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HomeMy WebLinkAboutResolution 5217-05-2020 A Resolution NO. 5217-05-2020 APPROVING AN AMENDED BUDGET AND FIVE-YEAR SERVICE PLAN FOR FORT WORTH PUBLIC IMPROVEMENT DISTRICT NO. 6 (PARK GLEN PID) FOR FISCAL YEAR 2019-2020 WHEREAS, pursuant to Resolution No. 2456, the City Council reestablished the Fort Worth Public Improvement District No. 6 (the "Park Glen PID") on September 29, 1998; WHEREAS, in accordance with Chapter 372 of the Texas Local Government Code, on August 27, 2019, the City Council approved a budget for the 2019-2020 fiscal year and a five-year service plan for the Park Glen PID pursuant to M&C 19-0099; WHEREAS, pursuant to City Secretary Contract No. 52906, the City has contracted with FirstService Residential Texas PID, LLC, ("FirstService") to manage the day-to-day administration of the Park Glen PID for the 2019-2020 fiscal year; WHEREAS, in accordance with Section 372.013(a) of the Texas Local Government Code, the City has assigned to FirstService the responsibility for preparing the annual budget and five-year service plan for the Park Glen PID; WHEREAS, in accordance with the City's Policy and Guidelines for Public Improvement Districts ("PIDs"), adopted by the City Council pursuant to Resolution No. 4905-02-2018, City staff annually conducts mid-year reviews of all PID budgets to ensure that actual PID expenditures correspond with budgeted expenses;and WHEREAS, in consultation with FirstService regarding actual PID expenditures and necessary programs and services required to date, City staff recommends that the City Council approve an amended budget for the Park Glen PID for the 2019-2020 fiscal year. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF FORT WORTH, TEXAS THAT: 1. The Budget and Five Year Service Plan for the Park Glen PID is hereby amended and approved for the remainder of the 2019-2020 fiscal year in accordance with Exhibit"A", which is attached hereto. 2 This Resolution shall take effect immediately following its adoption. Adopted this 5th day of May 2020. O� FART ATTEST: ��•' :� 0 By: Mary J. K er . ity Secretary �XAS. EXHIBIT A City of Fort Worth Five Year Service Plan Public Improvement District No. 6-Fort Worth Mid-Year Revision FY19120 FY20121 FY21122 FY22123 FY23124 REVENUES PID Assessments $1,606,226 $1,606,226 $1,606,226 $1,606,226 $1,606,226 COFW Payment in lieu of Services 199,556 199,556 199,556 199,556 199,556 Budget Revenues $1,805,782 $1,805,782 $1,805,782 $1,805,782 $1,805,782 Use of Fund Balance 419,000 Total Revenues $2,224,782 $1,805,782 $1,805,782 $1,805,782 $1,805,782 EXPENSES Management Fee 127,924 127,924 127,924 127,924 127,924 Utilities 193,000 193,000 193,000 193,000 193,000 Landscaping 784,500 722,987 722,987 722,987 722,987 Common Area Maintenance 512,023 200,000 200,000 200,000 200,000 Holiday Decoration 22,832 22,832 22,832 22,832 22,832 Security Enhancements 183,985 183,985 183,985 183,985 183,985 Communications 22,500 6,909 6,909 6,909 6,909 Public Ewnts 32,300 32,300 32,300 32,300 32,300 Capitallmprowments 261,000 240,447 240,447 240,447 240,447 Insurance 36,502 34,182 34,182 34,182 34,182 Annual Reuew 12,100 5,100 5,100 5,100 5,100 City Administratiw Fee 36,116 36,116 36,116 36,116 36,116 Budget Expenses 2,224,782 1,805,782 1,805,782 1,805,782 1,805,782 Contribution to Fund Balance - - - - - Total Expenses $2,224,782 $1,805,782 $1,805,782 $1,805,782 $1,805,782 Cl N co O O a o N �` M O O O � J r O O N ti MN CO � PIO In In ti ti ti d7 .— r In In CO N • Cl) O CD _ ti lA CO b9 Cl) Cl) (D CD O ti co N CO - ' I-- CD ,O O 0) +0') M CD � b9 69 (I b9 coO O G O Ln ti 1` EtT to L (D m G •a E � ' VO O •c c a ONOO CD O0lL d Ix Ix v 0 N • N CO m M N N M co ' CO N CO b4 CV CV • CfT EA c Cc _ O O U O O O O viH �~ c ~ u) Q N LL N c0 j m C . � `C O d 0 O a u Q N Y ch d , u to C ' 0 a 00 v, LL a to �L O D N • LLO LLO cO0 (OD M C7 O O C c c m > > > LL u. ti LL > B m a • c C C C '� (p >, Cq • r t t t v, m m IL L) E f m m m m °�c a m m f° ° aci c U U U U a a;c ) p co lL E O E en o $ ° c a o oo 0 Coo aaiia'L L Li = U771 a o CY O C N O '0 3 O O O O O O O O O O m C1 r N O O O O O O O O O O r O J r r O O O co O CD ` CD O O O O O O CDr CD (� LT p to N r r ch � LL O O O O O O O O co co LL W W .- r N N m N (D M o a Cp N O h O M O O CDLO O F O O CIA Ca O O (D (D O N LO O M O M O co LO 4 (� 00 00 (D ; Ln q- r (D 00 H9 00 ■� (f? 69 L b9 m 0 •� a E v m c c 0 rn o m O C C3 m O (� Ln co OD M ti 69 ti (D • b9 H4 00 a N O N O Occ ch O cF- c .- n An cC H 0' U) W U) m O (D L O O r. 