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Home My WebLink About10/14/2025-4A-Agenda Packet-Regular4A INDUSTRIAL DEVELOPMENT BOARD MEETING AGENDA OCTOBER 14, 2025, 6:00 PM 4A INDUSTRIAL DEVELOPMENT BOARD REGULAR MEETING HISTORIC CHURCH BUILDING - 403 N 7TH STREET, SANGER, TEXAS CALL THE REGULAR MEETING TO ORDER AND ESTABLISH A QUORUM INVOCATION AND PLEDGE CITIZENS COMMENTS This is an opportunity for citizens to address the Board on any matter. Comments related to public hearings will be heard when the specific hearing begins. Citizens are allowed 3 minutes to speak. Each speaker must complete the Speaker’s Form and include the topic(s) to be presented. Citizens who wish to address the Board with regard to matters on the agenda will be received at the time the item is considered. The Board is not allowed to converse, deliberate or take action on any matter presented during citizen input. CONSENT AGENDA All items on the Consent Agenda will be acted upon by one vote without being discussed separately unless requested by a Board member to remove the item(s) for additional discussion. Any items removed from the Consent Agenda will be taken up for individual consideration. 1. Consideration and possible action on 4A minutes from 08-25-2025. ACTION ITEMS 2. Consideration and possible action on a professional services agreement with The Retail Coach for retail recruitment services, in partnership with the Sanger Texas Development Corporation. The Sanger Industrial Development Corporation’s portion of the total $28,000 contract shall not exceed $14,000.00; and authorizing the Director to execute all necessary documents. REPORTS Staff Reports are for discussion only. No action may be taken on items listed under this portion of the agenda. 3. Financial Reports. FUTURE AGENDA ITEMS 1 The purpose of this item is to allow the President and Board members to bring forward items they wish to discuss at a future meeting, A Board member may inquire about a subject for which notice has not been given. A statement of specific factual information or the recitation of existing policy may be given. Any deliberation shall be limited to a proposal to place the subject on an agenda for a subsequent meeting. Items may be placed on a future meeting agenda with a consensus of the Board or at the call of the President. EXECUTIVE SESSION Pursuant to the Open Meetings Act, Chapter 551, the City Council Will Meet in a Closed Executive Session in Accordance with the Texas Government Code: Sec. 551.072. DELIBERATION REGARDING REAL PROPERTY For deliberations regarding the purchase, exchange, lease, or value of real property if deliberation in an open meeting would have a detrimental effect on the position of the governmental body in negotiations with a third person. Discussion will include multiple sites located east of I-35. RECONVENE INTO REGULAR SESSION Reconvene into Regular Session and take any action deemed necessary as a result of Executive Session. ADJOURN NOTE: The Board reserves the right to adjourn into Executive Session as authorized by Texas Government Code, Section 551.001, et seq. (The Texas Open Meetings Act) on any item on its open meeting agenda in accordance with the Texas Open Meetings Act, including, without limitation Sections 551.071-551.087 of the Texas Open Meetings Act. CERTIFICATION I certify that a copy of this meeting notice was posted on the bulletin board at City Hall that is readily accessible to the general public at all times and was posted on the City of Sanger website on October 08, 2025, at 3:30 PM. Shelley Warner, Secretary The Historical Church is wheelchair accessible. Request for additional accommodations or sign interpretation or other special assistance for disabled attendees must be requested 48 hours prior to the meeting by contacting the City Secretary’s Office at 940.458.7930. 2 4A INDUSTRIAL DEVELOPMENT BOARD COMMUNICATION DATE: October 14, 2025 FROM: Shani Bradshaw, Director of Economic Development AGENDA ITEM: Consideration and possible action on 4A minutes from 08-25-2025. SUMMARY: Consideration and possible action on 4A minutes from 08-25-2025. FISCAL INFORMATION: Budgeted: NA Amount: NA GL Account: NA RECOMMENDED MOTION OR ACTION: Staff recommends approval. ATTACHMENTS: 4A minutes from 08-25-2025. 3 Item 1. 4A Minutes 08-25-2025 Page 1 of 3 4A INDUSTRIAL DEVELOPMENT BOARD MEETING MINUTES AUGUST 25, 2025, 6:00 PM 4A INDUSTRIAL DEVELOPMENT SPECIAL MEETING DEVELOPMENT SERVICES BUILDING - 201 BOLIVAR STREET, SANGER, TEXAS 76266 CALL THE MEETING TO ORDER AND ESTABLISH A QUORUM As there was a quorum Board Member McAlister called the meeting to order at 6:01 P.M. BOARD MEMBERS PRESENT Board member, Place 1 Jofree Fincher Board Member, Place 2 Sue Allison Board Member, Place 4 Nancy McAlister Board Member, Place 5 Greg Taylor BOARD MEMBERS ABSENT Board Member, Place 3 Shannon Gann STAFF MEMBERS PRESENT Director of Economic Development Shani Bradshaw and Coordinator of Economic Development Morgan Miller INVOCATION AND PLEDGE Led by Board Member McAlister. CITIZENS COMMENTS No citizens came forward to speak. DISCUSSION ITEMS 1. Discussion on potential strategic initiative for economic growth and development. 4 Item 1. 