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HomeMy WebLinkAbout06-01-1993 i 4 M M 5 CITY COUNCIL AGENDA PACKET JUNE 1o 1993 i s i i I J AGENDA~~ CITY OF DENTON CITY COUNCIL June 1, 1993 Work Session of the City of Denton City Council on Tuesday, June 1, 1993 at 5:15 p.m. In the Civil Defense Room of City Hall, 215 E. McKinney, Denton, Texas at which the following items will be considered: NOTE: Any item listed on the Agenda for the Work Session may also be considered as part of the Agenda for the Regular session. 5:15 p.m. { 1. Executive Session: A. Legal Matters Under Sec. 2(e), Art. 6252-17 V.A.T.S. 1. Provide legal advice to City Council on qualifications of board members. 2. Consider action in Hunter v. City of Denton. 3. Consider action in Michael Wilson claim. 4. Consider settlement of the matter of the application of Green Springs Water Supply Corporation for an amendment to CCN No. 11480 and Bolivar Water Supply Corporation for an amendment to CCN No. 11257; Docket Nos. 9824-C and 9447-C of the Public Utilities Commission. B. Real Estate Under Sec. 2(f), Art. 6252-17 V.A.T.S. C. Personnel/Board Appointments Under Sec. 2(g), Art. 6252-17 V.A.T.S. 2. Presentations by firms responding to the City's RFP for collection of delinquent taxes and give staff direction. 3. Receive a report and hold a discussion regarding the appointment of Council Members to various council committees and give staff direction. 4. Receive a report and hold a discussion regarding a study of the Cityts Animal Control ordinances and give staff direction. 5. Receive a report and hold a discussion regarding recommendations of the 191 Committee and give staff direction. Regular Meeting of the City of Denton City Council on Tuesday, June 1, 1993 at 7:00 p.m. in the council Chambers of City Hall, 215 E. McKinney, Denton, Texas at which the following items will be considered: I I apendaNe Apeoda ttem___._ tote City of Denton City Council Agenda June 1, 1993 Page 2 1. Pledge of Allegiance 2. Consider approval of the minutes of the Regular Session of May 4, 1993. 3. Citizen Reports A. Receive a citizen report from Dena Fairfield regarding the tree preservation and landscape ordinances. B. Receive a citizen report from Dessie Goodson as a follow- up to a previous citizen report. C. Receive a citizen report from Don Smith regarding the tree preservation ordinance. 4. Public Hearings A. Hold a public hearing and consider adoption of an ordinance amending Section 18-100 of the Code of ordinances relating to applications for loading zones; providing for parking of certain authorized vehicles within loading zones; amending Section 18-101 providing for the marking of loading zones; amending Section 18-102 providing for a violation for unauthorized parking in a designated loading zone; creating Section 18-102.1 providing for a penalty in the minimum amount of $25.00 and the maximum amount of $200.00 for violations thereof; providing criteria, dimensions and application fee for loading zones. B. Hold a public hearing and consider adoption of an ordinance increasing the boundaries of Planned Development No. 108 from 1.354 acres to 1.489 acres by rezoning a .135 acre tract from the 2F district and amending the detailed plan by increasing the gross floor area on property located on the east side of Carroll, north of Highland and south of West Prairie. Z93-007. (The Planning and Zoning Commission recommends approval.) C. Hold a public hearing and consider adoption of an ordinance rezoning a .871 acre tract from the commercial district to the Planned Development district on property located on the east side of S. Locust, west aide of Wainwright, north of E. Prairie for the purpose of a mixed use development consisting of office, restaurant, and apartment type uses. Z93-008 (The Planning and Zoning commission recommends approval.) 1 J I ApendaNo ~u -a`lb` Agenda ~tem fete 1 ~1.~'' City of Denton City Council Agenda June 1, 1993 Page 3 D. Hold a public hearing and consider adoption of an ordinance amending Planned Development No. 72 allowing single-family detached residential use according to SF-7 district standards in the area platted as Cooper's Landing, Section IV, which is currently designated for duplex/4-plex use. The amendment would also modify a condition of the approved ordinance 84-50 so as not to require detailed plans for single-family detached land use. The 15.174 acre tract is located north of Windsor Drive and east of Locust Street. Z93-009 (The Planning and Zoning commission recommends approval.) 5. Consent Agenda Each of these items is recommended by the Staff and approval thereof will be strictly on the basis of the Staff recommendations. Approval of the Consent Agenda authorizes the City Manager or his designee to implement each item in accordance with the Staff recommendations. Listed below are bids and purchases orders to be approved for payment under the ordinance section of the agenda. Detailed back- up information is attached to the ordinances (Agenda items 6.A, 6.8, 6.C, 6.D, 6.E). This listing is provided on the consent Agenda to allow Council Members to discuss or withdraw an item prior to approval of the Consent Agenda. Upon the receipt of a "request to speak" form from t citizen regarding an item on the Consent Agenda, the item shall ~s removed and be considered before approval of the Consent Agenda. A. Bids and Purchase oriterst 1. Bid 01487 - Water Treatment Chemicals 2. Bid 01495 - Toxicity Testing 3. Bid 11497 - Total Carbon Analyzer 4. Bid 01501 - IBM RISC/6000 5. Bid 01505 - Lease of Scraper 6. P.O. 034597 - Goldvaites of Texas In-:. 7. P.O. 034760 - I.B.M. 8. Change Order No. 8 - P.O. 126052A - Gracon Construction Company 9. Check Requisition - W. B. Rummell AG"da No Date__ City of Denton City Council Agenda) 7 June 1, 1993 Page 4 6. Ordinances A. Consider adoption of an ordinance accepting competitive bids and awarding a contract for purchase of materials, equipment, supplies or cervices. (5.A.1. - Bid 014870 5.A.2. - Bid 41495, 5.A.3. - Bid 01797, 5.A.4. - Bid 015018 5.A.5. - Bid 01505) B. Consider adoption of an ordinance awarding a contract for the purchase of materials, equipment, supplies or services. (5.A.6. - PO 034597) C. Consider adoption of an ordinance authorizing the execution of a change order to a contract between the City of Denton and Gracon Construction Company= and providing for an increase in the contract price. (5.A.8. - P.O. 026052A - Gracon Construction) D. Consider adoption of an ordinance providing for the expenditure of funds for purchases of materials or equipment which are available from one source in accordance with the provisions of state law exempting such purchases from requirements of competitive bids. (5.A.7. - PO 034760) E. Consider adoption of an ordinance approving the purchase of a utility easement and temporary construction easement from W. B. Rummell and Betty Ann Rummell. (5.A.9. - Check Requisition - W. B. Rummell) F. Consider adoption of an ordinance approving and authorizing the City Manager to execute a compromise settlement release of all claims in the matter of GambIg y. City of Denton. Texas. G. Consider adoption of an ordinance authorizing the City Manager to execute an agreemcat with the State of Texas, acting by and through the Texas Department of Transportation, for participation in a landscape cost sharing program project on F.M. 2181 from interstate Highway 35 to Bent Oak Drive. (The Keep Denton Beautiful Commission endorsed the plan on January 6, 1992 and Council approved the cost sharing values on February 2, 1992. The 191 Committee recommends approval of the funding source.) I !1 1 ' f I i ~ AQenda~te►4„_._._r Da Is City of Denton City Council Agenda June 1, 1993 <%/1 Page 5 H. Consider adoption of an ordinance approving and authorizing the City Manager to execute a settlement agreement between the City of Denton and Green Springs Water Supply Corporation. I. Consider adoption of an ordinance providing for the expenditure of funds for professional engineering services to design a continuous emissions monitoring I system for members of the Texas municipal Power Pool. 7. Resolutions A. Consider approval of a resolution authorizing the Mayor to execute an interlocal agreement with the County of Denton for the construction of improvements to Mayhill Road between McKinney Street and Highway 380. B. Consider approval of a resolution creating the Juvenile Diversion Task Force to formulate and provide recommendations to the City Council relating to the need of a diversion program to assist in the rehabilitation of juvenile offenders. C. Consider approval of a resolution authorizing the City Manager to submit an application to the Texas Water Commission for a grant to fund a household used oil collection program and execute any required agreement concerning the grant; and providing for certain assurances related to the grant, 8. Consider approval of a special permit to allow work to be performed in conjunction with the Teasley Lane utility relocation project on Sundays when deemed an emergency situation as determined by the City Engineer. 9, Consider approval of the Army corps of Engineer's recommendation (Alternative F) for repair of the Ray Roberts embankment. 10. Consider an exemption to the noise ordinance on Friday, June 18, until midnight for the Juneteenth celebration at Fred Moore Park, 11. Consider a request from the North Texas State Fair Association for an exemption from the noise ordinance during the North Texas State Fair and Rodeo, August 20-30, 1993. AWdaNo__ Q~ D Agenda llam - City of Denton City Council Agenda June 1, 1993 Page 6 1 12. Consider appointments to various Council committees: A. Agenda Committee B. Audit Committee C. Economic Development Committee D. Investment Policy Committee E. Municipal Court Advisory Committee F. Vision for Denton 13. Miscellaneou,% matters from the City Manager. 14. Official Action on Executive Session Items: A. Legal Matters B. Real Estate C. Personnel D. Board Appointments 15. New Business This item provides a section for Council Members to suggest ' items for future agendas. 16. Executive Session: A. Legal Matters Under Sec. 2(e), Art. 6252-17 V.A.T.S. B. Real Estate Under sec. 2(f), Art. 6252-17 V.A.T.S. C. Personnel/Board Appointments Under Sec. 2(g), Art. 6252-17 V.A.T.S. NOTE: THE CITY COUNCIL RESERVES THE RIGHT TO ADJOURN INTO EXECUTIVE SESSION AT ANY TIME REGARDING ANY ITEM FOR WHICH IT IS LEGALLY PERMISSIBLE. C E R T I F I C A T E r certify that the above notice of meeting was posted on the bulletin board at the City Nall of the City of Denton, Texas, on the day of (p.m ) _ 1993 at o'clock (a.m.) "-CITY SECffT_ARY Agendak Agenda I*rrL- - City of Denton City Council Agenda June 1, 1993 Page 7 1 NOTES THE CITY OF DENTON CITY COUNCIL CHAMBERS IS ACCESSIBLE IN ACCORDANCE WITH THE AMERICANS WITH DISABILITIES ACT. THE. CITY WILL PROVIDE SIGN LANGUAGE INTERPRETERS FOR THE HEARING IMPAIRED IF REQUESTED AT LEAST 48 HOURS IN ADVANCE OF THE SCHEDULED MEETING. PLEASE CALL THE CITY { SECRETARY'S OFFICE AT 566-8309 OR USE TELECOMMUNICATIONS 1 DEVICES FOR THE DEAF (TDD) BY CALLING 1-800-RELAY-TX SO THAT A SIGN LANGUAGE INTERPRETER CAN BE SCHEDULED THROUGH THE CITY SECRETARY'S OFFICE. A0000119 ~ ;,i r; , 'i.~r~ ~ r: •L~.:...... i i i s e I r 1 ,~oene, wo. 93......-Ole Olry Of DENTON, TEXAS MUNICIPAL BUILDING / 215 E. MCKINNEY / DENTON, TEXAS Y6201 r MEMORANDUM DATE: May 24, 1993 TO: Lloyd V. Harrell, City Manager FROM: John F. McGrano, Executive Director of Finance SUBJECT: DELIUQUENT TAX COLLECTION ATTORNEY PROPOSALS In response to our Request for Proposal for Delinquent Tax Collection Services, we received three proposals. The specific law firms that responded are as followss a Heard, Goggan, Blair & Williams a McCreary, Veselka, Bragg & Allen, P.C. a Perdue, Brandon, Fielder, Collins & Mott All the firms were invited to give oral ppresentations to City Council during the June 1, 1993 work session. Copies of their proposals are being sent under separato cover. After reviewing the proposals and holding conversations with the individual firmfs representatives, we have developed a list of str!+ngths and weaknesses for each (see attached), The prejentations will give us an opportunity to discuss their capabilities in more detail. If you have any questions, please do not hesitate to contact me. HJraf Attachment AFF00619 8171566.8200 D/FW METRO 434.2529 Aoe~ No ~ c~-LJ/~! AOenda ItM~,_~~~~ COMPARISON OF DELINQUENT TAX COLLECTION PROPOSALS RRARp l/ • fADOOAR, GLAIR i YILLIANB ' ;~s`rena-t,~g ~ 1 • Large statewide firm • Existing delinquent property tax collection software and hardware • Extensive amount of experience in delinquent tax col • Practice limited to ad valorem tax law • Has local off ice lection • Collects for Denton Indspendont School District • Psrformrnce criteria established WeaknessesI • Hain offices in Dallas and San Antonio • Reputation because of adverse publicity RCCRBARY• VESBLRA, BRAOO i ALLBN, P.C. Strena hip • Large, state wide firm • Existing delinquent property tax collection software and hardware • Extensive amount of experience in delinquent tax collection • Practice limited to ad valorem tax law • Has local office with four employees • Collects for Benton County Yieak_~e' i • Unfamiliar With City of Denton staff and operations • No programming staff (relies on outside consultant) • Hain Office in Austin P8RD080 BRARDON• 118LO8R0 COLLIRB i 1IM7 6treno hst • Large statewide firm • Existing delinquent property tax collection software and hardware • Extensive amount of experience in delinquent tax collection • Practice limited to ad valorem tax lax auha" l , i • Unfamiliar with city of Denton operations and staff • No local office, office in Arlington • No performance critertu 4haf AFP061A ti . . :-Fir«: CZ.E 4'F. ~:tlrrr r•/.. r+., I . rrr tp arlrq•YYrrP r::::.' •:i.i'i [11irF [}~~riarJ/Ilrr//IIw II:::." ri•f•r'•rr:•r~n. n 1t'♦JIIY w I /Y I„Y:: I WIW ,'vi .v.•. :'Crp1 'I TT : w.. ryw wnun N,rgrww4•q:4o.i~•:.v..•: : . : •'.'wTrwYrn NOgV[nw vN.y4Y 4]]4:Y1 " ' •w Vw'wwY..grMrr 44rp,b'Y Y444g11]S :•.t'•, • ~.Y ~Ir.n,4,LP1,.4e✓1~'a4tN,l'.:f.'. • wnMYMMgPHV✓1444W.41b'r•.'. 1+~,rP,I.r rgnrn.u..rr•44y44s]44•,•.'. . • ••.•1'r`•`L nMM MYWrNrIfYYONry444tl4tl1 ' w.r.wgN,.rwr.4wwv44 .a •,.T" M r ~.rrunrq,vrogWV\sns;v.v' , „M Y 44,gVMN gi~•444a p:'.'. N144 4..a1Y4}0R4a'r0al. tlHNate•. btY tot•.: , , MtYR1t1; 1'. Mt f~wil.aff+v++luf ; sallu r =aaatlf ♦+l Yaleef +las,f YtYt,ts t I'll" i Ial Yll Yt• Ysl• •It u♦ . u I ♦lt I l• obP m I - -T I I { AW4+Ne. iD ~b1 I _ ,dd 3 ClTyol "NTON, TEXAS MUNICIPAL BUILDING / DENTON, TEXAS 76201 /TELEPHONE (817) 588.8307 Office of the City Manoger II MEMORANDUM T01 Mayor and Members of the City Council FROM: Rick Svehla, Deputy City Manager DATEI May 26, 1993 S nJECTI Appointment of Council Members to Various Council Committees I As mentioned in The Week That Was last week, the Council has several appointments on its own committees. The attached list was sent to you last week as a reminder. Staff wanted to make sure that you were aware that appointments in your deliberationeould also be considering these Rick Svehla Deputy City Manager RSIbw AMM002D3 Attachment I Agin do No Agenda ffertL lsL.S`3 ~ate_ 6 -i- 93 91tY C u c 1 Committee Affiliations a~~✓-~ A(iBND~A CO_ yYITTBE l/ Council Member Perry Mayor Castleberry AUDIT COXHITTam Council Member Brock Mayor Castleberry VACANT (Hopkins Position) ECONOMIC DEVEL_ Op CO TRB Council Member Perry Mayor Castleberry B KA POLICY C014lITT VACANT (Hopkins Position) MUNICIPAL COURT ADVIBORV COMMITTLB Council Member Chew Mayor Pro Tem Smith VACANT AC000114 ; I I II T f H f , ITS Ya OUNCIL ♦M l I , • V ' I f ,4peeda<No - ApendahM► Date TO: Rick Svehla, Deputy City Manager FROM: Nonie Halo-Kull, Environmental Health Services Manager DATE: May 27, 1993 ~ SUBJ: Update on the Hartfelt Humane Society SHELTER ACT As directed by the City Council at its May 18 meeting, staff Las been tracking the State Senate bill to amend the current Animal Shelter Act. Ve have contacted State Representative Jim Horn's office and been advised that the bill is essentially dead. It is possible for the Senate to euspend its rules and to take action on this bill. However, aceordiag to Representative Horn's staff this is unlikely to occur. TEXAS DEPARTMENT OF HEALTH Staff has been in contact with Dr. Thomas Murnane, Texas Department of Health (TDH). Dr. Murnane stated that he has not reinspected the Hartfelt Humane Society Shelter as he has not received a request to do so from Ms. Laura Gill, Hartfelt Humane Society Director, or Mr. Steve Johnson. Staff has again asked Dr. Murnane to respond to the Mayor's letters of April 15 and May 4. Dr. Murnane has indicated that a written response from TDH should be arriving soon. ADDITIONAL COULAINTS RECEIVED The City has been notified by the Denton Humane Society that animals are being housed at the Hartfelt Humane Society. City Animal Control Officers have continued to record descriptions of the animals they observe at 1800 Fort Worth Drive. Additionally, we have received a citizen's complaint about the Grooming Den. The Grooming Den which, while not part of the Hartfelt Humane Society's operation, is also located at 1800 Fort Worth Drive. It is our understanding that this businese is owned and/or operated by Laura Gill. The City's Code of Ordinance does not carry any regulations about animal grooming establishments. Hartfelt Humane Society AwdaIto~ ~ Page -2- Date- lam- 23 The complaint received about the Grooming Den is a separate issue from the concerns about the Hartfelt Humane Society. However, it is also a matter that could be dealt with by amending Chapter 14, Article 11, of the Code of Ordinance, as explained in Option III of the attached memorandum. Animal Control has met, briefly, with the Legal Department in an effort to determine what would be required to amend the ordinance so that it would be applicable to animal holding facilities and businesses. Animal Control has requested that the Legal Department assist them in defining "unsanitary", "unhealthful", and "city health officer", and in enumerating the duties and authority of this position. It is felt that the ordinance, as it is currently written, is too broad and that while it implies that the Environmental Health Services Manager has some authority in this area it does not specifically address health concerns resulting from animal problems. Please advise if I can provide additional information. Nonie Malo-Kull Environmental He lth Services Manager Attachmenti Memorandum from Nonie Halo-Kull Regarding Animal Holding Facilities (Course of Action Options) Agenda ItenZ____ M E M O R A N D U M fbte TO: Catherine Tuck, Administrative Assistant FROM: Nonis Malo-Kull, Manager Environmental Health Services DATE: May 5, 1993 S'7BJ: RESPONSE TO COUNCIL REQUEST Animal Holding Facilities The City Council has asked us to provide them with information on how animal control can prevent situations like the one that occurred at the Hartfelt Humane Society from happening in the future. We have researched other cities ordinances in an effort to determine what other communities are doing in this area. Staff has developed four options for the Council's consideration. QPTION ONE CREATION OF AN ANIMAL CONTROL INSPECTION ORDINANCE In general, ordinances which authorize animal control to make inspections are established as part of a permitting process. The City of Denton does not currently issue permits to commercial animal holding facilities. The City of Arlington has an ordinance which is typical of those found in the Metroplex. "Whenever necessary to make an inspection to enforce any of the provisions of this ordinance, or whenever J the Animal Control Officer or his authorized representative has reasonable cause to believe that there exists In any building or upon any premises used for a commercial enterprise any condition or ordinance violation regulated herein, he may enter such building or premises at all reasonable times to inspeot the same or perform any duty imposed by this ordinance; provided that, if such building or premise be occupied, he shall first present proper credentials and request entry unless otherwise permitted by law; and, if such building or premises be unoccupied, he shall first make a reasonable effort to locate the owner or other persons having charge or control of the building or premises and request entry by presenting proper credentials unless otherwise permitted by law. If such entry is refused or if the owner or person in control of the building or premises cannot be located, an Animal Control Officer or his designee shall have recourse to every remedy provided by law to secure entry." 1 COUNCIL REQUEST AOerdaNo. ~3-Oi,5' Page -2_ Agenda IferrL.~ Gale ~ q3 Adopting this It would not type of ordinance would allow us to adequately preseht some complaints animal control of t , receives aboutesanimal type Problems fordiacilnitiancees. would The onl first problem is that an inspeholding ction commercial a y authorize animal control i grooming esnimal hholding facilities, such as aspect control seldom receives ,an and boarding kennelspto et stores, businesses. In the past Y complaints about these t Animal complaints on twelve months we have received stwo same time businesses which deal with animals. this Dur Ing about the period we have received ninety-pour complai nts conditions in which animals were bein maintained at private residences or the Hartfelt Humane Society. Humane ane shelters are not considered to be commercial facilities. . Hu animal holding The second problem is that for an inspection ordinance to be of any value we would have to adopt standards for animal care and maintenance. The Texas Penal Code makes an following actions a Class A Misdemeanor which from adopting them as any of the to a Class C Misdemeanorrt of our ordinance and reducing t them us g hem ~ 0 torturing or seriously overworking an animal ~ 0 failing anreasonabl care, or shelter for an animals necessary pool, 0 abandoning unreasonably an animal 0 transporting or confining an animal in a cruel 1 manner 0 orladministering on to an animal someone else 0 causing one animal to fight another 0 using a live animal as a lure However, this state statute does not address sanitation issues, so it would be ordinance to include a requiremosse entlthatothem re our animal or ~,-,imals are being current sanitary y condition and be reasonably hrbored pebesee where an parasites, free must of be animal kept was a insects and flies, waste, As you can see, an inspection ordinance would not really be of any mayor benefit. If the not want to give us access, we would r have to obtain a warrant based on our having probable cause to believe a violation was regarding Currently, we reapond to complaints received facilities, both commercial and private animal If the complaint is about a commercial facilityg 1 COUNCIL REQUEST ApendaNo_ `I3 c-1 /f Page -3- Apendaltem__! J ~Oa Date e - ?3 Jr~1/O we can enter the building in the same manner as any citizen. This allows us to observe what is in public view and to tell the business operator of any problems and to recommendations for corrections, If the complaint is aboutka situation taking place at a private facility we can only observe what the person in charge of the property allows us to see, or what can be seen from adjacent, public areas, OPTIpN_ TWO SETTING A LIMIT TO THE NUMBER OF ANIMALS A PERSON MAY KEEP Multiple ownership is generally a highly controversial issue and not easily enforced. Our research has shown that most cities that do have such ordinances choose to allow three (3) dogs and two (2) cats or two (2) dogs and three (3) cats and that they do not count newborn animals which are under four months of age. Our current animal control ordinance includes regulations to deal with odor, noise, and waste accumulation, which are the problems most frequently complained of. a Setting a limit for the number of animals anyone may house would be enforceable on a complaint only basis. If the animal owner did not want to allow us access to his/her property we would have to obtain a warrant based on probable cause. It in doubtful that this type of ordinance would be of any true value. While researching this matter with other cities, we found that some a ownership restrictions rfr m ontheirincodes eliminating a they are snot proving to be effective. OPTION EXPANDING ON THE "HEALTH OFFICER'S" RESPONSIBLILITIES It would be possible to deal with commerical property, and non-profit locations complained of ~b private some definitions to Chapter Fourteen, Article II See adding of the Code of Ordinance, which reads: 14-26 "Authority to make inspections and abate nuisances after notice. 1 COUNCIL REQUEST A900daNo 1✓ el/ Page -4- apendalj ~101_,1 (a) The city health officer may ins D premises in the city and, upon finding anya unsanitary and unhealthful condition, shall give the owner or occupant of such place or premises a written notice to abate such condition within five (6) days. (b) It shall be unlawful for any person receiving the notice specified in this section to fail to abate such condition with the time specified. (c) The city health officer may abate or cause the abatement of any unsanitary or unhealthful condition if not abated by the owner or occupant within five (3) days. (d) The city health officer shall have the authority and power to determine whenever anything or condition is or becomes a nuisance, as defined in V.T.C.A., Health and Safety Code 341.011 at seq. (e) The city health officer is hereby directed and empowered to abate any nuisance found in the city, by any means necessary. (f) It shall be unlawful for any pers maintain any nuisance on premisesownedobythime r~underwhis care or occupancy after receiving a notice from the city health officer to abate such nuisnce." To be able to use this section of the ordinance when we encounter problems like those found at the Hartfelt Humane S definitions for "city health officer", ociety and 2600 Roselawn we would have to provide clear 1 "unhealthful." It would be necessary to specify iwhoyhas the authority to perform inspections for specific nuisance violations. We would also have to identify what an .unsanitary" or "unhealthy" condition is and insure that we included the accumulation of organic body wastes in the definition. In other sections of the ordinance whenever the "city health officer" is referred to, the duties are assigned to the Environmental Health Services Manager. One of the duties of this position is the supervison of animal control. This ' position also oversees the activities of the health inspector and sanitarians who inspect restaurants, grocery stores, and day care centers. These people also enforce the smoking ordinance and the public and semi-public swimming pool ordinance, both of which are found in Chapter 14 of the Code of Ordinance. 1 COUNCIL REQUEST NendaNo__Q,~~ _ Page -6- Agenda IIERL 4c;_,!5 717 OPTION Fp~iR ~JC l' SHELTER ACT There is a bill before the State Senate to amend the current Shelter Act. This amendment, if passed in its current form, will require all animal shelters to register with the Texas Department of Health (TDH). The state currently has no way s in legalestandardsltfor theohumane o trsee that eatment they yanmeet imals, The Shelter Act, as it is currently written, does not give adequate enforcement powers to the TDH, even though they are the regulatory agency for animal shelters. Once all shelters are registered TDH will be able to advise shelters that need to improve their facilities and services and will be able to remove animals that are endangered by inhumane conditions. This bill has been reported as being "favorable" by the Senate Intergovernmental Relations Committee and is still pending. We could choose to wait for the outcome of this Department amenofdment, Health which if authority erequi required to ere the pod Texas situations such as the one found at the Hartfelt Humane Society. =23AFiY Currently, the City of Denton Animal Control is functioning as a public health law enforcement agency, responsible for controlling the adverse effects caused by free roaming and nuisance animals. We are able to serve the needs of the ma3ority of the community by focusing on the public health aspects of animal control. For us to successfully extend our mission to include animal care and welfare activities we would need to increase our staff level by one animal control officer because these type of activities are time consuming in terms of investigations and legal aspects. =QMMDA= We believe Option Three to be the most effective way of dealing with the situation. Attechmenta: V.T.C.A., Health and Safety Code 341.011 et seq. Senate Bill 598: Animal Shelter Act 1 AgendsNo _aL_ ' ltertL~,,~~_ Agenda Cite CIT~NCIL_REPORT O a / ~O TO: Mayor and Members of the City Council FROM: Lloyd V. Harrell, City Manager SUBJECT: Animal Control Ordinance Options DATE: May 18, 1993 RECOMMENDATION: Staff requests direction :rom the city Council. BACK~D As the City Council is aware, recent events at the Hartfult Humane Society have caused much concern by the Denton Humane Society and other Denton citizens. In response to this, the City Ccuncil directed staff to enforce all City ordinances and to monitor the the progress of the Texas Department of Health's (TDH) enforcement of Ste Animal reviewaof he City's Animal Code and other cities, ordinances, a To date, there has been no response to the Mayor's letter (directed by the City Council) to TDH. The Denton Humane Society gathered information regarding an adoption that took place on March 20 and 21. Written information and a video tape has been forwarded to TDH. No response has been received thus far. The adoption did take place prior to the letter from TDH requiring Hartfelt to cease operations until the facility met State requirements. SUMMARyr Staff has outlined several options for the City council to consider. OPTION I Option I outlines the creation of an animal control Inspection ordinance. Such an ordinance would authorize animal control officers to make inspections as part of a permitting process. Most ordinances of this type in the metroplex tare tied to commercial animal holding facilities not to residences or facilities. In addition to an Inspection ordinanceistandards would also need to be adopted on which inspections would be based. Option I Hartfelt, would wnot ouldaddress private holdin It address complaints are received a private residentsiwherecmlat ( g. Roselawn). State law pre-empts the City from having any ordinance related to ~gandaNo __-2-w5 -l~LY_ Agenda 11"1-4allls- 110 animal cruelty except as already we.