Agendas and Agenda Materials...2020/12/10 · Position 8, Darryl Bailey Position 9, James Brown, Secretary/Treasurer and all the above were present, except Directors Rambo and Brown,

Agenda and Agenda Materials Meeting of the Board of Directors

December 10, 2020

*As a result of the current COVID-19 virus epidemic emergency, the convening at one location of a quorum of the Board is difficult or impossible. Therefore, the Board will conduct this meeting by teleconference call rather than by physical quorum pursuant to Texas Government Code Sec. 551.125 and guidance of the Governor of the State of Texas. Members of the public are entitled to participate and address the Board during the telephonic meeting. In all respects, this meeting will be open to the public and compliant with applicable law and guidance of the Governor of the State of Texas. An electronic copy of the agenda packet (which consists of the regular reports presented to the Board by its consultants) can be found at https://hadistrict.org/

TO: THE BOARD OF DIRECTORS OF THE HOBBY AREA DISTRICT AND TO ALL OTHER INTERESTED PERSONS: NOTICE is hereby given that a regular meeting of the Board of Directors of the Hobby Area District will be held on Thursday, December 10, 2020, at 1:00 p.m., via Zoom videoconference at: https://us02web.zoom.us/j/87890842903?pwd=SmJiQXF1RWRRazVEUUVGRXVIMG5EZz09; or via teleconference at: 1-346-248-7799 US (Houston), Meeting ID: 878 9084 2903, Passcode: 408552, open to the public, to consider, discuss, and make recommendations, and take direct actions as may be necessary, desirable, or convenient with respect to the following matters:

AGENDA 1. Call to order; determine quorum.

2. Receive Public comments.

3. Approve Minutes of Board Meeting held November 12, 2020.

4. Receive Bookkeeper’s Report and approve payment of invoices

5. Receive and consider responses to Request for Qualifications and Proposals for general bookkeeping and accounting services; award contract and authorize execution of contract.

6. Receive Assessments Collection and Delinquency Report.

7. Receive and consider responses to Request for Proposals for ROW maintenance, special projects, litter abatement and landscaping; award contract and authorize execution of contract.

8. Discuss arrangement with Hawes Hill & Associates to obtain creative writing services for business, community and district engagement; approve funding for additional expense.

9. Approve contract with Precinct 2 Constables office for dedicated patrol officers for the District.

10. Executive Director’s Report/Board Member or Staff Announcements.

11. Next Meeting – January 14, 2021.

12. Adjourn

Executive Director

https://hadistrict.org/

https://us02web.zoom.us/j/87890842903?pwd=SmJiQXF1RWRRazVEUUVGRXVIMG5EZz09

(HARRIS COUNTY IMPROVEMENT DISTRICT NO. 9)

CITY OF HOUSTON HARRIS COUNTY, TEXAS

AGENDA MEMORANDUM

To: Hobby Area District Board of Directors From: Executive Director Subject: Agenda Item Materials

3. Approve Minutes of Board Meeting held November 12, 2020.

MINUTES OF THE MEETING OF THE HOBBY AREA MANAGEMENT DISTRICT

BOARD OF DIRECTORS

November 12, 2020

DETERMINE QUORUM; CALL TO ORDER.

The Board of Directors of the Hobby Area Management District held a regular meeting on Thursday, November 12, 2020, at 1:00 p.m. via Zoom videoconference and via teleconference, with access available to the public pursuant to Texas Government Code Section 551.125 and Governor Greg Abbott’s emergency disaster declaration dated March 13, 2020, and the roll was called of the members of the Board being present by electronic means, to-wit: Position 1, Danny Perkins, Chair Position 2, Helen Bonsall, Vice Chair Position 3, Liliana Rambo Position 4, Ann Collum Position 5, vacant

Position 6, Joe Edd Nelson Position 7, Keyur Amin Position 8, Darryl Bailey Position 9, James Brown, Secretary/Treasurer

and all the above were present, except Directors Rambo and Brown, thus constituting a quorum.

Also present were Beth Strope, Executive Director; Susan Hill, Alan Bernstein, Buddy Tautenhahn,

and Leticia Rodriguez, all of Hawes Hill & Associates, LLP; Jack Roland, Governmental Financial

Reporting, LLC.; Debbie Bessire, Equi-Tax, Inc.; Tim Austin and Carnell Emanuel, Allen Boone

Humphries Robinson LLP.; Erica Rocha, S.E.A.L. Security; Francisco Castillo, HPD; Chena Karega,

Metro; Tina DeFiore, Houston Apartment Association. Chairman Perkins called the meeting to order

at 1:02 p.m.

PUBLIC COMMENTS.

There were no public comments.

APPROVE MINUTES OF BOARD MEETING, OCTOBER 8, 2020.

Upon a motion made by Director Bonsall, seconded by Director Amin, the Board voted unanimously to approve the Minutes of the October 8, 2020, Board meeting, as presented.

ACCEPT HEARING EXAMINER’S REPORT AND PROPOSAL FOR DECISION FOR PUBLIC HEARING

REGARDING SUPPLEMENTAL ASSESSMENT ROLL.

Mr. Emanuel reviewed the Hearing Examiner’s Report, included in the Board materials. He reported

a public hearing was held on October 29, 2020, to supplement the District’s assessment roll to add

new construction or improvements, or property omitted from original assessment roll after

appropriate notice was given pursuant to the Code. He reported after testimony and evidence

submitted, the Hearing Examiner recommends the Board supplement the assessment roll with the

supplemental properties and levy assessments in accordance with the Petition and Order. Upon a

motion duly made by Director Collum, and being seconded by Director Bonsall, the Board voted

unanimously to accept the Hearing Examiner’s Report, as presented.

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ADOPT ORDER SUPPLEMENTING THE ASSESSMENT ROLL; LEVYING ASSESSMENTS AGAINST

THE PROPERTY ON THE SUPPLEMENTAL ASSESSMENT ROLL FOR THE REMAINDER OF THE

TEN-YEAR PERIOD; AND SETTING THE RATE OF THE ASSESSMENT FOR THE YEAR 2020.

Mr. Emanuel reviewed the Order included in the Board materials. Upon a motion duly made by

Director Bonsall, and being seconded by Director Collum, the Board voted unanimously to adopt the

Order Supplementing the Assessment Roll: Levying Assessments Against the Property on the

Supplemental Assessment Roll for the Remainder of the Ten-Year Period; and Setting the Rate of

Assessment for the Year 2020, as presented.

RECEIVE BOOKKEEPER’S REPORT AND APPROVE PAYMENT OF INVOICES.

Mr. Roland presented the Bookkeeper’s Report and went over invoices included in the Board

materials. Upon a motion made by Director Nelson, seconded by Director Bonsall, the Board voted

unanimously to accept the Bookkeeper’s financial report and approved payment of invoices, as

presented.

RECEIVE ASSESSMENTS COLLECTION AND DELINQUENT REPORT.

Ms. Bessire went over the Assessment Collection and Delinquency Report included in the Board

materials. She reported a 99% collection rate on the 2019 assessments: a total revenue of $2,695.45

for the month, and $3,447,321.00 in uncertified value for 2019. Upon motion made by Director

Nelson, seconded by Director Bailey, the Board voted unanimously to accept the Assessment

Collection and Delinquency Report as presented.

AUTHORIZE EXECUTIVE DIRECTOR TO PREPARE AND SOLICIT REQUESTS FOR

QUALIFICATIONS AND PROPOSALS FOR SPECIAL PROJECTS, LANDSCAPE MAINTENANCE AND

LITTER ABATEMENT SERVICES.

Ms. Strope reported the Executive Committee is recommending the solicit requests for qualifications

and proposals for special projects, landscape maintenance and litter abatement services; and

therefore, is requesting the Board to authorize the Executive Director to move forward. Upon a

motion made by Director Nelson, seconded by Director Bonsall, the Board voted unanimously to

authorize the Executive Director to prepare and solicit requests for qualifications and proposals for

special projects, landscaping maintenance and litter abatement services.

AUTHORIZE EXECUTIVE DIRECTOR TO ENTER INTO A LEASE AGREEMENT FOR NEW OFFICE

SPACE.

Ms. Strope reviewed the lease agreement for new office space located at 8866 Gulf Freeway. Upon

motion made by Director Bailey, seconded by Director Collum, the Board voted unanimously to

authorize the Executive Director to enter into a lease agreement for new office space located at 8866

Gulf Freeway for the term of 36 months as discussed.

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EXECUTIVE DIRECTOR’S REPORT / BOARD MEMBER STAFF OR STAFF ANNOUNCMENTS.

Ms. Strope reviewed her monthly Executive Director’s report in detail. Her report is attached to these

minutes as Exhibit A. No action from the Board was required.

NEXT MEETING – DECEMBER 10, 2020.

The Board confirmed the date of its next meeting as Thursday, December 10, as listed in the

previously adopted calendar of meetings for the remainder of 2020.

ADJOURN.

There being no further business to come before the Board, Chair Perkins adjourned the meeting at

1:35 p.m.

