND/OR THEIR OFFICERS, AGENTS,EMPLOYEES,REPRESENTATIVES, CONTRACTORS, ASSIGNEES,AND/OR DESIGNEES FROM ANY AND ALL LIABILITY, ACTIONS, CLAIMS,DEMANDS, OR SUITS,AND ALL RELATED COSTS, ATTORNEYS' FEES,AND EXPENSES ARISING OUT OF OR RESULTING FROM ANY ACTS OR OMISSIONS OF GRANTEE OR ITS AGENTS, EMPLOYEES, SUBCONTRACTORS, ORDER FULFILLERS,OR SUPPLIERS OF SUBCONTRACTORS IN THE EXECUTION OR PERFORMANCE OF THE GRANT AGREEMENT AND ANY PURCHASE ORDERS ISSUED UNDER THE GRANT AGREEMENT. B. THIS PARAGRAPH IS NOT INTENDED TO AND WILL NOT BE CONSTRUED TO REQUIRE GRANTEE TO INDEMNIFY OR HOLD HARMLESS THE STATE OR THE SYSTEM AGENCY FOR ANY CLAIMS OR LIABILITIES RESULTING FROM THE NEGLIGENT ACTS OR OMISSIONS OF THE SYSTEM AGENCY OR ITS EMPLOYEES. C. FOR THE AVOIDANCE OF DOUBT, SYSTEM AGENCY SHALL NOT INDEMNIFY GRANTEE OR ANY OTHER ENTITY UNDER THE GRANT HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 20 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 AGREEMENT. 10.2 INTELLECTUAL PROPERTY GRANTEE SHALL DEFEND,INDEMNIFY,AND HOLD HARMLESS THE SYSTEM AGENCY AND THE STATE OF TEXAS FROM AND AGAINST ANY AND ALL CLAIMS,VIOLATIONS,MISAPPROPRIATIONS, OR INFRINGEMENT OF ANY PATENT,TRADEMARK, COPYRIGHT,TRADE SECRET, OR OTHER INTELLECTUAL PROPERTY RIGHTS AND/OR OTHER INTANGIBLE PROPERTY,PUBLICITY OR PRIVACY RIGHTS,AND/OR IN CONNECTION WITH OR ARISING FROM: i THE PERFORMANCE OR ACTIONS OF GRANTEE PURSUANT TO THIS GRANT AGREEMENT; i ANY DELIVERABLE,WORK PRODUCT, CONFIGURED SERVICE OR OTHER SERVICE PROVIDED HEREUNDER;AND/OR R SYSTEM AGENCY'S AND/OR GRANTEE'S USE OF OR ACQUISITION OF ANY REQUESTED SERVICES OR OTHER ITEMS PROVIDED TO SYSTEM AGENCY BY GRANTEE OR OTHERWISE TO WHICH SYSTEM AGENCY HAS ACCESS AS A RESULT OF GRANTEE'S PERFORMANCE UNDER THE GRANT AGREEMENT. 10.3 ADDITIONAL INDEMNITY PROVISIONS A. GRANTEE AND SYSTEM AGENCY AGREE TO FURNISH TIMELY WRITTEN NOTICE TO EACH OTHER OF ANY INDEMNITY CLAIM. GRANTEE SHALL BE LIABLE TO PAY ALL COSTS OF DEFENSE, INCLUDING ATTORNEYS' FEES. B. THE DEFENSE SHALL BE COORDINATED BY THE GRANTEE WITH THE OFFICE OF THE TEXAS ATTORNEY GENERAL WHEN TEXAS STATE AGENCIES ARE NAMED DEFENDANTS IN ANY LAWSUIT AND GRANTEE MAY NOT AGREE TO ANY SETTLEMENT WITHOUT FIRST OBTAINING THE CONCURRENCE FROM THE OFFICE OF THE TEXAS ATTORNEY GENERAL. C. GRANTEE SHALL REIMBURSE SYSTEM AGENCY AND THE STATE OF TEXAS FOR ANY CLAIMS,DAMAGES, COSTS,EXPENSES OR OTHER AMOUNTS,INCLUDING,BUT NOT LIMITED TO,ATTORNEYS' FEES AND COURT COSTS,ARISING FROM ANY SUCH CLAIM. IF THE SYSTEM AGENCY DETERMINES THAT A CONFLICT EXISTS BETWEEN ITS INTERESTS AND THOSE OF GRANTEE OR IF SYSTEM AGENCY IS REQUIRED BY APPLICABLE LAW TO SELECT SEPARATE COUNSEL, SYSTEM AGENCY WILL BE PERMITTED TO SELECT SEPARATE COUNSEL AND GRANTEE SHALL PAY ALL REASONABLE COSTS OF SYSTEM AGENCY'S COUNSEL. ARTICLE XI. GENERAL PROVISIONS 11.1 AMENDMENTS Except as otherwise expressly provided, the Grant Agreement may only be amended by a written Amendment executed by both Parties. 11.2 NO QUANTITY GUARANTEES The System Agency makes no guarantee of volume or usage of work under this Grant HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 21 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 Agreement. All work requested may be on an irregular and as needed basis throughout the Grant Agreement term. 11.3 CHILD ABUSE REPORTING REQUIREMENTS A. Grantees shall comply with child abuse and neglect reporting requirements in Texas Family Code Chapter 261. This section is in addition to and does not supersede any other legal obligation of the Grantee to report child abuse. B. Grantee shall use the Texas Abuse Hotline Website located at https://www.txabusehotline.org/Login/Default.aspx as required by the System Agency. Grantee shall retain reporting documentation on site and make it available for inspection by the System Agency. 11.4 CERTIFICATION OF MEETING OR EXCEEDING TOBACCO-FREE WORKPLACE POLICY MINIMUM STANDARDS A. Grantee certifies that it has adopted and enforces a Tobacco-Free Workplace Policy that meets or exceeds all of the following minimum standards of: i. Prohibiting the use of all forms of tobacco products, including but not limited to cigarettes, cigars, pipes, water pipes (hookah),bidis, kreteks, electronic cigarettes, smokeless tobacco, snuff and chewing tobacco; ii. Designating the property to which this Policy applies as a"designated area,"which must at least comprise all buildings and structures where activities funded under this Grant Agreement are taking place, as well as Grantee owned, leased, or controlled sidewalks,parking lots, walkways, and attached parking structures immediately adjacent to this designated area; iii. Applying to all employees and visitors in this designated area; and iv. Providing for or referring its employees to tobacco use cessation services. B. If Grantee cannot meet these minimum standards, it must obtain a waiver from the System Agency. 11.5 INSURANCE AND BONDS Unless otherwise specified in this Contract, Grantee shall acquire and maintain, for the duration of this Contract, insurance coverage necessary to ensure proper fulfillment of this Contract and potential liabilities thereunder with financially sound and reputable insurers licensed by the Texas Department of Insurance, in the type and amount customarily carried within the industry as determined by the System Agency. Grantee shall provide evidence of insurance as required under this Contract,including a schedule of coverage or underwriter's schedules establishing to the satisfaction of the System Agency the nature and extent of coverage granted by each such policy, upon request by the System Agency. In the event that any policy is determined by the System Agency to be deficient to comply with the terms of this Contract, Grantee shall secure such additional policies or coverage as the System Agency may reasonably request or that are required by law or regulation. If coverage expires during the term of this Contract,Grantee must produce renewal certificates for each type of coverage. In addition, if required by System Agency, Grantee must obtain and have on file a blanket fidelity bond that indemnifies System Agency against the loss or theft of any grant funds, including applicable matching funds. The fidelity bond must cover the entirety of the grant term and any subsequent renewals. The failure of Grantee to comply with these requirements may subject Grantee to remedial or corrective actions detailed in section 10.1, General Indemnity, above. These and all other insurance requirements under the Grant apply to both Grantee and its HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 22 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 Subcontractors, if any. Grantee is responsible for ensuring its Subcontractors' compliance with all requirements. 11.6 LIMITATION ON AUTHORITY A. Grantee shall not have any authority to act for or on behalf of the System Agency or the State of Texas except as expressly provided for in the Grant Agreement; no other authority,power, or use is granted or implied. Grantee may not incur any debt, obligation, expense, or liability of any kind on behalf of System Agency or the State of Texas. B. Grantee may not rely upon implied authority and is not granted authority under the Grant Agreement to: i. Make public policy on behalf of the System Agency; ii. Promulgate, amend, or disregard administrative regulations or program policy decisions made by State and federal agencies responsible for administration of a System Agency program; or iii. Unilaterally communicate or negotiate with any federal or state agency or the Texas Legislature on behalf of the System Agency regarding System Agency programs or the Grant Agreement. However, upon System Agency request and with reasonable notice from System Agency to the Grantee, the Grantee shall assist the System Agency in communications and negotiations regarding the Work under the Grant Agreement with state and federal governments. 11.7 CHANGE IN LAWS AND COMPLIANCE WITH LAWS Grantee shall comply with all laws, regulations, requirements, and guidelines applicable to a Grantee providing services and products required by the Grant Agreement to the State of Texas, as these laws,regulations,requirements, and guidelines currently exist and as amended throughout the term of the Grant Agreement.Notwithstanding Section 11.1,Amendments, above,System Agency reserves the right,in its sole discretion,to unilaterally amend the Grant Agreement to incorporate any modifications necessary for System Agency's compliance, as an agency of the State of Texas, with all applicable state and federal laws, regulations, requirements and guidelines. 11.8 SUBCONTRACTORS Grantee may not subcontract any or all of the Work and/or obligations under the Grant Agreement without prior written approval of the System Agency. Subcontracts, if any, entered into by the Grantee shall be in writing and be subject to the requirements of the Grant Agreement. Should Grantee subcontract any of the services required in the Grant Agreement, Grantee expressly understands and acknowledges System Agency is in no manner liable to any subcontractor(s) of Grantee. In no event shall this provision relieve Grantee of the responsibility for ensuring that the services performed under all subcontracts are rendered in compliance with the Grant Agreement. 11.9 PERMITTING AND LICENSURE At Grantee's sole expense, Grantee shall procure and maintain for the duration of this Grant Agreement any state, county, city, or federal license, authorization, insurance, waiver, permit, qualification or certification required by statute, ordinance, law, or regulation to be held by Grantee to provide the goods or services required by this Grant Agreement. Grantee shall be responsible for payment of all taxes, assessments, fees, premiums, permits, and licenses required by law. Grantee shall be responsible for payment of any such government obligations not paid by its Subcontractors during performance of this Grant Agreement. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 23 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 11.10 INDEPENDENT CONTRACTOR Grantee and Grantee's employees, representatives, agents, Subcontractors, suppliers, and third-parry service providers shall serve as independent contractors in providing the services under the Grant Agreement. Neither Grantee nor System Agency is an agent of the other and neither may make any commitments on the other party's behalf. The Grantee is not a "governmental body" solely by virtue of this Grant Agreement or receipt of grant funds under this Grant Agreement. Grantee shall have no claim against System Agency for vacation pay, sick leave, retirement benefits, social security, worker's compensation, health or disability benefits,unemployment insurance benefits, or employee benefits of any kind. The Grant Agreement shall not create any joint venture, partnership, agency, or employment relationship between Grantee and System Agency. 11.11 GOVERNING LAW AND VENUE The Grant Agreement shall be governed by and construed in accordance with the laws of the State of Texas, without regard to the conflicts of law provisions. The venue of any suit arising under the Grant Agreement is fixed in any court of competent jurisdiction of Travis County, Texas, unless the specific venue is otherwise identified in a statute which directly names or otherwise identifies its applicability to the System Agency. 11.12 SEVERABILITY If any provision contained in this Grant Agreement is held to be unenforceable by a court of law or equity, such construction will not affect the legality, validity, or enforceability of any other provision or provisions of this Grant Agreement. It is the intent and agreement of the Parties this Grant Agreement shall be deemed amended by modifying such provision to the extent necessary to render it valid, legal and enforceable while preserving its intent or, if such modification is not possible,by substituting another provision that is valid,legal and enforceable and that achieves the same objective. All other provisions of this Grant Agreement will continue in full force and effect. 11.13 SURVIVABILITY Expiration or termination of the Grant Agreement for any reason does not release Grantee from any liability or obligation set forth in the Grant Agreement that is expressly stated to survive any such expiration or termination,that by its nature would be intended to be applicable following any such expiration or termination, or that is necessary to fulfill the essential purpose of the Grant Agreement, including without limitation the provisions regarding return of grant funds, audit requirements, records retention, public information, warranty, indemnification, confidentiality, and rights and remedies upon termination. 11.14 FORCE MAJEURE Neither Grantee nor System Agency shall be liable to the other for any delay in, or failure of performance, of any requirement included in the Grant Agreement caused by force majeure. The existence of such causes of delay or failure shall extend the period of performance until after the causes of delay or failure have been removed provided the non-performing party exercises all reasonable due diligence to perform. Force majeure is defined as acts of God, war, fires, explosions, hurricanes, floods, failure of transportation, or other causes that are beyond the reasonable control of either party and that by exercise of due foresight such party could not reasonably have been expected to avoid, and which, by the exercise of all reasonable due diligence, such party is unable to overcome. HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 24 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 11.15 NO IMPLIED WAIVER OF PROVISIONS The failure of the System Agency to object to or to take affirmative action with respect to any conduct of the Grantee which is in violation or breach of the terms of the Grant Agreement shall not be construed as a waiver of the violation or breach, or of any future violation or breach. 11.16 FUNDING DISCLAIMERS AND LABELING A. Grantee shall not use System Agency's name or refer to System Agency directly or indirectly in any media appearance,public service announcement, or disclosure relating to this Grant Agreement including any promotional material without first obtaining written consent from System Agency. The foregoing prohibition includes,without limitation,the placement of banners, pop-up ads, or other advertisements promoting Grantee's or a third party's products, services, workshops,trainings, or other commercial offerings on any website portal or internet-based service or software application hosted or managed by Grantee. This does not limit the Grantee's responsibility to comply with obligations related to the Texas Public Information Act or Texas Open Meetings Act. B. In general, no publication (including websites, reports,projects, etc.)may convey System Agency's recognition or endorsement of the Grantee's project without prior written approval from System Agency. Publications funded in part or wholly by HHS grant funding must include a statement that"HHS and neither any of its components operate, control, are responsible for, or necessarily endorse, this publication (including, without limitation,its content,technical infrastructure, and policies, and any services or tools provided)" at HHS's request. 11.17 MEDIA RELEASES A. Grantee shall not use System Agency's name, logo, or other likeness in any press release,marketing material or other announcement without System Agency's prior written approval. System Agency does not endorse any vendor,commodity,or service. Grantee is not authorized to make or participate in any media releases or public announcements pertaining to this Grant Agreement or the Services to which they relate without System Agency's prior written consent, and then only in accordance with explicit written instruction from System Agency. B. Grantee may publish, at its sole expense, results of Grantee performance under the Grant Agreement with the System Agency's prior review and approval, which the System Agency may exercise at its sole discretion. Any publication (written, visual, or sound) will acknowledge the support received from the System Agency and any Federal agency, as appropriate. 11.18 PROHIBITION ON NON-COMPETE RESTRICTIONS Grantee shall not require any employees or Subcontractors to agree to any conditions, such as non-compete clauses or other contractual arrangements,that would limit or restrict such persons or entities from employment or contracting with the State of Texas. 11.19 SOVEREIGN IMMUNITY Nothing in the Grant Agreement will be construed as a waiver of the System Agency's or the State's sovereign immunity. This Grant Agreement shall not constitute or be construed as a waiver of any of the privileges, rights, defenses, remedies, or immunities available to the System Agency or the State of Texas. The failure to enforce, or any delay in the enforcement, of any privileges, rights, defenses, remedies, or immunities available to the System Agency or the State of Texas under the Grant Agreement or under applicable law shall not constitute HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 25 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 a waiver of such privileges, rights, defenses,remedies, or immunities or be considered as a basis for estoppel. System Agency does not waive any privileges, rights, defenses, or immunities available to System Agency by entering into the Grant Agreement or by its conduct prior to or subsequent to entering into the Grant Agreement. 11.20 ENTIRE CONTRACT AND MODIFICATION The Grant Agreement constitutes the entire agreement of the Parties and is intended as a complete and exclusive statement of the promises,representations,negotiations,discussions, and other agreements that may have been made in connection with the subject matter hereof. Any additional or conflicting terms in any future document incorporated into the Grant Agreement will be harmonized with this Grant Agreement to the extentpossible. 11.21 COUNTERPARTS This Grant Agreement may be executed in any number of counterparts, each of which will be an original, and all such counterparts will together constitute but one and the same Grant Agreement. 11.22 PROPER AUTHORITY Each Party represents and warrants that the person executing this Grant Agreement on its behalf has full power and authority to enter into this Grant Agreement. 11.23 E-VERIFY PROGRAM Grantee certifies that it utilizes and will continue to utilize the U.S. Department of Homeland Security's E-Verify system to determine the eligibility of: A. all persons employed to perform duties within Texas during the term of the Grant Agreement; and B. all persons, (including subcontractors) assigned by the Grantee to perform work pursuant to the Grant Agreement within the United States of America. 11.24 CIVIL RIGHTS A. Grantee agrees to comply with state and federal anti-discrimination laws, including: i. Title VI of the Civil Rights Act of 1964 (42 U.S.C. §2000d et seq.); ii. Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. §794); iii. Americans with Disabilities Act of 1990 (42 U.S.C. §12101 et seq.); iv. Age Discrimination Act of 1975 (42 U.S.C. §§6101-6107); v. Title IX of the Education Amendments of 1972 (20 U.S.C. §§1681-1688); vi. Food and Nutrition Act of 2008 (7 U.S.C. §2011 et seq.); and vii. The System Agency's administrative rules, as set forth in the Texas Administrative Code, to the extent applicable to this Grant Agreement. B. Grantee agrees to comply with all amendments to the above-referenced laws, and all requirements imposed by the regulations issued pursuant to these laws. These laws provide in part that no persons in the United States may, on the grounds of race, color, national origin, sex, age, disability,political beliefs, or religion,be excluded from participation in or denied any aid, care, service or other benefits provided by Federal or State funding, or otherwise be subjected to discrimination. C. Grantee agrees to comply with Title VI of the Civil Rights Act of 1964, and its implementing regulations at 45 C.F.R. Part 80 or 7 C.F.R. Part 15,prohibiting a contractor from adopting and implementing policies and procedures that exclude or have the effect of excluding or limiting the participation of clients in its programs, benefits, or activities on the basis of national origin. State and federal civil rights laws require HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 26 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 contractors to provide alternative methods for ensuring access to services for applicants and recipients who cannot express themselves fluently in English. Grantee agrees to take reasonable steps to provide services and information, both orally and in writing,in appropriate languages other than English, in order to ensure that persons with limited English proficiency are effectively informed and can have meaningful access to programs, benefits, and activities. D. Grantee agrees to post applicable civil rights posters in areas open to the public informing clients of their civil rights and including contact information for the HHS Civil Rights Office. The posters are available on the HHS website at: https://hhs.texas.gov/about-hhs/vour-rights/civil-ri ghts-office/civil-ri ghts-posters E. Grantee agrees to comply with Executive Order 13279, and its implementing regulations at 45 C.F.R. Part 87 or 7 C.F.R. Part 16. These provide in part that any organization that participates in programs funded by direct financial assistance from the United States Department of Agriculture or the United States Department of Health and Human Services shall not discriminate against a program beneficiary or prospective program beneficiary on the basis of religion or religious belief. F. Upon request, Grantee shall provide HHSC's Civil Rights Office with copies of the Grantee's civil rights policies and procedures. G. Grantee must notify HHSC's Civil Rights Office of any complaints of discrimination received relating to its performance under this Grant Agreement. This notice must be delivered no more than ten (10) calendar days after receipt of a complaint. Notice provided pursuant to this section must be directed to: HHSC Civil Rights Office 701 W. 51st Street,Mail CodeW206 Austin, Texas 78751 Phone Toll Free: (888) 388-6332 Phone: (512) 438-4313 Fax: (512) 438-5885 Email: HHSCivilRightsOfficeghhsc.state.tx.us 11.25 ENTERPRISE INFORMATION MANAGEMENT STANDARDS Grantee shall conform to HHS standards for data management as described by the policies of the HHS Office of Data, Analytics, and Performance. These include, but are not limited to, standards for documentation and communication of data models, metadata, and other data definition methods that are required by HHS for ongoing data governance, strategic portfolio analysis, interoperability planning, and valuation of HHS System data assets. 11.26 DISCLOSURE OF LITIGATION A. The Grantee must disclose in writing to the contract manager assigned to this Grant Agreement any material civil or criminal litigation or indictment either threatened or pending involving the Grantee. "Threatened litigation" as used herein shall include governmental investigations and civil investigative demands. "Litigation" as used herein shall include administrative enforcement actions brought by governmental agencies. The Grantee must also disclose any material litigation threatened or pending involving Subcontractors, consultants, and/or lobbyists. For purposes of this section, "material" refers,but is not limited, to any action or pending action that a reasonable person knowledgeable in the applicable industry would consider relevant to the Work under the Grant Agreement or any development such a person would want to be aware of in order to stay fully apprised of the total mix of information relevant to the Work, together with any litigation threatened or pending that may result in a substantial change in the HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 27 of 28 Attachment D—HHS Uniform Terms and Conditions-Grant,Version 3.3, Effective November 2023 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.H HS001 439500046 Grantee's financial condition. B. This is a continuing disclosure requirement; any litigation commencing after Grant Agreement Award must be disclosed in a written statement to the assigned contract manager within seven calendar days of its occurrence. 11.27 NO THIRD PARTY BENEFICIARIES The Grant Agreement is made solely and specifically among and for the benefit of the Parties named herein and their respective successors and assigns, and no other person shall have any right, interest, or claims hereunder or be entitled to any benefits pursuant to or on account of the Grant Agreement as a third-party beneficiary or otherwise. 11.28 BINDING EFFECT The Grant Agreement shall inure to the benefit of, be binding upon, and be enforceable against each Party and their respective permitted successors, assigns, transferees, and delegates. REMAINDER OF PAGE INTENTIONALLY LEFT BLANK HHS Uniform Terms and Conditions—Grant v 3.3 Effective November 2023 Page 28 of 28 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 ATTACHMENT E HHS DATA USE AGREEMENT This Data Use Agreement("DUA"), effective as of the date the Base Contract into which it is incorporated is signed ("Effective Date"), is entered into by and between a Texas Health and Human Services Enterprise agency ("HHS"), and the Contractor identified in the Base Contract, a political subdivision of the State of Texas ("CONTRACTOR. ARTICLE 1. PURPOSE;APPLICABILITY;ORDER OF PRECEDENCE The purpose of this DUA is to facilitate creation, receipt, maintenance, use, disclosure or access to Confidential Information with CONTRACTOR, and describe CONTRACTOR's rights and obligations with respect to the Confidential Information.45 CFR 164.504(e)(1)-(3). This DUA also describes HHS's remedies in the event of CONTRACTOR's noncompliance with its obligations under this DUA. This DUA applies to both Business Associates and contractors who are not Business Associates who create, receive, maintain, use, disclose or have access to Confidential Information on behalf of HHS, its programs or clients as described in the Base Contract. As of the Effective Date of this DUA,if any provision of the Base Contract, including any General Provisions or Uniform Terms and Conditions,conflicts with this DUA,this DUA controls. ARTICLE 2. DEFINITIONS For the purposes of this DUA, capitalized, underlined terms have the meanings set forth in the following: Health Insurance Portability and Accountability Act of 1996,Public Law 104-191 (42 U.S.C. §1320d, et seq.) and regulations thereunder in 45 CFR Parts 160 and 164, including all amendments,regulations and guidance issued thereafter; The Social Security Act, including Section 1137 (42 U.S.C. §§ 1320b-7), Title XVI of the Act; The Privacy Act of 1974, as amended by the Computer Matching and Privacy Protection Act of 1988, 5 U.S.C. § 552a and regulations and guidance thereunder; Internal Revenue Code, Title 26 of the United States Code and regulations and publications adopted under that code, including IRS Publication 1075; OMB Memorandum 07-18; Texas Business and Commerce Code Ch. 521; Texas Government Code, Ch. 552, and Texas Government Code §2054.1125. In addition,the following terms in this DUA are defined as follows: "Authorized Purpose"means the specific purpose or purposes described in the Statement of Work of the Base Contract for CONTRACTOR to fulfill its obligations under the Base Contract, or any other purpose expressly authorized by HHS in writing in advance. "Authorized User"means a Person: (1) Who is authorized to create, receive, maintain, have access to, process, view, handle, examine, interpret, or analyze Confidential Information pursuant to this DUA; HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 1 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 (2) For whom CONTRACTOR warrants and represents has a demonstrable need to create, receive, maintain, use, disclose or have access to the Confidential Information; and (3) Who has agreed in writing to be bound by the disclosure and use limitations pertaining to the Confidential Information as required by this DUA. "Confidential Information" means any communication or record (whether oral, written, electronically stored or transmitted, or in any other form) provided to or made available to CONTRACTOR, or that CONTRACTOR may,for an Authorized Purpose,create,receive,maintain, use,disclose or have access to, that consists of or includes any or all of the following: (1) Client Information; (2) Protected Health Information in any form including without limitation, Electronic Protected Health Information or Unsecured Protected Health Information (herein "PHI"); (3) Sensitive Personal Information defined by Texas Business and Commerce Code Ch. 521; (4) Federal Tax Information; (5) Individually Identifiable Health Information as related to HIPAA, Texas HIPAA and Personal Identifying Information under the Texas Identity Theft Enforcement and Protection Act; (6) Social Security Administration Data, including, without limitation, Medicaid information; (7) All privileged work product; (8) All information designated as confidential under the constitution and laws of the State of Texas and of the United States, including the Texas Health & Safety Code and the Texas Public Information Act, Texas Government Code, Chapter 552. "Legally Authorized Representative"of the Individual, as defined by Texas law,including as provided in 45 CFR 435.923 (Medicaid); 45 CFR 164.502(g)(1) (HIPAA); Tex. Occ. Code § 151.002(6); Tex. H. & S. Code §166.164; and Estates Code Ch. 752. ARTICLE 3. CONTRACTOR'S DUTIES REGARDING CONFIDENTIAL INFORMATION 3.01 Obligations of CONTRACTOR CONTRACTOR agrees that: (A) CONTRACTOR will exercise reasonable care and no less than the same degree of care CONTRACTOR uses to protect its own confidential, proprietary and trade secret information to prevent any portion of the Confidential Information from being used in HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 2 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 a manner that is not expressly an Authorized Purpose under this DUA or as Required by Law. 45 CFR 164.502(b)(1);45 CFR 164.514(d) (B) Except as Required by L CONTRACTOR will not disclose or allow access to any portion of the Confidential Information to any Person or other entity, other than Authorized User's Workforce or Subcontractors (as defined in 45 C.F.R. 160.103) of CONTRACTOR who have completed training in confidentiality, privacy, security and the importance of promptly reporting any Event or Breach to CONTRACTOR's management,to carry out CONTRACTOR's obligations in connection with the Authorized Purpose. HHS, at its election, may assist CONTRACTOR in training and education on specific or unique HHS processes, systems and/or requirements. CONTRACTOR will produce evidence of completed training to HHS upon request. 