HomeMy WebLinkAboutOrdinance 27985-09-2025Ordinance No.
1. AN ORDINANCE INCREASING ESTIMATED RECEIPTS AND APPROPRIATIONS IN THE
FORT WORTH PUBLIC IMPROVEMENT DISTRICT 07 -HERITAGE FUND IN THE
AMOUNT OF $2,850,470.00,OF WHICH (1)$2,447,862.00 IS FROM AVAILABLE FUNDS
AND (2)$402,608.00 IS FROM AVAILABLE UNRESERVED FUND BALANCE,FOR THE PURPOSE OF
FUNDING PUBLIC IMPROVEMENT DISTRICT 07 –HERITAGE FUND FY 2025-26 BUDGET;
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 2024-2025 in the
Budget of the City Manager, there shall also be increased estimated receipts and appropriations in the Fort
Worth Public Improvement District 07 - Heritage Fund in the amount of $2,850,470.00, of which (1)
$2,447,862.00 is from available funds and (2) $402,608.00 is from available unreserved fund balance. for the
purpose of funding Public Improvement District 07 Heritage Fund FY 2025-26 budget.
SECTION 2.
That should any portion, section or part of a section of this ordinance be declared invalid, inoperative or void
for any reason by a court of competent jurisdiction, such decision, opinion or judgment shall in no way impair
the remaining portions, sections, or parts of sections of this ordinance, which said remaining provisions shall
be and remain in full force and effect.
SECTION 3.
That this ordinance shall be cumulative of Ordinance 27107-09-2024 and all other ordinances and
appropriations amending the same except in those instances where the provisions of this ordinance are in
direct conflict with such other ordinances and appropriations, in which instance said conflicting provisions of
said prior ordinances and appropriations are hereby expressly repealed.
SECTION 4.
This ordinance shall take effect upon adoption.
APPROVED AS TO FORM AND LEGALITY:
___________________________________
Assistant City Attorney
CITY SECRETARY
_________________________
Jannette S. Goodall
City Secretary
ADOPTED AND EFFECTIVE:
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Source: Planning and Data Analytics
Date: July 2020
�OCopyright 2020 City of Fort Worth. Unauthorized reproduction is a violation of applicable laws. This product is for informational purposes and may
not have been prepared for or be suitable for legal, engineering, or surveying purposes. It does not represent an on-the-ground survey and represents
only the approximate relative location of property boundaries. The City of Fort Worth assumes no responsibility for the accuracy of said data.
,� 0 1,250 2,500 5,000 Feet
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Heritage
Addition
City of Fort Woth Five Year Service PlanFY 25/26FY 26/27FY 27/28FY 28/29FY 29/30REVENUESPID Assessments2,161,087$ 2,225,920$ 2,292,697$ 2,361,478$ 2,432,322$ COFW Payment in lieu of Services266,068 274,050 282,272 290,740 299,462 COFW Assessment20,707 20,707 20,707 20,707 20,707 Total Budgeted Revenues2,447,862$ 2,520,677$ 2,595,676$ 2,672,925$ 2,752,491$ Use of Fund Balance402,608$ 18,220$ -$ -$ -$ Total Revenues2,850,470$ 2,538,897$ 2,595,676$ 2,672,925$ 2,752,491$ EXPENSESManagement Fee185,900$ 189,618$ 193,410$ 197,279$ 201,224$ Utilities283,850 289,527 295,318 301,224 307,248 Landscaping1,268,865 1,294,242 1,320,127 1,346,530 1,373,460 Common Area Maintenance 181,572 185,203 210,058 216,360 222,851 Security Enhancement 105,000 94,000 95,880 97,798 99,754 Advertising 500 500 500 500 500 Public Event 85,000 86,700 88,434 90,203 92,007 Association Employees57,974 59,133 60,316 61,522 62,753 Capital Improvements629,852 286,559 200,000 206,000 212,180 Annual Review 3,000 3,000 3,000 3,000 3,000 City Administrative Fee48,957 50,414 51,914 53,459 55,050 Total Budgeted Expenses2,850,470$ 2,538,897$ 2,518,957$ 2,573,873$ 2,630,027$ Contribution to Fund Balance-$ -$ 76,719$ 99,052$ 122,465$ Total Expense2,850,470$ 2,538,897$ 2,595,676$ 2,672,925$ 2,752,491$ Net Change in Fund Balance(402,608)$ (18,220)$ 76,719$ 99,052$ 122,465$ Estimated Fund Balance, Beginning of Year848,400$ 445,792$ 427,572$ 504,291$ 603,343$ Estimated Fund Balance, End of Year445,792$ 427,572$ 504,291$ 603,343$ 725,807$ Reserve Requirement423,234 419,910 429,065 438,425 438,425 Over (Under) Reserve22,558$ 7,662$ 75,226$ 164,917$ 287,382$ *FY25/26 Assessment Rate = $.145 Residential/ $.125 CommercialPublic Improvement District No. 7 - Heritage
City of Fort Woth
Budget Narrative
Public Improvement District No. 7 - Heritage
Management Fee
This line item funds the contracted General Manager and administrative support provided by Castle Group.