~ ~ ~ law , class A violations and cannotbeuitlined ssud icttations Municipa4 6) Court, Any animal care ordinance that addresses anything e ar l sanitation or to nitat Public health would require working with the istrict Attorney's Office for any enforcement or prosecution, TO-9t costly option as it would re legal fees to embark on animal welfare as a This is the quire additional dif staffing and OPTION IT different mission, Option IT would regulate the number of dogs a ' option could enforce even proavcomplae high y controversial v and cats allowed, This 4 and difficult to be required by the private Staff would in all likelihood warrant in order to enter homeowner to obtain an Iion evidence would be needed to the property to invests ate.naEnough difficult, show probable cause which could ove OPTION III prove Option III would make changes to the existing public health section of the City Code, The existing definitions including Health Officer, section needs more clear definitions could then be used to enforce waste pr ear a structure ~ unsanitary and unhealthful, Currentl that is not a facility that is o problems inside the condition is n taste co lai is are being pen to the public, to the investigated but Sf public then thervisible from ubic view or In a facil e is no fur ther course without legaliaction. Staff feels that this would best address Y open citizen concerns without a drastic addition to staffing or reduction in other servicca, would also continue the current mission of the City's Control division as a it public health law enforcement agey,Animal OPTION IV Option IV outlines ~ the current a bill before the Texas actions that cAnial an be htake e ne b Act b Legislature improving allow y clearly defining enforcement TDN to remove animals TD The proposed bill would also conditions. This that are endangered b Legislature passes this bill ors omepvariationtof it y inhumane City council taking action. see if the prior to the PROGRAMS DEPARTMENTS OR GROUPS AFFECTEDt Citizens of Denton, Animal ' Facilities, Private Pet FactlitiesContp staff ercial pet private pet Owners FISCAL IMPAM Option I: Additional Animal duties of Control Officer to perform new animal welfare program; legal fees to prosecute; holding fees for animals held Control Facility pending outcome of liat Animal tigation. Agenda No Agendalteq___aA.f -V4!~__ ibis . ~.L Denton County incurred ;39,150 in holding fees one case in 1991-92. i Option II: No additional cost. Option III: No additional cost. Option IV: No additional cost. Attached is a comprehensive report from Nonie Kull, Environmental Health Services Manager, further outlining these options. Included in this information is a chart indicating the amount of reductions incurred over the last three fiscal years. Animal Control staffing has been decreased by two officers since fiscal year 1989-90 and hours of operation have been reduced from 78 hours per week to current operation of 53 hours per week. Despite these reductions in service levels, the request for service have remained at relatively the same level. Please advise if I can provide additional information. RESPECTFULLY SUBMITTEDi 4Ciy Her e ll nager Prepared by: , " Catherine E, Tuck Administrative Assistant r r zl; 11 4 M 1 I~ 1 I f. `Il L 4 Il ~r. i 1 I, CITY of DENTON, TEXAS MUNICIPAL BUILDING / DENTON, TEXAS 78401 / TELEPHONE (817) 568.8307 1 Office of the Cify manager MEMOR)1NDilM i - T0: Lloyd V. Harrell, City Manager ~i r FROM: Rick Svehla, Deputy City Manager DATE: June 10 1993 SUBJECT: 191 Committee Recommendations Attached is back up information that we gave to the '91 Committee meeting on Monday, May 17, 1993. As indicated, we had two main topics to talk about) Teasley Lane landscaping and the reallocation of funds from completed projects. We were also able to include the Dallas Drive island that was mentioned to the Council at their May 8th meeting. The 191 Committee thought that it was reasonable to recommend these projects and the funding allocations from the existing accounts of excess funds. As you can see, the funding allocations are basically in three categories. Signal and turn lane money was proposed to be used for a pedestrian signal at Wood and McKinney. The Square money which includes ramps for ADA modifications would be used for modifications at Cedar and Oak. Finally, street money is proposed to be used for a number of streets, i The Committee and the staff recommends these projects to the Council. I would be happy to try and answer any questions that Council might have. I Rick Svolita Deputy City Manager RS:bw AMM002CD Attachment die + ClTyofDENTON,TEXAS MUNICIPAL BUILDING / DEN~ON, TEXAS 7620r / 7ELFPNONE(817)SA66307 office of the city manager MEMOF2AIVDUM TOi Members of the '91 Committee FROM: Rick Svehla, Deputy City Manager DATE1 May 14, 1993 SUBJECTi Meeting to be Held Monday, May 17, 1993, at 6145 p.m. in the City Manager's Conference Room Thank you for agreeing to meet on such short notice. We have two short items for you to consider Monday night. The first of these is the landscaping on Teasley Lane. We have been telling you that the road construction will be bid later this year. We originally thought the landscaping contract would be completed and bid after the bids were taken for the construction, We have just recently been notified that the state would like to move that up. In order for them to do that, they need our landscaping money when we sign the contract. As the back up from Frank Robbins indicates, the total cost would be $78,121. The committee has previously recommended this project. The reason it is before you is that we have not sold bonds for it at this time. We do have on hand street bonds that have been sold, and we would use this money and then replace those funds with the next bond issue. The second item is a broader item. As you can see from Jerry's memo, we are attempting to clean up a lot of small amounts of money left in specific project funds that have all ready been completed. These funds would help us complete a park access road in North Lakes. As you all know, there is major construction going on out there now. This money would help us complete an access to these f major ball fields from Bonnie Brae. We would be able to complete the repaving of Spencer Road from Woodrow Lane all the way to Loop 288 with the help of some additional money from the Utility Department. We would be able to Install a pedestrian signal on McKinney Street at Wood Street for the Sullivan Keller Learning Center and the Phoenix/NICK neighborhood. Also, we would be able to officially set money aside for the ISTEA participation for this year and next year. Finally, we would repave a small section of f i Agenda No, DateL 1: V-9 '91 committee May 14, 1993 3 6 ~ Page 2 ` Hummingbird that was impacted with the oriole construction, and we would begin to refurbish South bonnie Brae. r If any of you have questions before Monday night, please feel free to call at your convenience. I look forward to seeing you then. r i Rick Svehl Deputy City Manager r RSrbw AMM002C3 Attachments I i i i A0811d81(@RL Gl'~ Da18_ CITY of DENTON, TEXAS MUNICfPAL BUILDING / 215 E. MCKINNEY / DENTON, TEXAS 76201 MEMORANDUM , DATES April 26, 1993 TOS Rick Svehla, Deputy City Manager FROMS Jerry Clark, Director of Engineering & Transportation SUBJECTS Cleanup of 86 Bond Issue The following recommandatLons are programs based on need. Needs are determined mainly from citizen input with some staff participation, Program letters are to distinguish funds (A,B,C) and numbers 1 - define action items. A. Fund 434 (440 Acct !'a) 1) Use $12,430 left from Interest money to help build Parks Road for North Lakes Park access to major field complex off Bonnie Brae 2) Use $2,508 - left from Bonnie Brael $373 from Repave to become part of Spencer Road Repave - Total $2,861 NOTES Utility Department is funding resurfacing of Spencer from Power Plant to Woodrow - $19,000. We are trying to got funds to "match" to complete resurfacing from Power Plant to Loop 288, 3) Use S1.798 from pedestrian islands at Square to rework concrete problem and ADA issues at cedar and Oak, B, Fund 436-0087 (441 Acct /'a) 1) Use $611 and $3,443 from Lillian Miller and Carroll plus $4,489 from U9 380/Old North Signal (all above traffic improvements) to fund equipment for unbudgeted signal for pedestrians at McKinney and Wood. - Total * 58,543 2) Use 530,451 for 93-94 ISTEA participation s Use 533.380 for 94-95 ISTEA participation From Collins at ft. Worth signal now state funded C. Fund 436-6086 (443 Acct I's) No Action D. Fund 436-0089 (464 Acct !'s) 1) Use 53,604 from Oriole street to repave Hummingbird from Cardinal to Loop 288 where City had yard during Oriole s Loma del Rae projects and tore up street 8171566.8200 D/FW METRO 434.2529 y f Agenda No Rick Svehla I Cleanup of 86 Bond Issue page 2 I 2) Use $39,057 from Nottingham to do the followings $290057 - Spencer Rd - Power Plant to LOOP 188 x~$$10,000 - South Bonnie Brae 135E to Willowwood i o ry a AEE00239/28-29 i Lj i h I DOCUMENT NUMBERS FOR BOARDS/COMMISSIONS INFORMATION Work Plan ACC0009D Attendance Information ACCO0091 Merge List for Oaths ACC00OA4 Oath of office Form ACC00004 - pg. 14 fir; Name Badges A~ 0855 (B23) r -Mayor Letter - continuing AAAOOB41 - letter AAA00B46 - variables 'Mayor Letter - retiring AAAOOB28 - letter AAA00D2A - variables .Mayor Letter - new AAAOUB43 letter AAAOCB44 - variables ~4Mailing labels for invitations AAAOOAFC ~ Invitation AAAOOAAA :Brochure AAAOOB40 Program AAAOOA9F Misc Memo document ACC0009F I VodaNo ApeldOerrL77 ~I T0: 91 Committee FROM: Frank Robbins, Executive Director of Development Planning and j SUBJECTI Teasley Lane (FM 2181) Landscaping ~ ~ ~COHMENDATION~ Staff requests that the 91 Committee recommend to the City Council that $78,121 of existing, sold bonds on allo:ated for Ft. Worth Drive be reallocated for TeasleynLane landscaping cost sharing with Texas Department of Transporta- tion. Bonds will be sold at a later date for Ft, Worth Drive, IMAM The project is located in the future median of Teasley Lane, between Interstate 35 and Bent Oak Drive (Attachment 1). This coincides with planned reconstruction of Teasley Lane by the Texas Department of Transportation (TxDOT) which is scheduled for letting in October, 1993. A cost sharing agreement is needed prior to state letting of contracts. Before the City can approve the agreement, it must have "cash on hand") therefore, the request to reallocate sold bond funds. Teasley Lane improvements were approved by the voters in the 1966 bond election. The total cost of the landscaping project is $248,531.001 to be divided between TxDOT and the City of Denton. The actual cost breakdown is as close to 50t-50t as possible, allowing for our application under the 1992-1993 Landscape Cost sharing Pro ram of TxDOT, As shown by Attachment 3, our proposal was prelimi- narily accepted on March 29, 1993. Portions of the city share will be accomplished by "in-kind" s ervices or "in-house", The Water/Wastewater Department will do the Departme ntrrhigation d ned the eland cape Pde ii ng and Development Plan"). The trees will be planted by the Parke ("Project Desin and R creation Department, and PARD will maintain the project. ApendaNo Agenda I A Teasley Lane Landscaping April 30, 1993 Page 2 City "cash" contributions is $78,121, proposed to be paid by sold bonds. BACKOROUNDI The original application to TxDOT was initiated on February 2, 1990. Since that time, it has undergone review and modifica- tion. Council approved the sharing of the cost essentially shown in the agreement on February 11, 1992. According to the draft agreement being considered, TxDOT will i be responsible for funding in the amount of $123,000.00. The City of Denton will be responsible for $115,531.00. The city's portion is compromised of $47,306 for the irrigation system, $17,340 for the landscape design, $30,815 for the trees, and $300070 for maintenance for 24 months. TxDOV s share will provide for the colored-textured concrete, grass, ground cover plants, bedding plants, PVC irrigation "sleeves", contract administration, and traffic barricading. kROGRA_K8• DIPIIRTKEKTB 09 GROUPS AFFECTIDt The project affects many City of Denton departments and continues the CityPs overall beautification efforts, begun with landscaping the University Drive median. I This project is part of the approved C.I.P@ It reflects the actual cash outlay required, and excludes "in-kind" services. Respactfully submitted: I~ k ra ob ins, -Executive Director Planning and Development Agenda No Agend+alferrt__1G~~,~S i Teasley Lane Landscaping I~te__ lam. L~ Pa April 30, 1993 Pa e 3 Frank H. Robbins, AFCP Executive Director Planning and Development i ATTACHMENTS: 1. Location map. 2. Letter from TxDOT. 3. TxDOT instruction letter. 3. Chart of finan7lal apportionment. LJ uaoo~st FORRE LF;!CE r r n r.,,yyiy, pL ~t f ibfTtQTD C~~Q TUt itf yv r woom"m ~U& L ~ fi ~ L~ y .y f •Tg D I r 1a~,r A, I Fu1 U,^4#ATTACHMENT 2 Fug C.~ 4-/6 o a 9 . J ~/S AoerdaNu Agenda Item__ "c! S 0 . - k - y a , i I` THE STATE OF TEXAS S S COUNTY OF TRAVIS S THIS AGREEMENT is made by and between the State of Texas, k acting by and through the Texas Department of Transportation, I hereinafter called the "State", and the City of Denton, acting through its duly authorized officials, a.s evidenced by Resolution or ordinance Number , dated hereinafter called the "City". M I T N 8 A 0 a T 8 WHEREAS, the State owns and maintains a system of highways, 4 including FM 2182 in Denton County, Texas for public use and benefit/ and I WHEREAS, the City has requested State participation in a 29 3p91 Lapdscapesoat Sharing project on FM 2181 from Interstate Highway 35 to Sent Oak Drive, hereinafter called the "Project", and as shown on the attached EXHIBIT Af and WHEREAS, the City has committed to cooperating with the State by providing a total non-cash contribution of $225,531.00 toward the completion of the Project, which sum represents the agreed, fair-market non-cash value for providing the Project Design Plan, furnishing and installing the irrigation system, 'F furnishing and installing trees, and for performing Project maintenance and establishment activities for a minimum period of twenty-four months; and WHEREAS, Texas Transportation Commi.taion Minute Order dated , attached hereto and labeled EXHIBIT g authorizes the State to cooperate with the City in the development of the Project by providing State funds which will be used to execute a construction contract to furnish and install the colored-texturizad concrete, turf, groundcover, bedding plants, and the PVC conduits for the irrigation system. NOW THEREFORE, in consideration of the premises and of the mutual covenants and agreements of the parties hereto be by them respectively kept and performed as hereinafter set forth, the state and the City do mutually agree as follows: II { I Lm I CAL Agenda No Agendaltem_.,C~~ Cate A0R28M2NT ARTICLE 1. Term of Agreement. j This Agreement becomes effective when finally executed ' and shall upon satisfactory project Design Plan and as stipulated within this Agreement, unless otherwise i terminated provided hereinafter. ARTICLE 2. Project Design Plan. The City shall prepare and furnish the Project Design Plan. The Project Design Plan shall contain plans, speoifications, and estimates, as required by the State to execute a contract through the Departmentts state-wide construction system. The Project Design Plan shall be incorporated into this Agreement by reference. ARTICLE 3. Project Funding. i The total estimated cost of the Project is $248,531,00, and shall be funded jointly by the State and the City. State funds in an amount estimated not to exceed $123,000.00 will be utilized to provide for the installation of the Project through a construction contract or contracts administered by the State. The City's total contribution of $125,531.00 represents the agreed, fair-rarket, non-cash values of $17,340.00 for furnishing the Project Design Plan, $47,306.00 for furnishing and installing the irrigation system, $30,815.00 for furnishing and installing the establishment0activitiesrforoaiminimum°ofctwenty-four maintenance months. ARTICLE 4. Responsibility of the Parties. {i A. The City agrees to: 1. indemnity and save harmless the State, its agents and employees, from all suits, actions or claims and from all liability and damages for any and all riesbuttiorngdaina, adloiningtor ned other propertyoin or by consequence of any neglect in the performance, failure of performance of the City, its agents and employees under this Agreament, to the extent allowed by State Law. Page 2 of 7 Draft, D-18L, 3126/41 r ~',genda No AgendaiterR, Lc-S "0-6- 1 z• IndeMnif Y. defend and hold thPIt- any and all claims and lawsuits na Ta harmless arising from, or inc ! third failing of incident to the ertormaParties emplo ees performance of the Cityn,:e, or or agents under extent allowed b this k re its °t the i defend all su its by state Law, The City nt to the lawsuits ,nd a all brought upon all such shall I c;s and thereto, but the State Shall and expensesoinaim its option and a shall have the ri dental defense of an xpense, to participate intt at any obligation hereunderhout relievin t he j g he City of 3. Furnish the Project Design plan Specifications for the con and contract, struction phase of the 44 Furnish all materials required to install ' labor and incidentals trees and to the irrigation system establishmentperform landscape maintena and the four consacutivctlvities for nce and of the construction nton, cl l minimum of twenty- following the completion ~ 5, Replace plant material as may required la insure the y be reasonably ' Intended during the tweproject funotlons as establishment period, y"four month 6• Furnish, erect and maintain any and traffic handliof g devices barricades the latest Manual , in accordance wita with Devices, and to the satiatction f of c the Control may ellln re~upublico a Stae, as travgl fI i wil~ect the safety of the project under this a portorming any work on the e• greement. The State agrees to; i• Obligate State which Will be gtiillzeintthe mo t 1 contract which will Of S123,DOO.00 Installation oolorad.tor e the a construction turf, furnishing and III turf, ground of cover, the bedd;n texturized concrete, i conduits for the irrigation elahto, and the PVC ystem, 2• schedule the Installation first available constructiof the Project for acceptable to the state lett;n the final option of and the City mutually the state, Y, but at the 34 Administer the Contract during construction, Page 3 of 7 J Draft, D_18L, 3/26/93 ~i Var'Mo 4. age"~a'!em lL;s Cooperate with the City ate _lc - r~ for barricades, signs a to determine to be used b and traffic handlinirements the trees and the City during the 9' devices Project. the irrigation systemnforltlotion of ARTICLE 5, overruns/Underruns. bids The receiv-Sta.. _ .ta„r will make recommendation of award for the bid or the installation of the pro 1• Zt the lowest bi ject as follower State, at its d or bids gds 3123 con nw Cit sole option, may reject to a'~ the the y to revi to insure that a se vail the able funds proect ass ign Plan as request reach edule the Project necessary construction a for the next ex seeded, and available 2. If the lowest bid or bids the State will recommend State will not schedule anward of the bid -Or' Project to insure Y additional wo bids, The obligated for t that the amount of S rk on the the Sated s sot the oProject I. full tote funds of pinlon, it is Y expended unless, in ere p additional work will that the interest o ill b performed b the Project. AnY additionein the best with existing try state, will be 1 work, if additional wr k orders gulrs and performed in accordance and/or fielddchangesrelating to an. ARTICLE 6. Disputes, this Agreemento thesStat6jsadeoteioe partY'e ubligationa ARTICLE 7. Amendment8 n shall be final and bindnder ing. , Changes !n time frame shall be enacted by # character Agreement must be xeouttenamendment- C All or obligations herein Period specified by both Parties within to this in Article 1, in the contract , Page 4 of 7 Draft, t;-19L, 3/26/93 Oj qeno'AND Agendalemx~L ` ARTICLE 8. successors and Assigns. The State and the City shall not assign or otherwise 1 transfer its rights and obligations under this Agreement except with prior written consent of the other party, and any prohibited assignment or transfer shall be null and void. ARTICLE 9. Remedies. Violation or breach of contract terms by the City shall be grounds for termination of the Agreement, and any increased cost arising from the City's default, breach of contract or violation of terms shall be paid by the City. This Agreement shall not be considered as speoifying the exclusive remedy for any default, but all remedies existing at law and in equity may be availed of by either party and shall be cumulative. ARTICLE lo. Insurance. At the time of execution (signature) of the Agreement by the City, the City shall attach required insurance documentation to each Agreement counterpart. It the City is a self-insured entity and performs any work on the Project with City Forces, the City shall extend the protection of its self-insurance to the State for any and all damages and injuries arising from the City's performance 'ender this Agreement. It the City is not 6 self-insured entity and performs any work on the Project with City Forces, the City shall furnish the State with a completed Certificate of Insurance (TXDOT Form 20.102)0 and label such documentation EX IBIT C. I If the City performs any work on the Project through a contractor or contractors selected through the City's low-bid procedure, the City shall require its contractor or contractors to furnish the State with a completed Certificate of Insurance, (TXDOT Form 20.102), and shall insure the contractor or contractors maintain such insurance during the term of the Agreement. Page 3 of 7 Draft, D-18L, 3/26/97 V ARTICLE 11. Gratuities. AOentlaftemr~L~.`z_`~S _ Texas Transportation Commisalon employees of the Department shall po accept a licy mandates that or favors from any person doin not business speaking may do business with theuStateuor whoyreasonably gifts onl at exceptions allowed are ordinariness this contract, th have received advanced written a ilunches and on pprova2 of itemshe doing Department business Transportati with or who n Executive Director .thgny Per with the State under this contract reasonably speaking Y person mentions, gifts or favors to De art not make ydoffer lofss mentioned hereaUove. Failure onatheental em to a to this Policy part ott Peesp, except as may result 1. the termination the City to adhere ARTICLE 12, this contract. Termination. This Agreement may be terminated b oonditionss by any of the following A, BY mutual agreement and consent Of both parties. B• BY either party upon thirty days written notice to the other party. C. By either party, upon the failure of the other fulfill its obligations as set forth in this A party to D• BY satisfactory completion of Agreement. Obligations described herein. all services and hereaMouldtt a city terminate this Aqq any rea bove, sonable city shall, at the optiOneof ntheaStateescr y the state. reimburse REMAINDER op PAGE LEFT gLANK 1 Page 6 of 7 Draft, D-18L, 3/26/93 1 ANendaNo Ageodalteai_ ~~'S D18 V5 %%J:cy /9 IN TESTIMONY WHEREOF, the State and the City have executed duplicate counterparts to effectuate this Agreement. THE CITY OF D£NTON THE STATE OF TEXAS certified as being executed for the purpose and effect of Byi activating and/or carrying out (S gnaUN the orders, established policies or work programs heretofore approved and authorized by the Texas Transportation commission (Typed Name and TIM) Dates ~ gy; Roger a Welsch, P.E. Associate Executive Director, Field Operations Dates Page 7 of 7 Draft, 0-18L, 3/26/93 - A&da No 'C~a - d,' f ATTACHMENT 3 Agenda ilefll, Texas Department of Date DEWITT C GRFFfT STATE HIGHWAY 9lW Transportation @125E 11TH SiREFT.AltSTW TEXAS 76701-24a38{51Z)463W March 29, 1993 1992-1993 Landscape Cost Sharin The City of Denton 9 Program Mr. G. Owen Yost, ASLA The City of Denton E ! 