45 C.F.R. 164.308(a)(5)(i); Texas Health & Safety Code§181.101 All of CONTRACTOR's Authorized Users, Workforce and Subcontractors with access to a state computer system or database will complete a cybersecurity training program certified under Texas Government Code Section 2054.519 by the Texas Department of Information Resources. (C) CONTRACTOR will establish, implement and maintain appropriate sanctions against any member of its Workforce or Subcontractor who fails to comply with this DUA, the Base Contract or applicable law. CONTRACTOR will maintain evidence of sanctions and produce it to HHS upon request.45 C.ER. 164.308(a)(1)(ii)(C); 164.530(e); 164.410(b);164.530(b)(1) (D) CONTRACTOR will not, except as otherwise permitted by this DUA, disclose or provide access to any Confidential Information on the basis that such act is Required by Law without notifying either HHS or CONTRACTOR's own legal counsel to determine whether CONTRACTOR should object to the disclosure or access and seek appropriate relief. CONTRACTOR will maintain an accounting of all such requests for disclosure and responses and provide such accounting to HHS within 48 hours of HHS' request. 45 CFR 164.504(e)(2)(ii)(A) (E) CONTRACTOR will not attempt to re-identify or further identify Confidential Information or De-identified Information,or attempt to contact any Individuals whose records are contained in the Confidential Information, except for an Authorized Purpose, without express written authorization from HHS or as expressly permitted by the Base Contract. 45 CFR 164.502(d)(2)(i) and (ii) CONTRACTOR will not engage in prohibited marketing or sale of Confidential Information. 45 CFR 164.501, 164.508(a)(3) and(4); Texas Health &Safety Code Ch. 181.002 (F) CONTRACTOR will not permit, or enter into any agreement with a Subcontractor to, create, receive, maintain, use, disclose, have access to or transmit Confidential Information to carry out CONTRACTOR's obligations in connection with the Authorized Purpose on behalf of CONTRACTOR, unless Subcontractor agrees to comply with all applicable laws, rules and regulations. 45 CFR 164.502(e)(1)(ii); 164.504(e)(1)(i) and(2). HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 3 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 (G) CONTRACTOR is directly responsible for compliance with,and enforcement of, all conditions for creation, maintenance, use, disclosure, transmission and Destruction of Confidential Information and the acts or omissions of Subcontractors as may be reasonably necessary to prevent unauthorized use. 45 CFR 164.504(e)(5);42 CFR 431.300, et seq. (H) If CONTRACTOR maintains PHI in a Designated Record Set which is Confidential Information and subject to this Agreement, CONTRACTOR will make PHI available to HHS in a Designated Record Set upon request.CONTRACTOR will provide PHI to an Individual, or Lally Authorized Representative of the Individual who is requesting PHI in compliance with the requirements of the HIPAA Privacy Regulations. CONTRACTOR will release PHI in accordance with the HIPAA Privacy Regulations upon receipt of a valid written authorization. CONTRACTOR will make other Confidential Information in CONTRACTOR's possession available pursuant to the requirements of HIPAA or other applicable law upon a determination of a Breach of Unsecured PHI as defined in HIPAA. CONTRACTOR will maintain an accounting of all such disclosures and provide it to HHS within 48 hours of HHS'request. 45 CFR 164.524and 164.504(e)(2)(ii)(E). (I) If PHI is subject to this Agreement, CONTRACTOR will make PHI as required by HIPAA available to HHS for review subsequent to CONTRACTOR's incorporation of any amendments requested pursuant to HIPAA. 45 CFR 164.504(e)(2)(ii)(E) and(F). Q) If PHI is subject to this Agreement,CONTRACTOR will document and make available to HHS the PHI required to provide access, an accounting of disclosures or amendment in compliance with the requirements of the HIPAA Privacy Regulations.45 CFR 164.504(e)(2)(ii)(G) and 164.528. (K) If CONTRACTOR receives a request for access, amendment or accounting of PHI from an individual with a right of access to information subject to this DUA,it will respond to such request in compliance with the HIPAA Privacy Regulations. CONTRACTOR will maintain an accounting of all responses to requests for access to or amendment of PHI and provide it to HHS within 48 hours of HHS' request. 45 CFR 164.504(e)(2). (L) CONTRACTOR will provide, and will cause its Subcontractors and agents to provide, to HHS periodic written certifications of compliance with controls and provisions relating to information privacy, security and breach notification, including without limitation information related to data transfers and the handling and disposal of Confidential Information. 45 CFR 164.308; 164.530(c); I TA 202. (M) Except as otherwise limited by this DUA, the Base Contract, or law applicable to the Confidential Information, CONTRACTOR may use PHI for the proper management and administration of CONTRACTOR or to carry out CONTRACTOR's legal responsibilities. Except as otherwise limited by this DUA, the Base Contract, or law applicable to the Confidential Information, CONTRACTOR may disclose PHI for the HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 4 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 proper management and administration of CONTRACTOR, or to carry out CONTRACTOR's legal responsibilities, if: 45 CFR 164.504(e)(4)(A). (1) Disclosure is Required by L provided that CONTRACTOR complies with Section 3.01(D); or (2) CONTRACTOR obtains reasonable assurances from the person or entity to which the information is disclosed that the person or entity will: (a)Maintain the confidentiality of the Confidential Information in accordance with this DUA; (b) Use or further disclose the information only as Required by Law or for the Authorized Purpose for which it was disclosed to the Person; and (c)Notify CONTRACTOR in accordance with Section 4.01 of any Event or Breach of Confidential Information of which the Person discovers or should have discovered with the exercise of reasonable diligence. 45 CFR I 64.504(e)(4)(h)(B). (N) Except as otherwise limited by this DUA, CONTRACTOR will, if required by law and requested by HHS,use commercially reasonable efforts to use PHI to provide data aggregation services to HHS, as that term is defined in the HIPAA, 45 C.F.R. §164.501 and permitted by HIPAA. 45 CFR 164.504(e)(2)(i)(B) (0) CONTRACTOR will, on the termination or expiration of this DUA or the Base Contract, at its expense, send to HHS or Destroy, at HHS's election and to the extent reasonably feasible and permissible by law, all Confidential Information received from HHS or created or maintained by CONTRACTOR or any of CONTRACTOR's agents or Subcontractors on HHS's behalf if that data contains Confidential Information. CONTRACTOR will certify in writing to HHS that all the Confidential Information that has been created, received, maintained, used by or disclosed to CONTRACTOR, has been Destro e or sent to HHS, and that CONTRACTOR and its agents and Subcontractors have retained no copies thereof. Notwithstanding the foregoing, HHS acknowledges and agrees that CONTRACTOR is not obligated to send to HHSC and/or Destroy any Confidential Information if federal law, state law, the Texas State Library and Archives Commission records retention schedule, and/or a litigation hold notice prohibit such delivery or Destruction.If such delivery or Destruction is not reasonably feasible,or is impermissible by law, CONTRACTOR will immediately notify HHS of the reasons such delivery or Destruction is not feasible, and agree to extend indefinitely the protections of this DUA to the Confidential Information and limit its further uses and disclosures to the purposes that make the return delivery or Destruction of the Confidential Information not feasible for as long as CONTRACTOR maintains such Confidential Information. 45 CFR 164.504(e)(2)(ii)(J) (P) CONTRACTOR will create, maintain, use, disclose, transmit or Destroy Confidential Information in a secure fashion that protects against any reasonably anticipated HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 5 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 threats or hazards to the security or integrity of such information or unauthorized uses. 45 CFR 164.306;164.530(c) (Q) If CONTRACTOR accesses,transmits, stores, and/or maintains Confidential Information, CONTRACTOR will complete and return to HHS at infosecurity@hhsc.state.tx.us the HHS information security and privacy initial inquiry (SPI) at Attachment 1 . The SPI identifies basic privacy and security controls with which CONTRACTOR must comply to protect HHS Confidential Information. CONTRACTOR will comply with periodic security controls compliance assessment and monitoring by HHS as required by state and federal law, based on the type of Confidential Information CONTRACTOR creates, receives, maintains, uses, discloses or has access to and the Authorized Purpose and level of risk. CONTRACTOR's security controls will be based on the National Institute of Standards and Technology (MIST) Special Publication 800-53. CONTRACTOR will update its security controls assessment whenever there are significant changes in security controls for HHS Confidential Information and will provide the updated document to HHS. HHS also reserves the right to request updates as needed to satisfy state and federal monitoring requirements. 45 CFR 164.306. (R) CONTRACTOR will establish, implement and maintain reasonable procedural, administrative, physical and technical safeguards to preserve and maintain the confidentiality,integrity, and availability of the Confidential Information, and with respect to PHI, as described in the HIPAA Privacy and Security Regulations, or other applicable laws or regulations relating to Confidential Information, to prevent any unauthorized use or disclosure of Confidential Information as long as CONTRACTOR has such Confidential Information in its actual or constructive possession. 45 CFR 164.308 (administrative safeguards); 164.310 (physical safeguards); 164.312 (technical safeguards); 164.530(c)(privacy safeguards). (S) CONTRACTOR will designate and identify, a Person or Persons, as Privacy Official 45 CFR 164.530(a)(1)and Information Security Official,each of whom is authorized to act on behalf of CONTRACTOR and is responsible for the development and implementation of the privacy and security requirements in this DUA. CONTRACTOR will provide name and current address, phone number and e-mail address for such designated officials to HHS upon execution of this DUA and prior to any change. If such persons fail to develop and implement the requirements of the DUA, CONTRACTOR will replace them upon HHS request. 45 CFR 164.308(a)(2). (T) CONTRACTOR represents and warrants that its Authorized Users each have a demonstrated need to know and have access to Confidential Information solely to the minimum extent necessary to accomplish the Authorized Purpose pursuant to this DUA and the Base Contract, and further,that each has agreed in writing to be bound by the disclosure and use limitations pertaining to the Confidential Information contained in this DUA. 45 CFR 164.502;164.514(d). (U) CONTRACTOR and its Subcontractors will maintain an updated, complete, accurate and numbered list of Authorized Users, their signatures, titles and the date they HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 6 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 agreed to be bound by the terms of this DUA, at all times and supply it to HHS, as directed, upon request. (V) CONTRACTOR will implement, update as necessary, and document reasonable and appropriate policies and procedures for privacy, security and Breach of Confidential Information and an incident response plan for an Event or Breach, to comply with the privacy, security and breach notice requirements of this DUA prior to conducting work under the Statement of Work. 45 CFR 164.308; 164.316;164.514(d);164.530(i)(1). (W) CONTRACTOR will produce copies of its information security and privacy policies and procedures and records relating to the use or disclosure of Confidential Information received from, created by, or received,used or disclosed by CONTRACTOR for an Authorized Purpose for HHS's review and approval within 30 days of execution of this DUA and upon request by HHS the following business day or other agreed upon time frame. 45 CFR 164.308;164.514(d). (X) CONTRACTOR will make available to HHS any information HHS requires to fulfill HHS's obligations to provide access to, or copies of,PHI in accordance with HIPAA and other applicable laws and regulations relating to Confidential Information. CONTRACTOR will provide such information in a time and manner reasonably agreed upon or as designated by the Secretary of the U.S. Department of Health and Human Services, or other federal or state law. 45 CFR 164.504(e)(2)(i)(I). (Y) CONTRACTOR will only conduct secure transmissions of Confidential Information whether in paper, oral or electronic form, in accordance with applicable rules, regulations and laws.A secure transmission of electronic Confidential Information in motion includes, but is not limited to, Secure File Transfer Protocol (SFTP) or Encryption at an appropriate level. If required by rule,regulation or law,HHS Confidential Information at rest requires Encryption unless there is other adequate administrative, technical, and physical security.All electronic data transfer and communications of Confidential Information will be through secure systems. Proof of system,media or device security and/or Encryption must be produced to HHS no later than 48 hours after HHS's written request in response to a compliance investigation,audit or the Discovery of an Event or Breach. Otherwise,requested production of such proof will be made as agreed upon by the parties.De-identification of HHS Confidential Information is a means of security. With respect to de-identification of PHI, "secure" means de-identified according to HIPAA Privacy standards and regulatory guidance. 45 CFR 164.312;164.530(d). (Z) For each type of Confidential Information CONTRACTOR creates,receives, maintains,uses, discloses,has access to or transmits in the performance of the Statement of Work, CONTRACTOR will comply with the following laws rules and regulations, only to the extent applicable and required by law: • Title 1, Part 10, Chapter 202, Subchapter B, Texas Administrative Code; • The Privacy Act of 1974; HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 7 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 • OMB Memorandum 07-16; • The Federal Information Security Management Act of 2002 (FISMA); • The Health Insurance Portability and Accountability Act of 1996 (HIPAA) as defined in the DUA; • Internal Revenue Publication 1075 —Tax Information Security Guidelines for Federal, State and Local Agencies; • National Institute of Standards and Technology (NIST) Special Publication 800-66 Revision 1 —An Introductory Resource Guide for Implementing the Health Insurance Portability and Accountability Act (HIPAA) Security Rule; • NIST Special Publications 800-53 and 800-53A —Recommended Security Controls for Federal Information Systems and Organizations, as currently revised; • NIST Special Publication 800-47 — Security Guide for Interconnecting Information Technology Systems; • NIST Special Publication 800-88, Guidelines for Media Sanitization; • NIST Special Publication 800-111, Guide to Storage of Encryption Technologies for End User Devices containing PHI; and Any other State or Federal law,regulation, or administrative rule relating to the specific HHS program area that CONTRACTOR supports on behalf of HHS. (AA) Notwithstanding anything to the contrary herein, CONTRACTOR will treat any Personal Identifying Information it creates,receives,maintains,uses,transmits,destroys and/or discloses in accordance with Texas Business and Commerce Code, Chapter 521 and other applicable regulatory standards identified in Section 3.01(Z), and Individually Identifiable Health Information CONTRACTOR creates, receives, maintains, uses, transmits, destroys and/or discloses in accordance with HIPAA and other applicable regulatory standards identified in Section 3.01(Z). ARTICLE 4. BREACH NOTICE,REPORTING AND CORRECTION REQUIREMENTS 4.01 Breach or Event Notification to HHS. 45 CFR 164.400-414. (A) CONTRACTOR will cooperate fully with HHS in investigating,mitigating to the extent practicable and issuing notifications directed by HHS, for any Event or Breach of Confidential Information to the extent and in the manner determined by HHS. HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 8 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 (B) CONTRACTOR'S obligation begins at the Discovery of an Event or Breach and continues as long as related activity continues,until all effects of the Event are mitigated to HHS's reasonable satisfaction(the "incident response period"). 45 CFR 164.404. (C) Breach Notice: (1) Initial Notice. (a) For federal information, including without limitation, Federal Tax Information, Social Security Administration Data, and Medicaid Client Information, within the first, consecutive clock hour of Discovery, and for all other types of Confidential Information not more than 24 hours after Discovery,or in a timeframe otherwise approved by HHS in writing,initially report to HHS's Privacy and Security Officers via email at: privacy@HHSC.state.tx.us and to the HHS division responsible for this DUA; and IRS Publication 1075; Privacy Act of 1974, as amended by the Computer Matching and Privacy Protection Act of 1988, 5 U.S.C. § 552a; OMB Memorandum 07-16 as cited in HHSC-CMS Contracts for information exchange. (b) Report all information reasonably available to CONTRACTOR about the Event or Breach of the privacy or security of Confidential Information. 45 CFR 164.410. (c) Name, and provide contact information to HHS for, CONTRACTOR's single point of contact who will communicate with HHS both on and off business hours during the incident response period. (2) Formal Notice.No later than two business days after the Initial Notice above, provide formal notification to privacy@HHSC.state.tx.us and to the HHS division responsible for this DUA, including all reasonably available information about the Event or Breach, and CONTRACTOR's investigation, including without limitation and to the extent available:For(a) - (m)below:45 CFR 164.400-414. (a) The date the Event or Breach occurred; (b) The date of CONTRACTOR's and, if applicable, Subcontractor's Discovery; (c) A brief description of the Event or Breach; including how it occurred and who is responsible (or hypotheses,if not yet determined); (d) A brief description of CONTRACTOR's investigation and the status of the investigation; (e) A description of the types and amount of Confidential Information involved; HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 9 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 (f) Identification of and number of all Individuals reasonably believed to be affected,including first and last name of the Individual and if applicable the, Legally Authorized Representative, last known address, age,telephone number, and email address if it is a preferred contact method, to the extent known or can be reasonably determined by CONTRACTOR at that time; (g) CONTRACTOR's initial risk assessment of the Event or Breach demonstrating whether individual or other notices are required by applicable law or this DUA for HHS approval, including an analysis of whether there is a low probability of compromise of the Confidential Information or whether any legal exceptions to notification apply; (h) CONTRACTOR's recommendation for HHS's approval as to the steps Individuals and/or CONTRACTOR on behalf of Individuals, should take to protect the Individuals from potential harm,including without limitation CONTRACTOR's provision of notifications, credit protection, claims monitoring, and any specific protections for a Lally Authorized Representative to take on behalf of an Individual with special capacity or circumstances; (i) The steps CONTRACTOR has taken to mitigate the harm or potential harm caused (including without limitation the provision of sufficient resources to mitigate); 0) The steps CONTRACTOR has taken, or will take, to prevent or reduce the likelihood of recurrence of a similar Event or Breach; (k) Identify, describe or estimate the Persons, Workforce, Subcontractor, or Individuals and any law enforcement that may be involved in the Event or Breach; (1) A reasonable schedule for CONTRACTOR to provide regular updates during normal business hours to the foregoing in the future for response to the Event or Breach, but no less than every three (3) business days or as otherwise directed by HHS, including information about risk estimations,reporting,notification,if any,mitigation,corrective action,root cause analysis and when such activities are expected to be completed; and (m) Any reasonably available,pertinent information,documents or reports related to an Event or Breach that HHS requests following Discovery. 4.02 Investigation,Response and Mitigation.45 CFR 164.308,310 and 312; 164.530 (A) CONTRACTOR will immediately conduct a full and complete investigation, respond to the Event or Breach, commit necessary and appropriate staff and resources to HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 10 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 expeditiously respond, and report as required to and by HHS for incident response purposes and for purposes of HHS's compliance with report and notification requirements, to the reasonable satisfaction of HHS. (B) CONTRACTOR will complete or participate in a risk assessment as directed by HHS following an Event or Breach, and provide the final assessment, corrective actions and mitigations to HHS for review and approval. (C) CONTRACTOR will fully cooperate with HHS to respond to inquiries and/or proceedings by state and federal authorities, Persons and/or Individuals about the Event or Breach. (D) CONTRACTOR will fully cooperate with HHS's efforts to seek appropriate injunctive relief or otherwise prevent or curtail such Event or Breach, or to recover or protect any Confidential Information, including complying with reasonable corrective action or measures,as specified by HHS in a Corrective Action Plan if directed by HHS under the Base Contract. 4.03 Breach Notification to Individuals and Reporting to Authorities. Tex. Bus. & Comm. Code §521.053; 45 CFR 164.404 (Individuals), 164.406 (Media); 164.408 (Authorities) (A) HHS may direct CONTRACTOR to provide Breach notification to Individuals,regulators or third-parties, as specified by HHS following a Breach. (B) CONTRACTOR shall give HHS an opportunity to review and provide feedback to CONTRACTOR and to confirm that CONTRACTOR's notice meets all regulatory requirements regarding the time, manner and content of any notification to Individuals, regulators or third-parties, or any notice required by other state or federal authorities, including without limitation, notifications required by Texas Business and Commerce Code, Chapter 521.053(b) and HIPAA. HHS shall have ten (10)business days to provide said feedback to CONTRACTOR. Notice letters will be in CONTRACTOR's name and on CONTRACTOR's letterhead, unless otherwise directed by HHS, and will contain contact information, including the name and title of CONTRACTOR's representative, an email address and a toll-free telephone number, if required by applicable law, rule, or regulation, for the Individual to obtain additional information. (C) CONTRACTOR will provide HHS with copies of distributed and approved communications. (D) CONTRACTOR will have the burden of demonstrating to the reasonable satisfaction of HHS that any notification required by HHS was timely made.If there are delays outside of CONTRACTOR's control,CONTRACTOR will provide written documentation of the reasons for the delay. HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 11 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 (E) If HHS delegates notice requirements to CONTRACTOR, HHS shall, in the time and manner reasonably requested by CONTRACTOR, cooperate and assist with CONTRACTOR's information requests in order to make such notifications and reports. ARTICLE 5. STATEMENT OF WORK "Statement of Work" means the services and deliverables to be performed or provided by CONTRACTOR, or on behalf of CONTRACTOR by its Subcontractors or agents for HHS that are described in detail in the Base Contract. The Statement of Work, including any future amendments thereto,is incorporated by reference in this DUA as if set out word-for-word herein. ARTICLE 6. GENERAL PROVISIONS 6.01 Oversight of Confidential Information CONTRACTOR acknowledges and agrees that HHS is entitled to oversee and monitor CONTRACTOR's access to and creation,receipt,maintenance,use, disclosure of the Confidential Information to confirm that CONTRACTOR is in compliance with this DUA. 6.02 HHS Commitment and Obligations HHS will not request CONTRACTOR to create, maintain,transmit,use or disclose PHI in any manner that would not be permissible under applicable law if done by HHS. 6.03 HHS Right to Inspection At any time upon reasonable notice to CONTRACTOR, or if HHS determines that CONTRACTOR has violated this DUA, HHS, directly or through its agent, will have the right to inspect the facilities, systems,books and records of CONTRACTOR to monitor compliance with this DUA.For purposes of this subsection,HHS's agent(s)include,without limitation,the HHS Office of the Inspector General or the Office of the Attorney General of Texas, outside consultants or legal counsel or other designee. 