HomeMy WebLinkAboutOrdinance 20363-09-2012ORDINANCE NO. 20363-09-2012
AN ORDINANCE LEVYING ASSESSMENTS FOR THE COST OF CERTAIN
IMPROVEMENTS AND /OR SERVICES PROVIDED IN FORT WORTH PUBLIC
IMPROVEMENT DISTRICT NO. 7 DURING FISCAL YEAR 2012-13; 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 (the "District"); and
WHEREAS, the boundaries of the 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; and
WHEREAS, the Improvements to be provided in Fiscal Year 2012-2013 and their estimated costs are
as follows:
EXPENSES
Management Fee
161,046
Water
240,000
Utilities
25,500
Landscape/Tree Maintenance
719,324
Fence Maintenance
72,000
Common Area Maintenance
52,500
Holiday Lighting
20,000
Security Enhancements
50,000
Public Events
60,319
Capital Improvements
113,023
Insurance
5,197
Annual Review
2,000
City Administration Fee
26,571
Budget Expenses
$ 1,547,480
Estimated Operating Reserve
$ 380,227
Total Expenses
$ 1,927,707
The total budgeted costs of the improvements are $1,927,707.00. Of this amount, $1,328,545.00 wilt be
funded by assessments collected on privately owned parcels located in the district. The remainder of the costs,
$599,162.00 will, be funded by other revenue sources:
Ordinance No. 20363-09-2012
Page 1 of 4
$173,362.00 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, 2012;
$12,000.00 from the District's Builder Assessment of $200 per lot;
$413,800.00 from prior years' assessments; and
WHEREAS, it is proposed that property in the District be assessed at a rate of $0.21 per each $100 of
property value for residential property and $0.11 rate per each $100 of property value for commercial property,
as of January 1, 2012 and determined by the appraisal district with jurisdiction over property in the District;
and
WHEREAS, the Improvements and proposed assessment roll were previously presented in a public
hearing conducted by the City Council on August 21, 2012 (M &C BH -279) and have been on file in the office
of the City Secretary for public inspection; and
WHEREAS, the Improvements and proposed assessment roll were once again heard by the City
Council in a public hearing conducted on the 11 th day of September, 2012, at 7:00 p.m. in the Council
Chamber in the City Hall in the City of Fort Worth, Texas (the "Public Hearing "), notice of which was
published mailed to all record owners of property in the District, and at such hearing all desiring to be heard
were given a full and fair opportunity to be heard;
NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCII, OF THE CITY OF FORT
WORTH, TEXAS:
SECTION 1.
The Public Hearing is hereby closed and any and all protests and objections, whether herein
enumerated or not, are hereby overruled.
SECTION 2.
The City Council, from all evidence before it, including all information provided to it and considered
in the Public Hearing, 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 property by means of the Improvements in the District and for which
assessment is levied and charge made, and further finds that the apportionment of the cost of the
Improvements is in accordance with applicable law. The City Council, from the evidence, further finds that
the values of the respective parcels of property on January 1, 2012, 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, at the
following rate and method of payment: $0.21 per each $100 of value for residential property and $0.11 per
each $100 of value for commercial property.
Ordinance No. 20363 -09 -2012
Page 2 of 4
SECTION 4.
Where more than one person or entity owns an interest in any property described herein, each such
person or entity 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, Texas 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 such 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 on or before January 31, 2013, and shall become delinquent if not paid by February 1,
2013. The entire amount assessed against each parcel of property shall bear penalty and interest, from and after
February 1, 2013 at the same rate as prescribed by law for any delinquent ad valorem tax until paid.
SECTION b.
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 hereto and is less than the proportion of the cost allowed and
permitted by applicable law.
SECTION 8.
Although the aforementioned charges have been fixed, levied and assessed in the respective amounts
herein stated, the City Council does hereby reserve the right to reduce the aforementioned assessments by
allowing credits to certain property owners where deemed appropriate and provided that such any such
allowance does not result in any inequity and/or unjust discrimination.
Ordinance No. 20363 -09 -2012
Page 3 of 4
SECTION 9.
Full power to make and levy reassessments and to correct mistakes, errors, invalid or irregularities in
the assessments are, in accordance with the law in force in this City, vested in the City.