_____________________________________________

Secretary

List of Exhibits

Exhibit A Executive Director’s Report for the November 12th Board Meeting



AGENDA MEMORANDUM


4. Receive Bookkeeper’s Report and approve payment of invoices

G overnmental

F inancial F inancial

R eporting, LLC R eporting, LLC

HOBBY AREA DISTRICT

MONTHLY FINANCIAL REPORT

OCTOBER 31, 2020

Hobby Area District Balance Sheet

As of October 31, 2020

Oct 31, 20

ASSETSCurrent Assets

Checking/Savings1010 · Amegy Bank 40,332.081020 · Wells Fargo Bank 6,869.771030 · Plains State Bank - CD 255,293.931032 · Plus4 Credit Union - CD 5.341040 · TexSTAR-Operating 1,595,268.23

Total Checking/Savings 1,897,769.35

Other Current Assets1200 · Assessment Receivable 51,794.46

Total Other Current Assets 51,794.46Total Current Assets 1,949,563.81

Other Assets1230 · Due From Improvement Corp 5,582.16

Total Other Assets 5,582.16

TOTAL ASSETS 1,955,145.97

LIABILITIES & EQUITYLiabilities

Current LiabilitiesAccounts Payable

2000 · Accounts Payable 61,023.80Total Accounts Payable 61,023.80

Other Current Liabilities2100 · Assessment Refunds Payable 13,021.732200 · Deferred Assessment Revenue 334,924.39

Total Other Current Liabilities 347,946.12

Total Current Liabilities 408,969.92

Total Liabilities 408,969.92

Equity3000 · Retained Earnings 1,188,466.94Net Income 357,709.11

Total Equity 1,546,176.05

TOTAL LIABILITIES & EQUITY 1,955,145.97

Page 2

Hobby Area District Statement of Sources & Uses - Budget vs Actual

October 2020

Oct 20 Budget Jan - Oct 20 YTD Budget Annual Budget

M&O SOURCES OF FUNDS4000 · District Assessments 165,797.49 158,334.00 1,692,661.64 1,583,332.00 1,900,000.004010 · Penalty & Interest Revenue 383.88 3,000.00 19,856.80 30,000.00 36,000.004020 · Overpayments 13,274.74 5,584.00 73,058.35 55,832.00 67,000.004030 · Assessment Refunds -12,663.63 -5,666.00 -74,779.04 -56,668.00 -68,000.004060 · Interest Revenue 162.57 1,666.00 10,065.24 16,668.00 20,000.00

TOTAL M&O SOURCES OF FUNDS 166,955.05 162,918.00 1,720,862.99 1,629,164.00 1,955,000.00

M&O USES OF FUNDS

Public Safety6010 · Contract Public Safety 21,955.75 25,209.00 224,873.77 252,082.00 302,500.006011 · HPD Overtime Initiative 15,448.10 0.00 17,735.70 0.00 0.006012 · Specific Sites High Density Patrol 1,056.82 5,416.00 7,056.82 54,168.00 65,000.006014 · Special Operations 871.90 10,000.00 871.90 100,000.00 120,000.006015 · Apartment Life Initiatives 1,652.25 1,666.00 16,567.50 16,668.00 20,000.006020 · Mobile Cameras 1,700.00 2,546.00 8,500.00 25,468.00 30,560.006025 · Nuissance Abatement Program 642.19 1,250.00 9,742.10 12,500.00 15,000.006035 · Graffitti Abatement 2,720.00 3,125.00 29,240.00 31,250.00 37,500.006037 · Public Safety Programs 0.00 334.00 0.00 3,332.00 4,000.00

Total Public Safety 46,047.01 49,546.00 314,587.79 495,468.00 594,560.00

Community Development6050 · Porter Service 14,302.28 13,750.00 142,283.03 137,500.00 165,000.006051 · Community Enhancement Programs 433.75 6,750.00 4,381.60 67,500.00 81,000.006052 · Corridor & ROW Maintenance 20,212.45 34,584.00 235,434.10 345,832.00 415,000.006053 · Field Services Vehicle 31.75 934.00 103.79 9,332.00 11,200.006054 · Street Sweeping 7,617.20 7,166.00 76,172.00 71,668.00 86,000.008055 · Project/Contract Management 9,000.00 10,416.00 69,250.00 104,168.00 125,000.008063 · Esplanade/Roadway Enhancement 0.00 4,166.00 11,423.98 41,668.00 50,000.008065 · METRO Bus Shelter Enhacement 0.00 1,834.00 0.00 18,332.00 22,000.008074 · Streetscape Assessories 0.00 584.00 0.00 5,832.00 7,000.00

Total Community Development 51,597.43 80,184.00 539,048.50 801,832.00 962,200.00

Economic Development6060 · Economic Developmt Programs 1,750.00 8,334.00 38,934.43 83,332.00 100,000.008053 · Market Feasibility Study 4,400.00 8,334.00 9,351.33 83,332.00 100,000.00

Total Economic Development 6,150.00 16,668.00 48,285.76 166,664.00 200,000.00

Communication, Public Affairs, Marketing6065 · Events 359.22 3,041.00 7,938.21 30,418.00 36,500.006068 · CPA&M Programs 38.35 834.00 145.88 8,332.00 10,000.006070 · Creative Support 3,000.00 8,959.00 41,200.00 89,582.00 107,500.006075 · Marketing Mtls & Promo Items 0.00 4,166.00 841.98 41,668.00 50,000.006078 · Advertisement 0.00 10,416.00 906.59 104,168.00 125,000.00

Total Comm., Public Affairs, Marketing 3,397.57 27,416.00 51,032.66 274,168.00 329,000.00

MAINTENANCE & OPERATIONS FUND

Page 3

Hobby Area District Statement of Sources & Uses - Budget vs Actual

October 2020Oct 20 Budget Jan - Oct 20 YTD Budget Annual Budget

MAINTENANCE & OPERATIONS FUNDAdministration

6112 · Administration Programs 0.00 652.00 65.00 6,511.00 7,815.006115 · Meeting Expense 0.00 2,000.00 4,633.32 20,000.00 24,000.006120 · Reimbursable Expenses 120.75 1,375.00 632.72 13,750.00 16,500.006125 · Postage 164.14 46.00 735.79 460.00 550.006130 · Office Supplies 0.00 834.00 2,766.38 8,332.00 10,000.006135 · Public Notices, Advertising 9.36 141.00 593.16 1,418.00 1,700.006140 · Legal Services 449.24 4,584.00 56,075.62 45,832.00 55,000.006145 · Audit Services 0.00 3,750.00 19,600.00 37,500.00 45,000.006150 · Bookkeeping 1,000.00 1,000.00 9,850.00 10,000.00 12,000.006155 · Assessment Billing 2,568.84 3,209.00 30,781.70 32,082.00 38,500.006160 · Assessment Database Mgmt. 300.00 366.00 3,000.00 3,668.00 4,400.006165 · Office Equipment 706.63 1,250.00 5,693.47 12,500.00 15,000.006170 · Insurance 0.00 1,250.00 7,930.32 12,500.00 15,000.006072 · Office Lease 2,450.00 3,334.00 24,500.00 33,332.00 40,000.006073 · Communication & Technologies 262.80 2,862.00 11,239.02 28,626.00 34,350.006175 · Other 14.00 125.00 1,176.28 1,250.00 1,500.00Employee Payroll & Benefits

6180 · Gross Wages 9,562.50 33,334.00 136,791.48 333,332.00 400,000.006181 · Payroll Taxes 2,399.74 2,550.00 9,403.38 25,500.00 30,600.006182 · Payroll Service 643.73 34.00 6,468.48 332.00 400.006183 · Health Insurance 110.89 5,784.00 26,780.66 57,840.00 69,407.006184 · Retirement Fund -1,116.35 95.00 1,482.39 943.00 1,133.00

Total Employee Payroll & Benefits 11,600.51 41,797.00 180,926.39 417,947.00 501,540.00

Total Administration 19,646.27 68,575.00 360,199.17 685,708.00 822,855.00TOTAL M&O USES OF FUNDS 126,838.28 242,389.00 1,313,153.88 2,423,840.00 2,908,615.00

Other Expense9000 · Transfer to Improvement Corp. 0.00 0.00 50,000.00 50,000.00 50,000.00

Total Other Expense 0.00 0.00 50,000.00 50,000.00 50,000.00

EXCESS (DEFICIT) OF SOURCES OVER USES 40,116.77 -79,471.00 357,709.11 -844,676.00 -1,003,615.00

Total Projected Revenue & Reimbursements 1,955,000Total Projected Uses of Funds 2,958,615Prior Year Reserves 1,229,955Projected Year End Cash Reserves 226,340

Page 4

Hobby Area DistrictBank Account Registers

As of December 10, 2020Type Date Num Name Memo Amount Balance

Wells Fargo Bank 5,260.48Debit 10/08/2020 Debit Wells Fargo Returned Tax Assmt. -1,086.94 4,173.54Deposit 10/31/2020 Dep. Tax Revenue October Tax Revenue 2,695.45 6,868.99Deposit 10/31/2020 Dep. Interest October Interest 0.78 6,869.77

Total Wells Fargo Bank 1,609.29 6,869.77

Plains State Bank - CD 255,293.930.00 255,293.93

Plus4 Credit Union - CD 5.34Total Plus4 Credit Union 0.00 5.34

TexSTAR-Operating 1,445,106.44Deposit 10/31/2020 Dep. Interest October Interest 161.79 1,445,268.23Transfer 11/30/2020 Trf. Interest November Interest 117.64 1,445,385.87Transfer 12/09/2020 Trf. Amegy Transfer to Amegy -100,000.00 1,345,385.87

Total TexSTAR-Operating -99,720.57 1,345,385.87

TOTAL -123,393.47 1,693,717.30

Page 6



AGENDA MEMORANDUM


5. Receive and consider responses to Request for Qualifications and Proposals for general bookkeeping and accounting services; award contract and authorize execution of contract.