6.04 Term; Termination of DUA; Survival This DUA will be effective on the date on which CONTRACTOR executes the DUA, and will terminate upon termination of the Base Contract and as set forth herein. If the Base Contract is extended or amended, this DUA shall be extended or amended concurrent with such extension or amendment. (A) HHS may immediately terminate this DUA and Base Contract upon a material violation of this DUA. HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 12 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 (B) Termination or Expiration of this DUA will not relieve CONTRACTOR of its obligation to return or Destroy the Confidential Information as set forth in this DUA and to continue to safeguard the Confidential Information until such time as determined by HHS. (C) If HHS determines that CONTRACTOR has violated a material term of this DUA; HHS may in its sole discretion: (1) Exercise any of its rights including but not limited to reports, access and inspection under this DUA and/or the Base Contract; or (2) Require CONTRACTOR to submit to a Corrective Action Plan, including a plan for monitoring and plan for reporting, as HHS may determine necessary to maintain compliance with this DUA; or (3) Provide CONTRACTOR with a reasonable period to cure the violation as determined by HHS; or (4) Terminate the DUA and Base Contract immediately,and seek relief in a court of competent jurisdiction in Texas. Before exercising any of these options, HHS will provide written notice to CONTRACTOR describing the violation,the requested corrective action CONTRACTOR may take to cure the alleged violation, and the action HHS intends to take if the alleged violated is not timely cured by CONTRACTOR. (D) If neither termination nor cure is feasible,HHS shall report the violation to the Secretary of the U.S.Department of Health and Human Services. (E) The duties of CONTRACTOR or its Subcontractor under this DUA survive the expiration or termination of this DUA until all the Confidential Information is Destro e or returned to HHS,as required by this DUA. 6.05 Governing Law,Venue and Litigation (A) The validity,construction and performance of this DUA and the legal relations among the Parties to this DUA will be governed by and construed in accordance with the laws of the State of Texas. (B) The Parties agree that the courts of Texas,will be the exclusive venue for any litigation, special proceeding or other proceeding as between the parties that may be brought, or arise out of, or in connection with, or by reason of this DUA. 6.06 Injunctive Relief (A) CONTRACTOR acknowledges and agrees that HHS may suffer irreparable injury if CONTRACTOR or its Subcontractor fails to comply with any of the terms of this HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 13 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 DUA with respect to the Confidential Information or a provision of HIPAA or other laws or regulations applicable to Confidential Information. (B) CONTRACTOR further agrees that monetary damages may be inadequate to compensate HHS for CONTRACTOR's or its Subcontractor's failure to comply.Accordingly, CONTRACTOR agrees that HHS will,in addition to any other remedies available to it at law or in equity, be entitled to seek injunctive relief without posting a bond and without the necessity of demonstrating actual damages,to enforce the terms of this DUA. 6.07 Responsibility. To the extent permitted by the Texas Constitution, laws and rules, and without waiving any immunities or defenses available to CONTRACTOR as a governmental entity, CONTRACTOR shall be solely responsible for its own acts and omissions and the acts and omissions of its employees, directors, officers, Subcontractors and agents. HHS shall be solely responsible for its own acts and omissions. 6.08 Insurance (A) As a governmental entity, and in accordance with the limits of the Texas Tort Claims Act, Chapter 101 of the Texas Civil Practice and Remedies Code, CONTRACTOR either maintains commercial insurance or self-insures with policy limits in an amount sufficient to cover CONTRACTOR's liability arising under this DUA. CONTRACTOR will request that HHS be named as an additional insured. HHSC reserves the right to consider alternative means for CONTRACTOR to satisfy CONTRACTOR's financial responsibility under this DUA.Nothing herein shall relieve CONTRACTOR of its financial obligations set forth in this DUA if CONTRACTOR fails to maintain insurance. (B) CONTRACTOR will provide HHS with written proof that required insurance coverage is in effect, at the request of HHS. 6.08 Fees and Costs Except as otherwise specified in this DUA or the Base Contract, if any legal action or other proceeding is brought for the enforcement of this DUA, or because of an alleged dispute, contract violation, Event, Breach, default, misrepresentation, or injunctive action, in connection with any of the provisions of this DUA, each parry will bear their own legal expenses and the other cost incurred in that action or proceeding. 6.09 Entirety of the Contract This DUA is incorporated by reference into the Base Contract as an amendment thereto and, together with the Base Contract, constitutes the entire agreement between the parties. No change, waiver, or discharge of obligations arising under those documents will be valid unless in writing and executed by the parry against whom such change,waiver, or discharge is sought to be enforced. If any provision of the Base Contract, including any General Provisions or Uniform Terms and Conditions, conflicts with this DUA,this DUA controls. HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 14 of 15 Attachment F—HHS Data Use Agreement-TACCHO Version(Local City and County Entities),October 23,2019 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No.HHS001439500046 6.10 Automatic Amendment and Interpretation If there is (i) a change in any law, regulation or rule, state or federal, applicable to HIPPA and/or Confidential Information, or (ii) any change in the judicial or administrative interpretation of any such law,regulation or rule„ upon the effective date of such change,this DUA shall be deemed to have been automatically amended, interpreted and read so that the obligations imposed on HHS and/or CONTRACTOR remain in compliance with such changes.Any ambiguity in this DUA will be resolved in favor of a meaning that permits HHS and CONTRACTOR to comply with HIPAA or any other law applicable to Confidential Information. HHS Data Use Agreement TACCHO VERSION(Local City and County Entities)October 23,2019 Page 15 of 15 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment E-1 - Texas HHS System — Data Use Agreement - Attachment 2 Security and Privacy Inquiry (SPI) DSHS Contract No. HHS001439500046 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 TEXAS Texas HHS System - Data Use Agreement -Attachment 2 Health and Human SECURITY AND PRIVACY INQUIRY(SPI) Services If you are a bidder for a new procurement/contract, in order to participate in the bidding process,you must have corrected any"No" responses(except Aga)prior to the contract award date. If you are an applicant for an open enrollment,you must have corrected any"No"answers(except Aga and A11) prior to performing any work on behalf of any Texas HHS agency. For any questions answered "No" (except Aga and A11),an Action Plan for Compliance with a Timeline must be documented in the designated area below the question.The timeline for compliance with HIPAA-related requirements for safeguarding Protected Health Information is 30 calendar days from the date this form is signed. Compliance with requirements related to other types of Confidential Information must be confirmed within 90 calendar days from the date the form is signed. SECTION A: APPLICANT/BIDDER INFORMATION (To be completed by Applicant/Bidder) 1. Does the applicant/bidder access, create, disclose, receive, transmit, maintain, or store Texas Q Yes HHS Confidential Information in electronic systems (e.g., laptop, personal use computer, 0 No mobile device, database, server, etc.)? IF NO, STOP. THE SPI FORM IS NOT REQUIRED. 2. Entity or Applicant/Bidder Legal Name Legal Name: Corpus Christi-Nueces County Public Health Dd Legal Entity Tax Identification Number (TIN) (Last Four Numbers Only): 574 Procure ment/Contract#: Address: 1702 Horne Rd City: Corpus Christi State:Texas ZIP: 78416 Telephone #: (361)826-7200 Email Address: 3. Number of Employees, at all locations, in Total Employees: 70 Applicant/Bidder's Workforce "Workforce"means all employees,volunteers,trainees,and other Persons whose conduct is under the direct control of Applicant/Bidder,whether or not they are paid by Applicant/ Bidder. If Applicant/Bidder is a sole proprietor,the workforce may be only one employee. 4. Number of Subcontractors Total Subcontractors: 0 (if Applicant/Bidder will not use subcontractors,enter"0") S. Name of Information Technology Security Official A. Security Official: and Name of Privacy Official for Applicant/Bidder Legal Name: Jesus Hernandez (Privacy and Security Official may be the same person.) Address: 1201 Leopard St City: Corpus Christi State: TX ZIP: 78401 Telephone #: (361)826-3748 Email Address: jesush6@cctexas B. Privacy Official: Legal Name: Jesus Hernandez Address: 1201 Leopard St City: Corpus Christi State: TX ZIP: 78401 Telephone #: (361)826-3748 Email Address: jesush6@cctexas SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 1 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 6. Type(s)of Texas HHS Confidential Information the HIPAA CJIS IRS FTI CMS SSA PH Applicant/Bidder will create, receive, maintain, use, �✓ ❑ ❑ ❑ ❑ �✓ disclose or have access to: (Check all that apply) Other (Please List) •Health Insurance Portability and Accountability Act(HIPAA)data •Criminal Justice Information Services(CIIS)data •Internal Revenue Service Federal Tax Information(IRS FTI)data •Centers for Medicare&Medicaid Services(CMS) •Social Security Administration(SSA) •Personally Identifiable Information(PII) 7. Number of Storage Devices for Texas HHS Confidential Information (as defined in the Total # Texas HHS System Data Use Agreement (DUA)) (Sum a-d) Cloud Services involve using a network of remote servers hosted on the Internet to store, 2 manage, and process data, rather than a local server or a personal computer. A Data Center is a centralized repository, either physical or virtual,for the storage, management, and dissemination of data and information organized around a particular body of knowledge or pertaining to a particular business. a. Devices. Number of personal user computers, devices or drives, including mobile 0 devices and mobile drives. b. Servers. Number of Servers that are not in a data center or using Cloud Services. 0 c. Cloud Services. Number of Cloud Services in use. 0 d. Data Centers. Number of Data Centers in use. 2 8. Number of unduplicated individuals for whom Applicant/Bidder reasonably expects to Select Option handle Texas HHS Confidential Information during one year: (a-d) a. 499 individuals or less 0 a. b. 500 to 999 individuals 0 b. c. 1,000 to 99,999 individuals 0 C. d. 100,000 individuals or more 0 d. 9. HIPAA Business Associate Agreement a. Will Applicant/Bidder use, disclose, create, receive, transmit or maintain protected 0 Yes health information on behalf of a HIPAA-covered Texas HHS agency for a HIPAA- 0 No covered function? b. Does Applicant/Bidder have a Privacy Notice prominently displayed on a Webpage or a 0 Yes Public Office of Applicant/Bidder's business open to or that serves the public? (This is a 0 No HIPAA requirement. Answer "N/A" if not applicable, such as for agencies not covered 0 N/A by HIPAA.) Action Plan for Compliance with a Timeline: Compliance Date: 10. Subcontractors. If the Applicant/Bidder responded "0" to Question 4 (indicating no subcontractors), check"N/A" for both 'a.' and 'b.' a. Does Applicant/Bidder require subcontractors to execute the DUA Attachment 1 0 Yes Subcontractor Agreement Form? 0 No 0 N/A Action Plan for Compliance with a Timeline: Compliance Date: SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 2 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 b. Will Applicant/Bidder agree to require subcontractors who will access Confidential Q Yes Information to comply with the terms of the DUA, not disclose any Confidential 0 No Information to them until they have agreed in writing to the same safeguards and to Q N/A discontinue their access to the Confidential Information if they fail to comply? Action Plan for Compliance with a Timeline: Compliance Date: 11. Does Applicant/Bidder have any Optional Insurance currently in place? 0 Yes Optional Insurance provides coverage for: (1) Network Security and Privacy;(2)Data Breach;(3)Cyber Q No Liability(lost data,lost use or delay/suspension in business,denial of service with e-business,the Internet, networks and informational assets,such as privacy,intellectual property,virus transmission,extortion, Q N/A sabotage or web activities); (4) Electronic Media Liability; (5)Crime/Theft; (6)Advertising Injury and Personal Injury Liability;and(7)Crisis Management and Notification Expense Coverage. SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 3 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 SECTION B: PRIVACY RISK ANALYSIS AND ASSESSMENT(To be completed by Applicant/Bidder) For any questions answered "No," an Action Plan for Compliance with a Timeline must be documented in the designated area below the question. The timeline for compliance with HIPAA-related requirements for safeguarding Protected Health Information is 30 calendar days from the date this form is signed. Compliance with requirements related to other types of Confidential Information must be confirmed within 90 calendar days from the date the form is signed. 1. Written Policies & Procedures. Does Applicant/Bidder have current written privacy and Yes or No security policies and procedures that, at a minimum: a. Does Applicant/Bidder have current written privacy and security policies and 0 Yes procedures that identify Authorized Users and Authorized Purposes (as defined in the 0 No DUA) relating to creation, receipt, maintenance, use, disclosure, access or transmission of Texas HHS Confidential Information? Action Plan for Compliance with a Timeline: Compliance Date: b. Does Applicant/Bidder have current written privacy and security policies and 0 Yes procedures that require Applicant/Bidder and its Workforce to comply with the applicable provisions of HIPAA and other laws referenced in the DUA, relating 0 No to creation, receipt, maintenance, use, disclosure, access or transmission of Texas HHS Confidential Information on behalf of a Texas HHS agency? Action Plan for Compliance with a Timeline: Compliance Date: c. Does Applicant/Bidder have current written privacy and security policies and procedures 0 Yes that limit use or disclosure of Texas HHS Confidential Information to the minimum that is 0 No necessary to fulfill the Authorized Purposes? Action Plan for Compliance with a Timeline: Compliance Date: d. Does Applicant/Bidder have current written privacy and security policies and procedures 0 Yes that respond to an actual or suspected breach of Texas HHS Confidential Information, to include at a minimum (if any responses are "No" check "No" for all three): 0 No i. Immediate breach notification to the Texas HHS agency, regulatory authorities, and other required Individuals or Authorities, in accordance with Article 4 of the DUA; ii. Following a documented breach response plan, in accordance with the DUA and applicable law; & iii. Notifying Individuals and Reporting Authorities whose Texas HHS Confidential Information has been breached, as directed by the Texas HHS agency? SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 4 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Action Plan for Compliance with a Timeline: Compliance Date: e. Does Applicant/Bidder have current written privacy and security policies and procedures 0 Yes that conduct annual workforce training and monitoring for and correction of any training delinquencies? No Action Plan for Compliance with a Timeline: Compliance Date: f. Does Applicant/Bidder have current written privacy and security policies and 0 Yes procedures that permit or deny individual rights of access, and amendment or correction, when appropriate? Q No Action Plan for Compliance with a Timeline: Compliance Date: g. Does Applicant/Bidder have current written privacy and security policies and procedures Q Yes that permit only Authorized Users with up-to-date privacy and security training, and O No with a reasonable and demonstrable need to use, disclose, create, receive, maintain, access or transmit the Texas HHS Confidential Information, to carry out an obligation under the DUA for an Authorized Purpose, unless otherwise approved in writing by a Texas HHS agency? Action Plan for Compliance with a Timeline: Compliance Date: h. Does Applicant/Bidder have current written privacy and security policies and procedures 0 Yes that establish, implement and maintain proof of appropriate sanctions against any O No Workforce or Subcontractors who fail to comply with an Authorized Purpose or who is not an Authorized User, and used or disclosed Texas HHS Confidential Information in violation of the DUA, the Base Contract or applicable law? Action Plan for Compliance with a Timeline: Compliance Date: i. Does Applicant/Bidder have current written privacy and security policies and E) Yes procedures that require updates to policies, procedures and plans following major changes with use or disclosure of Texas HHS Confidential Information within 60 No days of identification of a need for update? Action Plan for Compliance with a Timeline: Compliance Date: SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page S of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 j. Does Applicant/Bidder have current written privacy and security policies and Yes procedures that restrict permissions or attempts to re-identify or further identify 0 No de-identified Texas HHS Confidential Information, or attempt to contact any Individuals whose records are contained in the Texas HHS Confidential Information, except for an Authorized Purpose, without express written authorization from a Texas HHS agency or as expressly permitted by the Base Contract? Action Plan for Compliance with a Timeline: Compliance Date: k. If Applicant/Bidder intends to use, disclose, create, maintain, store or transmit Texas HHS 0 Yes Confidential Information outside of the United States, will Applicant/Bidder obtain the 0 No express prior written permission from the Texas HHS agency and comply with the Texas HHS agency conditions for safeguarding offshore Texas HHS Confidential Information? Action Plan for Compliance with a Timeline: Compliance Date: I. Does Applicant/Bidder have current written privacy and security policies and procedures 0 Yes that require cooperation with Texas HHS agencies' or federal regulatory inspections, 0 No audits or investigations related to compliance with the DUA or applicable law? Action Plan for Compliance with a Timeline: Compliance Date: m. Does Applicant/Bidder have current written privacy and security policies and 0 Yes procedures that require appropriate standards and methods to destroy or dispose of 0 No Texas HHS Confidential Information? Action Plan for Compliance with a Timeline: Compliance Date: n. Does Applicant/Bidder have current written privacy and security policies and procedures 0 Yes that prohibit disclosure of Applicant/Bidder's work product done on behalf of Texas HHS 0 No pursuant to the DUA, or to publish Texas HHS Confidential Information without express prior approval of the Texas HHS agency? Action Plan for Compliance with a Timeline: Compliance Date: 2. Does Applicant/Bidder have a current Workforce training program? 0 Yes Training of Workforce must occur at least once every year,and within 30 days of date of hiring a new 0 No Workforce member who will handle Texas HHS Confidential Information.Training must include:(1)privacy and security policies,procedures,plans and applicable requirements for handling Texas HHS Confidential Information, (2)a requirement to complete training before access is given to Texas HHS Confidential Information,and(3)written proof of training and a procedure for monitoring timely completion of training. SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 6 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Action Plan for Compliance with a Timeline: Compliance Date: 3. Does Applicant/Bidder have Privacy Safeguards to protect Texas HHS Confidential Q Yes Information in oral, paper and/or electronic form? 0 No "Privacy Safeguards" means protection of Texas HHS Confidential Information by establishing, implementing and maintaining required Administrative, Physical and Technical policies,procedures, processes and controls, required by the DUA, HIPAA(45 CFR 164.530),Social Security Administration, Medicaid and laws,rules or regulations, as applicable.Administrative safeguards include administrative protections, policies and procedures for matters such as training, provision of access,termination,and review of safeguards, incident management,disaster recovery plans,and contract provisions.Technical safeguards include technical protections,policies and procedures,such as passwords, logging,emergencies, how paper is faxed or mailed, and electronic protections such as encryption of data. Physical safeguards include physical protections, policies and procedures,such as locks,keys, physical access, physical storage and trash. Action Plan for Compliance with a Timeline: Compliance Date: 4. Does Applicant/Bidder and all subcontractors (if applicable) maintain a current list of Q Yes Authorized Users who have access to Texas HHS Confidential Information, whether oral, 0 No written or electronic? Action Plan for Compliance with a Timeline: Compliance Date: S. Does Applicant/Bidder and all subcontractors (if applicable) monitor for and remove 0 Yes terminated employees or those no longer authorized to handle Texas HHS 0 No Confidential Information from the list of Authorized Users? Action Plan for Compliance with a Timeline: Compliance Date: SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 7 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 r ARAUYSIS AnD1 • be completed by Applicant/Bidder) This section is about your electronic system. If your business DOES NOT store, access, or No Electronic transmit Texas HHS Confidential Information in electronic systems (e.g., laptop, personal Systems use computer, mobile device, database, server, etc.) select the box to the right, and ❑ "YES" will be entered for all questions in this section. For any questions answered "No," an Action Plan for Compliance with a Timeline must be documented in the designated area below the question. The timeline for compliance with HIPAA-related items is 30 calendar days, PII-related items is 90 calendar days. 1. Does the Applicant/Bidder ensure that services which access, create, disclose, receive, Yes transmit, maintain, or store Texas HHS Confidential Information are maintained IN the O No United States (no offshoring) unless ALL of the following requirements are met? a. The data is encrypted with FIPS 140-2 validated encryption b. The offshore provider does not have access to the encryption keys c. The Applicant/Bidder maintains the encryption key within the United States d. The Application/Bidder has obtained the express prior written permission of the Texas HHS agency For more information regarding FIPS 140-2 encryption products,please refer to: http://csrc.nist.gov/puhl ications/fips Action Plan for Compliance with a Timeline: Compliance Date: 2. Does Applicant/Bidder utilize an IT security-knowledgeable person or company to maintain 0 Yes or oversee the configurations of Applicant/Bidder's computing systems and devices? 0 No Action Plan for Compliance with a Timeline: Compliance Date: 3. Does Applicant/Bidder monitor and manage access to Texas HHS Confidential Information 0 Yes (e.g., a formal process exists for granting access and validating the need for users to access 0 No Texas HHS Confidential Information, and access is limited to Authorized Users)? Action Plan for Compliance with a Timeline: Compliance Date: 4. Does Applicant/Bidder a) have a system for changing default passwords, b) require user DYes password changes at least every 90 calendar days, and c) prohibit the creation of weak 0 No passwords (e.g., require a minimum of 8 characters with a combination of uppercase, lowercase, special characters, and numerals, where possible) for all computer systems that access or store Texas HHS Confidential Information. If yes, upon request must provide evidence such as a screen shot or a system report. Action Plan for Compliance with a Timeline: Compliance Date: SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 8 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 5. Does each member of Applicant/Bidder's Workforce who will use, disclose, create, receive, 0 Yes transmit or maintain Texas HHS Confidential Information have a unique user name 0 No (account) and private password? Action Plan for Compliance with a Timeline: Compliance Date: 6. Does Applicant/Bidder lock the password after a certain number of failed attempts and 0 Yes after 15 minutes of user inactivity in all computing devices that access or store Texas O No HHS Confidential Information? Action Plan for Compliance with a Timeline: Compliance Date: 7. Does Applicant/Bidder secure, manage and encrypt remote access (including wireless 0 Yes access) to computer systems containing Texas HHS Confidential Information? (e.g., a formal 0 No process exists for granting access and validating the need for users to remotely access Texas HHS Confidential Information, and remote access is limited to Authorized Users). Encryption is required for all Texas HHS Confidential Information. Additionally,FIPS 140-2 validated encryption is required for Health Insurance Portability and Accountability Act(HIPAA)data, Criminal Justice Information Services(CJIS)data, Internal Revenue Service Federal Tax Information(IRS FTI)data,and Centers for Medicare&Medicaid Services(CMS)data. For more information regarding FIPS 140-2 encryption products,please refer to: htto:11csrc.nist.gov/publications/figs Action Plan for Compliance with a Timeline: Compliance Date: 8. Does Applicant/Bidder implement computer security configurations or settings for all 0 Yes computers and systems that access or store Texas HHS Confidential Information? 0 No (e.g., non-essential features or services have been removed or disabled to reduce the threat of breach and to limit exploitation opportunities for hackers or intruders, etc.) Action Plan for Compliance with a Timeline: Compliance Date: 9. Does Applicant/Bidder secure physical access to computer, paper, or other systems 0 Yes containing Texas HHS Confidential Information from unauthorized personnel and theft 0 No (e.g., door locks, cable locks, laptops are stored in the trunk of the car instead of the passenger area, etc.)? Action Plan for Compliance with a Timeline: Compliance Date: SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 9 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 10. Does Applicant/Bidder use encryption products to protect Texas HHS Confidential Yes Information that is transmitted over a public network(e.g., the Internet, WiFi, etc.)? 0 No If yes, upon request must provide evidence such as a screen shot or a system report. Encryption is required for all HHS Confidential Information. Additionally,FIPS 140-2 validated encryption is required for Health Insurance Portability and Accountability Act(HIPAA)data,Criminal Justice Information Services(CJIS)data, Internal Revenue Service Federal Tax Information(IRS FTI)data,and Centers for Medicare&Medicaid Services(CMS)data. For more information regarding FIPS 140-2 encryption products,please refer to: http://Csrc.nist.pov/publications/fips Action Plan for Compliance with a Timeline: Compliance Date: 11. Does Applicant/Bidder use encryption products to protect Texas HHS Confidential 0 Yes Information stored on end user devices (e.g., laptops, USBs, tablets, smartphones, external 0 No hard drives, desktops, etc.)