4A Minutes 08-25-2025 Page 2 of 3 Board Member McAlister read the item. Director Bradshaw presented the item along with handouts. Comments were made and questions were asked by Board Member Alison, Board Member Hall, and Board Member McAlister. Director Bradshaw & Coordinator Miller responded and addressed questions. CONSENT AGENDA 2. Consideration and possible action on 4A minutes from 07/01/2025. Motion to approve the 4A minutes from 07/01/2025 was made by Board Member Fincher, Seconded by Board Member Alison. Voting Yea: Board Member McAlister and Boad Member Taylor. The motion passed unanimously. ACTION ITEMS 3. Consideration and possible action to approve and authorize the execution of service agreement with Civic Solutions Partnership, LLP for the development of an Economic Development Strategic Plan, subject to City Council approval. Director Bradshaw presented the item and distributed handouts. Comments were made and questions were asked by Board Member Fincher, Board Member Alison and Board Member McAlister. Director Bradshaw responded. Motion to approve the service agreement with Civic Solutions Partnership, LLP for the development of an Economic Development Strategic Plan, was made by Board Member Alison. Seconded by Board Member Fincher. Voting Yea: Board Member McAlister and Boad Member Taylor. The motion passed unanimously. 4. Consideration and possible action on electing officers for the Sanger Industrial Development Corporation Board Member McAlister nominated Board Member Fincher for President. Seconded by Board Member Alison. Board Member McAlister nominated Board Member Alison for Vice President. Seconded by Board Member Fincher. Voting Yea: Board Member McAlister and Boad Member Taylor. The motion passed unanimously. 5 Item 1. 4A Minutes 08-25-2025 Page 3 of 3 REPORTS 5. Financial Reports. Director Bradshaw goes over the financial report. FUTURE AGENDA ITEMS No items were discussed. ADJOURN As there were no further items on the agenda Board Member McAlister adjourned the meeting at 7:13 p.m. 6 Item 1. 4A INDUSTRIAL DEVELOPMENT BOARD COMMUNICATION DATE: October 14, 2025 FROM: Shani Bradshaw, Director of Economic Development AGENDA ITEM: Consideration and possible action on a professional services agreement with The Retail Coach for retail recruitment services, in partnership with the Sanger Texas Development Corporation. The Sanger Industrial Development Corporation’s portion of the total $28,000 contract shall not exceed $14,000.00; and authorizing the Director to execute all necessary documents. SUMMARY: On July 1, 2025, the Sanger Industrial Development Board approved its budget, including a $14,000 allocation to partner with the 4B Board in hiring The Retail Coach for recruitment efforts. While 4A funds can’t be used directly for retail, the Board viewed this partnership as a way to indirectly support business and industrial growth by boosting commercial activity and attracting complementary industries. Attached is a proposal from The Retail Coach, a retail recruitment firm with over 25 years of experience. They will assist the Sanger EDC in identifying and recruiting retailers and restaurants suited to the local market, providing coaching, recruitment tracking, and marketing tools through their Retail 360® process. Services and Deliverables Include:  Market Analysis: Retail trade area mapping, demographics, psychographics, and competing community review  Site Evaluation: Identification and profiling of key vacancies and redevelopment opportunities  Retailer & Developer Recruitment: Targeted outreach, recruitment dashboard, and ongoing performance updates  Marketing Materials: Retail Market Profile, site-specific feasibility packages, and an online Retail360® dashboard  Ongoing Support: Monthly progress calls, coaching, and representation at regional and national retail events Staff recommends hiring The Retail Coach for their experience, strategy, and ability to grow Sanger’s retail base. Though focused on retail recruitment, their work may also support broader economic and industrial growth. Legal has reviewed and approved the Agreement. FISCAL INFORMATION: Budgeted: $14,000 Amount: Total Contact $28,000 GL Account: NA RECOMMENDED MOTION OR ACTION: Staff recommends approval. ATTACHMENTS:  Professional Services Agreement & Scope of Services 7 Item 2. PROFESSIONAL SERVICES AGREEMENT This Agreement for Professional Services (“Agreement”) is made by and between the Sanger Economic Development Corporation (“Client”) and The Retail Coach, LLC, a limited liability company (“Professional”) (each a “Party” and collectively the “Parties”), acting by and through their authorized representatives. RECITALS: WHEREAS, the Client desires to engage the services of the Professional as an independent contractor, and not as an employee, to provide the services described in Exhibit “A” (the “Scope of Services”) to assist Client in creating a Retail Recruitment & Development Strategy (the “Project”); and WHEREAS, the Professional desires to render professional services Client on the terms and conditions set forth in this Agreement; NOW THEREFORE, in exchange for the mutual covenants set forth herein, and other valuable consideration, the sufficiency and receipt of which are hereby acknowledged, the Parties agree as follows: Article I Term 1.1 This Agreement shall commence on the last date of execution hereof (“Effective Date”) and continue for twelve months, unless sooner terminated as provided herein. 