1

This Photo by Unknown Author is licensed under CC BY-NC-ND

2100 Travis Street

Suite 650

Houston, TX 77002

Phone: 281.810.9798

Email: [email protected]

ACCOUNTING SERVICES REQUESTED FOR PROPOSAL

Hobby Area District (Houston, Texas)

PREPARED BY:

Keith H. Argueta, CPA

November 20 , 2020

http://transgriot.blogspot.com/2014_04_01_archive.html

https://creativecommons.org/licenses/by-nc-nd/3.0/

3

Table of Contents Firm Overview.........................................................................................................................................................1

Keith Argueta CV……….........................................................................................................................................2

Transmittal Letter....................................................................................................................................................3

Nonprofit and Governmental Accounting Team......................................................................................................4

Fee Proposal..........................................................................................................................................................7

References.............................................................................................................................................................8

3

Firm Overview

JAG Argueta CPA Firm is a Texas-based CPA firm founded in 2019 by three forward thinking

entrepreneurial CPAs with a passion to serve small-to-medium sized businesses and not-for-profit

organizations. With greater than 25 years of combined experience from Big Four to regional accounting

firms, JAG Argueta CPA Firm is capable of serving construction, real estate, nonprofit and professional

service industries.

Keith H. Argueta, CPA Co-Founder

Licensed in the State of Texas, Keith has nine years of accounting and audit experience and leads

the audit and nonprofit practice of the firm. Keith earned his bachelor’s degree from the University of

Houston’s Bauer College of Business and has work experience with regional accounting firms.

Joe Gallegos, CPA / CVA Co-Founder

Licensed in the State of Texas, Joe has ten years of accounting and tax experience and leads the

tax and consulting practice of the firm, including the firm’s Certified Valuation Analyst. Joe earned his

bachelor’s and master’s degree from Texas State University and Sam Houston State, respectively, and

has work experience with Big Four and regional accounting firms.

Shehan Chandrasekera, CPA Co-Founder

Licensed in the State of Texas and New Jersey, Shehan is a national speaker, has seven years

of accounting and tax experience and leads the start-up and technology practice of the firm. Shehan

earned his bachelor’s degree from William Paterson University, and has work experience with national

and regional accounting firms.

1

KEITH H. ARGUETA, CPAPartner | Auditor | Nonprofit Consultant | Marine VeteranThe mission is to connect with nonprofits & for-profit organizations to help improve and provide valuable financialinformation that will help drive the success of nonprofit and for-profit organizations.

[email protected] 281.810.9798

Houston, United States jagargueta.com

linkedin.com/in/keith-h-argueta-cpa-40129557

WORK EXPERIENCE

07/2019 – Present

PartnerJAG Argueta

Houston, TXJAG Argueta is a full-service CPA firm that provides tax, accounting, and advisoryservices for small to medium sized businesses

Successfully merged and organized Argueta CPA and Jag Associates.

Perform complex accounting services for a multi-million dollar client.

Lead the nonprofit sector of the firm.

12/2013 – 06/2019

Shareholder | FounderArgueta CPA Firm

Houston, TXArgueta CPA Firm provides accounting and tax services to individuals, smallbusinesses and nonprofit organizations.

Successfully established 50 for profit/nonprofit clients within a year.

Lead and mentored professional staff to consult with clientengagements.

Perform certified public accountant obligations such as tax, audit, andaccounting services.

09/2013 – 12/2013

Accounting Operations ManagerStage Stores

Houston, TX

Ensured timely and accurate processing of payments and deductions,coordinating with the merchandising organization.

Reported and analyzed performance metrics for distribution tomerchandising and other departments.

Supported monthly closing activities for assigned area.

02/2012 – 09/2013

AssociateDoeren Mayhew (formerly MFR, P.C.)

Houston, TXCPA Firm that provides accounting and tax services.

Performed compilations, reviews, and audit engagements for a clientbase.

05/2003 – 02/2011

Infantry Rifleman, SergeantU.S Marine Corps Reserves

SKILLS

Nonprofit Accounting Audit Tax Financial Analysis

Financial Statements External Audit Budget

Accounting Finance Leadership Microsoft

Research

CERTIFICATESCPATexas State Board of Public Accountancy

OPERATIONSKenya Natural Fire (2006)

Assisted the recovery of Kenya as part of the Marine Corps.

Operation Iraqi Freedom (05/2007 – 05/2008)Help eliminate hostile government as part of the Marine Corps.

EDUCATIONBachelor of Business AdministrationUniversity of Houston, C.T. Bauer College of Business

VOLUNTEER EXPERIENCE

02/2016 – Present

Board MemberAVANCE Houston

Houston, TX

INTERESTS

Family Accounting

Reading MBA Pursuit

Mentoring Philanthropy

Technology Health

Achievements/Tasks

Achievements/Tasks

Achievements/Tasks

Achievements/Tasks

2

mailto:[email protected]

https://jagargueta.com

https://www.linkedin.com/in/keith-h-argueta-cpa-40129557/

3

Transmittal Letter

Beth Strope, CPA Executive Director Hobby Area District 8121 Broadway St. #199 Houston, TX 77061

Dear Beth,

Thank you for the opportunity to submit a proposal for accounting services to the Hobby Area District

fiscal year 2021. I appreciate your time meeting with on Thursday, October 15 to discuss the District’s

current operations and desired goals.

Having worked with nonprofits and governmental entities with operating revenues of up to $15 million,

our firm is well experienced to perform accounting, tax, and audit services in your industry. Furthermore,

this proposal is based on my understanding of the District’s 2020 preliminary financial activity provided

to me during our discovery meeting, current accounting operations and RFP.

I look forward to meeting with you to discuss my proposal and appreciate this opportunity to present my

services for the District’s consideration. I will be glad to contact you to provide any further information you

may need.

Sincerely,

Keith H. Argueta, CPA

Partner

3

3

Nonprofit and Governmental Team

4

3

Keith H. Argueta, CPA Partner

EDUCATION:

University of Houston – C. T. Bauer College of Business Bachelor of Business Administration Concentration: Accounting and Audit

EXPERIENCE:

More than nine years of accounting and auditing experience with a focus on not-for-profit organizations (including Single audits). Other experience includes auditing of employee benefit plans, governmental, and commercial entities.

Active CPA license in the State of Texas. MEMBERSHIPS:

• American Institute of Certified Public Accountant • Texas Society of Certified Public Accountants • Houston CPA Society

Rosa Prudencio Senior Associate

EDUCATION:

University of Houston Downtown Bachelor of Business Administration Concentration: Accounting

EXPERIENCE:

Fourth year associate with experience working on not-for-profit, governmental, accounting, and audit engagements while pursuing the CPA licensure.

MEMBERSHIPS:

• Texas CPA Candidate

5

3

Gabriela Machorro Associate

EDUCATION:

University of Houston Downtown Concentration: Accounting

EXPERIENCE:

Second year associate with experience working on not-for-profit, governmental, accounting, and audit engagements while pursuing the CPA licensure.

Evelyn Mata Intern

EDUCATION:

University of Houston Concentration: Economics and Accounting

EXPERIENCE:

First year intern with experience working on not-for-profit, governmental, accounting, and audit engagements.

Giang Pham

Accounting Assistant EDUCATION:

University of Houston Clear Lake Concentration: Accounting

EXPERIENCE:

First year assistant with experience working on not-for-profit, governmental, accounting, and audit engagements.

6

3

Tiered Proposal

7

1 Comparable salaries based on Houston nonprofit data from www.ziprecruiter.com2 Payroll taxes saved at 7.65% based on current tax rates from www.irs.gov3 Estimated employer benefits saved at $4.08/hour based current Texas data from U.S. Bureau of Labor Statistics www.bls.gov

Financial & Accounting Policies r r a

Team Member Performance r r a

Day-to-Day Accounting

Year-End Reconciliation Review r a a

Annual Audit/Budget Assistance r a a

Payroll and Contract Mgmt r r a

Annual Financial Reporting, MD&A r a a

Estimated Savings 1,2,3 $36,546 $73,606 $91,519

General Ledger Maintenance a a a

Accounting Document Management a a a

Board of Directors' Meeting a a a

Bank Relationships r r a

12 Month Forecasting r r a

Year-End Schedules Preparation r a a

Internal Controls r r a

Tax Compliance a a a

Off-Site Support Unlimited Unlimited Unlimited

Fund Reporting r a a

Capital Assets & Depreciation a a a

Monthly Reconciliations a a a

Month-End Close a a a

Financial Statements a a a

Recommendation

Estimate

$1,250/month

Estimate

$1,750/month

Estimate

$2,500/month

Accountant Controller CFO

Onsite Up to 1x/Month Up to 2x/Month Up to 1x/Week

Onboarding 4 Weeks 6 Weeks 8 Weeks

Bill Payment Processing a a a

Cash Flow Management r r a

Organization size by employees up to 5 up to 10 +10

Tier Description Reactive Proactive Strategic

Governmental (GAAP) Accounting a a a

Revenue Recognition a a a

3

Nonprofit and Governmental References Upon Request

Nonprofit Operating Revenue under $1m Nonprofit with faith-based mission Operating Revenue $1m-$5m Nonprofit low-cost housing mission Nonprofit foodbank Operating Revenue +$15m Nonprofit health clinics with federal and state funds Governmental Operating Revenue under $1m Village Operating Revenue $7m Special Purpose District