Services include oversight of all PID vendors, coordination with the Advisory Board and City staff, project and
budget management, meeting preparation, communications, compliance tracking, service monitoring, issue
transparency and alignment with City requirements.
Supports SAP Goals: Administration and coordination of PID programs and operations.
Subcategory:
Administrative (Insurance & Professional Planning)
This subcategory includes administrative overhead costs necessary for PID compliance and long-term financial
planning. It covers the D&O insurance premium, which protects the Board and management from liability, and a
one-time reserve study contracted with Reserve Advisors in June 2025. These items support strategic decision-
making and risk management, in alignment with City and PID policy standards.
Utilities
Covers electricity and water charges for PID-owned infrastructure, including irrigation controllers, monument
lighting, uplighting, fountains, and other irrigation-dependent assets. Proper utility service ensures the aesthetic
value and sustainability of district landscaping and lighting systems.
Supports SAP Goals: Beautification, infrastructure maintenance, and environmental stewardship.
Landscaping
This budget category funds weekly maintenance and beautification of public spaces throughout PID 7, including
medians, trails, entries, and rights-of-way. A clean and visually appealing environment supports property values,
public safety, and overall quality of life.
Services include mowing, trimming, tree care, seasonal color installation, litter removal, irrigation system
management, mulching, and weed control. The contractor may also respond to weather-related damage, storm
debris removal, and special beautification efforts for district events.
beautification, infrastructure care, and public space improvements.
Supports SAP Goals: Beautification, infrastructure maintenance, and enhancement of public spaces.
City of Fort Woth
Budget Narrative
Common Area Maintenance
Funds routine and emergency maintenance services that fall outside of landscaping, including fence and
monument repairs, lighting maintenance, porter services, pest control, holiday lighting, signage repair, and power
washing. This category ensures that all non-landscape features are clean, functional, and welcoming.
Supports SAP Goals: Infrastructure upkeep and community enhancement.
Security Enhancement
improvements, and future patrol coordination. Investments are based on resident feedback, law enforcement
recommendations, and community needs.
Supports SAP Goals: Safety, crime deterrence, and public confidence.
Advertising
Includes the design and distribution of PID-branded materials, flyers, signage, and digital communications to
promote transparency and inform the community about projects, services, and events. Enhances resident
awareness and encourages involvement.
Supports SAP Goals: Public engagement and communication.
Public Event
Provides funding for Freedom Fest and other seasonal events that promote civic pride and neighborhood
connection. Budget includes vendor fees, permits, supplies, entertainment, insurance, and on-site logistics.
Supports SAP Goals: Community building and quality of life.
Association Employees
Funds the full-time PID 7 Maintenance Technician employed through Castle Group. This position performs daily
inspections, addresses minor repairs, and assists with project oversight and vendor support. The role provides
immediate response and quality control for service delivery.
Supports SAP Goals: Efficient maintenance and service quality oversight.
Capital Improvements
Supports long-range infrastructure upgrades such as major irrigation retrofits, erosion control, wall restoration,
drainage improvements, and sidewalk/trail repairs. Projects are selected based on performance evaluations, site
conditions, and long-term value. The FY25/26 budget also includes implementation of Phase I reserve study
recommendations.
Supports SAP Goals: Infrastructure renewal and long-term sustainability.
Annual Review
Covers the required third-party financial review and audit to ensure PID financial compliance with City policy and
Texas Local Government Code Chapter 372. Promotes transparency, financial accuracy, and public trust.
Supports SAP Goals: Accountability and fiduciary responsibility.
City of Fort Woth
Budget Narrative
City Administrative Fee
This mandatory 2% fee is paid to the City of Fort Worth for administrative oversight, policy enforcement, contract
and invoice processing, and support services. Ensures the PID remains compliant with City procedures.
Supports SAP Goals: Regulatory compliance and administrative continuity.