215 E. McKinney Street I Denton, Texas 76201 Dear Mr. Yost: We have reviewed We ha your proposal for work under the Landscape S executi hari goPronram and feel the project rwould be acce f Cost Accordingly, we have g to Highways for proposal which will govern a draft greealent based projects, work on this ect granted by our Texas Transportation Commission. If a Pon your approval Is As you will note, the Agreement reflects the specific responsi- bilities of each party, and includes required contract which must be included within each Cost Sharing Program Agree- ment. provisions !3e mL1st have o ~r o satisfactory before we min wri { that the Agreement is formal approval. The folresent lowin the project eg our Commission for Commission meetings are furnished eforin your Informnformationcominq TO PRESENT PROJECT WRITTEN ACCEPTANCE MUST TO COMMISS ON ON ~~~IVED O + May 25, -~_LbT~~L June 29 1993 April 27 1993 June 1 1993 T ~ July 29, 1993 r 1993 July The attached Agreement is for our 1, 1993 no signature is requested at this timeew and written notification that the Agreement is satisfactor 1 and after the Commission has approved the project we y, and counterparts for final,signaturetransmft An FQ w/ Opporfun! y Employer Age4ahenL___u v` `5 Mr. G. Owen Yost _ 2 4 0 7 We look forward to working with you toward the successful authorization and completion of this project. Please contact Messrs. Mark Mathews or Mike Jenkins, Landscape Architects, at (512}416-3082 if you have any questions. Sincerely r I I Craig A. Ste fens Chief Landscape Architect Landscape Section Division of maintenance and operations MSM . Attachment cc: Mr. Pat Haigh, Dallas District Office i ATTACHMENT 4 49entiaNe' Agendaltera Date 9-*3 Item: TxD City of Denton irrigation $47,306 • design $17.340 trees $30,815 • maintenance 530,070 tex. concrete Fair Market Value grass Fair Market Value ground cover Fair Market Value PVC sleeves Fair Market Value I contract admin. Fair Market Value I barricading Fair Market Value $1239000 $125,531 • actual cash expcw i • tllslt '>tlft =21d i1 iJ1J •lT 1 . . Ct y cti 1JI s r c rx S Y fjj I j { I, ~O K r 0 G O i O 40 tL i I Aget 11No. '0 AG odatt MINUTES ago CITY OF DENTON CITY COUVCIL MAY 4, 1993 The Council convened into the Work Session of the City of Denton City Council on Tuesday, May 4, 1993. PRESENT: Mayor Castleberry; Mayor Pro Tem Hopkins; Council Members Brock, Chew, Perry, Smith and Miller. PBSENT: None i 5:15 p.m. 1• The Council convened into the Executive Session to discuss the following: A. Legal Matters Under Sec. 2(e), Art. 6252-17 V.A.T.S. i 1. Considered action in Hunter v. City of Denton. IE J R. Real Estate Under Sec. 2(f), Art. 6252-17 V.A.T.S. C. Personnel/Board Appointments Under Sec. 2(g), Art. 6252-17 V.A.T.S. 2. The Counci.. received a report and held a discussion regarding the Human Services Committee recommendations for 1993-94 agency funding and gave staff direction. City Manager Harrell reviewed the procedure dealing with the recommendations from the Human Services Committee regarding funding for next year. Council received the information from the Committee and then discussed that information during budget discussions, one of the major budget issues would be the level of funding for the agencies. If the Councilts level of funding was different from the recommendation of the Human Services Committee, the recommendation would be returned to the Committee for amendment. Dorothy Damico, Chair-Human Services Committee, stated that the Committee's recommendation for funding first looked at funding which dealt with the Block Grant money. The CDBG Committee allocated to the Human Services Committee $100,000 which was to be used for the low income populations. The Committee recommended that three allocations go the City's Parks and Recreation Department for their activities. one was an After School Action Site Program at the Martin Luther King, Jr. Center, another was a summer program at the Fred Moore Park and the third was a summer program in the Oswley area. The other three recommendations for CDBG services was for a program which involved outside agencies such as the YMCA and Camp Fire. The money would go for fees, supplies, and administrative fees so that the children in the area could participate in the programs. Another allocation from the CDBG money was for AIDSDenton which provided support services for City of Denton City Council Minutes May 4, 1993 Page 2 v Individuals with AIDS. The last recommendation for CDBG money usage was for the North Texas Community Clinic which provided prenatal and pediatric care for low income individuals. Council Member Miller asked if it had been discussed with TWU Cares that the proposal indicated that they would funding this year. not be receiving any . Damico replied that it had not been discussed with them once the decision had been made. Questions had been raised during their presentation to the Committee. Council Member Miller asked if they agreed with the decision. Damico replied probably not as they would not be receiving any new money for the next year. Barbara Ross, Community Development Administrator, stated that they had discussed with TWU Cares about their expenditure of funds and their slow draw down of past funding during the year. Council Member Miller asked if it would handicap the program if it received no new funds. Damico stated that part of the program was to expand services and if the program did not receive any new funds, it probably would not be able to do that expansion. Ross stated that the program had a balance of $21,000 plus a small balance from the prior year's contract which had not yet been spent. It was felt that not funding them for the next year would not adversely affect their program. Damico stated that they had sufficient funds to maintain the same level of service but probably would not be able to expand. Council Member Smith stated that she had a concern regarding the administration of the AIDSDenton program and asked where they obtained the bulk of their money. had Damico replied that it was a national organization and that they the admistration of Directorsista ed that the problem would h be program. Board of Council Member Brock questioned if a message might be sent to agencies that they would not be funded if they did not spend their funds immediately if TWU Cares were not funded for the next year. I AjrEruaItem_ _ City of Denton City Council Minutes May 4, 1993 Page C Damico replied that they had not received any negative comments from the Committee regarding TWU Cares. Comments from the Committee centered on the fact that the program did not need money this year as much as other organizations did. Damico continued with the Human Services recommendations, She stated that these recommendations were very difficult to make as there were more requests than money available for distribution. The recommendations included: (1) Community Food Room, (2) Denton County-City Day Nursery and the Fred Moore Child Care Center, (3) Friends of the Family, (4) RSVP, (5) SPAN, (6) HOPE, and (7) the DISD TRIPS program. Mayor Castleberry asked where the DISD program received their money previously. Damico replied that money was received from various grants but not from the DISD. Mayor Castleberry asked if the grants were not available now. Damico replied that the grant was a start up grant and was no longer available. Council Member Miller asked about the transitional housing for the HOPE program. Damico stated that the program was originally a pilot program but l\... /1 now was a full program. Money had been received from the federal government for the program which took families who were likely to become homeless and assisted them in finding jobs and dealing with everyday situations. Council Member Brock asked if there were any agencies which had been funded in the past which were not recommended for future funding. Damico stated no but that there had been several agencies which had requested funding for several years. Ross replied that the Police Athletic League had received prior funding but was not recommended for the next year. 3. The council received a report and held a discussion the community Development Block Grant Committee recommendations dfor use of 1993 program year funding and gave staff direction. r.rardah;o City of Denton city council Minutes May 4, 1993 Page 4 I Curtis Ramsey, Chair-Community Development Block Grant Committee, reviewed the federal guidelines for community block grant money. There were several categories in which federal funding could be ~i expended. Over the last several the comm had prioritized those categories. Housing rehabi~lit tion wasitheefirst priority of concern, demolition and clearing activities was second, public facilities and improvements was third and economic activities was fourth. Funding was being proposed to purchase property in the Oswley area for a park. Two public hearings were held regarding the proposal. Council Member chew asked where the property was located. Ramsey replied Stella and Avenue G. Council Member Brock asked for the total area of the property. Ramsey replied it was approximately one acre. There was also a proposal for playground equipment at the Martin Luther King, Jr. Recreation Center. Council Member Brock asked if any coordinating had been done with the DISD regarding the type of equipment which would be at the MLK Center. Ramsey replied that he was not aware of any such coordination. He indicated that funds were also proposed for Mack Park to replace the metal playground equipment with more suitable types of materials. Other recommendations included community sidewalk repair such as the Morse Street sidewalks, sidewalks at the Fred Moore Park and in the areas of Evers Park School and the recommendations as presented by the Human Services Committee. Council Member Chew asked how many employees were in the administrative office. Barbara Ross, Community Development Administrator, stated that there were five employees in the office. The Administrator, the Housing Rehabilitation Specialist, a secretary, an administrative assistant and a housing inspector. 4. The Council received a report and held a discussion regarding TMPA's debt restructuring and refinancing program and gave staff direction. W- --Wqqw City of Denton City council minutes May 4, 1993 Page 5 Lloyd Harrell, City Manager, stated that there would be a special meeting of TMPA on Thursday to make a decision concerning the refunding issues. The varioce alternatives would be discussed with Council and administrative recommendations with rationale. The most important item was that the Council communicate to the city's Board Members so that they knew how the Council felt on the issue. Bob Nelson, Executive Director for utilities, stated that TMPA owed approximately $1.2 billion on the Gibbons Creek Power Plant. Over the years as the project had been financed and refinanced and refunded, there had been tremendous pressure to hold rates down as low as possible. TMPA structured the debt so that the city was kept in a bind paying their rates and still trying to be competitive with its own rates. Denton was currently competitive with other cities and entities in the area. Nelson presented several refunding concepts. The restructuring needed to be done before July 1, 1993. City Manager Harrell stated that there was complete consensus that even if the debt were not extended past the year 2014, there needed to be some restructuring. If restructuring was not done, there would be a large increase in payment which would cause many problems. Nelson stated that Denton had looked at its own rates and some of the reserves and determined that it would take approximately a 38 increase per year to reach the 2004 time frame suggested. Some of the cities believed that a power plant should be paid off within 35 years when it started to depreciate. Some of the other cities wanted to hold the cost down and extend the years as much as possible. There was a 20141 2016, 20191 2021, and 2024 year plan for debt service. Under the shorter payout, where some of the debt service was repaid earlier, the rate increased between now and the year 2005 and then leveled out. That rate increase averaged approximately 4.68 for TMPA's wholesale rates. The other scenario represented 2 3148 per year. Related to Denton's rates because TMPA was approximately 608 of Denton's costs, it would represent a rate increase of approximately 2- 2 3/48 per year for a faster payoff. For a slower payoff, the rate would be approximately 1 1/28 per year to take care of the TMPA debt. Jerry Cott asked the reason for the restructuring. Nelson replied that it was an attempt to solve the strong pike in future years. He presented a comparison of the proposed TMPA refunding options. He stated that with Plan 3, which extended the debt for 3 more years, there would be a total of $400 million in City of Denton City Council Minutes May 4, 1993 Page 6 i additional payments. Council Member Miller asked why there was a drop in the last year payoff for the option of year 2016. r Nelson replied that it was the last year payoff. Two of the TMPA cities wanted to extend the payoff years while two of the cities did not. Cott asked if all bonds were AA or AA+. Nelson replied that he was not sure that all the bonds were AA. In the 2016 and in the 2019 year scenario, the actual end cash was approximately $8.6 million. Tom Harpool, TMPA Board of Directors - Denton Representative, stated that the restructuring could not be attempted if the rates were not as low as they were. City Manager Harrell stated that staff was requesting direction from Council regarding the issue, one philosophical viewpoint was I to refund but to keep the time frame as short as possible so that the total cost did not increase. Restructure the debt but hold the front end costs as low as possible. Jim Harder, Director of Electric Utilities, stated that if the debt II were stretched out to future years, the Gibbons Creek Plant would be older and more money would have to be spent for maintenance on the plant. If the debt structure were pushed out to later ears, { it would be compounding the debt service plus the maintenance costs. Nelson stated that he was concerned with the changing technology in the field. If the debt on the plant was not paid off, it would be difficult to update it with new technology. The old coal plants were becoming outdated and if the plant were not fully paid in a timely manner, the funds would not be available to update the plant with new technology, Cott suggested that the ratepayers be aware of what was being done. Harpool stated that with the interest rates going down, it was possible to pay off the debt sooner with less money if the restructuring were not done beyond the year 2014 or 2016. If the restructuring were done beyond the year 2014 or 2016, the debt structure guarantees of the cities continued to be tied down. I ~,F City of Denton City Council Minutes •i~ May 4, 1993 Page 7 Council Member Perry asked if a letter from the City Council would bolster the City's position to maintain the lowest possible alternative for restructuring. Harpool replied that as long as the City's Board representatives were on track with the feelings of the Council, a letter probably was not necessary. City Manager Harrell stated that the City's other Board member, Ray Stephens, was also aware the council's position of keeping the restructuring in the lowest possible years. i In a related issue, Nelson stated that a study had recently been completed regarding the rate methodology of TMPA. The Planning and Operating Committee would be recommending to the TMPA Board to fix the percentages at 47% for Garland, 22% for Denton and Bryan and 9% for Greenville. Consensus of council in regards to the restructuring was to stay with the 2016 year alternative if possible and if a compromise were needed to not extend the debt any further out than necessary. 5. The Council received a report and held a discussion regarding a proposed ordinance amending the loading zone ordinance and gave staff direction. Due to a time constraint, this item would be considered at the May 110 1993 meeting. 6. The Council received a report and held a discussion regarding a proposed Juvenile Diversion Task Force and gave staff direction. Due to a time constraint, this item would be considered at the May 11, 1993 meeting. The Council convened into the Regular Session at 7:00 p.m. in the Council Chambers. PRESENT: Mayor Castleberry; Mayor Pro Tom Hopkins; Council Members Brock, Chew, Perry, Smith and Miller. ABSENT: Mayor Pro Tom Hopkins and Council Member Smith 1. Pledge of Allegiance The Council and members of the audience recited the Pledge of Allegiance. City of Denton City May 4, 1993 Council Minutes Page 8 Mayor Pro Tem Hopkins and Council Member Smith joined the meeting. The Mayor presented the following proclamations: Drinking Water Week Historic Preservation Week 2. Citizen Reports I A. The Council received a citizen report from Dessie Goodson regarding the Hartfelt Humane Society and Dentonfs animal control ordinance. Ms. Goodson stated that she had a number of complaints to address to the Council. she asked Council if they were aware that Animal Control did not do a proper job regarding stray cats. She knew of four contradicting versions regarding stray cats and doge especially cats. Animal Control expected the citizens of Denton to toa do a $ She deskedposit for council iftstheydweree aware h of were of suppose the complaints received against Hartfelt Humane Society two years ago and how slowly the Council responded to those allegations. Was the Council aware that Denton's Beautification Act applied only to certain areas of Denton. There could be some clean decent streets and homes if the Act were applied to all areas of Denton especially to oak and Fry. She asked the Council if they were aware that they received complaints, suggestions regarding issues and how slowly they responded to those issues. She asked the Council if they were aware of the low attendance to the City Council meetings. Reaction s he received was "it was a waste of time", "it was a big joke", and She asked the "if an Counciliifutheyswenot re regarding tfive.phone calls and that she received five different answers in order to be placed on the agenda to speak to Council. She asked Council if they were aware that at the last meeting it took over 30 minutes to explain the EPA issue to one councilwoman after it had been discussed and explained several times. she asked Council if they were aware that some citizens had no knowledge of who their Council Member was nor a knowledge of what district they were in until election time. She asked Council if they were aware that there was an estimated population of 66,000 and an estimated force of 100 police officers. On duty each shift were six officers which averaged out to one officer per 11,000 to protect the citizens of Denton. This was an obligation of great importance and she believed that the whole community would like an explanation from the City Manager why the citizens were not protected better than this. She asked the Council if they were aware of the convenience and what it meant to ~I City of Denton City Council Minutes / May 4, 1993 Page 9 the citizens of Denton to have the SPAN trolley service. With the expansion to Saturdays, the new routes and changes on the other routes, this service greatly helped the needs of citizens. If it were not for the kind, considerate and respectful drivers, some of the citizens would not make it to their destinations considering - Traffic control's problems with placement of the new trolley signs. Examples of misplaced signs included Scripture and Fry, Elm and College, Denton Center, and the Post Office. New trolley signs were needed at Scripture and Ponder, Tie's, Denton Ministries, and Denton Center in the correct place. The brown trolley had to make a u-turn on Dallas Drive and she questioned why the trolley could not go over to the service road. She felt this was Traffic Control's problem with the placement of the signs. She provided a map to the Council regarding SPAN routes. She demanded something be done regarding the issues she raised. Mayor Castleberry stated that the Coun-il appreciated the issues and that she would be receiving a reply regarding them. 3, Consent Agenda Mayor Castleberry indicated that Item 03.A.1. was pulled from consideration. Perry motioned, Chew seconded to approve the consent Agenda with the exception of Item 13.A.1, on roll vote, Brock "aye", Miller "aye", Hopkins "aye", Smith "aye", Chew "aye'.', Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. A. Bids and Purchase Orders: 2• Bid 11491 - Demolition and Clearing work 4. ordinances competitiveh bids Counciand cproviding for tthe oaward rof n contracts tfor public worts or improvements. (3.A.2. - Bid 01491) The following ordinance was considered: ' i I I City of Denton city council Minutes May 4, 1993 Page 10 G N0. 93-071 AN ORDINANCE ACCEPTING COMPETITIVE BIDS AND PROVIDING FOR THE AWARD OF CONTRACTS FOR PUBLIC WORKS OR IMPROVEMENTS; PROVIDING FOR THE EXPENDITURE OF FUNDS THEREFOR; AND PROVIDING FOR AN EFFECTIVE DATE. Smith motioned, Brock seconded to adopt the ordinance. On roll vote, Brock "aye", Miller "aye", Hopkins "aye", Smith "aye", Chew "aye", Perry "aye", and Mayor Castleberry "aye's. Motion carried unanimously. B. The Council considered adoption of an ordinance authorizing the city Manager to execute all documents and agreements, as required, to obtain funding for the Summer Food Service Program; authorizing the expenditure of funds and administer the program. Alicia Mentel, Superintendent of Leisure Services, stated that this was a continuation of a program which was started last year. The program was very successful and would be a continuation of the free lunches provided during the school year. Over 14,000 lunches were served last year to approximately 600 children at six sites. The service would be extended to two more sites this summer at the request of the TWU Cares Center and the Oswley Neighborhood Coalition. The item would be on the DISD agenda May 11, 1993 as the DISD would continue to last year. Provide the food service as was done Council Member Brock asked if there was any question that the grant would be awarded. Mentel stated that the award was automatic and had been in existence since 1960 and there never had been a time when it had been denied. She anticipated no problem in getting the program fully funded and no problem with the DISD providing the food service. The following ordinance was considered: NO. 93-072 AN ORDINANCE OF THE CITY OF DENTON, TEXAS, AUTHORIZING THE CITY MANAGER TO EXECUTE ALL DOCUMENTS AND AGREEMENTS, AS REQUIRED, TO OBTAIN FUNDING FOR THE SUMMER FOOD SERVICE PROGRAM; AUTHORIZING THE EXPENDITURE OF FUNDS AND ADMINISTER THE PROGRAM; AND PROVIDING AN EFFECTIVE DATE. c: City of Denton City Council Minutes ` May 4, 1993 Page 11 Perry motioned, Chew seconded to adopt the ordinance. on roll vote, Brock "aye", Miller "aye", Hopkins "aye", Smith "aye", Chew "aye", Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. C. The Council considered adoption of an ordinance amending Ordinance 90-026 relating to rules of procedure for the City Council of Denton, Texas by adding to Section 8 entitled "Creation of Committees, Boards and Commissions" a Subsection 8.3 providing guidelines for nominating citizens. i Catherine Tuck, Administrative Assistant, stated that this ordinance would amend the rules and procedures of the Council as discussed at an earlier work session. The policy wording had been changed according to Council's direction. At the next meeting the Council would draw lots to begin the numbering process. Two ads had already been placed in the paper with a good response and there had been many responses for reappointment. Council Member Miller requested a copy of the letter rent out to citizens, a copy of the newspaper ad and a copy of the application form. Lloyd Harrell, City Manager, stated that Tuesday, May 25, 1993 was the tentative date set for the briefing at the Visual Arts Center. The time for the briefing was 7:00 p.m. and asked if that was an acceptable date for Council. The following ordinance was considered: NO. 93-073 AN ORDINANCE AMENDING ORDINANCE NO. 90-026 RELATING TO RULES OF PROCEDURE FOR THE CITY COUNCIL OF DENTON, TEXAS BY ADDING TO SECTION 8 ENTITLED "CREATION OF COMMITTEES, BOARDS AND COMMISSIONS" A SUBSECTION 8.3 PROVIDING GUIDELINES FOR NOMINATING CITIZENS; PROVIDING A SEVERABILITY CLAUSE; AND PROVIDING AN EFFECTIVE DATE. Smith motioned, Chew seconded to adopt the ordinance. On roll vote, Brock "aye", Miller "aye,', Hopkins "aye", Smith "aye',, Chew "aye", Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. y dn~d'E9Frt ~J'~S City of Denton City Council Minutes May 4, 1993 U Page 12 D. The Council considered adoption of an ordinance amending the 1992-93 Budget of the City of Denton, Texas by appropriating the sum of eleven thousand four hundred and eighty dollars ($11,481) from the unappropriated balance of the general fund and dispersing it among account numbers 100-011-0005-8026 ($4,043), f 100-040-0026-8022 ($2,438), 100-040-0026-9102) ($500), 100-040- 0026-9103 ($3,500), and 100-070-0040-8042 ($1,000) ; and providing for publication hereof. Lloyd Harrell, City Manager, stated that this item had been discusoed at the Council's last work session. The budget amendment dealt with funding for revised c:onrt procedures. Council Member Brock asked about the status of the fund balance compared to projections. City Manager Harrell replied that the year was very good from both the revenue standpoint and expenditure standpoint. In the revenue category, especially in the sale tax account, Municipal Court fines were up substantially from budget projections. In addition, the City would receive a one time Peterbilt settlement from its property tax account. There were no major problem areas as of yet ` and the City seemed to be in the midst of a good financial year. Harlan Jefferson, Director of Treasury operations, stated that he did not have a specific dollar amount with him but it was in a positive position so far this year. Council Member Brock questioned if this proposed amendment to the budget would have any negative effects. Jefferson replied that it should not have any adverse impact on the fund balance. City Manager Harrell stated that the Council started every year with a policy decision to keep a certain amount in unrestricted fund balance which was at the 104 level. That money was for unexpected expenditures which might arise during the year. Council Member Miller asked when the new court processes would be implemented. I~ Jefferson replied that the court would begin immediately to work on the backlog of cases from the Police Department. The Legal Department would sort the cases to determine which ones to begin prosecution. W_ 7 City of Denton City Council Minutes 12 L> May 4, 1993 Page 13 Council Member Smith asked if there would be adequate staffing starting immediately. Jefferson replied that by the time adequate staffing was in plak-, they would be prepared to begin holding the hearing of the cases. The following ordinance was considered: I No. 93-074 14 AN ORDINANCE AMENDING THE 1992-93 BUDGET OF THE CITY OF DENTON, TEXAS BY APPROPRIATING THE SUM OF ELEVEN THOUSAND FOUR HUNDRED AND EIGHTY-ONE DOLLARS ($11,481) FROM THE UNAPPROPRIATED BALANCE OF THE GENERAL FUND AND DISBURSING IT TO ACCOUNT NUMBERS 100-011-0005-8026, 100-040-0026-8022, 100- 040-0026-9102, 100-040-0026-9103, AND 100-070-0040-8042; PROVIDING FOR PUBLICATION HEREOF; AND DECLARING AN EFFECTIVE DATE. Perry motioned, Chew seconded to adopt the ordinance. On roll vote, Brock "aye", Miller "aye',, Hopkins "aye", Smith "aye", Chew "aye", Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. E. The Council considered adoption of an ordinance approving and authorizing the City Manager to execute a release of all claims in the matter of a claim against the City of Denton for an easement. The following ordinance was considered: NO. 93-075 AN ORDINANCE OF THE CITY OF DENTON, TEXAS, APPROVING AND AUTHORIZING THE CITY MANAGER TO EXECUTE A RELEASE OF ALL CLAIMS IN THE MATTER OF A CLAIM AGAINST THE CITY OF DENTON FOR AN EASEMENT; AND DECLARING AN EFFECTIVE DATE. Chew motioned, Hopkins seconded to adopt the ordinance. On roll vote, Brock "aye", Miller "aye", Hopkins "aye", Smith "aye", Chew "aye", Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. F. The Council considered adoption of an ordinance authorizing the Mayor to execute an agreement between the City of Denton and the Upper Trinity Regional Water District for the construction of a transmission line from Denton*s existing water i I I City of Denton City Council Minutes May 4, 1993 Page 14 distribution system to Old Alton Road; and authcrizing the expenditure of funds in said agreement. Bob Nelson, Executive Director for Utilities, stated that this was a contract for participation to install a pipeline to deliver water in terms of the interim water contract with the Upper Trinity Regional Water District. There would be a 27" inch water line et the corner of Lillian Miller and I435. This would transfer to a 20" line to Ryan Road. Denton would share in the participation at that juncture. From Ryan Road south to Old Alton to Highland Villago r the pipeline would belong to Upper Trinity. Denton's share of the two oversizings was $262,000. The Upper Trinity Regional Wat-rr District had already received bond money from the State of 'iJl.ts for that project at 6.13 interest for 30 years which would r3!,ult in Denton's share of the payments at approximately $19,500 FE:: year. This would provide an opportunity to have large transmission pipelines in the southern part of the City. When the time came that the Upper Trinity might not need the 18" portion of the line, Denton could buy it from them at depreciated values. This was a good opportunity for Denton with a low cost and solved some problems in the southern part of the city. The following ordinance was considered: NO. 93-076 AN ORDINANCE OF THE CITY OF DENTON AUTHORIZING THE MAYOR TO i EXECUTE AN AGREEMENT BETWEEN THE CITY OF DENTON AND THE UPPER TRINITY REGIONAL WATER DISTRICT OF THE CONSTRUCTION OF A TRANSMISSION LINE FROM DENTON'S EXISTING WATER DISTRIBUTION SYSTEM TO OLD ALTON ROAD; AUTHORIZING THE EXPENDITURE OF FUNDS AS PROVIDED IN SAID AGREEMENP; AND PROVIDING AN EFFECTIVE DATE. Hopkins motioned, Brock seconded to adopt the ordinance. On roll vote, Brock "aye", Miller "aye", Hopkins "aye", Smith "aye", Chew "aye", Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. G. The Council considered adoption of an ordinance canvassing the returns and declaring the results of the regular municipal election held in the City of Denton on May 1, 1993. Mayor Castleberry stated that each Council Member had received a copy of the proposed ordinance with the returns inserted. He would read Section Two of the ordinance detailing the returns. 0 City of Denton City Council Minutes May 4, 1993 Page 15 The following ordinance was considered: NO. 93-077 AN ORDINANCE CANVASSING THE RETURNS AND DECLARING THE RESULTS OF THE REGULAR MUNICIPAL ELECTION HELD IN THE CITY OF DENTON ON MAY 1, 1993. Miller motioned, Brock seconded to adopt the ordinance. On roll vote, Brock "aye", Miller "aye", Hopkins "aye", Smith "aye", Chow "aye", Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. 5. Oath of office administered to newly elected Council Members. Jennifer Walters, City Secretary, administere0 the Oath of office to Mark Chew - District One, Margaret Smith - District Two, and Harold Perry - District Three. Following that, she administered the Oath of Office to Jerry Cott - District Four. 6. Election of a Mayor Pro Tempore. Council Member Brock nominated Margaret Smith. Council Member Chew moved that the nominations be closed. On roll vote for the nomination of Margaret Smith, Brock "aye", Miller "aye',, Hopkins "aye", Smith "aye", Chew "aye", Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. Council Member Chew stated that Ms. Hopkins would be missed and had been an important part of the Council, 7. The Council considered approval of a resolution of appreciation for Jane Hopkins, The following resolution was considereds NO. RA93-005 RESOLUTION OF APPRECIATION FOR JANE HOPKINS Chew motioned, Smith seconded to approve the resolution. on roll vote, Brock "aye", Miller "aye", Cott "aye", Smith "aye", Chew "aye", Perry "aye", and Mayor Castleberry "aye". Motion carried unanimously. AgendaI tem__ Date L1 _ . City of Denton City Council Minutes May 4, 1993 Page 16 8. Miscellaneous Mainers from the City Manager. Lloyd Harrell, City manager, presented the following items: A. Sfalf had received the video tape and other information from the Denton Humane society and it had been forward to the State for their review. i B. He had received a call from Senator Carriker's office indicating that House Bill 384 with the Fort Worth amendment was out of the Senate Finance committee with a "do passe recommendation. it would now go the Senate for consideration and once passed, would return to the House. If Representative Campbell indicated that he would accept the amendment, the House could repass the bill. 9. There was no official action taken on Executive Session items discussed during the Work Session Executive Session. 