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C � a LL u v v Ln Ln O O N Ln Ln l0 Ln N fn lV I� O lD N N a n O lD If, r4 r� N1 lD M a) 00 00 y t0 M m W Ln lD 4 N a) O M m O M M I- m N N a1 l l0 IPf z 00 aJ m lD lD 00 m O 00 N Il �* lD O N O I, �* 3 Ln Ln lD O Ln Il lD 00 00 N M 7 Il lD 00 M r-I M M -Ln N t -Ln -Ln al -Ln -Ln -Ln -Ln a -Ln -Ln -Ln -Ln -Ln -tn N U aJ aJ 7 `U la ` U O Q aJ U cu > C 7 L C V1 CY, m to LLI L L m C =3 Ili C Lr, -d > a) � a, ca cu v v U M v ar m CU C x- � O ar, m C X U O_ m p 0' a1 W C a, co O a1 W w W - L LL W ,-� m LL a � LL � in � d4 LL to of O a) r O N u a! � X O cu O C v� m +� "' a, m a X 4, 1-4 m � t C 4J L a. 0 Ln m O a N m L LL , O �, a, y C �p al IZ l"I aJ L > of O r •u a mm OC aL +" °c City of Fort Worth Five Year Service Plan Public Improvement District No.6-Fort Worth Mid-Year Revision FY19/20 FY20/21 FY21/22 FY22/23 FY23/24 REVENUES PID Assessments $1,606,226 $1,606,226 $1,606,226 $1,606,226 $1,606,226 COFW Payment in lieu of Services 199,556 199,556 199,556 199,556 199,556 Budget Revenues $1,805,782 $1,805,782 $1,805,782 $1,805,782 $1,805,782 Use of Fund Balance 419,000 Total Revenues $2,224,782 $1,805,782 $1,805,782 $1,805,782 $1,805,782 EXPENSES Management Fee 127,924 127,924 127,924 127,924 127,924 Utilities 193,000 193,000 193,000 193,000 193,000 Landscaping 784,500 722,987 722,987 722,987 722,987 Common Area Maintenance 512,023 200,000 200,000 200,000 200,000 Holiday Decoration 22,832 22,832 22,832 22,832 22,832 Security Enhancements 183,985 183,985 183,985 183,985 183,985 Communications 22,500 6,909 6,909 6,909 6,909 Public Events 32,300 32,300 32,300 32,300 32,300 Capital Improvements 261,000 240,447 240,447 240,447 240,447 Insurance 36,502 34,182 34,182 34,182 34,182 Annual Review 12,100 5,100 5,100 5,100 5,100 City Administrative Fee 36,116 36,116 36,116 36,116 36,116 Budget Expenses 2,224,782 1,805,782 1,805,782 1,805,782 1,805,782 Contribution to Fund Balance - - - - - Total Expenses $2,224,782 $1,805,782 $1,805,782 $1,805,782 $1,805,782 City of Fort Worth, Texas Mayor and Council Communication DATE: 05/05/20 M&C FILE NUMBER: M&C 20-0277 LOG NAME: 13PID6 MIDYEARFY20 SUBJECT Adopt Resolution Amending the Fiscal Year 2019-2020 Budget and Five-Year Service Plan for Public Improvement District 6-Park Glen (COUNCIL DISTRICT 4) RECOMMENDATION: It is recommended that the City Council adopt the attached resolution approving the revised Fiscal Year 2019-2020 Budget and Five-Year Service Plan for Public Improvement District 6—Park Glen to reflect amendments associated with a mid-year review. DISCUSSION: The City of Fort Worth Department of Financial Management Services administers the City's Public Improvement Districts(PIDs)in accordance with Chapter 372 of the Texas Local Government Code.The City's PID Policy outlines the need to proactively work with the PID managers to oversee the services being provided by the PIDs and their associated financial positions.Staff,along with the contracted PID management companies, have conducted mid-year reviews of the Public Improvement District 6-Park Glen(Park Glen PID)Annual Budget(Budget)and recommend the following adjustments. The City contracts with FirstService Residential Texas PID, LLC (FirstService)to manage the Park Glen PID. FirstService has identified a mid- year adjustment to reflect changes to the Five-Year Service Plan.The changes will not affect the bottom line,but represent reallocation of Landscaping to Capital Improvements,Communications, Insurance and Annual Review. Line Items to Previously Recommended Amended be Adjusted Approved FY20 Mid-Year FY20 Budget Budget Item Adjustment Item Landscaping $829,520.00 ($45,020.00) $784,500.00 Capital $241,000.00 $20,000.00 $261,000.00 Improvements Communications $6,800.00 $15,700.00 $22,500.00 Insurance $34,182.00 $2,320.00 $36,502.00 Annual Review $5,100.00 $7,000.00 $12,100.00 Totals $1,116,602.00 - 1,116,602.00 Staff supports FirstService's recommended mid-year budget adjustments.All other previously approved line items not mentioned above remain the same.Upon approval of the above recommendation,the total budgeted expenses for Fiscal Year 2019-2020 will remain at$2,224,782.00.The revised Budget and Five-Year Service Plan will take effect upon approval by City Council. The City and FirstService will update the exiting contract to reflect the mid-year adjustment(City Secretary Contract No.52906). The Park Glen PID is located in COUNCIL DISTRICT 4. A Form 1295 is not required because:This M&C does not request approval of a contract with a business entity. FISCAL INFORMATION/CERTIFICATION: The Director of Finance certifies that approval of this recommendation will have no material effect on City funds. Submitted for City Manager's Office by: Kevin Gunn 2015 Originating Business Unit Head: Reginald Zeno 8517 Additional Information Contact: Anthony Rousseau 8338