1.2 Either Party may terminate this Agreement by giving thirty (30) days prior written notice to the other Party. In the event of such termination the Professional shall deliver to Client all finished and unfinished documents, data, studies, surveys, drawings, maps, reports, photographs or other items prepared by the Professional in connection with this Agreement. Professional shall be entitled to compensation for any services completed to the reasonable satisfaction of Client in accordance with this Agreement prior to such termination. Article II Scope of Service 2.1 The Professional shall perform the services in connection with the Project as set forth in the Scope of Services. 2.2 The Parties acknowledge and agree that any and all opinions provided by the Professional in connection with the Scope of Services represent the professional judgment of the Professional, in accordance with the professional standard of care applicable by law to the services performed hereunder. 8 Item 2. Article III Schedule of Work The Professional agrees to complete the required services in accordance with the Scope of Services outlined in Exhibit “A”. Article IV Compensation and Method of Payment 4.1 Professional will be compensated in accordance with the payment schedule and amounts set forth in the Scope of Services, not to exceed a total amount of twenty eight thousand dollars ($28,000 ($27,500 Project Fee + $500 in "Not To Exceed" Expenses)). Article V Devotion of Time; Personnel; and Equipment 5.1The Professional shall devote such time as reasonably necessary for the satisfactory performance of the services under this Agreement. Should Client require additional services not included under this Agreement, the Professional shall make reasonable effort to provide such additional services within the time schedule without decreasing the effectiveness of the performance of services required under this Agreement, and shall be compensated for such additional services as agreed between the Parties. The Professional shall furnish the facilities, equipment and personnel necessary to perform the services required under this Agreement unless otherwise provided herein. Article VI Miscellaneous 6.1 Entire Agreement. This Agreement constitutes the sole and only agreement between the Parties and supersedes any prior understandings written or oral agreements between the Parties with respect to this subject matter. 6.2 Assignment. The Professional may not assign this Agreement without the prior written consent of Client. In the event of an assignment by the Professional to which Client has consented, the assignee shall agree in writing with Client to personally assume, perform, and be bound by all the covenants, and obligations contained in this Agreement. 6.3 Successors and Assigns. Subject to the provisions regarding assignment, this Agreement shall be binding on and inure to the benefit of the Parties to it and their respective heirs, executors, administrators, legal representatives, successors and assigns. 6.4 Governing Law. The laws of the State of Texas shall govern this Agreement. 9 Item 2. 6.5 Amendments. This Agreement may be amended by the mutual written agreement of the Parties. 6.6 Severability. In the event any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality or unenforceability shall not affect any other provisions, and the Agreement shall be construed as if such invalid, illegal, or unenforceable provision had never been contained in it. 6.7 Independent Contractor. It is understood and agreed by and between the Parties that the Professional, in satisfying the conditions of this Agreement, is acting independently, and that Client assumes no responsibility or liabilities to any third party in connection with these actions. All services to be performed by Professional pursuant to this Agreement shall be in the capacity of an independent contractor, and not as an agent or employee of Client. Professional shall supervise the performance of its services and shall be entitled to control the manner and means by which its services are to be performed, subject to the terms of this Agreement. 6.8 Notice. Any notice required or permitted to be delivered hereunder may be sent by first class mail, overnight courier or by confirmed telefax or facsimile to the address specified below, or to such other Party or address as either Party may designate in writing, and shall be deemed received three (3) days after delivery set forth herein: If intended for Client: Attn: Shani Bradshaw, BREC, CTEDSanger Economic Development Corporation 201 Boliver St. Sanger, TX 76266 If intended for Professional: Attn: Aaron Farmer Partner The Retail Coach, LLC PO Box 7272 Tupelo, MS 38802 10 Item 2. 