HomeMy WebLinkAboutContract 51601 CITY SECRETARY
` CQNTRACT N0. 51 I
§ Agreement for the Collection of Special Assessments
COUNTY OFTARRANT §
Agreement made this day of t-, 2018, by and between the Tarrant County Tax
Assessor/Collector,hereinafter referred to as"ASS SOR/COLLECTOR,"and Tarrant County,hereinafter referred to
as the"COUNTY,"both of whom are addressed at 100 East Weatherford Street,Fort Worth,Texas 76196-0301,and the
City of Fort Worth Pu�#ie s,hereinafter referred to as"City of Fort Worth Pithier t
DfstrieW'whose address is 200 Texas Street,Fort Worth,TX 76102.
PURPOSE OFAGREEMENT
The purpose of this Agreement is to state the terms and conditions under which the ASSESSOR/COLLECTOR will
provide assessment and collection services of special assessments levied by the City of Fort Worth Ru�r^"P
S4ffftiM,in accordance with Chapter 372 of the Texas Local Government Code(the"Assessments").
NOW THEREFORE,in consideration of the mutual promises herein contained,the parties hereto agree as follows:
I.
SERVICES TO BE PERFORMED
The ASSESSOR/COLLECTOR agrees to bill and collect the assessments due and owing on property upon which the City
of Fort Worth s has imposed said assessments. The ASSESSOR/COLLECTOR shall perform
the said services in the same manner and fashion as Tarrant County collects its own taxes due and owing on taxable
property. The services performed are as follows: receiving the Certified Appraisal Roll from the appropriate Appraisal
District and monthly changes thereto;providing mortgage companies,property owners and tax representatives assessment
roll and payment data;providing all necessary Assessments and Truth in Taxation calculations as required;the transmittal
of assessment statements via the U.S.Mail or electronic transfer of data;and payment processing. All City of Fort Worth
rpraremwmLDistriets disbursements,made by check or by electronic transfer(ACH), for collected tax accounts
will be made to the City of Fort Worth P r�t Di is on the day the COUNTY Depository Bank indicates
the mandatory assigned"float"period has elapsed and the funds are posted to the collected balance.If any daily collection
total is less than one hundred dollars ($100.00), the disbursement may be withheld until the cumulative total of taxes
collected for the City of Fort Worth equals at least one hundred dollars($100.00),or at the
close of the month.
II.
REPORTS
The ASSESSOR/COLLECTOR will provide the City of Fort Worth the following reports
via internet access:
Daily: Entity Distribution Report
Monthly: Tax Roll Summary
Year-to-Date Summary Report Part A,B and C
�� Detail Collection Summary Report
a Distribution Summary
Detail Collection Summary By Year
� 5 15lyij�M Entity Revenue and Expense Reports—as required by Property Tax Code Sec 3 1.10'tel, Annual: Certified Tax Roll
The following weekly reports are available upon request only and provided via email:
Weekly: Detail Collection Summary Report
Detail Collection Summary By Year
OFFICIAL RECORD
CITY SECRETARY
FT.WORTH,TX
XII.
COMPENSATION
Inconsideration of the services to be performed by the ASSESSOR/COLLECTOR,compensation for the services rendered
is a rate of ninety-eight cents($0.98)per account located within Tarrant County,and two-dollars and sixty cents($2.60)
per account located outside Tarrant County. The number of accounts will be based on the July 25 billing roll certified to
the ASSESSOR/COLLECTOR,net of subsequent account additions and deletions made by the Appraisal District. The
ASSESSOR/COLLECTOR will invoice for all these accounts by January 31,2019 with payment to be received from the
City of Fort Worth P is by February 28,2019.
The scope of services identified in this contract does not include the administration of a rollback election. In the event of
a successful rollback election,these costs incurred by the Tarrant County Tax Office will be separately identified,billed,
and paid by the entity.
IV.
A UDITS
The ASSESSOR/COLLECTOR will provide to the City of Fort Worth cts auditor necessary
explanations of all reports and access to ASSESSOR/COLLECTOR in-house tax system computer terminals to assist the
City of Fort Worth P,,,.,;^�P,.,P„* � auditor in verifying audit samples of the financial data previously
provided by the ASSESSOR/COLLECTOR during the past audit period. Additional support for entity verification or
entity auditor verification is not a part of this contract. Each request for support will be reviewed individually. Costs for
providing audit support will be determined by the ASSESSOR/COLLECTOR and will be charged to and must be paid by
the City of Fort Worth s
V.