SECTION 10.
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 11.
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 shall remain in full force
and effect.
SECTION 12.
This Ordinance shall be cumulative of 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 13.
This Ordinance shall take effect and be in full force and effect from and after the date of its passage.
AND IT IS SO ORDAINED.
APPROVED AS TO FORM AND LEGALITY:
Senior Assis nt City ATMme—y-
M&C: BH-286
Adopted and Effective: September 11, 2012
Ordinance No. 20363-09-2012
Page 4 of 4
City of Fort Worth
Budget and Five Year Service Plan
Public Improvement Distret No.7 - Heritage
FY 12/13
FY 13/14
FY 14/15
FY 15/16
FY 16/17
REVENUES
PI Assessments
1,328,545
1,369,252
1,405,417
1,414,854
1,414,864
City Payment In-Lieu of Services
173,362
173,362
173,362
173,362
173,362
Prior Years' Assessments
413,800
380,227
380,491
387,232
390,030
Builder Initiation Fee
12,000
7,000
5,000
3,000
0
Total Revenues
$1,927,707
$1,929,841
$1,964,270
$1,978,448
$1,978,256
EXPENSES
Management Fee
161,046
165,328
165,961
166,924
166,924
Water
240,000
242,000
244,000
246,000
248,000
Utilities
25,500
26,453
27,176
27,976
27,976
Landscape/Tree Maintenance
719,324
725,000
727,000
729,000
731,000
Fence Maintenance
72,000
53,400
54,880
56,176
58,035
Common Area Maintenance
52,500
56,000
54,000
55,000
56,000
Holiday Lighting
20,000
30,000
31,000
32,000
33,000
Security Enhancements
50,000
50,000
50,000
50,000
50,000
Public Fvents
60,319
64,810
65,000
65,000
65,000
Capital Improvements
113,023
101,553
122,328
124,345
116,232
Insurance
5,197
5,300
5,400
5,500
5,600
Annual Review
2,000
2,122
2,185
2,200
2,200
City Administration Fee
26,571
27,385
28,108
28,297
28,297
Budget Expenses
$1,547,480
$1,549,350
$1,577,038
$1,588,418
$1,588,264
Estimated Operating Reserve
380,227
380,491
387,232
390,030
389,992
Total Expenses
$1,927,707
$1,929,841
$1,964,270
$1,978,448
$1,978,256
City of Fort Worth,, Texas
Mayor and Council Communication
MINN. I
DATE: Tuesday, September 11.2O12 REFERENCE NO.: BH-286
LOG NAME: 17P|D07BENHEAR2012
SUBJECT:
Conduct a Public Benefit Hearing for Public Improvement District 7. Heritage PID, Concerning the
Proposed 2012-2013 Budget and Five-Year Service Plan and Proposed Assessment Roll, Authorize
Transfer in the Amount of $173,362.00 from the General Fund to the Special Assessment District Fund for
the City's Payment inLieu of Services, Adopt Ordinance Levying Special Assessments for the 2012Tax
Year, Adopt Appropriation Ordinances to Increase Estimated Receipts in the Special Assessment District
Fund and Special Trust Fund for Fiscal Year 2O12'2O13 and Authorize Execution ofan Agreement with
Premier Communities Management Company to Manage the District (COUNCIL DISTRICTS 4 and 7)
hia recommended that the City Council:
1. Conduct public benefit hearing concerning the proposed special assessments on property located in
Public Improvement District 7, Heritage P|[) for the 2012 tax year;
2. Approve the attached 2012-2013 Fiscal Year budget and five-year service plan for the Heritage PID;
3. Adopt the attached ordinance levying special assessment on property inthe Heritage P|O subject to
assessment in the 2O12 tax year;
4. Authorize the transfer inthe amount of$173,3O2.00 from the General Fund h/the Special Assessment
District Fund. Public Improvement District Fiscal Year 2012-2013 Project Account for the Cib/s payment
in-lieu of services;
5. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in
the Public Improvement District 7 Fiscal Year 2012-2013 Project Account of the Special Assessment
District Fund in the amount of$1.501,907.0O from available funds;
6. Authorize the transfer in the amount of $26,571.00 for administrative fees from the Special Assessment
L>imthot Fund. Public Improvement District 7 Fiscal Year 2012-2013 Project Account to the Specia| Trust
Fund contingent upon the adoption of the attached ordinance levying assessments;
7. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in the
Special Trust Fund in the amount of $28'571.0O from available funds; and
8. Authorize the execution of an Agreement with Premier Communities Management Company to provide
management and improvement services for the Heritage P|[) during Fiscal Year 2U12-2D13 for the murD in
the amount of$1O1.O4O.00.
