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HomeMy WebLinkAboutOrdinance 13540 ORDINANCE NO. 13 j�jCTJ AN ORDINANCE SETTING FORTH AN ITEMIZED ESTIMATE OF THE EXPENSE OF CONDUCTING EACH DEPARTMENT, DIVISION AND OFFICE OF THE MUNICIPAL GOVERNMENT OF THE CITY OF FORT WORTH FOR THE ENSUING FISCAL YEAR BEGINNING OCTOBER 1, 1998, AND ENDING SEPTEMBER 30, 1999, AND APPROPRIATING MONEY FOR THE VARIOUS FUNDS AND PURPOSES OF SUCH ESTIMATE; APPROPRIATING MONEY TO PAY INTEREST AND PRINCIPAL SINKING FUND REQUIREMENT ON ALL OUTSTANDING GENERAL INDEBTEDNESS; PROVIDING FOR PUBLIC HEARINGS UPON THIS ORDINANCE BEFORE THE ENTIRE CITY COUNCIL SITTING AS A COMMITTEE OF THE WHOLE; AND PROVIDING A SAVINGS CLAUSE FOR THE REPEAL OF ALL ORDINANCES AND APPROPRIATIONS IN CONFLICT WITH THE PROVISIONS OF THIS ORDINANCE; AND FOR THE PUBLICATION AND FINAL PASSAGE THEREOF. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF FORT WORTH, TEXAS: SECTION 1 . That the appropriation for the ensuing fiscal year beginning October 1, 1998, and ending September 30, 1999, for the different departments and purposes of the City of Fort Worth be fixed and determined as follows : I . GENERAL FUND 1 . Mayor and City Council $574, 362 2 . City Manager 4, 115, 962 3 . Housing 23, 624 4 . Development 4, 156, 773 5 . Human Relations Commission 240, 003 6. Employment and Training 76, 443 7 . Internal Audit 709, 376 8 . City Secretary 414, 361 -1- 9 . Law 2, 403, 379 10 . Finance 4, 694, 989 11 . Human Resources 2, 412, 786 12 . Risk Management 815, 481 13 . Transportation and Public Works 26, 791, 772 14 . City Services 4, 662, 897 15 . Planning and Growth Management 1, 213, 124 16. Public Events and Facilities 7, 493, 878 17 . Police 78, 852, 783 18 . Fire 47, 534, 155 19 . Municipal Court 6, 802, 384 20 . Public Health 5, 883, 314 21 . Environmental Management 1, 231, 344 22 . Parks and Community Services 14, 197, 876 23 . Zoo 2, 717, 841 24 . Library 9, 701, 320 25 . Non-Departmental 25, 316, 386 26 . Debt Service 47, 989, 907 GENERAL FUND TOTAL $301, 026, 520 II . CIVIL SERVICE STAFFING Police Department: Civil service staffing for the Police Department on October 1, 1998 will consist of 1, 193 authorized positions as follows : 820 officers, 184 detectives, 124 sergeants, 46 lieu- tenants, 12 captains and 5 deputy chiefs . -2- Fire Department: Civil service staffing for the Fire Department on October 1, 1998, will consist of 706 authorized positions as follows : 339 firefighters, 166 engineers, 100 lieutenants, 75 captains, 23 battalion chiefs and 3 deputy chiefs . III . CULTURE AND TOURISM FUND The Culture and Tourism Fund shall be provided with such revenue as may be secured from the Hotel/Motel Occupancy Tax and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of Culture and Tourism Fund as provided in the budget of the City Manager, which includes a total Culture and Tourism Fund appropriation of $9, 256, 765 . IV. TEMPORARY LABOR FUND The Temporary Labor Fund shall be provided with such revenue as may be secured from the in-house charges to City departments for the provision of temporary labor and other such sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Temporary Labor Fund as provided in the budget of the City Manager, which includes a total Temporary Labor Fund appropriation of $889, 075 . V. MUNICIPAL GOLF COURSE FUND The Municipal Golf Course Fund shall be provided with such revenue as may be secured from the Pecan Valley, Rockwood, Z . Boaz, Meadowbrook and Sycamore Creek Golf Courses and other -3- sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Municipal Golf Course Fund as provided in the budget of the City Manager, which includes a total Municipal Golf Course Fund appropriation of $4, 959, 518 . VI . AIRPORTS FUND The Airports Fund shall be provided with such revenue as may be secured from the various sources included in the budget of the City Manager, and such money shall be used to meet the require- ments of the Airports Fund as provided in the budget of the City Manager, which includes a total Airports Fund appropriation of $2, 751, 644 . VII . WATER AND SEWER FUND The Water and Sewer Fund shall be provided with such revenue as may be secured from the sale of water, sewer services and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Water and Sewer Fund as provided in the budget of the City Manager, which includes a total appropriation for the Water and Sewer Fund of $173, 744, 302 . VIII . MUNICIPAL PARKING FACILITIES FUND The Municipal Parking Facilities Fund shall be provided with such revenue as may be secured from commercial off-street parking to employees and citizens and commercial office space leases in the Municipal Parking Garage and other sources as shown by other -4- ordinances heretofore passed, and such money shall be used to meet the requirements of the Municipal Parking Facilities Fund as provided in the budget of the City Manager, which includes a total Municipal Parking Facilities Fund appropriation of $222, 999 . IX. OFFICE SERVICES FUND The Office Services Fund shall be provided with such revenue as may be secured from the in-house charges to City departments for the provision of microfilming and office copying services, printing and graphics services, plus other in-house functions such as the messenger and mail services, and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Office Services Fund as provided in the budget of the City Manager, which includes a total Office Services Fund appropriation of $1, 846, 398 . X. EQUIPMENT SERVICES FUND The Equipment Services Fund shall be provided with such revenue as may be secured from charges for the performance of maintenance and operations functions at the City' s six service centers plus on-site maintenance work performed at the City' s landfills, and other sources as shown by other ordinances hereto- fore passed, and such money shall be used to meet the requirements of the Equipment Services Fund as provided in the budget of the City Manager, which includes a total Equipment Services fund appropriation of $11, 810, 701 . -5- XI . SOLID WASTE FUND The Solid Waste Fund shall be provided with such revenue as may be secured from the collection of municipal solid waste and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Solid Waste Fund as provided in the budget of the City Manager, which includes a total appropriation for the Solid Waste Fund of $20, 735, 448 . XII . INFORMATION SYSTEMS FUND The Information Systems Fund shall be provided with such revenue as may be secured from in-house transfers from City departments for the provision of basic telephone line service, maintenance of telephone lines and instruments, lease/purchase of telephone instruments and other equipment, support in the operation and maintenance of personal computers, design, fabrication, procurement, installation and maintenance of electronic equipment, maintenance of the trunk system and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Information Systems Fund as provided in the budget of the City Manager, which includes a total Information Systems Fund appropriation of $10, 708, 685 . XIII . LAKE WORTH TRUST FUND The Lake Worth Trust Fund shall be provided with such revenue as may be secured from sales and leases of Lake Worth properties -6- and other sources as shown in the budget of the City Manager, and such money shall be used to meet requirements of the Lake Worth Trust Fund as provided in the budget of the City Manager, which includes a total Lake Worth Trust Fund appropriation of $752, 434 . XIV. CABLE COMMUNICATIONS OFFICE The Cable Communications Office shall be provided with such revenue as may be secured from the various sources included in the budget of the City Manager, and such money shall be used to meet the requirements of the Cable Communications office as provided in the budget of the City Manager, which includes a total Cable Communications Office appropriation of $848, 659. XV. RAILTRAN FUND The Railtran Fund shall be provided with such revenue as may be secured from revenue of DFW Railtran and other sources as shown in the budget of the City Manager, and such money shall be used to meet requirements of the Railtran Fund as provided in the budget of the City Manager, which includes a total Railtran Fund appropriation of $3, 392, 281 . XVI . PROPERTY AND CASUALTY INSURANCE The Property and Casualty Insurance Fund shall be provided with such revenue as may be secured from the City contributions from each operating fund and from the various sources included in the budget of the City Manager, and such money shall be used to meet the requirements of the Property and Casualty Insurance Fund as provided in the budget of the City Manager, which includes a -7- total Property and Casualty Insurance Fund appropriation of $4, 635, 078 . XVII . WORKERS ' COMPENSATION INSURANCE FUND The Workers ' Compensation Insurance Fund shall be provided with such revenue as may be secured from the City contributions from each operating department and from the various sources included in the budget of the City Manager, and such money shall be used to meet the, requirements of the Workers ' Compensation Insurance Fund as provided in the budget of the City Manager, which includes a total Workers ' Compensation Insurance Fund appropriation of $6, 709, 050 . XVIII . HEALTH INSURANCE FUND The Health Insurance Fund shall be provided with such revenue as may be secured from the City contributions from each operating department, from contributions from employees and retirees, and from the various sources included in the budget of the City Manager, and such money shall be used to meet the requirements of the Health Insurance Fund as provided in the budget of the City Manager, which includes a total Health Insurance Fund appropria- tion of $24, 449, 454 . XIX. UNEMPLOYMENT COMPENSATION INSURANCE FUND The Unemployment Compensation Insurance Fund shall be pro- vided with such revenue as may be secured from the City contribu- tions from each operating department and from the various sources included in the budget of the City Manager, and such money shall -8- be used to meet the requirements of the Unemployment Compensation Insurance Fund as provided in the budget of the City Manager, which includes a total Unemployment Compensation Insurance Fund appropriation of $300, 000 . XX. ENGINEERING DEPARTMENT FUND The Engineering Department Fund shall be provided with such revenue as may be secured from the in-house charges to City departments for the provision of engineering services and other such sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of that department as provided in the budget of the City Manager, which includes a total Engineering Department Fund appropriation of , $8, 107, 911 . XXI . ENVIRONMENTAL MANAGEMENT FUND The Environmental Management Fund shall be provided with such revenue as may be secured from the City' s environmental protection fee and other such sources as may become available from environmental projects, and such money shall be used to meet the requirements of the Environmental Management Fund as provided in the budget of the City Manager, which includes a total Environmental Management Fund appropriation of $2, 816, 748 . XXII . AWARDED ASSETS FUND The Awarded Assets Fund shall be provided with such revenue as may be secured by the Police Department under state and federal laws authorizing the forfeiture of certain property involved in -9- the commission of criminal offenses, and such money shall be used for law enforcement purposes in accordance with the restrictions in such forfeiture laws, and as provided in the budget of the City Manager, which includes a total Awarded Assets Fund appropriation of $657, 300 . XXIII . CITY STORE FUND The City Store Fund shall be provided with such revenue as may be secured from the sale of merchandise at the City Store as shown in the budget of the City Manager, which includes a total City Store Fund appropriation of $124, 228 . SECTION 2 . That the distribution and division of the above named appropriations be made in accordance with the budget of expenditures submitted by the City Manager and as revised by the City Council in accordance with the provisions of the City Charter and adopted by the City Council, which budget is made a part of this ordinance by reference thereto and shall be considered in connection with the expenditures of the above appropriations . SECTION 3 . That on Tuesday, August 11, 1998, the City Manager presented to the City Council his budget estimate; that the City Council of the City of Fort Worth shall sit as a committee of the whole in the Council Chamber at the City Hall in the City of Fort Worth on the 18th day of August, A. D. 1998, at 10 : 00 o' clock A.M. , to hear any complaints, suggestions or observations that any citizen, -10- taxpayer or party interested may desire to make with reference to any or all of the provisions of this ordinance; and that such committee shall continue its deliberations from time to time and day to day until the public has been given a full opportunity to be heard. SECTION 4 . That following the commencement of the public hearings for which provision has been made in the preceding section, this ordinance shall be published two times, one of which publications shall not be less than ten (10) days before the second reading and final passage of the ordinance, in the official newspaper of the City of Fort Worth, which newspaper is one of general circulation in said City. SECTION 5 . That this ordinance shall not be presented for final passage until ten (10) full days have elapsed after its publication, as provided by the Charter of said City. SECTION 6. That should any part, portion, section or part of a section of this ordinance be declared invalid or inoperative or void for any reason by a court of competent jurisdiction, such decision, opinion or judgment shall in no way affect the remaining portions, parts, sections or parts of sections of this ordinance, which provisions shall be, remain and continue to be in full force and effect. -11- SECTION 7 . That all ordinances and appropriations for which provisions have heretofore been made are hereby expressly repealed if in conflict with the provisions of this ordinance. SECTION 8 . That this ordinance shall take effect and be in full force and effect from and after the date of its passage and publication as required by the Charter of the City of Fort Worth, and it is so ordained. APPROVED AS TO FORM AND LEGALITY: City Attorney Date : j)/ q! l o ADOPTED: `3 — /- 19 EFFECTIVE : -12- ORDINANCE NO. / 354/0 AN ORDINANCE SETTING FORTH AN ITEMIZED ESTIMATE OF THE EXPENSE OF CONDUCTING EACH DEPARTMENT, DIVISION AND OFFICE OF THE MUNICIPAL GOVERNMENT OF THE CITY OF FORT WORTH FOR THE ENSUING FISCAL YEAR BEGINNING OCTOBER 1, 1998, AND ENDING SEPTEMBER 30, 1999, AND APPROPRIATING MONEY FOR THE VARIOUS FUNDS AND PURPOSES OF SUCH ESTIMATE; APPROPRIATING MONEY TO PAY INTEREST AND PRINCIPAL SINKING FUND REQUIREMENT ON ALL OUTSTANDING GENERAL INDEBTEDNESS; PROVIDING FOR PUBLIC HEARINGS UPON THIS ORDINANCE BEFORE THE ENTIRE CITY COUNCIL SITTING AS A COMMITTEE OF THE WHOLE; AND PROVIDING A SAVINGS CLAUSE FOR THE REPEAL OF ALL ORDINANCES AND APPROPRIATIONS IN CONFLICT WITH THE PROVISIONS OF THIS ORDINANCE; AND FOR THE PUBLICATION AND FINAL PASSAGE THEREOF. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF FORT WORTH, TEXAS : SECTION 1 . That the appropriation for the ensuing fiscal year beginning October 1, 1998, and ending September 30, 1999, for the different departments and purposes of the City of Fort Worth be fixed and determined as follows : I . GENERAL FUND 1 . Mayor and City Council $581, 417 2 . City Manager 4, 247, 700 3 . Housing 23, 624 4 . Development 4, 283, 409 5 . Human Relations Commission 246, 573 6 . Employment and Training 76, 443 7 . Internal Audit 740, 822 8 . City Secretary 424, 708 -1- 9. Law 2, 507, 029 10 . Finance 4, 794, 945 11 . Human Resources 2, 491, 707 12 . Risk Management 840, 889 13 . Transportation and Public Works 26, 856, 995 14 . City Services 4, 767, 303 15. Planning and Growth Management 1, 250, 329 16. Public Events and Facilities 7, 645, 453 17 . Police 81, 618, 447 18 . Fire 49, 193, 095 19. Municipal Court 6, 989, 381 20. Public Health 6, 059, 294 21 . Environmental Management 1, 268, 208 22 . Parks and Community Services 14, 565, 969 23 . Zoo 2, 801, 464 24 . Library 9, 960,480 25. Non-Departmental 21, 264, 260 26. Debt Service 47, 989, 907 GENERAL FUND TOTAL $303, 489, 851 II . CIVIL SERVICE STAFFING Police Department: Civil service staffing for the Police Department on October 1, 1998 will consist of 1, 196 authorized positions as follows: 821 officers, 188 detectives, 124 sergeants, 46 lieutenants, 12 captains and 5 deputy chiefs . -2- Fire Department : Civil service staffing for the Fire Department on October 1, 1998, will consist of 717 authorized positions as follows : 343 firefighters, 166 engineers, 105 lieutenants, 77 captains, 23 battalion chiefs and 3 deputy chiefs . III . CULTURE AND TOURISM FUND The Culture and Tourism Fund shall be provided with such revenue as may be secured from the Hotel/Motel Occupancy Tax and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of Culture and Tourism Fund as provided in the budget of the City Manager, which includes a total Culture and Tourism Fund appropriation of $9, 256, 765 . IV. TEMPORARY LABOR FUND The Temporary Labor Fund shall be provided with such revenue as may be secured from the in-house charges to City departments for the provision of temporary labor and other such sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Temporary Labor Fund as provided in the budget of the City Manager, which includes a total Temporary Labor Fund appropriation of $889, 075 . V. MUNICIPAL GOLF COURSE FUND The Municipal Golf Course Fund shall be provided with such revenue as may be secured from the Pecan Valley, Rockwood, Z . Boaz, Meadowbrook and Sycamore Creek Golf Courses and other -3- sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Municipal Golf Course Fund as provided in the budget of the City Manager, which includes a total Municipal Golf Course Fund appropriation of $4, 959, 518 . VI . AIRPORTS FUND The Airports Fund shall be provided with such revenue as may be secured from the various sources included in the budget of the City Manager, and such money shall be used to meet the require- ments of the Airports Fund as provided in the budget of the City Manager, which includes a total Airports Fund appropriation of $2, 751, 644 . VII . WATER AND SEWER FUND The Water and Sewer Fund shall be provided with such revenue as may be secured from the sale of water, sewer services and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Water and Sewer Fund as provided in the budget of the City Manager, which includes a total appropriation for the Water and Sewer Fund of $173, 744, 302 . VIII . MUNICIPAL PARKING FACILITIES FUND The Municipal Parking Facilities Fund shall be provided with such revenue as may be secured from commercial off-street parking to employees and citizens and commercial office space leases in the Municipal Parking Garage and other sources as shown by other -4- ordinances heretofore passed, and such money shall be used to meet the requirements of the Municipal Parking Facilities Fund as provided in the budget of the City Manager, which includes a total Municipal Parking Facilities Fund appropriation of $222, 999 . IX. OFFICE SERVICES FUND The Office Services Fund shall be provided with such revenue as may be secured from the in-house charges to City departments for the provision of microfilming and office copying services, printing and graphics services, plus other in-house functions such as the messenger and mail services, and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Office Services Fund as provided in the budget of' the City Manager, which includes a total Office Services Fund appropriation of $1, 846, 398 . X. EQUIPMENT SERVICES FUND The Equipment Services Fund shall be provided with such. revenue as may be secured from charges for the performance of maintenance and operations functions at the City' s six service centers plus on-site maintenance work performed at the City' s landfills, and other sources as shown by other ordinances hereto- fore passed, and such money shall be used to meet the requirements of the Equipment Services Fund as provided in the budget of the City Manager, which includes a total Equipment Services fund appropriation of $11, 810, 701 . -75- XI . SOLID WASTE FUND The Solid Waste Fund shall be provided with such revenue as may be secured from the collection of municipal solid waste and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Solid Waste Fund as provided in the budget of the City Manager, which includes a total appropriation for the Solid Waste Fund of $20, 735, 448 . XII . INFORMATION SYSTEMS FUND The Information Systems Fund shall be provided with such revenue as may be secured from in-house transfers from City departments for the provision of basic telephone line service, maintenance of telephone lines and instruments, lease/purchase of telephone instruments and other equipment, support in the operation and maintenance of personal computers, design, fabrication, procurement, installation and maintenance of electronic equipment, maintenance of the trunk system and other sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of the Information Systems Fund as provided in the budget of the City Manager, which includes a total Information Systems Fund appropriation of $10, 708, 685 . XIII . LAKE WORTH TRUST FUND The Lake Worth Trust Fund shall be provided with such revenue as may be secured from sales and leases of Lake Worth properties -6- and other sources as shown in the budget of the City Manager, and such money shall be used to meet requirements of the Lake Worth Trust Fund as provided in the budget of the City Manager, which includes a total Lake Worth Trust Fund appropriation of $752, 434 . XIV. CABLE COMMUNICATIONS OFFICE The Cable Communications Office shall be provided with such revenue as may be secured from the various sources included in the budget of the City Manager, and such money shall be used to meet the requirements of the Cable Communications office as provided in the budget of the City Manager, which includes a .total Cable Communications Office appropriation of $848, 659 . XV. RAILTRAN FUND The Railtran Fund shall be provided with such revenue as may be secured from revenue of DFW Railtran and other sources as shown in the budget of the City Manager, and such money shall be used to meet requirements of the Railtran Fund as provided in the budget of the City Manager, which includes a total Railtran Fund appropriation of $3, 392, 281 . XVI . PROPERTY AND CASUALTY INSURANCE The Property and Casualty Insurance Fund shall be provided with such revenue as may be secured from the City contributions from each operating fund and from the various sources included in the budget of the City Manager, and such money shall be used to meet the requirements of the Property and Casualty Insurance Fund as provided in the budget of the City Manager, which includes a -7- total Property and Casualty Insurance Fund appropriation of $4, 635, 078 . XVII . WORKERS ' COMPENSATION INSURANCE FUND The Workers ' Compensation Insurance Fund shall be provided with such revenue as may be secured from the City contributions from each operating department and from the various sources included in the budget of the City Manager, and such money shall be used to meet the requirements of the Workers ' Compensation Insurance Fund as provided in the budget of the City Manager, which includes a total Workers ' Compensation Insurance Fund appropriation of $6, 709, 050 . XVIII. HEALTH INSURANCE FUND The Health Insurance Fund shall be provided with such revenue as may be secured from the City contributions from each operating department, from contributions from employees and retirees, and from the various sources included in the budget of the City Manager, and such money shall be used to meet the requirements of the Health Insurance Fund as provided in the budget of the City Manager, which includes a total Health Insurance Fund appropria- tion of $24, 449, 454 . XIX. UNEMPLOYMENT COMPENSATION INSURANCE FUND The Unemployment Compensation Insurance Fund shall be pro- vided with such revenue as may be secured from the City contribu- tions from each operating department and from the various sources included in the budget of the City Manager, and such money shall -8- be used to meet the requirements of the Unemployment Compensation Insurance Fund as provided in the budget of the City Manager, which includes a total Unemployment Compensation Insurance Fund appropriation of $300, 000 . XX. ENGINEERING DEPARTMENT FUND The Engineering Department Fund shall be provided with such revenue as may be secured from the in-house charges to City departments for the provision of engineering services and other such sources as shown by other ordinances heretofore passed, and such money shall be used to meet the requirements of that department as provided in the budget of the City Manager, which includes a total Engineering Department Fund appropriation of $8, 107, 911 . XXI . ENVIRONMENTAL MANAGEMENT FUND The Environmental Management Fund shall be provided with such revenue as may be secured from the City' s environmental protection fee and other such sources as may become available from environmental projects, and such money shall be used to meet the requirements of the Environmental Management Fund as provided in the budget of the City Manager, which includes a total Environmental Management Fund appropriation of $2, 816, 748 . XXII . AWARDED ASSETS FUND The Awarded Assets Fund shall be provided with such revenue as may be secured by the Police Department under state and federal laws authorizing the forfeiture of certain - property involved in -9- the commission of criminal offenses, and such money shall be used for law enforcement purposes in accordance with the restrictions in such forfeiture laws, and as provided in the budget of the City Manager, which includes a total Awarded Assets Fund appropriation of $657, 300 . XXIII . CRIME CONTROL AND PREVENTION DISTRICT FUND The Crime Control and Prevention District Fund shall be provided with such revenue as shall be appropriated to same by the Fort Worth Crime Control and Prevention District in accordance with law, and such money shall be used as provided for by law and the purposes specified by the Fort Worth Crime Control and Prevention District, and as provided in the budget of the City Manager, which includes a total Crime Control and Prevention District Fund appropriation of $30, 661, 751 . XXIV. CITY STORE FUND The City Store Fund shall be provided with such revenue as may be secured from the sale of merchandise at the City Store as shown in the budget of the City Manager, which includes a total City Store Fund