City of Fort Worth,
Mayor and
DATE: 09/16/25
Texas
Council Communication
M&C FILE NUMBER: M&C 25-0815
LOG NAME: 03PID07FY26
SUBJECT
(CD 4 and CD 10) Conduct Public Benefit Hearing for Fort Worth Public Improvement District 7- Heritage; Adopt the Attached Ordinance (1)
Approving and Adopting the Fiscal Year 2025-2026 Budget, Five-Year Service Plan, Assessment Plan, and Tax Year 2025 Assessment Roll, and
(2) Levying Special Assessments for the 2025 Tax Year at a Rate of $0.145 Per Each $100.00 of Residential Property Value and $0.125 Per Each
$100.00 of Commercial Property Value; Authorize Execution of Agreement with Castle Group Texas, LLC, in the Amount of $185,900.00 to
Manage the Public Improvement District; and Adopt Appropriation Ordinance
(PUBLIC HEARING - a. Staff Available for Questions: Holly Fortes; b. Public Comment; c. Council Action: Close Public Hearing and Act on M&C)
RECOMMENDATION:
It is recommended that the City Council:
1. Conduct a public benefit hearing concerning the proposed special assessments on the property located in Fort Worth Public Improvement
District 7- Heritage for the 2025 tax year;
2. Adopt the attached ordinance (1) approving and adopting the fiscal year 2025-2026 budget in the amount of $2,850,470.00, five-year
service plan, assessment plan, and tax year 2025 assessment roll (on file with the City Secretary) for the Heritage Public Improvement
District; and (2) levying special assessments on privately-owned property located in the Heritage Public Improvement District for the
2025 tax year at the rates of $0.145 per each $100.00 of residential property value and $0.125 per each $100.00 of commercial property
value (Service Assessment Plan and Assessment Ordinance);
3. Direct the City Secretary to record a copy of the Service Assessment Plan and Assessment Ordinance in the real property records of Tarrant
County, Texas no later than the seventh (7th) day after adoption by the City Council;
4. Authorize the execution of an agreement with Castle Group Texas, LLC, in the amount of $185,900.00 to provide management of the
improvements and services for the Heritage Public Improvement District during Fiscal Year 2025-2026; and
5. Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in the Fort Worth Public Improvement District
7- Heritage Fund in the amount of $2,850,470.00, of which (1) $2,447,862.00 is from available funds and (2) $402,608.00 is from available
unreserved fund balance.
DISCUSSION:
On September 26, 2000, the City Council adopted Resolution No. 2675 establishing Fort Worth Public Improvement District No. 7- Heritage
(Heritage PID).
The purpose of this benefit hearing is to receive comments from the public regarding the Fiscal Year 2025-2026 budget and five-year service plan
for the Heritage PID and the proposed assessments to be levied on each privately-owned property in the Heritage PID for the 2025 tax
year. Following the public hearing, it is recommended that the City Council take the following actions: adopt the attached ordinances (1) approving
and adopting the budget, five-year service plan, assessment plan, and assessment roll; (2) levying the proposed assessments; and (3)
appropriating funds.
The improvements and services to be provided in the Heritage PID during the Fiscal Year 2025-2026 and the costs thereof are as follows:
Fiscal Year 2026 Budget
IlTotal Expense _ I $ 2,850,470.00I
The total budgeted costs of the improvements are in the amount of $2,850,470.00. Of this amount, $2,161,087.00 will be funded by assessments
collected on privately owned parcels located in the Heritage PID by applying a rate of $0.145 per each $100.00 of property value for residential
property and $0.125 per each $100.00 of property value for commercial property, representing an increase of one and a half cents over the prior
year. The remainder of the costs in the amount of $689,383.00 will be funded by other revenue sources including: (a) $266,068.00 in direct
payments from the City for Payment In-Lieu of Services (b) $20,707.00 in direct payment from the City for Payment In-Lieu of Assessments, which
are calculated at the same rate as privately-owned parcels, and (c) $402,608.00 transferred from the unaudited, unassigned fund balance.
On August 26, 2025, the City Council conducted a public hearing to receive comments on the proposed 2025-2026 Fiscal Year Budget, Five-Year
Service Plan, and 2025 Assessments for the Heritage PID. Notice of the August 26, 2025, benefit hearing and this hearing were published in
the Fort Worth Star-Telegram and mailed to all owners of property on record in the Heritage PID on August 15, 2025, in accordance with state
law.
Funding will be budgeted within the FWPID #7 - Heritage Fund for Fiscal Year 2026.
The Heritage PID is located in COUNCIL DISTRICTS 4& 10.
FISCAL INFORMATION / CERTIFICATION:
The Director of Finance certifies that upon approval of the above recommendations and the adoption of the Fiscal Year 2026 Budget by the City
Council, funds will be available in the Fiscal Year 2026 operating budget, as appropriated, in the FWPID #7 - Heritage Fund. Prior to any
expenditure being incurred, the FWLab Department has the responsibility to validate the availability of funds.
Submitted for City Manager's Office bk
Originating Business Unit Head: Christianne Simmons 6222
Additional Information Contact: Brady Kirk 8712