TAX RATE REQUIREMENT
The City of Fort Worth P s will provide the ASSESSOR/COLLECTOR copies of the
resolution,ordinance,or order signed by the governing body adopting the City of Fort Worth t
Distrtets's current assessment rates and exemption schedules to be applied for assessing purposes along with a copy
of the rate calculation worksheets,if applicable,by Friday,September 14,2018. Under authority of Section 31.01(h)
of the Property Tax Code, any additional cost of printing and mailing tax statements because of late reporting of the
assessment rates or the exemption schedules will be charged to and must be paid by the City of Fort Worth Rubli^
Any additional cost or expense requiring recalculation or rebilling due to an inaccurate or
erroneous tax rate provided by City of Fort Worth Public Improvement Districts will be paid by City of Fort Worth
s.
Publir—
The assessment rates and the exemption schedules,if any,for each of the last five(5)years in which an assessment was
levied, or all prior years where there remains delinquent assessments, must be furnished in writing to the
ASSESSOR/COLLECTOR at the time of the initial contract.
VI.
COMPLIANCE WITHAPPLICABLE
STATUTES,ORDINANCES,AND REGULATIONS
In performing the services required under this Agreement,the ASSESSOR/COLLECTOR shall comply with all applicable
federal and state statutes, final Court orders and Comptroller regulations. If such compliance is impossible for reasons
beyond its control,the ASSESSOR/COLLECTOR shall immediately notify the City of Fort Worth R bl;z_ oovem=nt
IItMICts of that fact and the reasons therefore.
VII.
DEPOSIT OF FUNDS
All funds collected by the ASSESSOR/COLLECTOR in the performance of the services stated herein for the City of Fort
Worth is shall be promptly transferred to the account of the City of Fort Worth Folic—
jgj�_ crri at the District's depository bank. All payments to entities will be made electronically either by the
automated clearing house (ACH) or wire transfer. Wire transferred funds will incur an additional fee, which will be
charged back to the City ofFort Worth P and deducted from those collected funds. The transfer
fees charged will be the same fees charged to the COUNTY by its bank depository. If the City of Fort Worth R*Kc
st cts desires its tax disbursements to be made by wire transfer the ASSESSOR/COLLECTOR has no
liability for the funds after initiation of the wire transfer of the City of Fort Worth s funds
from the COUNTY Depository to the City of Fort Worth ' 's designated depository.
ASSESSOR/COLLECTOR has the authority to temporarily suspend payments to City of Fort Worth
I)Wriets-4ue to unforeseen or unanticipated circumstances.
VIII.
INVESTMENT OF FUNDS
The City of Fort Worth is hereby agrees that the COUNTY,acting through the County Auditor,
may invest collected assessment funds of the City of Fort Worth s during the period between
collection and payment. The COUNTY agrees that it will invest such funds in compliance with the Public Funds
Investment Act. The COUNTY further agrees that it will pay to the City of Fort Worth is all
interest or other earnings attributable to taxes owed to the City of Fort Worth Publies 4np Pis#i . All parties
agree that this Agreement will not be construed to lengthen the time period during which the COUNTY or the
ASSESSOR/COLLECTOR may hold such funds before payment to the City of Fort Worth P emen .
IX.
REFUNDS
Refunds will be made by the ASSESSOR/COLLECTOR except as set forth herein. The ASSESSOR/COLLECTOR will
advise the City of Fort Worth P is of changes in the assessment rolls which were mandated by
the appropriate Appraisal District.
The ASSESSOR/COLLECTOR will not make refunds on prior year paid accounts unless the prior year paid accounts for
the past five(5)years are provided to the ASSESSOR/COLLECTOR.
If the amount of refunds processed for City of Fort Worth exceeds collections for City of
Fort Worth ,City of Fort Worth will be placed in a negative
status and no distributions made to City of Fort Worth Pa ��^+s until collections exceed the negative
balance.
All refunds of overpayments or erroneous payments due,but not requested,and as described in Section 31.11 of the Texas
Property Tax Code, will after three (3) years from the date of payment, be proportionately disbursed to those entities
contracting with the ASSESSOR/COLLECTOR. The contract must have been in force,actual assessment and collection
functions begun and the tax account was at the time of the over or erroneous payment within the City of Fort Worth Pab ie—
' jurisdiction. The proportional share is based upon the City of Fort Worth PabUc-LmprovemEnt
Distfi s percent of the tax account's total levy assessed at the time of receipt of the over or erroneous payment.