appropriation of $124, 228 . SECTION 2 . That the distribution and division of the above named appropriations be made in accordance with the budget of expenditures submitted by the City Manager and as revised by the City Council in accordance with the provisions of the City Charter and adopted by the City Council, which budget is made a part of -10- this ordinance by reference thereto and shall be considered in connection with the expenditures of the above appropriations . SECTION 3 . That on Tuesday, August 11, 1998, the City Manager presented to the City Council his budget estimate; that the City Council of the City of Fort Worth shall sit as a committee of the whole in the Council Chamber at the City Hall in the City of Fort Worth on the 18th day of August, A. D. 1998, at 10 : 00 o ' clock A.M. , to hear any complaints, suggestions or observations that any citizen, taxpayer or party interested may desire to make with reference to any or all of the provisions of this ordinance; and that such committee shall continue its deliberations from time to time and day to day until the public has been given a full opportunity to be heard. SECTION 4 . That following the commencement of the public hearings for which provision has been' made in the preceding section, this ordinance shall be published two times, one of which publications shall not be less than ten (10) days before the second reading and final passage of the ordinance, in the official newspaper of the City of Fort Worth, which newspaper is one of general circulation in said City. SECTION 5 . That this ordinance shall not be presented for final passage until ten (10) full days have elapsed after its publication, as -11- provided by the Charter of said City. SECTION 6. That should any part, portion, section or part of a section of this ordinance be declared invalid or . inoperative or void for any reason by a court of competent jurisdiction, such decision, opinion or judgment shall in no way affect the remaining portions, parts, sections or parts of sections of this ordinance, which provisions shall be, remain and continue to be in full force and effect. SECTION 7 . That all ordinances and appropriations for which provisions have heretofore been made are hereby expressly repealed if in conflict with the provisions of this ordinance. SECTION 8 . That this ordinance shall take effect and be in full force and effect from and after the date of its passage and publication as required by the Charter of the City of Fort Worth, and it is so ordained. AP ROVED AS TO FORM AND LEGALITY: City Atto('�' ne O� (, Date : I ADOPTED: T/ /r?� EFFECTIVE : -12- SCHEDULE OF CHANGES MADE BY THE CITY COUNCIL TO THE CITY MANAGER'S PROPOSED 1998-99 BUDGET Explanation of Revenue Changes: Original General Fund Revenue Estimate $301,026,520 SALES TAX +$1,044,325 Original Estimate $ 64,101,166 Revised Estimate 65,145,491 This increase of$1,044,323 is due to additional sales tax revenue based on current year re-estimates. LICENSES AND PERMITS +500,000 Original Estimate $ 34,160,947 Revised Estimate $ 34,660,947 This increase of$500,000 is due to the TU Franchise Fee increase and current re-estimates. FINES AND FORFEITURES +$300,000 Original Estimate $ 10,535,877 Revised Estimate $ 10,835,877 This increase of$300,000 is based on current re-estimates for Municipal Court. USE OF MONEY AND PROPERTY +$150,000 Original Estimate $ 10,725,891 Revised Estimate $ 10,875,891 This increase of$150,000 is based on current re-estimates for Auction Revenue. FROM OTHER AGENCIES -$48,062 Original Estimate $ 1,004,125 Revised Estimate $ 956,063 This decrease of$48,062 is the result of the completion of payments from the Zoological Association in FY1998. This is partially offset by an increase of $50,000 based on re-estimates from indirect cost reimbursements. CHARGES FOR CURRENT SERVICES -$237,531 Original.Estimate $ 15,174,657 Revised Estimate $ 14,937,126 This decrease of$380,000 is due to the correction of the revenue projection for police responses for false alarms. An additional decrease of$38,956 is due to a reduction of administrative service charges for the Municipal Golf Fund based on the new cost allocation plan. These decreases are offset by a $102,000 increase for the proposed fee addition for Fire false alarms. An increase of$79,425 is included for a revised projection of revenue for burglar alarm permits. Page 1 TRANSFERS +$754,599 Original Estimate $ 6,908,905 Revised Estimate $ 7,663,504 An increase of$936,489 is included as a transfer from the Crime District to the General Fund to fund 2% of the across the board pay increases for Police. This is partially offset by a $181,890 decrease for a transfer from the Airports Fund to the General Fund that will not occur. REVISED GENERAL FUND REVENUE TOTAL $303,489,851 NET CHANGE FROM CITY MANAGER'S PROPOSED BUDGET $2,463,331 Page 2 Explanation of Appropriation Changes: Original General Fund Appropriation $301,026,520 MAYOR& COUNCIL +$7,055 Original Proposed Appropriation $ 574,362 Budget Approved by City Council $ 581,417 An increase of$7,055 for 5% across the board salary increases is included. CITY MANAGER +$131,738 Original Proposed Appropriation $ 4,115,962 Budget Approved by City Council $ 4,247,700 An increase of$131,738 for 5% across the board salary increases is included. DEVELOPMENT +$126,636 Original Proposed Appropriation $ 4,156,773 Budget Approved by City Council $ 4,283,409 An increase of$126,636 for 5% across the board salary increases is included. HUMAN RELATIONS COMMISSION +$6,570 Original Proposed Appropriation $ 240,003 Budget Approved by City Council $ 246,573 .An increase of$6,570 for 5% across the board salary increases is included. INTERNAL AUDIT +$31,446 Original Proposed Appropriation $ 709,376 Budget Approved by City Council $ 740,822 An increase of$31,446 for 5% across the board salary increases is included. CITY SECRETARY +$10,347 Original Proposed Appropriation $ 414,361 Budget Approved by City Council $ 424,708 An increase of$10,347 for 5% across the board salary increases is included. LAW +$103,650 Original Proposed Appropriation $ 2,403,379 Budget Approved by City Council $ 2,507,029 An increase of$103,650 for 5% across the board salary increases is included. FINANCE +$99,956 Original Proposed Appropriation $ 4,694,989 Budget Approved by City Council - $ 4,794,945 An increase of$99,956 for 5% across the board salary increases is included. Page 3 HUMAN RESOURCES +$78,921 Original Proposed Appropriation $ 2,412,786 Budget Approved by City Council $ 2,491,707 An increase of$31,446 for 5% across the board salary increases is included. RISK MANAGEMENT +$25,408 Original Proposed Appropriation $ 815,481 Budget Approved by City Council $ 840,889 An increase of$31,446 for 5% across the board salary increases is included. TRANSPORTATION & PUBLIC WORKS +$65,223 Original Proposed Appropriation $ 26,791,772 Budget Approved by City Council $ 26,856,995 A decrease of$500,000 for street maintenance is included. This is offset by an increase of$565,223 for 5% across the board salary increases. CITY SERVICES +$104,406 Original Proposed Appropriation $ 4,662,897 Budget Approved by City Council $ 4,767,303 An increase of$104,406 for 5% across the board salary increases is included. PLANNING & GROWTH MANAGEMENT +$37,205 Original Proposed Appropriation $ 1,213,124 Budget Approved by City Council $ 1,250,329 An increase of$37,205 for 5% across the board salary increases is included. PUBLIC EVENTS +$151,575 Original Proposed Appropriation $ 7,493,878 Budget Approved by City Council $ 7,645,453 An increase of$151,575 for 5% across the board salary increases is included. POLICE +$2,765,664 Original Proposed Appropriation $ 78,852,783 Budget Approved by City Council $ 81,618,447 An increase of$617,752 for 5% across the board salary increases is included for non-Civil Service employees. An increase of$2,147,912 for 5% across the board salary increases is included for Civil Service employees. FIRE +$1,658,940 Original Proposed Appropriation $ 47,534,155 Budget- Approved by City Council $ 49,193,095 An increase of$177,410 for 5% across the board salary increases is included for non-Civil Service employees. An increase of$1,481,530 for 5% across the board salary increases is included for Civil Service employees., Page 4 MUNICIPAL COURT +$186,997 Original Proposed Appropriation $ 6,802,384 Budget Approved by City Council $ 6,989,381 An increase of$186,997 for 5% across the board salary increases is included. PUBLIC HEALTH +$175,980 Original Proposed Appropriation $ 5,883,314 Budget Approved by City Council $ 6,059,294 An increase of$175,980 for 5% across the board salary increases is included. ENVIRONMENTAL MANAGEMENT +$36,864 Original Proposed Appropriation $ 1,231,344 Budget Approved by City Council $ 1,268,208 An increase of$36,864 for 5% across the board salary increases is included. PARKS & COMMUNITY SERVICES +$368,093 Original Proposed Appropriation $ 14,197,876 Budget Approved by City Council $ 14,565,969 An increase of$368,093 for 5% across the board salary increases is included. ZOO +$83,623 Original Proposed Appropriation $ 2,717,841 Budget Approved by City Council $ 2,801,464 An increase of$83,623 for 5% across the board salary increases is included. LIBRARY +$259,160 Original Proposed Appropriation $ 9,701,320 Budget Approved by City Council $ 9,960,480 An increase of$259,160 for 5% across the board salary increases is included. NON-DEPARTMENTAL -$4,052,126 Original Proposed Appropriation $ 73,306,293 Budget Approved by City Council $ 69,254,167 This includes a decrease of$4,209,273 for salary increases that have been reallocated to department budgets. This is offset by an increase of$157,147, including $32,147 for the ambulance subsidy, $100,000 for the Arts Council, $15,000 for the Women's Haven, and $10,000 for Alliance for Children. REVISED GENERAL FUND TOTAL $303,489,851 NET CHANGE FROM CITY MANAGER'S PROPOSED BUDGET $2,463,331 Page 5 000❑ _ 0 000 NANCY LEE&PERRY R BASS PERFORMANCE UALLI Nancy Lee and Perry R. Bass Performance Hall Background Information The Nancy Lee and Perry R. Bass Performance Hall, newest crown jewel in a city which already boasts the nation's third largest cultural district, is an important symbol of one of the most success downtown revitalization efforts in the country. Built"on time and on budget,"entirely with private funds, the $67 million facility is the first-ever permanent home of the Fort Worth Symphony Orchestra, Fort Worth Dallas Ballet, Fort Worth Opera, and the Van Cliburn International Piano Competition. It will also host special productions of Casa Manana musicals. A showpiece as well as a showcase, the 2,056 seat,multipurpose Hall is characteristic of the classic European opera house form, with an 80-foot diameter Great Dome topping the Founders Concert Theater and 48-foot tall angels sculpted from Texas �\ limestone, gracing the Grand Faeade. Every aspect of the Hall's design, led by architect David M. Schwarz/Architectural Services, Inc., has focused on superb acoustics, exceptional sight lines and ambience on a level with the great halls of Europe and America. There are six seating levels in the audience chamber arranged in successive horseshoe- shaped tiers, including two piano boxes,which exist in no other performance space in the world. More than 6,000 families, individuals, foundations and businesses from a broad spectrum of the community have contributed to building the Hall—gifts including a child who sent tooth fairy money and a country-western band member who came to love the symphony. Donations to date have passed the $78 million mark, allowing the creation of $5 million in enhancements to the original brtiittitg Ptd1e I ;'the_creation of children's education,long-term capital rnainlenaiio imt1 biaflding operations endow rents; and for the construction of rehearsal facilities. twoteystone donations--an$1 trillion grant from the Sid W. Richardson Foundation and a$10 Y llion;grt nt from'tht'-Bumett_ Foundation helped get the capital campaign'€or Bass Per46rffiance 11all off to an impr'essIive financial start. Nancy Lee and Perry R. Bass, for whom the Hall is bred,-donated the " 40,000 square-footpiece of land on which the building is builtaiA also established a$10 million endowment For the ongoing operations and maintenance ortheHbill. The creation of Bass Performance Hall began in 1902, when Pei&rming Arts Fort Worth was formed to manage and fund the des n, consutel oh arA operation of the Hall. On June 1, 1995, ground was broken and the new'building vias given its r�ai ie. A six- week Grand Opening Festival for the Hall began May l,'M9. 