? If yes, upon request must provide evidence such as a screen shot or a system report. Encryption is required for all Texas HHS Confidential Information. Additionally, FIPS 140-2 validated encryption is required for Health Insurance Portability and Accountability Act(HIPAA)data, Criminal Justice Information Services(CJIS)data, Internal Revenue Service Federal Tax Information(IRS FTI)data,and Centers for Medicare&Medicaid Services(CMS)data. For more information regarding FIPS 140-2 encryption products,please refer to: htto://csrc nist.pov/publications/fips Action Plan for Compliance with a Timeline: Compliance Date: 12. Does Applicant/Bidder require Workforce members to formally acknowledge rules outlining 0 Yes their responsibilities for protecting Texas HHS Confidential Information and associated 0 No systems containing HHS Confidential Information before their access is provided? Action Plan for Compliance with a Timeline: Compliance Date: 13. Is Applicant/Bidder willing to perform or submit to a criminal background check on Q Yes Authorized Users? 0 No Action Plan for Compliance with a Timeline: Compliance Date: 14. Does Applicant/Bidder prohibit the access, creation, disclosure, reception, transmission, Q Yes maintenance, and storage of Texas HHS Confidential Information with a subcontractor 0 No (e.g., cloud services, social media, etc.) unless Texas HHS has approved the subcontractor agreement which must include compliance and liability clauses with the same requirements as the Applicant/Bidder? Action Plan for Compliance with a Timeline: Compliance Date: SPI Version 2.1 (06/201 S) Texas HHS System-Data Use Agreement-Attachment 2: Page 10 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 15. Does Applicant/Bidder keep current on security updates/patches (including firmware, 0 Yes software and applications) for computing systems that use, disclose, access, create, 0 No transmit, maintain or store Texas HHS Confidential Information? Action Plan for Compliance with a Timeline: Compliance Date: 16. Do Applicant/Bidder's computing systems that use, disclose, access, create, transmit, QYes maintain or store Texas HHS Confidential Information contain up-to-date anti- 0 No malware and antivirus protection? Action Plan for Compliance with a Timeline: Compliance Date: 17. Does the Applicant/Bidder review system security logs on computing systems that access 0 Yes or store Texas HHS Confidential Information for abnormal activity or security concerns on O No a regular basis? Action Plan for Compliance with a Timeline: Compliance Date: 18. Notwithstanding records retention requirements, does Applicant/Bidder's disposal 0 Yes processes for Texas HHS Confidential Information ensure that Texas HHS Confidential 0 No Information is destroyed so that it is unreadable or undecipherable? Action Plan for Compliance with a Timeline: Compliance Date: 19. Does the Applicant/Bidder ensure that all public facing websites and mobile (�)Yes applications containing Texas HHS Confidential Information meet security testing Q No standards set forth within the Texas Government Code (TGC), Section 2054.516; including requirements for implementing vulnerability and penetration testing and addressing identified vulnerabilities? For more information regarding TGC,Section 2054.516 DATA SECURITY PLAN FOR ONLINE AND MOBILE APPLICATIONS,please refer to: https://leaiscon.com/TX/textlHB8/2017 Action Plan for Compliance with a Timeline: Compliance Date: SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 11 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 SECTION D: SIGNATURE AND SUBMISSION (to be completed by Applicant/Bidder) Please sign the form digitally, if possible. If you can't, provide a handwritten signature. 1. 1 certify that all of the information provided in this form is truthful and correct to the best of my knowledge. If I learn that any such information was not correct, I agree to notify Texas HHS of this immediately. 2. Signature 3. Title 4. Date: DocuSigned by: Director of Public Health May 1,2024 o st6%1ftj1j6De&mpleted,signed form: • Email the form as an attachment to the appropriate Texas HHS Contract Manager(s). AgencySection E:To Be Completed by Texas HHS Agency(s): Requesting Department(s): HHSC: DFPS: DSHS:® RLHO--Center for Health Emergency Response &Preparedness Legal Entity Tax Identification Number (TIN) (Last four Only): PO/Contract(s)#: 5 7 4 1 HHS001439500046 Contract Manager: Contract Manager Email Address: Contract Manager Telephone#: Fred L. Waterman Fred.Waterman@dshs.texas.gov (512) 776-6585 Contract Manager: Contract Manager Email Address: Contract Manager Telephone #: Contract Manager: Contract Manager Email Address: Contract Manager Telephone#: Contract Manager: Contract Manager Email Address: Contract Manager Telephone#: Contract Manager: Contract Manager Email Address: Contract Manager Telephone#: Contract Manager: Contract Manager Email Address: Contract Manager Telephone #: Contract Manager: Contract Manager Email Address: Contract Manager Telephone #: Contract Manager: Contract Manager Email Address: Contract Manager Telephone#: SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 12 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514Bma i riuL i iu a rurc.i,9UIVIr�r i nmu THE SECURITY AND PRIVACY INQUIRY(SPI) Below are instructions for Applicants, Bidders and Contractors for Texas Health and Human Services requiring the Attachment 2, Security and Privacy Inquiry (SPI) to the Data Use Agreement (DUA). Instruction item numbers below correspond to sections on the SPI form. If you are a bidder for a new procurement/contract, in order to participate in the bidding process,you must have corrected any"No" responses(except Aga) prior to the contract award date. If you are an applicant for an open enrollment, you must have corrected any"No" answers(except Aga and A11) prior to performing any work on behalf of any Texas HHS agency. For any questions answered "No" (except Aga and A11),an Action Plan for Compliance with a Timeline must be documented in the designated area below the question.The timeline for compliance with HIPAA-related requirements for safeguarding Protected Health Information is 30 calendar days from the date this form is signed. Compliance with requirements related to other types of Confidential Information must be confirmed within 90 calendar days from the date the form is signed. SECTION A. APPLICANT/BIDDER INFORMATION Item#1. Only contractors that access, transmit,store, and/or maintain Texas HHS Confidential Information will complete and email this form as an attachment to the appropriate Texas HHS Contract Manager. Item#2.Entity or Applicant/Bidder Legal Name. Provide the legal name of the business(the name used for legal purposes, like filing a federal or state tax form on behalf of the business, and is not a trade or assumed named "dba"), the legal tax identification number(last four numbers only)of the entity or applicant/bidder, the address of the corporate or main branch of the business, the telephone number where the business can be contacted regarding questions related to the information on this form and the website of the business, if a website exists. Item#3.Number of Employees,at all locations,in Applicant/Bidder's workforce. Provide the total number of individuals,including volunteers,subcontractors, trainees, and other persons who work for the business. If you are the only employee,please answer"1." Item#4.Number of Subcontractors. Provide the total number of subcontractors working for the business. If you have none,please answer "0"zero. Item#5. Number of unduplicated individuals for whom Applicant/Bidder reasonably expects to handle HHS Confidential Information during one year. Select the radio button that corresponds with the number of clients/consumers for whom you expect to handle Texas HHS Confidential Information during a year. Only count clients/consumers once, no matter how many direct services the client receives during a year. Item#5.Name of Information Technology Security Official and Name of Privacy Official for Applicant/Bidder. As with all other fields on the SPI, this is a required field. This may be the same person and the owner of the business if such person has the security and privacy knowledge that is required to implement the requirements of the DUA and respond to questions related to the SPI. In 4.A. provide the name, address, telephone number, and email address of the person whom you have designated to answer any security questions found in Section C and in 4.B.provide this information for the person whom you have designated as the person to answer any privacy questions found in Section B. The business may contract out for this expertise;however, designated individual(s)must have knowledge of the business's devices,systems and methods for use, disclosure, creation, receipt, transmission and maintenance of Texas HHS Confidential Information and be willing to be the point of contact for privacy and security questions. Item#6. Type(s)of HHS Confidential Information the Entity or Applicant/Bidder Will Create, Receive,Maintain, Use, Disclose or Have Access to: Provide a complete listing of all Texas HHS Confidential Information that the Contractor will create, receive, maintain, use, disclose or have access to. The DUA section Article 2, Definitions, defines Texas HHS Confidential Information as: "Confidential Information"means any communication or record(whether oral, written, electronically stored or transmitted, or in any other form)provided to or made available to CONTRACTOR or that CONTRACTOR may create, receive, maintain, use, disclose or have access to on behalf of Texas HHS that consists of or includes any or all of the following: (1) Client Information; (2)Protected Health Information in any form including without limitation, Electronic Protected Health Information or Unsecured Protected Health Information; (3)Sensitive Personal Information defined by Texas Business and Commerce Code Ch. 521; SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 13 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 14]r-eaerai i ax mjormarion; (5)Personally Identifiable Information; (6)Social Security Administration Data, including, without limitation, Medicaid information; (7)All privileged work product, (8)All information designated as confidential under the constitution and laws of the State of Texas and of the United States, including the Texas Health &Safety Code and the Texas Public Information Act, Texas Government Code, Chapter 552. Definitions for the following types of confidential information can be found the following sites: • Health Insurance Portability and Accountability Act(HIPAA)-http://www.hhs.govlhipaa/index.html • Criminal Justice Information Services(CJIS)-https.11www.fbi.gov/services/ciis/ciis-security-policy-resource-center • Internal Revenue Service Federal Tax Information (IRS FTI)-https.11www.irs.gov/pub/irs-pdflp1075.pdf • Centers for Medicare& Medicaid Services(CMS)-https.11www.cros.gov/Regulations-and-Guidance/Regulations-and- Guidance.html •Social Security Administration (SSA)-https.11www.ssa.gov/regulations/ • Personally Identifiable Information (PII)-http://csrc.nist.govlpublicationslnistpubsl800-1221sp800-122.pdf Item#7. Number of Storage devices for Texas HHS Confidential Information. The total number of devices is automatically calculated by exiting the fields in lines a-d. Use the<Tab>key when exiting the field to prompt calculation, if it doesn't otherwise sum correctly. • Item 7a.Devices. Provide the number of personal user computers, devices, and drives(including mobile devices, laptops, USB drives, and external drives)on which your business stores or will store Texas HHS Confidential Information. • Item 7b.Servers. Provide the number of servers not housed in a data center or"in the cloud,"on which Texas HHS Confidential Information is stored or will be stored. A server is a dedicated computer that provides data or services to other computers. It may provide services or data to systems on a local area network(LAN)or a wide area network(WAN)over the Internet. If none, answer"0"(zero). • Item 7c. Cloud Services. Provide the number of cloud services to which Texas HHS Confidential Information is stored. Cloud Services involve using a network of remote servers hosted on the Internet to store, manage, and process data, rather than on a local server or a personal computer. If none, answer"0"(zero.) • Item 7d. Data Centers. Provide the number of data centers in which you store Texas HHS Confidential Information.A Data Center is a centralized repository, either physical or virtual,for the storage,management, and dissemination of data and information organized around a particular body of knowledge or pertaining to a particular business. If none, answer"0"(zero). Item #8. Number of unduplicated individuals for whom the Applicant/Bidder reasonably expects to handle Texas HHS Confidential Information during one year. Select the radio button that corresponds with the number of clients/consumers for whom you expect to handle Confidential Information during a year. Only count clients/consumers once, no matter how many direct services the client receives during a year. Item#9. HIPAA Business Associate Agreement. • Item#9a. Answer "Yes"if your business will use, disclose, create, receive, transmit, or store information relating to a client/consumer's healthcare on behalf of the Department of State Health Services, the Department of Disability and Aging Services, or the Health and Human Services Commission for treatment, payment, or operation of Medicaid or Medicaid clients. If your contract does not include HIPAA covered information, respond "no."If"no,"a compliance plan is not required. • Item#9b. Answer "Yes"if your business has a notice of privacy practices(a document that explains how you protect and use a client/consumer's healthcare information) displayed either on a website(if one exists for your business)or in your place of business (if that location is open to clients/consumers or the public). If your contract does not include HIPAA covered information, respond"N/A." Item#10.Subcontractors. If your business responded "0"to question 4 (number of subcontractors),Answer "N/A"to Items 10a and 10b to indicate not applicable. • Item#10a. Answer "Yes"if your business requires that all subcontractors sign Attachment 1 of the DUA. • Item#10b.Answer"Yes"if your business obtains Texas HHS approval before permitting subcontractors to handle Texas HHS Confidential Information on your business's behalf. Item#11. Optional Insurance.Answer "yes"if applicant has optional insurance in place to provide coverage for a Breach or any Texas HHS System-Data Use Agreement-Attachment 2: Page 14 of 18 SPI Version 2.1 (06/2018) SECURITY AND PRIVACY INQUIRY(SPI) g DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 other situations usted rn tnls question. IJ you are not required to have this optional coverage, answer NIA"A compliance plan is not required. SECTION B. PRIVACY RISK ANALYSIS AND ASSESSMENT Reasonable and appropriate written Privacy and Security policies and procedures are required, even for sole proprietors who are the only employee,to demonstrate how your business will safeguard Texas HHS Confidential Information and respond in the event of a Breach of Texas HHS Confidential Information.To ensure that your business is prepared, all of the items below must be addressed in your written Privacy and Security policies and procedures. Item#1. Answer "Yes" if you have written policies in place for each of the areas (a-o). • Item#1a.Answer "yes" if your business has written policies and procedures that identify everyone, including subcontractors, who are authorized to use Texas HHS Confidential Information.The policies and procedures should also identify the reason why these Authorized Users need to access the Texas HHS Confidential Information and this reason must align with the Authorized Purpose described in the Scope of Work or description of services in the Base Contract with the Texas HHS agency. • Item#1b. Answer"Yes" if your business has written policies and procedures that require your employees(including yourself),your volunteers, your trainees, and any other persons whose work you direct,to comply with the requirements of HIPAA, if applicable, and other confidentiality laws as they relate to your handling of Texas HHS Confidential Information. Refer to the laws and rules that apply, including those referenced in the DUA and Scope of Work or description of services in the Base Contract. • Item#1c. Answer "Yes" if your business has written policies and procedures that limit the Texas HHS Confidential Information you disclose to the minimum necessary for your workforce and subcontractors (if applicable)to perform the obligations described in the Scope of Work or service description in the Base Contract. (e.g., if a client/consumer's Social Security Number is not required for a workforce member to perform the obligations described in the Scope of Work or service description in the Base Contract,then the Social Security Number will not be given to them.) If you are the only employee for your business, policies and procedures must not include a request for, or use of, Texas HHS Confidential Information that is not required for performance of the services. • Item #id. Answer "Yes" if your business has written policies and procedures that explain how your business would respond to an actual or suspected breach of Texas HHS Confidential Information. The written policies and procedures, at a minimum, must include the three items below. If any response to the three items below are no, answer "no." O Item#1di. Answer"Yes" if your business has written policies and procedures that require your business to immediately notify Texas HHS,the Texas HHS Agency, regulatory authorities, or other required Individuals or Authorities of a Breach as described in Article 4, Section 4 of the DUA. Refer to Article 4, Section 4.01: Initial Notice of Breach must be provided in accordance with Texas HHS and DUA requirements with as much information as possible about the Event/Breach and a name and contact who will serve as the single point of contact with HHS both on and off business hours. Time frames related to Initial Notice include: • within one hour of Discovery of an Event or Breach of Federal Tax Information,Social Security Administration Data, or Medicaid Client Information • within 24 hours of all other types of Texas HHS Confidential Information 48-hour Formal Notice must be provided no later than 48 hours after Discovery for protected health information, sensitive personal information or other non-public information and must include applicable information as referenced in Section 4.01 (C)2. of the DUA. O Item#1dii. Answer "Yes" if your business has written policies and procedures require you to have and follow a written breach response plan as described in Article 4 Section 4.02 of the DUA. O Item#ldiii.Answer "Yes" if your business has written policies and procedures require you to notify Reporting Authorities and Individuals whose Texas HHS Confidential Information has been breached as described in Article 4 Section 4.03 of the DUA. • Item#1e. Answer "Yes" if your business has written policies and procedures requiring annual training of your entire workforce on matters related to confidentiality, privacy, and security, stressing the importance of promptly reporting any Event or Breach, outlines the process that you will use to require attendance and track completion for employees who failed to complete annual training. SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 1S of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 • Item#if. Answer "Yes" if your business has written policies and procedures requiring you to allow individuals (clients/consumers)to access their individual record of Texas HHS Confidential Information, and allow them to amend or correct that information, if applicable. • Item#1g. Answer "Yes" if your business has written policies and procedures restricting access to Texas HHS Confidential Information to only persons who have been authorized and trained on how to handle Texas HHS Confidential Information • Item#1h. Answer "Yes" if your business has written policies and procedures requiring sanctioning of any subcontractor, employee,trainee,volunteer, or anyone whose work you direct when they have accessed Texas HHS Confidential Information but are not authorized to do so, and that you have a method of proving that you have sanctioned such an individuals. If you are the only employee,you must demonstrate how you will document the noncompliance, update policies and procedures if needed, and seek additional training or education to prevent future occurrences. • Item#11. Answer "Yes" if your business has written policies and procedures requiring you to update your policies within 60 days after you have made changes to how you use or disclose Texas HHS Confidential Information. • Item#1j. Answer "Yes" if your business has written policies and procedures requiring you to restrict attempts to take de-identified data and re-identify it or restrict any subcontractor, employee,trainee,volunteer, or anyone whose work you direct,from contacting any individuals for whom you have Texas HHS Confidential Information except to perform obligations under the contract, or with written permission from Texas HHS. • Item#1k.Answer "Yes" if your business has written policies and procedures prohibiting you from using, disclosing, creating, maintaining, storing or transmitting Texas HHS Confidential Information outside of the United States. • Item#11. Answer "Yes" if your business has written policies and procedures requiring your business to cooperate with HHS agencies or federal regulatory entities for inspections, audits, or investigations related to compliance with the DUA or applicable law. • Item#1m. Answer"Yes" if your business has written policies and procedures requiring your business to use appropriate standards and methods to destroy or dispose of Texas HHS Confidential Information. Policies and procedures should comply with Texas HHS requirements for retention of records and methods of disposal. • Item#1n. Answer"Yes" if your business has written policies and procedures prohibiting the publication of the work you created or performed on behalf of Texas HHS pursuant to the DUA, or other Texas HHS Confidential Information,without express prior written approval of the HHS agency. Item#2. Answer"Yes" if your business has a current training program that meets the requirements specified in the SPI for you, your employees, your subcontractors,your volunteers, your trainees, and any other persons under you direct supervision. Item#3. Answer "Yes" if your business has privacy safeguards to protect Texas HHS Confidential Information as described in the SPI. Item#4. Answer"Yes" if your business maintains current lists of persons in your workforce, including subcontractors (if applicable),who are authorized to access Texas HHS Confidential Information. If you are the only person with access to Texas HHS Confidential Information, please answer "yes." Item#5. Answer "Yes" if your business and subcontractors (if applicable) monitor for and remove from the list of Authorized Users, members of the workforce who are terminated or are no longer authorized to handle Texas HHS Confidential Information. If you are the only one with access to Texas HHS Confidential Information, please answer"Yes." SECTION C. SECURITY RISK ANALYSIS AND ASSESSMEN`i This section is about your electronic systems. If you DO NOT store Texas HHS Confidential Information in electronic systems (e.g., laptop, personal computer, mobile device, database, server, etc.), select the "No Electronic Systems" box and respond "Yes"for all questions in this section. Item#1. Answer "Yes" if your business does not "offshore" or use, disclose, create, receive,transmit or maintain Texas HHS Confidential Information outside of the United States. If you are not certain, contact your provider of technology services (application, cloud, data center, network, etc.) and request confirmation that they do not off- shore their data. SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 16 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Item RZ.Answer "Yes" it your business uses a person or company who is knowledgeable in IT security to maintain or oversee the configurations of your business's computing systems and devices. You may be that person, or you may hire someone who can provide that service for you. Item#3. Answer "Yes" if your business monitors and manages access to Texas HHS Confidential Information (i.e., reviews systems to ensure that access is limited to Authorized Users; has formal processes for granting,validating, and reviews the need for remote access to Authorized Users to Texas HHS Confidential Information, etc.). If you are the only employee, answer"Yes" if you have implemented a process to periodically evaluate the need for accessing Texas HHS Confidential Information to fulfill your Authorized Purposes. Item#4. Answer "Yes" if your business has implemented a system for changing the password a system initially assigns to the user (also known as the default password), and requires users to change their passwords at least every 90 days, and prohibits the creation of weak passwords for all computer systems that access or store Texas HHS Confidential Information (e.g., a strong password has a minimum of 8 characters with a combination of uppercase, lowercase, special characters, and numbers, where possible). If your business uses a Microsoft Windows system, refer to the Microsoft website on how to do this, see example: https://docs.microsoft.com/en-us/windows/security/threat-protection/security-policy-settings/password-policy Item#5. Answer"Yes" if your business assigns a unique user name and private password to each of your employees, your subcontractors,your volunteers,your trainees and any other persons under your direct control who will use, disclose, create, receive,transmit or maintain Texas HHS Confidential Information. Item #6. Answer "Yes" if your business locks the access after a certain number of failed attempts to login and after 15 minutes of user inactivity on all computing devices that access or store Texas H H S Confidential Information. If your business uses a Microsoft Windows system, refer to the Microsoft website on how to do this, see example: htt s: docs.microsoft.com/en-us/windows/security/threat-protection/security-policy-settings/account-lockout-policy Item#7. Answer "Yes" if your business secures, manages, and encrypts remote access, such as: using Virtual Private Network (VPN) software on your home computer to access Texas HHS Confidential Information that resides on a computer system at a business location or, if you use wireless, ensuring that the wireless is secured using a password code. If you do not access systems remotely or over wireless,answer "Yes." Item#8. Answer "Yes" if your business updates the computer security settings for all your computers and electronic systems that access or store Texas HHS Confidential Information to prevent hacking or breaches (e.g., non-essential features or services have been removed or disabled to reduce the threat of breach and to limit opportunities for hackers or intruders to access your system). For example, Microsoft's Windows security checklist: https.11docs.microsoft.com/en-us/windows/security/threat-protection/security-policy-settings/how-to-con figure-security-policy-settings Item#9. Answer "Yes" if your business secures physical access to computer, paper, or other systems containing Texas HHS Confidential Information from unauthorized personnel and theft (e.g., door locks, cable locks, laptops are stored in the trunk of the car instead of the passenger area,etc.). If you are the only employee and use these practices for your business, answer "Yes." Item#10. Answer "Yes" if your business uses encryption products to protect Texas HHS Confidential Information that is transmitted over a public network (e.g.,the Internet,WIFI, etc.)or that is stored on a computer system that is physically or electronically accessible to the public (FIPS 140-2 validated encryption is required for Health Insurance Portability and Accountability Act (HIPAA) data, Criminal Justice Information Services (CJIS) data, Internal Revenue Service Federal Tax Information (IRS FTI) data, and Centers for Medicare & Medicaid Services (CMS) data.) For more information regarding FIPS 140-2 encryption products, please refer to: http://csrc.nist.gov/publications/fips). Item#11.Answer "Yes" if your business stores Texas HHS Confidential Information on encrypted end-user electronic devices (e.g., laptops, USBs,tablets, smartphones, external hard drives,desktops, etc.)and can produce evidence of the encryption, such as, a screen shot or a system report (FIPS 140-2 encryption is required for Health Insurance Portability and Accountability Act (HIPAA) data, Criminal Justice Information Services (CJIS) data, Internal Revenue Service Federal Tax Information (IRS FTI) data, and Centers for Medicare & Medicaid Services (CMS) data). For more information regarding FIPS 140-2 validated encryption products, please refer to: http://Csrc.nist.gov/publicationslfips). If you do not utilize end-user electronic devices for storing Texas HHS Confidential Information, answer"Yes." SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 17 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Item#12. Answer"Yes" if your business requires employees,volunteers,trainees and other workforce members to sign a document that clearly outlines their responsibilities for protecting Texas HHS Confidential Information and associated systems containing Texas HHS Confidential Information before they can obtain access. If you are the only employee answer "Yes" if you have signed or are willing to sign the DUA, acknowledging your adherence to requirements and responsibilities. Item#13. Answer "Yes" if your business is willing to perform a criminal background check on employees, subcontractors, volunteers, or trainees who access Texas HHS Confidential Information. If you are the only employee, answer "Yes" if you are willing to submit to a background check. Item#14. Answer"Yes" if your business prohibits the access, creation, disclosure, reception,transmission, maintenance, and storage of Texas HHS Confidential Information on Cloud Services or social media sites if you use such services or sites, and there is a Texas HHS approved subcontractor agreement that includes compliance and liability clauses with the same requirements as the Applicant/Bidder. If you do not utilize Cloud Services or media sites for storing Texas HHS Confidential Information, answer"Yes." Item#15.Answer "Yes" if your business keeps current on security updates/patches (including firmware, software and applications)for computing systems that use, disclose, access, create,transmit, maintain or store Texas HHS Confidential Information. If you use a Microsoft Windows system, refer to the Microsoft website on how to ensure your system is automatically updating, see example: h ttps://portal.msrc.microsoft.com/en-us/ Item#16. Answer "Yes" if your business's computing systems that use, disclose, access, create,transmit, maintain or store Texas HHS Confidential Information contain up-to-date anti-malware and antivirus protection. If you use a Microsoft Windows system, refer to the Microsoft website on how to ensure your system is automatically updating, see example: https://docs.microsoft.com/en-us/windows/security/threat-protection/ Item #17. Answer "Yes" if your business reviews system security logs on computing systems that access or store Texas HHS Confidential Information for abnormal activity or security concerns on a regular basis. If you use a Microsoft Windows system, refer to the Microsoft website for ensuring your system is logging security events, see example: https://docs.microsoft.com/en-us/windows/Security/threat-protection/auditing/basic-security-audit-policies Item#18. Answer"Yes" if your business disposal processes for Texas HHS Confidential Information ensures that Texas HHS Confidential Information is destroyed so that it is unreadable or undecipherable. Simply deleting data or formatting the hard drive is not enough; ensure you use products that perform a secure disk wipe. Please see NIST SP 800-88 R1, Guidelines for Media Sanitization and the applicable laws and regulations for the information type for further guidance. Item#19.Answer"Yes" if your business ensures that all public facing websites and mobile applications containing HHS Confidential Information meet security testing standards set forth within the Texas Government Code (TGC), Section 2054.516 SECTION D. SIGNATURE AND SUBMISSION Click on the signature area to digitally sign the document. Email the form as an attachment to the appropriate Texas HHS Contract Manager. SPI Version 2.1 (06/2018) Texas HHS System-Data Use Agreement-Attachment 2: Page 18 of 18 SECURITY AND PRIVACY INQUIRY(SPI) DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment F — Federal Assurances —Non-Construction Programs DSHS Contract No. HHS001439500046 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 OMB Number:4040-0007 Expiration Date: 02/28/2025 ASSURANCES -NON-CONSTRUCTION PROGRAMS Public reporting burden for this collection of information is estimated to average 15 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden,to the Office of Management and Budget, Paperwork Reduction Project(0348-0040),Washington, DC 20503. PLEASE DO NOT RETURN YOUR COMPLETED FORM TO THE OFFICE OF MANAGEMENT AND BUDGET. SEND IT TO THE ADDRESS PROVIDED BY THE SPONSORING AGENCY. NOTE: Certain of these assurances may not be applicable to your project or program. If you have questions, please contact the awarding agency. Further, certain Federal awarding agencies may require applicants to certify to additional assurances. If such is the case, you will be notified. As the duly authorized representative of the applicant, I certify that the applicant: 1. Has the legal authority to apply for Federal assistance Act of 1973, as amended (29 U.S.C. §794), which and the institutional, managerial and financial capability prohibits discrimination on the basis of handicaps; (d) (including funds sufficient to pay the non-Federal share the Age Discrimination Act of 1975, as amended(42 U. of project cost)to ensure proper planning, management S.C. §§6101-6107), which prohibits discrimination on and completion of the project described in this the basis of age; (e)the Drug Abuse Office and application. Treatment Act of 1972(P.L. 92-255), as amended, relating to nondiscrimination on the basis of drug 2. Will give the awarding agency, the Comptroller General abuse; (f)the Comprehensive Alcohol Abuse and of the United States and, if appropriate, the State, Alcoholism Prevention, Treatment and Rehabilitation through any authorized representative, access to and Act of 1970(P.L. 91-616), as amended, relating to the right to examine all records, books, papers, or nondiscrimination on the basis of alcohol abuse or documents related to the award; and will establish a alcoholism; (g)§§523 and 527 of the Public Health proper accounting system in accordance with generally Service Act of 1912(42 U.S.C. §§290 dd-3 and 290 accepted accounting standards or agency directives. ee-3), as amended, relating to confidentiality of alcohol and drug abuse patient records; (h)Title VIII of the Civil 3. Will establish safeguards to prohibit employees from Rights Act of 1968 (42 U.S.C. §§3601 et seq.), as using their positions for a purpose that constitutes or amended, relating to nondiscrimination in the sale, presents the appearance of personal or organizational rental or financing of housing; (i) any other conflict of interest, or personal gain. nondiscrimination provisions in the specific statute(s) under which application for Federal assistance is being 4. Will initiate and complete the work within the applicable made; and, (j)the requirements of any other time frame after receipt of approval of the awarding nondiscrimination statute(s)which may apply to the agency. application. 5. Will comply with the Intergovernmental Personnel Act of 7. Will comply, or has already complied, with the 1970(42 U.S.C. §§4728-4763) relating to prescribed requirements of Titles II and III of the Uniform standards for merit systems for programs funded under Relocation Assistance and Real Property Acquisition Policies Act of 1970 (P.L. 91-646)which provide for one of the 19 statutes or regulations specified in fair and equitable treatment of persons displaced or Appendix A of OPM's Standards for a Merit System of whose property is acquired as a result of Federal or Personnel Administration (5 C.F.R. 900, Subpart F). federally-assisted programs. These requirements apply to all interests in real property acquired for 6. Will comply with all Federal statutes relating to project purposes regardless of Federal participation in nondiscrimination. These include but are not limited to: purchases. (a)Title VI of the Civil Rights Act of 1964(P.L. 88-352) which prohibits discrimination on the basis of race, color 8. Will comply, as applicable,with provisions of the or national origin; (b) Title IX of the Education Hatch Act(5 U.S.C. §§1501-1508 and 7324-7328) Amendments of 1972, as amended(20 U.S.C.§§1681- which limit the political activities of employees whose 1683, and 1685-1686),which prohibits discrimination on principal employment activities are funded in whole the basis of sex; (c) Section 504 of the Rehabilitation or in part with Federal funds. Previous Edition Usable Standard Form 424B(Rev.7-97) Authorized for Local Reproduction Prescribed by OMB Circular A-102 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 9. Will comply, as applicable,with the provisions of the Davis- 13. Will assist the awarding agency in assuring compliance Bacon Act(40 U.S.C. §§276a to 276a-7),the Copeland Act with Section 106 of the National Historic Preservation (40 U.S.C. §276c and 18 U.S.C. §874), and the Contract Act of 1966, as amended (16 U.S.C. §470), EO 11593 Work Hours and Safety Standards Act(40 U.S.C. §§327- (identification and protection of historic properties), and 333), regarding labor standards for federally-assisted the Archaeological and Historic Preservation Act of construction subagreements. 1974 (16 U.S.C. §§469a-1 et seq.). 10. Will comply, if applicable, with flood insurance purchase 14. Will comply with P.L. 93-348 regarding the protection of requirements of Section 102(a) of the Flood Disaster human subjects involved in research, development, and Protection Act of 1973(P.L. 93-234)which requires related activities supported by this award of assistance. recipients in a special flood hazard area to participate in the program and to purchase flood insurance if the total cost of 15. Will comply with the Laboratory Animal Welfare Act of insurable construction and acquisition is$10,000 or more. 1966 (P.L. 89-544, as amended, 7 U.S.C. §§2131 et seq.) pertaining to the care, handling, and treatment of 11. Will comply with environmental standards which may be warm blooded animals held for research,teaching, or prescribed pursuant to the following: (a) institution of other activities supported by this award of assistance. environmental quality control measures under the National Environmental Policy Act of 1969(P.L. 91-190) and 16. Will comply with the Lead-Based Paint Poisoning Executive Order(EO) 11514; (b) notification of violating Prevention Act(42 U.S.C. §§4801 et seq.)which facilities pursuant to EO 11738; (c) protection of wetlands prohibits the use of lead-based paint in construction or pursuant to EO 11990; (d)evaluation of flood hazards in rehabilitation of residence structures. floodplains in accordance with EO 11988; (e) assurance of 17 Will cause to be performed the required financial and project consistency with the approved State management compliance audits in accordance with the Single Audit program developed under the Coastal Zone Management Act Amendments of 1996 and OMB Circular No. A-133, Act of 1972(16 U.S.C. §§1451 et seq.); (f) conformity of "Audits of States, Local Governments, and Non-Profit Federal actions to State (Clean Air) Implementation Plans Organizations." under Section 176(c) of the Clean Air Act of 1955, as amended (42 U.S.C. §§7401 et seq.); (g) protection of 18. Will comply with all applicable requirements of all other underground sources of drinking water under the Safe Federal laws, executive orders, regulations, and policies Drinking Water Act of 1974, as amended (P.L. 93-523); governing this program. and, (h) protection of endangered species under the Endangered Species Act of 1973, as amended(P.L. 93- 19. Will comply with the requirements of Section 106(g) of 205). the Trafficking Victims Protection Act(TVPA) of 2000, as amended (22 U.S.C. 7104)which prohibits grant award 12. Will comply with the Wild and Scenic Rivers Act of recipients or a sub-recipient from (1) Engaging in severe 1968 (16 U.S.C. §§1271 et seq.) related to protecting forms of trafficking in persons during the period of time components or potential components of the national that the award is in effect(2) Procuring a commercial wild and scenic rivers system. sex act during the period of time that the award is in effect or(3) Using forced labor in the performance of the award or subawards under the award. SIGNATURE OF AUTHORIZED CERTIFYING OFFICIAL TITLE LuSigned by: Director of Public Health EEBF48zED4z" ... APPLICANT ORGANIZATION DATE SUBMITTED Corpus Christi—Nueces County Public Health District I IMay 1,2024 Standard Form 424B(Rev.7-97)Back DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 Attachment G— Certification Regarding Lobbying DSHS Contract No. HHS001439500046 DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 CERTIFICATION REGARDING LOBBYING Certification for Contracts,Grants, Loans,and Cooperative Agreements The undersigned certifies,to the best of his or her knowledge and belief,that: (1)No Federal appropriated funds have been paid or will be paid,by or on behalf of the undersigned,to any person for influencing or attempting to influence an officer or employee of an agency,a Member of Congress,an officer or employee of Congress,or an employee of a Member of Congress in connection with the awarding of any Federal contract,the making of any Federal grant,the making of any Federal loan,the entering into of any cooperative agreement,and the extension,continuation, renewal,amendment,or modification of any Federal contract,grant, loan,or cooperative agreement. (2)If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency,a Member of Congress,an officer or employee of Congress,or an employee of a Member of Congress in connection with this Federal contract,grant,loan,or cooperative agreement,the undersigned shall complete and submit Standard Form-LLL,"Disclosure of Lobbying Activities,"in accordance with its instructions. (3)The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers(including subcontracts,subgrants,and contracts under grants,loans,and cooperative agreements)and that all subrecipients shall certify and disclose accordingly.This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1352,title 31, U.S. Code.Any person who fails to file the required certification shall be subject to a civil penalty of not less than$10,000 and not more than$100,000 for each such failure. Statement for Loan Guarantees and Loan Insurance The undersigned states,to the best of his or her knowledge and belief,that: If any funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency,a Member of Congress,an officer or employee of Congress,or an employee of a Member of Congress in connection with this commitment providing for the United States to insure or guarantee a loan,the undersigned shall complete and submit Standard Form-LLL,"Disclosure of Lobbying Activities,"in accordance with its instructions.Submission of this statement is a prerequisite for making or entering into this transaction imposed by section 1352,title 31, U.S. Code.Any person who fails to file the required statement shall be subject to a civil penalty of not less than$10,000 and not more than$100,000 for each such failure. •APPLICANT'S ORGANIZATION Corpus Chnisti—Nueces County Public Health District •PRINTED NAME AND TITLE OF AUTHORIZED REPRESENTATIVE Prefix: Dr. ' First Name:I Fauzia Middle Name: •Last Name:I Khan Suffix: •Title:I Director of Public Health SIGNATURE: Docusignedby: ' DATE: ay �vr. :au�jia �t a� i= Attachment H-Federal Funding Accountability and Transparency Act(FFATA)Certification Form DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No. HHS001439500046 TEXAS Health and Human Texas Department of State Services Health Services Fiscal Federal Funding Accountability and Transparency Act (FFATA) The certifications enumerated below represent material facts upon which DSHS relies when reporting information to the federal government required under federal law. If the Department later determines that the Contractor knowingly rendered an erroneous certification, DSHS may pursue all available remedies in accordance with Texas and U.S. law. Signor further agrees that it will provide immediate written notice to DSHS if at any time Signor learns that any of the certifications provided for below were erroneous when submitted or have since become erroneous by reason of changed circumstances. If the Signor cannot certify all of the statements contained in this section, Signor must provide written notice to DSHS detailing which of the below statements it cannot certify and why. Legal Name of Contractor: FFATA Contact: (Name, Email and Phone Number): Corpus Christi—Nueces County Public Health District Constance Sanchez ConstanceP@cctexas.com 361-826-3189 Primary Address of Contractor: Zip Code: 9-digits required www.usos.com 1702 Horne Rd., Corpus Christi,Nueces County, Texas, 78416-1902 78416-1902 Unique Entity ID (UEI):This number replaces the DUNS State of Texas Comptroller Vendor Identification Number www.sam.gov (VIN) - 14 digits: XETBTPKCL895 1-746000574-1027 Printed Name of Authorized Representative: Signature of Authorized Representative Dr.Fauzia Khan DocuSigned by: 10434CEBF4B2ED425 r. F"t'& �,a�n,... Title of Authorized Representative Date Signed Director of Public Health May 1,2024 Department of State Health Services Form 4734—April 2022 Contract Management Section Attachment H-Federal Funding Accountability and Transparency Act(FFATA)Certification Form DocuSign Envelope ID:514B5E84-2740-460B-BF3B-91599532B595 DSHS Contract No. HHS001439500046 Fiscal Federal Funding Accountability and Transparency Act (FFATA) CERTIFICATION As the duly authorized representative (Signor) of the Contractor, I hereby certify that the statements made by me in this certification form are true, complete, and correct to the best of my knowledge. Did your organization have a gross income, from all sources, of less than $300,000 in your previous tax year? Yes No If your answer is "Yes", skip questions "A", "B", and "C" and finish the certification. If your answer is "No answer questions "A" and "B". A. Certification Regarding % of Annual Gross from Federal Awards. Did your organization receive 80% or more of its annual gross revenue from federal awards during the preceding fiscal year? Yes ❑ No ❑ B. Certification Regarding Amount of Annual Gross from Federal Awards. Did your organization receive $25 million or more in annual gross revenues from federal awards in the preceding fiscal year? Yes ❑ No ❑ If your answer is "Yes" to both question "A" and "B", you must answer question "C". If your answer is "No" to either question "A" or "B", skip question "C" and finish the certification. C. Certification Regarding Public Access to Compensation Information. Does the public have access to information about the compensation of the senior executives in your business or organization (including parent organization, all branches, and all affiliates worldwide) through periodic reports filed under section 13(a) or 15(d) of the Securities Exchange Act of 1934 (15 U.S.C. 78m(a), 78o(d)) or section 6104 of the Internal Revenue Code of 1986? Yes ® No ❑ If your answer is "Yes" to this question, where can this information be accessed? https://www.cctexas.com/financial-transparency If your answer is "No" to this question, you must provide the names and total compensation of the top five highly compensated officers below. Provide compensation information here: N/A 2 Department of State Health Services Form 4734-April 2022 Contract Management Section = �t O U to O � " 0) � o c6 p •— O C: =5N i CO (� to �' U c ~ O Q U O � Q Q O Q O Q E c U O � O O � CY) C 4-0� U C: c6 o - Q o � Q � EM = cuwcu0 � � CU O cu Q Q . . ._ O Zi to O > .O (6 (D 'i (6 �_ O � Q X i O Q O Q � a) = � O L- c6 U .N � a_ a) ". 0 .� c6 > � C9 w c6 O co — � O c6 a) � O � �_ � LLJ Q O a) cu Q c6 }, + O Q _ au) M Q O Q U) -0 U a) a) � � .— � 0 cu = 0 .� cn0n U � N O i O N cn a� C U O c6 p U U O -0Z C U - M o L � ' � o Q- o ° 0- O o - o E U) U (n � '- O O O ^ ca �_ c v) cn4- N — cn +, O O L O — cwC: U U � u O O O Ltf U N cu 0 -0 O to 0O N cLn (U � p U o O c UCX � LL N Q- L M U }, to _ N N .� 0 cn = -0U O O O L O D U) c6 O a QE2 � X U L U = o •- " E o � o M c 0 0 N W C� voi N U N N a � cn >, — L C - LV O 0 c � c L aj N _ 0 Q o �-0 L Q L � a x / � ca ca 0 0 0 1 N VJ C Q L -0 L N L • • N 2 = ,:t o � o 0 N cu O _ E t }+ U O U cu V W cu cm O tQ O Q U) EL O O O O C) o ^V l W N i O L O N O U) z CO }+ Cn o o 0 0 Ci o L _ �a o o o > o L ca O M c6 o cv cn L }, Q ( O z Q cu U -U' 07 U D CO O c6 ca m 3 Ec ca w o o L _ S-- L 0) Z Z U) 0) 0) LL U U c V o _ - c O _00 a) � � Q U) _ ca •— O LL c 0 SC 00 0 � U NOORPOAP1'0 1852 AGENDA MEMORANDUM Public Hearing and Resolution for City Council Meeting June 11, 2024 DATE: June 11, 2024 TO: Peter Zanoni, City Manager THRU: Heather Hurlbert, Assistant City Manager heatherh3(a)cctexas.com (361) 826-3506 FROM: Daniel McGinn, AICP, Director of Planning and Community Development danielmc(a)cctexas.com (361) 826-7011 Public Hearing and Resolution Amending the City of Corpus Christi's FY2024/PY2023 Annual Action Plan CAPTION: Resolution authorizing a Substantial Amendment to the City of Corpus Christi's Fiscal Year 2024/Program Year 2023 Annual Action Plan (AAP) reprogramming unspent funds from FY2022/PY2021 and FY2023/PY2022 for the Community Development Block Grant (CDBG) in the amount of $1,159,244, and the HOME Investment Partnerships Program (HOME) in the amount of $1,182,626 for a total of $2,341,870; and authorizing the execution of all necessary documents to submit the Substantial Amendment to the AAP; accepting the approved Substantial Amendment AAP projects and authorizing the execution of funding agreements, amendments, and other documents necessary to implement the FY2024/PY2023 AAP. SUMMARY: Take action to amend the FY2024/PY2023 AAP and to authorize the City Manager or designee to execute all necessary documents with the U.S. Department of Housing and Urban Development (HUD) and AAP grantees for the following projects: Reprogram the Community Development Block Grant (CDBG) funds from FY2022/PY2021 and FY2023/PY2022 in the amount of $1,159,244 from previously funded projects that were unspent and have been made available. The funding will be transferred to eligible CDBG projects in the amended FY2024/PY2023 AAP. Reprogram HOME Investment Partnerships Program (HOME) unspent funds from FY2022/PY2021 and FY2023/PY2022 in the amount of $1,182,626 from previously funded projects that were unspent and have been made available. The funding will be transferred to eligible HOME projects in the amended FY2024-PY2023 AAP. BACKGROUND AND FINDINGS: The Substantial Amendment will address the cost increases of several projects previously approved for Community Development Block Grant Funds (CDBG). The increases will be paid for using CDBG cost savings from other projects such as Code Enforcement staffing and funds not used for Salinas Park due to previously injecting CDBG CARES Act funding into the park. Additionally, the Substantial Amendment reallocates HOME Investment Partnerships Program (HOME) funds previously awarded to the Alma at Greenwood affordable housing project. Alma at Greenwood has had significant changes to its scope and financing and the developer has been encouraged to reapply when the deal is ready to move forward. In accordance with the City's Citizen Participation Plan, the City posted a legal notice regarding the public hearing and provided a 30-day notice for public comment from May 12, 2024, through June 10, 2024. The Substantial Amendment revises the following projects: CDBG PROJECT Original Amendment Total Littles-Martin House Renovations $ 343,485 $ 500,000 $ 843,485 HEB Tennis Complex and Pool Park Parking $ - $ 449,986 $ 449,986 Lot and Improvements to Other Amenities Dr. HC Dilworth Park Pavilion and Other $ 320,000 $ 74,238 $ 394,238 Improvements Central Kitchen - Senior Meals Generator $ 350,000 $ 77,388 $ 427,388 Ben Garza Bathroom Renovation $ 455,336 $ 57,632 $ 512,968 TOTAL $ 1,468,821 $ 1,159,244 $ 2,628,065 HOME PROJECT Original Amendment Total Single Family Rehabilitation Program $ 1,063,517.00 $ 1,182,626 $ 2,246,143 TOTAL $ 1,063,517.00 $ 1,182,626 $ 2,246,143 ALTERNATIVES: City Council could choose not to authorize the Substantial Amendment which may risk the expenditure of the funds resulting in a loss of available resources for community projects or change the recommendations made in the HUD Award Matrix. FISCAL IMPACT: The Resolution amending programming for funds previously accepted and appropriated. FUNDING DETAIL: CDBG Fund: 1059 Organization/Activity: Various Department: 24 Project # (CIP Only): N/A Account: Various HOME Fund: 9045 Organization/Activity: Various Department: 24 Project # (CIP Only): N/A Account: Various RECOMMENDATION: Staff are recommending the approval of the Substantial Amendment to the FY24/PY23 AAP. LIST OF SUPPORTING DOCUMENTS: Resolution HUD Award Matrix Presentation Resolution authorizing a Substantial Amendment to the City of Corpus Christi's Fiscal Year 2024/Program Year 2023 Annual Action Plan (AAP) reprogramming unspent funds from FY2022/PY2021 and FY2023/PY2022 for the Community Development Block Grant (CDBG) in the amount of $1,159,244, and the HOME Investment Partnerships Program (HOME) in the amount of$1,182,626 for a total of$2,341,870; and authorizing the execution of all necessary documents to submit the Substantial Amendment to the AAP; accepting the approved Substantial Amendment AAP projects and authorizing the execution of funding agreements, amendments, and other documents necessary to implement the FY2024/PY2023 AAP. Whereas, on July 25, 2023, the City Council enacted Ordinance No. 033116 adopting the City Fiscal Year 2024 and U.S. Department of Housing and Urban Development (HUD) Program Year 2023 (FY24/PY23) AAP; Whereas, previously approved projects have changed so that the City needs to amend the FY24/PY23 AAP which triggers the need for a Substantial Amendment; Whereas, the City published notice of the proposed Substantial Amendment to the City's FY24/PY23 AAP, public hearing and 30-day public comment period in The Caller Times on about May 12, 2024; Whereas, the City Council has determined that the Substantial Amendment to the City's FY24/PY23 AAP would best serve the public health, safety, necessity, convenience and the general welfare of the City of Corpus Christi and its citizens. Now therefore, be it resolved by the City Council of the City of Corpus Christi, Texas: Section 1. That the FY24/PY23 AAP, which includes the Community Development Block Grant and the HOME Investment Partnerships Program, is amended as follows: a) Reprogram the following: • CDBG $1,159,244 • HOME $1 ,182,626 b) Approve and increase the following: • Littles-Martin House $500,000 • HEB Tennis Complex Park $449,986 • Dr. HC Dilworth Park $74,238 • Central Kitchen - Senior Meals Generator $77,388 • Ben Garza Bathroom Renovation $57,632 Section 2. That the City Manager or the City Manager's designee is authorized: a) to submit the Substantial Amendment to the FY24/PY23 AAP to HUD, and b) to amend this Substantial Amendment to the FY24/PY23 AAP if required by HUD. Section 3. That the City Manager or the City Manager's designee is authorized to execute funding agreements and all other documents necessary to implement the Substantial Amendment to the FY24/PY23 AAP with organization for approved projects. ATTEST: THE CITY OF CORPUS CHRISTI Rebecca Huerta Paulette M. Guajardo City Secretary Mayor CITY OF CORPUS CHRISTI FY24/PY23 Substantial Amendment Community Development Block Grant (CDBG) FY2024/PY2023 FY24/PY23 CDBG Entitlement Reprogrammed Funds $1,159,244 Program Income TOTAL FUNDS AVAILABLE $1,159,244 # PROJECT & DESCRIPTION Proposed Littles-Martin House Renovations Parks and Recreation is requesting funding for the renovation of the Littles- Martin House. The home was relocated to Heritage Park area which is located within an eligible CDBG census tract. Heritage Park contains historic homes that are registered in the National Registry. The Littles- Martin home is not eligible for historic preservation because it was relocated from another site. However, Littles-Martin is a registered landmark. Heritage Park is Corpus Christi's historic park which hosts and supports many art and cultural activities, as well as a variety of community $500,000 events throughout the year. The home was restored by the National Association of Colored People (NAACP) to serve as its Corpus Christi headquarters. However, significant weather events have damaged the home. Littles-Martin was approved for $343,485 in the FY24/PY23 Annual Action Plan but due to the extent of the damage, additional funds are needed. 