HomeMy WebLinkAboutOrdinance 17761-09-2007ORDINANCE NO. 17761-09-2007
AN ORDINANCE CLOSING THE HEARING AND LEVYING ASSESSMENTS FOR THE
COST OF CERTAIN IMPROVEMENTS AND/OR SERVICES PROVIDED IN FORT WORTH
PUBLIC IlVIPROVEMENT DISTRICT NO. 7 DURING FISCAL YEAR 2007-OS; SETTING
CHARGES AND LIENS AGAINST PROPERTY IN THE DISTRICT AND AGAINST THE
OWNERS THEREOF; PROVIDING FOR THE COLLECTION OF SUCH ASSESSMENTS;
RESERVING UNTO THE CITY COUNCIL THE RIGHT TO ALLOW CREDITS REDUCING
THE AMOUNT OF THE RESPECTIVE ASSESSMENT TO THE EXTENT OF ANY CREDIT
GRANTED; AND PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City Council of the City of Fort Worth, Texas, has heretofore directed that certain
improvements and/or services (the "Improvements") shall be provided in the Fort Worth Public Improvement District
No.7 during Fiscal Year 2007-08; and
WHEREAS, the boundaries of the improvement district are Wall-Price Keller Road and Alta Road on the
north; Shiver Road to North Beach Street passing through the Park Green Belt on the south; Park Vista Boulevard at
Shiver Road to Wall-Price Keller Road on the east; and North Riverside Drive on the west.
WHEREAS, the improvements to be provided are as follows:
1. district management for the administration and operation of the district;
2. landscaping, construction and maintenance including irrigation of plantings and fencing in the district;
3. supplementary security service provided by off-duty law enforcement personnel; and
4. public events program consisting of recreational activities, special events and holiday lighting.
WHEREAS, the cost of such improvements is as follows:
Total Budgeted Cost
1) Operations $ 86,163
2) Utilities 242,569
3) Landscape Maintenance Program 487,700
4) Security Patrol 27,000
5) Public Events/Holiday Lighting 20,382
6) Insurance 6,500
7) Contingency 8,500
8) Annual Review 1,700
9) City Administration (2% of budgeted assessments) 19,807
10) Reserve Fund 45,016
11) Subsidy Repayment 148,738
Total $ 1,094,075
The total budgeted costs of the improvements are $1,094,075. Of this amount, $990,341 will be funded by assessments
collected on privately owned parcels located in the district. The remainder of the costs, $103,734 will be funded by other
revenue sources, including:
• $73,734 in a direct payment from the City for payment in lieu of services, which was appropriated from the
General Fund balance by City Council action on September 11, 2007 (M&C G-15839); and
• $30,000 from the districts Builder Assessment of $200 per lot.
WHEREAS, the improvements are fully described in a service, improvement and assessment plan which was
adopted by the City Council on September 11, 2007 (M&C G-15839), and is on file in the office of the City Secretary;
and
WHEREAS, the improvements shall be provided by Premier Communities under a contract with the City of
Fort Worth; and
WHEREAS, $990,341 of the cost of the improvements shall be assessed against property located in the District
and the owners of property, and the balance of the difference between the amount to be assessed and the total cost of the
project will be paid by a direct payment from the City of Fort Worth for park maintenance and Builder Assessments of
$200 per lot; and
WHEREAS, the assessments shall be based on the value of each parcel on January 1, 2007, as determined by
the City Council, including the value of the structures on other improvements, with the assessment on each parcel to be
determined by applying no more than $0.21 rate per each $100 of residential property value and $0.11 rate per each $100
of commercial property value; and
WHEREAS, such proposed assessment roll was approved and adopted by the City Council of the City of Fort
Worth, and a time and place was set for a hearing, and the proper notice of the time, place and purpose of said hearing
was given and said hearing was held at the time and place fixed therefore, to-wit, on the 11th day of September, 2007, at
7:00 p.m. in the Council Chamber in the City Hall in the City of Fort Wortli, Texas, alid at such hearing various protests
and objections were made, and all desiring to be heard were given a full and fair opportunity to be heard, and the City
Council, having fully considered all proper matters, is of the opinion that the said hearing should be closed and
assessments should be made and levied as herein ordered.
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF FORT
WORTH, TEXAS:
SECTION 1.
Said hearing be, and the same is hereby, closed and the said protest and objections, and any and all other
protests and objections, whether herein enumerated or not, be and the same are hereby overruled.
SECTION 2.
The City Council, from the evidence, finds that the assessments herein described should be made and levied
against the respective parcels of property in the District and against the owners of such property. Such assessments and
charges are right and proper and are substantially in proportion to the benefits to the respective parcels of property by
means of the improvements in the District for which such assessments are levied and establish substantial justice and
equality and uniformity between all parties concerned, considering the benefits received and burdens imposed. The City
Council further finds that in each case the property assessed is specially benefited in enhanced value to the said properly
by means of the said improvements in the District and for which assessment is levied and charge made, in a sum in excess
of said assessment and charge made against the same by this ordinance, and further finds that the apportionment of the
cost of the improvements is in accordance with the law in force in this City, and the proceedings of the City heretofore
had with reference to said improvements, and is in all respects valid and regular. The City Council, from the evidence,
further finds that the values of the respective parcels of property on January 1, 2007, are true and correct.