8. The Hall sits on a hill city block encompassed"bv C`ommeite,bilhoun, Fourth and Fifth Streets in the historic Sundance Square district in dbW town VoA WM"h. PERVORMING ARTsToRT W612TR,"INC, Maddox-Muse Administratton Hall,330 East 4th Street,Fort Worth,Texas 76102 (817)212-4300 FAX: (817)336-4804 1 GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PRESENTED TO City of Fort Worth, Texas For the Fiscal Year Beginning October 1 , 1997 President Executive Director The Government Finance Officers Association of the United States and Canada(GFOA) presented an award of Distinguished Budget Presentation to the City of Fort Worth for its annual budget for the fiscal year beginning October 1, 1997. In order to receive this award,a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan and as a communication device. The award is valid for a period of one year only.We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. TABLE OF CONTENTS ORGANIZATIONAL GENERAL FUND.................F-1 SOLID WASTE FUND..........N-1 INFORMATION STRONG NEIGHBORHOODS MUNICIPAL GOLF FUND... 0-1 City Officials..........................A-1 Housing ............................... G-1 AIRPORTS FUND................P-1 Department Heads...............A-2 1998 Awards.........................A-3 Human Relations............... G-15 City Organizational Chart.....A-7 Planning &Growth MUNICIPAL PARKING Management................... G-23 FACILITIES FUND.............. Q-1 Total City Operating Budget Parks&Community Organizational Chart...........A-8 Services.......................... G-31 INTERNAL SERVICE FUNDS City Council District Map......A-9 Zoo .................................... G-41 Public Library..................... G-49 Fund Statement....................R-1 CITY MANAGER'S Equipment Service Fund ......R-3 MESSAGE............................B-1 SOUND ECONOMY Information Systems Fund..R-21 FINANCIAL MANAGEMENTEngineering Fund ...............R-37 Development........................H-1 Office Services Fund..........R-53 POLICY STATEMENTS C-1 Employment and Training...H-13 Temporary Labor Fund......,R-67 INTRODUCTORY Transportation and INFORMATION Public Works....................H-23 SPECIAL FUNDS Public Events......................H-33 Statement of Vision ..............D-1 Insurance Funds...................S-1 Budget Format......................D-3 SAFE COMMUNITY Culture and Tourism Fund..S-19 Budget Procedure and Cable Communications City Services.......................... I-1 Philosophy.........................D-7 Office Fund.......................S-35 Police................................... I-11 Budget Calendar.................D-11 Lake Worth Trust Fund.......S-49 Fire ...................................... I-27 Community Profile and Municipal Courts.................. 1-41 Railtran ...............................S-63 Economic Trends ............D-15 public Health........................ 1-51 Environmental Management Financial Trend Indicators..D-26 Environmental Fund.................................S-77 Relationships with Other Management..................... 1-59 Awarded Assets Entities.............................D-37 Trust Fund........................S-93 SUPPORT SERVICES City Store...............:............S-95 SUMMARY INFORMATION Mayor and City Council Grant Funds Summa S-97 Summary������� Budget Ordinances...............E-1 City Manager........................ J-5 CRIME CONTROL AND Schedule of Changes.........E-19 Internal Audit....................... J-13 PREVENTION DISTRICT.....T-1 General Fund City Secreta J-19 Budget Synopsis..............E-25 Law..................................... J-23 SALARY SCHEDULE..........0-1 Summary of Resources and Finance.......................:....... Appropriation by Fund.....E-36 Human Resources.............. J-37 GLOSSARY..........................V-1 Total Operating Budget Risk Management............... J-43 and Total Revenues...........E-39 Non-Departmental.............. J-51 General Fund Budget Expenditures and DEBT SERVICE...................K-1 Revenues.........................E-40 Summary of Authorized CAPITAL PROJECTS Positions and Expenditures PLAN.................................... L-1 General Fund................E-41 WATER AND Other Funds..................E-42 WASTEWATER FUND ....... M-1 A-1 City of Fort Worth, Texas City Officials Kenneth L. Barr Mayor Jim Lane Clyde Picht Place 2 Place 6 Chuck Silcox Jeff Wentworth Place 3 Place 7 Becky Haskin Ralph McCloud Place 4 Place 8 Frank Moss Cathy Hirt Place 5 Place 9 Bob Terrell City Manager Mike Groomer Charles R. Boswell Ramon Guajardo Libby Watson Assistant City Managers Budget Office Staff Susan Alanis Bridgette Garrett Skip Krueger Clifford Blackwell Kristin Glass Melissa McNair Kristin Button Clinton Spruill A-3 City of Fort Worth 1998 Awards City Manager's Office * Government Hispanic Business Advocate of the Year Awarded to Ramon Guajardo from the Hispanic Chamber of Commerce * Communicator of the Year Awarded to Pat Svacina from the International Association of Business Communicators * Safe Community Award Awarded to Libby Watson from the Crime Commission of Tarrant County * Public Safety Program Excellence Award in Memory of William H. Hansell, Sr. and Alice Hansell Awarded to Bob Terrell from ICMA * Government Finance Officers Association - Distinguished Budget Presentation Award * Silver Circle Award for Citizen Participation from City County Communications & Marketing Association (3CMA) for the 1998 Capital Improvement Program * Awards for Voice, the City of Fort Worth's newsletter, from the International Association of Business Communications (IABC): * For newsletter design, Award of Merit, to Cecilia Jacobs * For writing, Award of Excellence and an Award of Merit, to Cecilia Jacobs * For printed materials, Award of Excellence, to Cecilia Jacobs * For black and white photography, Honorable Mention, to Cecilia Jacobs Cable Office * 2nd Place Award for City Page Update from the National Association of Telecommunications Officers and Advisors * 3`d Place for Sports Coverage of TCU vs. OSU Football Game from the National Association of Telecommunications Officers and Advisors * CCT Program, Music Venue, Voted Best Local Cable Access Show by Readers in C. the Fort Worth Star Telegram Survey of Best of Tarrant County A-5 Human Resources * Mayor's Committee on Disabilities received from the National Organization on Disabilities for the Friendly Home * Local Award from REACH (Rehabilitation, Education, Advocacy for Citizens with Handicaps) for Implementation of the ADA. Library Texas Book Festival Award Parks and Community Services * John Clay Recipient of the National Humanitarian Award from the National Recreation and Park Association * National Service Awarded Given to the Friends of the Nature Center by the National Recreation and Park Association * YMCA of Metropolitan Fort Worth Recognition for Collaborative Efforts * 1997 Fort Worth Beautiful Award for Burnett Park from the Fort Worth Garden Club, Inc. and Fort Worth Clean City * National Recreation and Park Association Southwest Region Individual Citation Award to Elsie Bradford * National Recreation and Park Association Southwest Support Group Citation Award to Friends of the Nature Center * Texas Recreation and Park Society Awarded Earl Russell with the Minority in Leisure Frontliner Award * 1998 Host of the National Women's Softball Team Festival and Competition * Case Manager Award from the Texas Department of Housing and Community Affairs * Exemplary Performance Award from the Texas Department of Housing and Community Affairs A-7 CITIZENS OF FORT WORTH MAYOR AND COUNCIL $581,417 13.0 A.P. •CRIME CONTROL DISTRICT BOARD •D/FW AIRPORT BOARD •FORT WORTH HOUSING AUTHORITY r ADVISORY •FORT WORTH TRANSPORTATION AUTHORITYL BOARDS •RAILTRAN BOARD •RETIREMENT BOARD CITY CITY MANAGER CITY ATTORNEY f$740,8; jR. SECRETARY$424,708 8.0 A.P. 52,507,029 38.0 A.P. CABLE CITY MANAGER'S $848,659 13.0 A.P. OFFICE CULTURE DEBT RAILTR��1.25 CITY NON- rOFFICE SERVICES, AND SERVICE STORE. DEPARTMENTAL� j TOURISM 11AM11AM J� $7,199,706 7.0 A.P. $4 247,700 54.0 A.P. 547,989,907 0.0 A.P. S3,392,281 .. $124,228 2.0 A.P. 521,26/,260 J.0 A.P. L 1,B46,J98 180 A.J Strong Neighborhoods Sound Economy Safe Community Support Services HOUSING AVIATION CITY SERVICES FINANCE L1i a � $23,624 0.0 A.P. $2,751,644 29.75 A.P. 54,767,303 67.5 A.P. $4,794,945 60.0 A.P. 1\ EQUIPMENT SERVICES HUMAN RELATIONS DEVELOPMENT DIVISION HUMAN RESOURCES i COMMISSION $11,810,701 153.0 A.P. $246,573 3.75 A.P. $4,283,409 77.0 A.P. SOLID WASTE $2,491,707 35.0 A.P. 520,735,446 78.0 A.P. TEMPORARYLABOR LIBRARY ENGINEERING ENVIRONMENTAL $889,075 2.0 A.P. MANAGEMENT INFORMATION SYSTEMS 59,960,480 182.25 A.P. $8,107,911 -161.0 A.P. F .- $1,268,208 20.0 A.P. �i �"' LAKE WORTH TRUST �l PARKS AND F$752,434o.a A.P. ENVIRONMENTAL s1o,7os,66s - 107.0 A.P. COMMUNITY MANAGEMENT FUND SERVICES $2,816,748 20.0 A.P. $14,565,969 273. AND TRAI 4 A.P. EMPLOYMENTNING FIRE RISK MANAGEMENT GOLF $4,959,518 64.0 A.P. 576,443 0.0 A.P. $840,889 12.0 A.P. $49193 095 762.0 A.P. PLANNING AND PUBLIC EVENTS INSURANCE FUNDS • GROWTH AND MUNICIPAL COURT Group Health $24,449,454 MANAGEMENT y/Ca FACILITIES` •Property/Casualty 51,250,329 16.0 A.P. 57,645,453 109.0 A.P. $4,635,078 $6,989,361 141.5 A.P. •Unemployment Comp ZOO TRANSPORTATION $300,000 AND PUBLIC POLICE •Workers'Comp WORKS $6,709,050 $2.801.46!W7.0 A.P. $26,856,995 390.0 A.P. $61,618,447 1371.0 A.P. MUNICIPAL PARKING FACILITIES AWARDED ASSETS j 522 2,999 1.0 A.P. $657,300 0.0 A.P. 1/\ CRIME DISTRICT WATER ® $26,135,323 177.0A.P.I APPOINTED BY AND O CITY COUNCIL SEWER 747.oA.P. PUBLIC HEALTH O ELECTED OFFICIAL $17317449302 f' DEPARTMENTS 56,059294 120.0 A.P. SPECIALIZED FUNCTIONS - - - - - - - - - - nom � — �., - - - - - - - - - „4 287 I .35 121 i I f 199 30 30 30 183 820 I I 287 20 20 20 I 3n City of Fort Worth I I = _ Single Member Districts I Legend Ilk --1 MAYOR (Elected at Large) Kenneth Barr District No.2 Jim Lane ® District No.3 Chuck Silcox District No.4 Becky Haskin District No.5 Frank Moss 3s N District No.6 Clyde Picht I_ District No.7 Jeff Wentworth E District No.8 Ralph McCloud S District No.9 Cathy Hirt TARRANT COUNTY— — — — — — — — — — — Date Revised October 1998 — Q&Two&Tx Fo&TWqKTH November 5, 1998 The Honorable Mayor and Members of the City Council City of Fort Worth, Texas Ladies and Gentlemen: It is my pleasure to present you with the Adopted Budget for fiscal year 1998-99. The adopted budget reflects several months of dedicated effort by countless City staff members to craft a fiscal and operational plan for the upcoming year that will be acceptable to the Council and the community. Perhaps more than previous efforts, this adopted budget also benefits greatly from citizen input achieved through a scientific, comprehensive survey, as well as City Council policy guidance gained through numerous formal and informal discussions. By listening carefully to this diversity of input and working diligently through the inherent challenges of budget-making, I am confident that we have succeeded in developing a budget plan that addresses the highest priorities of the Council and the citizenry in a fiscally responsible manner. The overall operating budget proposed for next year totals $547,830,441. This represents an increase from 1997-98 of 8.67% in dollars and 137.52 in authorized positions. The General Fund Budget increased to $303,489,851 from$280,072,676 or 8.36 percent. It is only fitting that the budget for Fort Worth's sesquicentennial year is a "good news" story of unprecedented magnitude. The adopted tax rate of 89.75¢ (a 2.25¢ reduction) is the lowest rate in eleven years and marks the fourth straight year of property tax rate reductions. Making this tax rate possible is an 8.4% increase in property values, itself a clear indication of the significant growth and development taking place in Fort Worth. Also indicative of the strength of our local economy, and contributing to the property tax rate reduction, is the continued surge in sales tax collections. Year-to-date sales tax receipts are 9.2% ahead of last year. Even the modest growth rate of 4% estimated in sales tax collections for 1998-99 will provide significantly increased revenue to the General Fund. Largely because of the outstanding performance of the sales tax, the City is reducing its reliance on the property tax. The property tax will be responsible for only ( 49% of General Fund revenue in 1998-99, the first time since 1985-86 that the majority 1, of General Fund revenue has not come from the property tax. CITY MANAGER'S OFFICE THE CITY OF FORT WORTH * 1000 THROCKMORTON STREET * FORT WORTH, TEXAS 76102 (817) 871-6111 * FAx (817) 871-6134 0 Printed on recycled paper As the City continues to expand its borders and add population, the need to improve existing facilities and construct new ones intensifies. The adopted budget includes operational funding for several new facilities. Full-year funding is provided for fire stations 36 (Columbus Trail) and 37 (Roy White Road/Alta Vista) in the rapidly developing southwest and far northern parts of Fort Worth. Funds to support the expansion of the Central Library to enhance children's services and the media center (utilities, materials, staff, etc.) are also included in the adopted budget. Full-year funding for the Health Department's new Animal Care and Control Center is also a part of the 1998-99 adopted budget. During FY1997-98, the City Council and the Tarrant County Commissioners Court effectuated an agreement of historic proportions by transferring the Convention Center from the County to the City. Along with the ownership and management of the Convention Center comes responsibility for its operating and maintenance expenses. The adopted budget provides funding for Convention Center operational costs totaling $3,370,530. To help offset the projected operating deficit at the Convention Center and the Will Rogers Memorial Center, $781,802 in hotel/motel occupancy tax revenue is scheduled to be transferred to the General Fund. Revenue growth in the hotel/motel tax is such that existing commitments to the agencies currently funded from that revenue source can be honored (including a new contract with the Convention and Visitors Bureau) while at the same time relieving the General Fund of some of the burden ( associated with operation of the Convention Center and Will Rogers Memorial Center. For the first time in many years, a variety of user fees have been adjusted in the new budget. Development Department fees such as building permits are slated for increases ranging from 10% to 20%. These increases should result in $685,000 in added revenue. Increases are also included for commercial and residential burglar alarm permits and false alarm fees. These fees enable the City to recoup the costs associated with responding to false alarms while also encouraging residents and business owners to utilize their alarm systems properly. The recent water problems created by the failures of aging infrastructure serve to remind us how critical water and wastewater services are to the health and orderly functioning of the City. Our water and sewer utility serves 750,000 people including Fort Worth and our customer cities. The adopted budget reflects a $12.8 million increase for the Water and Sewer enterprise fund. The budget increase reflects the operational and debt service costs associated with repairing and replacing deteriorated infrastructure, meeting the demands of growth, and complying with environmental mandates. To support the required cost increases, water and wastewater rates have been adjusted to increase expected revenue by 5.5% and 5.8%respectively in 1998-99. The City's second largest enterprise fund is Solid Waste. Primarily because of cost increases included in the contract with the City's collection and disposal vendor, monthly garbage rates must be increased by 50¢ next year, bringing the total residential bill to C $11.50 per month. The new rate will still be competitive with other major cities in Texas. FINANCE DEPARTMENT JAMES KEYES, DIRECTOR ( 1000 THROCKMORTON STREET 3F FORT WORTH,TExAS 76102 PHONE(817)871-8185 FAx(817)871-8966 NTPOLICY TAT NTS C-3 C TABLE OF CONTENTS Paye Summary ..................................................................................................... 