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HomeMy WebLinkAboutOrdinance 26838-04-2024Ordinance No. 26838-04-2024 AN ORDINANCE INCREASING ESTIMATED RECEIPTS AND APPROPRIATIONS IN THE FORT WORTH PUBLIC IMPROVEMENT DISTRICT 1 — DOWNTOWN FUND, IN THE AMOUNT OF $76,082.00, TRANSFERRED FROM ECONOMIC DEVELOPMENT DEPARTMENT GENERAL FUND, FOR THE PURPOSE OF FUNDING PAYMENT IN -LIEU OF ASSESSMENTS IN FISCAL YEAR 2023-2024; 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 1 — Downtown Fund, in the amount of $76,082.00, transferred from Economic .Development Department General Fund, for the purpose of funding Payment In -Lieu of Assessments in Fiscal Year 2023-2024, 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in which instance said conflicting provisions of said prior ordinances and appropriations are hereby expressly repealed.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: --ALL No— Arias (Apr A, 202415:07 CDT)_ Assistant City Attorney ADOPTED AND EFFECTIVE: April 23, 2024 CITY SECRETARY for 1G: Ronaid Gonzales {Avr 26, 2624 15:34 CDT{ Janette S. Goodall City Secretary City of Fort Worth Five Year Service Plan FY 23-24 - FY27-28 , Public Improvement District No. 1 - Fort Worth FIVE YEAR SERVICE PLAN - MID YEAR Revision FY23124 FY24125 FY25126 FY26127 FY27128 REVENUES PID Assessments" $ 2,970,608 $ 3,029,021 $ 3,088,602 $ 3,149,374 $ 3,211,361 COFW Assessment 371,477 371,477 371,477 371,477 371,477 COFW Payment in lieu of Services 156,431 159,560 162,751 166,006 169.326 MD Generated Revenue 150,000 150,000 150,000 150,000 150.000 Total Budgeted Revenues $ 3,648,516 $ 3,710,058 $ 3,772,829 $ 3,836,856 $ 3,902,164 Use of Fund Balance - - - Total Revenues $ 3,648,516 $ 3,710,058 $ 3,772,829 $ 3,836,856 $ 3,902,164 EXPENSES Management Fee $ 561,350 $ 532,695 $ 543,349 $ 554,216 $ 565,300 Utilities 20,500 10.000 13,000 14,000 15,000 Landscaping 197,000 140,000 140,000 140,000 140,000 Maintenance & Operations 1,281,300 1.272,300 1.536,197 1,559,701 1,568,627 Tree Lights 50,000 30.000 30,000 30.000 45,000 Security 10,700 10,700 11,981 12,220 12,220 Ambassador Program 724,200 734,114 747,796 761,752 775,987 Newsletter 12,500 12,500 12,500 12,500 12,500 Marketing & Research 438,800 445,842 454,759 463,854 473,444 Transportation & Planning 204,657 200,784 204,790 208,876 213,043 City Audit 3,000 3,000 3,000 3,000 3,000 City Administrative Fee 71,440 74,201 75,457 76,737 78,043 Total Budgeted Expenses $ 3,575,447 $ 3,466,136 $ 3,772,829 $ 3,836,856 $ 3,902,164 Contribution to Fund Balance $ 73,069 $ 243,922 $ - $ - $ - Total Expense $ 3,648,516 $ 3,710,058 $ 3.772,829 $ 3,836,856 $ 3,902,164 Net Change in Fund Balance $ 73,069 $ 243,922 $ 0 $ (0) $ (0) Beginning Fund Balance, Estimated (Yrs 2-5) 277,789 350,858 594,780 594,780 848,297 Estimated Fund Balance, End of Year 350,858 594.780 594,780 594,780 848,297 Reserve Requirement 577,805 628,931 639,604 650,491 650,491 Over(Under)Reserve $ (226,947) $ (34,151) $ (44,824) $ (55,711) $ 197,806 "FY2024 Assessment Rate W $.13 City of Fort Worth, Texas Mayor and Council Communication DATE: 04/23/24 M&C FILE NUMBER: M&C 24-0323 LOG NAME: 17PID01 MIDYEAR FY24 SUBJECT (CD 9) Adopt Ordinance Amending the Fiscal Year 2023 2024 Budget and Five -Year Service Plan for Public Improvement District 1 - Downtown and Adopt Appropriation Ordinances RECOMMEND TION• 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 1 -- Downtown 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 (71h) day after adoption by the City Council; 2. Adopt the attached appropriation ordinance adjusting appropriations in the Fort Worth Public Improvement District 1 - Downtown Fund in the amount of $424.00, 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 1 - Downtown Fund in the amount of $76,082.00, transferred from Economic Development Department General Fund, for purpose of funding Payment In -Lieu of Assessments in Fiscal Year 2023-2024. 