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HomeMy WebLinkAboutContract 62273-A1CSC No. 62273-Al FIRST AMENDMENT TO CITY SECRETARY CONTRACT NO. 62273. A MANAGEMENT AND IMPROVEMENT SERVICES AGREEMENT Fort Worth Public Improvement District No. 19 (Historic Camp Bowie) This FIRST AMENDMENT TO CITY SECRETARY CONTRACT NUMBER 62273 (First Amendment") is made and entered into by and between the CITY OF FORT WO TH (the "City"), a home -rule municipal corporation organized under the laws of the State of Texas, acting by and through its duly authorized Assistant City Manager, and CAMP BO E DISTRICT, INC., a Texas nonprofit corporation ("Contractor"), acting by and through its duly authorized representative. WHEREAS, the City and Contractor are parties to a Management and Improvement Services Agreement for Fort Worth Public Improvement District No. 19, the same being City Secretary Contract Number 62273 ("Agreement"); WHEREAS, Contractor identified a need to reallocate certain funds between budgeted line items; WHEREAS, on April 22, 2025, the City Council adopted an ordinance approving a revised Fiscal Year 2024-2025 budget and five-year service plan, taking into account the budgetary adjustments; WHEREAS, the parties wish to amend the Agreement to incorporate the revised budget and five- year service plan; and WHEREAS, Exhibit D to the Agreement outlines the Scope of Work to be performed by the Contractor under the Agreement; and the Parties now desire to revise Exhibit D to include additional or amended tasks and responsibilities as mutually agreed upon, to ensure the continued effective implementation of services. NO THEREFORE, for and in consideration of the mutual covenants, promises, and agreements contained herein, the City and Contractor do hereby covenant and agree to amend the Agreement as follows: 1. Exhibit A to the Agreement concerning the Budget and Service Plan for the District is replaced with, and superseded by, a new Exhibit A that is attached to this First Amendment, which is incorporated into the Agreement for all purposes. 2. Exhibit D — Scope of Work is hereby deleted in its entirety and replaced with the revised Exhibit D attached hereto and incorporated herein by reference. 3. All terms of this First Amendment that are capitalized but not defined have the meanings assigned to them in the Agreement. 4. All terms and conditions of the Agreement that are not expressly amended pursuant to this First Amendment will remain in full force and effect. OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX First Amendment to CSC 62273 1 of 3 IN WITNESS WHEREOF, the undersigned have caused this First Amendment to be executed in Fort Worth, Tarrant County, Texas. CITY OF FORT WORTH: CAMP BOWIE DISTRICT, INC. a Texas nonprofit corporation By: cp Name: Jesica McEachern By: Lyd�uajardo ckar May 27, 2025 10:05 CDT) Name: Lydia Guajardo Rickard Title: Assistant City Manager Title: Executive Director Date: 06/10/2025 Date: 05/27/2025 First Amendment to CSC 62273 2 of 3 CITY OF FORT WORTH INTERNAL ROUTING PROCESS: APPROVAL RECOMMENDED: Contract Compliance Manager: By signing, I acknowledge that I am the person responsible for the monitoring and administration of By: this contract, including ensuring all performance and Name: Kevin Gunn reporting requirements. Title: Interim Economic Development Director By: � Name: Crystal Hinojosa APPROVED AS TO FORM AND LEGALITY: Title: Economic Development Manager By. is any Qua�� Name: Trey Qualls Title: Assistant City Attorney Contract Authorization: M&C: 24-0777 (September 17, 2024), 25-0378 (April 22, 2025) Form 1295: 2024-1180097 Qpnn ORrnIIII City Secretary: apFo^ kIId `sV A? °a By Name: Jannette S. Goodall Title: City Secretary OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Exhibit "A" City of Fort Worth Five Year Service Plan - FY 2025 - FY2029 Public Improvement District No. 19 - Historic Camp Bowie MID YEAR ADJUSTMENT FYE 24125 FYE 25126 FYE 26127 FYE 27f28 FYE 28129 REVENUES PID Assessments $ 490,760 $ 510,391 $ 530,806 $ 552,039 $574,120 CCFW Payment in lieu of Services 76,475 38,887 39,665 39,665 40,458 Budget Revenues $ 567,235 S 549,278 S 570.471 $ 591.703 S 614,578 Use of Fund Balance 23,010 - - - - Total Revenues $ 590,245 S 549,278 S 57D.471 $ 591.703 S 614,578 EXPENSES Management Fee 98,162 98,152 114,094 118,341 122,916 Beautification 2D8,00D 208,000 208,DDD 208,000 208,000 Safety & Security 63,000 63,000 66,150 72,765 80,042 Economic Development 98,000 48,000 50,400 55,44D 60,984 Marketing & Communications 96,500 84,000 88,200 97,02D 106,722 Audit 13,000 13,520 14,061 14,623 15,208 City Administrative Fee 10,593 10,593 11,017 11,457 11,916 CRY Administrative Audit 3,000 3,000 3,120 3,245 3,375 Total Budget Expenses $ 590,245 $ 528,265 $ 555,042 $ 580,891 $ 609,162 Contribution to Fund Balance - $ 21,013 $ 15,429 $ 10,812 5,417 Total Expenses $ 590,245 $ 549,278 $ 570,471 $ 591,703 S 614,578 Net Change in Fund Balance $ (23,010) S 21,013 S 15,429 $ 10,812 S 5,417 Beginning Fund balance, Estimated (Yrs 2-5) 164,792 141,762 162,795 178,225 189,037 Estimated Fund Balance, End of Year 141,782 162,795 178,225 189,037 194,454 Reserve Requirement 88,062 92,525 96,835 101,547 101,547 Over (Under) Reserve $ 53,721 S 70,270 S 81,390 $ 87,490 S 92,907 'FY2025 Assessment Rate = $.10 EXHIBIT "D" SCOPE OF WORK (Revised 4/22/2025) Executive Director/PID Manager Additional Scope of Work 10111U 19 WKY.1% 11130 Total Compensation: Executive Director will be paid $120,000 total compensation for management and associated PID management and additional work as detailed below and accounting for each subcategory of the approved service and assessment plan Exhibit A. Compensation Review: Total compensation is subject to annual and midyear reviews for performance increases or cost - of -living adjustments. The Executive Director may qualify for an increase based on the Board of Directors' review, depending on the timing of the Executive Director's entry, and requires majority support from the Board. Any changes to compensation shall require approval of the PID Administrator, following the same process as outlined in Section 6.2 of the agreement. BREAKOUT OF SALARY: Management Fee —10% of salary associated with PID management Manage budget, collect RFPs for vendors. Work with accounting group each month to assemble monthly invoice, downloading of all billing items for backup. Handle all HR issues. Other duties as listed in Section 2 of the Management Agreement. Beautification —15% of salary associated with PID responsibilities Identify annual priorities as beautification projects. Responsible for solidifying funding for projects, developing timelines and implementation of the plans. Identify grant opportunities for application. Work with City of Fort Worth departments and TxDot to develop timeline, feasibility, and implementation of annual projects. Projects could include arbor plantings and replacements, light pole refurbishment and replacement, triangle/pork chop improvements, median improvements. Work completed by the PID Manager that is billed to the City and justified as Beautification must not duplicate the responsibilities of an existing subcontract or the responsibilities of what a typical subcontract for Beautification would achieve for the Public Improvement District. Upon request, the PID Manager must show how the work billed to the City as Beautification is different than an existing subcontract for Beautification. Safety & Security —15% of salary associated with PID responsibilities Identify new programs creating a safer environment for Camp Bowie District. Work with FWPD West Division to create and implement community safety programs. Identify funding opportunities for new programs that do not have budgeted funding in PID budget. Continue programs such as Safety Conversations and meeting individually with businesses in partnership with NPOs to provide evaluations and analysis of properties for safer environments. Continue to focus efforts on reducing the presence of homelessness in the area. Work completed by the PID Manager that is billed to the City and justified as Safety and Security must not duplicate the responsibilities of an existing subcontract or the responsibilities of what a typical subcontract for Safety and Security would achieve for the Public Improvement District. Upon request, the PID Manager must show how the work billed to the City as Safety and Security is different than an existing subcontract for Safety and Security. Economic Development — 40% of salary associated with PID responsibilities Coordinate all efforts with Design Review Committee. Work with Development Services to evaluate all UDC, BOA and Zoning cases to determine variances to existing code. Work with developers to find compromises and create the most beneficial design and development to best suit the vision of Camp Bowie District. Work with City staff members to identify incentive opportunities for future development. Identify blighted areas for redevelopment. Conduct market research to provide brokers and developers with strong reasoning for doing business on the Boulevard. Work completed by the PID Manager that is billed to the City and justified as Economic Development must not duplicate the responsibilities of an existing subcontract or the responsibilities of what a typical subcontract for Economic Development would achieve for the Public Improvement District. Upon request, the PID Manager must show how the work billed to the City as Economic Development is different than an existing subcontract for Economic Development. Marketing & Communications — 20% of salary associated with PID responsibilities Provide support to marketing manager. Develop marketing and communications strategies that position Camp Bowie among varied audiences. Develop visibility and awareness campaigns positioning Camp Bowie District among consumer markets. Continue to support staff member in the implementation of CBDI events such as Holidays on the Boulevard, Camp Bowie Cleanup, and other in -person events. Work completed by the PID Manager that is billed to the City and justified as Marketing and Communication must not duplicate the responsibilities of an existing subcontract or the responsibilities of what a typical subcontract for Marketing and Communications would achieve for the Public Improvement District. Upon request, the PID Manager must show how the work billed to the City