6.9 Insurance. (a) Professional shall during the term hereof maintain in full force and effect the following insurance: (i) a comprehensive general liability policy of insurance for bodily injury, death and property damage insuring against all claims, demands or actions relating to the Professional’s performance of services pursuant to this Agreement with a minimum combined single limit of not less than $1,000,000.00 per occurrence for injury to persons (including death), and for property damage; (ii) statutory Worker’s Compensation Insurance at the statutory limits and Employers Liability covering all of Professional’s employees involved in the provision of services under this Agreement with policy limit of not less than $500,000.00; and (iii) Professional Liability covering negligent acts, errors and omissions in the performance of professional services with policy limit of not less than $1,000,000.00 per claim and $1,000,000.00 in the aggregate. (b) All policies of insurance shall be endorsed and contain the following provisions: (1) name Client, its officers, and employees as additional insureds as to all applicable coverage with the exception of Workers Compensation Insurance and Professional Liability; and (2) provide for at least thirty (30) days prior written notice to the Client for cancellation of the insurance; (3) provide for a waiver of subrogation against the Client for injuries, including death, property damage, or any other loss to the extent the same is covered by the proceeds of insurance, except for Professional Liability Insurance. The Professional shall provide written notice to the Client of any material change of or to the insurance required herein. (c) A certificate of insurance and copies of the policy endorsements evidencing the required insurance shall be submitted prior to commencement of services and upon request by Client. 6.10 Indemnification. CLIENT SHALL NOT BE LIABLE FOR ANY LOSS, DAMAGE, OR INJURY OF ANY KIND OR CHARACTER TO ANY PERSON OR PROPERTY ARISING FROM THE SERVICES OF THE PROFESSIONAL PURSUANT TO THIS AGREEMENT. PROFESSIONAL HEREBY WAIVES ALL CLAIMS AGAINST CLIENT, ITS OFFICERS, AGENTS AND EMPLOYEES (COLLECTIVELY REFERRED TO IN THIS SECTION AS “CLIENT”) FOR DAMAGE TO ANY PROPERTY OR INJURY TO, OR DEATH OF, ANY PERSON ARISING AT ANY TIME AND FROM ANY CAUSE OTHER THAN THE NEGLIGENCE OR WILLFUL MISCONDUCT OF CLIENT OR BREACH OF CLIENT’S OBLIGATIONS HEREUNDER. PROFESSIONAL AGREES TO INDEMNIFY AND SAVE HARMLESS CLIENT FROM AND AGAINST ANY AND ALL LIABILITIES, DAMAGES, CLAIMS, SUITS, COSTS (INCLUDING COURT COSTS, ATTORNEYS’ FEES AND COSTS OF INVESTIGATION) AND ACTIONS OF ANY KIND BY REASON OF INJURY TO OR DEATH OF ANY PERSON OR DAMAGE TO OR LOSS OF PROPERTY TO THE EXTENT CAUSED BY THE PROFESSIONAL’S NEGLIGENT PERFORMANCE OF SERVICES UNDER THIS AGREEMENT OR BY REASON OF ANY NEGLIGENT ACT OR OMISSION ON THE PART OF PROFESSIONAL, ITS OFFICERS, DIRECTORS, SERVANTS, 11 Item 2. EMPLOYEES, REPRESENTATIVES, CONSULTANTS, LICENSEES, SUCCESSORS OR PERMITTED ASSIGNS (EXCEPT WHEN SUCH LIABILITY, CLAIMS, SUITS, COSTS, INJURIES, DEATHS OR DAMAGES ARISE FROM OR ARE ATTRIBUTED TO NEGLIGENCE OF THE CLIENT IN WHOLE OR IN PART, IN WHICH CASE PROFESSIONAL SHALL INDEMNIFY CLIENT ONLY TO THE EXTENT OR PROPORTION OF NEGLIGENCE ATTRIBUTED TO PROFESSIONAL AS DETERMINED BY A COURT OR OTHER FORUM OF COMPETENT JURISDICTION). THE PROFESSIONAL’S OBLIGATIONS UNDER THIS SECTION SHALL NOT BE LIMITED TO THE LIMITS OF COVERAGE OF INSURANCE MAINTAINED OR REQUIRED TO BE MAINTAINED BY PROFESSIONAL UNDER THIS AGREEMENT. THIS PROVISION SHALL SURVIVE THE TERMINATION OF THIS AGREEMENT. 6.11 Counterparts. This Agreement may be executed by the Parties hereto in separate counterparts, each of which when so executed and delivered shall be an original, but all such counterparts shall together constitute one and the same instrument. Each counterpart may consist of any number of copies hereof each signed by less than all, but together signed by all of the Parties hereto. 6.12 Exhibits. The exhibits attached hereto are incorporated herein and made a part hereof for all purposes. [Signature Page to Follow] 12 Item 2. EXECUTED this day of By: Name: Title: EXECUTED this day of The Retail Coach, LLC By: Name Aaron Farmer Title: Partner , 2025 Sanger Economic Development Corporation , 2025 13 Item 2. EXHIBIT “A” Scope of Services 14 Item 2. TheRetailCoach.net | 800.851.0962 | Austin, TX | Dallas, TX | Tupelo, MS We Recruit Retail. PREPARED BY: Aaron Farmer President 662.231.0608 afarmer@theretailcoach.net Exhibit A: Scope Of Services Sanger, Texas Retail Recruitment & Development Strategy 15 Item 2. Table of Contents 2 Recruitment Successes 3-4 About The Retail Coach 5-7 Project Deliverables 8 Scope of Work 9-21 Project Pricing & Timeline 22 We Recruit Retail. RETAIL RECRUITMENT & DEVELOPMENT STRATEGY We Recruit Retail.2 16 Item 2. COMPANY PROFILE: SUCCESSES We Recruit Retail. Our proven Retail:360® Process has been instrumental in recruiting new retailers and developers to our client communities. More Than 6 Million SF of New Retail Recruited in the Last 5 Years 3 17 Item 2. COMPANY PROFILE: SUCCESSES We Recruit Retail. From Bass Pro Shops to Dollar General - we recruit the retail and retailers that ﬁt our clients’ markets. More Than 6 Million SF of New Retail Recruited in the Last 5 Years 4 18 Item 2. National Expertise. Local Focus. Our work throughout the country allows our team to stay current on retail trends and deepen our relationships with national and regional brands. These relationships create unique opportunities for our client communities. When brands begin planning to expand into new markets, we are often one of the ﬁrst to know and retailers/brokers will often look to our client list or ask our team for prospective markets to consider. 850+ COMMUNITIES SERVED 43 STATES WE'VE WORKED IN 90%+ REPEAT CLIENT RATE COMPANY PROFILE We Recruit Retail.5 19 Item 2. Full Transparency We track recruitment activity and prospect feedback in your custom retail recruitment dashboard and host monthly calls with your team to keep you updated on progress. An Entire Team Dedicated to Growing Retail in Sanger What Makes Us Different? 