10. New Business There were no items of New Business suggested by council Members for future agendas. 11. There was no Executive Session held during the Regular session. With no further business, the meeting was adjourned at 7:50 p.m. BOB CASTLEBERRY, MAYOR CITY OF DENTON, TEXAS JENNIFER WA RS CITY SECRETARY + CITY OF DENTON, TEXAS ACCOOIOE 1 ! ~i" r ~ I. I I~ .I. 4 _ ' 44~» M+••+ I I I , Q aQM~CIIYe._ -D gate C~'~~,c ~ 8 . ciryol DENrON, TEXAS MUNICIPAL SUILDINO / DENTON TEXAS 76201 / TELEPHONE (8:7) 588.8307 Office of the C(ty Manager MMMc1n^NDUM r TO: Lloyd V. Harrell, City Manager FROM: Rick Svehla, Deputy City Manager DATE: May 27, 1993 SUBJECT: Loading Zones Attached is the now ordinance that was drafted by the Legal Department that eliminates all references to tho "general Tones-" If you will note in the memorandum from Ms. Cooper, she has indicated the wording that was deleted from the original draft ordinance that was presented to the Council several week3 ago. The only changes that were made were to Sections 18-100-d and e. If the Council chooses to add "general zones" back, then wording for Sections d and e, as indicated in Ms. Cooper's memo, would have to be inserted. We have asked Jane Biles, Main Street Coordinator, to advise everyone on the Square, and we advised the merchants on Avenue A that have loading zones of the scheduled hearing by the Council. The new ordinance has been reviewed by Engineering and will certainly handle the zones as they are being handled now. The only changes in this new draft would be the size of the zones and the cost. If you or the Council has further questions, we will be happy to try and er them at your convenience. Rick Svehla Deputy City Manager RS:bw AMM002D6 Attachment AQe4aItent._- ShSe . D OFFICE OF THE CITY ATTORNEY MEMORANDUM TO: Rick Svehla, Deputy City Manager 6 Executive Director for Engineering FROM: Tanya Cooper, Assistant City Attorney SUBJECT: Revisions to Loading Zone Ordinance DATE: May 28, 1993 Pursuant to your request, I have made the following substantive changes in the loading zone ordinance: 1. All references to a "general" loading zone which were to provide for the parking of commercial vehicles only and be installed at no cost to the applicant have been deleted fro,-4 SAC. 18-100(d) and (e). 2. A provision which requires any personal vehicle to be lawfully parked within a loading zone to bear a properly affixed or painted sign or logo located upon the exterior of the vehicls is included in Sec. 18-100(h)(1). 3. The provisions of Sec. 18-102 which create the offense of unlawfully parking within a loading zone have been revised to more clearly define the term "loading zone." In my review of the ordinance, I also made a few minor editorial changer which were non-substantive in nature and designed to make the ordinance easier to read and understand. Additionally, you requested I provide you with the language which would be needed to provide for the "general" loading zones. The following text would be used in the event the council determines to include provisions for alternative types of loading zones (i.e. zones for personal and commercial vehicles or commercial vehicles only): A loading zone granted pursuant to an application whi(.h does not request usage for any personal vehicles, as provided in (b)(6), will be installed without cost to the applicant. A loading zone granted pursuant to an ap- plication, including usage for personal vehicles as pro- vided in (b)(6), shall be installed upon receipt of an advance payment, as established by the city council and on file in the office of the city :secretary. (Alternative provision for Sec. 18-100(d)]. 'Dcdicalcd to Quality scrv rn' I ro«+ 0 Rick Svehla, Deputy City Manager & Executive Director for Engineering May 27, 1993 7 Page 2 1 Upon granting the application for a loading zone permitting the parking of personal vehicles, the permit holder shall be issued an off W,1 1 numbered decal or device, as deter- mined by the Citizenu Traffic Safety Support Commission, which shall be disj.layed on or in a place visible from any personal vehicle at aft times in order to be legally parked in the loading zone designated for the applicant, [Alternative provision for Sec. 18-100(x)]. The revised ordinance is attached with this memorandum. Please let me know if you have any questions or if I may be of any further assistance to you in this regard. i Tanya A. Cooper TC:sf Attachment po: Lloyd V. Harrell, City Manager (memo only) APPROVE Debra A. Dray gi ch r ~J II WPMIWON LOU-WM eobwPdoCs\ord\loedtone,ord age dagen'` rE ~rlf~ ORDINANCE NO. _ l~ S AN ORDINANCE AMENDING SECTION 18-100 OF THE CODE OF ORDINANCES OF THE CITY OF DENTON RELATING TO APPLICATIONS FUR LOADING ZONESt PRO- VIDING FOR PARKING OF CERTAIN AUTHORIZED VEHICLES WITHIN LOADING ZONES? AMENDING SECTION 18-101 PROVIDING FOR THE MARKING OF LOADING ZONES: AMENDING SECTION 18-102 PROVIDING FOR A VIOLATION FOR UNAU- THORIZED PARKING IN A DESIGNATED LOADING ZONE; CREATING SECTION 18- 102.1 PROVIDING FOR A PENALTY IN THE MINIMUM AMOUNT OF $25.00 AND THE MAXIMUM AMOUNT OF $200.00 FOR VIOLATIONS THEREOF; PROVIDING FOR THE REMOVAL OF VEHICLES IN VIOLATION THEREOF; PROVIDING FOR CRITERIA, DIMENSIONS AND APPLICATION FEE FOR LOADING ZONES; REPEAL- ING ALL ORDINANCES IN CONFLICT: PROVIDING FOR A SAVING CLAUSE; AND PROVIDING FOR AN EFFECTIVE DATE. THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION I. That Sec. 18-100. "Application the code of Ordinances is amended read ias follows: zzone', 8e00 16-100. Application for loading zone. (a) Loading zones may be granted to any buninesa where a loading zone is necessary for the conduct of the business, subject to the provisions pro- vided in this section. (b) Thet owner or manager of a business desiring a loading zone shall make written application to the Citizens Traffic Safety Support Commission. The application shall state the following: (1) The name and address of the business: (2) The types of goods and/or services pro- vided by the business; (3) The types and numbers of commercial ve- hicles operated by the business? (4) The types of commercial vehicles making deliveries to the business and the frequency of the deliveries made by the vehicles; + (5) A statement of the specific use to be made of the proposed loading zones (6) The types and mmnbers of personal vehi- cles, of any, which may be parked in pro- posed loading zone when zone is not being used for loading or unloading purposes. endaNo_ Agendaltam_ .07 (c) If the Citizens Traffic Safety Support Com_ mission approves the application for tha loading zone, the commission shall direct appropriate City personnel to cause the loading zone to be in- stalled as provided in (d) of this section. (d) If approved, a loading zone shall be instal-led amou t upon receipt of an as established by the advance City p Coyuncil anIn an d on file in the office of the city secretary. zone Upon granting the application for a loading permitting the parking of vehicles, the permit holder shall be issued an official numbered decal or device, as determined by the Citizens Traffic Safety Support Commission, which shall be displayed on or in a place visible from any per- sonal parkedv at all loading zone desiorder to gnated for e I applicant. (f) The Citizens Traffic Safety Support commis- sion shall annually review loading zone renewal applications during September of each year to de- termine whether a need for each loading zone exists. If the commission determines such a need s to exi, the l zone be renewedeupon thesrece pt ofdanrenewal sfee, if applicable, and as established by the City council and on file in the office of the city secretary, prior to October 1 of each year. Failure to pay any applicable renewal fee prior to October 1 will j result in the need for reapplication at a cost, as established by the City council and on file in the office of the city secretary. (g) An applicant may appeal the decision to deny a loading zone permit or renewal to the city council. (h) Loading zones may only be used for the actual loading and unloading of commercial or customer vehicles, except as follows: (1) personal vehicles bearing a properly af- fixed or painted sign or logo located on the exterior of the vehicle identifying it as a vehicle utilized by the business which has been registered by the owner with the Citizens Traffic Safety Support Commission and the chief of police and displaying the device or decal issued for said vehicle as provided in para- Page 2 npendiNo Awdalfam i~S G- `4 1~ graph (e) is this section; or (2) commercial vehicles registered by the owner with the Citizens Traffic Safety Support Commis- sion and the chief of police b3aring a properly affixed sign located on the exterior of the vehicle identifying it as a commercial vehicle. (i) The following words and phrases, when used in this article, shall, for the purposes of this article, have the following meaning: (1) commercial vehicle shall mean arty motor vehicle (other than a passenger ca.) designed or used primarily for transportation of property, including any passenger car which has been reconstructed so as to be used, and which is being used, primarily for delivery purposes. (2) personal vehicle steal' mean a passenger car or any other motor vehicle designed or used primarily for the transportation of persons. SECTION 11. That Sec. 18.101. "Marking of loading zones" of the Code of ordinances shall be amended to read as follows: Sao. 18-101. Marking of loading zones. Every loading zone approved by the Citizens Traffic Safety Support Commission shall be designated by City personnel by markings painted on the curb adjacent thereto and/or signs adjacent thereto the words "LOADING ZONE-- VIOLATORS WILL BE TOWED". I SECTION III. That Sec. 18-102. "Parking restrictions in loading zone" of the Code of ordinances shall be amended to read as follows: B*o. 10-102. Parking Restrictions in Loading Zone. (a) A person commits an offense if he stops, stands, or parks 3 vehicle, other than a properly authorized commer- cial or personal vehicle as provided in Sec. 18-100(h), in a loading zone. (b) It is a defense to prosecution under subsection (a) that materials were being expeditiously unloaded from or loaded into the vehicle from a business holding the loading zone permit. SECTION IV. That the Code of Ordinances, Denton$ Texas, is amended by adding a section, to be numbered 18-102.1. "Penalties for Violation of Loading Zone Restrictions"; which said section reads as follows: Page 3 AgendaMo 9.~ -C~~ Agenda116(fL,% _ f Xi Date.._... 1c13 Sec. 186102.1. Penalties for Violation of Loading Zone Restrictions. (a) Any person violating provisions of Sec. 18-102 of this { Code shall be punished upon conviction by a fine of not less than $25 or more than $200. (b) Any vehicle found to be parked in violation of the terms of sec. 18-102 shall be deemed a nuisance and shall be subject to impoundment. SECTION V. That the size of loading zones shall be as follows; (a) Eight feet (81) x twenty-two feet (221) for a single loading zone; or (b) Eight feet (8') x forty-four feet (441) for a double loading zone. SECTION VI. That the maximum of two (2) single loading zones or one (1) double loading zone may be granted to any business. I SECTION VII. That an application fee of $ per linear foot shall be paid prior to installation of any o~Tnq zone. Any renewal fee or reapplication fee for a loading zone shall be $ per linear foot. A schedule of the fees provided herein s53TFbe maintained on file in the office of the city secretary. SECTION VIII, If any section, subsection, paragraph, sentence, clause, phrase or word in this ordinance, or application thereof to any person or circumstance is held invalid by any court of compe- tent jurisdiction, such holding shall not affect the validity of the remaining portions of this ordinance, and the city council of the City of Denton, Texas hereby declares it would have enacted such remaining portions despite any such Invalidity. SECTION IX. That any provisions of any ordinance which may be in conflict with the terms of thin ordinance are hereby repealed. SECTION X. That this ordinance shall become effective fourteen (14) days from the date of its passage, and the City Secretary is hereby directed to cause the caption of this ordinance to be pub- lished twice in the Denton Record-Chronicle, the official newspaper of the city of Denton, Texas, within ten (10) days of the date of its passage. PASSED AND APPROVED this the _ day of , 1993. BOB CASTLEBERRY, MAYOR Page 4 ApendaNo Agenda I I a - ATTEST! JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY I BY: I Page 5 rs rz ,f rimy s-.... r i 33 1 i~ i I ~ I • . DATE: June 1, 199314BfIQIfbA1 4s.-** D CITY COUNCIL REPORT (~'24,f 73 TO: Mayor and Members of the City Council Jd FROM: Lloyd V. Harrell, City Manager SUBJECT: Z-93-007, Amending PD 108 EECOMMENDATION• r The Planning and Zoning Commission recommends approval of this request 5-0. UMM RY. Rezoning a ,135 acre tract from the 2F district to Planned Development district No. 108, subsequently increasing the PD district size to 1.489 acres and amending the detailed plan accordingly by increasing the gross floor area on property located on the east side of Carroll, north of Highland and iaouth of West Prairie. JMCGRO NQ& See P&Z ?.eport. PROGRAMS DEPARTMENTS OR GROUPS AFFEc~rE Building Inspection. Planning and Development. FISCAL IMPACT, --J N/A Respectfully submitted: Prepared by: Lloyd 4a rrell, City Manager & n Fes ari, Urban Planner Approved: Frank obbin AICP Executive Director Planning and Development AXX0031A Agenda No Agenda iterrk5 ;/d PLANNING AND ZONING COMMISSION REPORT f Tot Mayor and Members of the City Council case No.s Z-93-007 Meeting Dates June 1, 1993 GEFtRAL INFORMATION Applicants Dale Irwin 419 S. Carroll Blvd. Denton, Texas 76201 Current Owners Dale Irwin 419 S. Carroll Blvd. Denton, Texas 76201 Requested Actions Rezone a .135 acre tract from the 2F district to Planned Development District (PD) No. 108 and increasing the gross floor area in this PD district. Location and Bisset .135 acre tract plus a 1.354 acre tract (1.489) located on the east side of Carroll Blvd., north of Highland and south of West Prairie. Surrounding Land Use and Zonings North - Office and Residential South - Day Care Center (S-162) East - Residential West - MF-1 and PD-23 (office and neighborhood service) Denton Development Plans Urban Center ' AvdaNo Agenda ~teoL.~~' Case No. Z-93-007 2 June 1, 1993 Page 2 SPECIAL INFORMATION The proposed amendment will bear no significant impact on infrastructure. HISTORY On March 18, 1986, the City Council approved rezoning 2-1770 on 0.426 acres of land from "2F" (two family residential) district to "PD" Planned Development District 108 established by Ordinance 86- 61. On October 18, 1988, the City Council approved rezoning Z-88-010 and repealed the approved site plan and conditions applicable to the 0.426 acres in order to add 0.927 acres Planned Development 108 by rezoning the land from 2F (two family residential) district to PD Planned Development District established by Ordinance 88-168. on September 24, 1990, the Planning and Zoning Commission recommended approval of zoning 90-006, amending the applicable provisions to PD-108 to allow for all signs in accordance with the regulations set forth in Article 17, Appendix B, Zoning Ordinance, (now Section 33 of the Code of Ordinances). On December 15, 1992, the City Council approved the replat of Lot 2, Block 1, Offenbacker Addition. This replat incorporated a tract used for a parking lot. The applicant is now requesting this .135 acre tract be included in tho PD No. 108. On April 28, 19931 the Planning and Zoning commission heard this case (2-93-007) and recommended approval 5-0. AGenda Iterrr._.~='_s.'~ ~ f ~ Case No. 2-93-007 June 1, 1993 !J Page 3 I ANALYSIS This property is located in the downtown Urban Center. These areas are encouraged to have high intensity type land uses. Specific policies in the DDP include the Carroll Blvd. policy which j encourages office type usage with no direct access onto Carroll as well as the protection of existing low density neighborhoods. The applicant is requesting to increase in gross floor area from the approved 15,610 square feet to 17,090 square feet, a 1480 square feet increase. The Approved plan Pr- osed Plan Building one 6750 sf. 6634 sf, Building Two 3300 sf. 4500 of. Building Three 3000 sf. 3382 sf. + Building Four 2560 sf. 2570 sf. The rezoning of the .135 acre parking lot (15 new spaces) is to incorporate this into the PD in an effort to unify the entire project. The applicant is proposing vegetative screening along the north and south property boundaries of the parking lot and a six foot high wooden screen along the eastern boundary. On January 13, 19930 the City Council approved landscape plan using vegetation for screening of the news parking alternative 1i J lat. However, the amended PD shows the park + screened with a wooden fence and vegetation rking lot will now be The proposed rezoning and subsequent amendment to the Planned Development district No. 108 complies with all policies of the Denton Development Plan. RECOMMENDATION _ The Planning and Zoning Commission recommends approval of Z-93-007 (5-0) . Agenda No Case No. Z-93-007 June 1, 1993 ~1~~✓~ Page 4 ~r ALTERNATIVES 1. Approve petition 2. Approve petition with additional conditions 's. Delay consideration. 4. Deny petition ATTACHMENTS 1• Irication Map. 2. Reduced copy of proposed site plan, 3. Ordinances 90-170 and 68-168. 4. Minutes of P&Z meeting, April 28, 1993. ~x►oouv i Z-93.007 Amend PD-108 ATV CHNIENT QgGadal~aT c ~r NORTH IEJ E T = QQ 1 010 QQQQQ~ ~ o~QQc c CJQ QEj SAG" OA x. QAK ~ ~L___._.__"• SORT r~~ r lo~~~~Q J sirs PR L EAGLE Ell~ QQ~ g PM tA -117 Wit. 4, Date: 4/28/93 Scale; None , ~ 0, ~ a 6 I p~ ~ y . f • =o.-~ ~ 4 _ ~ ~~'.V~•:~_ =v Imo. - X97 i ff ~ i . u1 Y ` E I F A~ Y I N aft TNO + B4fp ! aft Ow f TOW r t D~A..e.a .a.r I., ~ I~ i~~.o ~s, < <ay!].'~--1• 1 [3] N I naNSM I TO PC-104 iV li ! rrw~ AIOTMi TOW Aov.Iw I AM M woo. w+a "No" AA A CAFAOLL BOUl1TAPO AA.'MIaAU..AMM..w.MPr.Afak,MOns. _ is oil T.d A..r PAq And I f,m • _ LAMOCAMM{AQAI MMAPTNft TN PM To LWAA Am ~PAWM t ~yl, t r- eum l:U Ihe~iMArAAi "Q M - LAWOCAPM AMi MMAAIIN MP'OMI C ~TK-L}~;~RA16T1 _-T~Y7t'T-A711'71~1 LArMMM AIM HIAILMM III am v PD-IG• LOCAT[ON'10P LOT I $LOCK I OHAnIAOkor AIdItIon a~ r vndaNo _ _,•J O/b' ATTACHMENT 3 AA9sdaltDRZ,.sS - ORDINANCE 110. AN ORDINANCE OF THE CITY OF DENTON, TEXAS, AMENDING THE PROVISIONS APPLICABLE TO PLANNED DEVELOPMENT DISTRICT NO. 1081 PROVIDING FOR A PENALTY IN THE MAXIMUM AMOUNT OF $2,000.00 FOR VIOLATIONS THEREOF; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, by Ordinance No. 887168, the City Council approved a planned development district for 1.353 acres of land (PD-108) located on the east side of Carroll Boulevard, between Prairie and Highland Streets; and WHEREAS, the owner has applied for an amendment to the district to allow the use of signs within the district as provided in the sign ordinance) and WHEREAS, the Planning and Zoning Commission has recommended approval of the requested amendment; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION I. That Section III, paragraph 2, of Ordinance No. 88- 168 is amended to read as follows: 2. All signs within the district shall comply with the sign regulations of the City's comprehensive zoning ordinance. SECTION II. That a copy of this ordinance shall be attached to ordinance No. 88-168, showing the amendment herein made. $EQ11ON III. That any person violating any provision of this ordinance shall, upon conviction, be fined a sum not exceeding $2,000.00. Each day that a provision of this ordinance is violated shall constitute a separate and distinct offense. SECTION Iy. That this ordinance shall become effective fourteen (14) days from the date of its passage, and the City Secretary is hereby directed to cause the caption of this ordinance to be published twice in the Denton Record-Chronicle, the official newspaper of the City of Denton, Texas, within ten (30) days of the date of its passage.That this ordinance shall become effective immediately upon its pacsage and approval. PASSED AND APPROVED this the L'(* day of , 1990. a 00 BOB CASILEBERRY, MAYOR 01,E Nenda No. AgendakteoL 0, Date - / ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: ✓ 1 444 7 I ~ APPROVED AS TO LEGAL FOR14: DEBRA A. DRAYOVITCH, CITY ATTORNEY BY; 17 • _ Page 2 a3. 2513E Agondallem_ ATTACHMENT 3 bite -I ` NO. [J Q AN ORDINANCE OF THE CITY OF DENTON, TEXAS, REPEALING THE SITE PLAN AND CONDITIONS APPLICABLE TO THE 0.426 ACRES OF LAND WITHIN THE PLANNED DEVELOPMENT DISTRICT ESTABLISHED BY ORDINANCE NO. 86-61 (PD-108); PROVIDING FOR A CHANGE FROM TWO-FAMILY 112-F" TO PLANNED DEVELOPMENT "PD" ZONING DISTRICT CLASSIFICATION AND USE DESIGNATION FOR 0.927 ACRES OF LAND LOCATED ON THE EAST SIDE OF CARROLL BOULEVARD, BETWEEN PRAIRIE AND HIGHLAND STREETS, AS MORE j PARTICULARLY DESCRIBED HEREIN, AND PROVIDING THAT SUCH LAND SHALL f BE A PART OF PD-108; PROVIDING FOR THE APPROVAL OF A NEW DETAILED PLAN FOR THE 1.353 ACRES OF LAND INCLUDED WITHIN THE DISTRICT; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, by Ordinance No. 86-61, the City Council approved a planned development district and site plan for the 0.426 acres of land, as described therein (PD-108); and WHEREAS Dale Irwin has applied for approval of a change from two-family r'2-F" to planned development zoning district classifi- cation and use designation for 0.927 acres of land located on the east side of Carroll Boulevard, between Prairie and Highland Streets, as more particularly described herein, said land to be included within and become a part of PD-108; and WHEREAS, the applicant is requesting the approval of a new detailed plan for the entire 1.353 acres to be included in the district; and WHEREAS, on September 28 1988, the Planning and Zoning Commission recommended approvaf of the change in zoning and the approval of a new detailed plan for the Expanded district; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION I. That Section II of Ordinance No. 86-61 (PD-108), provMn-gr- approval of a site plan and imposing conditions applicable to the planned development district therein created, is repealed. SECTION II. That the zoning district classification and use designs[ on o the 0.927 acres of real property described as Tract I in Exhibit "A", attached hereto and incorporated herein by refecence is hereby changed from two-family "2-F" to planned development "PD" zoning district classification and use designa- tion under the comprehensive zoning ordinance of the City of may, ~gerCa Na Apndaitem, kL:A.-.. _ Denton, Texas, and such land shall hereafter be included in and be a part of the lanned development district establishad by Ordinance No. 86-61 FPD-108). SECTION III. That in accordance with article 11 of Appendix B - on ng of tTie Code of Ordinances, the detailed plan described as Exhibit "B", attached hereto and incorporated herein by reference, is herein approved for the entire 1.353 acres of land included in the district, described as Tracts I and II in Exhibit "A", so that the property shall be developed, used, and main- tained in accordance with such plan and the following conditions: 1. The district shall be limited to professional and administrative office uses. 2. No ground, roof, portable, or projecting signs shell be permitted in the district, as those signs are defined by Appendix B-Zoning of the Code of Ordin- ances. All stake and wall signs erected or main- tained in the district shall comply with the regulations applicable to such signs as now or hereafter provided for in Appendix B-Zoning, as amended. 3. Prior to the issuance of any certificate of occupancy for any building on the property, evergreen shrubs, sufficient in number and location to provide a solid screen, shall be planted along the entire eastern boundary of the property, or, iL there is not sufficient area on the property to provide for the living screen, a six foot high solid wood or masonry fence shall be constructed along the entire eastern boundary, in lieu of the living screen. The plane for the required screening shall 'ba submitted with the building plena submitted for a building permit in accordance with the Denton Landscaping Code. 4. The 24-inch diameter pecan tree shown in Phase It of the detailed plan must be maintained with a permeable area under the dripline of the tree in accordance with the requirements of the Denton Landscape Code. Adjacent parking spaces shown on the detailed plan may be deleted if necessary to meet this requirement. SECTION IV. That the Zoning Map of the City of Denton, Texas, adopted the 14th day of January, 1969, as an Appendix to the Code of Ordinances of the City of Denton, Texas, under Ordinance No. 69.1, as amended, is further amended to show such change in the zoning district classification and use designation for the property described in Section II of this ordinance. PACE 2 agenda No Agendaffem D3te SECTION V. That it shall be unlawful for any person to 1 construct or place any building or structure upon, or otherwise develope, maintain, or make use of, the property within the district described herein in violation of the detailed plan or any condition or provision of this ordinance. That any person violating any provision of this ordinance shall, upon conviction, be fined a sum not exceeding $2000.00. Each day that a provision of this ordinance is violated shall constitute a separate and distinct offense. i SECTION VI. That this ordinance shall become effective fourteen (14) -days from the date of its passage, and the City Secretary is hereby directed to cause the caption of this ordinance to be published twice in the Denton Record -Chronicle, the official newspaper of the City of Denton, Texas, within ten (10) days of the date of its passagoeday PASSED AND APPROVED this the of , 1988. 1 ATTEST: I I ER E , CITY SECRETARY I APPROVED AS TO LEGAL FORM: DEBRA ADAM DRAYOVITCH, CITY ATTORNEY i BY:~ PACE 3 ~G, 1 1 t AgerfflD EXHIBIT "A" AgBf1L♦g110R7 ~<~j ~ ~G7,_~ PROPOSED ZONING • CARROLL OFFICE DEVFLOPNIENT Jor DALE IRWIN TRACT it All that certain tract or parcel of land situated in the William Loving Survey, Abstract Number 759, Denton County, Texas; being more particularly described as follows; Beginning at the northwest corner of Lot I Block I of the Offenbacker Addition, as shown by plat recorded in Cabinet C, Page 14 Plat Records; Th,:nce South 00 degrees 23 minutes 16 seconds East with the west line of said Offenbacker Addition a distance of 62.53 feet; Thence North 89 degrees 03 minutes 41 seconds East with a south lin: of said Offenbacker Addition a distance of 2.94 feet to the beginning of a curve to the left with it radius of 19$0,00 feet, a central angle of 06 degrees 56 minutes 3$ seconds, and a chord bearing South 06 degrees 29 minutes 37 seconds East 236.1E feet; Thence with said arc a distance of 236,33 feet to the end of said are; Thence North $8 degrees 37 minutes 45 seconds East with the present north right•of• way of Highland Street a distance of 62.52 feet; Thence North 00 degrees 23 minutes 47 seconds West a distance of 218.60 feet to the most southerly southwest corner of said Offeobacker Addition; Thcnce North $9 degrees 43 minutes 54 seconds East a distance of 73.52 feet to the southeast corner of said Offenbackvr Addition; Thence North 00 degrees 34 minutes 36 seconds West a distance of 76.98 feet to the i northeast corner of said Offenbacker Addition; Thence North 00 degrees 49 minutes 05 seconds East it distance of 62.02 feet to a point In the south line of a (called) It foot alley conveyed to the City of Denton and recorded in Volume 99, Page 230 Deed Records; Thence South $9 degrees 39 minutes 41 seconds West with said alley a distance of 75.47 feet; Thence North 00 Qegrea 43 minutes 43 seconds West a distance of 9.05 feet to a point In the south line of Lot 1, Block I of the Fred Moore Addition as shown by plat recorded in cabinet F, Page I IS Plat Records; Thence South 89 degrees 39 minutes 41 seconds West with said south line a distance of $8.77 feet to the southwest corner of sold Fred Moore Addition; Thence South 00 degrees 16 minutes 27 seconds West a distance of 70,36 feet to the Point of Beginning and containing In all 0.927 octet of land. Tract Its Lot It block 1, Fred Moore A,ldttlon. f I Agenda Item. ~5d _ c EXHIBIT "B" DETAILED PLAN FOR 1.353 ACRES FRED MOORE ADDITION AND OFFENEACKER ADDITION, CONSISTING OFt 1. Detailed Site Plan (1 page); 2. Detailed Landscape Plan (1 page): and 3. Development Standards (4 pages). L- -88-010 i I E I REGC[~r.n SEP o 1 1588 ; i Mir / ~aAtsa IUP . t tjl.a r \ r ra rrrll lu ur /I r , . , , . • I ON 1 Y ` _ L11 I • tIw 1. 4 via Irmw m rntro 1 t WfAW aql I. P. oil • • llt 1 a r' I f 1 uo. W f .r ar 'r" ii Now 1 to 1, wla 1. wr rnw ptrt a r tw {I{ t i i 1, 1i 1.1 1 a .u 1 "1 Ir~orl rnla ~OILE1'1r1p 'I.nsiirt+w lr~/y,}py lulu4.1 t1•LL 1. 14, "to* Fix lM~rrl~vr~Karlf ~ i ~w M`! r•Ir I~U~M ra M i 11 ~ u~l~:n1, rrwve 1 TA ~wlw /AIWIA iUWAf1Y Gg.....- 1 WAN 1j 111184 1 rMI-JAI 1. 11Y MWLtt*-Jwwn 1. 'to n+l trt+ 1[n01.H WI ~A twaitd MrNrtt[./ f1M ~1I1a~ RON 11 If&"-AKAN 1. Irl Ira4ltI-JA1 1, two ,1I 1pt~[{M10.1 1C1nN0 w~M~! r •wnl~ is r1f~1Ir1YY 3~r " Lo. F. mm%. 