8



AGENDA MEMORANDUM


6. Receive Assessments Collection and Delinquency Report.

Hobby Area District

Lawsuit and Arbitration Status Summary as of 10/16/2020

Jur 943

Summary

Settled 2,845,245,566 Original value of Settled accounts as of 10/16/2020

871 Number of Settled accounts as of 10/16/2020374,039,541 Reduction in value of Settled accounts

13.15% Average % reduction in value of Settled accounts

Unsettled367,472,380 Original value of Unsettled accounts as of 10/16/2020

126 Number of Unsettled accounts as of 10/16/2020

0.15 Assessment rate per $100 valuation

$72,463 Estimated* reduction in assessment on 126 Unsettled accounts,based on 13.15% average

Historical data from Tax Years 2007 through 2012 were used to establish initial statistics for the

"average % reduction in value of Settled accounts."

F:\Company Info\Lawsuits\Lawsuit Status\Hobby Area Dist_943_LTS-Oct16 2020.xlsxRevised 04 November 2020

prepared by: Equi-Tax Inc.

281.444.4866

Hobby Area District

Lawsuit and Arbitration Status Detail as of 10/16/2020

Jur 943

Tax Year CAD Account No. Owner NameARB Hearing

Value

Assessment

CollectedCause Number

Date

Received

from HCAD

Settled ValueReduction in

Assessment

% Reduction in

Assessment

Date

Designation

Form Sent to

Owner

Date

Refund

Notice Sent

to Bkpr

Tax Year 2017

Settled

Tax Year 2017 034-203-001-0010 Clarke Distributing LLC 881,762 $1,322.64 2017-69461 6/19/2020 850,000 $47.64 3.60% 6/23/2020 8/3/2020272,568,091 243,591,342

76Unsettled

Tax Year 2017 096-294-000-0001 Heritage Gulf Coast LLC 3,602,464 2017-69192Tax Year 2017 096-294-000-0003 Heritage Gulf Coast LLC 12,606 2017-78745Tax Year 2017 096-294-000-0004 Heritage Gulf Coast LLC 1,185,957 2017-78745Tax Year 2017 132-245-001-0001 Heritage Gulf Coast LLC 843,386 2017-78745Tax Year 2017 Total Unsettled Accounts, original value 5,644,413

Tax Year 2017 Total Unsettled Accounts, number of accounts 4

Tax Year 2018

Settled

Tax Year 2018 123-174-001-0001 Lauren Holdings 2,739,675 $4,109.51 2018-68431 8/20/2020 2,520,000 $329.51 8.02% Received 9/28/2020Tax Year 2018 040-239-000-0002 Apt Broadway Village LLC 5,756,467 $8,634.70 2018-74038 8/20/2020 4,523,442 $1,849.54 21.42% 8/26/2020 9/28/2020Tax Year 2018 040-239-000-0011 Broadway Bellfort Prop LLC 3,603,297 $5,404.95 2018-72925 9/29/2020 2,750,000 $1,279.95 23.68% Received 11/2/2020

354,517,534 319,806,77594

Unsettled

Tax Year 2018 096-294-000-0001 Heritage Gulf Coast LLC 3,882,330 2017-69192Tax Year 2018 096-294-000-0003 Heritage Gulf Coast LLC 12,575 2017-78745Tax Year 2018 096-294-000-0004 Heritage Gulf Coast LLC 1,273,989 2017-78745Tax Year 2018 132-245-001-0001 Heritage Gulf Coast LLC 850,972 2017-78745Tax Year 2018 040-239-001-0020 Smith Jim R 2,306,986 2018-59994Tax Year 2018 040-239-001-0038 Smith Jim R 750,000 2018-60630Tax Year 2018 096-318-000-0007 Discount Rags Properties LLC 3,598,729 2018-61104Tax Year 2018 028-059-000-0016 Stiles Properties Braniff Road Ltd 1,697,100 2018-65344Tax Year 2018 136-453-001-0001 Telephone Square LLC 7,519,783 2018-67518Tax Year 2018 096-321-000-0004 Pingree 2000 Real Estate Holdings 3,517,502 2018-67607Tax Year 2018 040-239-000-0041 2ML Real Estate Interests Inc 2,411,364 2018-68687Tax Year 2018 129-096-001-0001 Standard Morgan Partners Ltd 2,046,572 2018-68703Tax Year 2018 062-031-008-0004 Garza Norberto / Askew Mellanie 560,000 2018-71743Tax Year 2018 062-031-010-0001 Garza Norberto / Askew Mellanie 705,000 2018-71743Tax Year 2018 060-014-023-0038 Priya Holdings LLC 596,955 2018-71881Tax Year 2018 065-050-005-0004 Bradley Harry E Estate 673,502 2018-72306Tax Year 2018 096-318-000-0006 Nitro Phos Inc 2,902,155 2018-72810Tax Year 2018 062-031-002-0011 Maraldo Mike 696,000 2018-73458Tax Year 2018 060-077-009-0004 CWD Interests LLC 1,320,548 2018-74144Tax Year 2018 040-239-000-0058 BBK Properties LLC 237,000 2018-74965Tax Year 2018 118-275-001-0001 Maankee Hospitality LLC 3,513,932 2018-75462Tax Year 2018 076-121-004-0016 Bah Texas LP 160,000 2018-75702Tax Year 2018 120-681-001-0001 Mambo Holdings LP 1,772,000 2019-28490

F:\Company Info\Lawsuits\Lawsuit Status\Hobby Area Dist_943_LTS-Oct16 2020.xlsxRevised 30 October 2020 page 1 of 5


