4A Wichita Falls Economic Development Minutes - 12/09/2002MINUTES OF THE
WICHITA FALLS ECONOMIC DEVELOPMENT CORPORATION
Meeting of December 9, 2002
Present.
Members: Gary Shores, President
Jim Berzina, Secretary- Treasurer
Ray Clymer, Member
City Staff: Matt Benoit, Assistant City Manager
Linda Merrill, Recording Secretary
BCI Staff: Tim Chase, President
Todd McDaniel
Colfax Power Transmission Group:
Absent.
Mark J. Stuebe, General Manager
Heavy Duty Clutch & Brake Group, Wichita Clutch
Kim Ballard, Wichita Clutch
Bo Stahler, Vice - President
Lou Rodriguez, Member
I. Call To Order.
President Gary Shores called the meeting to order at 9:09 a.m.
II. Approval Of Minutes (September 16, 2002).
Ray Clymer moved, seconded by Jim Berzina, that the minutes be approved.
The motion carried.
III. Consider Presentation From Warner Electric For Relocation
And Expansion To Wichita Falls.
Board President Gary Shores asked BCI President Tim Chase to explain the
purpose of this date's meeting. Mr. Chase introduced Mark Stuebe, General
Manager, Heavy Duty Clutch & Brake Group, of Colfax Transmission Group, and Kim
Ballard of Wichita Clutch, a subsidiary of Colfax. Mr. Chase stated that over the past
12 months, discussions were had concerning the need of Colfax to make a
Wichita Falls Economic Development Corporation December 9, 2002 Meeting Minutes Page 2
consolidation in their operations. He then asked that Mr. Stuebe explain the process
in greater detail.
Mr. Stuebe gave a presentation regarding Colfax Power Transmission Group.
Colfax is a multinational manufacturer of industrial products. Formed in 1995, the
company consists of some of the industry's leading power transmission and
component manufacturers, including Warner Electric and its subsidiary, Wichita
Clutch.
Mr. Stuebe continued, presenting a brief overview of the company's
acquisitions and divestments from 1995 -2001. He added that Colfax operates in a
team - oriented, no -fault environment. Colfax and its subsidiaries subscribe to a
standard of quality named the Colfax Business System, a series of manufacturing
methods designed to accommodate the requirements of power transmission
production.
In addition to Wichita Clutch, Warner Electric has operations in Bedford, UK,
and Waukesha, Wisconsin. These facilities serve the industrial, vehicular, and turf
and garden industries. They currently have the benefit of 30% utilization of each
plant.
Warner Electric began deliberations as to the best course of action to take to
accomplish a consolidation of its operations over 18 months ago. It was important
that Colfax have an international presence, so it was decided the Bedford, UK plant
would remain in operation. The company then looked to the plants in Wichita Falls
and Wisconsin. They are very similar, and the consolidation could have gone either
way. The costs and savings as to consolidation were nearly identical. Whereas
Industrial Clutch in Wisconsin was stronger on the operation and people side,
Wichita Clutch was strategically stronger. The deciding factor was in the level of
community support.
In addition, there is more manufacturing space available in Wichita Falls, and
Wichita Clutch has a stronger plant name. In addition, the consolidation was decided
in favor of Wichita Falls due to the importance of operating competitively against
WPT, located in Wichita Falls.
The proposed consolidation involves maintaining Warner Electric's customer
service and engineering functions in Wisconsin. The move is dependent upon final
approval of community incentives, and Warner Electric bargaining with IAM Local 10
in Wisconsin. They envision the move to Wichita Falls to be completed by summer
2003. The move will bring approximately $7 million of revenue into Texas.
President Shores told Mr. Stuebe that he and his fellow Board members were
proud that this consolidation was planned for Wichita Falls.
Wichita Falls Economic Development Corporation December 9, 2002 Meeting Minutes Page 3
IV. Consider A Memorandum Of Understanding Outlining An
Economic Development Incentive Agreement With Warner Electric.
Mr. Chase then discussed the key elements of the Memorandum of
Understanding. He said that the MOU details Warner Electric's intent to retain up to
60 existing full -time jobs at its Wichita Clutch facility. Upon completion of a
presentation to WFEDC by Warner Electric evidencing the retained jobs, the
completion of the Phase I capital investment, and the creation of at least 90% of 21
projected new jobs, $4,000 shall be paid to Warner Electric for each retained job,
and $5,000 for each new job created, with a premium of 10% of the annual salary
being paid for those jobs that pay in excess of $50,000, but not more than $100,000.
In addition, $75,000 shall be paid for new capital investment related
expenditures to accommodate the new equipment being outfitted in Wichita Clutch's
facilities. Upon evidence being presented that Warner Electric has incurred
relocation expenses of up to $300,000, WFEDC will reimburse that amount to
Warner Electric.
President Shores questioned whether any personnel would be relocated, or
would it be only hard assets. Mr. Stuebe said it would not be personnel, but
approximately 30 pieces of machinery for tooling.
Ray Clymer stated that he had not been involved in the planning of this
endeavor, but he wondered why the consolidation /expansion could not have been
done on a larger scale. Mr. Steube laughed, stating that is something they are
considering for the future.
President Shores told Mr. Stuebe and Ms. Ballard that he appreciated their
confidence in Wichita Falls. Mr. Stuebe applauded the efforts of Tim Chase and
Todd McDaniel toward this endeavor.
President Shores then asked for a motion that the Board recommend to
the City Council the use of Section 4(a) sales tax proceeds to encourage
Warner Electric's consolidation and expansion of their operations in Wichita
Falls. Ray Clymer so moved, seconded by Jim Berzina. The motion was
unanimously approved.
• Wichita Falls Economic Development Corporation December 9, 2002 Meeting Minutes Page 4
Mr. Chase noted to the Board that they had authorized funds to the Skills
Training Center at Vernon College to upgrade machining training.' Because such a
great portion of Warner Electric's work deals with machining, the availability of a
good, qualified workforce was of paramount importance.
Mr. Stuebe concurred, stating that they perceived a lack of skilled trades in
the area 18 months ago. However, a meeting with the BCI and Vernon College
convinced them otherwise.
President Shores acknowledged Mayor Altman's presence at today's meeting.
The Mayor stated it was a pleasure to work with the Colfax team.
V. Adjourn.
There being no further business, the meeting adjourned at 9:30 a.m.
&� TVUA,"�
Linda Merrill, Recording Secretary
Gary Shores, President
Mr. Clymer made a motion, seconded by Mr. Rodriguez, that the Wichita Falls Economic Development
Corporation recommend to the City Council that 4(a) sales tax funds in the amount of $125,000 be used to
help offset start-up costs for Vernon Regional Junior College's machining project. The motion was
unanimously approved. [Excerpt from the minutes of the March 5, 2001 Wichita Falls Economic
Development Corporation meeting.]