1 HEB Tennis Complex and Pool Park Parking Lot and Improvements to Other Amenities HEB Park is a full-service municipal park designated as a community/ regional park. The park offers tennis, swimming pool, handball, park and playground that offers residents a variety of programs. The tennis courts increase their skill level and knowledge of the sport. HEB Park is located in an underserved area that would greatly benefit from park amenities that improve the health and well- being of its residents. The Park offers a large $449,986 public tennis facility attracting city-wide participation. Funding will be used to make parking lot improvements and improvements to other park amenities. The park is located within two low- mod-income block groups. Additional funds may be requested in the FY2025 Annual Action Plan. 2 # PROJECT & DESCRIPTION Proposed Dr. HC Dilworth Park Pavilion and Other Improvements Dr. HC Dilworth Park is an underserved area that would benefit from having park amenities that would improve the health and well-being of its residents. Improvement may include but are not limited to a 30' x 30' covered pavilion, concrete floor with new sidewalks, wood structure on pier $74,238 foundation, asphalt shingle tile roof, controlled lighting, electrical service and wooden sunscreen structures. This project was allocated $320,000 in FY2024 but cost estimates are $394,237. 3 Central Kitchen - Senior Meals Generator Nutrition Education Service Center public facility improvements for the installation of fixed generator for senior meal program delivery programming and services. The Central Kitchen prepares 800 meals a day for the elderly residing at the eight senior centers and for the Meals on Wheels Program. Approximately 240,000 meals are prepared and delivered annually. The kitchen prepares meals from 6:30AM to 10:00 AM. $77 388 The City recognizes the need and benefits of maintaining program operations for program delivery to homebound senior and disabled residents during power outages, severe weather events and unforeseen circumstances. Original award for FY23 was $350,000. With bid, new cost is $427,387.74. 4 Ben Garza Bathroom Renovation The proposed project will enhance Ben Garza Gymnasium. The Gymnasium is located on the grounds of Ben Garza Park and provides recreational space for the immediate neighborhood which includes single family homes, apartments, homeless shelters and assisted housing units. The gym and covered pavilion sit in the middle of the park providing opportunities for programs such as basketball, volleyball and pickleball leagues. The park is listed as a major investment park in the 2012 Parks and Recreation Master Plan. The Ben Garza Gymnasium recently installed new gym flooring installed as part of the initial improvements. Parks is completing facility improvements with bathroom/locker room renovations. This area is subject to high levels of juvenile delinquency and the negative $57,632 impacts of chronic disease (diabetes, cardiovascular disease, etc.). Recent improvements to the park and the Gymnasium will complete this park area by addressing an underserved area of the community. This project was approved for $455,336 of CDBG in FY2022 to make the bathroom improvements and replace the roof. The roof was replaced with other funds. The bathroom/locker room renovation cost bids, at $512,968, exceed the original award amount and an increase is requested. 5 TOTAL 1 $1,159,244 CITY OF CORPUS CHRISTI FY24/PY23 Substantial Amendment HOME INVESTMENT PARTNERSHIPS PROGRAM (HOME) FY2024/PY2023 FY24/PY23 HOME Entitlement Reprogrammed Funds $1,182,626 Program Income TOTAL FUNDS AVAILABLE $1,182,626 # PROJECT & DESCRIPTION Proposed Single Family Rehabilitation The Single Family Rehabilitation Loan Program benefits only low- and very low-income homeowners. The program provides zero percent deferred forgivable loans to homeowners interested in rehabilitating their homes. Funds requested will be used to provide demolition and relocation $1,182,626 grants and reconstruction loans to eligible homeowners whose homes are 51% deteriorated. Funds will assist 6 households. 1 TOTAL $1,182,626 N �U O O U Q j Q V O LL N m O � i N � � � � O N � Q N � s L o � a O E V (^ O > E O uw Q 5 O •- O = � Q � a v o a a (3) ca s 4-J v > ' N N Q Q ca U D - o � wo > v a N 3 � � -0 o •> c: = v °� E v .� p Q cn O O 0) O U U 0 U fa U Q L cn Z m 0 +� •> Q ca a--� v E U +J U C v 4 Oca U U Q m L •� O v `~ Q O •� Q w 'N N N m :E Z3 N > Q w O O Q •> ca � ca ca O � � •� ca v � O O � � f6 � C1A N cn .i >. U fa i m D i _ Q 0 N 0- 0 iJ N ca ca C N U U V N O U dJ c/') .— N dJ •O dJ •O — i i dJ dJ i i Ca Ca Ca i dJ Q LL Q V) Q Q a- •N -0 00 00 � 00 CD � CIO m O N M O O 0 0000 It M It LO (D 0 N N F- N N N O M co M CO N (D w tiLO � co 00OOM 0000 N't ' O O co 00 ti ti .4 ON LO LO w Lo Lo �j �� CO co 't le ��_ C7 c� 'i V �L co O O _ Al Q O _ W 6c> 6c> 60:> 60:> t} 6} V). E (' W _0 m ^� U E 2 W J O E CD CL E i L 0 a � � m E H a p H CD U O U O 00 E a a p > a 0 O m o p 0 — 0 0 > a a a 0 a x Y E L Q Q cv fn a 0 t o E o L as = 0 U t m 3 u m — E Y N .m (D (D L LL �i1 ~ O U Q L 2 Q ~ ++ W J 20 1 U m H Cl) .bus cx,� �o Nreoreroea 1852 AGENDA MEMORANDUM Public Hearing and First Reading for the City Council Meeting of June 11, 2024 Second Reading for the City Council Meeting of June 18, 2024 DATE: May 17, 2024 TO: Peter Zanoni, City Manager FROM: Al Raymond, Development Services Department Alraymond@cctexas.com (361) 826-3275 Rezoning for a property at or near 2212 Morris Street CAPTION: Zoning Case No. ZN8219, City of Corpus Christi (District 2). Ordinance rezoning a property at or near 2212 Morris Street from the "RS-6/SP" Single-Family 6 District with a Special Permit and the "Cl" Intensive Commercial District to the "RM-2" Multifamily District. Providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval). SUMMARY: This item is to rezone the property to allow development of multifamily housing for senior living. BACKGROUND AND FINDINGS: The subject properties are a part of the development of the former Lamar Elementary site, The Palms at Morris, which is utilizing grant funding through the City of Corpus Christi, Housing and Community Development. The project is a part of a comprehensive neighborhood revitalization strategy of infill housing development focused on meeting local housing affordability needs. The project has also received a resolution of support for a 9% Low-income Housing Tax Credit (No. 033296 dated 2/13/2024) The subject property consists of nine individual and vacant parcels, totaling 3.42 acres, zoned "RS-6/SP" Single-Family 6 with a Special Permit (Ordinance No. 032602 allowing for accessory parking use for a government facility) and "Cl" Intensive Commercial. The subject property is located along Morris, 19th, and 20th Streets. To the north, properties are zoned "RS-6" Single-Family 6 and vacant. To the south, properties are zoned "RM-3" Multifamily and "Cl" Intensive Commercial with uses being vacant and low-density residential. To the east, properties are zoned "RS-6" Single- Family 6 and "RM-3" Multifamily with vacant, low-density residential, public semi-public (St. Joseph's Convent) uses. To the west, properties are zoned "RS-6" Single-Family 6 and "RS-6/SP" (same special permit ordinance as the subject property). The applicant is requesting an amendment to the existing zoning to accommodate a multifamily development geared toward the senior living community. The "RM-2" Multifamily district permits apartments, single-family houses, two-family houses, townhouses, cottage housing developments, group homes, educational facilities, parks and open areas, and places of worship. Excerpt from the 2023 Request for Interest: Former Lamar Elementary Site & Neighborhood Parcels (Attachment A): "Currently vacant, the site that was once home to Lamar Elementary School which was originally part of the 1908 Eckerd Subdivision while parcels to the east of 19th Street are part of the 1929 Jasmin Subdivision. Narrow and deep single-family lots, typical of this time, are common throughout the neighborhood, though many lots have been combined over the decades to form larger parcels. Other neighborhood institutions include St. Joseph's Catholic Church, the Garcia Arts Center and Park, and educational facilities like the Marguerite Child Development Center and a charter high school. Lamar Elementary served many generations, starting in 1941. The school was closed in 2010 and later demolished in 2021 to make way for new development and neighborhood investment. Though no longer standing, the site still holds historical significance as the 1948 location of the meeting that formed the American GI Forum, the civil rights group founded by Dr. Hector P. Garcia. (Katheryn Cargo for the Caller Times, November 20, 2021)" Staff reviewed the subject property's background information and the applicant's purpose for the rezoning request and conducted research into the property's land development history to include platting, zoning, existing surrounding land uses, and potential code violations. Staff compared the proposed zoning's consistency with the applicable elements of the comprehensive plan. As a result of the above analysis, staff notes the following: • The proposed rezoning is consistent with many goals of Plan CC (City of Corpus Christi Comprehensive Plan), however, is inconsistent with FLUM's (Future Land Use Map) designation of Medium-Density Residential. • The westside area lacks diversity in its housing options. Its constituents expressed a need for affordable housing. The City of Corpus Christi has identified the subject parcels as an ideal infill development opportunity that could expand such options. o The subject property, within an established neighborhood, has been vacant for many years. The infrastructure to support the development already exists. • The proposed development is keeping in character with adjacent and neighboring properties and density and will not have a negative impact on the surrounding uses and neighborhood. • The "RM-2" Multifamily is determined to be ideal for infill development. Public Input Process: Number of Notices Mailed: 75 notices were mailed within the 200-foot notification area, and 0 outside the notification area. As of June 7, 2024: In Favor In Opposition 0 inside notification area 0 inside notification area 0 outside notification area 0 outside notification area A total of 0.00% of the 200-foot notification area is in opposition. ALTERNATIVES: None. FISCAL IMPACT: There is no fiscal impact associated with this item. RECOMMENDATION: Planning Commission and Staff recommend approval of the change of zoning from the "RS-6/SP" Single-Family 6 District with a Special Permit to the "RM-2" Multifamily District. Vote Results For: 7 Against: 0 Absent: 2 Abstained: 0 LIST OF SUPPORTING DOCUMENTS: Ordinance Planning Commission Final Report Presentation Aerial Map Zoning Case No. ZN8219, City of Corpus Christi (District 2). Ordinance rezoning a property at or near 2212 Morris Street from the "RS-6/SP" Single-Family 6 District with a Special Permit and the "Cl" Intensive Commercial District to the "RM-2" Multifamily District; providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval). WHEREAS, with proper notice to the public, a public hearing was held during a meeting of the Planning Commission, during which all interested persons were allowed to appear and be heard; WHEREAS, the Planning Commission has forwarded to the City Council its final report and recommendation regarding the application for an amendment to the City of Corpus Christi's Unified Development Code ("UDC") and corresponding UDC Zoning Map; WHEREAS, with proper notice to the public, a public hearing was held during a meeting of the City Council, during which all interested persons were allowed to appear and be heard; WHEREAS, the City Council has determined that this rezoning is not detrimental to the public health, safety, or general welfare of the City of Corpus Christi and its citizens; and WHEREAS, the City Council finds that this rezoning will promote the best and most orderly development of the properties affected thereby, and to be affected thereby, in the City of Corpus Christi. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, THAT: SECTION 1. The Unified Development Code ("UDC") and corresponding UDC Zoning Map of the City of Corpus Christi, Texas are amended by changing the zoning on the subject property being Various Tracts, as described/shown in Exhibit "A", from: the "RS-6/SP" Single-Family 6 District with a Special Permit and "Cl" Intensive Commercial District to the "RM-2" Multi-Family District. The subject property is located at or near 2212 Morris Street. Exhibit A, a map, is attached to and incorporated in this ordinance. SECTION 2. The UDC and corresponding UDC Zoning Map of the City, made effective July 1, 2011 and as amended from time to time, except as changed by this ordinance, both remain in full force and effect including the penalties for violations as made and provided for in Article 10 of the UDC. SECTION 3. To the extent this amendment to the UDC represents a deviation from the City's Comprehensive Plan, the Comprehensive Plan is amended to conform to the UDC, as it is amended by this ordinance. SECTION 4. All ordinances or parts of ordinances specifically pertaining to the zoning of the subject property that conflict with this ordinance are hereby expressly superseded except for the Military Compatibility Area Overlay District. This ordinance does not amend or supersede the Page 1 of 3 Military Compatibility Area Overlay District, which, as adopted by Ordinance #032829, remains in full force and effect. SECTION 5. A violation of this ordinance, or requirements implemented under this ordinance, constitutes an offense punishable by a fine not to exceed $2,000.00 for each offense; as provided in Article 1, Section 1.10.1 of the UDC, Article 10 of the UDC, and/or Section 1-6 of the Corpus Christi Code of Ordinances. SECTION 6. Publication shall be made in the official publication of the City of Corpus Christi as required by the City Charter. SECTION 7. This ordinance shall become effective upon publication. Introduced and voted on the day of , 2024. PASSED and APPROVED on the day of , 2024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary Page 2 of 3 NOLL�itl�S_.5 -�tl� W s4—1 iv.xm irn -1- JJ—1 otl in.v'JNm V u A3hYf13"3�1u QN sdSW`vita ' 3 , o�w�ed � �G ••�E�y.s R p ps N€ ay . 61 9i0& .dee$xRo�sii�„�°�i •��u a.nee®am;sR ii �-� �� _ N � 4'!:z R�`wq� �. a Ij gg%�9� A 6.- a$E �ip2§ 0 ak� p '40'9 jjg a�. a a xa,� �.�_5 ..�,, f €• se F � c � a k �by � - � I 5 k§ p�a�� €n. � e ss a s w �Ff p a 3 4 5 5 a 'g $ 7» g $ t r u F s a $ 3s lqh $ ] A . _ pY 3 ':s. sJ . a c-➢„@ Ra ds p Y p k 5'-i 4� lZ S�,� b A€Y �N .0''s'. K8'�� F� S k f a� �5g a�kS beM6H5o ^ s s, Ea,a] e. s s3�3av s:;m �., s � F u' - ,1—�.�.L.-�-,'• __ I 9C1,B1�3[S.IL�+'�'� — � �`�a �I j� I a 3 NA 25 1�3tlls riCZ4 J evu x yµ_yi.. I — o- —� I .a q-f,, ffdss�vrk gn.y �x 'i�b3w € 5H '� L#k n :s Z ""' e i��6"�� g°= �e � �� 3 � e o � •e � Sa � bE � n 5 `jC ��t � � :' "-k �x Pak 4„a �� rqw EPA �s 5= e� Y A S a A g a -kg x vY FP b k as a g8e H�y$s %:yH i1 J y" g 8 d S 5� aS g o 3 w $ 3 p 6i 4 A- i 9.. as � � a § �� 9 �k 3gl�9ta �b3 9' � wY a� � yv w y € � x, a � a §sy�i, s p �g �g A i 9 € ¢" x �k g 3$ �� y s� 5 j s y 9s��Fes§B. gshe s� 3s• ; as3 � LU c aks� 5� �� ke �� a 92 :#she 09 .. x3 5�' �d6.4"a g sqE 1 gPa got t £ - aaa`, a� a n @oFK" s - - 4k @ s 3�., g6e s �, 9 r k p3 ;: s� sse§L ps 92 b 5kUy �h l'�F �.#�'r+F k jimt K a E i s - k k z keg § E �s e �£'�are§ 9 =Jari d$ n��3�z _ ni.'�as ��5 �rJ73:e: ZONING REPORT Case # ZN8219 Applicant & Subject Property District: 2 Owner: The City of Corpus Christi Applicant: TG 110, Inc. Address: 2212 Morris Street, located along the located along the north side of Morris Street, south of Agnes Street, east of South Port Avenue, and west of Highway 286 (Crosstown Expressway). Legal Description: Various Tracts, See Metes and Bounds (Attachment B) Acreage of Subject Property: 3.42 acres Pre-Submission Meeting: February 27, 2024. Zoning Request From: "RS-6/SP" Single-Family 6 District/Special Permit, "Cl" Intensive Commercial District To: "RM-2" Multifamily District Purpose of Request: To develop multifamily housing for senior living. Land Development & Surrounding Land Uses Zoning District Existing Land Use Future Land Use "RS-6/SP" Single-Family Vacant Medium-Density Site 6/Special Permit, (Former Lamar Residential, Institutional "Cl" Intensive Commercial Elementary Site) North "RS-6" Single-Family 6 Vacant, Low-Density Medium-Density Residential Residential "RS-6" Single-Family 6, Vacant Low-Density South "RM-3" Multifamily, "Cl" Residential Medium-Density Residential Intensive Commercial Vacant, Low-Density "RS-6" Single-Family 6, Residential, Public Medium-Density East "RM-3" Multifamily Semi-Public (St. Residential, Institutional Joseph's Convent) "RS-6/SP" Single-Family Low-Density Residential, West 6/Special Permit Public Semi-Public Medium-Density Residential Plat Status: The subject properties are currently platted, however, the amendment to the existing zoning districts must precede the replat; the proposed development will require the property to be platted into one lot. Military Compatibility Area Overlay District (MCAOD, Effective August 22, 2022): The subject property is not within a MCAOD District. Code Violations: None. 2 Transportation and Circulation Morris Street Designation Section Proposed Section Existing 19t" Street "Local' 1 Lane & On-Street 1 Lane & On-Street Residential Parking Parking 50 feet 50 feet 20t" Street Transit: The Corpus Christi RTA provides service directly to the subject property via Route 21 Arbo/eda with stops along the east of 19t" Street and Mary Street. Bicycle Mobility Plan: A Buffered Bike Lane is planned adjacent to the subject property along the west side of 19t" Street. Utilities Gas: 2-inch WS lines bound the subject property. Stormwater: 18 and 24-inch RCP lines bound the subject property. Wastewater: 8 and 18-inch VCP lines bound the subject property. Water: 6-inch ACP lines both bound the subject property. Corpus Christi Comprehensive Plan (Plan CC) Plan CC: Provides a vision, goals, and strategies, to guide, regulate, and manage future development and redevelopment within the corporate limits and extraterritorial jurisdiction (ETJ) was adopted in 2016. ADP (Area Development Plan): According to Plan CC the subject property is located within the Westside Area Development Plan (Updated January of 2023). Water Master Plan: No improvements are proposed. Wastewater Master Plan: No improvements are proposed. Stormwater Master Plan: No improvements are proposed. Public Notification Number of Notices Mailed 76 within a 200-foot notification area 2 outside 200-foot notification area In Opposition 0 inside the notification area 0 outside the notification area 0% in opposition within the 200-foot notification area (0 individual property owners) Public Hearing Schedule Planning Commission Hearing Date: April 17, 2024 City Council 1st Reading/Public Hearing Date: June 11, 2024 City Council 2►,d Reading Date: June 18, 2024 3 Background: The subject properties are a part of the development of the former Lamar Elementary site, The Palms at Morris, which is utilizing grant funding through the City of Corpus Christi, Housing and Community Development. The project is a part of a comprehensive neighborhood revitalization strategy of infill housing development focused on meeting local housing affordability needs. The project has also received a resolution of support for a 9% Low-income Housing Tax Credit (No. 033296 dated 2/13/2024) The subject property consists of nine individual and vacant parcels, totaling 3.42 acres, zoned "RS-6/SP" Single-Family 6 with a Special Permit (Ordinance No. 032602 allowing for accessory parking use for a government facility) and "Cl" Intensive Commercial. The subject property is located along Morris, 191", and 20t" Streets. To the north, properties are zoned "RS-6" Single-Family 6 and vacant. To the south, properties are zoned "RM-3" Multifamily and "Cl" Intensive Commercial with uses being vacant and low-density residential. To the east, properties are zoned "RS-6" Single-Family 6 and "RM-3" Multifamily with vacant, low-density residential, public semi-public (St. Joseph's Convent) uses. To the west, properties are zoned "RS-6" Single-Family 6 and "RS-6/SP" (same special permit ordinance as the subject property). The applicant is requesting an amendment to the existing zoning to accommodate a multifamily development geared toward the senior living community. The "RM-2" Multifamily district permits apartments, single-family houses, two-family houses, townhouses, cottage housing developments, group homes, educational facilities, parks and open areas, and places of worship. Excerpt from the 2023 Request for Interest: Former Lamar Elementary Site & Neighborhood Parcels (Attachment A): "Currently vacant, the site that was once home to Lamar Elementary School which was originally part of the 1908 Eckerd Subdivision while parcels to the east of 19th Street are part of the 1929 Jasmin Subdivision. Narrow and deep single-family lots, typical of this time, are common throughout the neighborhood, though many lots have been combined over the decades to form larger parcels. Other neighborhood institutions include St. Joseph's Catholic Church, the Garcia Arts Center and Park, and educational facilities like the Marguerite Child Development Center and a charter high school. Lamar Elementary served many generations, starting in 1941. The school was closed in 2010 and later demolished in 2021 to make way for new development and neighborhood investment. Though no longer standing, the site still holds historical significance as the 1948 location of the meeting that formed the American GI Forum, the civil rights group founded by Dr. Hector P. Garcia. (Katheryn Cargo for the Caller Times, November 20, 2021)" Plan CC (City of Corpus Christi Comprehensive Plan) Consistency: The proposed rezoning is consistent with the following Elements, Goals and Strategies for Decision Makers: • Housing and Neighborhoods: o Quality housing meets the diverse needs of households at all income levels and all stages of the life cycle. 4 • Support the planning, regulatory, and funding initiatives needed to provide a diversity of housing types —rentals and ownership, market-rate, and assisted- to meet community needs. o Corpus Christi sustains and maintains established neighborhoods. ■ Support programs to encourage infill development and rehabilitate housing stock in established neighborhoods. • Future Land Use, Zoning, and Urban Design: o Corpus Christi development patterns support efficient and cost-effective use of resources and a high quality of life. ■ Encourage the protection and enhancement of residential neighborhoods. ■ Promote the stabilization, revitalization, and redevelopment of older neighborhoods. ■ Encourage orderly growth of new residential, commercial, and industrial areas. ■ Promote a balanced mix of land uses to accommodate continuous growth and promote the proper location of land uses based on compatibility, locational needs, and characteristics of each use. o Corpus Christi has well-designed neighborhoods and built environments. ■ Encourage residential infill development on vacant lots within or adjacent to existing neighborhoods. Westside ADP (Area Development Plan) and FLUM (Future Land Use Map) Consistency: The proposed rezoning is inconsistent with FLUM's designation of Medium-Density Residential as the rezoning would constitute high-density residential use. However, the proposed rezoning is consistent with the following vision themes and policy initiatives of the Westside ADP: • Continue to promote infill residential development. o Support housing agencies that build new homes in existing neighborhoods. • Encourage the development of various housing types to meet housing needs at multiple income levels. Staff Analysis: Staff reviewed the subject property's background information and the applicant's purpose for the rezoning request and conducted research into the property's land development history to include platting, zoning, existing surrounding land uses, and potential code violations. Staff compared the proposed zoning's consistency with the applicable elements of the comprehensive plan. As a result of the above analysis, staff notes the following: • The proposed rezoning is consistent with many goals of Plan CC (City of Corpus Christi Comprehensive Plan), however, is inconsistent with FLUM's (Future Land Use Map) designation of Medium-Density Residential. • The westside area lacks diversity in its housing options. Its constituents expressed a need for affordable housing. The City of Corpus Christi has identified the subject parcels as an ideal infill development opportunity that could expand such options. o The subject property, within an established neighborhood, has been vacant for many years. The infrastructure to support the development already exists. • The proposed development is keeping in character with adjacent and neighboring properties and density and will not have a negative impact on the surrounding uses and neighborhood. 5 • The "RM-2" Multifamily is determined to be ideal for infill development. Planning Commission and Staff Recommendation: After evaluation of case materials provided and subsequent staff analysis including land development, surrounding uses and zoning, transportation and circulation, utilities, Comprehensive Plan consistency, and considering public input, Planning Commission and staff recommends approval of the change of zoning from the "RS-6/SP" Single-Family 6 District with a Special Permit and the "Cl" Intensive Commercial District to the "RM-2" Multifamily District. Attachment(s): (A) Existing Zoning and Notice Area Map (B) Metes & Bounds Description and Exhibit (The Metes & Bounds Description and Exhibit are located in the June 11th meeting details for ZN8219 The City of Corpus Christi at https://corpuschristi.legistar.com/DepartmentDetail.aspx?ID=16850&GUID=A6DOB73D- 749A-4E86-8B51-441 C31 FAF5B1) (A) Existing Zoning and Notice Area Map C G - 2 1L 3 21 OW R J14 - 3 65 - - - - 20 117 �J r' T 12 PROPERTY 1[1 Jv 71 _ I"'I' FR1`_� '=I RM-3 48 R M-3 ! r 4- 45 -�-4 4 RS 6 41 51 i s 541 -i 1 46 5 7 �r CASE: ZN8219 Zoning and notice Area nlf+S '� 'W niaJ JY�IL Ca.:i:x�aila} fmA5lWf�i 4'JIT1cs RS-14 51 ale-Paul IY 10 •.""'.a' -� � _ '.tlYi-11yAT M5-0 51 my:--F--IIY® .2 La '..fl[1511t. . 