1411 Mho test a+u~ r} AtlOf1sON 1tn w cartr r ooltw twa rill, I i RECEIVED SEP o 11988 left 1 1 LaAncw wvl u rums some .'11 rsr e tams `wr wwag wrw n rr~ 1 • tlrU L_- M f w I 41 9"m bell 1./. . M rrlr YN 1.11 z • LN G.P. ~mrr . r ( rl i LF. ellee POWANU toll l1/ 1 1,01 wn , am m m m 11Y![ 1 rwa i Miy wwa.i irls;~iii..:;:; r.i . 1,1 1 MM.11Y t. II II.r 1111 .r.l. ; 1 NM M.r.yMW II.i . I~:Ili 11~11r1I; Irl. .1.1 G.'I' .y. Y~ 1 .rWr+ r .jr lu+031V WCIC urotlWT ~♦y ~~1i,~ ~o~r~r t II rl/ 11,rpfrr to al tltr M 11111 1 4~I~Y1 tW11 0 OMw RW er~ /gepclaNo DLYLLCPMINI STANDARDS Agenda 1: l DETAILED PLAN .•89.010 ~ r 1. Statement of Intent of Owner, To develop property in single-story and two stor` q pr_ o_fe•lsionak office buildings i t. Statement Indicating Relation to Denton DrveloFment Guide: _T!e orooerty is n xt r_to existing ¢18fl1iDAJA.Y locmgnt for QCffce j ~ and~r„mnlln+ v~~~nten D v.lonment f~ifd~ 3. Total Number of Acres in Proposed Dlatrlct: -11j53 Acres 1. Land Uses and Total Number of Aerie in Each Parcel or Tract: Total Proposed Acreage a. Single family Detached b. Single family Attached (tovnhouses, cluster, etc,) c. Attached Patio/Garden/Tern Got Line d. OUP14 K " of Nulti-Family to Office 1.353 acres - - 9. Neighborhood &et9ice y^ " h. General Well i:' Cosuaeeoial Light Industrial. , t. Heavy Industrial 1. Other (specify) r.~ 'rw+w++rwr I I) ~evelo mene ?age 1P StanQar>> aQ9f'Li~{N0 _.~2.= S. Off-Site ln(ocmatian - adjacent or surrounding land urea, toning, seteets, ' 'Y -r/ drainage (acllitl u, and othac existing or proposed improvamsnts, (Shownn on concept or detailed plan,) 6. Traffic and Transportation - indicate existing and proposed streets, packing lots, loading areas, access points. (Shown on concept cc detailed plan,) Projected Traffic Generation. (Based on traffic study, It requited.) r 7, Buildingal a. approximate location. (Shown on concept or detailed plan.) { b. Maxisua heigh.s Two story c. Mlntausl setbacks, (Shawn oIt Concept oc detailed plan,) ZS fa t Iron Urell Blvd. R_i:ht_-of-way d. Maslrun gross floor area (squara feet) foe aoatesldentials Lot l two story - 3300 SP Phase II- Two Stor - 6750 SF Lot 2 Ono Story - 3000 $ 1 Lot 3 - Ono Story - 2560 S1 Residential Subdivietont NA to Numb*$ of units Pec acre (danylty)t be Yumbes sad location of lotai (Sbow oa concept of detailed plea.) as minim= mace Width and depth of IOUs (Show oa concept of detailed plan,1 d. Mlniaun (ront, aide and teat yard setbackat (Sho" on concept oc detailed plan.) JeveloFment standards Ag6ndafVD _ -Q/~'__ Pale Agenda IteAt 9. Water and Drainage - approximate location of all exleting or proposed creeks, ~l ponds, lakes, floodplains, other water retention or major drainage facilities and improvements. (Shown on concept or detailed plan.) Curb to be provided on East side of parking lot per Engineering Dept. recommendation 10. Utilities - location of all major sewer, water ar electrical lines and facilities. IShown on concept or detailed plan,) 11, Location of trees 3e in diameter - six 161 feet from ground level, (Shown on concept or detailed plan,) I 12. open Space - location and sire of greenbelts, parka, comron and recreational areas. (Shown on concept or detailed plan.) 13. Screening - location, type and site of 411 fences, berms or screening features. (Shown on concept or detailed plan,) 11. Development Schedule (concept plan) - showing specific date detailed plan will be submitted, date to start construction and complete construction, and rate of development. All dates should indicate month and year. ADDITIONAL RIQUIRf)ZNIS FOR A DITAILLD PLAN 15. Landscaping Plan - major features slid types of landscaping to be used, See landscape plan 3 j. n. . • Deve:o~en: 5:sn:aris Pais 4 AgeldaNo. Agenda(Iem f25 00'16 -i vu- - if. signs - show location, type and else on detailed planr otherWUa,Jigns-must-_~~ conform to Article 11 of the Zoning Ordinance- Wall Signs (No detached el3ns) 17. Sidewalks. Ishovn on detailed plan.) 10. All information required for preliminary plat in accordance with Appendix A r (Denton Development Code) of the Cede of Ordinances. (A separate plat is required.) I 19, Development Schedule (detailed plan) - indicating start and completion of construction and the rate of development. All dates should indicate month and year. Start Date - July 1, 1989 Complete Data January 1, 1990 ab l/6T . ~y Ageridaffe7L- ; 5 ATTACHMENT 4 r" MINUTES Planning and Zoning Commission April 28, 1993 The regular meeting of the Planning and Zoning Commission was held on Wednesday April 28, 1993 in the Council Chambers of City Hall, 215 E. McKinney Street. Present from P63l Chairman Engelbrecht, Mike Cochran, Katie Flemming, Mary Evelyn Huey, and Ivan Glasscock Absent from Ptzi Melvin Willis and Richard Cooper Present from Staffs Frank Robbins, Executive Director of Planning and Development; Karen Feshari, Urban Planner; Owen Yost, Urban Planner; Mike Sucek, Assistant City Attorney; David salmon, senior City Engineer; Jerry Cosgrove, Engineering Administrator, Water/Wastewater; Cindy Cranford, Secretary 1. consider approval of the minutes of the regular meeting of April 14, 1993. Dr, Huey moved to approve the minutes as corrected. Mr. Glasscock seconded and the motion carried unanimously (5-0). II. Hold a public hearing and consider the resoning of a .133 more tract and subsequently amending Planned Development No, 108 being a 1.354 more tract to include the ,135 more tract on property located on the east ride of Carroll Blvd., north of Highland and south of Nest Prairie for the purpose of increasing the gross floor area and acreage. STAFF REPOATI The staff report was given by Karen Feshari "see attached". Ms. Feshari said that lb notices were mailed, five were received in favor and none in opposition. She stated that the petitioner would like to finish out the second floor of building two. Dr. Huey asked if the building footprints would change. Ms. Feshari said no, the footprints would remain the same. PATITIONERI Dale Irwin, 701 S. Carroll, Denton, Texas Mr. Irwin said he felt everything was adequately covered by ! staff, He explained that the original zoning had been done I I 1 I I II ~WdaNo 1 • t }{eidaif anl.- w Minutes April 28, 1993 fy Page 2 several years ago. At the time the zoning was done, they did + not know what the exact use would be. Mr. Irwin explained that the needs of the tenants and the extra elevation of building two brought about the request for the rezoning. IN FAVORI None IN OPPOSITIONt None The public hearing was closed. I Mr. Glasscock recommended approval of case 2-93-007. Mr. Cochran seconded and the motion passed unanimously (5-0). III. Hold a public hearing and consider the rezoning of a .071 acre tract from the Commercial district to the Planned Development district on property located on the east aide of South Locust, west of wainwright and north of East Prairie for the purpose of a mixed use development consisting of offices, restaurant, and apartments. STAPP REPORTi The staff report was given by Karen Feshari "see attached". Ms. Feshari said there were 27 notices mailed. Five (5) notices were received in favor and none were received in opposition. Mr. Cochran asked who the Declaration of Restriction would be secured from. Ms. Feshari explained that Mr. Bell was the owner of Victoria Square and Victoria Village, both on Lot 1, Block 1, Victoria Square Addition. She said that he would have to agree to share the parking. The Declaration of Restriction would have to be filed with the county, The city would get a copy of thts official document and it would always accompany any development on the property, Dr. Huey asked if part of the parking was new. Ms. Feshari said no, the parking was existing. Dr. Huey stated that there seems to be inadequate parking for the area already. Ms. Feshari stated that the Certificates of occupancy for each tenant indicated adequate parking for each business. She stated that Victoria Square could, according to the zoning ordinance, borrow or share parking spaces with another business that is located within 500 feet. Ms. Feshari 02, Elk-"0CS%0PD\IAV1M.0 Ag ^I _..1..~-.11.~s..._.._.. a. 3a rdo ~puntlaltem k5, SSG' . ORDINANCE 140. AN ORDINANCE OF THE CITY OF DENTON, TEXAS, PROVIDING FOR A CHANGE FROM TWO-FAMILY (2-F) TO PLANNED DEVELOPMENT (PD) ZONING DISTRICT CLASSIFICATION AND USE DESIGNATION FOR .135 ACRE 01' LAND AND IN- CLUDING SUCH LAND IN PD-108 ESTABLISHED BY ORDINANCE NO. 88-168; REVISING THE DETAILED PLAN FOR PD 108 TO INCLUDE 15 NEW PARKING SPACES AND ENLARGING THE PD TO 1.489 ACRES LOCATED ON THE EAST SIDE OF CARROLL BOULEVARD, NORTH OF HIGHLAND AND SOUTH OF WEST PRAIRIE; PROVIDING FOR A PENALTY IN THE MAXIMUM AMOUNT OF $2,000 FOR VIOLA- TIONS THEREOF] AND PROVIDING FOR AN EFFECTIVE DATE. I j WHEREAS, by Ordinance No. 88-168, the City Council approved a planned development district for approximately 1.353 acres of land known as PD-108; and WHEREAS, Dale Irwin has applied for a change in zoning for a .135 acre of land from Two-Family (2-F) to Planned Development (PD), so that such land may be consolidated with a revised PD-108 of approximately 1.489 acres to provide for 15 additional parking spaces on the east side of PD-108; and WHEREAS, on April 28, 1993, the Planning and Zoning Commis- sion, after a public hearing, recommended the requested change in zoning; and WHEREAS, the City Council finds that the change in zoning will be in compliance with the Denton Development Plan; NOW THEREFORE, THE COUNCIL OF THE CITY OF DENTON ORDAINS= ~.._J 9ECTi0N I That the zoning district classification and use designation for a .135 acre of land described as 15 parking spaces to the east of approximately 1.354 acres of land described in the revised detailed plan for PD-108, is changed from Two-Family (2-F) to Planned Development (PD) zoning district classification and use designation under the comprehensive zoning ordinance of the City of Denton, Texas. AM71 N II That a copy of thip ordinance shall be attached to Ordinance No. 88-1680 showing the amendment herein made and in- corporating the detailed plan attached hereto as Exhibit "A" as the detailed plan for the revised 1.489 acres of land constituting the revisad PD-108. SECTION III That the legal description for the new PD-108 is Lot 1, Block 1 of Fred Moore Addition and Lot It Block 1 and Lot 2R, Block 1 of Offenbacker Addition. Agendaiiam. we. -?0 SECTION TV That any person violating any provision of thi ordinance shall, upon conviction, be fined a sum not exceeding $2000.00. Each day that a provision of this ordinance is violated shall constitute a separate and distinct offense. SECTION V That this ordinance shall become effective four- teen (14) days from the date of its passage, and the City Secretary is hereby directed to cause the caption of this ordinance to be published twice in the Denton Record-Chronicle, the official news- paper of the City of Denton, Texas, within ten (10) days of the date of its passage. PASSED AND APPROVED this the day of , 1993. I III BOB CASTLEBERRY, MAYOR ATTEST: JENNIFER WALTERS* CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY BY:G~~1 Q PAGE 2 1 1 f . ~ I 1 `I v• saw[.. ~ w Grc.J r.. ca~~~fo .•+.c. V EF M I 11 r .a I w ff a , j 11 ~l _ , Loft 0W I~ sda ° Oro Ask {°r, w9"~" rvw 1 ~ ~i e.anc yv,iv \ H jam / Tom AArgs 1 AM r CAPAOLL IOARVAI/ a% qw M TV M TV" Poor IA Tom open now Ow" mw if LAMICAP M AUA LW111MI Oft T~ IM Ih~(la~~MM"tV"i H f l w P~di •,°'^7PIG•Oq TI Mme.. N~6MM AAA wav" Oft pow r 'I► rar ro 2 F~N LAMOO~ AMA MMW am an V, J c PO-10S Vj LOT 1 SLOCK LOCATION'NAP ` Offlntrletlr Addltl . 0►Pt!A, To'" t~ f~ i C s r ~k it i I i Or 4~ O„ r DATE: June 1, 1993 q~Jp, ?3'0 ApWoR CITY COUNCIL REPORT (~0 TO: Mayor and Members of the City Council Q FROM: Lloyd V. Harrell, City Manager SUBJECT: Z-93-008, Addition of Apartments to Victoria Village RECQMMENDATION• The Planning and Zoning Commission recommends approval (6- 0), with conditions. SUMMARY: A request to rezone a .871 acre tract from the Commercial district to the Planned Development district for the purpose of a mixed use district consisting of offices, restaurant, and apartments on property located on the east side of South Locust, west of Wainwright and north of Prairie, also known as Victoria Village. BACKGROUND: i See P&Z report. i` PROGRAMS. DEPARTMENTS OR GROUPS AFFECTED: Building Inspections. code Enforcement. Planning. FISCAL IMPACT: N/A. Respectfully submitted: Prepared by: Lloyd V. gaY ell,~t~y Manager +Xarnes ri, Urban Planner Approved: rank H. Robbins AICP Executive Director Planning and Development A M0378 jp~ i I I vndaNo, AgeOdIteRt,.5.~..`...,„+ L- PLANNING AND ZONING COMMISSION REPORT Tos Mayor and Members of the City Council Case No.s Z-93-008 Meeting Dates June 1, 1993 ` GENERAL 2NFORMATION Applicants Jack Bell Companies 1002 Dallas Drive i, Denton, Texas 76201 Current Owners Jack Bell 1002 Dallas Drive Denton, Texas 76201 Requested Actions Rezoning property from the Commercial district to the Planned Development district for the purpose of mixed use development consisting of offices, restaurant, and apartments. Location and Sizes A .871 acre tract located on the east side of South Locust, west of Wainwright, north of East Prairie. i surrounding Land Use and Zonings North - Commercial South - Commercial; Victoria Square (office, general and medical) East - Commercial West - Commercial I Denton Development Plans Urban Center. ~geno~No z' A3enGaEtem zS ' rt:e 115, Case No. Z-93-008 June 1, 1993 Page 2 r SPECIAL INFORMATION ; The proposed change will have no substantial effect on infrastruc- ture. i r HISTORY This is the location of Victoria Village which is currently the location of various businesses and the Homestead Restaurant. According to City records, the property has been zoned Commercial since 1969 via the adopted zoning map, On April 28, 1993, the Planning and Zoning Commission heard this E case (Z-93-008) and recommended approval with conditions (6-0). I 1 ANALYSIS i The site is located in an Urban Center. According to the Denton Development Plan, these areas are encouraged to have mixed uses including high density residential. Due to the proximity to the downtown area, the combination of nonresidential with apartments on the second floor is considered a desired land use. The main concern is parking. The site plan reflects a total of 61 provided spaces, however, a total of 76 spaces would be required. The property adjacent to this site, Victoria Square, has additional spaces which could be used as shared parking. See Attachment 4. Although the proposed rezoning is located on the same lot of record as Victoria Square, a declaration of restriction is required. Providing the parking conditions are approved with this request the proposed rezoning complies with the policies of the Denton Development Plan. I Case No. Z-93-008 /i June 1, 1993 Page 3 i RECOMMENDATION { The Planning and Zoning Commission recommends approval of Z-93-008 f with the following conditions: 1. 15 of the 54 parking spaces located on the southern half of Lot 1, Block 1, Victoria Square Addition (also known as Victoria Square), immediately to the south of this site shall be utilized for this Planned Development district in order to meet the 76 parking space requirement. Prior to building permit application, the applicant shall secure a Declaration of Restriction as set forth in Section 35-301(e). 2. One (1) directional sign shall be located at each means of ingress/egress of the northern half of Lot 1, Block 1, Victoria f Square Addition (also known as Victoria Village), directing patrons/employees to utilize the additional parking spaces located at the southern half of Lot 1, Block 1, Victoria Square Addition (also known as Victoria Square). As set forth in the Sign Regulations, these directional signs shall not exceed six (6) feet in height or ten (10) square feet of effective area. ALTERNATIVES 1. Approve petition. 2. Approve petition with additional ccnditions. 3. Delay consideration. 3. Deny petition. ATTACHMENTS 1. Location Map. 2. Reduced Site Plan. 3. Minutes from P&Z, April 28, 1993. 4. A preliminary plat showing location of shared parking. AXX0034A y a~G^Gd119~9~ ~ ATTACHMENT 1 Z-93-008 Victoria Village NORTH rI a ~ ~r 'Yllllld ~ ~ ~y 4 o L L~J . ~~77 Der HAYiLS IIIrh~~ cnEZO h 1~W. OAK ~~IJO ~ O~~l._OAK CAR wi J - W. HICKORY s1Q YCKOR1f r, ont L- -J ~ SITE Q m DOWN WN cr S Z J T CUfTEIIe l J y Z E FRAIR rrrErEa V F " ~ ~ w ° + • N V1 DD[~ a❑ N ~ !2 J M rwav U F~ L IF MILL tl DDD MOO" r w z J o~ ~ wo,a7r ~ ~~~4s EAX ~ ~ oq~` ° d SHi \1S ~ ALECRE VISTA z C a J ~nnrn ~1 f~ r Dele: 4/28/93 Scale: None S" I ~ I ..lr~t.i..a;;t~..iio rirra {f ~ ~ + onwR A.I•AA•IC't agtls*~ F- 1 fi { iTPfFNMt i I~ Se',~.Jy '-C'i A.6r.J/1 4 STctj{ 1e 'I orr" e~ .t ..g II irai ,9 nowt j i1j i z.~ n4°t'!'! ofp L, m' \ co , -T 1 I: Er i~ 1E - } . A Ir + t*,'s+'-1N . •I Ii I e.an i. SI J I I 1 w ~ea^ N a u. ♦ - ~ -Rr• 4 rwler♦y S n ICI n. < _ _ r ' C~_ ' '6 Y0 g r 00 Ij F - It 041 17 i I l -.I ~ JJ~ i t.~~__~_-r~sT'da rwro Fuu',~ Fat 01 ituw~s - s I ~ 'h Ilium j~ h~.kRSye1 EXISTING SITE PLAN 0 o b' 30 - ORAPHEC SCALE o 0.871 ACRES' SITEARE4 ~ CCMMERCIAL 20NlNG W. a o # I ofy~"ftojf PROJECT DATA PROPOSED M.D.No USEA,E j . OFFICE ARCA• 9531 SF ~ PESTAUAANT- 373..• SF SITE F PRO K D"0 PARTMENTS • 1 ~y3 T M UN171-TO TAL IA LNIL} 75565/ k - t BE DR00 I BEDROOM OUTS TOTAL( 3 UNITS) 1614 S F E' TOTAL 17,0363E 'I II I~ I ~y h PA pfiwE AACA • IVW PER 300 U SUBTOTAL 32 SPACES VICINITY MAP RESTAURANT&'ATINO CAPACtTT• ISPACE PER 3DCATS (99) SUBTOTAL. I; SFACES NOT[ ALL PROPERTIES LOCATED DIM L~' Y I PROPOSCO APARTMENTS, ADJACENT TO TNC PROPOSED SIT 7BEDROOM VNITS • I. TS SPACES PER UNtT N) SUBTOTAL T SPACCS AR[ PBCSENTLY 70NC0 FOR COIAN en !L~\ I BEDROOM UN111 • LS SPArESPER UNIT 131 SUBTOTAL S SPACES US[. VV\ 1" IOTA'. KO Of PARKING SPACES REQUIRED- 71 SPACCS i ASendaafem____~'--_S ATTACHMENT 3 Minutes April 28, 1993 7 Page 2 several years ago. At the time the zoning was done, they did not know what the exact use would be. Mr. Irwin explained that the needs of the tenants and the extra elevation of building two brought about the request for the rezoning. IN FAVORi None IN OPPOSITIONY None The public hearing was closed. Mr. Glasscock recommended approval of case 2-93-007. Mr. Cochran seconded and the notion passed unanimously (5-0). III. Hold a public hearing and consider the rezoning of a .871 acre tract from the Commercial district to the Planned Development district on property located on the east aide of South Locust, west of wainwright and north of East Prairie for the purpose of a mixed use development consisting of offices, restaurant, and apartments. STAFF REPORTt The staff report was given by Karen Feshari "see attached". Ms. Feshari said there were 27 notices mailed. Five (5) notices were received in favor and none were received in opposition. Mr. Cochran as!.ed who the Declaration of Restriction would be secured from. Ms. Feshari explained that Mr. Bell was the owner of Victoria Square and Victoria Village, both on Lot 1, Block 1, Victoria Square Addition. She said that he would have to agree to share the parking. The Declaration of Restriction would have to be filed with the county. The City would get a copy of the official document and it would always accompany any development on the property. Dr. Huey asked if part of the parking was Yew. Ms. Feshari said no, the parking wan existing. Dr. Huey stated that there seems to be inadequate parking for tho area already. Ms. Feshari stated that the Certificates of Occupancy for each tenant indicated adequate harking for each business. She stated that Victoria Square could, according to the zoning ordinance, borrow or share parking spaces with another business that is located within 500 feat. Ms. Feshari ~gand aNo _._.r,.3_,., ~ Are I d a If e~. Minutes I April 28, 1993 77-/ Page 3 emphasized that they could only share extra parking spaces. Mr. Cooper arrived at 5:30. Mr. Engelbrecht stated that Victoria Square would actually have 15 less spaces. Ms. Feshari said that was correct. Mr. Bucek said that one of the problems with designation of the parking spaces would be new tenants. Ms. Feshari said that if a prospective tenant wanted to move in and their use would require more parking than currently available, they would not be allowed to move in because the extra spaces would have been designated for use by Victoria village. Dr. Huey asked for clarification. She asked if some of the existing parking spaces for Victoria Square would be set aside to be utilized by Victoria Village. Ms. Feshari said yes, they would only be used by Victoria village. STAFF RECOKKENDATIONr Staff recommended approval of Z-93-008 with supplemental conditions "see attached". PETITIONERI Diane Coulson of Horn, Thomas, and Chandler, 3730 E. McKinney Street, Suits 102, Denton, Texas. Ms. Coulson was representing the petitioner. Ms. Coulson said she would answer any additional questions. IN FAVOR - None IN OPPOSITION - None Mr. Engelbrecht asked if any questions were raised , regards to the problems that could occur if there were apartments. He asked what type of problems hc..i we heard about from the apartments located above the businesses on the square. Ms. Feshari said there had been no problems that ehe was aware of. She explained that, from a plannei'e viewpoint the upstairs apartments were a desirable land use. It would help to keep people in the area at all times. Ms. Feshari said that Jane Biles, the main street Coordinator, would be working I i +gerdaNo r _i 2? Minutes A 77/5,/ April 28, 1993 , Page 4 with Mr. Bell. Ms. Biles would be involved in the project. Mr. Robbins said that the main problem with some of tho occupants in the downtown area had been parking. Some of the occupants would like to have designated parking available to the tenants. The current position seemed to be that the parking provided for residential use should be the problem of the owners not the City. Mr. Robbins said that there had been some controversy over residents parking in spaces that should be available for business customers. Mr. Cochran said he felt that apartments would be a good use. They would be less intensive than offices and they would bring vitality to the area. Mr. Engelbrecht stated that there would always be a parking issue. Mr. Cochran moved to recommend approval of case Z-93-008 with the supplemental conditions 'see attached", rezoning from the Commercial district to the Planned Development district. Dr. Huey seconded and the motion carried unanimously (6-0). I Consider the preliminary and final replats of Lot A, of the G.D.I. subdivision, creating Lots Al ani A20 Block 1. STAFF REPORTI The staff report was given by Mr. Yost. Mr. Yost eaid that the 4.7688 acre site was located at the southeast corner of Loop 288 and Market Street., in the G.U.I. subdivision. The site is the location of an unused warehouse having 34,950 square feet. There is one platted lot on record for the building and the existing billboard. Mr. Yost said that the applicant wanted to remodel the existing building into offices, and create a separate lot for the billboard. The site is located in a light industrial (LI) zoning district. The subdivision regulations do not prohibit the proposed lot arrangement. The replats would conform to the minimum requirements of the Subdivision and Land Development Regulations; Chapter 34 of the Code of Ordinances. I RECONNENDATIONP The Development Review Committee recommended ` approval. h Dr. Huey said that she did not understand the reason for the replat. Mr. Yost said that the applicant wanted to create two (2) lots, one (1) for the bui)ding and one (1) for the billboard. 9. t : \woOCS 0RD\sE LL , ORD ; ORDINANCE NO. AN ORDINANCE OF THE CITY OF DENTON, TEXAS, PROVIDING FOR A CHANGE FROM COMMERCIAL (C) TO PLANNED DEVELOPMENT (PD) ZONING DISTRICT CLASSIFICATION AND USE DESIGNATION FOR .871 ACRES OF LAND LOCATED ON THE EAST SIDE OY SOUTH LOCUST STREETr WEST OF WAINWRIGHT STREET AND NORTH OF EAST PRAIRIE STREET; PROVIDING FOR A PENALTY IN THE MAXIMUM AMOUNT OF $2,000 FOR VIOLATIONS THEREOF; AND PROVIDING FOR AN EFFECTIVE DATE. r WHEREAS, Jack Bell Companies has applied for a change in zor- ing for 873 acres of land from Commercial (C) to Planned Develop- ment (PD) z,.,ping district classification and use designationr and WHEREAS, on April 28, 1993, the Planning and Zoning Commis- sion, after a public hearing, recommended approval of the requested change in zoning; and WHEREAS, the City Council finds that the change in zoning will be in compliance with the Denton Development Plan; NOW THEREFORE, THE COUNCIL OF THE CITY OF DENTON ORDAINS: SECTION I. That the zoning district classification and use designation of .871 acres of land described in Exhibit A and il- lustrated in the Site Plan in Exhibit B, both exhibits being at- tached hereto and made a part hereof for all purposes, is changed from Commercial (C) to Planned Development (PD) zoning district classification and use designation under the comprehensive zoning ordinance of the City of Denton, Texas. SECTIO II. That the district shall be subject to the fol- lowing conditions: 1. 15 of the 54 parking spaces located on the southern half of Lot 1, Block 1, Victoria Square Addition (also known as Victoria Square), immediately to the south of the site known as Victoria Village, shall be utilized for this Planned Development district in order to meet the parking space) requirement of 76 spaces. Prior to submitting a building permit application, the applicant shall secure and submit a Declarlion of Restriction as set forth in Section 35-301 (e) of the Code of ordinances. r 2. One (1) directional sign shall be located at each means of ingress or egress to the northerr half of Lot 1, Block 1, Victoria Square Addition (also known as Victoria Village), directing patrons and employees to utilize additional parking spaces located in the southern half of Lot It Block 11 Victoria Square Addition (also known as Victoria Square). These directional signs shall not exceed six (6) feet in height or tin (30) square feet of effective area. /D jjp~ AgeroaNo _.._SI,~~L-~ !,tote ~T3 v i SECTIQN III. That any person violating any provision of this ordinance shall, upon conviction, be fined a sum not exceeding i $2,000. Each day that a provision of this ordinance is violated shall constitute a separate and distinct offense. 5E&LLON IV. That this ordinance shall become effective four- ~ teen (14) days from the date of its pdeaage, and the City Secretary is hereby directed to cause the caption of this ordinance to be j published twice in the Denton Record-Chronicle, the official naws- 1 paper of the City of Denton, Texas, within ten (10) days of the date of its passage. 1 II PASSED AND APPROVED this the day of , 1993. I BOB CASTLEBERRY, MAYOR ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCM, CITY ATTORNEY BY., _Q ! ~ v r agenda No C EXIMII' "A„ AgcridaItenI_ Beginning at a steel pin at the intersection of the north right-of•way of East Prairie Street with the east right-of-way of South Locust Street, recorded in ` Volume 1610, page 933, Deed Records; Thence North with the east right-of-way of said locust Street a distance of r 200.0 feet to a steel pin at the southwest corner of the Tract and the Point I` of Beginning; Thence North with the east fight-of-way of said Locust Street a distance of 160.0 feet to a steel pin at the northwest corner of said tract, recorded in 4 Volume 1660, page 97, Deed Records; i Thence South 89 degrees 36 minutes 10 seconds East a distance of 252,98 ' r feet to a steel pin on the west right-of-way of Wainwright Street also being the northeast corner of said tract, recorded in Volume 1660, page 97, Deed i Records; I Thenc. South 00 degrees 02 minutes 50 seconds West with the west right- of-way of said Wainwright Street a distance of 150.0 feet to a steel pin for corner; I Thence North 89 degrees 36 minutes 10 seconds West a distance of f 262.86 feet to the Paint of Beginning containing in all 0,871 acres of land. I I I I I I I I` I I Imp ti f ~SItI. I glrrAO AlAM MVY.lA [nAelo b. Ni I E "'rF 1.4t1 r1.1 w.J.. ~.:►7J1 b' o f/J E j I vuY ,ee u'w•e ne _ J PMpAM I yPE .r.aNi or► cs eU: a u 1 j ♦7e 1'. ..a r ~ff r o y,wf i ' l L I' 1 r I pU Lb.h rd 1j q --►a d ,4 iw7 Ii•' i r 4 ~ , 44- I le- w.. , i rw~ E , -"T Ir eY • E I i i I g I a► I ~ ~ I I I, ` E .M I I I 1~.. t~I\.ts, (•r+ro puxuL, /ac bt wacuy E \ Il tl j lal } I I a•p.,.r~ EXISTING SITE PLAN / - GRAPHIC SCALE LOT 2R BLOCK I P - 1 0.871 ACRES- SITE AREA COMMERCIAL 20NINO • PROJECT DATA PROPOSED IUIIOWG VKA9[ 1 f ' OFFKC AREA, 1951 If. 1 RtSTAURANT: SISI IF.. "SITE PRO►OKCI APARTMENT II 1E I S[OAOOM UNITI PTOTAL I A VNITS I ISSI Sf. Y 1 KDROOM LftTS-TOTAL(I UNITS) 1914 OF. TOUT I7,0lS I,L I I / I-. PARKING VICINITY MAP Off" AREA • ISPACE KR Soo SF SUITOTAL r It SPACES RESTAURANTKATPq CAPAC"• ISMCt KR IKAI$ III) IUITOTAL r SO SPACES NOT[' ~ACCIOPETO~XE PL CAT0 010 L [LT PROPOSED APARTMENTS' I/(DROCM UNITS• 1.71 SNCp PE R UNIT IUITOTAL T S►ACEI ARE MtstNTLT ZONED FOR O t \ Q I SEDPWM UNITE • 1.9 SPACCSPER UNIT IS) IU110TAL r I SPACES USE TOTAL NO Of PARKING SPACES AEOUIRtO • N IFACU ~~Ief 1 y ~I J ATTACHMENT 4 RF- W" I1 roa btu • N ,°e I ,orrtttrlRti ~ LOT 2A r LOCK iA r ° tAA e ~ O• ° a A t0'~i . Anl iil'~ ~ n miv p1 I I $ IrIOI I10f1 j1, r r 100 1 I J }n*•.~ a M1 311 \ • 1 4 40 sl ~ e nooocusr MA CITY OF KXTCH n 0,'!i,' Q 1 Ins ri Go 0, 111 a it. w .re U-4 4 Pr I I eommumc k tatty f 1 I ~ ff r.er. {Li•.'