281.444.4866

Hobby Area District


Jur 943


Value

Assessment


Date

Received

from HCAD


Assessment

% Reduction in

Assessment

Date

Designation

Form Sent to

Owner

Date

Refund

Notice Sent

to Bkpr

Tax Year 2018 Total Unsettled Accounts, original value 43,004,994


Tax Year 2019

Settled

Tax Year 2019 040-239-000-0100 Verde Communities LLC 10,256,380 $15,384.57 2019-49259 8/20/2020 8,775,547 $2,221.25 14.44% Received 9/1/2020Tax Year 2019 040-239-000-0101 Verde Communities LLC 6,827,410 $10,241.12 2019-49259 8/20/2020 5,841,656 $1,478.64 14.44% Received 9/1/2020Tax Year 2019 040-239-000-0108 Verde Communities LLC 6,827,400 $10,241.10 2019-49259 8/20/2020 5,841,648 $1,478.63 14.44% Received 9/1/2020Tax Year 2019 109-786-000-0001 Verde Communities LLC 6,648,690 $9,973.04 2019-49259 8/20/2020 5,688,740 $1,439.93 14.44% Received 9/1/2020Tax Year 2019 109-786-000-0002 Verde Communities LLC 8,217,840 $12,326.76 2019-49259 8/20/2020 7,031,334 $1,779.76 14.44% Received 9/1/2020Tax Year 2019 109-786-000-0003 Verde Communities LLC 8,849,980 $13,274.97 2019-49259 8/20/2020 7,572,204 $1,916.66 14.44% Received 9/1/2020Tax Year 2019 109-787-000-0007 Verde Communities LLC 6,787,720 $10,181.58 2019-49259 8/20/2020 5,807,697 $1,470.03 14.44% Received 9/1/2020Tax Year 2019 109-787-000-0008 Verde Communities LLC 6,707,590 $10,061.38 2019-49259 8/20/2020 5,739,136 $1,452.68 14.44% Received 9/1/2020Tax Year 2019 114-169-000-0001 Verde Communities LLC 6,442,020 $9,663.03 2019-49259 8/20/2020 5,511,910 $1,395.17 14.44% Received 9/1/2020Tax Year 2019 114-175-000-0001 Verde Communities LLC 6,270,470 $9,405.70 2019-49259 8/20/2020 5,365,128 $1,358.01 14.44% Received 9/1/2020Tax Year 2019 131-366-001-0001 First Service Credit Union 1,105,160 $1,657.74 2019-52528 8/20/2020 1,094,219 $16.41 0.99% 8/26/2020 9/28/2020Tax Year 2019 078-071-001-0002 F&S Grahamcrest LLC 2,790,000 capped 2019-63366 8/20/2020 2,450,000 na na na naTax Year 2019 122-722-001-0001 Damjj Ltd 3,584,701 $5,377.05 2019-64486 8/20/2020 2,600,000 $1,477.05 27.47% Received 9/1/2020Tax Year 2019 132-094-001-0001 VLR Texas Properties LLC 627,406 $941.11 2019-66784 8/20/2020 591,764 $53.46 5.68% 8/26/2020 9/28/2020Tax Year 2019 040-239-001-0051 7950 Bellfort Ltd 10,569,335 $15,854.00 2019-70350 8/20/2020 9,000,000 $2,354.00 14.85% Received 9/28/2020Tax Year 2019 034-203-002-0192 Reynolds Tony Rex & Janice 895,205 $1,342.81 2019-71776 10/8/2020 840,000 $82.81 6.17% Received 11/2/2020Tax Year 2019 040-239-000-0002 APT Broadway Village LLC 7,193,707 $10,790.56 2019-73808 8/20/2020 4,945,284 $3,372.63 31.26% 8/26/2020 9/28/2020Tax Year 2019 028-059-000-0016 Stiles Properties Braniff Road Ltd 1,813,350 $2,720.02 2019-73872 8/20/2020 1,650,000 $245.02 9.01% Received 9/1/2020Tax Year 2019 040-239-000-0078 GHC Property LLC 8,651,271 2019-62728 8,100,000Tax Year 2019 096-319-000-0004 Icon Owner Pool 6 West Southwest 5,514,000 $8,271.00 2019-64951 9/29/2020 4,900,000 $921.00 11.14% 10/5/2020 11/2/2020Tax Year 2019 034-203-001-0023 Silk Road Properties LLC 383,250 no change 2019-66899 9/29/2020 383,250 $0.00 0.00% na naTax Year 2019 034-203-001-0025 Silk Road Properties LLC 425,178 no change 2019-66899 9/29/2020 425,178 $0.00 0.00% na naTax Year 2019 065-050-005-0004 Bradley Harry E Estate 806,136 $1,209.20 2019-67944 9/29/2020 700,000 $159.20 13.17% Received 11/2/2020Tax Year 2019 040-239-001-0014 Bellfort Village Phase II 10,579,588 $15,869.38 2019-70367 9/29/2020 9,000,000 $2,369.38 14.93% 10/5/2020 11/2/2020Tax Year 2019 125-821-001-0001 ARCP MT Houston TX LLC 271,847 capped 2019-70586 9/29/2020 90,615 na na na naTax Year 2019 126-063-001-0005 ARCP MT Houston TX LLC 15,058,758 $22,588.14 2019-70586 9/29/2020 12,830,722 $3,342.06 14.80% 10/5/2020 11/2/2020Tax Year 2019 126-063-001-0006 ARCP MT Houston TX LLC 17,741,100 $26,611.65 2019-70586 9/29/2020 15,097,743 $3,965.04 14.90% 10/5/2020 11/2/2020Tax Year 2019 126-063-001-0011 ARCP MT Houston TX LLC 149,759 $224.64 2019-70586 9/29/2020 49,920 $149.76 66.67% 10/5/2020 11/2/2020Tax Year 2019 118-422-001-0006 Enterprise Leasing Company of Houston 883,387 $1,325.08 2019-71077 9/29/2020 775,000 $162.58 12.27% 10/5/2020 11/2/2020Tax Year 2019 040-239-000-0011 Broadway Bellfort Prop LLC 2,904,568 $4,356.85 2019-73789 9/29/2020 2,750,000 $231.85 5.32% Received 11/2/2020

322,948,577 281,396,59187

Unsettled

Tax Year 2019 040-239-001-0020 Smith Jim R 2,175,000 2018-59994Tax Year 2019 078-051-001-0007 Grace Business Investments LLC 5,227,400 2018-69515Tax Year 2019 104-827-000-0001 Grace Business Investments LLC 1,772,210 2018-69515Tax Year 2019 040-239-001-0038 Smith Jim R 752,750 2019-53611Tax Year 2019 034-203-002-0101 Macey Family Properties Ltd 3,440,230 2019-54101Tax Year 2019 034-203-002-0108 Northden Holdings Ltd 1,309,607 2019-54298



281.444.4866

Hobby Area District


Jur 943


Value

Assessment


Date

Received

from HCAD


Assessment

% Reduction in

Assessment

Date

Designation

Form Sent to

Owner

Date

Refund

Notice Sent

to Bkpr

Tax Year 2019 034-203-002-0145 Northden Holdings Ltd 334,306 2019-54298Tax Year 2019 096-294-000-0003 Heritage Gulf Coast LLC 12,575 2019-55847Tax Year 2019 070-072-028-0001 Triangle Shopping Center LP 1,850,000 2019-56586Tax Year 2019 057-259-000-0046 Autozone Texas LP 1,246,093 2019-56953Tax Year 2019 040-239-000-0052 Lam Airport LP 1,900,000 2019-60193Tax Year 2019 128-049-001-0001 Almeda Center 45 LP 6,657,162 2019-60600Tax Year 2019 034-203-003-0204 Hazari LLC 740,269 $1,110.40 2019-60849 10/27/2020 710,207 $45.09 4.06% 10/29/2020 11/30/2020Tax Year 2019 034-203-003-0315 Hazari LLC 3,004,849 $4,507.27 2019-60849 10/27/2020 2,700,000 $457.27 10.15% 10/29/2020 11/30/2020Tax Year 2019 078-051-001-0001 PCL Galveston Partners Ltd 4,745,000 2019-62649Tax Year 2019 041-012-001-0032 ZMS & Associates Inc 28,400 $42.60 2019-63818 10/27/2020 27,400 $1.50 3.52% 10/29/2020 11/30/2020Tax Year 2019 064-063-008-0001 Furmanite US GSG LLC 1,311,500 $1,967.25 2019-63941 10/27/2020 1,240,000 $107.25 5.45% 10/29/2020 11/30/2020Tax Year 2019 015-115-011-0008 Adelaide Holdings LLC 1,885,186 2019-64438Tax Year 2019 094-210-000-0006 Public Storage Mgmt Inc 5,561,510 2019-65624Tax Year 2019 094-210-000-0007 Public Storage Mgmt Inc 2,438,490 2019-65624Tax Year 2019 043-228-000-0041 Ean Holdings LLC 1,126,080 2019-65933Tax Year 2019 062-031-002-0011 Maraldo Mike 762,685 2019-68070Tax Year 2019 098-435-000-0001 DDC Hotels Inc 7,208,682 2019-68415Tax Year 2019 060-077-009-0004 CWD Interests LLC 1,765,111 2019-69959Tax Year 2019 040-239-000-0041 ML Real Estate Interest Inc 2,499,525 2019-70058Tax Year 2019 096-249-000-0001 HSR Bellfort Plaza Apt LLC 6,050,150 2019-71443Tax Year 2019 034-207-012-0030 E J Stanton LP 805,708 2019-71745Tax Year 2019 034-203-001-0062 Sexton Interest IV Ltd 556,925 2019-72241Tax Year 2019 034-203-002-0100 Sexton Interests Ltd 2,824,371 2019-72527Tax Year 2019 034-203-003-0127 MPT Interest LLC 1,196,808 2019-72742Tax Year 2019 124-659-001-0002 Freeland Holdings Ltd 802,019 2019-73255Tax Year 2019 040-239-001-0009 Cardenas Adans 1,977,141 2019-73614Tax Year 2019 118-275-001-0001 Maankee Hospitality LLC 3,525,781 2019-73691Tax Year 2019 096-318-000-0006 Snyder Dan 2,834,688 2019-73966Tax Year 2019 034-203-002-0105 Krishna Hobby LLC 691,408 2019-79390Tax Year 2019 040-239-000-0061 APTBC LLC 6,302,752 2019-82303Tax Year 2019 040-239-000-0073 APTPW Ltd 4,510,678 2019-82323Tax Year 2019 129-096-001-0006 9333 Bryant LLC 5,265,073 2019-82859Tax Year 2019 Total Unsettled Accounts, original value 97,098,122


Tax Year 2020

Settled

Tax Year 20200 00

Unsettled

Tax Year 2020 062-031-003-0003 R Pennington Investments LP 1,559,580 101-20-000339Tax Year 2020 028-063-002-0014 B&G Tobacco & Candy Co Inc 1,475,740 101-20-000485Tax Year 2020 034-203-001-0011 Spencer Bluebonnet LLC 762,167 101-20-000639Tax Year 2020 129-096-001-0004 Pej Real Estate LLC 3,895,738 101-20-000642