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 P[D management companies to oversee the services being provided within each of the PIDs. PID 1— Downtown (Downtown PID) is managed by Downtown Fort Worth Inc., (DFWI). On September 12, 2023, City Council adopted Ordinance No. 26423-09-2023, approving the fiscal year (FY) 2023-2024 Budget, Five -Year Service Plan, Assessment Plan, and Tax Year 2023 Assessment Roll for the Downtown PID. After conducting a mid -year review of the Downtown PID's budget, City staff and DFWi has identified the need to increase Downtown PID's (City of Fort Worth) allocations by $76,506.00 to account for 1) $424.00 of additional payment in -lieu of services and 2) $763082.00 of additional City payment in -lieu of assessments. The additional revenue increase will result in a increase to the original contribution to fund balance in the amount of $18,406.00. Expenditure adjustments are primarily attributable to increases in management fee (non -executive), marketing & research, and transportation & planning salary expenses as a result of two recent compensation studies. The utility expense increase accounts for summer water usage and the landscaping increase allows for potential increases in the planting plan. 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 payment in - lieu of Assessment is an allocation to the PID budget for assessments the City would pay on City -owned properties in the Downtown PID, if the City was not a tax-exempt entity. Revenue Adjustments: Line Items to Previously Recommended Amended be Adjusted Approved Mid Year FY24 Budget FY24 Budget Item Adjustment Item PID Assessments $2,970,608.00 IL $0.00 $2,970,608.00 COFW Payment in lieu $156,007.00 $424.00 $156,431.00 of Services COFW Assessment $295,395.00 $76,082.00 I $371,477.00 i PID Generated Revenue $150,000.00 $0.00 $150,000.00 Totals $3,572,010.001 $76,506.00 $3,648,516.00 Expenditure Adjustments: Line Items to Previously Recommended Amended be Adjusted Approved Mid -Year FY24 Budget FY24 Budget Item Adjustment Item Management Fee $522,250.00 $39,100.00 $561,350.00 Utilities $ 10, 0 0 K0:011 $10,500TO $20,500.00 Maintenance& Operations $1,272,30Q.00� $9,000.00$1,281,300.00 F77I Tree Lights $130,000.0-01($80,000.00) $50,000.00 Landscaping F-$140,000.001 $57,000.00 $197,000.00 Marketing &" �$14,200.00 Research $424,600.00 $438,800.00 Transportation& Planning $196,357.00 $8,300.00 $204,657.00 Contribution to Fund Balance $54,663.00 $18,406.00[$2;,82;6,676;00 6 Totals $2,750,170.00 $76,506.00 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 $3,648,516.00. This mid -year budget adjustment will increase the unaudited, unassigned fund balance by a total of $18,406.00. The revised Budget and Five Year Service Plan will take effect upon approval by City Council. The City and DFWI will amend the existing management contract to reflect the mid -year adjustments (City Secretary Contract No. 60329). The Downtown PID is located in COUNCIL DISTRICT 9. A Form 1295 is not required because: This M&C does not request approval of a contract with a business entity. FISCAL INFORMATION 1 CERTIFICATION: The Director of Economic Development certifies that upon approval of the recommendations and adoption of the attached appropriation ordinances, funds will be available in the current operating budget, as appropriated, in the FWPID #1 - Downtown 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 by1 William Johnson 5806 Originating Business Unit Head; RobertStums 2663 Additional Information Contact: Lacey Ruiz 2608 Expedited