.C •:.srrv~lllJ: !sln La~lrrv -•-•~-res Tl tt m...,_. •_111i - t ~ rs-. r az H ltrli Lc ~~c L »re.. [ash c a n llrv r. c rrvi r. l m:T ll rT tl ea sa +al M tl •l 0 MR. 'N I Na. -Q Alp r4 III DATE: June 1, ~n11993 CITY COUNCIL REPORT 4''4 TO: Mayor and Members of the City council FROM: Lloyd V. Harrell, City Manager SUBJECT: Proposed amendment to 15.174 acres of Planned Development No. 720 plus modification of an ordinance condition, RECOMMEDATIO (see attached report) Sv1'~1AR Y: (see attached report) BACKGROUND: (see attached report) gROGRAMS- DEPARTMENTS OR Cunno AFFECTED. None FISCAL IMPACT. None Respectfully submitted: Prepared: 24- Lloyd V, rrell City Manager % p G. Owen Yost, ASLA Urban Planner Approved: FraA ob in ; AICP Executive Direc or Planning and Development AarA No AQetaIterrt_ Idle. ~ - - ~ ~ REPORT TO THE CITY COUNCIL Tot City Council, City of Denton FROMs Lloyd v. Harrell, City Manager Case No.t Z-93-009 Meeting Dates June 1, 1993 I I GENERAL INFORMATIO I Applicants Heritage Development Co. 2220 San Jacinto Blvd. Denton, TX 76205 (Jane Carlton) Current Owners Cooper Glen, Ltd. 2220 San Jacinto Blvd. Denton, TX 76205 Requested Actions Consider recommending an amendment to Planned Development No. 72, allowing single-family detached residential use in the area platted as Cooper's Landing, Section Iv which is currently designated for duplex/4-plex use. In addition, modify a condition of the approved ordinance 84-50 so as not to require detailed plans for single-family detached land use. Location and Sizes A 15.174 acre tract, located north of Windsor Dr., east of Locust St. and generally southwest of Bell Ave, The fifty lots are platted as lots 1-18, , block 1; lots 1-11, block 2; and lots 1- 21, block 3. Surrounding Land Use and Zonings North - PD-72, designated for garden homes South - PD-72, designated for multi-family use; and the right-of-way of Windsor Rd, East - PD-72, designated for four-plex use. West - Right-of-Way of Locust St., across from which is Evers Park. ~gendoNo -yis Agenda ~terr~ rote C . Case No. Z-93-009 -June 1, 1993 Page 2 Denton Development Plant The tract is in a Low Intensity area, which is designated primarily for residential use. Area #26 is currently 89t allocated. SPECIAL INFO TION Transportation: The public streets are already existing, as are the public sidewalks which comply with regulations in force at time of platting. Utilities: six-inch water lines exist in Foxwood Circle and Hollycreek Dr. A ten-inch water line exists in Bell Ave. Fire hydrants, with adequate spacing and flow, currently exist. Ten-inch sewer lines exist in Bell Ave. and Foxwood Circle. An eight-inch sower line exists in Hollycreek Dr. Drainage: A detention pond currently exists, and handles drainage adequately. NISTQML Planned Development No. 72 was authorized on 4/17/84, according to the attached concept plan and ordinance 84-50. No detailed plan was required since the ordinance waived site plan review for one- and two-family residences. Prior to 4/17/84, the entirety of the land in PD-72 was zoned Agriculture (A). The plat of 15.174 acres was approved in October of 1985. ' The lots shown on that plat support SF-7 type use and utilize rear-entry design. Case No. Z-93-009 (~~R 9~ June 1, 1993 ,i Page 3 N 8 8 The not?nsity of Area N26 will actually decrease the proposal under review. The intended duplex use of the land (allocated at 80 trips/acre) would be reallocated at 42 trips/acre. r Curren`l ,174 x gU perty is allocated 1213.92 intensity trips by 576.6 trips (15~174hx 42Proposal would reduce Intensity 576.6). 637.308! 1213.92 - 637.308 Fifteen notices were mailed to property owners within 200 feet, To date no respanses have been received. CO EN AT-- Y The Commission unanimously recommends 00-9.72ThebeCommimodisfision s PD a condition of edalososrecoot nmmendtos require detailed th site plans for single-family detached land use. site L NTVEB 1- Approve petition. 2. Deny Petition. 3. Approve with additional conditions. 4. Postpone. ATTACK E 1. Location Map, 2. Original PD-72 concept plan, 3. Final plat as approved, 4• Ordinance 84-50, 5. P&Z minutes, 6. Proposed ordinance, AxxDo3Ao ~r al;ens 7'r,-. as fI - c a° a`~; i r;' f I__ _i ~,1 E ~ ~ 14ORTH Q' ITJLJ \ r ~ LL ~ ' ~1 ~c~~ II~ f a ACOI LA n. ®o A `f li ~1 n ,loRTrJ NORI J 0 N~ i 1 a ~r"~' a~~ ~~~~/jam j ~ ® o NR o ~'-1 RSG \ Lc+R~ LM. 4 AINGS 9o1T10N ~Y'; I ~ ~ ® C CAL N R IY of R ~ `-~.~L~J L~~.',"/~~ ~®~4 S 'Ciii n i ~a 000 [ cad ~ r r ;.5. I~ pl._._ a 1 i II4pL1 PAVILY If ~a.sM~ . 1 1 rL •r, rr. I ~ ~ Ppr~z •r \ ,FLCCDWAY/CPt4$PACI •i^" e~e~i1 GARDEN HCM66 I~~IRI/-IUM! It~LO~a I LORI •r,w.+• .LIM ~f I 1 I~ QU/lt'K~4" C.3X ' Yl'lit-IAMIIY • . a r ~ rIM01o► ± ~LLpH ~,pE! r .~rr.rrr,..~ ~ ~mwnnu.nrla Y. C P I► f n r11t Ic~,lu ~ ~I~.u r I r 1~~r - Fro I3/i rd ,W ~ ~ "„Nq. ~ • 7-7 cNir~lt Icut ~ 7z ~j-- j 11 .•I {I - ~rl ]YT Niel ru X11 r0' i1 ur1 ril.q H~ZLH 'I •y11 '0 l _ 7 I y~~, ♦I1 ~ •,o rur. r. ..r', r.u pr," ~ ~rh ~•rt i' ,1 d`I 1 ii J1~' l~ rb)~.EN, r Nf ~ NIr•, it it 4 . ° j Ll• a ilr i'. ii• , y el a+.,,• 1•u.r. O .11'!1 •i• d,• v14 I NII? MA IF cueq D • • J- FIR! o r • ~1r r^dn f'! y~~Y + I Z •e ul , nl , ,e, , I,l 4,' . N 1, I' . iDe' ~_Ja I I 1 i n Iur ♦ ' r , ~ ' i ~(+'o `('•r ~ 1 iNI 1 '.oe x r we, ,n tl' p Ol r~ b r ` y iL~vle n' nuN n~,. .~Y+, u'. nr N' r t 8~{• ti r \ C 1 1'• 10• I H 11•: • M1,• V If .rl IIIN .•Y ,'IIO'• ..H V +1. , • '4 !rl' 1• % ry ^i S t q +1' Y L. f001U LAND IIIIIIIQQQQQQ ' ' r F Irr~ I1` 11 ~ . A r SLC7IOK INNt 1 rN' 0 , Erbi.i1nC1L•~1~3''~ QpC , "7 ♦ SS Z y n. rP ~ . N / IN/ NY•p.,1 "N IIfN NIlr A IN, r - 1e\i~1 'rJ .~N n•~r6~e.'n •r^' Ir . 1 ru~"v 4f``+P 1 [ 1~ l NI c•.'u•r r R ~r'-_ ~CMtN -r R1 0 Ar'- • r.. ......r ,n'~e~D•~r~arrz.1~ L ~ III tic ~ TWO wo r 4 r f00rCr Lr NO iM0 IN Oir, L 1 ~•'IL I' ' ie ;tfIOM ONL .1~, r , 1 r s~ rOrri~~h C ~ ~ g WINDSOR- DRIVE ..,r r.. PlN4L 7Uf "'u COOPER LANDING ,,-~L1 y tt SECTION FOUR ";Y"- cotuu . 41 S. N f Y K N C `r CITY OF DENTON ~_r_ . o tN,/•/ L t~ OENTON COUNTY, TEXAS elm ri1 D L t Clol RBC~IVP.f' AUG 2 2185 b Awdj No v3 - of ATTACIIN:XNT 4 Agenda [is nL_.~L~ [ate ~ / - 93 NO. AN ORDINANCE AMENDING THE ZONING MAP OF THE CITY OF DENTON, TEXAS AS SAME WAS ADOPTED AS AN APPENDIX TO THE CODE OF ORDINANCES OF THE CITY OF DENTON, TEXAS, BY ORDINANCE NO. 69.1, AND AS SAID HAP APPLIES TO APPROXIMATELY 127.484 ACRES OF LAND OUT OF THE B.B.B. & C.R.R. COHPANY SURVEY, ABSTRACT NO. 186, DENTON COUNTY, TEXAS; AND MORE PARTICULARLY DESCRIBED HEREIN; AND DECLARING AN EFFECTIVE DATE. THE COUNCIL OF THE CITY OF DENTON, TEXAS, HEREBY ORDAINS: I SECTION I. The Zoning Classification and Use designation of the following described property, to-wit: TRACT 1: All that certain tract or parcel of land situated in the g 8 B 6 C.R.R. Comta my Survey, Abstract No. 186 in the City and County of Denton, Texas., the said tract being all of a called 100.695 acre tract end part of a called 40.891 acre tract, both tracts described in dead from J. Newton Razor to Jesse Newton Razor, et al recorded in Volume 541, Page 654 and 655 of the Dted Records of Denton County, Texas; the said tract being more particularly described as follows; BEGINNING for the northwest corner of the tract being described herein, at the northwest corner of the said 100.695 acre tract, raid print being in the east right-of-way line of F.H. Highway No. 2164 kNorth Locust Street) at its intersection with the north line of the said B.B.B. & C.R.R. Survey, northerly 26.3 feet from an iron rod found at a fence corner; THENCE south 89°28'26" east with the north line of the a,' 100.695 sore tract and the north line of the said B.B.H. 6 C.r Co. Survey and a distance of 1401.66 feet to an iron rod a, .or the meat northerly northeast corner of the said 100.695 acre tract; THENCE south 01°18'34" west with the west line of the said 100.695 acre tract a distance of 2558.55 feet to a fence corner; THENCE south 88°02'08" east along a fence a distance of 312.31 feet to an iron rod found at a fence corner for the most easterly northeast corner of the said 100.695 acre tract; i THENCE south 01°01'00" west along an old fence line, passing at 497 feet the southeast corner of the said 100.695 acre tract and the northeast corner of the said 40.691 acre tract, and continuing along the sece course, in all, a total distance of 1026.32 feet to an iron rod set for corner in the north line of Windsor Drive as monument on the ground; I THENCE north 89°40'30" west with the raid north line of Windsor Drive a dtstance of 1709.48 feet to an iron rod found in the cast right-of-,vay line of F.M. 2164 (North Locust Street); THENCE north LO°23'00" east with the east right-of-way line of F.H. 2164 and the west line cf the said 40.891 acre tract, passing at 565 its northwest -orner, same being the southwest corner of the said 100.695 acre tract and continuing along the same course, in all a total dish ,a of 1072.26 feet to an iron rod found at an angle point in the aid line; THENCE north 01°28'46" east continuing with the east right-of-way line of F.M. 2164 and the west line of the said 100.695 acre tract ' Z-1626-JOE 811,F.W-PAGE ONE I I Aosnda No ..ywL : iS~ Apenda3fem,~ ~s `f Date _ 9 C,17 a distance of 2526.52 feet to the place of beginning and enclosing 123.352 acres of land. TRACT 2: All that certain tract or parcel of lend situated in the 8:871-6 C.R.R. Company Survey, Abstract No. 186 in the City and County of Denton, Texas; the said tract being a part of the called 40.891 acre tract described in the deed from J. Newton Razor to Jesse Newton Razor, et al recorded in Volume 541, Page 655 of the Deed Records of Denton County, Texas; the said tract being more particularly described as follows: BEGINNING for the southwest corner of the tract being described herein, at an iron rod set for the southwest corner of the said 40.891 acre tract, said point being in the east right-of-way line of F.M. Highway 2164 (North Locust Street); ` THENCE north 00°23'00" east with the east right-of-way line of F.M. 2164 and the west line of the said 40.891 acre tract a distance of 410.97 feet to an iron rod set in the south line of t Windsor Drive as monumented on the ground; THF,NCE south 89°40'30" east with the south line of Windsor Drive a ` distance of 438.28 feet to an iron rod found in the west line of I the tract described in the deed from Jesse Newton Razor, et Al to Denton Independent School District recorded in Volume 535, Page 558 of the said Dced Records; THENCE south 00°53'08" West with the west line of the said Denton Independent School District tract a distance of 413.11 feet to an iron rod found at an angle point in the south line of the said 40.891 arre tract; THENCE north 89°19'00" west with the south line of the said 40.891 1 acre tract and along a fence part of the way a distance of 434.65 feet to the place of beginning and eneloafng 4.132 acres of land. is hereby changed from Agricultural "A" District Classification Use to Planned Development "PD" District Classification and Use under the Comprehensive Zoning Ordinance of the City of Denton, Texas with the following conditions and dpecificattons: i` 1. Sixty (60) feet of right-of-way shall be dedicated for Bell Avenue. 2. Final utility layout, street alignment, curb cut and driveway locations, and overall plane for access shall be determined during the site plan approval and/or plat processing stage. 3. The floodway/open space area (with exception of the drainage channel), landscaped cul-de-eats and entries shall be privately maintained. The City of Denton must review and approve a written proposal or agreement outlining specific maintenance responsibilities before building permits are issued. 4. Duplexes fronting Windsor Drive shall be single story and must conform with normal City of Denton zoning ordinance requirements. 5. Single family section shall conform to SF-7 zoning ordinance standards. 6. Unless otherwise approved as part of the PD proposal, the multi-family section shall conform with Mr-1 zoning ordinance standards. 7. Specific site plan approval is waived for all two family and single family land use; specific site plan approval is apendalte ' required for multi-family, neighborhood service and garden home sections. 8. Pedestrian bridge extended across the flcode,a by use of dam required for the detention pond, y~open apace 9. Sidewalks along both aides of Bell Avenue. 10 WindeorkDrive, sidewalks alongloone sidegofoall sInterior I streets shall be required throughout the development. It. The development shall conform with the approved PD concept plan. 12. If 25 percent of the development, with a minimum of S percent single -family, is not developed within five years toning Gill reverr,to its previous agricultural A classtEIcation.: day of January,H196Sf asoaniAppendixntontheeCode f Ordinances 14th the City of Denton, Texas, under Ordinance No. 69.1, be, and the same is hereby emended to show such change in District Classifica- tion and Use subject to the above conditions and specifications. SECTION 11. That finds thseucChitcyangCoeunctiolInofactcheoCity withD a comprehensive eplan 1 Dcntone Texas,e And pwith treasonabggdle econsideration,f athe mong iother things for the character of the district end for its peculiar suitability or particular uses, and with A view to conserving the value of the buildings, protecting human lives, and encouraging the most appropriate uses of land for the maximum benefit to the City of Denton, Texas, and its citizens. SECTION Ill. That this ordinance shall be In full force and effect immedi- ately after its passage and approval, the required public hearings having heretofore been held by the Planning and Zoning Commission and the City Council of the City of Denton, Texas, after giving due notice thereof. PASSED AND APPROVED this the 17 'ti day of r/ 1984. CIl OF ENTON, TEXAS ATTEST: C Lt~,'TT A.LEN,~TY SEC ET-'A'RC' CITY OF DENTON, TEXAS APPROVED AS TO LEGAL FORH: C. J. TAYLOR, JR., CITY ATTORNEY CITY OF DENTON, TEXA BY C J PSZ Minutes May 121 1993 ATTACINENT 5 Ageroalt8fk.__~~ Page 11 The five year CIP totals $172,000 in fiscal year 19 4, $865,000 in 1995, $20,000 in 1996, $36,000 in 1997, and $12,000 in 1998. No bond sales are anticipated during the five yrar period. During the Fall of 1992, the department contracted for a consultant's study of the Fleet Services operation including its systems, management, and operations. The studyte prelimi- nary findings and recommendations are currently under review by staff pursuant to a final report. Two of the study0s probable recommendations would be for a new repair and maintenance facility, and for a now equipment management and information system. Funding for the new repair facility was requested in the final year 1995 Fleet Services CIP at a cost of $850,000. Funding for the new equipment information system was requested at $350000 in fiscal year 1994, IV. Consider recommending an amendment to Planned Development No. 72, allowing for single-family detaohe4 located, north of Windsor Drive, east of Locust Streot, and generally southwest of Bell Avenue. The 15.174 acre tract is platted as Cooper Landing, Section Four. Staff Reports The staff report was given by Owen Yost. Mr. Yost said that the applicant was Heritage Development Co. The current owner of the property was Cooper Glen, Ltd. Mr. Yost stated the requested action was to consider recommending an amendment to Planned Development No. 72, allowing single- family detached residential use according to SF-7 district standards in the area platted as Cooper's Landing, Section Four which is currently designated for duplex/4-plex use. Fifteen notices were mailed to property owners within 200 feet, with no replies. Mr. Yost said that Planned Development No. 72 was approved on 4/17/84. No detail plan would be required because site plans for one and two family uses are waived by ordinance 84-50. Prior to that date, the entirety of the land in PD-72 was zoned Agricultural (A). The plat of 15.174 acres was approved in October, 1985. The lots support SF-7 type use and utilize rear-entry design, Recommendations Mr.. yost said that staff recommended approval of Z-93-009 in light of the decrease in intensity. Staff ' also recommended that the provision of PD-72 be carried forward, not requiring site plans ("detailed") for single- family detached land use. In-favors None in oppositions None I ti P&z Minutes Ap" No May 120 1997 Apendaitert~ 5 Page 12 (ltie - ~'9 Mr, Glasscock moved to recommend approval of an amendment to Planned Development No. 72 detachod residential use. Dr, Nuoyoeecondedrtheimotion with the provisions as oitlined b unanimously (7-0), Y stall. The motion carried V.i VI. Direotors Report and Future Agenda items. Frank Robbins gave the Director's report. He said the annex- ation plan had been taken to Council during a work session and they asked that it be brought back for final approval. Trails plan was also discussed. The Mr. Robs Parton gave a presentation to council band said that Todd got e response from Council. Staff was told to proceed lwithathe planning of the Trails Plan. Ms. Flemming asked if the Commission should discuss the projects of the CIP and their priority. hat the ublic be.thectimeato make any changes h or r recomnendations1993 would Meeting adjourned at 7:45. i I 1 1 1 A0003M /a. it f1\WD0rf0RD\HEAf1AG1.0 Venda N0. Agenda item ,t? s ~ y 1~ ORDINANCE NO. AN ORDINANCE OF THE CITY OF DENTON, TEXAS, AMENDING ORDINANCE NO. 84-50 RELATING TO PLANNED DEVELOPMENT (PD) NO. 72 PLATTED AS COOPERS LANDING SECTION FOUR LOCATED NORTH OF WINDSOR DRIVE, EAST OF LOCUST STREET, AND GENERALLY SOUTHWEST OF BELL AVENUE BY CHANGING THE DESIGNATED USE OF DUPLEX/4-PLEX ON THE CONCEPT PLAN TO SINGLE-FAMILY RESIDENTIAL-DETACHED USE1 PROVIDING FOR A PENALTY IN THE MAXIMUM AMOUNT OF $2,000 FOR VIOLATIONS THEREOF; AND PROVIDING FOR AN EFFECTIVE DATE, WHEREAS, Heritage Development Corp, has requested an amendment to PD-72, established by ordinance No, 84-50 to allow the develop- ment of single-family residential-detached dwellings in lieu of duplex/4-plex use; and WHEREAS, on May 120 19930 the Planning and zoning commission recommended approval of the requested amendment to PD-721 and WHEREAS, the City Council finds that the change in zoning will be in compliance with the Denton Development Planj NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON ORDAINS: SECTION I. That the Concept Plan relating to Planned Develop- ment (PD) No. 72 (Ordinance No. 84-50) be amended by changing the designated use of Duplex/4-plex for Lote 1-18, Block i; Lots 1-11, Block 21 and Lots 1-21, Block 3 platted as Coopers Landing, Section 4, to single-Family Residential-Detached uses, SECTION II. That the portion of Condition No. 7 to ordinance No. 84-50 relating to site plans is amended to substitute the terms "detailed plan" for "site plan" in such condition. SECTION III, That this ordinance shall repeal any portion of Ordinance No. 84-50 in conflict herewith, but only insofar as the portion of ordinance No. 84-50 shall be in conflicts and as to all other portions of Ordinance No. 84-50 not in direct conflict here- with, this ordinance shall be and is hereby made cumulative. SECTION IV, That any person violating any provision of this ordinance shall, upon conviction, be fined a sum not exceeding $2,000.00. Each day that a provision of this ordinance is violated shall constitute a separate and distinct offense. SECTION V. That this ordinance shall become effective four- teen (14) days from the date of its passage, and the City Secretary is hereby directed to cause the caption of this ordinance to be Agenda l(en~,~ published twice in the Denton Record-Chronicle, the official news- paper of the City of Denton, Texas, within ten (10) days of the date of its passage. PASSED AND APPROVED this the day of 1993. r I BOB CASTLEBERRY, MAYOR ATTESTS JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORMS DEBRA A. DRAYOVITCH, CITY A RNEY BY a L-J i j PAGE 2 I ~ i :w 4 t aai u a a 3 II apenCo Na c~ e V-9,_-5 ORDINANCE NO. AN ORDINANCE ACCEPTING COMPETITIVE BIDS AND AWARDING A CONTRACT FOR THE PURCHASE OF MATERIALS, EQUIPMENT, SUPPLIES OR SERVICES; PROVIDING FOR THE EXPENDITURE OF FUNDS THEREFORE; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City has solicited, received and tabulated com- petitive bids for the purchase of necessary materials, equipment, supplies or services in accordance with the procedures of state law I and City ordinances; and WHEREAS, the City Manager or a designated employee has reviewed and recommended that the herein described bids are the lowest responsible bids for the materials, equipment, supplies or services as shown in the "Bid Proposals" submitted therefor; and WHEREAS, the City Council has provided in the City Budget for the appropriation of funds to be used for the purchase of the ma- + teriAls, equipment, supplies or services approved and accepted herein; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINSi SECTION I. That the numbered items in the following numbered bids for materials, equipment, supplies, or services, shown in the "Bid Proposals" attached hereto, are hereby accepted and approved as being the best responsible bids for such items: BID ITEM NUMBER NO. VENDOR AMOUNT 1487 1,7,8,10 DPC IND. INC. EXHIBIT A 1487 2,4, HARCROS CHEMICALS INC. EXHIBIT A 1487 3 DELTA DISTRIBUTORS INC. EXHIBIT A 1487 5,6 ADVANCE CHEMICAL DIST INC.EXHIBIT A 1487 9 FE 3 INC. EXHIBIT A 1495 ALL B10AQUATICS TESTING INC. $ 11,880.00 1497 ALL 0.1. ANALYTICAL $ 27,561.00 1501 ALL IBM $ 29,584.12 1505 ALL HOWARD MCANEAR EQUIPMENT $ 22,864.00 SECTION II. That by the acceptance and approval of the above numbered items of the submitted bids, the City accepts the offer of the persons submitting the bids for such items and agrees to purchase the materials, equipment, supplies or services in accordance with the terms, specifications, standards, quantities and for the specified sums contained in the Bid Invitations, Bid Proposals, and related documents. y +900(4 No C22 aid 4900daiteq- ~s lam! i SECTION III. That should the City and persons submitting ap- proved and accepted items and of the submitted bids wish to enter into a formal written agreement as a result of the acceptance, approval, and awarding of the bids, the City Manager or his designated representative is hereby authorized to execute the written contract which shall be attached hereto; provided that the written contract is in accordance with the terms, conditions, spec- ifications, standards, quantities and specified sums contained in the Bid Proposal and related documents herein approved and accepted. j SECTION IV. That by the acceptance and approval of the above numbered items of the submitted bids, the City Council hereby authorizes the expenditure of funds therefor in the amount and in accordance with the approved bids or pursuant to a written contract made pursuant thereto as authorized herein, SECTION V. That this ordinance shall become effective imme- dietary upon its passage and approval. PASSED AND APPROVED this day of , 1993. 1 BOB CASTLEBERRY, MAYOR ATTEST: I JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY BY: NendsNo _ 93 - 0~8 AgMilem 1-9S %is EXHIBIT A I BID # 1487 WATER TREATMENT CIII'3NICALS r-~ 1 / ITEM VENDOR i COST I 1. Liquid Chlorine DPC Ind. Inc. 339. ton 2. Sodium Hexametaphosphate Harcros Chemicals Inc. .5948 # 3. Sodium Silicofluorlde Delta Distributors Inc. .273 # 4. Tetrapotassium Pyrophosphate Harcros Chemicals Inc. .7725 # 5. Liquid Caustic Soda Advance Chemical 179. ton Dist. Inc. 6. Liquid Caustic Soda Advance Chemical 325. ton (Rayon Grade) Dist. Inc. 7. Potassium Permanganate DPC Ind. Inc. 1.34754 8. Anhydrous Ammonia DPC Ind. Inc. .2025 # 9. 50 % Liquid Ferric Sulfate FE 3 Inc. 104. ton 10. Sulfur Dioxide DPC Ind. Inc. 557. ton Agenda No - 93 - 0-d Agendalf ~ S ~ ~ A DaIVAIL Juno~1/ X1/993 CITY COUNCIL REPORT 7D /9 TO: Mayor and Members of the City Council ' i FROM: Lloyd V. Harrell, City Manager 1 SUBJECT: BID f 1487 - WATER TREATMENT CHEMICALS RECOMMENDATION: Council approve award of Bid #1487 - Water Treatment Chemicals to the low bidders meeting specifications as shown on Exhibit A. This bid is for a one year period with an option for renewal if both parties are in agreement. Annual estimated purchases for all Items combined are $371,000.00. SUMMARY: This bid is for the price comparison of Water Treatment Chemicals used in Water Production, Wastewater Treatment, and Electric Production applications. Item 8 (Anhydrous Ammonia) Is being awarded to DPC Industries, Inc. on the basis that the chemical should be NSF60 certified and the two lower bids do not meet this requirement. BACKGROUND: Tabulation Sheet. PROGRAMS, DEPARTMENTS OR GROUPS AFFECTED: Water Production, Wastewater Treatment, Electric Production. FISCAL IMPACT: Purchases made for these chemicals by the using departments will be charged against budgeted funds available in their chemical accounts. Ile espectflrily submitted: "U'lo"yd o. Harrell City Manager Prepared by., i Name: Melanie Harden Title: Buyer Approved: 0, i Name: Tom D. Shaw,C.P.M. ~ Title: Purchas'ng Agent Agan6~.315 i I I I I I I I 1 BID f 1487 (Pg 1 of 21 BID NAME Water Treatment Chemicals } DELTA I RHODES I AMMONIA I HARCROS ( SKYHAWK 1 DISTRIBUTORS I FERTILIZER } SERVICES } CHEMICALS I CHEMICALS I OPEN DATE April 22, 1993 I INC } CO, INC I INC I INC I INC I 1 _I f (QUANTITY( DESCRIPTION I VENDOR VENDOR I VENDOR 1 VENDOR I VENDOR I ~I 1 1 1 1 200 (Liquid Chlorine I NIB NIB I NIB I $349 TN I NIB tone 1 I I I 1 I I ~ 2 j 150 (Sodium Hexametaphosphate 1 .59 LB } NIB I NIB I .5849 LB NIB I I bags I I I I 1 { I 3 1 45,000 ISodiu[n Silicofluoride 1 .273 LS I NIB I NIB { .2956 LS I N/B 1 The I I I I i I 4 1 1,000 ITetrapotassium Pyrophosphate I 80 LB I N1 13 I NIB j .7725 LB i N/B 4 I las j ± I t 5 1 $00 ILiquid Caustic Soda } $132.20 TN } NIB I NIB } $200.88 TH i $262.25 TN 1dry tonal I I 1 1 6 1 120500 (Liquid Caustic soda 1 $330.00 TN 1 NIB I NIB I $370.40 TN j .226 LB (dry The I (Rayon Grade) .2550 LS R j k 7 1 30,000 IPotasslum Permanganate Tech } NIB I NIB I NIB I 1.3574 LB i NIB ' 1 lbs 1 Grade Free Flowing I I j j I I I I 8 1 72,000 (Anhydrous Ammonia } NIB 1 .13 LB 1 .17 LB { NIB NIB 1 lbs 1 Premium Grade I 1 I I I 4 1 764 1504 Solution Liquid I NIB I NIB I NIB 1 NIB i N 1 (wet tonal ferric Sulfate I I 1 ( 1 I I k 1 I 10 1 100 ISulfur Dioxide I NIB 1 NIB I NIB I $600.00 TH j 8 tone I I I I ; !p 1 I Deliveryi 1 1-2 DAYS 1 2 DAYS j 3 DAYS 1 3-5 DAYS I A I DRUM PRICING ~ 0 BID 1 1487 (Pg 2 of 2) I ADVANCE I DPC I Fe 3 MIDLAND } ARKLA ! BID NAME Water Treatment Chemicals I CHEMICAL I INDUSTRIES ! INC } RESOURCES I CHEMICAL l OPEN DATE April 22, 1993 I DIST, INC ! INC 1 ! INC I CORP I _I ! I I I I 1 !QUANT.ITYI DESCRIPTION I VENDOR I VENDOR I VENDOR I VENDOR I VENDOR ! 1 1 200 !Liquid Chlorine } NIB 1 1339.00 TN I NIB I NIB I $450.00 TN 1 1 tone { 1 I I I I I I 4 I I 1 I I I 2 1 150 ISodlum Nexametaphosphate 1 NIB I .5985 LB 1 NIB I NIB I NIB 1 l bags I I I I I I I I { I I I ! I I 3 1 45,000 ISodlum Silicofluoride 1 NIB ! .2784 LB 1 NIB j NIB I NIB l 1 I I I I ! I 1 The ! I I 4 I I ! I 4 1 1,000 ITetrapotassium Pyrophosphate I NIB I .1925 LB I NIB I NIB I NIB I F 1 The 1 I I ! I I I 1 I I I I I i ! 5 1 500 (Liquid Caustic Soda 1 1179.00 TN I 1214.95 TH I NIB I NIB I 1227.40 TN I ldry tonal I I I ! ! I 6 1 12,500 ILLquid Caustic Soda j 1325.00 TN 1 1440.00 TH I NIB I NIB I NIB 1 (dry lbs I (Rayon Grade) I .105 LS j I I ! I I I I I I I 7 1 30,000 1Potaselum Permanganate Tech 1 NIB I 11.3415 LB 1 NIB 1 NIB l NIB ! E 1 lbe j Grade Free Flowing 1 I j 1 I 8 1 72,000 lAnhydrous Ammonia 1 N/B I .2025 LB 1 NIB I NIB I NIB I The I Premium Grade I I I I I I I I I I I I I 9 I 764 1504 Solution Liquid 1 NIB 1 NIB I 1104.00 TN l 1158.64 TN Iwet tonal Ferric Sulfate I I I I I IOgRT 10 1 100 18ulfur Dioxide l NIB ! 1557.00 TN I N/ 13 l NIB 1 N g I tons 1 1 1 I I I Delivery$ I~ 3 DAYS l 2-3 DAYS j 1 DAY 1 3 DAYS 1 Y DA PRICING h ~ 1 , NO BIDSi Pro-Chem, Chemcentral, Rhone-Poulenc Basic Chemicals Co 7 Agonda No 9_e,~ Agenda ►tem,_,,,_,f.s__ CITY COUNCIL REPORT fG! TO: Mayor and Members of the City Council FROM: Lloyd V. Harrell, City Manager SUBJECT: BID # 1495 - TOXICITY TESTING RECOMMENDATION: We recommend this bid be awarded to the low bidder, Bioaquatics Testing, Inc. at an annual amount of $110880.00. SUMMARY: This bid Is for testing the chronic toxicity of effluent and receiving water at the reclamation plant, using approved methods of the U.S.E.P.A. This testing is required by the permit regulating waste water emissions. This contract for testing will be done monthly for a period of one year, with a one year extension. Four bid proposals were received in response to four bid packages mailed. BACKGROUND: Tabulation sheet, Memorandum from Jim Coulter, May 12, 1993. FISCAL IMPACT: Budgeted funds for 1993 Waste Water Laboratory account # 625- 082-0481-8502 with an appropriation balance of $4,151.70 (4 months remain In 1993. Estimated expenditure of $3,960.00) Respect ly subndtted: Ll y rre 1 City Manager Prepared by. ~~ti-wc.l~`~p_v y~ Name: Denise Iferpoo] Title: Senior Buyer Approved: Name: Tom Shaw, C.P.M. Title: Purchasing Agent apanda. A9 l I BID # 1495 I I I I I I I I I I BID NAME TOXICITY TESTING I HUTHER & 1 SIO AQUATIC I TRAC {EA ENGINEERING 1 ASSOCIATES I TESTING I LBORATORES SCIENCE & f OPEN DATE l:AY 4, 1993 I I I I TECHNOLOGY 1 # IQUANTITYI DESCRIPTION 1 VENDOR 1 VENDOR I VENDER I VENDOR 1 I { I I I -1-1 I I I I I 1. 