Logname: 17PI[)07BENHB/\R2012 Pagel of
DISCUSSION:
On September 26. 2000. /M&C G-13O21\ the City Council adopted Resolution No. 2675 establishing Fort
Worth Public Improvement District No. 7 (Heritage P\D\
The purpose of this benefit hearing is to receive comments from the public regarding the 2012-2013 Fiscal
Year budget and five-year service plan for the P|[) and the proposed aSsBsoO0GntS to be levied on each
property in the P|[} for the 2012 tax year. Following the public hearing' it is recommended that the City
Council approve the attached budget and five-year service plan of the P|D, adopt the attached ordinance
levying the proposed assessments and adopt the attached appropriation ordinances allocating estimated
receipts tO the Heritage P|D'efund.
On August 21,2U12'(M&CBH-270) the City Council conducted a public hearing tD receive comments 0D
the proposed 2012-2013 Fiscal Year budget and five-year service plan for the p\L). Notice of this benefit
hearing was published in the newspaper and mailed to all record owners of property in the Heritage P|O\n
accordance with state law.
The improvements and services to be provided in the PID during the 2012-2013 Fiscal Year and the costs
thereof are as follows:
Improvements
Total Budgeted
Costs
Landscape/Tree
719,324.00
,Fence Maintenance
$
72,006.00
Common Area
52,500.00
'Holiday Lighting
20,000.00
'Security Enhancement
50,000.00
IPublic Events
$
60319.00
City Administrative
$
26 571 00
Fee
iReserve
380,227.00
Total Expenses
$1,927,707.00
The total budgeted costs cJ the improvements are in the amount of$1.927.7O7.00. Of this amount,
$1,328,545.00 will be funded by assessments collected on privately owned parcels located in the district
by applying araie oY$O.21 cents per each 01OO.D0of property value for residential property and $O.11
cents per each $100.00 of property value for commercial property.
Lugouo/e:l7PII]07E|BNBIIAIl20|2 Page 2of3
The remainder of the costs, in the amount of $599,162.00, will be funded by other revenue sources: the
amount of $173,362.00 from the City for payment in lieu of services; the amount of $12,000.00 from the
District's Builder Assessment of $200.00 per lot; and the amount of $413,800.00 from prior year's
assessments.
The Heritage PID is located in COUNCIL DISTRICTS 4 and 7.
FISCAL INFORMATION / CERTIFICATION:
The Financial Management Services Director certifies that upon approval of the above recommendations,
and upon the adoption of the Fiscal Year 2012-2013 budget by the City Council to include the above
recommended item(s), funds will be available in the Fiscal Year 2013 Operating Budgets, as appropriated,
of the Special Assessment District Fund, Special Trust Fund and General Fund.
FUND CENTERS:
TO Fund/Account/Centers FROM Fund/Account/Centers
6)7) FE72 481306 017587001000 $26,571.00 6) GS87 539120 002507002000 $26,571.00
7) FE72 511010 017587001000 $26,571.00 8) GS87 539120 002507002000 $161,046.00
4)5) GS87 488010 002507002000
5) GS87 488342 002507002000
5) GS87 539120 002507002000
CERTIFICATIONS:
$173362.00 4) GG01 539120 0808021
$1,328,545.00
$1,501,907.00
Submitted for City Manager's Office by:
Originating Department Head:
Additional Information Contact:
Fernando Costa (6122)
Jay Chapa (5804)
Sylvia Flores (8550)
Coy Gray (6203)
$173,362.00
Lognarne: 17PID07BENHEAR2012 Page 3 of 3