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CASE: ZN8219 N WE Aerial View s s ® Subject G11 ass t Property a Ghr sti 13 e SUBJECT PROPERTY Citvof Esri, HERE Corpus LOCATION MAP Christi - .bus cx,� �o Nreoreroea 1852 AGENDA MEMORANDUM Public Hearing and First Reading for the City Council Meeting of June 11, 2024 Second Reading for the City Council Meeting of June 18, 2024 DATE: May 17, 2024 TO: Peter Zanoni, City Manager FROM: Al Raymond, Development Services Department Alraymond@cctexas.com (361) 826-3275 Rezoning for a property at or near 4458 Church Street CAPTION: Zoning Case No. ZN8242, Zumic Investments LLC (District 1). Ordinance rezoning a property at or near 4458 Church Street from the "RS-6" Single-Family 6 District to the "CN-1" Neighborhood Commercial District; providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval). SUMMARY: This item is to rezone the property to allow for commercial use; particularly, an office development. BACKGROUND AND FINDINGS: The subject property is a vacant and undeveloped half-acre, "RS-6" Single-Family 6 zoned, parcel out of the Shell Road Poultry Acres Subdivision, along Church Street, back-to-back to a property with common ownership along Violet Road, a secondary arterial right-of-way, and the future access road. County records indicate a surface- drainage easement along the western to the southwestern boundaries of the parcel, preventing access from Church Street. The subject parcel is within the remaining Shell Road Poultry Acres subdivision of 1930, and currently measures approximately 800 feet along the north side of Leopard Street, a secondary arterial road, and 1900 feet along the west side of Violet Road, a secondary arterial road, immediately south of IH 37's access road, at the end of Church Street. The remaining of the Shell Road Poultry Acres subdivision of 1930 and block, is characterized by "CG-2" General Commercial District parcels along Leopard Street, similarly along IH-37 , and "CN-1" Neighborhood Commercial Districts between the "CG-2" General Commercial Districts at the intersections along Violet Road, with a "RV" Recreational Vehicle District flag-parcel beyond, and a modest "RS-6" District beyond at the core. Immediately to the north of the subject property are parcels that are zoned "RS-6" Single-Family 6, "RV" Recreational Vehicle, and "CG-2" General Commercial District with low-density residential, vacancy, and commercial uses. To the east, the properties are zoned "CN-1" Neighborhood Commercial and "CG-2" General Commercial with commercial uses. To the south are properties are zoned "RS-6" Single-Family 6 and "CN-1" Neighborhood Commercial with commercial and low-density residential uses. The properties to the west are zoned "RS-6" Single-Family 6 District with low-density residential use. The applicant is requesting an amendment to the existing zoning to accommodate an office development. The "CN-1" Neighborhood Commercial District permits office uses, multifamily dwellings, certain indoor recreation uses, retail sales and service uses, medical facility uses, overnight accommodation uses, and restaurant uses less than 5,000 square feet in gross floor area. The proposed rezoning is consistent with many elements and goals of Plan CC; however, it is inconsistent with the FLUM designation of mixed use. Public Input Process: Number of Notices Mailed: 11 notices were mailed within the 200-foot notification area, and 0 outside the notification area. As of June 7, 2024: In Favor In Opposition 0 inside notification area 0 inside notification area 0 outside notification area 0 outside notification area A total of 0.00% of the 200-foot notification area is in opposition. ALTERNATIVES: None. FISCAL IMPACT: There is no fiscal impact associated with this item. RECOMMENDATION(April 17, 2024): Planning Commission and Staff recommend approval of the change of zoning from the "RS-6 " Single-Family 6 District to the "CN-1 " Neighborhood Commercial District. Vote Results For: 7 Against: 0 Absent: 2 Abstained: 0 LIST OF SUPPORTING DOCUMENTS: Ordinance Planning Commission Final Report Presentation - Aerial Map Zoning Case No. ZN8242, Zumic Investments LLC (District 1). Ordinance rezoning a property at or near 4458 Church Street from the "RS-6" Single-Family 6 District to the "CN-1" Neighborhood Commercial District; providing for a penalty not to exceed $2,000 and publication. (Planning Commission and Staff recommend approval). WHEREAS, with proper notice to the public, a public hearing was held during a meeting of the Planning Commission, during which all interested persons were allowed to appear and be heard; WHEREAS, the Planning Commission has forwarded to the City Council its final report and recommendation regarding the application for an amendment to the City of Corpus Christi's Unified Development Code ("UDC") and corresponding UDC Zoning Map; WHEREAS, with proper notice to the public, a public hearing was held during a meeting of the City Council, during which all interested persons were allowed to appear and be heard; WHEREAS, the City Council has determined that this rezoning is not detrimental to the public health, safety, or general welfare of the City of Corpus Christi and its citizens; and WHEREAS, the City Council finds that this rezoning will promote the best and most orderly development of the properties affected thereby, and to be affected thereby, in the City of Corpus Christi. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, THAT: SECTION 1. The Unified Development Code ("UDC") and corresponding UDC Zoning Map of the City of Corpus Christi, Texas are amended by changing the zoning on the subject property being Lot 713, Shell Road Poultry Acres, as shown in Exhibit "A", from: the "RS-6" Single-Family 6 to the "CN-1" Neighborhood Commercial District. The subject property is located at or near 4458 Church Street. Exhibit A, a map, is attached to and incorporated in this ordinance. SECTION 2. The UDC and corresponding UDC Zoning Map of the City, made effective July 1, 2011 and as amended from time to time, except as changed by this ordinance, both remain in full force and effect including the penalties for violations as made and provided for in Article 10 of the UDC. SECTION 3. To the extent this amendment to the UDC represents a deviation from the City's Comprehensive Plan, the Comprehensive Plan is amended to conform to the UDC, as it is amended by this ordinance. SECTION 4. All ordinances or parts of ordinances specifically pertaining to the zoning of the subject property that conflict with this ordinance are hereby expressly superseded except for the Military Compatibility Area Overlay Districts. This ordinance does not amend or supersede any Military Compatibility Area Overlay Districts, which, as adopted by Ordinance#032829, remain in full force and effect. SECTION 5. A violation of this ordinance, or requirements implemented under this ordinance, constitutes an offense punishable by a fine not to exceed $2,000.00 for each offense; as provided in Article 1, Section 1.10.1 of the UDC, Article 10 of the UDC, and/or Section 1-6 of the Corpus Christi Code of Ordinances. SECTION 6. Publication shall be made in the official publication of the City of Corpus Christi as required by the City Charter. SECTION 7. This ordinance shall become effective upon publication. Introduced and voted on the day of , 2024. PASSED and APPROVED on the day of , 2024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary Page 2 of 3 Exhibit A RV C G-2 SUBJECT PROP,ERTY RS VZ' CN- 1 a �o RS 6 RS-6 �Me F� C N- 1 f,L CASE: ZN8242 SUBJECT PROPERTY WITH ZONING R' L Subject Property A-, Aµ k1o..se rime, It L— A NCusvw U�sura t� A. Apr Mouse D�se.ct t2 LOMk + Dot1 w. A.2 APnrt.n„busa D— F] Na 4Wv,el Dame +> AR P - --,0---D:svts PIIFI Planed Um 0..i Pmern ' AT Apypt<nl-Tpw.y,D— R-IA Om Fancy owe"D� ✓ Rush R.9-, NMErla,oJ D— ,B 0—Frwyy Ow.1-0— F 1 agNeplNr Rlyerss Dane RAC Cne FaeJy owe"Dim -! B-2 Bayf+aa Bwtess D+sn t R-2 MApk D—W Da -- R-2A Bamei Writ Ruti„ass D— R11 Dna F—Wy Dwe q Dis— R, RF Resafermnl F9ardAsors SUBJECT e4 cr,ra,Buerasa D� R-TM TsrYnuse D..&v D. PROPERTY B-S P,anary 81—D— SP Spasal P~ —_ R6 R, Rtm—C Dam Tto T—Tr Pr Duns BD C�CA aA Beall Drip.D=s, T-,B Mtwdscwe9 H( Pri Darn City of ESai.HERE F.F{ Fam+Ruy Dwea T-,c a.nna ,ae Mnrtr s:..�•,..•_. us LOCATION MAP RG HsnrralLtiral Lr,ieark D,sY,s COC, rlti[] Praa.rea6rt Page 3 of 3 ZONING REPORT Case # ZN8242 Applicant & Subject Property District: 1 Owner: Zumic Investments LLC Applicant: Brister Surveying Address: 4458 Church Street, located along the south side of Church Street, north of Leopard Street, south of Interstate 37 (IH-37), east of Hart Road, and west of Violet Road. Legal Description: Lot 713, Shell Road Poultry Acres Acreage of Subject Property: 0.5 acre(s) Pre-Submission Meeting: March 1 , 2024 Zoning Request From: "RS-6" Single-Family 6 District To: "CN-1" Neighborhood Commercial District Purpose of Request: To allow for commercial use; particularly, office development. Land Development & Surrounding Land Uses Zoning District Existing Land Use Future Land Use Site "RS-6" Single-Family 6 Vacant "RS-6" Single-Family 6, Low-Density Residential, North "RV" Recreational Vehicle, Vacant, "CG-2" General Commercial Commercial "CN-1" Neighborhood Commercial, South Commercial, Vacant Mixed-Use "RS-6" Single-Family 6 "CG-2" General Commercial, East "CN-1" Neighborhood Commercial Commercial Vacant, West "RS-6" Single-Family 6 Transportation, Low-Density Residential Plat Status: The subject property is platted per MRNCT (Map Records of Nueces County, Texas) Volume 62, Page 173. The amendment to the existing zoning district must precede the plat; the proposed development will require the property be platted into one lot. Military Compatibility Area Overlay District (MCAOD, Effective August 22, 2022): The subject property is not within a MCAOD District. Code Violations: None. Transportation and Circulation Designation Section Proposed Section Existing Church Street "Local' 1 Lane & On-Street 1 Lane & On-Street Residential Parking, Parking, 50 feet 50 feet Transit: The Corpus Christi RTA provides service to the subject property via Route 27 Leopard with stops inbound and outbound near Leopard Street and Church Street. Bicycle Mobility Plan: The subject property is approximately 200 feet away from a proposed One-Way Cycle Track on both sides of Violet Road, west of the subject property, to a Bike Boulevard along Timbergrove Lane. Utilities Gas: 4-inch WS type line exists along north side of Violet Road. Stormwater: 24-inch RCP line exists along the north side of Violet Road. Wastewater: 8-inch VCP line exists along the north side of Violet Road. Water: 6-inch ACP line exists along the south sides of Church Street and Violet Road. Corpus Christi Comprehensive Plan (Plan CC) Plan CC: Provides a vision, goals, and strategies to guide, regulate, and manage future development and redevelopment within the corporate limits and extraterritorial jurisdiction (ETJ) was adopted in 2016. ADP (Area Development Plan): According to Plan CC the subject property is located within the Northwest Area Development Plan (Adopted on January 9, 2001). Water Master Plan: No improvements have been proposed. Wastewater Master Plan: No improvements have been proposed. Stormwater Master Plan: No improvements have been proposed. Roadway Master Plan: Intersection improvements at Violet Road and Leopard Street have been proposed. Public Notification Number of Notices Mailed 11 within a 200-foot notification area 0 outside 200-foot notification area In Opposition 0 inside the notification area 0 outside the notification area 0% in opposition within the 200-foot notification area (0 individual property owner) Public Hearing Schedule Planning Commission Hearing Date: April 17, 2024 City Council 1st Reading/Public Hearing Date: June 11, 2024 City Council 2►,d Reading Date: June 18, 2024 Background: The subject property is a vacant and undeveloped half-acre, "RS-6" Single-Family 6 zoned, parcel out of the Shell Road Poultry Acres Subdivision, along Church Street, back-to-back to a property with common ownership along Violet Road, a secondary arterial right-of-way, and the future access road. County records indicate a surface-drainage easement along the western to the southwestern boundaries of the parcel, preventing access from Church Street. The subject parcel is within the remaining Shell Road Poultry Acres subdivision of 1930, and currently measures approximately 800 feet along the north side of Leopard Street, a secondary arterial road, and 1900 feet along the west side of Violet Road, a secondary arterial road, immediately south of IH 37's access road, at the end of Church Street. The remaining of the Shell Road Poultry Acres subdivision of 1930 and block, is characterized by "CG-2" General Commercial District parcels along Leopard Street, similarly along IH-37 , and "CN-1" Neighborhood Commercial Districts between the "CG-2" General Commercial Districts at the intersections along Violet Road, with a "RV" Recreational Vehicle District flag- parcel beyond, and a modest "RS-6" District beyond at the core. Immediately to the north of the subject property are parcels that are zoned "RS-6" Single- Family 6, "RV" Recreational Vehicle, and "CG-2" General Commercial District with low-density residential, vacancy, and commercial uses. To the east, the properties are zoned "CN-1" Neighborhood Commercial and "CG-2" General Commercial with commercial uses. To the south are properties are zoned "RS-6" Single-Family 6 and "CN-1" Neighborhood Commercial with commercial and low-density residential uses. The properties to the west are zoned "RS-6" Single-Family 6 District with low-density residential use. The applicant is requesting an amendment to the existing zoning to accommodate an office development. The "CN-1" Neighborhood Commercial District permits office uses, multifamily dwellings, certain indoor recreation uses, retail sales and service uses, medical facility uses, overnight accommodation uses, and restaurant uses less than 5,000 square feet in gross floor area. Plan CC (City of Corpus Christi Comprehensive Plan) Consistency: The proposed rezoning is consistent with the following Elements, Goals and Strategies for Decision Makers: • Housing and Neighborhoods: o The design of new developments promotes a broader sense of neighborhood and community rather than creating isolated subdivisions or apartment complex developments with a lack of interconnection. ■ Encourage appropriate transitions between commercial and residential developments and between high and low-density residential developments. • Transportation & Mobility: o Corpus Christi has an efficient and safe transportation network, including bicycles, pedestrians, public transportation, aviation, shipping, trucks, and automobiles, that is integrated with land uses and promotes transportation choice, healthy lifestyles, sustainable development patterns, and economic development. ■ Promote desirable patterns of development consistent with the Urban Transportation and Future Land Use Plans. • Future Land Use, Zoning, and Urban Design: o Corpus Christi development patterns support efficient and cost-effective use of resources and a high quality of life. ■ Encourage orderly growth of new residential, commercial, and industrial areas. ■ Promote a balanced mix of land uses to accommodate continuous growth and promote the proper location of land uses based on compatibility, Iocational needs, and characteristics of each use. o Corpus Christi has well-designed neighborhoods and built environments. ■ Encourage the design of commercial centers in a manner that minimizes the impacts of automobile intrusion, noise, and visual blight on surrounding areas. ■ Screening fences, open spaces, or landscaping can provide an essential buffer between shopping and residential areas. Northwest ADP (Area Development Plan) and FLUM (Future Land Use Map) Consistency: The proposed rezoning is inconsistent with the FLUM designation of Mixed Use; however, is consistent of the Northwest ADP; specifically, the following policy statement. • The expansion of business uses along Northwest Boulevard (Farm to Market Road 624) or any other arterial street should be planned and zoned so that the traffic carrying capacity of the street is protected. Staff Analysis: Staff reviewed the subject property's background information and the applicant's purpose for the rezoning request and conducted research into the property's land development history to include platting, zoning, existing surrounding land uses, and potential code violations. Staff compared the proposed zoning's consistency with the applicable elements of the comprehensive plan. As a result of the above analysis, staff notes the following: • The proposed rezoning is consistent with many elements and goals of Plan CC; however, it is inconsistent with the FLUM designation of mixed use. o With the inconsistency of the subject request with the designated FLUM, and in determining a recommendation, staff considered the framework for the mixed- use allocation in the area, and the propensity for transformation. • Staff noted that most of the parcels along Church Street, the frontage of the subject property, have been developed with conforming single-family uses, and while the UDC will ensure compatibility through its prescriptive buffers and by prohibiting commercially-generated vehicular traffic on Church Street, site attributes will further reduce the impact of this office development with Church Street as a buffer and the 50- foot drainage easement hosting an open ditch along Church Street. Staff Recommendation: After evaluation of case materials provided and subsequent staff analysis including land development, surrounding uses and zoning, transportation and circulation, utilities, Comprehensive Plan consistency, and considering public input, Planning Commission and staff recommends approval of the change of zoning from the "RS-6" Single-Family 6 District to the "CN-1" Neighborhood Commercial District. • The rezoning request is consistent with many elements of the Comprehensive Plan. • The request is compatible with the present zoning and conforming uses of nearby property and with the character of the surrounding area. • The subject property is suitable for uses permitted by the zoning district that would be applied by the proposed amendment. • The Zoning Map amendment will not have a negative impact upon the surrounding neighborhood. Attachment(s): (A) Existing Zoning and Notice Area Map. (A) Existing Zoning and Notice Area Map RV 8 CG-2 11 � 2 SUBJFC�T PROP,FR�T�Y RS•-6 10 x� s t1 ' 3 F, 9 �r 6 C N 1 a RS 6 5 4 RS- 6 12 c� o�� C N- 1 ti CASE: ZN8242 Zoning and notice Area e RM-1 Multdamily 1 IL Light Industrial RM-2 Multi(amlly2 IH Heavy Industrial ` y RM.3 Multifamily 3 PUD Planned Unit D.,Overlay ON ProfessionalOM ce RS-10 Single-Family 10 RMAT MuhiFamily AT RSA Singly-Family S CN-1 Neighborhood Commercal RS4.5 5ingls-Famiy 4.5 CN-2 Neghborhood Commercial RS-TF Two-Family e CR-1 Resort Commercial RS-15 single-Family 15 CR-2 Resort Commercial RE Residemiel Estate s CG-1 General Commerei-I RS-TH Townhouse �+~ CG-2 General Commercial SP Special Peones CI Intensive Commercial RV Recreational Vehicle Park CEO Downtown Commercial RMH Manufactured Home - CR-3 Resort Commercial FIR Farm H Historici.0varlay SUBJECT BP Busira.-Park YW .a PROPERTY 0 scnpcf P-paey ow„ars wi'h 2f50'brdrar O favor �. 4OwrrerswAh.200'btedvn X, 0-- Cityof Esri,HERE — afrechedcwre wtabla � - Corpus LOCATION MAP C1lrititi CU N c O .� O ^ � N U � •i 0 �, (D E p _ • o � � LL � t� v � >o. 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Irv. { T e � a i ,i 5 , [ r Y - PROPERT ��r"� mot. I ! OP 4 . CASE: ZN8242 N 5 ti W E Aerial View - S. ® Subject Property -- SUBJECT 6 PROPERTY Cityof Esri, HERE Corpus LOCATION MAP Christi SC G� 0 � N U NflflPOflPY�� AGENDA MEMORANDUM 1852 Action Item for the City Council Meeting of June 11, 2024 DATE: June 11, 2024 TO: Peter Zanoni, City Manager FROM: Jeff H. Edmonds, P.E., Director of Engineering Services 0effreyea-cctexas.com (361) 826-3851 Nick Winkelmann, P.E., Interim Director of Water Systems and Support Services nickwa-cctexas.com (361) 826-1796 Josh Chronley, CTCD, Assistant Director of Finance & Procurement 0oschc2a-cctexas.com (361) 826-3169 Construction Contract Award Wesley Seale Dam Instrumentation Rehabilitation CAPTION: Motion awarding a construction contract to Associated Construction Partners, Ltd., Boerne, Texas, for the Wesley Seale Dam Instrumentation Rehabilitation project to upgrade and modernize the dam monitoring instrumentation system in an amount of $3,280,300.00, with funding available from the Water CIP Fund. SUMMARY: This motion approves a construction contract for the Wesley Seale Dam Instrumentation Rehabilitation project. The project includes the rehabilitation and modernization of the dam monitoring instrumentation system which is critical to dam safety and operations. BACKGROUND AND FINDINGS: The Wesley Seale Dam is located on the Nueces River, four miles west of Mathis, Texas, at the intersection of Live Oak, San Patricio, and Jim Wells counties which is about 32 miles northwest of the City of Corpus Christi. The dam is owned and operated by the City of Corpus Christi and impounds Lake Corpus Christi, which is used for municipal water supply and recreational purposes. At full capacity, the lake stores approximately 256,338 acre-feet of water with a surface area of 19,251 acres at a lake level 94 feet above sea level. The dam was commissioned on April 26, 1958, with earthen embankment sections, two concrete spillways and 60 crest gates with dam safety monitoring instrumentation. The crest gates are used when excessive water needs to be released during flood events. This project fully rehabilitates and modernizes the dam safety system which protects the structures and monitors any movement of the concrete spillways and embankment sections with respect to variable lake level and water releases. The system consists of extensometers, piezometers, relief wells and other instrumentation which was last upgraded more than 20 years ago. These are critical items supporting the monitoring of a critical structures. Extensometers measure the movement of the dam at the buttresses which transfer the load from the lake to the ground. At each spillway movement is measured by either extensometers at the downstream base or tiltmeters at the downstream top. The project also includes the cleaning and evaluation of the existing piezometers, relief wells, horizontal drains, etc. and upgrading the security video system. Piezometers identify failure modes such as sliding or overturning by monitoring uplift pressures in the various underlying soil layers beneath the dam. Relief wells must function properly as they are meant to relieve pressures in lower layers by releasing the pressure downstream in a controlled manner. Several processes will also be automated including precision surveying. A new survey system will Include a permanent total station to laser survey the upstream face and other specific locations of the dam with high precision. The survey information will be recorded and captured as part of the instrumentation system. The system will provide an alert to operators if movement outside of normal parameters is recorded. Specifically, this project consists of the following tasks: • Installation of instrument panel power supply for data collection, and communications equipment. • Installation of new fiber optic cable (FOC) conduits and FOC communication cables and patch panels. • Installation of new stationary total station survey system, related wiring and components, and protective enclosure structure • Installation of new vibrating wire extensometers. • Installation of new vibrating wire piezometers. • Installation of new wire leads from the instrumentation to their panels. • Integrate monitoring instrumentation data into the CCW SCADA system. • Installation of new vibrating wire tiltmeters and related conduits and wiring. • Cleaning and video surveying relief wells and discharge lines. • Cleaning and treating specific identified piezometers. • Cleaning and video surveying horizontal drains. • Providing a new inclinometer probe. • Install new FOC and cabinets to support upgraded Homeland Security video camera monitoring. • Replace the twenty-two (22) year-old FOC the dam-wide Homeland Security Camera system. • Installation of new monitoring instruments on each spillway called tilt-meters to monitor the downstream portion of the spillway. PROJECT TIMELINE: October - January M A M J July - July Design Bid/Award Construction Projected Schedule reflects City Council award in June 2024 with anticipated construction completion by July 2025. COMPETITIVE SOLICITATION PROCESS: The Contracts and Procurement Department issued a Request for Bid on March 6, 2024 and the City received two bids. City analyzed the bids in accordance with the contract documents and determined that Associated Construction Partners, Ltd., is the lowest responsive and responsible bidder. A summary of the bids is provided below: BID SUMMARY CONTRACTOR BASE BID Associated Construction Partners, Ltd. $3,280,300.00 Hydro2Geotech LLC $3,897,600.00 Engineer's Opinion of Probable Construction Cost $1,898,490.00 The Engineer's Opinion of Probable Construction Cost is lower than the bids received due to the complexity of the project and the requirement for a diversity of specialized subcontractors working under one general contractor. Pricing increases were also found to be greater for the electronic monitoring equipment such as the tiltmeters, the total surveying station, and SCADA than was anticipated by the design engineer. Associated Construction Partners, Ltd., has significant experience working on City projects and has successfully completed Laguna Madre WWTP Rehabilitation, Holly and Rand Morgan Elevated Storage Tanks Implementation, and Everhart Staples Lift Station. ALTERNATIVES: City Council could choose not to award the construction contract to the low bidder, Associated Construction Partners, Ltd. This would delay needed improvements and deter the effectiveness and compliance of dam safety operations at the Wesley Seale Dam. FISCAL IMPACT: The fiscal impact for FY 2024 is an amount of$3,280,300.00 with funding available from the Water Capital Fund. The shortfall in funding will be transferred from the reserve. FUNDING DETAIL: Fund: WTRCP RR 032950 2023 (Fund 4487) Department: Water (45) Organization: Grants & Capital Projects Funds (89) Project: Wesley Seale Dam Instrumentation Rehabilitation (Project No. 20258) Account: Construction (550910) Activity: 20258-A-4487-EXP Amount: $3,280,300.00 RECOMMENDATION: Staff recommends awarding a construction contract to Associated Construction Partners, Ltd., for the Wesley Seale Dam Instrumentation Rehabilitation project in the amount of $3,280,300.00. The construction duration is planned for 12 months from issuance of Notice to Proceed to begin construction in July 2024. 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Z m o m a a a a a a LL E N LOCATION MAP 37 fills NOT TO SCALE / W E LAKE CORPUS na MATHIS C� w d ' 37 # .fy ! 4 59 WILDERNESS `- . 3 -* LAKES RV RESORT .�.; '` y, PROJECT LOCATION ` PARK ROAD 25 A. PROJECT LOCATION p r�i NUECES RIVER ; i - WESLEY E. SEALE DAM A . Al 166 VICINITY MAP NOT TO SCALE PROJECT NUMBER: 20258A WESLEY E. SEALE DAM CITY COUNCIL EXHIBIT CITY OF CORPUS CHRISTI,TEXAS INSTRUMENTATION REHABILITATION DEPARTMENT OF ENGINEERING SERVICES Capital Improvement Flan 2024 t1m, 2026 City of Corpus Christi, Texas Project# 20258 Project Name Wesley Seale Dam Instrumentation Rehabilitation r Type Improvement/Additions Department Water Department Useful Life 25 years Contact Director of Water Utilities Category Water Supply Priority Critical-Asset Condition\longevity Council District Outside City Limits Status Active Description This project provides for improvements to original instrumentation system including integration with O.N. Stevens WTP process controls in response to previous inspection and priority investment recommendations into the system. This project will protect integrity of Wesley Seale Dam system(1957),to provide for proper inspection and updated regulatory reports per TCEQ and preserve a steady flow of dam stability data over time to better inform future maintenance and repair decisions. Justification This project will improve reliability,comply with state requirements for high hazard dam owners and reduce costs.This project is required by TCEQ. Expenditures Prior Years 2024 2025 2026 Total Construction/Rehab 2,500,000 500,000 3,000,000 Inspection 100,000 150,000 250,000 Design 370,107 370,107 Eng,Admin Reimbursements 32,000 210,000 215,000 457,000 Total 402,107 2,810,000 865,000 4,077,107 Funding Sources Prior Years 2024 2025 2026 Total Revenue Bonds 402,107 2,810,000 865,000 4,077,107 Total 402,107 2,810,000 865,000 4,077,107 Budget Impact/Other 71 An assessment will be done upon completion of project to determine maintenance costs. This project is required by TCEQ. 354 •rl Q � � V Q � � � O T, Im cn C U � w Z).. utu 0 COo w U) a � zW w o> 10 J(7 W Q 0y M U� z O U s > o ° w Q U 4-j ° Q •r1 (O m \ C - \� ]k OL /� ° \ - � � ° � � { © \( \( )| , - ()) :- � 4 � < 90 - m --°-` \- � 4-j20_ #e, 3: � " \�( . . . a% !C • � . - �+ � e& %: 2& &; §/, , 75 75 U en V tO CL 1- bb U tU O O o � 3 u � •bJD � o �' �� U) O 75 Q •o p j � U w � � OVA o U a) � C.) 4.j U bC j OC) -4- C.) 