1 I. Revenues............................................................................................ 3 H. Expenditures..................................................................................... 5 III. Fund Balance/Retained Earnings.................................................. 7 Iv. Capital Expenditures and Improvements .................................... 9 V. Debt.................................................................................................... 11 VI. Investments ....................................................................................... 15 vii. Intergovernmental Relations.......................................................... 19 VIII. Grants................................................................................................. 21 IX. Economic Development.................................................................. 23 X. Fiscal Monitoring.............................................................................. 25 XI. Financial Consultants ...................................................................... 27 XII. Accounting,Auditing and Financial Reporting.......................... 29 xlil. Retirement System........................................................................... 31 xIv. Internal Controls .............................................................................. 33 i C-5 3 an-Ona-H-OW 11CIA1!IAN CMEIT 'O# CYeST� TET' S �£ To establish and document a policy framework for fiscal decision-making, the City Manager will develop and maintain a comprehensive set of Financial Management Policy Statements. The aim of these policies is to ensure that financial resources are available to meet the present and future needs of the citizens of Fort Worth. Specifically this policy framework mandates the pursuit of the following fiscal objectives: 1. Revenues: Design, maintain and administer a revenue system that will assure a reliable, equitable, diversified and sufficient revenue stream to support desired City services. 2. Expenditures: Identify priority services, establish appropriate service levels and administer the expenditure of available resources to assure fiscal stability and the effective and efficient delivery of services. 3. Fund Balance/Retained Earnings: Maintain the fund balance and retained earnings of the various operating funds at levels sufficient to protect the City's creditworthiness as well as its financial position from emergencies. 4. Capital Expenditures and Improvements: Annually review and monitor the state of the City's capital equipment and infrastructure, setting priorities for its replacement and renovation based on needs, funding alternatives, and availability of resources. 5. Debt: Establish guidelines for debt financing that will provide needed capital equipment and infrastructure improvements while minimizing the impact of debt payments on current revenues. 6. Investments: Invest the City's operating cash to ensure its safety, provide for necessary liquidity and optimize yield. 7. Intergovernmental Relations: Coordinate efforts with other governmental agencies to achieve common policy objectives, share the cost of providing governmental services on an equitable basis and support favorable legislation at the state and federal level. 8. Grants: Seek, apply for and effectively administer federal, state and foundation grants-in-aid which address the City's current priorities and policy objectives. C 9. Economic Development: Initiate, encourage and participate in economic development efforts to create job opportunities and strengthen the local economy. Financial Management Policy Statements(Revised September 15,1998) Page 1 c-7 � Fa�.` I. REVENUES To design, maintain and administer a revenue system that will assure a reliable, equitable, diversified and sufficient revenue stream to support desired City services. A. Balance and Diversification in Revenue Sources The City shall strive to maintain a balanced and diversified revenue system to protect the City from fluctuations in any one source due to changes in local economic conditions which adversely impact that source. B. User Fees For services that benefit specific users, the City shall establish and collect fees to recover the costs of those services. The City Council shall determine the appropriate, cost recovery level and establish the fees. Where feasible and desirable, the City shall seek to recover full direct and indirect costs. User fees shall be reviewed on a regular basis to calculate their full cost recovery levels, to compare them to the current fee structure, and to recommend adjustments where necessary. C. Property Tax Revenues/Tax Burden The City shall endeavor to reduce its reliance on property tax revenues by revenue diversification, implementation of 'user fees, and economic development. The City shall also strive to minimize the property tax burden on Fort Worth citizens. . D. Utility/Enterprise Funds User Fees Utility rates and enterprise funds user fees shall be set at levels sufficient to cover operating expenditures, meet debt obligations, provide additional funding for capital improvements, and provide adequate levels of working capital. The City shall seek to eliminate all forms of subsidization to utility/enterprise funds from the General Fund. E. Administrative Services Charges The City shall establish a method to determine annually the administrative services charges due the General Fund from enterprise funds for overhead and Financial Management Policy Statements(Revised September 15,1998) Page 3 C-9 - C II. EXPENDITURES To assure fiscal stability and the effective and efficient delivery of services, through the identification of necessary services, establishment of appropriate service levels, and careful administration of the expenditure of available resources. A. Current Funding Basis The City shall operate on a current funding basis. Expenditures shall be budgeted and controlled so as not to exceed current revenues plus the planned use of fund balance accumulated through prior year savings. (The use of fund balance shall be guided by the Fund Balance/Retained Earnings Policy Statements.) B. Avoidance of Operating Deficits The City shall take immediate corrective actions if at any time during the fiscal ( year expenditure and revenue re-estimates are such that an operating deficit (i.e., projected expenditures in excess of projected revenues) is projected at year-end. Corrective actions can include a hiring freeze, expenditure reductions, fee increases, or use of fund balance within the Fund Balance/Retained Earnings Policy. Expenditure deferrals into the following fiscal year, short-term loans, or use of one-time revenue sources shall be avoided to balance the budget. C. Maintenance of Capital Assets Within the resources available each fiscal year, the City shall maintain capital assets and infrastructure at a sufficient level to protect the City's investment, to minimize future replacement and maintenance costs, and to continue service levels. D. Periodic Program Reviews The City Manager shall undertake periodic staff and third-party reviews of City programs for both efficiency and effectiveness. Privatization and contracting with other governmental agencies will be evaluated as alternative approaches to service delivery. Programs which are determined to be inefficient and/or ineffective shall be reduced in scope or eliminated. C Financial Management Policy Statements(Revised September 15,1998) Page 5 C-11 IN CITY OF FORT WORTH s - � FINANCIAL MANAGEMENT PQ�ICY STATEMENTS III. FUND BALANCE%RETAINED EAINNGS To maintain the fund balance and retained earnings of the various operating funds at levels sufficient to protect the City's creditworthiness as well as its financial positions from unforeseeable emergencies. A. General Fund Undesignated Fund Balance The City shall strive to maintain the General Fund undesignated fund balance at 10 percent of current year budget expenditures. After completion of the annual audit, if the undesignated fund balance exceeds 10 percent, the excess must be specifically designated for subsequent year expenditures or transferred to the Capital Projects Reserve Fund. (The use of this Fund shall be guided by the Capital.Expenditures and Improvements Policy Statements.) B. Retained Earnings of Other Operating Funds ( In other enterprise operating funds, the City shall strive to maintain positive ` retained earnings positions to provide sufficient reserves for emergencies and revenue shortfalls. Specifically, in the Water and Sewer Enterprise Fund, an operating reserve will be established and maintained at 20 percent of the current year's budget appropriation for operation and maintenance, which is defined as the total budget less debt service and capital project expenditures. C. Use of Fund Balance/Retained Earnings Fund Balance/Retained Earnings shall be used only for emergencies, non- recurring expenditures, or major capital purchases that can not be accommodated through current year savings. Should such use reduce the balance below the appropriate level set as the objective for that fund, restoration recommendations will accompany the decision to utilize said balance. D. Retained Earnings of Internal Service Funds The City shall not regularly maintain positive retained earnings in internal service funds. When an internal service fund builds up retained earnings, the City shall transfer it to other operating funds. Financial Management Policy Statements(Revised September 15,1998) Page 7 C-13 fi.� ..x=� =,=}sFINANCIAL MANAGEMENT POLICY STA'�'�M�ENTS , , �r IV. CAPITAL EXPENDITURES'AND IMPROVEMENTS To annually review and monitor the state of the City's capital equipment and infrastructure, setting priorities for its replacement and renovation based on needs, funding, alternatives, and availability of resources. A. Capital Improvement Planning Program The City shall annually review the needs for capital improvements and equipment, the current status of the City's infrastructure, replacement and renovation needs, and potential new projects. All projects, ongoing and proposed, shall be prioritized based on an analysis of current needs and resource availability. For every capital project, all operation, maintenance and replacement costs shall be fully costed. B. Replacement of Capital Assets on a Regular Schedule The City shall annually prepare a schedule for the replacement of its non- infrastructure capital assets. Within the resources available each fiscal year, the City shall replace these assets according to the aforementioned schedule. C. Capital Expenditure Financing The City recognizes that there are three basic methods of financing its capital requirements. It can budget the funds from current revenues; it can take the funds from fund balance/retained earnings as allowed by the Fund Balance/Retained Earnings Policy; or it can borrow money through debt. Debt financing includes general obligation bonds, revenue bonds, certificates of obligation, lease/purchase agreements, certificates of participation, commercial paper, and other obligations permitted to be issued or incurred under Texas law. Guidelines for assuming debt are set forth in the Debt Policy Statements. D. Capital Projects Reserve Fund A Capital Projects Reserve Fund shall be established and maintained to accumulate reimbursements from other governmental agencies for the prior purchase of real assets, as well as transfers from the General Fund undesignated fund balance. This fund shall only be used to pay for non-routine and one-time