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HomeMy WebLinkAboutResolution 5219-05-2020 A Resolution NO. 5219-05-2020 APPROVING AN AMENDED BUDGET AND FIVE-YEAR SERVICE PLAN FOR FORT WORTH PUBLIC IMPROVEMENT DISTRICT NO. 11 (STOCKYARDS PID) OR FISCAL YEAR 2019-2020 WHEREAS, pursuant to Resolution No. 2925, the City Council established the Fort Worth Public Improvement District No. 11 (the "Stockyards PID") on January 28, 2003; 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 Stockyards PID pursuant to M&C 19-0108; WHEREAS, pursuant to City Secretary Contract No. 52964, the City has contracted with Stockyards Preservation Foundation of Fort Worth, Inc. ("Contractor") to manage the day-to-day administration of the Stockyards 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 Contractor the responsibility for preparing the annual budget and five-year service plan for the Stockyards 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 the Contractor 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 Stockyards 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 Stockyards PID is hereby amended and approved for the remainder of the 2019-2020 fiscal year in accordance with Exhibit"A", which is attached hereto. Z This Resolution shall take effect immediately following its adoption. Adopted this 5th day of May 2020. VORTO ATTES C By.: Mary J. KayV,bity 9ecretaryXAS EXHIBIT A City of Fort worth Five Year Service Plan Public Improvement District No.11-Stockyards Mid-Year Revision FY19120 FY20/21 FY21122 FY22/23 FY23/24 REVENUES PIDAssessments $ 119,447 $ 120,000 $ 125,000 $135,000 $140,000 Budget Revenues $119,447 $120,000 $125,000 $135,000 $140,000 Use of Fund Balance 42,111 Total Revenue $161,558 $120,000 $125,000 $135,000 $140,000 EXPENSES Management Fee 16,858 17,588 17,588 17588 17,588 Litter Abatement&Maintenance 25.000 26,500 28,000 30,000 32,500 Security 18,000 22,000 25,000 Public Events 17,0W 17,000 20,000 25,000 25,000 Capital Improvements 30,000 15,000 - Insurance 700 800 1,000 1,000 1,000 Websde&Other Marketing' 70,000 34,000 34,000 34,000 35,000 City Administrative Fee 2,000 2,000 2,000 2,000 2,000 Budget Expenses 161,558 112,888 120588 131,588 138,088 Total Expense 161,558 112,888 120,588 tR 131.588 138,088 0 0 0 0o 0 0 0 O O O co OD N O O O m M 0 0 ' O O O co O CO) M N N r M N M M } T r LL O O O CO) O O O � 0 0 0 ' O O O � LO N m M M M N N r M N M M N � T T(R } T" r LL O: O O 00 O O O 00 O co 00 O' O O 00 O O O O O O CO 00 O i In O O O ' O O O U) LO L N trf N N N N r M N (14 N N t T T N t 4a(14 r .- T LL N O , Y V O: p 0 00 O O 00 O O 0o 00 U) O i p O LO tL O O 000 O O 0o 00 � T 0 0 co 00 C T N O' N N � (4 ti U7 If N N N N cM r �- a O C N •NI trR � r r 3 v Z (A LL r+ > t' Z 2 O U) N ` LL C cc co 00 O O O O O O 00 00 U LLj E a (O L ti O OI� N r� cM> 0) .-I tC rCO r r O T Q } E LL V �? 7 a a) U C (0 � N C) C � N U LL U fB a) m LL N > L fB E 'C C N C O` U N a) LL E fB > E U) a) uJ — U 0 QI Q r Q U) U Q y a 4) � N C d U) W X W > Z N a' Z +- W W O > -p cC a. 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V Q T O LL 4-1 M f0 O O O L :P. a O -a4-1 H O ci u a Q � a L v} o m oc a c City of Fort Worth, Texas Mayor and Council Communication DATE: 05/05/20 M&C FILE NUMBER: M&C 20-0273 LOG NAME: 13PID11 MIDYEARFY20 SUBJECT Adopt Resolution Amending the Fiscal Year 2019-2020 Budget and Five-Year Service Plan for Public Improvement District 11 -Stockyards and Adopt Appropriation Ordinance(COUNCIL DISTRICT 2) RECOMMENDATION: It is recommended that the City Council: 1.Adopt the attached resolution approving the revised Fiscal Year 2019-2020 Budget and Five-Year Service Plan for Public Improvement District 11 —Stockyards to reflect amendments associated with a mid-year review;and 2.Adopt the attached appropriation ordinance increasing receipts and appropriations in the Fort Worth Public Improvement District 11 — Stockyards Fund in the amount of$30,000.00 in Fiscal Year 2019-2020,from available,unreserved fund balance. 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 11 -Stockyards(Stockyards PID)Annual Budget(Budget)and recommend the following adjustments. The City contracts with Stockyards Preservation Foundation of Fort Worth, Inc. (Foundation)to manage the Stockyards PID.The Foundation has identified the need to increase the Budget by$30,000.00 to cover expenses associated with website&marketing upgrades in the Budget and Flve-Year Service Plan. Revenue Adjustments: Line Items Previously' Recommended Amended to be Approved FY20 Mid-Year FY20 Budget Adjusted Budget Item Adjustment Item PID $119,447.00 - $119,447.00 Assessments Juse of Fund Balance_ $12,111.00 Total $30,000.00— $42,111.001 ---- - -- -- Revenue $131,558.00 $30,000.00 $161,558.00; Budget i Expenditure Adjustments: Line Items Previously Recommended Amended to be Approved FY20 Mid-Year FY20 Budget Adjusted Budget Item Adjustment item Website& $40,000.00 $30,000.00 $70,000.00 Marketing Totals - $40,00O _0 F $30,000.001 01 Staff supports the Foundation's recommended mid-year budget adjustments.All other previously approved line items not mentioned above remain the same.Upon approval of the above recommendations,the total budgeted expenses for Fiscal Year 2019-2020 will be$161,558.00.This mid- year budget adjustment will decrease the unaudited, unassigned fund balance by a total of$30,000.00.The revised Budget and Five-Year Service Plan will take effect upon approval by City Council.The City and Stockyards Preservation of Fort Worth,Inc.will amend the existing management contract to reflect the mid-year adjustment(City Secretary Contract No.52964). The proposed changes to the Stockyards PID Budget maintains compliance with reserve requirements. The Stockyards PID is located in COUNCIL DISTRICT 2. 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 upon approval of the above recommendations and adoption of the attached appropriation ordinance,funds will be available in the current operating budget,as appropriated,of the FWPID#11-Stockyards Fund. Prior to any expenditure being incurred, the Financial Management Services Department has the responsibility to validate the availability of funds. Submitted for City Manager's Office by: Kevin Gunn 2015 Originating Business Unit Head: Reginald Zeno 8517 Additional Information Contact: Anthony Rousseau 8338