as Marketing and Communications is different than an existing subcontract for Marketing and Communications. Subject to Board Approval: Signatures: Edward Schaefer (May 29, 202518:42 CDT) Executive Director/PID Manager: Lydia G U a j a rd O Rickard Board of Directors Representative: Edward Schaefer Date: 05/29/2025 City of Fort Worth, Texas Mayor and Council Communication DATE: 04/22/25 M&C FILE NUMBER: M&C 25-0378 LOG NAME: 17PID19 MIDYEAR FY25 SUBJECT (CD 3 and CD 7) Adopt Ordinance Amending Public Improvement District 19 — Historic Camp Bowie Fiscal Year 2024-2025 Adopted Budget and Five -Year Service Plan; Authorize the Execution of an Amendment to the Associated Management and Improvement Services Agreement with Camp Bowie District, Inc. to Align with these Changes; and Adopt Appropriation Ordinances RECOMMENDATION: It is recommended that the City Council: 1. Adopt the attached ordinance amending Public Improvement District 19 — Historic Camp Bowie 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 2. Authorize the execution of an amendment to the associated Management and Improvement Services Agreement with Camp Bowie District, Inc. (City Secretary Contract No. 62273) to align with these changes; and 3. Adopt the attached appropriation ordinance reallocating estimated receipts and appropriations in the Park & Recreation Department of the General Fund by decreasing appropriations in the General Operating & Maintenance category in the amount of $37,588.00, and increasing appropriations in the Transfers & Other category by the same amount, for the purpose of funding the Fort Worth Public Improvement District 19 — Historic Camp Bowie fund for the Payment In -Lieu of Services; and 4. Adopt the attached appropriation ordinance reallocating estimated receipts and appropriations in the Public Improvement District 19 — Historic Camp Bowie Fund 1) by increasing in the amount of $37,588.00, transferred from Park and Recreation Department, 2) decreasing the use of fund balance in the amount of $2,088.00, and 3) increasing other contractual services account in the amount of $35,500.00, for the purpose of funding expenditures related to the mid -year adjustment. 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 19 — Historic Camp Bowie (Historic Camp Bowie PID) is managed by Camp Bowie District Inc. (CBDI). On September 17, 2024, City Council adopted Ordinance No. 27170-09-2024, approving the Fiscal Year (FY) 2024-2025 Budget, Five -Year Service Plan, Assessment Plan, and Tax Year 2024 Assessment Roll for the Historic Camp Bowie PID. After conducting a mid -year review of the Historic Camp Bowie PID's budget, City staff and CBDI has identified the need to increase Historic Camp Bowie PID's (City of Fort Worth) allocations by $35,500.00 to account for $37,588.00 additional payment in -lieu of services. The additional revenue increase will result in a reduction to the original use of the fund balance in the amount of $2,088.00. Expenditure adjustments are primarily driven by increased investments in economic development to support community mapping for future planning efforts and enhanced marketing and communication initiatives related to contract work. 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. Revenue Adjustments: Line Items to Previously Recommended Amended be Adjusted Approved FY25 Mid -Year FY25 Budget Budget Item Adjustment Item PID $490,760.00 $0.00 $490,760.00 Assessments COFW Payment in lieu $38,887.00 $37,588.00 $76,475.00 of Services Use of Fund $25,098.00 Balance ($2,088.00) $23,010.00 (Totals $554,745.00 $35,500.00 $590,245.00 Expenditure Adjustments: Previously Approved Amended FY25 Recommended FY25 Budget Mid -Year Budget Line Item Item Adjustment Item Ianagement Fee $98,152.00 $0.00 $98,152.00 (Beautification $208,000.00 $0.00 $208,000.00 (Safety & Security $63,000.00 $0.00 $63,000.00 Economic Development $78,000.00 $20,000.00 $98,000.00 IMarketing & Communications $84,000.00 $12,500.00 $96,500.00 lAudit $10,000.00 $3,000.00 $13,000.00 City Administrative Fee $10,593.00 $0.00 $10,593.00 City Administrative Audit $3,000.00 $0.00, $3,000.00 Totals I $554,745.00 $35,500.00I$590,245.00 Upon approval of the above recommendations, the total budgeted expenses for FY 2024-2025 will be $590,245.00. This mid -year adjustment will increase FY25 adopted budget by $35,500.00. The revised Budget and Five -Year Service Plan will take effect upon approval by City Council. The City and CBDI will amend the existing management contract to reflect the mid -year adjustments (City Secretary Contract No. 62273). The Historic Camp Bowie PID is located in COUNCIL DISTRICTS 3 & 7. 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 funds are currently available in the General Fund and upon approval of the above recommendations and adoption of the attached appropriation ordinances, funds will be available in the FWPID #19 — Hist Camp Bowie Fund. Prior to an expenditure being incurred, the Economic Development Department has the responsibility of verifying the availability of funds. Submitted for Citv Manaaer's Office bv: Jesica McEachern 5804 Oriainatina Business Unit Head: Kevin Gunn 2015 Additional Information Contact: Crystal Hinojosa 7808 Expedited