Financial Management Policy Statements(Revised September 15,1998) Page 9 C-15 F CITY OF FORT WORT 1- „FINANCIAL 1V AN GEMENT FO�L:PCYrST�T�MENTS V. DEBT To utilize debt financing which will provide needed capital equipment and infrastructure improvements while minimizing the impact of debt payments on current revenues. A. Use of Debt Financing Debt financing, to include general obligation bonds, revenue bonds, certificates of obligation, certificates of participation, commercial paper, lease/purchase agreements, and other obligations permitted to be issued or incurred under Texas law, shall only be used to purchase capital assets that cannot be acquired from either current revenues or fund balance/retained earnings and to fund infrastructure improvements and additions. The useful life of the asset or project shall exceed the payout schedule of any debt the City assumes. B. Assumption of Additional Debt The City shall not assume more tax-supported general purpose debt than it retires each year without conducting an objective analysis as to the community's ability to assume and support additional debt service payments. When appropriate, self-supporting revenue bonds shall be issued before general obligation bonds. C. Affordability Targets 1. General Obligation Bonds The City shall use an objective analytical approach to determine whether it can afford to assume new general purpose debt beyond what it retires each year. This process shall compare generally accepted standards of affordability to the current values for the City. These standards shall include debt per capita, debt as a percent of taxable value, debt service payments as a percent of current revenues and current expenditures, and the level of overlapping net debt of all local taxing jurisdictions. The process shall also examine the direct costs and benefits of the proposed expenditures. The decision on whether or not to assume new debt shall be based on these costs and benefits, the current conditions of the municipal bond market, and the City's ability to "afford" new debt.as determined by C the aforementioned standards. The City shall strive to achieve and/or maintain these standards at a low to moderate classification. Financial Management Policy Statements(Revised September 15,1998) Page 11 C-17 G. Rating Agencies Presentations Full disclosure of operations and open lines of communication shall be made to the rating agencies. City staff,with assistance of financial advisors, shall prepare the necessary materials and presentation to the rating agencies. Credit ratings will be sought from one or more of the nationally recognized municipal bond rating agencies, currently Moody's, Standard & Poor's, and Fitch IBCA, as recommended by the City's financial advisor. H. Continuing Disclosure The City is committed to providing continuing disclosure of financial and pertinent credit information relevant to the City's outstanding securities and will abide by the provisions of Securities and Exchange Commission (SEC) Rule 15c2- 12 concerning primary and secondary market disclosure. City staff, with the assistance of the City's financial advisors and, if necessary, the City's bond counsel, will undertake to update financial and pertinent credit information within six months of the end of the City's fiscal year. I. Debt Refunding City staff and the financial advisor shall monitor the municipal bond market for opportunities to obtain interest savings by refunding outstanding debt. As a general rule, the present value savings of a particular refunding should exceed 3.5% of the refunded maturities. J. Interest Earnings Interest earnings received on the investment of bond proceeds shall be used to assist in paying the interest due on bond issues,to the extent permitted by law. K. Lease/Purchase Agreements Over the lifetime of a lease, the total cost to the City will generally be higher than purchasing the asset outright. As a result, the use of lease/purchase agreements and certificates of participation in the acquisition of vehicles, equipment and other capital assets shall generally be avoided, particularly if smaller quantities of the capital asset(s) can be purchased on a "pay-as-you-go"basis. Financial Management Policy Statements(Revised September 15,1998) Page 13 C-19 r CITY OF FORT WORTH w F N NCIAL !IANAGEMENT3POLXGY STATEMgWStx`y x4 VI. INVESTMENTS To invest the City's cash in such a manner so as to insure the absolute safety of principal and interest, to meet the liquidity needs of the City, and to achieve the highest possible yield. A. Cash Management Policy (M&C G-9552,March 12, 1992) Subject to approval by the City Manager and the Director of Finance, the City Treasurer is both authorized and required to promulgate a written Statement of Cash Management Rules and Regulations governing the City's cash management and investment activities (exclusive of the investment activities of the Employees' Retirement Fund), and to institute and administer such specific procedures and criteria as may be necessary to ensure compliance with the City's cash management policy. Specifically, this policy mandates the pursuit of the following overall goals and objectives: 1. All aspects of cash management operations shall be designed to ensure the absolute safety and integrity of the City's financial assets. 2. Cash management activities shall be conducted in full compliance with prevailing local, state and federal regulations. Furthermore, such activities shall be designed to adhere to guidelines and standards promulgated by such professional organizations as the American Institute of Certified Public Accountants (AICPA), the Governmental Accounting Standards Board (GASB) and the Government Finance Officers Association (GFOA). 3. Operating within appropriately-established administrative and procedural parameters, the City shall aggressively pursue optimum financial rewards, while simultaneously controlling its related expenditures. Therefore, cash management functions which engender interaction with outside financial intermediaries shall be conducted in the best financial and administrative interests of the City. In pursuit of these interests, the City will utilize competitive bidding practices wherever practicable, affording no special financial advantage to any individual or corporate member of the financial or investment community. Financial Management Policy Statements(Revised September 15,1998) Page 15 C-21 1"401,��,_� �'��`�I�ANG�IAI?`�M�A�TAGEIVIENT POLICY sS'�FAtwEM�N�S 3. The City shall not exceed a weighted average maturity of two years for the Consolidated Portfolio. The City shall strive to maintain this weighted average maturity by investing funds according to the following general maturity diversification guidelines: Maturity Cash 1 Year 2 Year 3 Year 4 Year 5 Year Day Range 0 1-365 365-730 730-1095 1095-1460 1460-1825 %Portfolio 10 28 14.25 14.25 14.25 14.25 There may be times when the City has more or less of its funds in any one maturity cell due to cash flow needs, prevailing market conditions, and other factors. The maturity diversification schedule serves as a general guideline for making investment decisions. In this way, the portfolio will be able to take advantage of rising interest rates by re-investing maturing securities at higher yields. In falling rate environments, it will profit from having investments that were made at higher interest rates. Following this discipline ensures that the City will always have sufficient cash available for daily needs, preserves its principal and never has too much money in any one maturity area, whether it be short-term or long. In this manner, the Consolidated Portfolio will earn a competitive yield without assuming unacceptable risk. C. Interest Earnings Interest earned from investments shall be distributed to the operating, internal service, and other City funds from which the money was provided, with the exception that interest earnings received on the investment of bond proceeds shall be attributed and allocated to those debt service funds responsible for paying the principal and interest due on the particular bond issue. D. Designated Investment Committee Upon Council adoption of the Cash Management Policy and the promulgation of the Statement of Cash Management Rules and Regulations, a Cash Management Task Force comprised of the Assistant City Manager over Finance, the Finance Department Director, the City Treasurer, the Deputy City Treasurer, and other City staff as deemed appropriate by the City Manager is established. This group will serve as the City's designated investment committee required under the State Financial Management Policy Statements(Revised September 15, 1998) Page 17 C-23 7 �4 CITY OF FORT WORTH - C Fr E y FINANCIAL rMA1AGEMENT POLICY STATEMENTS VII. INTERGOVERNMENTAL RELATIONS To coordinate efforts with other governmental agencies to achieve common policy objectives, share the cost of providing government services on an equitable basis, and support favorable legislation at the state and federal levels. A. Inter-local Cooperation in Delivering Services In order to promote the effective and efficient delivery of services, the City shall actively seek to work with other local jurisdictions in joint purchasing consortia, sharing facilities, sharing equitably the costs of service delivery, and developing joint programs to improve service to its citizens. B. Legislative Program The City shall cooperate with other jurisdictions to actively oppose any state or federal regulation or proposal that mandates additional City programs or services and does not provide the funding to implement them. Conversely, as appropriate, the City shall support legislative initiatives that provide more funds for priority local programs. C Financial Management Policy Statements(Revised September 15,1998) Page 19 C-25 � � .,„ 3� ��1\TANCIAL MA�N.R4,G�lVIEN'��POLICY ST`A'TEMENTS ., _ , VIII. 'GRANTS' To seek, apply for and effectively administer federal, state and foundation grants-in-aid that address the City's current priorities and policy objectives. A. Grant Guidelines The City shall apply, and facilitate the application by others, for only those grants that are consistent with the objectives and high priority needs previously identified by Council. The potential for incurring ongoing costs, to include the assumption of support for grant-funded positions from local revenues, will be considered prior to applying for a grant. B. Indirect Costs The City shall recover full indirect costs unless the funding agency does not permit it. The City may waive or reduce indirect costs if doing so will significantly increase the effectiveness of the grant. C. Grant Review All grant submittals shall be reviewed for their cash match requirements, their potential impact on the operating budget, and the extent to which they meet the City's policy objectives. Departments shall seek Council approval prior to submission of a grant application. Should time constraints under the grant program make this impossible, the department shall obtain approval to submit an application from the appropriate Assistant City Manager and then, at the earliest feasible time, seek formal Council approval. If there are cash match requirements, the source of funding shall be identified prior to application. An annual report on the status of grant programs and their effectiveness shall also be prepared. D. Grant Program Termination The City shall terminate grant-funded programs and associated positions when grant funds are no longer available unless alternate funding is identified. C Financial Management Policy Statements(Revised September 15,1998) Page 21 C-27 { CITY OVrok WORT-71I3 FINANCIAL 1VIAN'AOEIVNT POI, CY ST1�'I�EMENTS .rri 4 . . „ . _ . .., IX. ECONOMIC DEVELOPMENT To initiate, encourage and participate in economic development efforts to create job opportunities and strengthen the local economy. A. Positive Business Environment The City shall endeavor, through its regulatory and administrative functions, to provide a positive business environment in which local businesses can grow, flourish and create jobs. The City Council and City staff will be sensitive to the needs, concerns and issues facing local businesses. B. Commitment to Business Expansion, Diversification,and Job Creation The City shall encourage and participate in economic development efforts to expand Fort Worth's economy and tax base and to increase local employment. CI These efforts shall not only focus on newly developing areas but on inner city areas, the Central Business District, and other established sections of Fort Worth where development can generate additional jobs and other economic benefits. C. Tax Abatements The City shall follow a tax abatement policy (adopted December 8, 1992, M&C G- 9945, and last revised February 24, 1998, M&C G-12143) to encourage commercial growth and development throughout Fort Worth. The City shall use due caution in the analysis of any tax incentives used to encourage development. Factors considered in evaluating proposed abatements for development include the location of the project, its size, the number of temporary and permanent jobs created, the costs and benefits for the City and its impact on Fort Worth's economy. The City will annually review tax abatement contracts to ensure the community is receiving promised benefits, and the Council may seek to modify or re-negotiate an abatement contract if it is determined that the firm receiving the abatement has failed to