In the event any lawsuit regarding the collection of assessments provided for in this agreement to which the City of Fort
Worth Pu o cts is a party, is settled or a final judgment rendered, and which final judgment is not
appealed,and the terms of such settlement agreement or final judgment require that a refund be issued by the City of Fort
Worth s to the taxpayer,such refund shall be made by ASSESSOR/COLLECTOR by debiting
funds collected by the ASSESSOR/COLLECTOR on behalf of the City of Fort Worth pec Tm__ n�Pnr Disb W and
remitting such refund to the taxpayer in conformity with the terms of the settlement agreement or final judgment.
X.
DELINQUENT COLLECTIONS
The ASSESSOR/COLLECTOR will assess and collect the collection fee pursuant to Sections, 33.07, 33.08, 33.11 and
33.48 of the Property Tax Code, when allowed. The ASSESSOR/COLLECTOR will collect attorney fees that are
specified by the City of Fort Worth icts through written agreement with a delinquent collection
Attorney. The ASSESSOR/COLLECTOR will disburse the amount directly to the City of Fort Worth RuW1 1mpmuemPrL
Histr[ffs for compensation to a firm under contract to the City.
If the delinquent collection Attorney contracted by the City of Fort Worth P requires
attendance of ASSESSOR/COLLECTOR personnel at a court other than the District Courts in downtown Fort Worth,and
the COUNTY is not a party,the employee's expenses and proportionate salary will be the responsibility of the City of Fort
Worth and will be added to the collection expenses and charged to the City of Fort Worth
The ASSESSOR/COLLECTOR will not be responsible for the collection of prior year delinquent accounts unless all
delinquent accounts information is provided to the ASSESSOR/COLLECTOR.
TERM OF AGREEMENT
This Agreement shall become effective as of the date hereinabove set out,and shall continue in effect during the 2018 tax
year,unless sooner terminated by providing sixty(60)day written notice,as outlined in paragraph XII.
XII
NOTICES
Any notices to be given hereunder by either party to the other may be effected by e-mail,or in writing,either by personal
delivery or by mail,registered or certified,postage prepaid with return receipt requested. Mailed notices shall be addressed
to the address of the parties as they appear in the introductory paragraph of this Agreement, but each party may change
this address by notice in accordance with this paragraph.
XIII.
MISCELLANEOUS PROVISIONS
This instrument hereto contains the entire Agreement between the parties relating to the rights herein granted and
obligations herein assumed. Any oral representations or modifications concerning this instrument shall be of no force or
effect.
This Agreement shall be construed under and in accordance with the laws of the State of Texas,and all obligations of the
parties created hereunder are performable in Tarrant County,Texas.
This Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective legal representatives
and successors.
In case any one or more of the provisions contained in this Agreement shall for any reason be held to be invalid,illegal,or
unenforceable in any respect, such invalidity, illegality, or enforceability shall not affect any other provision hereof and
this Agreement shall be construed as if such invalid,illegal,or unenforceable provisions had never been contained.
This Agreement and the attachments hereto constitutes the sole and only agreement of the parties hereto and supersedes
any prior understandings or written or oral agreements between the parties respecting the within subject matter.
Executed on the day and year first above written,Tarrant County,Texas.
BY. / X • O L
RON WRIGHT, DATE
TAX ASSESSOR/COLLECTOR
TARRANT COUNTY APPROVED AS TO FORM AfgD LEGALITY:
FOR THE_CITY OF FO T WORTH P S:
BY, r Assista>rtC Att ey
D4
TIT 551 t .aMgJltf/ I �`,w,,�� ..
FOR TARRANT COUNTY.
BY' lt ��6 iaot8 aryJ. K r, i S ie ry
B. GLEN WHITLEY DATE $ �`
TARRANT COUNTYJUDGE
N =m
APPROVED
BY.• E
C IMINAL DISTRICTATTORNEY'S OFFICE*DATE
*By law,the Criminal District Attorney's Office may only approve contracts for its clients. We reviewed this document as to form from our client's
legal perspective. Other parties may not rely on this approval.Instead those parties should seek contract review from independent counsel.
OFFICIAL RECORD
CITY SECRETARY
FY WORTH,TX