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Edmonds, P. E., Director of Engineering Services 0effreyea-cctexas.com (361) 826-3851 Ernesto De La Garza, P.E., Director of Public Works ernestod2a-cctexas.com (361) 826-1677 Josh Chronley, CTCD, Assistant Director of Finance & Procurement 0oshc2Cu)-cctexas.com (361) 826-3169 Construction Contract Award Yorktown Boulevard — Rodd Field Road to Oso Creek Bridge (Bond 2022, Proposition A) CAPTION: Motion authorizing a construction contract to JE Construction Services, LLC in an amount of $25,532,307.00 for the reconstruction of Yorktown Boulevard from Rodd Field Road to Oso Creek Bridge, with new concrete pavement, sidewalks, curbs and gutters, installation of ADA- compliant curb ramps, signage, pavement markings, upgraded street illumination and traffic signals, and Utilities improvements, located in Council Districts 5 with FY 2024 funding available from the Street Bond 2022, Storm Water, Water, Wastewater and Gas Funds. SUMMARY: This motion awards a construction contract to JE Construction Services, LLC for the complete reconstruction of Yorktown Boulevard from Rodd Field Road to Oso Creek Bridge. The existing roadway will be demolished and rebuilt with new concrete pavement, curbs and gutters, sidewalks, ADA-compliant curb ramps, signage, pavement markings, traffic signals and streetlight improvements. In addition to surface improvements, the project includes stormwater, water, wastewater, and gas infrastructure improvements. BACKGOUND AND FINDINGS: Yorktown Boulevard between Rodd Field Road to the Oso Creek Bridge is classified as an Arterial roadway (A-3) and is 1.50 miles in length. Yorktown Boulevard from Rodd Field Road to Geiger Drive consists of the recently improved street section from the Rodd Field Road improvements project. Yorktown Boulevard from Geiger Drive to Oso Creek Bridge consists of a two-lane asphalt roadway with no shoulders or sidewalks. The average lane width of Yorktown Boulevard within the project area is approximately 10 feet with overhead electric lines and roadside ditches line both sides of roadway. The scope of this project consists of complete street reconstruction and utility improvements. Street improvements include the reconstruction and widening of the existing 2-lane roadway with four (4) 12' travel lanes with new concrete pavement, a grassed median, sidewalks, curbs and gutters, installation of ADA-compliant curb ramps, signage, pavement markings, upgraded street illumination and new traffic signals. Utility improvements include storm water improvements, specifically the installation of an underground storm water collection system, water improvements, wastewater improvements, gas improvements, and I.T. infrastructure improvements. PROJECT TIMELINE: 1 1 1 12024 - 2027 July - March April - June July - August Design Bid/Award Construction Project schedule reflects City Council award in June 2024, with anticipated completion by August 2027. COMPETITIVE SOLICITATION PROCESS The Contracts and Procurement Department issued a Request for Bids in April 2024 for the proposed Yorktown Boulevard construction project. The solicitation included two base bids: one for Hot Mix Asphalt Concrete (HMAC) pavement and another for Portland Cement Concrete (Concrete) pavement based on the City Council Policy 28 for Bond 2020 projects. On May 8, 2024, the City received six bids for the project: three for Base Bid No. 1 (HMAC) and three for Base Bid No. 2 (Concrete). A summary of the bids is provided below. Bidder Base Bid No.1 Base Bid No. 2 (HMAC) (Concrete) 1 JE Construction Services, LLC $26,427,181.00 $25,532,307.00 2 Reytec Construction Not Bidding $26,357,451.65 3 Anderson Columbia CO., INC. $26,949,454.50 Not Bidding 4 Bay Ltd $28,234,061.35 $29,431,538.45 Engineer's Opinion of Probable Construction Cost $27,362,773.88 $26,993,230.80 Council Policy 28 allows awarding up to $125,000 per lane-mile more to get the concrete pavement. The received bid for concrete pavement is lower than the asphalt pavement. Hence after thoroughly reviewing the bid proposals, Council Policy 28 and the necessary additional documentation, City staff has determined that JE Construction Services. LLC is the lowest responsible bidder and meets all requirements for the award of the project. Consequently, City staff recommend awarding Base Bid No. 2 (Concrete) to JE Construction Services, LLC in an amount of$25,532,307.00. JE Construction Services, LLC has successfully completed and been recently awarded numerous construction projects with the City of Corpus Christi. Some of the notable street projects include Wooldridge Road (Cascade Dr to Everhart Rd), Waldron Road (SPID to Purdue), Long Meadow drive (St Andrews Dr to Hunt Dr), Jackfish Avenue (End of Aquarius Street to Park Road 22), Trinity River Drive (FM 624 to Wood River Drive) ALTERNATIVES: Council could choose not to award the contract to JE Construction Services, LLC. This would delay the project and conflict with City Council's goal to expedite street projects with Bond Funds. FISCAL IMPACT: The item proposes to award a construction contract to JE Construction Services, LLC in the amount of$25,532,307.00 for the reconstruction of Yorktown Boulevard from Rodd Field Road to Oso Creek Bridge. Project funds are available in Street Bond 2022 and FY2024 Storm Water, Wastewater, Water and Gas. Funding Detail: The Capital Improvement Program (CIP) shows the project is currently scheduled to begin construction in FY 2024. The project is ready to be implemented. Fund: 2023 GO Bd22 Prop A - Streets (Fund 3561) Department: Streets (33) Organization: Grants & Capital Projects (89) Project: Yorktown (Rodd Field to Oso Creek Bridge (Project No. 21066) Account: Construction Contract (550910) Activity: 21066 Amount: $15,541,109.33 Fund: STWCP RR 032950 2023 (Fund 4536) Department: Storm Water (47) Organization: Grants & Capital Projects (89) Project: Yorktown (Rodd Field to Oso Creek Bridge (Project No. 21066) Account: Construction Contract (550910) Activity: 21066 Amount: $6,109,567.72 Fund: WATER 2023 CIP (Fund 4486) Department: Water (45) Organization: Grants & Capital Projects (89) Project: Yorktown (Rodd Field to Oso Creek Bridge (Project No. 21066) Account: Construction Contract (550910) Activity: 21066 Amount: $2,306,754.77 Fund: WWWCP RR 032950 2023 (Fund 4260) Department: Wastewater (46) Organization: Grants & Capital Projects (89) Project: Yorktown (Rodd Field to Oso Creek Bridge (Project No. 21066) Account: Construction Contract (550910) Activity: 21066 Amount: $1,246,478.65 Fund: Gas 2023 CIP (Fund 4562) Department: Gas (11) Organization: Grants & Capital Projects (89) Project: Yorktown (Rodd Field to Oso Creek Bridge (Project No. 21066) Account: Construction Contract (550910) Activity: 21066 Amount: $328,396.53 Overall Total $25,532,307.00 RECOMMENDATION: Staff recommends awarding construction contract to JE Construction Services, LLC for the reconstruction of Yorktown Boulevard from Rodd Field Road to Oso Creek Bridge in an amount of $25,532,307.00 with construction duration planned for 37 months from issuance of the Notice to Proceed with construction starting in July 2024 and completed by August 2027. 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Type Improvement/Additions Department Public Works � ,�' Useful Life 25 years Contact Director of Public Works ` Category Street-Rehabilitation Priority Critical-Condition\longevity Council District 5 Status Active Description This project consists of reconstruction of existing 2-lane roadway with new 4-lane roadway (2-lanes in each direction), curb and gutter, sidewalk,install ADA compliant curb ramps, signage,pavement markings, storm drainage improvements,utility improvements and upgrade/ add street illumination as needed. This project is currently scheduled to begin FY 2024. Justification This project will replace aging utilities where applicable,improve the road to accommodate heavier traffic flows and provide a safer driving experience. Expenditures Prior Years 2024 2025 2026 Total Construction/Rehab 9,180,000 9,180,000 18,360,000 Design 1,710,000 1,710,000 Storm Water-St. 708,468 3,285,000 3,285,000 7,278,468 Wastewater-St 141,439 2,050,000 2,050,000 4,241,439 Water-St. 297,208 2,050,000 2,050,000 4,397,208 Gas-St. 131,338 200,000 200,000 531,338 Eng,Admin Reimbursements 330,000 1,580,000 1,580,000 3,490,000 Total 3,318,453 18,345,000 18,345,000 40,008,453 Funding Sources Prior Years 2024 2025 2026 Total G.O. Bond 2022 10,000,000 10,000,000 20,000,000 G.O. Bond 2020 1,900,000 1,900,000 Revenue Bonds 1,418,453 8,345,000 8,345,000 18,108,453 Total 3,318,453 18,345,000 18,345,000 40,008,453 Budget Impact/Other 71 There is no projected operational impact with this project,at this time.Once the project is completed it will be added to the Street Preventative Maintenance Program. 276 ,r Project Location d t � - 7 n Location Map' D •1 17 • t3 All Zvi- �Fi tf�L O O N r rP' 'r tz RgHC RANCHOwVISTA E c EMU p' y0 ;4LATITUDE A W FORT GRIFFEN FORT GRIFFENZ N GREYSTONE j GEIGER Z ? LANDS END -` LA LA cC F�'�• `� .. ,PRISGIL'LA iin`' �� `O�P� i � � LA/ CATTLEMEN _ RODD FIELD "1 [ ' w . RODD FIELD �--� PROJECT; NO. 21066 YORKTOWN - RODD FIELD TO CITY COUNCIL EXHIBITCITY OF CORPUS OSO CREEK BRIDGE DEPARTMENT OF ENGINEERING SERVICES cn V) r � 1 Wo © C T� N UW •� � N > U o 0 � � U op � o o � o � w 'V.a► L _ L•i U U� a Of O= U W �Pr N'dI'.IJl j . w m qa PSIF[1 � K n r f qm, O W =.aA d if I � � x Nf17 H`31H Z x �� a 'NM0119 7 00 s _ O 2� J fY W I7 LF CL •p.� v = _ z Ir � O o Y O S U 0 4 a J } L•� CL (� u� o� oc , O c�W p ,� (75 U bO • .� A . b U bO •bO 16.4 16.4 V � � a U � r 7Co� *!l w' U W^' LA Y=/ O= U u, Ln = N 3 0 •� O _ M 73 U Ca Q �+ U _ Ln E V Q U U �-+ in V � Q L (V O to 'O L 3 � se 0 0 PH o AGENDA MEMORANDUM NCORPO0.1¢ Action Item for the City Council Meeting June 11, 2024 1852 DATE: June 11, 2024 TO: Peter Zanoni, City Manager FROM: Jeff Edmonds, P.E., Director of Engineering Services JeffreyEa-cctexas.com (361) 826-3500 Ernesto De La Garza, P.E., Director of Public Works ernestod2(u-)cctexas.com (361) 826-1677 FY2023 Budget Appropriation Huntwick Avenue — South Staples to HEB to replace asphalt with Concrete Pavement CAPTION: Resolution approving the Corpus Christi Type B Corporation's approval of the Huntwick Avenue reconstruction project from South Staples Street to the Pavement Change in the amount of $2,500,000.00. (District 5) SUMMARY: This ordinance authorizes the design and construction funding for the reconstruction of Huntwick Avenue — South Staples Street to HEB to replace asphalt with Concrete Pavement. The project improvements include new concrete pavement reconstruction with curb and gutter, sidewalks, pedestrian ADA improvements, signs, pavement markings, and necessary utilities upgrades. BACKGROUND AND FINDINGS: In FY2024, Type B budget funding available for streets was appropriated for use in the Williams Road extension and drainage improvements in support of future economic development in the area. The project is still in the preliminary stages and the full amount budgeted will not be needed in the current fiscal year. Huntwick Avenue from South Staples to HEB is classified as a local Collector (C -1) street approximately 600 feet long and 40 feet wide. Constructed with asphalt in 1995, the pavement has significantly deteriorated. Huntwick Avenue is a vital access point to HEB Plus that experiences substantial traffic demand. The existing pavement contains various failures including alligator cracking, block cracking, longitudinal and traverse cracking, edge cracks, potholes, depressions, and raveling. The street is covered with patches of different colors from various repairs over time, leading to a significant decrease in the overall integrity of the pavement structure and a lower level of service. The proposed project will replace the existing asphalt pavement with new concrete pavement. It includes new driveways, replacing storm inlets, ADA-compliant pedestrian enhancements, as well as new signs, and pavement markings. The existing utilities under the roadway were installed in 1995 and are relatively new. The existing underground utilities will not be replaced other than the two storm inlets. There are no major utilities upgrade costs associated with the project. This reconstruction project for Huntwick Avenue is crucial for the city and the project supports continued economic development and commercial growth. HEB Plus is a major local business attracting substantial traffic and bolstering the city's economy. By reconstructing the road with durable concrete pavement, the project aims to improve traffic flow, enhance safety for both motorists and pedestrians, and enhance the area's overall aesthetic appeal. Additionally, integrating the new concrete pavement of Huntwick Avenue with the existing pavement of HEB Plus will create a seamless, cohesive roadway, positively reflecting on the city's infrastructure and supporting the ongoing growth and prosperity of the local community. The requested $2,500,000 will be allocated from the FY24 budget for the Huntwick project and the $2,500,000 will be budgeted in the FY25 budget for the William Rd project. A Public Hearing for the use of Streets Funds was held on April 15, 2024 at the Corpus Christi B Corporation —Type B Meeting and the project was approved by the Board. ALTERNATIVES: The alternative is to reject the request for funding. This will result in the continued deterioration of the urgent scope items and conflict with City Council's goal to expedite street infrastructure improvements. FISCAL IMPACT: The fiscal impact in FY 2024 is a reallocation of$2,500,000 from Williams Rd project to the Huntwick project. This action does not increase the total funding appropriated from the Type B Streets Fund. Funding Detail: Fund: 3250—Streets B Corp CIP Fund Organization/Activity: 89 Department: 33 - Streets Project # (CIP Only): 24037— Huntwick Ave. (S. Staples St. to Pavement Change) Amount: $2,500,000 RECOMMENDATION: Staff recommend authorizing the request for reallocation of funding in the amount of$2,500,000 from the Williams Rd project in FY 2024 Type B Fund to support the reconstruction of Huntwick Avenue from S. Staples Street to HEB to replace asphalt with concrete pavement. LIST OF SUPPORTING DOCUMENTS: Resolution Location Map CIP Page PowerPoint Resolution approving the Corpus Christi Type B Corporation's approval of the Huntwick Avenue reconstruction project from South Staples Street to the Pavement Change in the amount of$2,500,000.00. (District 5) WHEREAS, on July 17, 2023, the Corpus Christi B Corporation (Type B) approved the Fiscal Year 2023-2024 operating budget for streets in the amount of $4,384,903-1 WHEREAS, by Ordinance No. 033152, City Council adopted the FY 2023-2024 Capital Budget, which included the Type B funding for streets in the amount of $4,384,903-1 WHEREAS, the Capital Improvement Plan (CIP) administratively allocates the approved Capital Budget into discrete projects that are planned during each fiscal year; WHEREAS, the FY 2023-2024 CIP included the Williams Drive, Rodd Field to Lexington Rd, Project with Type B street funds; and WHEREAS, on April 15, 2024, Type B approved the use of the FY 2024 Street Funds for the Huntwick Avenue, from S Staples St to HEB, project. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS, THAT: SECTION 1. The Corpus Christi Type B Corporation's approval of the Huntwick Avenue reconstruction project from South Staples Street to the Pavement Change in the amount of $2,500,000.00 is approved. SECTION 2. City Staff is authorized to add the Huntwick Avenue reconstruction project to the Capital Improvement Plan in lieu of the Williams Drive Project from Rodd Field to Lexington Rd in the current fiscal year. PASSED and APPROVED on the day of 12024. ATTEST: Paulette Guajardo, Mayor Rebecca Huerta, City Secretary Capital Improvement Plan 2024 thru 2026 City of Corpus Christi, Texas Project# 24037 ' •� '�'' , � .1 Project Name Huntwick Dr (S.Staples to Pavement Change) �� ` '�;�� , Type Rehabilitation Department Public Works-Streets Useful Life 25 years Contact Director of Public Works s✓�fg Category Street-Rehabilitation Priority Priority Level 2 Council District 5 Status Active Description The project improvements include new concrete pavement reconstruction with curb and gutter,sidewalks,pedestrian ADA improvements, signs,pavement markings,and necessary utilities upgrades. Justification This project will replace aging utilities where applicable,improve the road to accommodate heavier traffic flows and provide a safer driving experience. Expenditures Prior Years 2024 2025 2026 Total Construction/Rehab 1,012,500 1,012,500 2,025,000 Design 250,000 250,000 Eng,Admin Reimbursements 25,000 100,000 100,000 225,000 Total 275,000 1,112,500 1,112,500 2,500,000 Funding Sources Prior Years 2024 2025 2026 Total Type A/B Sales Tax(Prior) 275,000 1,112,500 1,112,500 2,500,000 `);'per 275,000 1,112,500 1,112,500 2,500,000 Budget Impact/Other There is no projected operational impact with this project,at this time.Once the project is completed it will be added to the Street Preventative Maintenance Program. Project Locations G ' w ME 1 Location Map ' Y ' ti p mum 6 ILI • SOUTH STAPLES CITY COUNCIL EXHIBIT HUNTWICK AVENUE CITY OF CORPUS CHRISTI,TEXAS DEPARTMENT OF ENGINEERING SERVICES f; •� o c� � N V) r a� c� U uJ o U w v o � v � cl� u � U o � v � u Ak 0 �^c L.L U U� vi_ Cl `oc U W �r _LJ MSvnaAnH Y T J ° I 'c � U Q '--1 •bbO 4-1 U bA -'-' Ov 16.4 ¢, C) � bA c) p O U 4 (� [—+ Ou so O H AGENDA MEMORANDUM MOORPOP I First Reading Ordinance for the City Council Meeting of June 11, 2024 1852 Second Reading Ordinance for the City Council Meeting of June 18, 2024 DATE: May 17, 2024 TO: Peter Zanoni, City Manager FROM: Eddie Houlihan, Director of Management and Budget eddieho(u-)-cctexas.com (361) 826-3792 FY 2024 Mid-Year Budget Adjustment CAPTION: Ordinance authorizing mid-year budget adjustments and amending the Operating and Capital Budgets, as applicable, for fiscal year 2023-2024 (FY 2024) in the manner and method stated for the following items: transferring $400,000.00 from the TIRZ #2 Fund to the Capital Budget and appropriating for the design of Commodore Park; transferring $108,256.88 from the unreserved fund balance in the Sewer Connection Fund to the Wastewater Capital Reserve Fund and appropriating to fund wastewater projects; appropriating $370,000.00 from the unreserved fund balance in the Golf Center Fund to upgrade a water reuse pump station located at Greenwood Wastewater Treatment Plant; and appropriating $243,734.00 from the unreserved fund balance in the Golf Center Fund for the Gabe Lozano Firefly and Practice Range Projects. SUMMARY: Funding of $1,000,000.00 was approved through Bond 2022 for Commodore Park design only. The Master Plan was started in August 2023 and was presented to the public in March 2024. The total cost of design is estimated at $1,393,000.00. TIRZ #2 Board approved $400,000 in funding from TIRZ #2 Fund for design. Unreserved and unspent funds of $108,256.88 have remained in the Sewer Connection Fund since 1975 and will be transferred to the Wastewater Capital Reserve fund to cash fund projects. The existing water reuse pump station at the Greenwood WWTP needs to be upgraded to provide more effluent water for increased irrigation requirements at the Gabe Lozano Golf Course due to the new lighted executive nine course. Funding of $370,000.00 is needed to purchase a 72 HP submersible pump package and associated flatwork and installation costs. Gabe Lozano Firefly and Practice Range Projects require funding of $243,734.00 from the unreserved fund balance in the Golf Center Fund. BACKGROUND AND FINDINGS: Commodore Park was approved through Bond 2022 for $1,000,000.00 for design only. The development of the master plan started in August 2023 and the project is currently in the design phase of the master plan process. Total cost of design is estimated at $1,393,000.00 and the TIRZ#2 Board approved funding of$400,000.00 at May 14, 2024 TIRZ#2 meeting. City Council action is needed to amend FY 2024 Operating and Capital Budget to appropriate and transfer $400,000.00 from the Tax Increment Financing Zone#2 (TIRZ#2)to the Capital Budget for design of Commodore Park project. During the preparation of the Annual Comprehensive Financial Report(ACFR)the review process identified a fund balance of$108,256.88 still unreserved in the 4230 Sewer Connection fund that came from an agreement with Nueces County in 1975 to provide financial support for sanitary sewer lateral connections in the San Juan Subdivision. All agreed upon work has been completed and the remaining funds have been earning interest and need to be appropriated and transferred to a capital fund and will be utilized for cash funding wastewater capital projects. The existing water reuse pump station at the Greenwood WWTP was designed and built in 1997 with a 35 HP submissible pump. Since then, the water reuse pump station has been providing approximately 0.5 million gallons per day(MGD)of effluent water to the Gabe Lozano Golf Course for irrigation purposes. The Gabe Lazano Golf Course recently expanded the 18-hole course with a new lighted executive nine course adding additional fairways and a driving range which requires significantly more water to maintain the course. With the assistance of Urban Engineering, it was determined that the existing 35 HP pump must be upgraded to a 72 HP pump to increase the effluent water supply for the Gabe Lazano Golf Course. Corpus Christi Water Dept. (CCW) will purchase and install the required 72 HP submersible pump package to upgrade the water reuse pump station at Greenwood WWTP which will increase the effluent water supply to the golf course to approximately 0.95 MGD. Foresight Golf needs $134,734.00 for a new pump station Z Pipe, sand and compost greens mix, temporary practice netting, concrete for extension driving ranges, cart paths and deck behind the driving range. Additional funding of$109,000.00 is needed for the application of additional sod to complete the grassing in phase, Firefly sound system, artificial turf for the expanded tee line, posts and cable fence along the storm drain channel and resurfacing the staging area. An appropriation of$243,734.00 from the unreserved fund balance in the Golf Center Fund is needed for the entire project. FINANCIAL IMPACT: The fiscal impact for FY 2024 consists of a transfer from the TIRZ #2 Fund to the Capital Budget for $400,000.00 for Commodore Park design, increasing expenditures in the Sewer Connection Fund and the Wastewater Capital Reserve Fund in the amount of $108,256.88, increasing expenditures in the Golf Center Fund by$370,000.00 to be used for the Greenwood WWTP Water Reuse Pump Station Expansion and increasing expenditures in the Golf Center Fund by $243,734.00 to be used for the Gabe Lozano Firefly and Practice Range Projects. FUNDING DETAIL: Fund: 1111 —TIRZ #2 Fund Organization/Activity: 60210 —Transfer to Parks CIP Fund Department: 27— Parks & Recreation Account: 548500 —Operating transfers out Project # (CIP Only): 23173 — Commodore Park Amount: $400,000.00 Fund: 4510 - Wastewater Capital Reserve Organization: 89 - Grants & Capital Project Funds Department: 46 - Wastewater Activity: 5000304510 Account: 550970 Amount: $108,256.88 Fund: 4690 Golf Center Fund Organization: 35200 Department: 27 Account: 530000 Professional Services Amount: $370,000.00 Fund: 4690 Golf Center Fund Organization: 35200 Department: 27 Account: 530000 Professional Services Amount: $243,734.00 RECOMMENDATION: Staff recommends approving the Ordinance as presented. LIST OF SUPPORTING DOCUMENTS: Ordinance Ordinance authorizing mid-year budget adjustments and amending the Operating and Capital Budgets, as applicable, for fiscal year 2023-2024 (FY 2024) in the manner and method stated for the following items: transferring $400,000.00 from the TIRZ #2 Fund to the Capital Budget and appropriating for the design of Commodore Park; transferring $108,256.88 from the unreserved fund balance in the Sewer Connection Fund to the Wastewater Capital Reserve Fund and appropriating to fund wastewater projects; appropriating $370,000.00 from the unreserved fund balance in the Golf Center Fund to upgrade a water reuse pump station located at Greenwood Wastewater Treatment Plant; and appropriating $243,734.00 from the unreserved fund balance in the Golf Center Fund for the Gabe Lozano Firefly and Practice Range Projects. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF CORPUS CHRISTI, TEXAS: SECTION 1. The FY 2024 Operating and Capital Budgets, adopted by Ordinance Nos. 033151 and 033152, respectively, are amended to transfer $400,000.00 from the TIRZ #2 Fund to the Capital Budget and appropriate for the design of Commodore Park. SECTION 2. The FY 2024 Operating and Capital Budgets, adopted by Ordinance Nos. 033151 and 033152, respectively, are amended to transfer$108,256.88 from the unreserved fund balance in the Sewer Connection Fund to the Wastewater Capital Reserve Fund and appropriate to fund wastewater projects. SECTION 3. The FY 2024 Operating Budget, adopted by Ordinance No. 033151, is amended by appropriating $370,000.00 from the unreserved fund balance in the Golf Center Fund to upgrade the water reuse pump station located at the Greenwood Wastewater Treatment Plant. SECTION 4. The FY 2024 Operating Budget, adopted by Ordinance No. 033151, is amended by appropriating $243,734.00 from the unreserved fund balance in the Golf Center Fund for the Gabe Lozano Firefly and Practice Range Projects. SECTION 5. If for any reason, any section, paragraph, subdivision, clause, phrase, word, or provision of this ordinance shall be held invalid or unconstitutional by final judgment of a court of competent jurisdiction, it shall not affect any other section, paragraph, subdivision, clause, phrase, word or provision of this ordinance, for it is the definite intent of this City Council that every section, paragraph, subdivision, clause, phrase, word or provision hereof be given full force and effect for its purpose. SECTION 6. This ordinance takes effect immediately upon passage. Introduced and voted on the day of , 2024. PASSED and APPROVED on the day of , 2024. Paulette Guajardo, Mayor Rebecca Huerta, City Secretary • TE • ►'A• A 10% VIA W-1 Q1� ;r.:r�►wl�i' T WS 2!' L 4=1 4=1 m w a w Q O O )Q t cB aJ 4. Ln 1 p LL N }, � O fB U cn L Q) U — Q LL O LL p i +-' i i p 0 O O v Q U CL Z cB i N 4J N v v � +j Ul t v t _ N m � � fB U � O U U a) + Z c c c L 4- O cn � • Q 0 O > 0 v J v LL L CL Q i O i cn N aJ cn O cn cu a) �_ 4J � aJ :3 N aJ i Lnncu N U O v E U E E > O v O Q • 0 °° °' oo N o v o m o ° oc o ° > � oc o cv o C: Z,- m v o o Q m }, U cv }, to tr- U Ln � t�A iJ t�A i Q TE v O v CL C C L Ln N 0 �' 0 Ln E CL C v p Q v Q ro A A A A ,00 � w a 0 H U AGENDA MEMORANDUM CORPOPRIYO 1852 City Council Meeting of June 11, 2024 DATE: May 15, 2024 TO: Peter Zanoni, City Manager FROM: Constance P. Sanchez, Chief Financial Officer constancep(a)cctexas.com 361-826-3189 Briefing on FY 2023 Annual Comprehensive Financial Report by Weaver and Tidwell, LLP External Auditors STAFF PRESENTER(S): Name Title/Position Department 1 . Heather Hurlbert Assistant City Manager City Manager's Office OUTSIDE PRESENTER(S) Name Title/Position Agency Name 1 . Matt Rogers Senior Manager, Audit Weaver and Tidwell, LLP BACKGROUND AND FINDINGS: Weaver and Tidwell, LLP, the City of Corpus Christi's external auditors, have completed the financial audit for the City of Corpus Christi for the fiscal year ended September 30, 2023. This information was presented to the Audit Committee on April 30, 2024 and is now being presented to the entire City Council. Matt Rogers, Senior Manager of Audit with Weaver and Tidwell, LLP will review the process, methodology, and results of the FY2023 financial audit. 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