281.444.4866

Hobby Area District


Jur 943


Value

Assessment


Date

Received

from HCAD


Assessment

% Reduction in

Assessment

Date

Designation

Form Sent to

Owner

Date

Refund

Notice Sent

to Bkpr

Tax Year 2020 129-096-001-0002 Pej Real Estate LLC 3,858,329 101-20-000643Tax Year 2020 034-207-012-0001 CPE Enterprises LLC 1,642,572 101-20-000685Tax Year 2020 034-203-001-0078 NCO Inc 2,141,843 101-20-000687Tax Year 2020 034-203-002-0081 Cidema Three Limited Partnership 2,587,473 101-20-000880Tax Year 2020 062-031-003-0001 6614 Dixie Properties LLC 284,108 101-20-000914Tax Year 2020 062-031-003-0007 R Pennington Investments LP 664,362 101-20-000915Tax Year 2020 040-239-001-0034 JMM Enterprises LLC Series 6 et al 4,121,500 101-20-001048Tax Year 2020 065-050-007-0027 Continental Airlines Inc 815,805 101-20-001338Tax Year 2020 040-239-000-0051 CFS 2907 Houston LLC 2,211,855 101-20-001555Tax Year 2020 040-239-000-0169 CFS 2907 Houston LLC 556,156 101-20-001555Tax Year 2020 042-195-000-0050 CFS 2907 Houston LLC 218,305 101-20-001555Tax Year 2020 096-385-000-0002 Irapak Investments LLC 1,265,202 101-20-001621Tax Year 2020 095-063-000-0020 Odutayo Family Limited Partnership 532,986 101-20-001690Tax Year 2020 034-207-012-0004 Nicole Meldrum LP 1,686,162 101-20-001691Tax Year 2020 034-203-001-0319 Nicole Meldrum LP 891,657 101-20-001692Tax Year 2020 034-203-002-0094 Perry Homes LLC 4,323,600 101-20-001711Tax Year 2020 034-203-002-0126 Hansen Road Ltd 1,340,920 101-20-001765Tax Year 2020 041-012-001-0106 Fortuna Land LLC 65,120 101-20-001813Tax Year 2020 041-012-001-0115 Fortuna Land LLC 513,611 101-20-001813Tax Year 2020 128-049-001-0001 Almeda Center 45 LP 5,953,735 2019-60600Tax Year 2020 040-239-000-0061 APTBC LLC 8,836,766 2019-82303Tax Year 2020 040-239-000-0073 APTPW Ltd 5,393,486 2019-82323Tax Year 2020 057-259-000-0046 Autozone Texas LP 1,302,905 2020-42678Tax Year 2020 119-763-001-0001 PVA Realty Trust 1,596,192 2020-44443Tax Year 2020 129-987-001-0002 Altec Industries Inc 1,893,809 2020-46068Tax Year 2020 040-239-000-0041 2ML Real Estate Interest Inc 2,447,200 2020-46362Tax Year 2020 122-722-001-0001 DAMJJ Ltd 2,835,816 2020-46481Tax Year 2020 034-203-002-0118 Atrium Finance II LP 17,950,440 2020-47017Tax Year 2020 034-203-002-0130 Atrium Finance II LP 1,581,088 2020-47017Tax Year 2020 034-203-002-0161 JDHQ Land Holding LLC 2,852,264 2020-47017Tax Year 2020 034-203-004-0003 Atrium Finance II LP 543,930 2020-47017Tax Year 2020 040-239-000-0046 Brixmor Holdings 12 SPE LLC 2,502,551 2020-47766Tax Year 2020 040-239-000-0084 Brixmor Holdings 12 SPE LLC 3,135,767 2020-47766Tax Year 2020 070-072-028-0001 Triangle Shopping Ctr LP 2,433,398 2020-47949Tax Year 2020 126-063-001-0003 Wal-Mart Real Estate Business Tr 11,595,730 2020-48105Tax Year 2020 096-384-000-0002 Athens Investments LLC 1,906,426 2020-48232Tax Year 2020 065-050-005-0004 Bradley Harry E Estate 863,842 2020-48289Tax Year 2020 129-785-001-0001 Advance Stores Company Inc 8094 771,844 2020-48384Tax Year 2020 047-123-000-0064 Gulf Towers Houston LLC 6,391,897 2020-49170Tax Year 2020 047-123-000-0066 Gulf Towers Houston LLC 6,295,631 2020-49170Tax Year 2020 040-239-000-0040 PF Casa cCuz LLC 14,370,649 2020-49885Tax Year 2020 123-155-001-0002 Houston Hobby Express Hotel Inc 3,938,538 2020-50202Tax Year 2020 046-205-000-0021 Nap III Hotel Group LLC 4,195,537 2020-50206Tax Year 2020 060-077-009-0004 CWD Interests LLC 1,794,922 2020-51088Tax Year 2020 040-239-000-0078 FC Tzadik Property Owner LP 16,003,053 2020-52790Tax Year 2020 109-787-000-0009 Preflight Parking Hobby LP 8,754,736 2020-52965Tax Year 2020 034-203-003-0123 Comerica Bank 2,353,685 2020-53315



281.444.4866

Hobby Area District


Jur 943


Value

Assessment


Date

Received

from HCAD


Assessment

% Reduction in

Assessment

Date

Designation

Form Sent to

Owner

Date

Refund

Notice Sent

to Bkpr

Tax Year 2020 129-785-001-0004 Kucinski Family Trust 873,206 2020-53315Tax Year 2020 129-578-001-0002 Capview Income & Value Fund IV LP 1,086,917 2020-53975Tax Year 2020 136-453-001-0001 Telephone Square LLC 8,047,983 2020-57252Tax Year 2020 118-275-001-0001 Maankee Hospitality LLC 2,743,845 2020-57401Tax Year 2020 119-800-001-0001 Bonuik Interests Ltd 3,189,285 2020-58047Tax Year 2020 034-203-002-0101 Macey Family Properties Ltd 3,569,643 2020-58163Tax Year 2020 040-239-001-0051 7950 Bellfort Ltd 12,235,899 2020-58169Tax Year 2020 119-602-001-0001 Syndex Corporation 7,355,002 2020-58374Tax Year 2020 034-203-001-0324 Medallion Investment IV 3,262,000 2020-58609Tax Year 2020 121-614-001-0001 Sai Inc 1,450,443 2020-58746Tax Year 2020 Total Unsettled Accounts, original value 221,724,851


Cumulative

Settled

Cumulative Grand Total Settled Accounts, original value 2,845,245,566 2,471,206,025Cumulative Grand Total Settled Accounts, number of accounts 871

Unsettled

Cumulative Grand Total Unsettled Accounts, original value 367,472,380

Cumulative Grand Total Unsettled Accounts, number of accounts 126

Color Legend

Light Gray Settled previouslyYellow Settled as of this reportWhite UnsettledPink Unsettled and new since previous report

Abbreviations

NA Not applicablex Previous to implementation of Designation Form

DELQRefund was not issued -- Reduction in assessment was applied to the account, and account still has a balance due.

PAIDRefund was not issued -- Reduction in assessment was applied to the account, and account is now paid in full.

NYB Not yet billed25.25b Settled under Tax Code 25.25b; refund processed



281.444.4866

Page 1 of 2

PERDUE, BRANDON, FIELDER, COLLINS & MOTT L.L.P.

DELINQUENT ASSESSMENT REPORT

HOBBY AREA DISTRICT

December 10, 2020

Amounts shown are 2019 base assessment amounts unless indicated. Suit pending:

Industrial Surplus Inc. 17-18 assessments $6,054.71, 9200 Telephone Rd – 0480010000195 We have intervened in a suit filed by Harris County. Judgment was signed on 8/23/19; the judgment is final. A judgment letter has been sent and we have filed an abstract of judgment. They made a partial payment and filed a correction request with the appraisal district; HCAD says their request was denied. On 3/17/20, a tax service called to confirm the balance due. On 6/26/20, a title company requested a payoff statement which was sent. The county has not set the property for tax sale because the county taxes have been paid. The 2019 assessments have been paid in full.

Global New Millennium Partners Ltd. 18-19 assessments $890.64, 6750 Telephone Rd.-0600090000060 We have intervened in a suit filed by Harris County. A trial date was set for 6/12/20 but was cancelled. The county is not proceeding with the suit because their taxes were paid; a balance letter has been sent to the property owners; if they fail to respond, we will take the lead in the suit.

Kenneth Narinesingh 16-19 assessments $851.47, 8243 Telephone Rd – 0650500040007 We have intervened in a suit filed by Harris County; judgment was signed on 5/14/18. The judgment is final. The county had the property set for tax sale on 12/4/18 but the sale was cancelled when the county taxes were paid. A new lawsuit was filed by the county for the 2018 and 2019 taxes; we have intervened on behalf of the District.

8800 Tavenor Lane LLC $591.02, West 1/2 of Tract 7 Block 12 Section 8 on Tavenor Ln.-0342070120007

Suit filed; a hearing date will be set when the defendant has been served. They also owe taxes to Pasadena ISD, another client we represent.

Rodney E. Underwood d/b/a Uplift House 13-19 assessments $531.46, 6549 Northdale St.-0600770090019

We have intervened in a suit filed by Harris County. A trial date was set for 3/13/20 and again for 6/12/20 but both dates were cancelled; a new trial date will be set. In February, Rodney Underwood and American Title called for payoff statements which were sent.

Victor & Maria E. Caraveo 15-19 assessments $521.95, 6902 Telephone Rd – 0600170290001 We have intervened in a suit filed by Harris County; we will monitor the case.

Terry A. Owens 15-18 assessments $486.81, 7437 Almeda Genoa Rd – 0480340000025 We have intervened in a suit filed by Harris County; judgment was signed 6/3/19. The judgment is final; a judgment letter has been sent but there has been no response. We have filed an abstract of judgment.

JSO Properties LLC/Jerry O’Brien $46.40, Lot 19 Block 6 on Morley St.-0740390060019 We have intervened in a suit filed by Harris County; we will monitor the case.

JSO Properties LLC/Jerry O’Brien $43.88, 7530 Morley St.-0740390070005 We have intervened in a suit filed by Harris County; judgment was signed on 9/4/20. A judgment letter has been sent and we have filed an abstract of judgment.