1 12 MO 1MONTHLY COST FOR CHRONIC j $520.00 I $495.00 I $595.00 I NIB 1 1TESTING OF CERIODAPHNIA DUSIA 1 I I I I ~ 1 I I I I I I 2. { 12 MO 1MONTHLY COST FOR CHRONIC I $515.00 1 $495.00 I $590.00 1 NIB j I ITESTINO OF PIMEPHALES I I I I I I I I I I I I 1 1 I I I S I 1 I I I I I I U cp F i i v Agenda ftK'-LLV.1 i;- 7:;n Late G-/- 93 MY of DENTON, TEXAS WATER RECLAMATION PLANT / 1100 MAYNILL ROAD / DENTON, TX 76208 ~ MEMORANDUM TO: Denise Harpool, Purchasing Agent FROM: Jam Coulter DATE: Miy 12, 1993 REs Toxicity Testing Bid aam■as.aaam....aaa....am.aa.aa..saaf ms sam.mxm.a.eaa.f.amma..afaaa I recommend we accept the bid provided by Bioaquatice Testing, Inc. for the performance of Toxicity testing associated with our NPPES permit requirements for the Pecan Creek Water Reclamation Plant. If you have any questions concerning this matter give me a call, m Coulter Env. Services Administrator 1 8171383.7520 AQW&No X13 -c~i S' ApeodaRr•~?~~s 0310ATE: June 1,,,1993 CITY COUNCIL REPORT TO: Mayor and Members of the City Council l/ FROM: Lloyd V. Harrell, City Manager SUBJECT: BID s 1497 - TOTAL CARBON ANALYZER i i RECOMMENDATION: We recommend this bid be awarded to the low bidder, O.I. Analytical in the totes amount of $27,561.00. SUMMARY: This bid is for the purchase of a Total Carbon Analyzer. This equipment j will be capable of measuring total organic, inorganic and purgeable organic carbon in water, waste water and sludge samples from the water reclamation plant. Two bid proposals were received In response to three bid packages mailed. BACKGROUND: Tabulation Sheet, Memorandum from R. E. Nelson and Public Utility Board meeting minutes recommending approval. FISCAL IMPACT: Budgeted Bonds funds for: Account # 673-082-RB92-Y301-£107 balance is $ 20,000.00 Account # 662-081-RB89-X301-9107 balance is $ 10,000.00 Resp "y sub tted: oyd . Har 1i _ City Manager Prepared by., Name: Denise Harpool Title: Senior Buyer Approved: ';Zama.: Tom . Shaw, C.P.M. ' Title: Purchasing Agent l I II ApeedaNo. Agenda Item S A BID A 1497 Date 6 - 93 I II I ~ / J I I + { BID NAME TOTAL CARBON ANALYZER IO.I. ANALYTICALI SHIMADZU I OPEN DATE MAY 4, 1993 I I I I I I I IQUANTITYI DESCRIPTION I VENDOR J VENDOR I _I I I I I I I I I I 1. I 1 I TOTAL CARBON ANALZER WITH 1 $27,561.00 I $29,230.00 I I AMPULE CAPABILITY AND I I ACCESSORIES I I t ! I I I DELIVERYt I 30-45 DAYS f 30 DAYS I f ~ f f { I I I I I M'aY-25-'93 TUE 16:32 SD: ITY OF DENTON UA TEL ND:817-566--812%etaNO ase4 Pal vg-[^/r AgendallonL A?k!; date- c J 3 May 17, 1993 Public Utility Board Agenda Item TOS CHAIRMAN AND MEMBERS OF THE PUBLIC UTILITIES BOARD FROMS R.E. Nelson, Executive Director of Utilities SUBJECTS CONSIDER APPROVAL OF BID 61497 TO O.I. ANALYTICAL IN THE AMOUNT OF $27,561.00 FOR THE PURCHASE OF A TOTAL CARBON ANALYZER. RECOMMENDATIONS The Utility staff recommends approval of low bid in the amount of f37,.56i for the purchasa of a total carbon analyzer, BACKGROUND\SUMMARYS The Municipal Laboratory is replacing an existing carbon analyzer purchased In 1981. The existing unit is no longer in operation and parts to fix the instrument are unavailable. Total organic carbon testing is required for landfill regulatory compliance, raw water characterization, finished water characterization and sludge analysis. PROGRAMMEPARTMENT OR GROUPS AFFECTEDS Citizen of Denton, City of Denton Public Utilities FISCAL IMPACTS The FY 1993-93 Cap!4;0 Improvement Plan provides $35,000 of funding combined it, ;480 and 0481 for the replacement of laboratory instrumentation. Res ctfull s milted, .E. Ne son, Executive Director of Utilities FILESC1\wP3l\PUBAGEND\TOCBID93 May 25 193 15:34 ITY OF DENTON UA rPAGE,001` I I MRY-25-'93 TUE 16t29 TD: ITY OF DENTON UA TEL NO:B17 566-61222 4503 P03 . Agenda No._ ___.3 zalu-E Agenda lteti~.s G R tote _ G PUBLIC UTILITI S HOARD MINUTES May 17, 1993 t I The following Item was considsreds 3. CONSIDER APPROVAL of BID #1497 To I. 0. ANALYTICAL IN THE AMOUNT OF $27,561 FOR THE PURCHASE OF A TOTAL, CARBON ANALYSER. Martin presented this item. After extensive discussion, Laney wade a motion to approve Itew #3 as presented. Second by Clark. All ays3, no nays, notion carried, pub excerpt d~17~93 MRY 25 193 15131 w 1 TY OF DENTON UA PAM. W3 ApsedaNa ~ `jam Apendalfe L!% 10" (ATE: JUNE t 1993 i Y ~9 CITY COUNCIL REPORT TO: Mayor and Members of the City Council FROM: Lloyd V. Harrell, City Manager SUBJECT: BID # 1501 - IBM RISC/6000 WORKSTATION RECOMMENDATION: We recommend this bid be awarded to the lowest bidder, IBM in the amount of 29,584.12. SUMMARY: This bid Is for the purchase of an IBM RISC/6000 Workstation with software and first year maintenance included. This workstation is for the Water/ Wastewater Utility G1S System. It will compliment the one existing work station and be utilized for GIS Conversion and Analysis, Water Distribution System Analysis, and Waste Water Collection Analysis. Data Processing Advisory Board recommen9s approval. BACKGROUND: Tabulation Sheet, Minutes from Data Processing Advisory Board dated May 24, 1993. h PROGRAMS. DEPARTMENTS OR GROUPS AFFECTED. Information Services and WaterlWastewater Utility. FISCAL IMPACT: 1992-93 budget funds for Capital Equipment Office Maeldnes Account 0620-081-0463-9103 balance Is $15,237.50 Account #625-081-0472-9103 balance is $19,211.20 Account #625-082-0472-8502 balance is $100952.22. ResP y subm tted: Lloyd V. arrell City Manager Approved: Name: Tom D. Shaw, C.P.M. Title: Purchasing Agent spend.. J a I - . j i II BID t 1501 ~ ~ I I BID NAME IBM RISC/6000 WORKSTATION I IBM I ENCORE j WORLD DATA 1 I I TECHNOLOGY I PRODUCTS 1 OPEN DATE MAY 4, 1993 I I GROUP 1 / IQUANTITYI DESCRIPTION I VENDOR I VENDOR I VENDOR 1 -1-1- 1. I I 1 I I I I I I 1 1 (HARDWARE (IBM RISC/6000 MODEL 1 $250699.00 I ( (25,850.00 1 1 1370 OR EQUAL) I I I i 3. 1 10PERATING SYSTEM 1 $3,885.12 1 1 $3,963.00 1 3. I YR (ANNUAL MAINTENANCE COST 1 YR INCL'D DISPLAY $15951 INCLUDE i YR 1 1 IIN ITEMS 1& 2 1 1 WARRANTY 1 I 1 1 SEE BID I TAPE $795 1 SEE BID 1 I I I I I I I 1 I I I I d ( l A~endacterrL~t'S ~'`G fJ MINUTES OF DATA PROCESSING ADVISORY BOARD MEETING OF MAY 24, 1993 MEMBERS PRESENT: Jim Kuykendall, Don Edwards and Robert Minnis MEMBERS ABSENT: Brian Scott and Rosa Lawton OTHERS PRESENT: Gary Collins and Glen Gary Don Edwards made a motion the ninutes from the April 19, 1993 meeting be approved as written. bob Minnis seconded the motion and i passed unanimously. "Gary Collins explained that the Water/Wastewater Depart was 1 requesting a second RISC/6000, to supplement their ,r;r•,•sion ` efforts and to enable them to migrate their maintenance systems from PC's to the GIs Network. Glenn Gary explained that currently the Water/Wastewater Department has one RISC/6000 and that they have almost completed the conversion of their sewer system to GIs, but are now starting on the water system which is far more extensive and complicated. Glenn Gary estimated it would take 2 1/2 to 3 years to convert the water system using the one RISC/6000. Glenn Gary stated that by adding this additional RISC/6000, they could speed up this conversion process and they had staff trained and capable of using this equipment, to convert the water system in a morn timely fashion. Glenn Gary also stated that currently they are in a state of flux between using paper maps and digitize maps. Glenn Gary outlined that currently they have a maintenance management and engineering analysis system that is PC based and is not compatible with the GIs system, but use~a a different Data Base than the GIs system. Glenn Gary explained that the new RISC/6000 would allow them to convert the maintenance management and engineering analysis system to GIs and a single common data base. Gary Collins explained that the Water/Wastewater Department had gone out to bid for a RISC/6000 and received responses from IBM and world of Data. The bid from IBM of $29,584.12 was the low bid by $28888. Gary Collins explained that funding for this RISC/6000 was in the Water/Wastewater Department's operating budget and was not part of the Capital budget approved for GIs. Don Edwards made a motion that the Advisory Board recommended the city purchase a ! RISC/6000 from IBM. Bob Minnie seconded the motion and it passed / unanimously. 1Gary Collins explained that the next item was the annual renewal of the software License agreements with IBM for the operating system software for the IBM mainframe. Gary Collins explained that this was proprietary software and was available only from one source. Bob Minnie asked if this was increase over last year and Gary 1 Collins explained that th9 $90,460.78 represented a 3% increase over last year in software costs. Bob Minnie made a motion the I, I Agenda tterrL- Board recommend the city renew its Software License agreement wiO IBM. Don Edwards seconded the motion and it passed unanimously. 4 Gary Collins explained the next item was a continuation of our Hardware maintenance agreement. The upcoming year is the last year of a 5 year agreement which limited annual increases to 38. Don Edwards made a motion that the Board recommend the city renew this agreement for another year. Bob Minnis seconded the motion and it passed unanimously. Under new business, Gary Collins explained the Board did not need to take any action on this item, but the city was planning on acquiring a HP Design Jet Color Plotter for $9,286.00. Gary Collins explained that originally the city had budgeted $30,000 to acquire an Electrostatic Monochrome Plotter for the GIS project. j By waiting for the technology advances, the city would now be able to get a Jet Ink Plotter at approximately a third of the cost. Gary Collins stated that this plotter would print a standard E size map in 15 minutes versus 3 hours on the Pen Plotters. Bob Minnis asked how the supply and maintenance costs compared, and Gary Collins responded it would be approximately 1/8 of the Electrostatic Plotter's cost. Since no action was needed on this item none was taken. Next Gary Collins presented Jim Kuykendall with a wall plaque, thanking him for his dedicated service to the Data Processing Advisory Board from 1986 to 1993. There being no other business the meeting was adjourned. f O~ Agenda No S' - ~ ApidalteRL- S ;ee~, [ ~NATE:_-I5lNU.s-D93 CITY COUNCIL REPORT TO: Mayor and Members of the City Council FROM: Lloyd V. Harrell, City Manager SUBJECT: BID #1505 - LEASE OF SCRAPER AND DOZIER RECOMMENDATION: We recommend this bid be awarded to the lowest bidder, Howard McAnear Equipment Company as listed: Item 1 D8L Dozier $10,000 per month Item 2 623B Scraper $10,000 per month i Item 3 Delivery and Pickup Charge $ 20864.00 Total Expenditure $22,864.00 SUMMARY: This equipment will be utilized for excavation and liner wall construction at the Landfill. Existing equipment Is smaller than the equipment being rented and will continue to perform the normal refuse disposal operations. The 30 day time period is estimated to be sufficient to excavate the necessary area and to construct the liner as specified by Texas Water Commission and E.P.A. The tractor offered by A.I.S. Continental does not have a ripper attachment. BACKGROUND: Tabulation Sheet. PROGRAMS, DEPARTMENTS OR GROUPS AFFECTED: Solid Waste Landfill Operations. FISCAL IMPACT: 1992-93 funds budgeted for hire of equipment account #630.024- 0803.8509 account balance Is $23,568.00. Respectfully submitted: Ll y V. ai e 1 City Manager Approved: ame: Tom D. Shaw, C.P.M. Title: Purchasing Agent agenda. 300 I I BID 1505 I I I # I I I BID NAME Lease of Scraper 6 Dozier I HOWARD DARR AIS T-K-O NO BID I ~ MCANEAR I EQUIPMENT CO I CONTINENTAL ~ EQUIPMENT CO I OPEN DATE May 18, 1993 I EQUIPMENT CO I I I # IQUANTITYI DESCRIPTION I VENDOR I VENDOR I VENDOR I VENDOR I I I 1_ _1 I 1 4 1 } 1 ILeaee of Dozier (per month) $10,000 I $13,500 I $8,500 ;11,500 INERTZ EQUIPMENT( Make: I CATEPILLAR I CATEPILLAR I XOMATSU { CATEPILLAR I I Models I DSL I D8N D135A I DSL I CONLEY-LOTT I 1 I NICHOLS I 2 1 1 ILeaee of Scraper (per month) I $10,000.00 I $9,000.00 I I $110500 { I Make, I CATEPILLAR I CATEPILLAR I NO BID I CATEPILLAR I I I Model, I 6238 I 6238 I I 623 I I i~ I I I 3 1 1 (Delivery Charge $716.00 } $945.00 I $700.00 I -0- I { 4 1 1 (Pick Up Charge I $716.00 I $945.00 I $700.00 I -0= I l I 1 I _ - - I I l I I I JI I { I Availability, I S.T.A. I S.T.A. I IMMEDIATE I JUNE 20 1993 I I I Y I I T' I' YY U.y' Mme. Nw i i I 1 4 ~it w~ M ACV&lga. 3 -a Aoenr>a i ORDINANCE N0. 61" AN ORDINANCE AWARDING A CONTRACT FOR THE PURCHASE OF MATERIALS, EQUIPMENT, SUPPLIES OR SERVICES; PROVIDING FOR THE EXPENDITURE OF FUNDS THEREFORE; AND PROVIDING FOR AN EFFECTIVE DATE, WHEREAS, pursuant to Resolution 92-019, the General Service Commission has solicited, received and tabulated competitive bids for the purchase of necessary materials, equipment, supplies or services in accordance with the procedures of state law in behalf of the City of Denton; and WHEREAS, the City Manager or a designated employee has reviewed and recommended that the herein described materials, equipment, supplies of services can be purchased by the City through the General Services Commission purchasing programs at less cost than the City would expand if bidding these items individually; and WHEREAS, the City Council has provided in the City Budget for the appropriation of funds to be used for the purchase of the materials, equipment, supplies or services approved and accepted herein; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINSt SECT ____'ON_I, That the numbered items in the following shown number in he 8'BIdrP oposals,, attached hereto, are hereby and approved as being the .lowest responsible bids for such itemst PURCHASE ORDER ITEM NUMBER NO VENDOR AMOUNT 34597 ALL GOLDTHWAITES OF TEXAS $ 16,470.00 SECTION That by the acceptance and approval of the above numbered items of the submitted bids, the City accepts the offer of the persons submitting the bids for such items and agrees to purchase the materials, equipment, supplies quantities andofornthewspecified esums contained tinnthesBiddInvitationsAB Bid Proposals, and related documents. Awds No 3 - Ageoda itrL~~- '5 mte. 4=.i- ~3 SECTION III. That should the City and persons submit` q approved and accepted items and of the submitted bids wish to enter into a formal written agreement as a result of the acceptance, approval, and awarding of the bids, the City Manager or his designated representative is hereby authorized to execute the written contract which shall be attached hereto; provided that the written contract is in accordance with the terms, conditions, specifications, standards, quantities and specified sums contained in the Bid Proposal and related documents herein approved and accepted. SECTION IV. That by the acceptance and approval of the s above numbered items of the submitted bids, the City Council hereby j authorizes the expenditure of funds therefor in the amount and in accordance with the approval bids or pursuant to a written contract made pursuant thereto as authorized herein. SECTION V. That this ordinance shall become effective immediately upon its passage and approval. PASSED AND APPROVED this day of _ 1993. BOB CASTLEBERRY, MAYOR ATTESTI JENNIFER WALTER:;, CITY SECRETARY BYt APPROVED AS TO LEGAL FORMI DEBRA A. DRAYOVITCH, CITY ATTORNEY BYl did, doe Agenda lterr~ MATE:'- une ; 'f~J93 CITY COUNCIL REPORT TO: Mayor and Members of the City Council FROM: Lloyd V. Harrell, City Manager SUBJECT: PURCHASE ORDER # 34597 - GOLDTHWAITE'S OF TEXAS INC. lam, RECOMMENDATION: Council approve Purchase Order #34597 to Goldthwalte's of Texas, Inc. In the amount of $16,470.00. I SUMMARY; This order is for the purchase of two 72" riding deck mowers for the Utilities Ilepartment/Wastewater Treatment Division. These are motorpool replacements approved In thq 193 budget process. The purchase of these units will b Government code states that a e made using the cooperative Purchasing Program of the State of Texas, The Local use of a state contract satisfies local the state law requiring making competitive bidstfor the purchase. BACKGROUND, ND; Purchase Order #34597. PROGRAM.S DEPARTMENTS OR GROUPS AFFECTED: Motorpool and Wastewater Treatment FISCAL IMPACT: The total of $16,470.00 will be funded from budgeted funds as ollows Motorpool Funds #625.082-0470-6508 $14,641.00 Budget Funds #625-082.0470-9104 $ 1,529,00 *loyvdV. y su tt d: arrel l City Manager Prepared by: Fgo] Me - A ame: a Harn- Title: Buyer {lpproved amet Tom D, Shaw,C,p,M, Title: P+:rchasing Agent I I I I J IJ N w-. . L e v r.., CONFIRMING ORDER XX% PURCHASE ORDER NO: {IF MARKED) Thisnumber must appear on all 00 NOT DUPLICATE invaces, delivery slips, cases, ctns, bastes. packing slips and bills Req No Bid No Dale 05 21 93 Page No. 01 VENDOR PURCHASING Dl VISION 1901 B TEXAS STREE r !DEN TON, TEXAS 76701 NAME/ GCLDTHJAI TEs S 81713837100 0'FINMETR0 91 7126 7 0047 FAX81713874697 ADDRESS 1401 FOLK CONFIRMATION ONLY C14 DELIVERY FLEET SERVICES FT WORTH TX 76107 ADDRESS 804 TEXAS DENTON• TX 762UI 1 VENDOR NO, IGUL56000 DELIVERY QUOTED 06 30 93 FOB DESTINATION TERMS 001 1.000 EA VENDOR C r N / A MFG NAME 8.235.011 B•23S•Ou CITY 1 84635 RIDING LAWN MOWER WITH DIESEL MOTOR* HYDROSTATIC TRANS- MISSION AND 72" ROTARY MOWER DECK (FRUNT MOUNTED) EMIS 8008745 002 10000 EA VENDOR CAT A N / A MFG NAME 6.706.000 6e706.OG STY 1 51535 RIDING LAPIN MOWER WITH DIESEL MOTOR• HYDROSTATIC TRANS- MISSION AND 72• ROTARY MOWER DECK (FRONT MOUNTED) EMIS 10081589 003 1e000 EA VENDOR CAT• 1 N / A MFG NAME 1.529.000 1•Fi29.Ol1 CITY M 51b35 ***BALANCE OF FUNDING FOR ITEM 2 ABOVE*** PAGE TOTAL S 1 • 70 01 0 625 082 0470 6508 RAND TOTAL I 1 • 70 00 02 625 082 0470 9104 1lsS29.00 \ I L- L VENDOR INSTRII T NS; 3 Terns - Nei 301Unlim othwrim roeulmd I 1 Send orlginal Invoice with duplicate copy 4 Shipping Instrucims F 08 Deslinallon prepaid lUnw.e od•rwiee kwcoodl }1 n P-Aurc 2 Bill to - Aceanls Payable 6 No le&ifal or slate sales lax shalibe included 215E McKinney St in prices blind Demon, TX 10201 hasing Divlsbn II 'j♦Ii♦.~ a.._ t .17 t!PS~tss+tti7-tt-tom~.- v:. TJnT :T n .rWbY'tt 4+s a v-a ♦nv 4a. ti rvvy a l r i I i M r d a r.LL0001 F A" Agenda Itt row - l' ORDINANCE NO. AN ORDINANCE AUTHORIZING THE EXECUTION OF CHANGE ORDER NO. 8 TO A CONTRACT BETWEEN THE CITY OF DENTON AND GRACON CONSTRUCTION COMPANY; PROVIDING FOR AN INCREASE IN THE CONTRACT PRICE; AND PRO- VIDING AN EFFECTIVE DATE. WHEREAS, on July 21, 1992, the City awarded a contract for the construction of certain improvements to Gracon Construction company in the amount of $8,647,000.00; and WHEREAS, the City Manager having recommended to the council that a change order be authorized to amend such contract with i respect to the scope and price and said change order being in compliance with the requirements of Chapter 252 of the Local Government Code; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION I. That Change Order No. 8 to the contract between the Citytoand$ Construction r of Thirty aFourcopy Thousand which Four attached Hundred Twenty-Pour and 00/100 Dollars ($34,424.00), is hereby approved and the expenditure of funds therefor is hereby authorized. ,ACTION II. That this ordinance shall become effective im- mediately upon it passage and approval. PASSED AND APPROVED this day of r 1993. BOn CASTLE BERRY, MAYOR ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY r BY: 1 IL7 i Agenda 11elr<<___ Ll~It?ATE: June 1, 1993 CITY COUNCII, REPORT TO: Mayor and Members of the City Council FROM: Lloyd V. Harrell, City Manager SUBJECT: PURCHASE ORDER #26052A - GRACON CONSTRUCTION CHANGE ORDER #8 RECOMMENDATION: We recommend Change Order #8 in the amount of $34,42.1.00 to Construction Company for t Contra he Waste Water Treatment Plant Improvement Contract be approved. SUMMARY: This change order provides the pil Ing, manholes, instrumentation and electrlcaalwork necessary to meter two side strc am flows onsite. One is the 18+' Belt Press Filtrate and Digester Supernatant Line and the Filter Backwash ]Ina. The c other is han e order also protii~ d for the replacement of the e existing BACKGROUND: (Excerpt from memorandum prepared for PUB by R.E. Nelson, Executive Director of Utilities,) During the early months of project review, it was the design intent to meter all new sidestream flows for greater plant operational efficiency. Subsequent design review during construction revealed that the new 18 Belt Press Filtrate Line was not metered. During construction It was also found that the 12+' Filter Wash Sidestream Meter was not functioning accurately because of the excessive water turbulence and surcharge in the filter effluent manhole. To correct the problem, this meter needs to be moved to a more suitable location In this line. Also, the existing Plant Effluent Meter at the new Dechlorlnation Basin has not functioned accurately duo to sensitive electronic temperature variations and deterioration due to Chlorine Gas evaporation in the past several years of operation. An Improved type meter is required, Design changes for this Change Order have been provided at no extra cost to this Contract by the Engineer. The sidestream flow metering will allow the Operators to accurately measure the Nitrogen loading In the plant influent since most sidestreams recycle through the plant treatment process. The Operators can then accurately determine how many air blowers to turn on to burn off excess Nitrogen to meet Texas Water Commission Permit requirements M milligrams per liter) or to satisfy cooling water regrriornents for the City Steam Plant ((0,5 Milligrams per liter). and amount o blowertair need detPolsatisOfyenitt ogenarequuirementstfordtherTex sl Water Commission f and the City Stream Plant, n A Payback Analysis is attached showing that a saving of approximately $52,780 per year for the Wastewater Treatment Plant and $14,378 per year for the City Steam Plant will result from approving this Change Order. PROGRAMS DEPARTMENTS OR GROUPS AFFECTED: Denton Municipal Utilities astewater D v slon, end Gracon Construct on Company, 1 k f AgenoaNo AcWaitem,_z?-1-5 Pl 1 C~ Ck? to - ~ - CITY COUNCIL REPORT JUNE 1, 1993 / PAGE 2 OF 2 PROGRAMS DEPARTMENTS OR GROUPS AFFECTED: Denton Municipal Utilities Wastewater Division, and Gracon Construction Company. FISCAL IMPACT: Funds will be taken from Utility Revenue Bonds for Wastewater Treatment Plant Improvements Account # 674-082-RB93-U102-9101. Original Contract Amount: $8,697,000.00 Previous Change Order amounts: #1 6,125.00 #2 9,640.99) #3 $ 2,982.00 #4 4,950.83) #5 $ 710187.00 #6 $ 9,980.00 THIS CHANGE ORDER #8 $ 6,196.00 39 424.00 TOTAL CHANGE ORDERS $ 1049052.20 Revised Contract Amount $80751,052.20 ~ectfullll~submitted: Lloyd V4 Harrell City Manager Approved: Name. Tom D. Shaw, C.P.M. Title: Purchasing Agent ACCFiCA. 711 ApsrdaNo AGerdalfer4 (hie_Juna-3,_1993 CITY COUNCIL REPORT FORMAT 'l T0: MAYOR AND MEMBERS OF THE CITY COUNCIL FROM. Lloyd V. Harrell, City Manager SUBJ: Consider Approval of Change Order No. 8 in the Amount of $34,424.00 to Gracon Construction Company for the Wastewater Treatment Plait Improvement Contract i RECOMMENDATIONS: Tile Public Utility Board and Utility Staff recommend that the city Council approve the attached Change Order No. 8 for $34,424.00. SUMMARY: This Change Order will pYav.ide for the piping, manholes, meters, instrumentation and electrical work necessary to meter two sidestream flows and one effluent flow at the Wastewater Treatment Plant Site. 1 One sidestream metering instrument is for the new 18" Belt Press Filtrate/Digester Supernatant Line. The other sidestream meter is a replacement meter for the existing 12" Filter Backwash Line. The third meter is a replacement meter for an existing Plant Effluent Flow Meter at the Dechlorination Basin. BACKGROUND: i During the early mon';hs of project review, it was the design intent to meter all new sidestream flows for greater plant operational efficiency. Subsequent design review during construction revealed that the new 18" Belt Press Filtrate Line was not metered. During construction it was also found that the 12" Filter Wash Sidestream Meter was not functioning accurately because of the excessive water turbulence and surcharge in the filter effluent manhole. To correct the problem, this meter needs to be moved to a more suitable location in this line. ~g8ndaN0 Apidatte Also, the existing Plant Effluent Meter at the new .5 Dechlorination Basin has not functioned accurately due to sensitive electronic temperature variations and deterioration due to chlorine Gas evaporation in the past several years of operation. An improved type meter is required. i Design changes for this Change Order have been provided at no extra cost to this Contract by the Engineer. The sidestream flow metering will allow the Operators to accurately measure the Nitrogen loading in the plant influent since most sidestreams recycle through the plant treatment process. The Operators can then accurately determine how many air blowers to turn on to burn off excess Nitrogen to meet Texas Water Commission Permit requirements (<3 milligrams per liter) or to satisfy cooling water requirements for the City Steam Plant (<0.5 Milligrams per liter). In past years, the Plant Operators have guessed at sidestream flows and arAount of blower air needed to satisfy nitrogen requirements for the Texas Water l Commission and the City Steam Plant. A Payback Analysis is attached showing that a saving of approximately ;52,780 per year for the Wastewater Treatment Plant and $14,378 per year for the City Steam Plant will result from approving this Change Order. PROGRAMS, GROUPS, AND DEPARTMENTS AFFECTED: Citizens of Denton, Denton Municipal Utilities and Gracon Construction Company. FINANCIAL SUMMARYt Alan Plummer and Associates Engineer's Estimate 5111000,000 i Original Contract Amount (Gracon Construction Co.)$8,647,000 New Increase or Decrease in Contract Amounts: Previous Change Order No. 1 61125.00> j Previous Change Order No. 2 9,640.97> Previous Change Order No. 3 $ 21982.00 Previous Change Order No. 4 4,950.83> J Previous Change Order No. 5 $710187.00 Previous Change Order No. 6 $ 9,980.00 Previous Change Order No. 7 $ 60196.00 This Change Order No. 8 $340424.00 I A4endaNo.