keep its part of the agreement. D. Increase Non-residential Share of Tax Base The City's economic development program shall seek to expand the non- residential share of the tax base to decrease the tax burden on residential homeowners. Financial Management Policy Statements(Revised September 15,1998) Page 23 C-29 ` FINxAzNCIAL MANAGE�ENT POLICY S'�'A,T��VIENTS ` � W X. FISCAL MOiVITORING To prepare and present regular reports that analyze, evaluate and forecast the City's financial performance and economic condition. A. Financial Status and Performance Reports Monthly reports comparing expenditures and revenues to current budget, projecting expenditures and revenues through the end of the year, noting the status of fund balances to include dollar amounts and percentages, and outlining any remedial actions necessary to maintain the City's financial position shall be prepared for review by the City Manager and the Council. B. Five-year Forecast of Revenues and Expenditures A five-year forecast of revenues and expenditures, to include a discussion of major trends affecting the City's financial position, shall be prepared in anticipation of the annual budget process. The forecast shall also examine critical issues facing the City, economic conditions, and the outlook for the upcoming budget year. The document shall incorporate elements of the International City Management Association financial trend monitoring system to provide further insight into the City's financial position and to alert the Council to potential problem areas requiring attention. C. Quarterly Status Report on Capital Projects A summary report on the contracts awarded, capital projects completed and the status of the City's various capital programs will be prepared at least quarterly and presented to the City Manager and the Council. D. Compliance with Council Policy Statements The Financial Management Policy Statements will be reviewed annually by the Council and updated, revised or refined as deemed necessary. Policy statements adopted by the Council are guidelines, and occasionally, exceptions may be appropriate and required. However, exceptions to stated policies will be specifically identified, and the need for the exception will be documented and fully explained. Financial Management Policy Statements(Revised September 15,1998) Page 25 C-31 z - r XI. FINANCIAL CONSULTANTS To employ the assistance of qualified financial advisors and consultants as needed in the management and administration of the City's financial functions. These areas include but are not limited to investments, debt administration, financial accounting systems, program evaluation, and financial impact modeling. Advisors shall be selected using objective questionnaires and requests for qualifications/proposals based upon demonstrated expertise relative to the scope of work to be performed and appropriately competitive fees. C Financial Management Policy Statements(Revised September 15,1998) Page 27 C-33 CI;'TY -METOR 3WORY, FINANCIAL M NAGEI ENT POLICY STATEIYIEN'T .t. x,.0 r= s,.Rus4 _.- sr.:s. .,a.:.zy •. -s as r «r ix. v..:x —ir ,.. r - - . .. ......ai XII. ACCOUNTING;';AUDITING, AND FINANCIAL REPORTING To comply with prevailing local, state, and federal regulations, as well as current professional principles and practices relative to accounting, auditing, and financial reporting. A. Conformance to Accounting Principles The City's accounting practices and financial reporting shall conform to generally accepted accounting principles (GAAP) as promulgated by the Governmental Accounting Standards Board (GASB), the American Institute of Certified Public Accountants (AICPA), and the Government Finance Officers Association (GFOA). B. Popular Reporti g In addition to issuing a comprehensive annual financial report (CAFR) in conformity with GAAP, the City shall supplement its CAFR with a simpler, "popular" report designed to assist those citizens who need or desire a less detailed overview of the City's financial activities. This report should be issued no later than six months after the close of the fiscal year. C. Selection of Auditors Every five years, the City shall request proposals from all qualified firms, including the current auditors if their past performance has been satisfactory, and the City Council shall select an independent firm of certified public accountants to perform an annual audit of the books of account, records and transactions, certifying the financial statements of the City. Financial Management Policy Statements(Revised September 15,1998) Page 29 C-35 3 CITY OF FORT`WOR`I'H il# F ,14 {eke FINATCIAL T�VIANGEMENT POLICY STATEMENTS XIII. RETIREMENT SYSTEM To ensure that the Employees' Retirement Fund is adequately funded and operated for the exclusive benefit of the participants and their beneficiaries. A. Benefit Improvements The Board of Trustees of the Employees' Retirement Fund shall certify to the City Council the actuarial impact of any proposed benefit improvements or changes in contribution levels. The Council will assure that sufficient funding will be available to pay for the liabilities created by benefit improvements and other plan changes. Improvements should generally be designed to benefit the membership of the Retirement System as a whole. B. Qualified Plan The City will maintain the qualified status of the Retirement System. As deemed necessary from time to time, the City will request a "determination letter" from the IRS relative to whether or not the City's retirement system conforms to the Internal Revenue Code in order to assure the tax-exempt status of the income earned on the Retirement Fund's investments, the retiree pension payments and the accrued benefits for active employees. Financial Management Policy Statements(Revised September 15,1998) Page 31 C-37 5 CYTY OF FORT WQRTH C _ FYNAN7I3AL MANAGE1ViENT POLICY S'T'ATEMENTS XIV. INTERNAL CONTROLS To establish and maintain an internal control structure designed to provide reasonable assurance that City assets are safeguarded and that the possibilities for material errors in the City's financial records are minimized. A. Proper Authorizations Procedures shall be designed, implemented and maintained to ensure that financial transactions and activities are properly reviewed and authorized. B. Separation of Duties Job duties will be adequately separated to reduce to an acceptable level the opportunities for any person to be in a position to both perpetrate and conceal errors or irregularities in the normal course of assigned duties. C. Proper Recording Procedures shall be developed and maintained that will ensure financial transactions and events are properly recorded and that all financial reports may be relied upon as accurate, complete and up-to-date. D. Access to Assets and Records Procedures shall be designed and maintained to ensure that adequate safeguards exist over the access to and use of financial assets and records. E. Independent Checks Independent checks and audits will be made on staff performance to ensure compliance with established procedures and proper valuation of recorded amounts. F. Costs and Benefits Internal control systems and procedures must have an apparent benefit in terms C of reducing and/or preventing losses. The cost of implementing and maintaining any control system should be evaluated against the expected benefits to be derived from that system. Financial Management Policy Statements(Revised September 15,1998) Page 33 D-3 BUDGET FORMAT The FY1998-99 Adopted Budget Document for the City of Fort Worth provides historical, present, and future comparisons of revenues and expenditures; adopted allocations of resources - both fiscal and personnel; and descriptions of the anticipated annual accomplishments of City programs. Operating budgets are divided into several different funds. First, activities supported by tax dollars are included in the General Fund. Enterprise Funds are those that are funded on a fee-for-service basis such as the Water and Sewer Fund. Services that are provided internally by City departments for City departments on a fee-for-service basis, such as the Print Shop, are specified as Internal Service Funds. Finally, Special Funds are financial accounts for special revenue sources. An example is the Health and Life Insurance Fund that administers revenue collected in the form of insurance premiums. Each of these fund types is included in the City of Fort Worth Adopted Budget. The Budget Document itself is divided into several sections. The first section contains an overview of the City's budget through the budget message and the budget synopsis. Summaries of total revenues and expenditures, as well as information on the tax base and rate are included. This section also describes personnel resources by department. Finally, a proposed calendar for Adopted Budget consideration is included. Overall, the City of Fort Worth has concentrated on the three goals of strong neighborhoods, a sound economy, and a safe community. These categories are interrelated and all departments strive toward the achievement of these goals. The Budget Document categorizes all tax-supported City services into these broad goals by each department's primary focus. Strong Neighborhoods are areas where all people can enjoy living, playing, and raising their families. A livable, vibrant, and desirable Fort Worth is the result of a collection of strong neighborhoods. It also encompasses a sense of pride, vision, identity, security, unity, and respect for the diversity of citizens and their views. The following departments are included in this section: • Housing • Human Relations Commission • Planning & Growth Management • Parks & Community Services • Zoo • Library A Sound Economy is an environment that provides the necessary resources, which will result in the enhancement of the quality of life for the entire community. The following departments are included in this section: • Development • Employment and Training C • Transportation and Public Works 0 Public Events and Facilities D-5 responsibilities and consolidation of departmental expenditures and staff levels. These resource allocations are provided for FY1996-97actuals (audited), FY1997-98 Adopted Budget, and the FY1998-99 Adopted Budget. Expenditures are broken out into four cost categories: personal services, supplies, contractual services, and capital outlays; and when appropriate, debt service costs are also provided. The major policy issues faced in each organizational unit, both those funded and included in the Adopted Budget, as well as those still unfinanced, are described. The significant budget changes page provides a summary of major departmental expenditures and personnel changes from the FY1997-98 Adopted Budget to the FY1998-99 Adopted Budget. The departmental objectives and measures page explains the annual departmental objectives and provides program measures. The departmental summary by center form provides a summary of each departmental center's past, present, and future expenditure and personnel allocations. The departmental grant summary pages provide information on grants programs and the level of funds allocated for each program. The Budget Document is color-coded to allow the reader to reference specific pages more easily. The City Manager's Message and all other descriptive pages in the, introductory section are printed on white unless otherwise noted in the following color coding chart. This chart indicates the page color for each type of recurring page in this document. PAGE TITLE PAGE COLOR r Pie Charts White Fund Statements Ivory Fund Summary Gray Comparison of Expenditures Yellow Comparison of Revenues Tan Departmental Budget Summary White Significant Budget Changes Green Policy Issues Gray Departmental Objectives and Measures Gray Departmental Summary by Center Blue Summary of Grant Programs White Departmental Grant Summary Pink Finally, a glossary is included in the last section to assist the reader with unfamiliar terminology. C D-7 BUDGET PROCEDURE AND PHILOSOPHY The Fort Worth City Charter provides that on or before the fifteenth day of August each year, the City Manager must submit to the City Council a proposed budget that provides a complete financial plan for all City funds and activities for the ensuing year. With this requirement in mind, a budget schedule is established each year to enable the City Manager and his or her staff to prepare a proposed budget that will meet all provisions of the City Charter, and at the same time provide the City Council with a thorough, informative description of the level of municipal services being proposed and their costs. The budget prepared by the City staff includes proposed allocation levels for the next fiscal year and a projection of expenditures and revenues for the subsequent fiscal year. The City Council utilizes information provided in this proposed budget to facilitate its decision-making process and to aid it in charting a course of action for the approaching fiscal year. The City prepares a biennial budget, which not only reduces the amount of time involved in preparing the budget.for the second year in the budget cycle, it also allows department personnel to shift their focus away from the task of budgeting, and towards more rewarding activity related to the primary goals and purposes of their departments. In addition, a biennial budget encourages long-term planning and allows for easier transitions when program reductions and additions are necessary. As