Reinvestment Data How To’s

For any questions on how to complete the spreadsheet, contact Alan Cox (alan.cox@thc.texas.gov) or Kimberly Klein (kimberly.klein@thc.texas.gov).

DUE DATES: Reinvestment data, along with your Quarterly Activity Report, are turned in 4 times a year, due on the 10th, following the end of each quarter. The schedule for both is as follows:

  • First Quarter Jan-March due April 10

  • Second Q April-June due July 10

  • Third Q July-Sep due Oct 10

  • Fourth Q Oct-Dec due Jan 10 of the new year

NOTE: You will record your data for each quarter IN THE SAME SPREADSHEET so that at the end of the year, the full year’s data is there. Since you send it in by separate emails on different dates, you don’t even necessarily need to rename it each time, although it’s fine if you do.

HOW TO START: Please read the detailed instructions in the first tab!

THE TABS: You will notice at the bottom of the spreadsheet (see below) 5 different colored tabs and then 5 red quarterly tabs. In each tab you will see some red cursors in certain cells – if you hover over that it tells you what kind of info goes into those cells.

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  • Private Sector Reinv (yellow tab) – reinvestment by private owner not receiving a grant from ie the city. Your internal info (i..e property owner contact info) goes at top and financial info goes at bottom within the appropriate quarter.

  • Public/Private (blue tab) – those receiving a grant. Put in the entire project amount like you would in the private tab; it just goes here because it is a partnership of financing between a taxing entity (public dollars) and a private recipient. Please note in the upper part the amount of the grant if possible.

  • Public-only (green tab). Things paid for with tax dollars in the district i.e. sidewalks, street improvements etc.

  • Other data collection – Jobs, housing, volunteer hours etc. The cursors over the cells also provide the instructions.

  • The red quarterly cells – this automatically calculates the information you put into the other tabs. You don’t have to do anything here. Actually, it is locked and password protected and you aren’t able to add info here.

COLLECTION HOW-TO’s: Check out the tips below and click on this link to see how other managers collect their data:

Best Practices for Collecting and Reporting Reinvestments

A lot of your information for the first few tabs will come from the permit office in the city since permits have to be pulled to do work. Since permits are oftentimes pulled individually (i.e. electrical, plumbing) you may have to take the individual information and combine it into one number for this report. However, the information should be provided after the project is finished (i.e. business opens, certificate of occupancy given etc.) so you might need to use the lines at the top of each tab to add in a note to yourself for a forthcoming project that should be completed in the next quarter.

Some managers are also able to get their information directly from the property owners doing the work (ultimately it is public information anyway since permits are pulled). The Other Data tab will come from your conversations with these owners opening new businesses (or those closing) as to how many employees they will have etc.

You will also need to use some sort of system of your choosing to record Main Street volunteer hours. This category would include board meetings (i.e. 7 board members at a 2 hour monthly board meeting – 14 hours), people volunteering at your events, your board members representing Main Street by speaking at Kiwanis or volunteering for a chamber event etc. This category is a bit looser as it is based on your estimates of what your folks are doing.

For any questions on how to complete the spreadsheet, contact Alan Cox (alan.cox@thc.texas.gov) or Kimberly Klein (kimberly.klein@thc.texas.gov).