6 We are Consultants. Not Brokers. We pride ourselves on being consultants, not brokers. We only do what is in the best interest of our client communities and their future growth. We don't take shortcuts or go with the path of least resistance to ﬁll retail spaces. Experienced & Connected We pioneered the retail recruitment industry more than 25 years ago and leverage more than two decades of experience and relationships to help drive retail growth in your community. Our Team is Your Team We take a partnership approach and become an extension of your team. Our clients are invited to participate in the recruitment process, allowing you to learn and expand your network. We Recruit Retail. 20 Item 2. P R OPOSA L: R ETA IL R ECRUITMENT CONSULTA NT SER VICES 00 M A R KET-BA SED SOLUTIONS We understand that every client community has its own unique set of development needs. That's why we work with our clients to determine those needs and offer custom, tailored, data-driven solutions. ON-THE-GR OUND A N A LY SIS A CTION PLA N FOR GR OWTH Just as each client has their own set of needs, we know that each client has a unique position in the marketplace as it competes to recruit new retailers. We spend time in your community with leaders and stakeholders, which enables us to determine your market position and identify retailers that ﬁt your community. We analyze, recommend, and execute aggressive strategies for pursuing the ideal retailers, as well as coaching our clients through the recruitment and development process. This partnership typically produces best results when, together, we derive short- term and long-term strategies based on market data and opportunities. Retail Recruitment is a Process, Not an Event. Through our proprietary Retail 360® Process, we offer a dynamic system of products and services that enable communities to expand their retail base and generate additional sales tax revenue. Our Retail 360® Process identiﬁes strengths, weaknesses, opportunities, and threats to your community's ability to attract retail and highlights your community’s advantage over competing cities. Through our multi-phase approach to recruiting new retailers, we are able to help communities build a long-term retail economic development plan. We Recruit Retail. OUR APPROACH: RETAIL 360® 7 21 Item 2. Project Deliverables Analyzing the Market Competing Communities Analysis Custom Retail Trade Area Map Mobile Data Studies As Needed Retail Trade Area Demographic Proﬁle Retail Trade Area Psychographic Proﬁle City Demographic Proﬁle Discussions with Key Community and Business Stakeholders Determining Retail Opportunities Retail Demand Analysis Retail Void Analyses for Key Vacancies and Available Retail Sites Identifying Development & Redevelopment Opportunities Analysis of Development/Redevelopment Sites Retail Site Proﬁles for Available Retail Sites Identify Retailers & Developers Target List of Retailers (and Restaurants) Marketing & Branding Retail Market Proﬁle Retail Market Flyer Customized Retailer Feasibility Packages Developer Opportunity Package Online Retail Dashboard (Retail 360® Website) Recruitment of Retailers & Developers Retail Recruitment Plan Retailer & Developer Recruitment Status Dashboard (AirTable) Recruitment Ongoing Recruitment & Coaching Ongoing Coaching and Support from The Retail Coach Team Representation of the City at Regional and National Retail Industry Events We Recruit Retail. RETAIL 360®: DELIVERABLES 8 22 Item 2. We Recruit Retail. RETAIL 360®: PHASE 1 Analyzing the Market The Retail Coach will perform extensive market research and analysis to evaluate the Sanger community and surrounding area. This “macro to micro” approach enables The Retail Coach to analyze competitive and economic forces that may impact Sanger's retail recruitment and development plan. Competing Community Analysis It is important to monitor what is occurring in area communities from a retail economic development perspective. What are their advantages and/or challenges? Are they experiencing positive or negative growth? What are their current retail offerings? The Retail Coach will look at competing communities to identify competitive advantages, through economic and market forces, that have a direct impact on retail recruitment and development in Sanger. Custom Retail Trade Area Determination The Retail Trade Area is the geographical area from which the community’s retailers derive a majority of their business. It is the foundational piece of the retail plan and its accuracy is critical. High-Impact Mobile Data Analysis The Retail Coach will utilize mobile location technology that analyzes location and behavioral data collected from mobile devices to determine consumer visits to Sanger. This high-conﬁdence data is used to determine Retail Trade Areas and validate retail site selection decisions. The Retail Coach will hand draw the Retail Trade Area map for Sanger based on mobile phone data from consumers, as well as on-the-ground analysis from The Retail Coach Team. Understanding your true customer base is critical to quantifying the demand for new retail and restaurant development. We use real data collected from actual customers in your community to analyze trade area boundaries, competitive markets, and leakage. This high conﬁdence data allows our team to tell your community's story and show potential investors why they need to be in your market. 