a preview to consideration of the proposed budget, the City Council is presented with the City's Long-Range Financial Forecast. This document, which provides a projection of expenditures and revenues for the upcoming five years, gives the Council a big-picture framework and long-term context in which to make annual budget decisions. The forecast also serves to prepare the Council for any anticipated discrepancies between projected revenues and expenditures in future years. The forecast also reviews alternative financing strategies for Council to consider in balancing future budgets. The first step in the annual budget preparation process takes place in mid-March when departments receive instructions and forms on which to submit their budgets, and the budget files on the mainframe computer are opened up to the departments to input their requests. Departments prepare base budget requests to continue high priority current services within a specified target figure. Any new programs that the department wants considered for funding are submitted as improvement decision packages. These improvement requests are submitted in one prioritized list. The consequences of the failure to fund these items must also be provided. A departmental budget request is comprised of a line-item expenditure request that is supplemented with detailed justification. All requests for funding must be related to specific program needs and must be measurable in terms of effectiveness and/or indicators. This phase referred to as departmental request, lasts until mid-April, when the budget files are closed and departments are required to submit their requests for the next fiscal year. The next phase of the budget process begins with the budget staff visiting with their assigned departments and carefully reviewing their requests, making adjustments as deemed appropriate. Throughout the spring and summer, the City Manager and City staff discuss the development of the budget with the Council and begin to elicit policy direction from the Council which further frames the proposed budget. D-9 unencumbered appropriation balance among programs within a department, division, or section upon compliance with such conditions as City Council may establish by ordinance. Upon written request by the City Manager, the City Council may, by ordinance, transfer part or all of any unencumbered appropriation balance from one department to another. If at any time during the fiscal year the City Manager certifies that there are revenues in excess of those estimated in the budget that are available for appropriation, the City Council, by ordinance, may make supplemental appropriations for the year up to the amount of the excess. The City of Fort Worth's budget process has evolved into . a highly sophisticated and comprehensive system. This budget system combines elements of line-item, performance, program, and zero-based budgeting. In other words, departments submit budgets that identify planned expenditures by line-item. In addition, performance measures have been developed in an effort to link resources with desired and actual outcomes. The budget is broken down into program sections so that the cost of any given City program can easily be identified. Finally, all improvements or program enhancements are developed through zero-based budgeting. The costs of a new program are identified along with intended outcomes; but, consequences of not funding a new program are also developed in order to determine if the improvement is justified. Program enhancements are prioritized City-wide in order to dedicate the City's limited resources as effectively as possible. Refinements and modifications are made to the process each year so that Fort Worth will always maintain a state of the art budget system. j D-11 Budget Calendar For 1998-99 Budget Preparation Process January 1998 9 The detailed budget request (DBR) and detailed salary schedule (DSS) are initialized by Information Systems & Services. Budget Office will work with Information Systems and Services to make necessary corrections to the budget files. 12-16 Budget Staff prepares expenditures and revenue re- estimates for December Financial Report. February 1998 9-13 Budget Staff prepares expenditures and revenues re- estimates for January Financial Report. March 1998 �. 9-13 Budget Staff prepares expenditures and revenue re- estimates for February Financial Report. 9-13 If necessary, preliminary meetings will be held with City Manager's Office, Department Heads and Budget Office. 10 State of the City and Long-range Financial Forecast is submitted to Council. 16 The Budget Instructions Manual, Request Memo, Budget Calendar and copies of DBR and DSS are distributed to departments 16 Information Systems and Services will open the budget maintenance files (DBR & DSS) which will allow departments an opportunity to update and input their changes. The budget analysts will be available to assist departments as they began to input information. April 1998 7 Staff presents Crime Control and Prevention District (CCPD) proposed budget to City Council. Any changes desired by Council are made. S D-13 17 CCPD Board votes on approval of CCPD budget. 23 CCPD Budget submitted to the City Council July 1998 7 City Council holds public hearing on CCPD budget. 13-17 Budget Staff prepares expenditures and revenue re- estimates for the June Financial Report. 20 Proposed Budget is submitted to the Print Shop. Decision Packages are submitted to the Print Shop. 21 City Council approves CCPD budget. August 1998 10-14 Budget Staff prepares expenditure and revenue re- estimates for the July Financial Report. 11 Proposed Budget, Citizen's Guide and Decision Packages are presented to the City Council. First Reading of the Appropriations and Tax Levy ordinances. Public hearings held at each City Council Meeting until the budget is adopted. 13 Budget Study Sessions begin and continue every Tuesday and Thursday through 9/8/98. 27 Public Hearing on the proposed tax rate. City must post and publish a "Notice of Public Hearing On Tax Increase" before the public hearing on tax rate. September 1998 8 Budget is adopted by City Council; tax rate is set. Appropriation ordinance and tax levy ordinance are approved. The City Council must meet to vote on the tax rate no less than three and no more than fourteen days after public hearing. After Final appropriation ordinance is published in the Fort 10 Worth Star Telegram. CTarrant County is notified of the adopted tax rate. 14-18 Budget Staff prepares expenditures and revenue for the August Financial Report. D-15 J PROFILE OF THE CITY OF FORT WORTH \ LOCATION AND HISTORY Fort Worth, seat of Tarrant County, Texas is located in Tarrant and Denton Counties in North Central Texas at 97° 55' west longitude and 32° 36' north latitude. Situated on the Trinity River, Fort Worth is approximately 75 miles south of the Oklahoma state line and 270 miles north of the Gulf of Mexico. Fort Worth was established as a frontier army post in 1849 by Major Ripley Arnold and named for General William Jenkins Worth, who distinguished himself in the War with Mexico. The outpost became a stopping place on the famous Old Chisholm Trail and a shipping point for the great herds of Longhorn cattle being driven to northern markets. Progressive city leadership brought the first of nine railroads to Fort Worth in 1876 and with the subsequent West Texas oil boom, guided the city into a metropolitan county of more than a million people. Fort Worth was a blending of cattle, oil, finance and manufacturing, and since World War II has become an aerospace, education, transportation and industrial center in the South and Southwest. GOVERNMENT Fort Worth operates under the Council-Manager form of Municipal Government. A Mayor chosen at-large by popular vote and an eight-member, single-district council is elected to two-year terms. In turn, the Mayor and City Council appoint the City Manager who is the Chief Administrative and Executive Officer. The City Council is also responsible for the appointment of the City Attorney, Municipal Judges, City Secretary and the City Auditor. AREA AND POPULATION The Fort Worth metropolitan area continues to be ranked as one of the fastest growing areas of the top 50 metropolitan areas as reported by the Sales and Marketing Management, Metro Market Projections. As of January 1, 1985, the Dallas-Fort Worth Standard Metropolitan Statistical Area ("SMSA") was split into two separate areas: the Fort Worth-Arlington Primary Metropolitan Statistical Area ("PMSA") and the Dallas PMSA. The Fort Worth-Arlington PMSA now includes Johnson, Parker and Tarrant Counties. The Dallas-Fort Worth SMSA, previously included the following counties in addition to those now in the Fort Worth-Arlington PMSA: Collin, Dallas, Denton, Ellis, Hood, Kaufman, Rockwall and Wise. Fort Worth's population in 1980 was 385,164. Tarrant County's population in 1980 was 861,837, representing a 20% increase since 1970. The 19.90 Census population for Tarrant County was 1,170,103, representing a 36% increase since 1980. The 1998 estimated City population is 490,000 and the estimated County population is 1,279,700. TRANSPORTATION Thirty-seven scheduled carriers provide 2,263 aircraft operations per day at the Dallas-Fort Worth International Airport located just twenty-four minutes driving time from downtown Fort Worth. This major international airport is governed jointly by the Cities of Dallas and Fort Worth, and is now considered the third busiest airport in the world. Meacham International Airport, a Fort Worth municipally owned and operated general aviation airport, logs over 420,000 take-offs and landings annually at its all-weather facilities. Construction began in early 1986 on Fort Worth Spinks Airport, a general aviation airport located in the D-17 MILITARY Carswell Air Force Base closed as an active air force facility in September of 1993. In October of 1994 the base was renamed NAS Fort Worth, Joint Reserve Base, Carswell Field. Now that all of the units have been transferred here from NAS Dallas, Glenview NAS, Detroit, and Memphis, there are 4,000 full-time jobs and 7,500 reservists utilizing the facilities. Approximately $130 million of construction, remodeling and renovation was invested over the transition period. There are 109 various aircraft flying out of NAS Fort Worth. The BX Mart continues to operate the base exchange store and the grocery store for the benefit of active duty military and retired military in the metroplex. The golf course is now under lease to the Carswell Redevelopment Authority and is operated as a public use facility. The Justice Department has established a Federal Medical Center in the area around the old base hospital. The facility is for female Federal inmates and employs 300 personnel. THE ECONOMY The Fort Worth economy is becoming increasingly more diversified. Once heavily dependent upon contracts from the U.S. Department of Defense, Fort Worth is building a strong reputation as the leading city for national and international product distribution facilities. Furthermore, high-tech manufacturing is growing as various corporations seize on opportunities provided by Fort Worth's skilled labor force. Three factors make Fort Worth an attractive city for distribution and logistics. First, it is an excellent geographic location at the center of North America. Second, it has an abundant supply of air, rail and ground transportation. Finally, being located in the central time zone allows business representatives to save time traveling to and from both U.S. coasts. Companies such as Nestles Foods, Patterson Dental, Valmont Electric, Roadway Packaging, Dillard's, Albertson's, Winn Dixie, Williamson-Dickie, General Motors, Riddell, Coors and Coca Cola operate distribution facilities in Fort Worth. Since 1993, Nokia, Zenith, and Haggar Clothing have constructed and are now operating distribution centers in the City. In 1997 Federal Express completed construction of a new package sorting hub at Fort Worth's Alliance Airport, adding 550 jobs to the local economy and expects to add another 200 jobs by the end of 1998. Additionally, J.C. Penney is building a 400,000 .square foot distribution center, representing a $140 million investment that will ultimately employ 400 people. The facility is expected to open in the 3rd quarter of 1999. The availability of a skilled labor force has made Fort Worth an attractive city for manufacturers of high-tech.products. AST Computers has consolidated its desktop computer manufacturing and computer repair service to Fort Worth. In April of 1995, Motorola began operations in a new 300,000 square foot manufacturing facility for its new Global Paging Infrastructure Division ("GPID"). This division joins the company's expanding cellular operations on Motorola's 100-acre campus. Employment at Motorola is expected to grow to 2,500 in the next five years. Nokia, manufacturer of cellular phones, is operating its $57 million manufacturing facility which employs over 1,500 persons. Additionally, in late 1996, Intel Corporation announced plans to build a microchip fabrication plant that should be operational by early 2002 and should employ over 1,000 employees. Employment data from 1998 substantiates Fort Worth's strengthening economy. Due to a net job growth of approximately 9,000, the unemployment rate has dropped to its lowest point in sixteen years. Since 1993, the number of persons employed in Fort Worth has grown by over 33,000