Page 2 of 2

2019 accounts:

In addition to other 2019 accounts listed on this report, there are 50 accounts with 2019 base assessments ranging from $2 to $2,085; 38 of these accounts have base assessments of less than $400. Demand letters have been sent, we are trying to reach each owner by phone and we are contacting lienholders, where appropriate. Other accounts:

Ham’s Aviation Maintenance Service Inc. 13-19 assessments $5,454.19, improvements only account at 8703 Telephone Rd – 0432280000031

We have spoken to Carla Ham who said they left Houston many years ago and that Million Air is now the owner of this location. This is a building on city owned land at Hobby Airport. We have told HCAD what we know and we have asked them twice to let us know what they know about this account and they have not replied, the county tax office has over $315,000 due on this account, it is odd that HCAD is unresponsive and nothing seems to have been done on this. A tax service contacted us on 5/18/17 and again on 6/23/17 for a payoff balance.

The Furniture Bank 18 assessments $4,546.44, 8220 Mosley Rd – 0342030020122 This account is a late delinquency. They filed for exempt status but HCAD denied their request. A lawsuit has been entered and will be filed shortly.

• In addition to the accounts listed above, there are 31 accounts with base assessments between $3 and $1,756. Demand letters have been sent, we are trying to reach each owner by phone and we are contacting lienholders, where appropriate. Due to the size of the accounts, further action is not recommended at this time. If you have any questions, please feel free to contact me.

Carl O. Sandin

Email: [email protected] Office: 713-802-6965 (Direct Line) Mobile: 713-824-1290 Fax: 713-862-1429

mailto:[email protected]



AGENDA MEMORANDUM


7. Receive and consider responses to Request for Proposals for ROW maintenance, special projects, litter abatement and landscaping; award contract and authorize execution of contract.

November 30, 2020

PROPOSAL FOR ROW MAINTENANCE FOR THE HOBBY AREA DISTRICT

Hobby Area DistrictAttn: Beth Strope821 Broadway, Suite 199Houston, TX 77061

Page 1 of 10

Statement of Qualifications

Company Introduction

SMC Landscape Services is a landscape company located in Houston, TX. SMC employs individuals with various landscape work experience and expertise.

We offer landscape maintenance, litter pickup, irrigation maintenance and installation, tree trimming, and many other landscape maintenance services. We serve residential and commercial properties alike.

Our main customers are management districts in the Greater Houston area. We understand how management districts work and we strive to provide our best possible service to keep our city looking beautiful.

Related Experience

We currently work with seven management districts including the Hobby Area District. We provide landscape maintenance of the ROW, litter pick-up and various landscape projects. We have been working with the Hobby Area District since 2014 and we are familiar with the area and the needs of the District.

Our crews work hard to keep the Districts clean and looking beautiful on a daily basis. We understand that keeping the District clean and beautiful requires a professional staff that is able to respond to the needs of the District. Currently, our three crews work hard to keep the District clean. We appreciate the opportunity to provide our proposal for the 2021 ROW Maintenance.

Page 2 of 10

Proposal for ROW Maintenance

OVERVIEW

SMC Landscape Services is pleased to submit this proposal for the Hobby Area District to provide ROW maintenance services that will contribute to the achievement of the District’s goals in promoting and improving area beautification. We pride ourselves in providing the best possible service that improves the cleanliness and beautification of the areas that we maintain. We do this by thoroughly understanding District boundaries and topography, improving upon areas that have already been beautified, and maintaining its natural qualities while working with the environment to help these areas flourish.

OBJECTIVE

The landscape maintenance services crew will cover the Hobby Area District to provide comprehensive District-wide services at the direction of the District. The focus of our services will revolve around the District’s described Scope of Services, which include the following:

Special Projects

• A full-time crew of four (4) will be working from 6:30 A.M. to 3:00 P.M. for five (5)days a week.

• A DISTRICT representative together with the CONTRACTOR shall determine theRightof-Way (ROW) sites that are a priority for mowing and edging, which will focus ongateways and major business corridors. The ROW s selected to be mowed will be enoughto allow for a two (2) week turnaround.

• Collect and dispose of litter, removal of debris and bandit signs from public ROW andesplanades of thoroughfares within the DISTRICT boundaries. The ROW includes allareas within the setback, either 10' from the curb (or edge of street) or 3' from the outeredge of an existing sidewalk or pedestrian pathway.

• Collect and dispose of litter, mow, and edge Monroe Boulevard ditch and medians fromthe Gulf Freeway to Panair Street. Mowing of the median includes from the curb orprivate property line to the embankment of the ditch. Mowing of the ditch includes theditch in the Monroe Boulevard median and includes the ditch as is continues behind theHoliday Inn (8611 Airport Boulevard) to Panair Street.

• Mow under maintained right-of-way areas of the DISTRICT.• Porter services crew may collect litter, mow, and edge other ROW on an as needed basis,

as directed by the DISTRICT.• Porter services crew may do additional special projects, such as edge to expose curves

and sidewalks and small tree trimming projects, as requested to improve the appearanceof the DISTRICT.

• Collect all bandit signs located along public ROW' s on the streets in the scope of work.

Page 3 of 10

Broadway Landscape Maintenance

• CONTRACTOR will collect and dispose of litter, dispose of debris, weed flower beds,and apply herbicide within medians on Broadway Street from Interstate 45 FrontageRoad to Airport Boulevard each week, fifty-two (52) times a year.

• CONTRACTOR will water setback trees within the designated area fifty-two (52) timeseach year.

• CONTRACTOR will fertilize trees and shrubs within the designated area two (2) timeseach year, in the Spring and Fall. CONTRACTOR will apply mulch to flower bedswithin the designated area two (2) times each year.

• CONTRACTOR will fertilize flowers within the designated area three {3) times eachyear.

• CONTRACTOR will change out seasonal color within the designated area three (3) timeseach year.

Other Maintenance • Mow, edge, etc West sand North side of I-45.• Collect litter and debris West side of I-45.• Herbicide applications as needed.• Seasonal trimming.• Removal of dead vegetation.• Underpass cleanup at Broadway and I-45 once a month.• ROW mowing Northside of I-45 from Kingsley at Broadway and I-45 in the district

boundary.• Prune small trees (15 ft and under) at Broadway and I-45 in the district boundary.• Power wash 22 Metro Bus Shelters.• Trash pickup and Disposal at 22 Metro Bus Shelters.

ADDITIONAL SERVICES Additional services not listed under the scope of work requested by the DISTRICT.

• Clean-up of illegal dumpsites• Tire disposal.

Page 4 of 10

OPPORTUNITY

The Hobby Area District is requesting a professional landscape maintenance company that understands the needs and requirements to maintain areas that will make the District the ideal place for businesses and families alike to live and work. Our crews are always on the lookout for potential problems that occur on a daily basis such as damage to plants and/or esplanades due to traffic accidents as well as irrigation issues that arise from weather related changes. We stay in constant communication with District staff to make sure that any issues are corrected in a timely manner.

SOLUTION

Based on previous experience and the successful implementation of similar projects in other districts, as well as the Hobby Area District, we propose the following plan of action to provide the best possible service. SMC Landscape Services will provide employees with uniforms, personal safety equipment, and all necessary equipment to perform the services as required by the request for proposal. All services are to be provided under the direction if the Hobby Area Management District.

PRICE

Our monthly price to provide the services as outlined in this RFP is $34,365.97. The breakdown and yearly price is outlined in the next page.

Page 5 of 10

Number Rate Cost

Special Projects 52 $ 3,286.30 $170,887.63

Broadway Landscape Maintenance

Maintenance 52 $ 1,474.20 $ 76,658.40

Fertilize tree/shrub 2 $ 3,171.89 $ 6,343.79

Fertilize flowers 3 $ 467.84 $ 1,403.51

Seasonal flower change 3 $ 2,411.17 $ 7,233.50

Water setback trees 52 $ 393.12 $ 20,442.24

Mulch beds 2 $ 15,554.07 $ 31,108.14

$143,189.58

Gulf Freeway Landscape Maintenance

Mow, edge, etc. West and North side of I-45

12 $ 2,425.50 $ 29,106.00

Collect litter and debris West side of I-45

12 $ 1,616.06 $ 19,392.66

Herbicide application 4 $ 1,662.57 $ 6,650.28

Seasonal trimming 1 $ 13,230.00 $ 13,230.00

Remove dead vegetation 1 $ 3,307.50 $ 3,307.50

Suicide Circle 12 $ 420.00 $ 5,040.00

ROW mowing Kingsley to Almeda Genoa

12 $ 824.25 $ 9,891.00

ROW mowing Northside of 45 from Kingsley to Suicide Circle

12 $ 105.00 $ 1,260.00

Prune Small Trees (15 ft. and under) at Suicide Circle

1 $ 1,050.00 $ 1,050.00

$88,927.44

Metro Bus Shelters

Power Wash 22 bus shelters 12 $ 577.50 $ 6,930.00

Trash Pickup and Disposal 52 $ 47.25 $ 2,457.00

$9,387.00

Total $412,391.65

Page 6 of 10

Listing of Current Clients

Name: Hobby Area District

Contact: Beth Strope, CPA, Executive Director

832-982-2026

Address: 8121 Broadway, Suite 199

Houston, TX 77061

Name of Project: ROW Maintenance, Landscaping and Litter Abatement Services

Location of Project: Major thoroughfares within the Hobby district including Almeda Genoa, Orem Rd, Mykawa, Airport, Monroe, Telephone, Bellfort, Broadway, Reveille, Dixie Rd.

