HomeMy WebLinkAboutOrdinance 18792-09-2009ORDINANCE NO 18792-09-2009
AN ORDINANCE ORDERING THE LEVY OF SPECIAL ASSESSMENTS
FOR THE COST OF CERTAIN IMPROVEMENTS AND/OR SERVICES
PROVIDED IN FORT WORTH PUBLIC IMPROVEMENT DISTRICT NO 7
DURING FISCAL YEAR 2009-10 SETTING CHARGES AND LIENS,
AGAINST PROPERTY IN THE DISTRICT AND AGAINST THE OWNERS
THEREOF PROVIDING FOR THE COLLECTION OF SUCH
ASSESSMENTS RESERVING UNTO THE CITY COUNCIL THE RIGHT TO
ALLOW CREDITS REDUCING THE AMOUNT OF THE RESPECTIVE
ASSESSMENT TO THE EXTENT OF ANY CREDIT GRANTED AND
PROVIDING AN EFFECTIVE DATE.
WHEREAS, the City Council of the City of Fort Worth, Texas, has heretofore directed that
certain improvements and/or services shall be provided in the Fort Worth Public Improvement
Distract No 7 (the `District") during Fiscal Year 2009-10 and
WHEREAS, the boundaries of the Distract are Wall Price Keller Road and Alta Road on the
north, Shiver Road to North Beach Street passing through the Park Green Belt on the south, Park
Vista Boulevard at Shiver Road to Wall Price Keller Road on the east; and North Riverside Drive on
the west; and
WHEREAS, the improvements and services to be provided m the Distract during the 2009-
2010 fiscal year and the estimated costs of such improvements and services, are as follows
Improvements and Services ''~ Total Budgeted Costs
'.Management Fee ~ 73 006
_ .
.,Water 221 193
Electric/Maintenance 42,135
Imgation
80 000
Landscape/Tree Maintenance ~ 514,227
ence Maintenancei~ 65
Holiday Lighting
22,000
Common Area Maintenance ~ 90 711
Securaty Patrols '~ 27
Replacements 161 122
Insurance 5 620
Community Events 15 000
Annual Review (Audit) 2,
City Administration
Subsidy Repayment
25,378
198,3
__ _ _.
c_
Budget Expenses :~ 1,542,712
:Estimated Operating Reserve 400 000
-__~
;Total Expenses ~ $1,942,712
The total budgeted costs of the improvements are $1,942,712 Of this amount, $1,268,913 will be
funded by assessments collected on privately owned parcels located m the distract. The remainder of
the costs, $673 799 will be funded by other revenue sources, including:
$121,341 m a direct payment from the City for payment m lieu of services, which was
appropriated from the General Fund balance by City Council action on September 8 2009
An estimated $12,000 from payments of $200 per residential lot when purchased, and
$540 458 from prior years assessments and revenues, and
WHEREAS, the City Council has found that the above referenced improvements and
services confer a special benefit on property located in the District; and
WHEREAS, the improvements shall be provided by Premier Communities Management
Company under a contract with the City and
WHEREAS the assessments shall be based on the value of each parcel on January 1 2009
including the value of the structures on other improvements, with the assessment on each parcel to be
determined by applying the following rates per each $100 of property value•
Type of Property Rate
Residential $0.21 per $100 of value
Commercial $0 11 per $100 of value
WHEREAS, such proposed assessment roll was approved and adopted by the City Council
of the City of Fort Worth, and a time and place was set for a hearing, and the proper notice of the
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time, place and purpose of said hearing was given and said hearing was held at the time and place
fixed therefore, to-wit, on the 8th day of September 2009 at 7.00 p.m. in the Council Chamber in the
City Hall in the Crty of Fort Worth, Texas, and at such heanng various protests and ob3ections were
made, and all desirang to be heard were given a full and fair opportunity to be heard, and the Crty
Council, having fully considered all proper matters, is of the opinion that the said heanng should be
closed and assessments should be made and levied as herein ordered.
NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY
OF FORT WORTH, TEXAS
SECTION 1
Said heanng be, and the same is hereby closed and the said protest and ob~echons, and any
and all other protests and objections, whether herein enumerated or not, be and the same are hereby
overruled.
SECTION 2.