9 23 Item 2. We Recruit Retail. RETAIL 360®: PHAS E 1 Analyzing the Market Demographic Proﬁling A community must be able to instantaneously provide information and data sets required by retailers during the site evaluation and site selection process. The data must be accurate, current, and readily available. The Retail Coach will create comprehensive 2020 Census and 2025 and 2030 demographic proﬁles for the Retail Trade Area and Sanger community. The comprehensive proﬁle includes population and projected population growth, ethnicities, average and median household incomes, median age, households and household growth, and educational attainment. Psychographic Proﬁling As retail site selection has evolved from an art to a science, psychographic lifestyle segmentation has become an essential element of retailers’ preferred location criteria. Understanding a consumer’s propensity to purchase certain retail goods and services—as well as speciﬁc retail brands—is valuable to national, regional, and local retailers. Knowing the retail sectors and products that consumers demand removes a great deal of risk for businesses. The Retail Coach will develop a Segmentation Proﬁle of the households in the Retail Trade Area. This is done by using the most advanced socioeconomic and demographic data to measure consumer attitudes, values, lifestyles, and purchasing behaviors, to understand the sectors and brands of retailers that may be of interest. 10 24 Item 2. Determining Retail Opportunities Retail Demand Analysis A community is able to quantify its retail demand through a Retail Demand Analysis, which provides a summary of the projected retail demand growth — or opportunities — for 68 retail sectors. The analysis is ultimately used to identify speciﬁc recruitment targets for the community. The Retail Demand Analysis will: •Identify retail demand growth opportunities for more than 68 retail sectors •Distinguish retail sectors with the highest propensity for success and qualify their ultimate potential The Retail Coach will determine the level of retail demand for the Retail Trade Area and use projected demand to help identify opportunity areas and prioritize retail market sectors for recruitment. We Recruit Retail. RETAIL 360®: PHASE 2 11 25 Item 2. Identifying & Marketing Available Sites Retailers are not only interested in market data on your community, but also interested in evaluating all available property vacancies and sites that ﬁt their location preferences. A community must create and maintain a database of prime available properties along with accurate and current market information. Successful retail recruitment begins with the introduction of available sites. The Retail Coach will identify priority retail vacancies and development/redevelopment sites to market. Factors inﬂuencing site selection for priority sites will include: •Existing market conditions •Retail Trade Area population •Traf ﬁc counts and trafﬁc patterns •Site-line visibility from primary & secondary trafﬁc arteries •Ingress/egress •Adequate parking •Site characteristics •Proximity to retail clusters We Recruit Retail. Identifying Development & Redevelopment Opportunities Retail Site Proﬁles A critical step in attracting retailers is providing accurate and current information on each identiﬁed available site. The Retail Coach will create a Retail Site Proﬁle for each identiﬁed key vacancy and site with current site-speciﬁc information, including location, aerial photography, site plan, demographic proﬁle, size/dimensions, trafﬁc count(s), and appropriate contact information. RETAIL 360®: PHASE 3 12 26 Item 2. We Recruit Retail. RETAIL 360®: PHAS E 4 Identifying Retailers & Developers for Recruitment The Retail Coach has been successful in recruiting leading retail brands to our client communities for more than 25 years. Our process is driven by providing accurate and current data sets, as well as site-speciﬁc information, to retailers that “ﬁt” the community. Identifying Potential Retailers The Retail Coach will target national and regional brands that are a “good ﬁt” for Sanger. This means that the Retail Trade Area population, ethnicities, incomes, ages, and educational levels meet the retailers’ ideal location criteria. The Retail Coach will develop and review a master list of potential retailers with Sanger staff and work together to prepare a ﬁnal target list of retailers for recruitment. This list will include ﬁst-to-the-market concepts that may be a good ﬁt for the community. Identifying Potential Developers Much of our recruitment success comes from establishing a network of regional and national retail developers over the past 25 years. Developer networking and recruitment have become key components in a community’s retail recruitment and development/redevelopment success. If a retailer were to express interest in the community, and there was not ready-to-lease properties matching their needs and brand requirements, a developer must be identiﬁed to build the interested retailer a suitable property. recruitment. The Retail Coach will utilize its network to identify retail real estate developers active in Sanger and the region for 13 27 Item 2. •Retail Trade Area Map •Location Map •Demographic Proﬁle Summary •Appropriate logo and contact information We Recruit Retail. Specialized Recruitment Packages & Reports Retail economic development enjoys a broad deﬁnition throughout the industry and, oftentimes, highly specialized reports are needed. These reports are developed to address the speciﬁc needs of our clients, retailers and/or developers. RETAIL 360®: PHASE 5 Marketing & Branding To attract targeted retailers, a critical step is to provide accurate and current community and Retail Trade Area data and information. It is important that this marketing information positively reﬂects the community’s positive attributes and brand to corporate site selectors, real estate brokers, and developers. This information is essential for them in making initial decisions about locating in the community. Retail Market Proﬁle The Retail Coach will develop a Retail Market Proﬁle tailored to the speciﬁc needs of targeted retailers’ essential site selection and location criteria for Sanger. The proﬁle serves as a community introduction, and includes: 14 28 Item 2. •Community Overview & Location Map •Retail Trade Area & Demographic Trends •Aerial Imagery & Trafﬁc Counts •Site-line visibility from major and secondary trafﬁc arteries •Ingress/egress for primary and secondary trafﬁc arteries •Median cuts or possibilities •Traf ﬁc signal existence or possibilities •Site characteristics and topography •Area Retail & Zoning •Residential clustering and support •Proximity to “anchor” retailers •Top Employers & Workplace Population •Interested retailers We Recruit Retail. RETAIL 360®: PHAS E 5 Marketing & Branding Developer Package The Retail Coach will create a marketing package for retail developers active in the community and region to generate their interest in retail development opportunities. The Retail Coach will create a Developer Package to highlight development and redevelopment opportunities in Sanger. This package may include: 15 29 Item 2. We Recruit Retail. RETAIL 360®: PHASE 5 Marketing & Branding Online Retail Dashboard Being able to quickly and easily access and share retail opportunity information greatly increases a community’s opportunity for success. To assist with this, we develop a custom online retail dashboard that can be accessed anytime through a branded Retail360® link. With a few clicks, retailers, brokers and developers can learn about your community’s retail potential like never before. Our team will develop a customized Retail360 Dashboard for Sanger. 16 30 Item 2. RETAIL 360®: PHASE 5 Marketing & Branding Interactive Site Mapping Retail site selectors do much of their research while in hotel rooms and in airports, so a visual GIS platform that streamlines data and sites into one interactive and centralized location is a powerful tool. We will develop a concise, easy-to-access, interactive site mapping platform for Sanger, along with the preloaded prime vacancies and development/redevelopment sites that we will be marketing. Data can be presented by demographic, socioeconomic, psychographic, and retail spending layers that are detailed down to the block level, to meet the needs of each individual user — whether they be a retailer, developer, or even a local entrepreneur. We Recruit Retail.17 31 Item 2. •Introductory emails and retail market proﬁle are sent to each targeted retailer. •Personal calls are placed to measure interest level. •Personal emails and retailer feasibility packages are sent to each targeted retailer. •Personal emails and retail site proﬁles for prime vacancies are sent to the appropriate targeted retailers. •Personal emails are sent to inform targeted retailers of signiﬁcant market changes. •Personal emails are sent to decision markers once per quarter to continue seeking responses regarding their interest level in the community. •A retailer status report is provided with each retailer’s complete contact information and comments resulting from recruitment activities. Recruitment of Developers Much of our recruitment success comes from having established a network of retail real estate developers over the past 25 years. Oftentimes, a retailer or retailers may have interest in a community, only to ﬁnd that suitable properties do not exist. The Retail Coach will actively recruit developers for Sanger, if an opportunity is identiﬁed. Our process includes: •Introductory emails and opportunity packages are sent to developers. •Personal calls are placed to measure interest level. •Personal emails are sent to inform developers of the status of interested retailers, and any signiﬁcant market changes. •A developer status report is provided with each developer’s complete contact information and comments resulting from recruitment activities. We Recruit Retail. Intro E-Message RMPE-Message Personal Call RSP E-Message Personal Call Market Changes E-Message RETAILCONFERENCES BROKERNETWORK DATA UPDATES NETWORKING RETAIL 360®: PHASE 6 Recruiting Retailers & Developers Recruitment of Retailers We were the ﬁrst national retail recruitment ﬁrm to introduce retailer and developer recruitment speciﬁcally for communities. More than 25 years and 850 projects later, the recruitment of retailers remains one of our primary metrics of success. Today, our success has proven that a community must move beyond just gathering data sets, and proactively recruit retail. The Retail Coach will actively recruit retailers to Sanger. Our process includes: 18 32 Item 2. Retail Conferences The Retail Coach helps communities connect