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HomeMy WebLinkAboutOrdinance 27592-04-2025Ordinance No. 27592-04-2025 AN ORDINANCE REALLOCATING ESTIMATED RECEIPTS AND APPROPRIATIONS IN THE FORT WORTH PUBLIC IMPROVEMENT DISTRICT 12- CHAPEL HILL FUND BY DECREASING APPROPRIATIONS IN THE TRANSFERS & OTHER CATEGORIES IN THE AMOUNT OF $55,500.00, AND INCREASING APPROPRIATIONS IN THE GENERAL OPERATING & MAINTENANCE CATEGORY BY THE SAME AMOUNT, FOR THE PURPOSE OF FUNDING MID -YEAR BUDGET ADJUSTMENTS; 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 the budget of the City of Fort Worth for Fiscal Year 2024-2025, as enacted by Ordinance 27107-09- 2024, as amended, is hereby further amended to make the following reallocations to the Fort Worth Public Improvement District 12- Chapel Hill Fund by decreasing appropriations in the transfers & other categories in the amount of $55,500.00, and increasing appropriations in the General operating & maintenance category by the same amount, for the purpose of funding mid -year budget adjustments. 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 j urisdiction, such decision, opinion or j udgment 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 27107-09-2024, 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in which instance said confl icting provisions of said prior ordinances and appropriations are hereby expressly repealed.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: G r CON-5-for, Larry CoUisfer (Apr 30, 202515:20 CDT) Assistant City Attorney ADOPTED AND EFFECTIVE: April 22, 2025 CITY SECRETARY �,�..,�.. a .,fib. Jannette S. Goodall City Secretary City of Fort Worth Five Year Service Plan FY 24-25 - FY 27-28 Public Improvement District No.12 - Chapel Hill MID YEAR ADJUSTMENT FY24125 FY25126 FY26127 FY27128 FY28129 REVENUES PIDAssessments $ 421,111 $ 433,744 $ 446,757 $ 460,159 $ 473,984 City Payment in Lieu -Assessments $ 1,035 Total Budgeted Revenues $ 422,146 $ 433,744 $ 446,757 $ 460,159 $ 473,964 Total Funds Available for Use $ 422,146 $ 433,744 $ 446,757 $ 460,159 $ 473,964 EXPENSES Management Fee $ 15,072 $ 15,373 $ 15,681 $ 15,995 $ 16.314 Utilities 22,300 $ 22,746 $ 23,201 $ 23,665 $ 24.138 Security 50,000 $ 51.500 $ 53,045 $ 64,636 $ 56,276 Landscaping 149,936 $ 86,635 $ 88.367 $ 90,135 $ 91,937 Common Area Maintenance 82.000 $ 83,640 $ 85,313 $ 87,019 $ 88.759 Communications 8,000 $ 8,180 $ 8,323 $ 8,490 $ 8,659 AuditlAnnual Review 3,000 $ 3,060 $ 3,121 $ 3,184 $ 3,247 Capital Improvements 83,200 $ 84,864 $ 86.561 $ 88,293 $ 90,058 City Administrative Fee 8.422 $ 8,590 $ 8.762 $ 8,937 9,479 Total Budgeted Expenses $ 421,930 $ 364,569 $ 372,375 $ 380,353 $ 388,869 Contribution to Fund Balance 216 69,176 74,382 79,806 85.095 Total Expenses 422,146 433,744 446,757 460,159 473,964 Net Change in Fund Balance $ 216 69,176 74,382 79,806 $ 85,095 Beginning Fund Balance, Estimated (Yrs 2-5) 488,826 489,042 558,218 632,599 712,406 Estimated Fund Balance, End of Year 489,042 558,218 632,599 712,406 797,501 Reserve Requirement 60,774 60,774 62,075 63,405 64,825 Over (Under) Reserve $ 428,268 497,444 570,525 649,001 732,676 •FY2025 Assessment Rate = $.14 City of Fort Worth, Texas Mayor and Council Communication DATE: 04/22/25 M&C FILE NUMBER: M&C 25-0372 LOG NAME: 17PID12 MIDYEAR FY25 SUBJECT (CD 7) Adopt Ordinance Amending the FortWorth Public Improvement District 12 -- Chapel Hill Fiscal Year 2024-2025 Adopted Budget and Five - Year Service Plan and Adopt Appropriation Ordinance RECOMMENDATION: It is recommended that the City Council: Adopt the attached ordinance amending the Public Improvement District 12 -- Chapel Hill Fiscal Year 2024-2025 Budget and Five -Year Service Plan 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; and Adopt the attached appropriation ordinance reallocating estimated receipts and appropriations in the Fort Worth Public Improvement District 12- Chapel Hill Fund by decreasing appropriations in the transfers & other categories in the amount of $55,500.00, and increasing appropriations in the General operating & maintenance category by the same amount, for the purpose of funding mid -year budget adjustments. 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 12—Chapel Hill (or the Chapel Hill PID) is managed by FirstService Residential Texas PID, LLC (FirstService). 1 On September 17, 2024, City Council adopted Ordinance No. 27164-09 2024, approving the Fiscal Year (FY) 2024-2025 Budget, Five -Year Service Plan, Assessment Plan, and Tax Year2024 Assessment Roll for the Chapel Hill PID. After conducting,a mid year review of the Chapel Hill PID's budget, City staff and FirstService Residential Texas PID, LLC, have identified the need to reallocate funds in Chapel Hill PID's budget in the amount of $55,500.00, for the purpose of mid -year budget adjustments. The primary factors contributing to expenditure adjustments include increased spending on utilities, adding security as a line item to fund security patrols, and decreasing the amount contributed to the fund balance. Revenue Adjustments: Previously Recommended Amended Line Item Approved FY25 Mid Year FY25 Budget Budget Item Adjustment Item PID Assessments $421,111.00 $0.00 $421,111.00 COFW Assessment $1,035.00 $0.00 $1,035.00 Totals $422,146.00 $0.00 $422,146,00 Expenditure Adjustments: Line Item Previously Approved FY25 Budget Item Recommended Mid -Year Adjustment Amended FY25 Budget Item Management Fee 1 $15,072.00 $0.00 $15,072.00 Utilities $16,800.0011 $5,500.00 $22,300.00 Security so. oll $50,000.00 $50,000.00 Landscaping $149,936.00 $0.00 $149,936.00 Common Area Maintenance $82,000.00 $0.00 $82.000.00 Communications F—sudo-ooll $0.00 $8,000.00 Audit/Annual Review $3,000.0-011 $0.00 $3,OOD.00 Capital improvements =1 $83,200.00 $0.00 $83,200.00 City Administrative Fee Contribution to Fund Balance $8,422.001 $55,716A0 $0.00 ($55,500.00) $8,422.00 $216.00 Totals $422,146A0 $0.00 $422,146A0 Upon approval of the above recommendation, the total budgeted expenses for FY 2024-2025 will be $422,146.00. The revised Budget and Five - Year Service Plan will take effect upon approval by City Council. The City and FirstService will amend the existing management contract to reflect the mid -year adjustment (City Secretary Contract No.62187). The Chapel Hill PID is located in COUNCIL DISTRICT 7. 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 Finance certifies that upon approval of the above recommendations and adoption of the ordinance, funds will be available in the current operating budget, as appropriated, in the FWPID #12 - Chapel Hill 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 bv: .lesica McEachem 5804 Originating Business Unit Head: Kevin Gunn 2015 Additional Information Contact: Crystal Hinojosa 7808 Expedited