The City Council, from the evidence, finds that the assessments herein described should be
made and levied against the respective parcels of property m the Distract and against the owners of
such property Such assessments and charges are right and proper and are substantially in proportion
to the benefits to the respective parcels of property by means of the improvements in the Distract for
which such assessments are levied and establish substantial justice and equality and uniformity
between all parties concerned, considering the benefits received and burdens imposed. The City
Council further finds that m each case the property assessed is specially benefited m enhanced value
to the said property by means of the said improvements m the Distract and for which assessment is
levied and charge made, m a sum m excess of said assessment and charge made against the same by
this ordinance, and further finds that the apportionment of the cost of the improvements is m
accordance with the law m force m this City and the proceedings of the Crty heretofore had with
reference to said improvements, and is m all respects valid and regular The City Council, from the
evidence, further finds that the values of the respective parcels of property on January 1 2009 are
true and correct.
SECTION 3.
There shall be, and are hereby levied and assessed against the parcels of property in the
Distract and against the real and true owners thereof (whether such owners be correctly named herein
or not), the sums of money itemized per parcel of property and the owners thereof, as far as such
owners are known.
SECTION 4
Where more than one person, firm or corporation owns an interest m any property described
herein, each said person, firm or corporation shall be personally liable only for its, her or his pro rata
share of the total assessment against such property m proportion to its, his or her respective interest to
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the total ownership such property and rts, his or her respective interest m such property may be
released from the assessment hen upon payment of a proportionate sum.
SECTION 5.
The several sums above mentioned and assessed against the said parcels of property and
owners thereof, and penalty and interest thereon at the rate prescribed by Chapter 372, Subchapter A,
Sections 372 018(b) et seq of the Local Government Code (the Public Improvements Distract
Assessment Act), together with reasonable attorney's fees and cost of collection, tf incurred, are
hereby declared to be and are made a lien upon the respective parcels of property against which the
same are assessed, and a personal habihty and charge against the real and true owners of such
property whether such owners be correctly named herein or not, and the said hens shall be and
constitute the first enforceable hen and claim against the property on which such assessments are
levied, and shall be a first and paramount hen thereon, superior to all other hens and claims, except
state, county school distract and city ad valorem taxes. A copy of this ordinance maybe filed with the
County Clerk of Tarrant County Texas, and when so filed shall constitute complete and adequate
legal notice to the public concerning the liens hereby assessed against the respective parcels of
property and the owners thereof.
'The sums so assessed against the respective parcels of property and the owners thereof shall
be and become due and payable as follows, to-wit: The assessments shall be payable on or before
January 31 2010 and shall become delinquent if not paid by February 1 2010 The entire amount
assessed against each parcel of property shall bear penalty and interest, from and after February 1
2010 at the same rate as prescribed by law for any delinquent ad valorem tax until paid.
SECTION 6.
If default shall be made in the payment of any assessments, collection thereof shall be
enforced by suit m any court of competent jurisdiction, and said City shall exercise all of its lawful
powers to aid in the enforcement and collection of said assessments.
SECTION 7
The total amount assessed against the respective parcels of property and the owners thereof,
is m accordance with the proceedings of the City relating to said improvements and assessments
thereof and is less than the proportion of the cost allowed and permitted by the law m force m the
City
SECTION 8.
Although the aforementioned charges have been fixed, levied and assessed m the respective
amounts herein stated, the City Council does hereby reserve unto itself the right to reduce the
aforementioned assessments by allowing credits to certain property owners where deemed
appropriate. Notwrthstandmg the City Council has herein reserved the right to issue credits, rt shall
not be required to issue credits, and will not do so if same would result m any inequity and/or unjust
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discrimination.
The principal amount of each of the several assessments levied by the City of Fort Worth,
Texas, as hereinafter provided, shall be fixed and determined by deducting from the amount of any
assessment herein levied such amount or amounts, if any as may hereafter be allowed by the City
Council as a credit against the respective assessments.
SECTION 9
Full power to make and levy reassessments and to correct mistakes, errors, invalidates or
irregularities in the assessments are, in accordance with the law in force m this City vested m the
City
SECTION 10
All assessments levied are a personal liability and charge against the real and true owners of
the property described, notwithstanding such owners may not be named, or may be incorrectly
named.
SECTION 11
In any suit upon any assessment or reassessment, it shall be sufficient to allege the substance
of the provision recited in this ordinance and that such recitals are in fact true, and further allegations
with reference to the proceedings relating to such assessment and reassessment shall not be
necessary
SECTION 12.