SECTION 3.
There shall be, and are hereby, levied and assessed against the parcels of property in the District and against the
real and true owners thereof (whether such owners be correctly named herein or not), the sums of money itemized per
parcel of property, and the owners thereof, as far as such owners are known.
2
SECTION 4.
Where more than one person, firm or corporation owns an interest in any property described herein, each said
person, firm or corporation shall be personally liable only for its, her or his pro rata share of the total assessment against
such property in proportion to its, his or her respective interest to the total ownership such property, and its, his or her
respective interest in such property may be released from the assessment lien upon payment of a proportionate sum.
SECTION 5.
The several sums above mentioned and assessed against the said parcels of property, and owners thereof, and
penalty and interest thereon at the rate prescribed by Chapter 372, Subchapter A, Sections 372.018(b) et seq., of the Local
Government Code (the Public Improvements District Assessment Act), together with reasonable attorney's fees and cost
of collection, if incurred, are hereby declared to be and are made a lien upon the respective parcels of property against
which the same are assessed, and a personal liability and charge against the real and true owners of such property,
whether such owners be correctly named herein or not, and the said liens shall be and constitute the first enforceable lien
and claim against the property on which such assessments are levied, and shall be a first and paramount lien thereon,
superior to all other liens and claims, except state, county, school district and city ad valorem taxes. A copy of this
ordinance may be filed with the County Clerk of Tarrant County, Texas, and when so filed shall constitute complete and
adequate legal notice to the public concerning the liens hereby assessed against the respective parcels of property and the
owners thereof.
The sums so assessed against the respective parcels of property and the owners thereof shall be and become due
and payable as follows, to-wit: The assessments shall be payable on or before January 31, 2008, and shall become
delinquent if not paid by February 1, 2008. The entire amount assessed against each parcel of property shall bear penalty
and interest, from and after February 1, 2008 at the same rate as prescribed by law for any delinquent ad valorem tax until
paid.
SECTION 6.
If default shall be made in the payment of any assessments, collection thereof shall be enforced by suit in any
court of competent jurisdiction, and said City shall exercise all of its lawful powers to aid in the enforcement and
collection of said assessments.
SECTION 7.
The total amount assessed against the respective parcels of property, and the owners thereof, is in accordance
with the proceedings of the City relating to said improvements and assessments thereof and is less than the proportion of
the cost allowed and permitted by the law in force in the City.
SECTION 8.
Although the aforementioned charges have been fixed, levied and assessed in the respective amounts herein
stated, the City Council does hereby reserve unto itself the right to reduce the aforementioned assessments by allowing
credits to certain property owners where deemed appropriate. Notwithstanding the City Council has herein reserved the
right to issue credits, it shall not be required to issue credits, and will not do so, if same would result in any inequity
and/or unjust discrimination.
The principal amount of each of the several assessments levied by the City of Fort Worth, Texas, as hereinafter
provided, shall be fixed and determined by deducting from the amount of any assessment herein levied such amount or
amounts, if any, as may hereafter be allowed by the City Council as a credit against the respective assessments.
SECTION 9.
Full power to make and levy reassessments and to correct mistakes, errors, invalidates or irregularities in the
assessments are, in accordance with the law in force in this City, vested in the City.
SECTION 10.
All assessments levied are a personal liability and charge against the real and true owners of the property
described, notwithstanding such owners may not be named, or may be incorrectly named.
SECTION 11.
In any suit upon any assessment or reassessment, it shall be sufficient to allege the substance of the provision
recited in this ordinance and that such recitals are in fact true, and further allegations with reference to the proceedings
relating to such assessment and reassessment shall not be necessary.
SECTION 12.
The assessments levied are made and levied under and by virtue of the terms, powers and provisions of Chapter
372, Subchapter A, Sections 372.001 et seq., of the Texas Local Government Code (the Public Improvements District
Assessment Act).
SECTION 13.
Should any portion, section or part of a section of this ordinance be declared invalid, inoperative or void for any
reason by a court of competent jurisdiction, such decision, opinion or judgment shall in no way impair the remaining
portions, sections, or parts of sections of this ordinance, which said remaining provisions shall be and remain in full force
and effect.
SECTION 14.
That this ordinance shall be cumulative of Ordinance No. 15673 and all other ordinances and appropriations
amending the same except in those instances where the provisions of this ordinance are in direct conflict with such other
ordinances and appropriations, in which instance said conflicting provisions of said prior ordinances and appropriations
are hereby expressly repealed.
SECTION 15.
ordained.