Brief Description of work: We provide mowing and edging of adopted esplanades and under-maintained right-of-ways. Landscape maintenance of the Broadway corridor. Removal of trash and debris on the public right-of-way of all major thoroughfares within the District boundaries to ensure a well maintained area. Power wash METRO bus shelters as well as trash pick-up and disposal of METRO bus shelters. We have been providing these services since 2014.

Name: International Management District

Contact: Natali Hurtado, Director of Services, 281-564-5252

Address: 11360 Bellaire Blvd. Suite 960

Houston, TX 77072

Name of Project: Litter Abatement and Landscaping Services

Location of Project: Our focus is within District boundaries that include major thoroughfares including Bellaire Blvd., Bissonnett, Beechnut, Wilcrest, Boone Rd., Kirkwood, Eldridge, and Dairy Ashford.

Brief Description of work: Removal of trash and debris on the public right-of-way of all major thoroughfares within the District boundaries to ensure a well maintained area. We also provide mowing and edging of adopted esplanades and under-maintained right-of-ways. Additionally, we provide special projects services such as seasonal flower planting, tree planting and irrigation inspection services. We have been providing these services to the District since 2011.

Page 7 of 10

Name: Southwest Management District

Contact: Alice Lee, Executive Director

713-501-8719

Address: 6588 Corporate Drive, Ste. 168

Houston, TX 77036

Name of Project: Litter Abatement and Streetscape Services

Location of Project: HW 59 South, Hillcroft St., Bissonet St., Gessner Dr., Westpark Tollway, HW 59 South, Redding Rd, Sands Point Dr., Beechnut St, and 59 South.

Brief Description of work: We remove trash and debris on the public right-of-way of all major thoroughfares within the district boundaries. We also mow and edge weeded right-of-ways along major roads. We provide special projects services such as seasonal flower planting, tree planting and irrigation inspection services. Special projects include underpass cleanup. We have been providing these services since 2012.

Name: Near Northwest Management District

Contact: Wayne Norden, President

832-895-8021

Address: 7603 Antoine

Houston, TX 77088

Name of Project: Landscape Maintenance Services

Location of Project: We cover the 16 square mile of the District boundaries and provide comprehensive District-wide landscaping services of their adopted esplanades, 8 acre grounds known as the White Oak Conference Center and their 220 acre greenspace.

Brief Description of work: Provide landscape maintenance services to the areas described as well as to conduct monthly irrigation repairs as well as planting requirements. We have been providing these services since 2018.

Page 8 of 10

Name: East Aldine Management District

Contact: Richard Cantu, Director of Services

713-595-1220

Address: 5333 Aldine Mail Route

Houston, TX 77039

Name of Project: ROW Maintenance and Litter Abatement Services

Location of Project: Beltway 8, Green Belt, Aldine Westfield from Aldine Bender to Green Belt, Aldine Mail Rt. And major thoroughfares within the District.

Brief Description of work: Removal of trash and debris on the public right-of-way of all major thoroughfares within the District boundaries to ensure a well maintained area. We have been providing these services since 2013. We began providing ROW maintenance services since January 2016.

Name: Spring Branch Management District

Contact: Josh Hawes, Director of Services, 713-595-1219

Address: 9610 Long Point Dr.

Houston, TX 77055

Name of Project: Litter Abatement and Landscaping Services

Location of Project: Major thoroughfares within the Spring Branch district including Long Poin Dr., Hammerly, Kempwood, Clay Rd., Gessner, Blalock, Bingle.

Brief Description of work: Removal of trash and debris on the public right-of-way of all major thoroughfares within the District boundaries to ensure a well maintained area.

Page 9 of 10

Name: Brays Oaks Management District

Contact: Ben Brewer, Director of Services, 210-889-5815

Address: 10103 Fondren Rd. Suite 300

Houston, TX 77096

Name of Project: Litter Abatement and Streetscape Services

Location of Project: Our focus is within District boundaries that include major thoroughfares including Fondren, Gessner, W. Bellfort, W. Airport, Braeswood, Bissonnet, Willowbend and Creekbend.

Brief Description of work: Removal of trash and debris on the public right-of-way of all major thoroughfares within the District boundaries to ensure a well maintained area. We have been providing these services since 2011.

Page 10 of 10

QUALIFICATIONS

SMC Logistics, LLC DBA SMC Landscape Services has been awarded the following certifications:

City of Houston Disadvantage Business Enterprise (DBE) City of Houston Women Business Enterprise (WBE) City of Houston Minority Business Enterprise (MBE)

We are certified in the following categories:

Landscape Care and Maintenance Services Lawn Care Services (e.g. fertilizing, mowing, seeding, spraying) Trash Collection Services Painting (Except Roof) Contractors

Certificates enclosed in this proposal.

Insurance Requirements

SMC Logistics, LLC DBA SMC Landscape Services has the following insurance requirements. We will meet or exceed the District’s insurance requirements.

Commercial General Liability Automobile Liability Commercial Umbrella Texas Workers Compensation

Insurance certificate enclosed in this proposal.

ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED?

INSR ADDL SUBRLTR INSD WVD

PRODUCER CONTACTNAME:

FAXPHONE(A/C, No):(A/C, No, Ext):

E-MAILADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATIONAND EMPLOYERS' LIABILITY

DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE

EACH OCCURRENCE $DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence)

MED EXP (Any one person) $

PERSONAL & ADV INJURY $

GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT

OTHER: $COMBINED SINGLE LIMIT

$(Ea accident)

ANY AUTO BODILY INJURY (Per person) $OWNED SCHEDULED

BODILY INJURY (Per accident) $AUTOS ONLY AUTOSHIRED NON-OWNED PROPERTY DAMAGE

$AUTOS ONLY AUTOS ONLY (Per accident)

$

OCCUR EACH OCCURRENCECLAIMS-MADE AGGREGATE $

DED RETENTION $PER OTH-STATUTE ER

E.L. EACH ACCIDENT

E.L. DISEASE - EA EMPLOYEE $If yes, describe under

E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below

INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY

Y / NN / A

(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THISCERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIESBELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZEDREPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement onthis certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION

© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

$

$

$

$

$

The ACORD name and logo are registered marks of ACORD

9/9/2020

(281) 656-3000 (281) 656-3001

20443

SMC Logistics, LLC12200 Carlsbad St.Houston, TX 77085

2050820427

A 1,000,000

6079137932 9/8/2020 9/8/2021 1,000,00010,000

1,000,0002,000,0002,000,000

1,000,000B6079137929 9/8/2020 9/8/2021

1,000,000A6079137901 9/8/2020 9/8/2021 1,000,000

10,000C

6079137915 9/8/2020 9/8/2021 1,000,0001,000,0001,000,000

A Equipment Floater 6079156111 9/8/2020 Scheduled Equipt 112,417

See attached Comments/Remark page (Form OFREMARK) for additional information.;

Hobby Area District8121 BroadwaySuite 199Houston, TX 77061

SMCLOGI-01 CINDYE

Carroll Insurance Agency Ltd.14906 FM 529Houston, TX 77095 [email protected]

Continental Casualty CompanyValley Forge Insurance CompanyAmerican Cas Co of Reading PA

X

9/8/2021

XX

X

X

X

X

X

FORM NUMBER:

EFFECTIVE DATE:

The ACORD name and logo are registered marks of ACORD

ADDITIONAL REMARKS

ADDITIONAL REMARKS SCHEDULE

FORM TITLE:

Page of

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM,

ACORD 101 (2008/01)

AGENCY CUSTOMER ID:LOC #:

AGENCY NAMED INSURED

POLICY NUMBER

CARRIER NAIC CODE

© 2008 ACORD CORPORATION. All rights reserved.

Carroll Insurance Agency Ltd.

SMCLOGI-01

SEE PAGE 1

1

SEE PAGE 1

ACORD 25 Certificate of Liability Insurance

1

SEE P 1

SMC Logistics, LLC12200 Carlsbad St.Houston, TX 77085

SEE PAGE 1

CINDYE

1

Additional RemarksThe General Liability, Auto and Workers Compensation policies include a Blanket Waiver of Subrogation Endorsement that provides this feature only when there is a written contract that requires such status. The General Liability and Auto policies include a Blanket Additional Insured Endorsement provision that provides additional insured status to the certificate holder only when there is a written contract that requires such status. The contractual liability coverage provided by the General Liability is standard and may not cover all liabilities assumed by the named insured under its contract with the certificate holder.



AGENDA MEMORANDUM


8. Discuss arrangement with Hawes Hill & Associates to obtain creative writing services for business, community and district engagement; approve funding for additional expense.



AGENDA MEMORANDUM


9. Approve contract with Precinct 2 Constables office for dedicated patrol officers for the District.



AGENDA MEMORANDUM


10. Executive Director’s Report/Board Member or Staff Announcements.



AGENDA MEMORANDUM


11. Next Meeting – January 14, 2021.

Documents

Agendas and Agenda Materials...2020/12/10 · Position 8, Darryl Bailey Position 9, James Brown, Secretary/Treasurer and all the above were present, except Directors Rambo and Brown,