The assessments levied are made and levied under and by virtue of the terms, powers and
provisions of Chapter 372, Subchapter A, Sections 372 001 et seq of the Texas Local Government
Code (the Public Improvements Distract Assessment Act)
SECTION 13.
Should any portion, secrion 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 14
That this ordinance shall be cumulative of Ordinance No 15673 and all other ordinances and
appropriations amending the same except m those instances where the provisions of this ordinance
are m direct conflict with such other ordinances and appropriations, inwhich instance said conflicting
provisions of said prior ordinances and appropriations are hereby expressly repealed.
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SECTION 15.
This ordinance shall take effect and be in full force and effect from and after the date of its
passage and rt is so ordained.
APPROVED AS TO FORM AND LEGALITY
By
Peter Vaky
Assistant City Attorney
M&C BH 242
ADOPTED AND EFFECTIVE September 8, 2009
City of Fort Worth
Five Year Service Plan
Public Improvement District No. 7 HERITAGE
ORDINANCE NO 18792-09-2009
18793-09-2009 & 18794-09-2009
REVENUES
Assessment Revenues
City Reimbursement
Initiation Fee
Prior Year Assessment
Total Revenues
EXPENSES
Management Fee
Water
Electric/Maintenance
Irrigation
Landscape/Tree Maintenance
Fence Maintenance
Holiday Lighting
Common Area Maintenance
Security Patrols
Replacements
Insurance
Community Events
Annual Review
City Administration
Surplus Capital Improvements
Subsidy Repayment
Budget Expenses
Estimated Operating Reserve
FY 09110 FY 10/11 FY 11 /12 FY 12/13 FY 13/14
1,268,913 1,344,513 1,420,113 1,422,633 1,465,312
121,341 127,408 133,778 140,467 147,491
12,000 12,000 2,800
540,458 $400,000 $400,000 $400,000 $400,000
$1 941,711 $1 tftS:i 917 ~~ 9bn b9~ ~.i yn3 "luu ~[,u i~,auo
73 006 74 834 75 827 78,063 80 366
221 193 258,527 277 623 312,057 333 901
42,135 59 384 57 291 49 967 52, 722
80 000 85 600 91 592 98,003 80 000
514,227 535 175 554 078 589 998 606 007
65 000 55 000 65 000 55 000 55 000
22,000 25 000 27 000 27 000 27 000
90 711 82;389 77 516 72,161 74 961
27 000 30 000 33 000 33 000 33 000
161 122 138,000 160 000 110 000 110 000
5 620 5 789 5 962 6 141 6 325
15 000 30 000 30 000 30 000 30 000
2,000 2,060 2 ,122 2,185 2, 251
25 378 26,890 28 402 28 453 29 306
75 273 71 ,278 71 072 91 963
198 320
$1 542,712 $1 483,921 $1 556 691 $1 563 100 $1 612,803
400 000 400 000 400 000 400 000 400 000
Total Expenses $1 942,712 $1 883 921 $1 956 691 $1 963,100 $2,012,803
City of Fort Worth, Texas
Mayor and Council Communication
~~ _,
~._
COUNCIL ACTION: Approved `on 9/8/2009 - ora Nos. 18792-09-2009, 18793-09-2009.8
18794-09-2009
DATE Tuesday September 08 2009
LOG NAME 17PID07BENHEAR2009
REFERENCE NO BH-242
SUBJECT
Conduct Benefit Hearing for Fort Worth Public Improvement District 7 (Heritage) Concerning Proposed
2009-2010 Budget and Five-Year Service Plan and Proposed Assessment; Adopt Ordinance Levying
Special Assessments for the 2009 Tax Year Adopt Appropriation Ordinances to Increase Estimated
Receipts in the the Special Assessment District Fund and Special Trust Fund for Fiscal Year 2009-2010
and Authorize Execution of an Agreement with Premier Communities Management Company to Manage
the District
RECOMMENDATION
It is recommended that the City Council
1 Conduct a benefit hearing concerning the proposed special assessments on property located in Fort
Worth Public Improvement District 7 (Heritage PID) for Fiscal Year 2009-2010
2. Approve the attached 2009-2010 Fiscal Year budget and five-year service plan for the Heritage PID
3 Adopt the attached ordinance levying special assessments on property in the Heritage PID subject to
assessment in the 2009 tax year
4 Authorize the transfer of $121 341 00 from the General Fund to the Special Assessment District Fund
(Public Improvement District 7 Fiscal Year 2009-2010 Project Account) for the City's payment in lieu of
services
5 Adopt the attached appropriation ordinance increasing estimated receipts and appropriations by
$1 390 254 00 in the Special Assessment District Fund (Public Improvement District 7 Fiscal Year 2009-