with retailers and developers at retail conferences such as Retail Live!, the annual ICSC RECon and other regional events attended. Our team will will represent Sanger at Industry Trade Shows throughout our partnership. Is this graphic crisp enough?Is this graphic crisp enough?Is this graphic crisp enough? We Recruit Retail. Recruiting Retailers & Developers RETAIL 360®: PHASE 6 19 33 Item 2. We Recruit Retail. RETAIL 360®: PHASE 6 Recruiting Retailers & Developers Retail Recruitment Accountability Dashboard As part of our recruitment process, we provide access to a real-time recruitment dashboard where Sanger staff can see which retailers are being recruited, the latest touch points with each, and contacts we are actively communicating with along with their interest level in the community. The Retail Coach will set up a recurring monthly meeting with staff to review on-going recruitment activity, feedback received from prospects, and any additional next steps or follow up items needed to advance recruitment with interested retailers. 20 34 Item 2. Co aching & Ongoing Support Retail Coaching The Retail Coach partners with communities on a long-term basis and will be available when they have questions, new ideas, or need data updates. We are also available if clients need to brainstorm opportunities as the community grows and develops. The Retail Coach will provide on-going coaching and support for retail recruitment activities throughout the project. is We Recruit Retail. RETAIL 360®: PHASE 8 21 35 Item 2. Project Communication At a minimum, The Retail Coach will schedule monthly updates with staff to provide progress reports and feedback. Project Timeline The Retail Coach is available to begin work immediately with a project duration of 12 months. Pricing The total fee for completion of this work is $27,500 payable in three installments, plus up to $500 in "Not to Exceed" expenses": a)$10,000 to be invoiced on execution b)$10,000 in 90 days c)$7,500 in 180 days Optional Project Extension: If Sanger elects to extend the project period, the additional fee shall be: $25,000 for an additional 12 month period of data updates, ongoing recruitment, monthly updates and coaching. Project Timeline & Pricing We Recruit Retail. RETAIL 360®: TIMELINE & PRICING 22 36 Item 2. TheRetailCoach.net | 800.851.0962 | Austin, TX | Dallas, TX | Tupelo, MS We Recruit Retail. PREPARED BY: Aaron Farmer President 662.231.0608 afarmer@theretailcoach.net 37 Item 2. Percent Budget Actual of Budget Revenue Sales Tax 962,500.00$ 803,122.87$ 83% Interest Income 95,000.00$ 135,954.07$ 143% Grants Total Revenue 1,057,500.00$ 939,076.94$ 89% Expenditures Salaries & Benefits 119,642.00$ 72,204.20$ 60% Supplies & Materials 62,205.00$ 50,361.35$ 81% Maintenance & Operations 900.00$ 749.58$ 83% Contract Services 129,000.00$ 2,400.00$ 2% Capital Outlay -$ -$ #DIV/0! Utilities 11.00$ 10.61$ 96% Grant Expenses 250,000.00$ 234,075.00$ 94% Transfers 15,000.00$ 15,000.00$ 100% Total Expenditures 576,758.00$ 374,800.74$ 65% Revenues Over Expenditures 480,742.00$ 564,276.20$ Cash in Bank - First United 3,751,811.37$ Cash in Bank - Prosperity 333,526.75$ Money Market - Prosperity 2,128,255.92$ Certificate of Deposit 102,222.37$ Total Cash 6,315,816.41$ August 31, 2025 Fund Type A Sanger Texas Industrial Development Corporation 38 Item 3. Month 2020-2021 Total 2021-2022 Total 2022-2023 Total 2023-2024 Total 2024-2025 Total October 52,602 52,602 50,303 55,222 65,621 65,621 84,045 84,045 67,307 67,307 November 50,054 102,656 55,222 105,525 61,751 127,372 72,499 156,544 76,909 144,216 December 52,405 155,061 48,145 153,670 72,220 199,591 62,317 218,861 71,117 215,333 January 44,941 200,002 56,155 209,825 61,974 261,565 78,147 297,009 76,821 292,154 February 62,144 262,146 76,753 286,579 71,749 333,314 69,257 366,266 96,830 388,984 March 49,700 311,846 57,471 344,049 52,565 385,879 61,032 427,298 60,873 449,857 April 48,180 360,026 44,446 388,495 54,627 440,506 45,186 472,483 59,146 509,003 May 63,691 423,717 64,395 452,890 67,275 507,780 67,969 540,452 69,680 578,683 June 47,099 470,816 65,968 518,858 60,186 567,966 73,838 614,290 71,869 650,552 July 50,290 521,106 56,987 575,845 61,729 629,695 68,028 682,319 70,915 721,467 August 62,523 583,629 68,209 644,054 62,807 692,502 72,940 755,259 81,656 803,123 September 52,474 636,104 51,911 695,965 63,730 756,232 70,492 825,750 92,493 895,615 TOTAL 636,104 636,104 695,965 695,965 756,232 756,232 825,750 825,750 895,615 895,615 BUDGET 462,500 173,604 600,000 95,965 800,000 (43,768)875,000 (49,250)962,500 (66,885) Actual Actual %Actual Actual % 2025 2024 Change 2025 2024 Change $ 92,493 $ 70,492 31%$ 895,615 $ 825,750 8% Year To Date Sales Tax Report - September 2025 September Sales Tax Collection 636,104 695,965 756,232 825,750 895,615 0 200,000 400,000 600,000 800,000 1,000,000 2020-2021 2021-2022 2022-2023 2023-2024 2024-2025 Sales Tax Revenue 2020-2025 39 Item 3. 4A INDUSTRIAL DEVELOPMENT BOARD COMMUNICATION DATE: October 14, 2025 FROM: Shani Bradshaw, Director of Economic Development AGENDA ITEM: Financial Reports. SUMMARY:  Financial Report for the period ending August 31, 2025.  Sales Tax collections for September 30, 2025. FISCAL INFORMATION: Budgeted: NA Amount: NA GL Account: NA RECOMMENDED MOTION OR ACTION: NA ATTACHMENTS:  Monthly Financial Report – August 31, 2025  Sales Tax Report – September 30, 2025 40 Item 3.