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HomeMy WebLinkAboutOrdinance 26843-04-2024Ordinance No. 26843-04-2024 AN ORDINANCE INCREASING ESTIMATED RECEIPTS AND APPROPRIATIONS IN THE FORT WORTH PUBLIC IMPROVEMENT DISTRICT 6 — PARK GLEN FUND BY 1) INCREASING THE USE OF FUND BALANCE IN THE AMOUNT OF $164,496.00, 2) INCREASING REVENUE IN THE AMOUNT OF $401.00 TRANSFERRED FROM THE GENERAL FUND FOR THE ECONOMIC DEVELOPMENT DEPARTMENT, FOR THE PURPOSE OF FUNDING PAYMENT IN -LIEU OF ASSESSMENTS; PROVIDING FOR A SEVERABILITY CLAUSE; MAKING THIS ORDINANCE CUMULATIVE OF PRIOR ORDINANCES; REPEALING ALL ORDINANCES IN CONFLICT HEREWITH; AND PROVIDING AN EFFECTIVE DATE. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF FORT WORTH, TEXAS: SECTION 1. That in addition to those amounts allocated to the various City departments for Fiscal Year 2023-2024 in the Budget of the City Manager, there shall also be increasing estimated receipts and appropriations in the Fort Worth Public Improvement District 6 — Park Glen Fund by 1) increasing the use of fund balance in the amount of $164,496.00, 2) increasing revenue in the amount of $401.00 transferred from the General Fund for the Economic Development Department, for the purpose of funding Payment In -Lieu of Assessments. SECTION 2. That 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 3. That this ordinance shall be cumulative of Ordinance 26453-09-2023 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in which instance said conflicting provisions of said prior ordinances and appropriations are hereby expressly repealed.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 4. This ordinance shall take effect upon adoption. APPROVED AS TO FORM AND LEGALITY: - AU Nico Arias (Apr 26. 202415:10 CDT) Assistant City Attorney ADOPTED AND EFFECTIVE: April 23, 2024 CITY SECRETARY for Raa&d P. Gonzales For Ronald P, Gonzales (Apr 24, 2024 07:24 CDT) Jannette S. Goodall City Secretary City of Fort Worth Five Year Service Plan FY24 - FY28 Public Improvement District No. 6 - Park Glen - Mid Year REVENUES PID Assessments' COFW Payment in lieu of Services COFW Assessment Total Budgeted Revenues Use of Fund Balance Total Revenues EXPENSES Management Fee Utilities Landscaping Common Area Maintenance Holiday Decoration Security Enhancements Communications Public Events Capital Improvements Annual Review City Administrative Fee Total Budgeted Expenses Contribution to Fund Balance Total Expense Net Change in Fund Balance Fund Balance, Beginning of Year (Estimated Yrs 2-5) Estimated Fund Balance, End of Year Reserve Requirement Over (Under) Reserve FY23124 FY24125 FY25126 FY26127 FY27128 $ 2,185,323 $ 2,051,804 $ 2,113,358 $ 2,176.759 $ 2,242,062 270,925 270,925 270,925 270,925 270,925 7.298 7,298 7,298 7,298 7,298 164,496 52,198 $ 2,628,042 $ 2,330,027 $ 2,391,681 $ 2,507,180 $ 2,520,205 $ 152.645 $ 157,224 $ 160,369 $ 163,576 $ 166,848 220,000 199,757 202,735 204.152 211,984 1,321,561 1,097,237 11,057.479 1,138,952 1.047,600 297,000 146,000 327,000 81,000 243,000 23,000 23,000 23,000 33,000 33,000 285,400 291,108 294,000 300,000 306,000 14,500 14,500 14.500 20,000 20,000 46.000 45,000 52,000 62,800 62,800 215.000 305,000 208,067 450,000 160.000 51100 4,600 4,600 4,600 4,600 47,836 46,601 47,832 49,100 50,406 $ 2,628,042 $ 2,330,027 $ 2,391,581 $ 2,507,180 $ 2,306,237 214,047 $ 2,628,042 $ 2,330,027 $ 2,391,581 $ 2,507,180 $ 2,520,285 $ (164,496) $ 0 $ (0) $ (52,198) $ - 572,681 408,185 408,185 408,185 355.987 408,185 408,185 408,185 355,987 355,987 388,415 374,658 417,947 384,450 384,450 $ 19,770 $ 33,527 $ (9,762) $ (28,463) $ (28,463) •FY2023 Assessment Rate = $,155 Residential/ $.035 Commercial City of Fort Worth, Mayor and DATE: 04/23/24 Texas Council Communication LOG NAME: 17PID06 MIDYEAR FY24 M&C FILE NUMBER: M&C 24-0325 SUBJECT (CD 4) Adopt Ordinance Amending the Fiscal Year 2023-2024 Adopted Budget and Five -Year Service Plan for Public Improvement District 6 - Park Glen and Adopt Appropriation Ordinances RECOMMENDATION: It is recommended that the City Council: 1. Adopt the attached ordinance amending the Fiscal Year 2023 2024 Budget and Five -Year Service Plan for Public Improvement District 6 — Park Glen to reflect amendments associated with a mid -year review and direct the City Secretary to record the same in the real property records of Tarrant County, Texas no later than the seventh (7th) day after adoption by the City Council; 2. Adopt the attached appropriation ordinance adjusting appropriations in the Public Improvement District 6 -- Park Glen Fund in the amount of $71,369.00, from available funds transferred from Park and Recreation Department General Fund, for purpose of funding Payment In -Lieu of Services; and 3. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in the Fort Worth Public Improvement District 6 - Park Glen Fund by 1) increasing the use of fund balance in the amount of $164,496.00, 2) increasing revenue in the amount of $401.00 transferred from the General Fund for the Economic Development Department, for the purpose of funding Payment In -Lieu of Assessments. DISCUSSION: The City of Fort Worth's Department of Economic Development administers the City's Public Improvement Districts (PIDs). The City's PID Policy outlines the need to proactively work with the City's PID management companies to oversee the services being provided within each of the PIDs. PID 6 -- Park Glen (Park Glen PID) is managed by FirstService Residential Texas PID, LLC (FirstService). On September 12, 2023, City Council adopted Ordinance No. 26425-09-2023, approving the Fiscal Year (FY) 2023-2024 Budget, Five -Year Service Plan, Assessment Plan, and Tax Year 2023 Assessment Roll for the Park Glen PID. After conducting a mid -year review of the Park Glen PID's budget, City staff and FirstService has identified the need to increase Park Glen PID's,(City of Fort Worth) allocations by $236,266.00 to account for 1) $71,369.00 of additional payment in -lieu of services 2) $401.00 of additional City payment in -lieu of assessments and 3) $164,496.00 use of fund balance. The primary factors contributing to expenditure adjustments include increased spending on landscaping, maintenance, fence repairs, and significant capital improvement projects. These projects encompass the addition of monument lighting, installation of playground sails, and upgrades to the baseball diamond. Two line items listed on the Five -Year Service Plan require a transfer of City funds: (1) the City Payment In -Lieu of Services and (2) the City of Fort Worth Assessment. The City's Payment In -Lieu of Services is a supplement to the PID budget and intended to provide for the standard level of improvements and services as comparable to what would be provided by the City for the taxpayers generally. The City of Fort Worth Assessment is an allocation to the Park Glen PID budget for assessments the City would pay on City -owned properties in the Park Glen PID, if the City was not a tax-exempt entity. Revenue Adjustments: Line Items to Previously Recommended Amended be Adjusted Approved FY24 Mid -Year FY24 Budget Budget Item Adjustment Item PID Assessments $2,'185,323.00 $0.00 $2,185,323.00 COFW Payment in lieu $199,556.00 $71,369.00[ $270,925.00 of Services COFW Assessment $6,897.00 $401,00 $7,298.00� Use of Fund Balance $0.00 $164,496.00=$164,496.00 Totals $2,391,776.00 $236,266.00 $2,628,042.01- Expenditure Adjustments: Line Items to Previously Recommended Amended be Adjusted Approved FY24 Mid Year FY24 Budget Budget Item Adjustment Item Utilities 11 $1 9-2,000.0011 $28,000.00 $22D,000.00 Landscaping $1,248,000.001 $73,561.001 $1,321,561.00 Common Area $215,000.00 $82,000.00 $297,000.00 Maintenance Capital Improvements $105,000.00 $110,000.00 $215,000.00 Contribution to Fund Balance $57,295.0Q ($57,295.Q0) $0.() Totals $1,817,295.00 $236,266.00 $2,053,561.001 All other previously approved line items not mentioned above remain the same. Upon approval of the above recommendations, the total budgeted expenses for FY 2023-2024 will be $2,628,042.00. This mid -year budget adjustment will decrease the unaudited, unassigned fund balance by a total of $164,496.00. The revised Budget and Five -Year Service Plan wi11 take effect upon approval by City Council. The City and FirstService will update the existing contract to reflect the mid -year adjustment (City Secretary Contract No. 60311). Funding is available for appropriation in the fund balance of the FWPID #6 - Park Glen Fund. The beginning balance is $1,940,048,87, afterthis M&C, available balance will be $1,775,552.87. 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 upon approval of the recommendations and adoption of the attached appropriation ordinance, funds will be available in the current operating budget, as appropriated, in the FWPID #6 - Park Glen Fund. Prior to any expenditure being incurred, the Economic Development Department has the responsibility to validate the availability of funds. Submitted for City_Manager's Office bye William Johnson 5806 Originating Business Unit Head: RobertStums 2663 Additional Information Contact: Lacey Ruiz 2608 Expedited