2010 Project Account) from available funds
6 Authorize the transfer of $25 378 00 for administrative fees from the Special Assessment District Fund
(Public Improvement District 7 Fiscal Year 2009-2010 Project Account) to the Special Trust Fund
contingent upon the adoption of the attached ordinance levying assessments
7 Adopt the attached appropriation ordinance increasing estimated receipts and appropriations in the
Special Trust Fund by $25 378 00 from available funds and
8 Authorize the City Manager to execute an Agreement with Premier Communities Management
Company to provide management and improvement services for the Heritage PID during Fiscal Year
2009-2010 for the sum of $73 006 00
DISCUSSION
Logname• 17PID07BENHEAR2009 Page 1 of 3
On September 26 2000 the City Council adopted Resolution No 2675 (M&C G-13021) establishing the
Fort Worth Public Improvement District 7 (Heritage PID)
The purpose of this benefit hearing is to receive comments from the public regarding the 2009-2010 Fiscal
Year budget and five-year service plan for the PID and the proposed assessments to be levied on each
property in the PID for the 2009 tax year Following the public hearing it is recommended that he City
Council approve the attached budget and five-year service plan of the PID adopt the attached ordinance
levying the proposed assessments and adopt the attached appropriation ordinances allocating estimated
receipts to the Heritage PID's fund
On August 25 2009 (M&C G-16677) the City Council conducted a public hearing to receive comments on
the proposed 2009-2010 Fiscal Year budget and five-year service plan for the PID Notice of this benefit
hearing was published in the newspaper and mailed to all record owners of property in the Heritage PID in
accordance with State law
The improvements and services to be provided in the PlD during the 2009-2010 Fiscal Year and the costs
thereof are
Improvements
Management Fee
Water
Electric/Maintenance
Irrigation
Landscape/Tree Maintenance
Fence Maintenance
Holiday Lighting
Common Area Maintenance
Security Patrols
Replacements
Insurance
Community Events
Annual Review
City Administration
Subsidy Repayment
Budget Expenses
Estimated Operating Reserve
Total Expenses
Total Budgeted Costs
$73 006 00
$221 193 00
$42 135 00
$80 000 00
$514,22700
$65 000 00
$22 000 00
$90 711 00
$27 000 00
$161 122 00
$5 620 00
$15 000 00
$2 000 00
$25 378 00
$198,320.00
$1 542,712 00
$400,000.00
$1,942,712.00
The total budgeted costs of the improvements are $1 942 712 00 Of this amount, $1 268 913 00 will be
funded by assessments collected on privately owned parcels located in the district by applying a rate of
$0 21 to each $100 00 of property value for residential property and $0 11 to each $100 00 of property
value for commercial property The remainder of the costs $673 799 00 will be funded by other revenue
sources including $121 341 00 in a direct payment from the City for payment in lieu of services
$12 000 00 from the district' s Builder Assessment of $200 00 per lot and $540 458 00 from prior years
assessments
The Heritage PID is located in COUNCIL DISTRICT 2
FISCAL INFORMATION /CERTIFICATION
The Financial Management Services Director certifies that upon approval of the above recommendations
and adoption of the attached appropriation ordinances funds will be available in the Fiscal Year 2009-
Logname• 17PID07BENHEAR2009 Page 2 of 3
2010 operating budget, as appropriated of the Special Assessment District Fund and the Special Trust
Fund
FUND CENTERS
TO Fund/Account/Centers
7~ 8)) FE72 481306 017587001000
8))FE72 511010 017587001000
5 6 )GS87 488010 002507002000
~) GS87 488342 002507002000
6)) GS87 539120 002507002000
CERTIFICATIONS
FROM Fund/Account/Centers
$25 378.00 7~) GS$7 539120 002507002000
$25,378.00 9)) GS87 539120 002507002000
$121 341.00 5~) GG01 539120 0171000
$1,268,913.00
$4,390 254.00
Submitted for Cif Manager's Office bv.
Originating Department Head.
Additional Information Contact:
Thomas Higgins (6140)
Jay Chapa (6192)
Sylvia Flores ,(8550)
$25,378.00
$73,006.00
$121,341.00
Logname: 17PID07BENHEAR2009 Page 3 of 3