This ordinance shall take effect and be in full force and effect from and after the date of its passage and it is so
APPROVED AS TO FORM AND LEGALITY:
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Date: September 11, 2007
September 11, 2007 _
Adopted
September 11, 2007 _
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li~ayor and Council Communication
COUNCIL ACTION: Approved on 9/11/2007 -Ord. No. 17761-09-2007 & 17762-09-2007
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DATE: Tuesday, September 11, 2007
LOG NAME: 13PID7BEN07-08 REFERENCE NO.: BH-233
SUBJECT:
Benefit Hearing for Fort Worth Public Improvement District 7 (Heritage) Concerning Proposed
Property Assessments; Adoption of Ordinance Levying Assessments for Fiscal .Year 2007-08;
Adoption of Appropriation Ordinance Allocating Estimated Receipts to the District and Authorize
Execution of aNon-binding Memorandum of Understanding Between the City of Fort Worth and
Hillwood Alliance Residential, L.P., Regarding Reimbursement of Previous Expenditures for Benefit
of District
RECOMMENDi4TION:
It is recommended that the City Council:
1. Hold a benefit hearing concerning the proposed property assessments for Fort Worth Public
Improvement District 7 (PID 7) for Fiscal Year 2007-08;
2. Adopt the attached ordinance which levies the proposed assessments for PID 7 for Fiscal Year 2007-08;
3. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations by
$1,094,075.00 in the Special Assessment District Fund PID 7 Project account from available funds; and
4. Authorize the City Manager to execute anon-binding Memorandum of Understanding (MOU) with
Hillwood Alliance Residential, L.P., ("Hillwood") to address a process for reimbursement and amount of
certain PID 7 improvement costs previously incurred by Hillwood.
DISCUSSION:
The purpose of this benefit hearing is to receive comments from the public regarding the Fiscal Year 2007-
08 proposed assessments to be levied on each property in PID 7, to adopt an ordinance levying the
proposed assessments and to adopt an appropriation ordinance allocating estimated receipts to the
District.
On September 11, 2007, (M&C G-15839) the City Council approved the Fiscal Year 2007-08 budget and
five-year service plan (attached), directed that certain improvements and/or services be provided in PID 7
during the Fiscal Year 2007-08, adopted the proposed 2007 assessment roll and provided notice of this
benefit hearing.
The improvements and services to be provided and the costs thereof are:
Improvements
1) Operations
2) Landscape Maintenance Program
3) Security Patrol
Total Budgeted Costs
$86,163.00
$487,700.00
$27, 000.00
Logname: 13PID7BEN07-08 Page 1 of 2
4) Public Events/Holiday Lighting $20,382.00
5) Insurance $6,500.00
6) Contingency $8,500.00
7) Annual Review $1,700.00
8) City Administration (2% of budgeted assessments) $19,807.00
9) Utilities $242,569.00
10) Reserve Fund $45,016.00
11) Subsidy Repayment $148,738.00
Total Expenditures $1,094,075.00
Under the proposed MOU, a reserve fund will be established annually in order to ensure that sufficient
revenues are available for payment of PID-eligible expenses. The MOU will also establish a process by
which Hillwood will be eligible to receive reimbursement of actual expenditures made by Hillwood for the
benefit of the PID in years when the PID did not have sufficient funds to pay for those improvements. For
the upcoming fiscal year, the reserve fund will be $45,016.00, which represents 5% of the overall
operational costs of the PID, and the reimbursement to Hillwood will not exceed $148,738.00, which will
come from surplus PID funds.
The total budgeted costs of the improvements are $1,094,075.00. Of this amount, $990,341.00 will be
funded by assessments collected on privately owned parcels located in the district by applying a rate of
$0.21 cents to each $100.00 of property value for residential property and $0.11 cents for commercial
property. (Note: Assessment rates are the same as last year.)
The remainder of the costs, $103,734.00 will be funded by other revenue sources, including:
$73,734.00 in a direct payment from the City for payment in lieu of services (appropriated from
the General Fund by City Council action on September 11, 2007, (M&C G-15839); and
$30,000.00 from the district's Builder Assessment of $200.00 per lot.
Based on the appraised value of the property and considering the benefits to be received from the
proposed improvements, it is the opinion of the City staff that an amount equal to or more than the
proposed assessments, upon completion of the improvements in accordance with the PID management
contract, will enhance each parcel of property in value.
PID 7 is commonly known as the "Heritage" PID and is located in COUNCIL DISTRICT 2. A map and
budget are attached.
FISCAL INFORMATION/CERTIFICATION:
The Finance Director certifies that upon adoption of
expenditure will be available in the Fiscal Year 2007-08
Assessment District Fund.
the attached ordinances, funds required for this
operating budget, as appropriated, of the Special
TO Fund/Account/Centers
GS87 488342 002507002000 $1,094,075.00
GS87 539120 002507002000 $1,094,075.00
FROM Fund/Account/Centers
Submitted for City Manager's Office by:
Originating Department Head:
Additional Information Contact:
Karen Montgomery (6222)
Lena H. Ellis (8517)
Becky Wood (8550)
Logname: 13PID7BEN07-08 Page 2 of 2