____~2,1 rQL~...,.. ACendait~ rete c/, - / 3 Total of Change orders $ 1041052.2 i Revised Contract Amount $ 81751,052.20 Net Change in Contract Time 0 Calendar Days Rovised Contract Completion Time 730 Calendar Days Percent Change orders per Original Contract Amount 1.21 Respe u y/l4,q~(yEted I'' i I Lloyd V. Harrell City Manager Prepared by: AVO 4V~~ C. David Ha , P.E., Manager of Construction Projects Approved by: R. E. Nelson, Exec tive Director Utilities Department i Exhibit is Payback Analysis Exhibit 11: Change Order No. 8 r A(Mda No Agenda *t _ *L- ,5A C ate ~ - /-9{/3 PAYBACK ANALYSIS 'f i1 The Pa ek question has the fol:owing rational. When the City of Denton Steam Plant uses acceptable low nitrogen level effluent (<0.5 mg/1) from the Waste Water Treatment Plant for cooling water purposes, it uses an average of 2600000 galls a cost of $100/month facility charge plus $1.10 pernthousandy at gallons or $290.00 per average day. If the nitrogen level is not low enough, the Steam Plant will not take the Wastewater Treatment Plant effluent but will take raw water from the Water Treatment Plant. At a cost of $142/month facility charge plus $1.40 per thousand gallons times 260,000 average gallons per day, the raw water cost to the Steam Plant is $369 perage The Steam Plant loses a difference of $79.00 perrdaYeif i day. use the Wastewater Treatment Plant Effluent. The Wastewaterannot cost to th Treatment Plant loses the entire $290.00 per average day, The accuratelyeregulatetandTsell mlow nitrogen effluentgtobthetSteam Plant is also based on the Wastewater Treatment Plant Operator's ability to guess the daily requirement for turning on an additional air blower. With these two side stream flow meters and one Plant effluent meter, the operator should be right on tar ethe s present very time with nog guessing. The Plant Operators' say year or 162 days) results inraaloss e of Wastewater TreatmentePlant revenue of $ 52,780.00 per year and a Steam Plant lose of $ 14,378.00 per year. 2CM82.wp EXHIBIT I r /~Vda No Agenda item Dot avw= ORMM (001 a' / a PRAUCT~ P~oan CreekWWx emaBra Page 1 of 3 ONNSR I RE=CT NQD~ama I TY op DR=fi, 2s]c~n Omer s21- ity) COGNTAAL.T~ ~ CSAlan Plummer ~a Aasoei}t es Zae. Ebgiaoari457.0475 { flat 9R~ Gracon Construction o Coatraotori 9193 CHUGS ORDRRt_00 DateI 05/16/ej~~ r The componeatica agreed upon in this Change Order is a full, comploto and final payment for all costs the Contractor incurs as a result of or relating to this change, whether said costs are known, unknown, foreseen or unforeaaen at this time, including without limitation, any costa for delay, extended overhead, ripple or impact cost, or any other offset on changed or unchanged work as a result of this change. II Ck?IANGS OAD60. D won To BB Pnroo B D_ronoaad C=ontract"" tt~1SlaBt_ Tina Rztension/Days e S 1. RXYXR33M PCM S M This PCM provides the piping, manholoa, instrumentation, and electrical work neassaaay to actor two Fidestrsm flows onsits. one is the LE" belt proem Filtrate i Digester lupernatant lino and the other is the 13" Filter backwash line. This PCX also replaces the existing Plant 29fluant Flow Motor. I 0 34,494.00 TOTAL 0 Calendar Days S 34,474.09 I 467-047E 0.37 DIlTPSB'IT20Ne 457.0470 0.77 Dave Ham City of Denton Joe Graves Gracon Construction Fi~~e City of Denton Ron Janson Grecian Construction Finance City of Dentin 0., b. Nelson City of Denton Lao Allison City of Denton EXHIBIT 11 I , ' Apida No - `-3 - of CHAIM ORDER (001 Dale 2 Dogs of 3 Original Contract Amount (Oracon Construction CO.) y 6,647,000 Now Increase or Decrease in Contract Amounted ` I Previous Change Order No. 1 <y 4,12S.00) Previous Change order go. 1 <y 9,940.97) Previous Change Order go. 3 $ 2,942.00 Previous Change Order No. 4 4,960.93) Previous Change Order No. S 471,167.00 ` Previous Clangs Order No. S $ 9,940.00 Previous Change Order No. 7 4 6,191.00 This Change Order No. 4 634.424.00 Total of Change orders y 104,052.20 1 i li j Revised Contract Amount d 0,751,052.20 i Not C'hangs in Contract Time 0 Calendar Days Revised Contract Coapletion Time 730 Calendar Days Percent change orders per Original Contract Amount 1.21 1 ATTACNm o PCA il! I I ` 2C1479,WP YAgenlaNo._ CEUMS A4endalt ~ c ORDER (CO) 3 Paso of 3/ c Recommended by consulting Inginearr Approved by contractor `i 8y a-Ld' or I& ] for Alan Pluaaer for aravoa struation Ina. and Associates, inc. i I Datoi sf P { Data 8 Approved by Manager of Construction Proiectsi By for City of Denton, Tessa Approved by Purchasing Agent xy far City of tonton, To ad Approved by Director of Mater Engineering and Operations l/ -frC.. LGGZ"z ~Y for City of Denton, Taws (d0 45,000) Approved by vuoutive Director of Utilities By 4 f 1 ('5,001 $24,009) for City of Denton, Ta%as Approved by City Council By City lknager for City of Denton, Tema; 024,000 and above) I agenda No. ~3 vim Apda4m, ~~'C~ Date C~ - i J3 EXCERPT FROM PUBLIC UTILITIES BOARD MINUTES May 26, 1993 -lam The following item was considered: 4. CONSIDER APPROVAL OF CHANGE ORDER i8 IN THE AMOUNT OF $34,424.00 TO GRACON CONSTRUCTION COMPANY FOR THE WASTEWATER TREATMENT PLANT IMPROVEMENT CONTRACT. i Ham presented this item. After extensive discussion, Coplen made a motion to approve Item X14 as presented. Second by Laney. All ayes, no nays, motion carried. I pub excerpt 5/26/93 ~ta«<iL U' ~ -4rr~ . a tR- 'E . u• rei :sr¢• u: u- s;-' }z[ I ~ i i V i ~ I i I i i i i. -O/S?) -/-9~ ORDINANCE NO. I All OF MADERTALS OR EQUIPMENT WHICH ARE AVAILABLE F FRFUNDS OM ONLY R ONERSOURCE 114 ACCORDANCE WITH THE PROVISIONS OF STATE LAW EXEMPTING SUCH PUR- CHASES FROM REQUIREMENTS OF COMPETITIVE BIDS; AND PROVIDING AN EF- FECTIVE DATE. i WHEREAS, Section 252.022 of the Local Government Code provides i that procurement of items that are only available from one source, including: items that are only available from one source because of patents, copyrights, secret processes or natural monopolies; films, manuscripts or books; electricity, gas, water and other utility j purchases; captive replacement parts or components for equipment; and library materials for a public library that are available only from the persons holding exclusive distribution rights to the ma- terials; need not be submitted to competitive bids; and WHEREAS, the City Council wishes to procure one or more of the items mentioned in the above paragraph; NOW, THEREFORE, I THE COUNCIL OF THE CITY OF DENT014 HEREBY ORDAINS: SECTION I. That the following purchases of materials, equip- ment or supplies, as described in the "Purchase orders" attached hereto, are hereby approved: PURCHASE ORDER NUMBER VENDOR AMOU14T 1I 34760 IBM $ 90,460.78 SECTION II. That the acceptance and approval of the above items shall not constitute a contract between the City and the person submitting the quotation for such items until such person shall comply with all requirements specified by the Purchasing Department. SECTION III. That the City Manager is hereby authorized to execute any contracts relating to the items specified in Section I and the expenditure of funds pursuant to said contracts is hereby authorized. AWaNo 93 AOe %rL,.~s 2' Cite SECTION IV. That this ordinance shall become effective immedi- ately upon its passage and approval. PASSED AND APPROVED this the day of 1993. 'I BOB CASTLEBERRY, MAYOR ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY BY: Ii Agenda No /I& eo/l? Apendaltam 2 s CITY COUNCIL REPORT TO: Mayor and Members of the City Council FROM., Lloyd V. Harrell, City Manager SUBJECT: PURCHASE ORDER 034760 - IBM RECOMMENDATION: We recommend Purchase Order #34760 to IBM be approved in the amount of 5909460.78. SUMMARY: This purchase order Is for the annual renewal of the Software License Agreement with IBM for the operating system software for the IBM Mainframe. This price includes all updates, new releases and trouble shooting for the software systems. The price reflected is a 3% increase over last years service agreement cost. Data Processing Advisory Board recommends approval. This agreeement is for the maintenance of prioritary software and only available from IBM acquistions for priopriatory services protected by copy write and or patents as exempt from the bid process as per chapter 252 Texas Local Government Code. BACKGROUND: Purchase Order #34760 IBM, Minutes from Data Processing Advisory Board, May 24, 1993. PROG DEPARTMENTS OR GROUPSAFFECTED: Information Services Division. FISCAL IMPACT: 1992-93 funds for Special Services account number #100-044-0080- 9521. Respe lly submitted: *oyd a: rell City Manager Approved: ' Name: Tom D Shaw,C.P.M. Title: Purchasing Agent ~gande.7AJ k► r I ' CITY of DENTON, TEXAS THIS IS A PUrr:HASE ORDER NO: 34760 CONFIRMING ORDER This number must appear on all (IF MARKED) irs, im-oces, delivery slips, cases NOT DUPLICATE Ej a des, coxes, pack;rg slips and bibs Dare: MAY 260 1993 Page No. 1 bid Nn. D PUFCHASMG DIVISION /90T8 TfXASS711i/DENTON, TEXAS 762011' V N 81713837!00 0rIWMf7R0817,2670042 FAX811i7,3874692 M DELIVERY INFORMATION SERVICES SS IBM P 0 Box 660176 ADDRESS 324 H. B. MCKINNtiY DALLi TEXAS 75226 DEMN, TEXAS 76201 1![ I VENDOR NO I II52500 DELIVERY QUOTED FOB DESTINATION TERMS I I 01 1 IBM SOFTMARE MAINTENANCE $1.00 $90,460.78 i TOTAL AMOUNT OF P.O. $90,460.78 VENDOR INSLRUCTION9, 3. Terms - Net 30 (u,lex, drrrwms Nx' %d 1 V V NDO orINST iIJCTle with d~plbale copy 4. Shipping Inslructions F O8. Des!irids prepaid 01;ess Owws, us ;died) I S" 2 .8di to - Acdaunts Payable S No Feder y or stale saes taw shall be ncluded 215 E McKinney St in prices billed. P rchasin9 Dlvlsron Acor4aNo 1gvda1f6nL 1L. 1111 y MINUTES OF r ` DATA PROCESSING ADVISORY BOARD t' MEETING OF MAY 24, 1993 MEMBERS PRESENT: Jim Kuykendall, Don Edwards and Robert Minnis MEMBERS ABSENT: Brian Scott and Rosa Lawton OTHERS PRESENT: Gary Collins and Glen Gary r Don Edwards made a motion the minutes from the April 19, 1993 meeting be approved as written. Bob Minnis seconded the motion and it passed unanimously. Gary Collins explained that the Water/Wastewater Department was requesting a second RISC/6000, to supplement their conversion efforts and to enable them to migrate their maintenance systems from PC's to the GIS Network. Glenn Gary explained that currently the Water/Wastewater Department has one RISC/6000 and that they have almost completed the conversion of their sewer system to GIS, but are now starting on the water system which is far more extensive and complicated. Glenn Gary estimated it would take 2 1/2 to 3 years to convert the water system using the one RISC/6000. Glenn Gary stated that by adding this additional RISC/6000, they could speed up this conversion process and they had staff trained and capable of using this equipment, to convert the water system in a more timely fashion. Glenn Gary also stated that currently they are in a state of flux between using paper maps and digitize maps. Glenn Gary outlined that currently they have a maintenance management and engineering analysis system that is PC based and is not compatible with the GIS system, but uses a different Data Base than the GIS system. Glenn Gary explained that the new RISC/6000 would allow them to convert the maintenance management and engineering analysis system to GIS and a single common data base. Gary Collins explained that the Water/Wastewater Department had gone out to bid for a RISC/6000 and received responses from IBM and World of Data. The bid from IBM of $29,584.12 was the low bid by $288.88. Gary Collins explained that funding for this RISC/6000 was in the Water/Wastewater Department's operating budget and was not part of the Capital budget approved for GIS. Don Edwards made a motion that the Advisory Board recommended the city purchase a RISC/6000 from IBM. Bob Minnis seconded the motion and it passed unanimously. Gary Collins explained that the next item was the annual renewal of the Software License agreements with IBM for the operating system software for the IBM mainframe. Gary Collins explained that this was proprietary software and was available only from one source. Bob Minnis asked if this was increase over last year and Gary Collins explained that the $90,460.78 represented a 38 increase over last year in software costs. Bob Minnis made a motion the I i Acenda No Agendalter!p_ 1L S ~`G D Date 6 - 93 Board recommend the city renew its Software License agreement w Kh' IBM. Don Edwards seconded the motion and it passed unanimously. Gary Collins explained the next item was a continuation of our hardware maintenance agreement. 'The upcoming year is the last year of a 5 year agreement which limited annual increases to 36. Don Edwards made a motion that the Board recommend the city renew this agreement for another year. Bob Minnis seconded the motion and it passed unanimously. r Under new business, Gary Collins explained the Board did not need to take any action on this item, but the city vas planning on acquiring a HP Design Jet Color Plotter for $9,286.00. Gary Collins explained that originally the city had budgeted $30,000 to acquire an Electrostatic Monochrome Plotter for the GIS project. By waiting for the technology advances, the city would now be able to get a Jet Ink Plotter at approximately a third of the cost. Gary collins stated that this plotter would print a standerd E size map in 15 minutes versus 3 hours on the Pen Plotters. Bob Minnis asked how the supply and maintenance costs compared, and Gary Collins responded it would be approximately 1/8 of the Electrostatic Plotter's cost. Since no action was needed on this item none was taken. Next Gary Collins presented Jim Kuykendall with a wall plaque, thanking him for his dedicated service to the Data Processing Advisory Board from 1986 to 1993. There being no other business the meeting was adjourned. . ~r~....~.- t wwcx~ i ra+ t }Fr r} _ r 1] I M a r: E:\HP000S\0RD\RVMEii.0 pgends Ka. D 1I ORDINANCE NO. G AN ORDINANCE APPROVING THE PURCHASE OF A UTILITY EASEMENT AND TEMPORARY CONSTRUCTION EASEMENT FROM W. B. RUMMELL AND BETTY ANN RUMMELL; AUTHORIZING EXPENDITURE OF FUNDS; AND PROVIDING FOR AN EFFECTIVE DATE. THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION I. That the City Council authorizes the acquisition of I the easements described in Exhibit "A", attached hereto, from W. B. Rummell and Betty Ann Rummell. 1 SECTION II. That the City council authorizes the expenditure of funds int he amount of Fifteen Thousand one and no/100 Dollars ($15,001.00) for the purchase of said easements. SECTION II IL That this ordinance shall become effective immed- iately upon its passage and approval. I PASSED AND APPROVED this the day of 1993. BOB CASTLEBERRY, MAYOR ATTEST; , JENNIFER WALTERS, CITY SECRETARY BYS APPROVED AS TO LEGAL FORMS DEBRA A. DRAYOVITCH, CITY ATTORNEY BY: - 1111 I Agenda No Ag~dalien~.~45 E 1~CfE:_..iuna_l (..3993 I CITY COUNCIL REPORT A j I TO: Mayor and Members of the City Council r'ROM: Lloyd V. Harrell, City Manager i SUBJFCT: CHECK REQUISITION - W.B. RUMMELL - $15,001.00 1 RECOMMENDATION: We recommend this check requisition to W.B. Rummell In the total amount of 15,001.00 be approved for payment. SUMMARY: This check requisition Is for acquisition of an easement along the southwest corner of I-35 and Teasley Lane. This easement is necessary for the Water Distribution Division in the Teasley Lane Utility relocation project. BACKGROUND: Check Requisition, Easement Documents. 1 FISCAL IMPACT: Bond funds for Water Distribution account #662-081-RB89-R302- 9002 with a balance of $20,900.00. Respectfully submitted: 41o 4VarZreIl City Manager Prepared by., Name: Denise Harpool Title: Senior Buyer Approved: Name: Tom D. Sh Min- aw, C.P.M. Title: Purchasing Agent ~gand~ J17 1 i CHECK REQUISITION-VOUCHER AgerdaNo ~ ~e''l ~3 Agmda lte q,_-, ,f. .f.. . Owe_~~ 3 `I PAY TO: (5 ECN NUMBER W, B. RUKKE 3300 W. UNIVERS`TI DRIVE _ $15,000 AMOUNT nENTON, Tx 76201 VATER I'.'STRIB ioN DEPARTMEN! 5/25/93 DATE 1 I ~ INVOICE DATE, NUMBER ANDIOR EXPLANATION ACCT. N0. NET INV. AMT. EASEMENT ALONG THE SOUTHWEST CORNER 662-081-RB89-8302-9002 $15,001.00 OF I-35 AND TEASLEY LANE. "DO NOT MAIL CHECK' HOLD CHECK SO THAT ROGER WILKERSON CAN PICK IT UP AND DELIVER IT VITH THE EASEMENT DOCUMENTS. TOTAL $15,00L00 THE ABOVE HAS BEEN REVIEWED AND RECOMMENDATION FOR BILLING IS MADE BY THE UNDERSIGNED. ACCOUN TI NO APPROVAL NA R/A-F~`'~J'~ - CITY MANAGER APPI"AL DIRECTOR OF FINANCE AiWM-AL I EXHIBIT "A" Agenda ltar2 EASEMENT Date THE STATE OF TEXAS, S f,~,z ✓ I KNOW ALL HEN BY THESE PRESENTSs COUNTY OF DENTON S I THAT W.B. Rummell and Betty Ann Rummell of Denton County, Texas, in consideration of the sum of fifteen thousand and no/100 Dollars ($15,000.00) and other good and valuable consideration in hand paid by the City of Denton, Texas receipt of which is hereby j acknowledged, do by these presents grant, bargain, sell and convey unto the City of Denton, Texas, the free and uninterrupted use, 1 ~ liberty and privilege of the passage in, along, upon and across the following described property, owned by them situated in Denton County, Texas in the S.C. Hirams Survey, Abstract No. 616. TRACT I ALL, that certain lot, tract, or parcel of land situated in the S.C. Hirams Survey A-616 Denton County, Texas and being a part of a tract shown by Deed to W.B. Rummell recorded in Volume 581, Page 233, Dead Records of Denton County, Texas and being more particularly described as follows COMMENCING at the northwest corner of said Rummell tract and in the southerly right-of-way of I.H. 35E; THENCE in a southeasterly direction with the southerly right-of-way of I.H. 35E the following three (3) courses and distances; 1. south 750 501 00" east 28.0 ft.; 2. south 610 481 00" east 206.2 ft.; 3, south 750 501 00" east 286.3 ft. to the POINT OF BEGINNING; THENCE continuing in a southeasterly direction with the southerly right-of-way of I.N. 35E the following two (2) courses and distances; 1. south 75' 50' 00" east 140.0 ft.; 2. south 320 W 00" east 14.54 ft. to a point for a corner; THENCE north 750 501 00" west 10 feet south of and parallel with the southerly right-of-way of I.H. 35E a distance of 150.56 ft. to a point for corner; THENCE north 140 10' 00" east a distance of 10.0 ft. to the Point of Beginning and containing 0.031 acres of land. r TRACT II ALL that certain lot, tract, or parcel of land situated in the S.C. Hirams Survey A-616 Denton County, Texas and being a part of a tract shown by Deed to W.B. Rummell recorded in volume 581, Page 2330 Deed Records of Denton County, Texas and being more ! particularly described as follows: Beginning at the northeast corner of said Rummell tract and in the westerly right-of-way of F.H. 2181; PACE 1 THENCE south 7° 37' 00" west with the west right -of-wa of F.M. 2181 a distance of 135.0 ft. to the P.C. of a curve t ewikNQeft, V% whose center bears south 820 23' 00" east. 5,775.58 ft.; A vdalfem . F THENCE in a southwesterly direction through a central ~~ggg~,lle of 0' r 53' 20" a distance of 89.6 ft. to the southeast corn~Y" tSY-sa}Q^-~ y' Rummell tract; THENCE north 88. 211 00" west with the south line of said Rummell y tract 10.04 ft. to a point for a corner in a curve to the right whose center bears south 830 16' 52" east 5,785.58 ft.; THENCE in a northeasterly direction through a central angle of 00 531 $211 a distance of 90.65 ft. to a point for a corned THENCE north 70 371 00" east a distance of 146.92 ft. to a point for a corner; 1 THENCE south 320 231 00" east, a distance of 15.56 ft. to the of beginning and containing 0.053 acres. point And it is further agreed that the said City of Denton, Texas in consideration of the benefits above set out, will remove from the property above described, such fences, buildings and other obstructions as may now be found upon said property. For the purpose of constructing, reconstructing, installing, I repairing, and perpetually maintaining public utilities in, along, upon and across said premises, with the right and privilege at all 7I times of the grantee herein its agents, employees, workmen and 1 represontatives having ingress, egress, and regress in, along upon and across said premises for the purpose of making additions to, improvements on and repairs to the said public facilities or any part thereof. To the extent permitted by the laws of Texas, Grantee shall defend, indemnify and save harmless Grantor from and against, any and all claims, shits, damages, costs and losses, resulting from, arising out of negligent acts of omissions in the insta lation, construction or existence of said public facilities or appurtenances thereto. Nothing contained in this easement shall preclude Grantor, 'life heirs, successors and assigns from having full right, power, and authority to maintain paving, asphalt, concrete and any other material incident to a driveway for the operation of the business upon the property owned by Grantor, his heirs, successors and assigns adjacent and/or near to the property which is the subject of this easement. Grantor reserves for himself, his heirs, successors and assigns the full right to maintain a driveway and EXHIBIT "A" FACF. 2 AMA No C/-J - ."q- paving of any material deemed appropriate over ~9Id property which is the subject of this easement. vl7l TO HAVE AND TO HOLD unto the said City of Dentu.1, Texas C/ aforesaid for the purposes aforesaid the premises above described. Witness our hands, this the da of +~i Y A. D. 1953 Betty nn Ru e1 - ~ 070. RU 11 i I THE STATE OF TEXAS S COUNTY OF DENTON S This instrument was acknowledged before mE on 1993 by W.B. Rummell and Betty Ann Rummell. Nokar i ® ic, in and for the State of Texas Hy Commission Expires y-3d-95~ I Accepted this the City of Denton, Re olution No. 91-077). 14 for I 9Y! Roger N. Wilkinson Right-of-Way Agent AEEOOlE5 I EXHIBIT "A" PACE 3 TEMPORARY CONSTRUCTION EASEMENT Aw,dVNc THE STATE OF TEXAS, S S 5{ C, f COUNTY OF DENTON S KNOW ALL MEN 9Y'CHE5ET~Ftt`S~S? THAT W.B. Rummell and Betty Ann Rummeli of Denton County, Texg/~, in consideration of the sum of one and no/100 Dollars ($1.00) and other good and valuable consideration in hand paid by the City of Denton, Texas receipt of which is hereby acknowledged, do by theee presents grant, bargain., sell and convey unto the City of Denton, Texas, the free and uninterrupted use, liberty and privilege of the passage in, along, upon and across the following described property, owned by them situated in Denton County, Texas in the S.C. Hirams Survey, Absttact No. 616. ALL that certain lot, tract, or parcel of land situated in the S.C. Hirams Survey A-616 Denton County, Texas and being a part of a tract shown by Deed to W.B. Rummell recorded in Volume 581, Page 233, Deed Records of Denton County, Texas and being more particularly described as follows: COMMENCING at the northwest corner of said Rummell tract and in the southerly right-of-way of I.H. 35E; THENCE in a southeasterly direction with the southerly right-of-way of IH-35E the following three (3) courses and distances; 1. south 750 501 00" E 28.0 ft) 2. south 618 481 00" E 206.2 ftj 3. south 750 50' 00" E 296.3 ft; THENCE south 14' 101 00" west a distance of 10.0 ft. to the POINT OF BEGINNING; THENCE south 754 501 00, east a distance of 140.56 ft. to a point for a corner; THENCE south 324 231 00" east a distance of 45.40 ft. to a point for a corner; THENCE south 70 371 00" west with the west right-of-way of F.N. 2181 a distance of 146.92 ft. to P.C. of a curve to the left whose radius bears south 828 231 00" east 5,785.58 ft.; THENCE in a southwesterly direction through a central angle of 0' 530 52" a distance of 90.65 ft, to a point for corner; THENCE north 884 211 00" west with the south line of said Rummell tract 10.04 ft. to a point for a corner in a curve to the right whose radius is suuth 830 1" 23" East 54795.58 ft.; THENCE In a northeasterly direction through a central angle of 01 54 23" a distance of 91.69 ft. to a point for a corner; THENCE north 70 371 00" east a distance of 143.28 ft. to a point for corner; THENCE north 321 231 00" west a distance of 37.78 ft, to a point for corner; EXHIBIT "A" PAGE 4 f i THENCE north 750 50' 00" west a distance of 136.57 ft. to a point for corner; THENCE north 140 tut 0011 east a distance of 10.0 ft. to the Point of Beginning and containing 0.096 acres of lar`fgnda~VO 2L 7 'Agendaltem, ` Oate.__~ ~~3 And it is further agreed that the said City of a' on, Texas in consideration of the benefits above set out, will remove from the property above described, such fences, buildings and other obstructions as may now be found upon said property. For the purpose of constructing, reconstructing, installing, repairing, and perpetually maintaining public utilities in, along, upon and across said premises, with the right and privilege at all times of the grantee herein its agents, employees, I workmen and representatives having ingress, egress, and regr,)sn in, along upon and across said premises for the purpose of making additions to, improvements on and repairs to the said public facilities or any part thereof. To the extent permitted by the laws of Texas, Grantee shall '.)fend, indemnify and save harmless Grantor from and against, any and all claims, suits, damages, costr and losses, resulting from, arising out of negligent acts of omissions in the installation, construction or existence of said public facilities or appurtenances thereto. Nothing contained in this easement shall preclude Grantor, his heirs, successors and assigns from having full right, power, and authority to maintain paving, asphalt, concrete end any other material incident to a driveway for the operation of the business upon the property owned by Grantor, his heirs, successors and assigns adjacent and/or near to the property which is the subject of this easement. Grantor reserves for himself, his heirs, successors and assigns the full right to maintain a driveway and paving of any material deemed appropriate over the property which is the subject of this easement. EXHIBIT "A" PAGE 5 Vnda No TO HAVE AND TO HOLD unto the said City A1,,De t ~G F A eDenton,^ Texas aforesaid for the purposes aforesaid the premises above descrl ed. t Witness our hands, this the day of tk A. D. 19 a-T Ruirme 1 W'. A. Aum THE SPATE OF TEXAS g COUNTY OF DFNTON S This instrument was acknowledged before mit on yt 1997 by -,~@,-.g1i1114¢11_DIId-$~,5 _.lIfID_,~LUGIDi'11_. NOW 3i ZS " Notary ublic, !n end for the State of Texas Al My Commission Expires _S=304, Accepted this day of ~19 the City of bent-on, Texas (Resolution No. 91-077), for BY1 Roger N, Wilkinson Right-of-Way Agent AEEOOlE5/4 EXHIBIT "A" PACE 6 }}4~yt 'aaar. \r ' it uaAiei 1 4t y ~ aau azcr a~ N W V lvi .z 17/ UNCIL 1 I I i ~ I~ 4~ M, S 1 bt\~ettle.o ~enQ~~t /c Chte to L,A ORDINANCE NO. AN ORDINANCE OF THE CITY OF DENTON, TEXAS, APPROVING, AND AUTH- ORIZING THE CITY MANAGER TO EXECUTE A COMPROMISE SETTLEMENT RELEASE OF ALL CLAIMS IN THE MATTER OF GAMBLE V CITY OF DENTOh TEXAS; DECLARING AN EFFECTIVE DATE. AND THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION t- That the City Manager is hereby authorized to execute a Compromise Settlement Release of All Claims in the matter of Gamble v_ City of , providing for the settlement and compromise of the litigation now pending between the parties in the 16th District Court, Penton County, Texas, Cause No. 92-10064-16 in an amni:nt not to exceed Seven Thousand Seven Hundred and Thirty- "P,r, uoilars ($7,737.00). ,b'CTION 1_i- That this ordinance Wiall become effective immedi- ately upon its passage and approval. PASSED AND APPROVED this the day of 1993. BOB CASTLEBERRY, MAYuR ATTESTt JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: ' DEBRA A. DRAyOVITCH, CITY ATTORNEY BY: V aprndrNb /J ApendaIWYL CAUSE NO. 92-10064-16 NORMA LYNN GAMBLE AND S IN THE DISTRICT COURT HUSBAND, DAVID GENE GAMBLE § 5 i r V5. § DENTON COUNTY, TEXAS CITY OF DENTON, TEXAS, S S LES GIBSON AND JEFF GANN S 16TH JUDICIAL DISTRICT i COMPROMISE S~:TTLEMEu^ n~TEASE OF ALL CLAIMS i FOR AND IN CONSIDERATION of the sum of Seven Thousand Seven Hundred and Thirty-seven ($7,737.00) Dollars in hand paid this day by check, the receipt and sufficiency of which is hereby acknow- ledged, Norma Lynn Gamble and David Gene Gamble do hereby release, acquit, and forever discharge the City of Denton, Texas, its elected officials, agents, employees, insurers, and attorneys of and from any and all actions, causes of action, claims (including subrogation claims), demands, liabilities, obligations, costs, expenses and damages of any kind whatsoever, whether based in common law, contract, warranty or tort, or upon constitutional or statutory rights, including, but not limited to, court costs, attorneys fees, damage to reputation, pain and suffering, grief, bereavement, loss of consortium and companionship, mental anguish, loss of earning capacity, loss of profits, damage to and taking of property, loss of services, actual, punitive and exemplary damages, and all other damages, whether known or unknown, and whether here- tofore asserted or not, resulting or to result from, or in any Compromise Settlement Aeleasa of all claims/Page 1 Agenda No _.-ZLLC:C: Agendalteg_ h,~~ F manner related to the automobile accident which occurred on or about January 31, 1990, all as more fully described in the plead- ings on file herein to which reference is made for a more complete descriptiont and do hereby agree to indemnify and save harmless said City of Denton, Texas, its elected officials, agents, employ- ees, attorneys and insurers, of and from all further actions, causes of actions, claims, including subrogation claims, demands, liabilities, obligations, costs or expenses and damages arising out of the injuries and damages sustained by them as a result of said incident, whether or not in,iluded in a claim for damages. T h e undersigned understands and agrees that the amount paid under this agreement is in full satisfaction of all damages arising on account of the above described accident, and that they will receive no further sums of money from the City of Denton, Texas, its elected officials, agents, employees, attorneys and insurers as a result of this accident. It is expressly understood and agreed that Norma Lynn Gamble and David Gene Gamble have already paid or will pay out of the aforementioned total sum of Seven Thousand Seven Hundred and Thirty-seven ($7,737.00) Dollars all medical, doctors' and hospital charges received in the past or to be incurred in the future by them and that they will defend, indemnify and hold harmless said City of Denton, Texas, its elected officials, agents, employees, attorneys and insurers, from any claims for such charges. In further consideration of the payments made by the City of Compromise Settlement Release of all Claims/Page Z +r agenda No ~3- Vlr AgendaItork_ 1b Denton, Texas, Norma Lynn Gamble and David Gene Gamble, expressly warrant any~ represent that (other than medical charges discussed above) no assignment, pledge, sale or transfer of any right, title, r interest or claim which is released herein has been made, except to counsel approving this Release. The Gambles further agree to indemnify and hold harmless the City of Denton, Texas, its elected i officials, agents, employees, insurers and attorneys from any claims or causes of action brought by persons or entities claiming a right, title, interest or claim in the matters herein released. It is expressly warranted by Plaintiffs that no promise or in- ducement has been offered except as herein set forth; that this Release is execute9 without reliance upon any statement or repre- sentation of any person or parties released or their representa- tives, concerning the nature and extent of the injuries, damages and/or legal liability therefor] that acceptance of the considera- tion set forth herein is in full accord and satisfaction of a dis- puted claim for which liability is expressly denied. FOR THE SAME CONSIDERATION, it is agreed that the above styled suit will be dismissed with prejudice with costs of suit taxed to the party incurring same. This document contains the entire agreement of the parties hereto. THE PROVISIONS OF THIS RELEASE ARE CONTRACTUAL AND NOT MERE RECITALS. WITNESS our hands this the day of 1993. Compromise Settlement Release of all Claims/Page 3 V WIN7 I I AQoadalterr~~' S ~l.f Dace,_ C~ / <J3 CITY OF DENTON, TEXAS G Bvi ` LLOYD V. HARRELL CITY MANAGER I 1 NORMA LYNN GAMBLE I DAVID -E-El1EE GAMBLE APPROVEDL APPROVEDS MICHAEL A. BUCEK DAVID WACKER ATTORNEY FOR DEFENDANT ATTORNEY FOR PLAINTIFF CITY OF DENTON, TEXAS Compromise Settlement Release of all Claims/Page 4 Aam0No AQondaI teq'~i~ / THE STATE OF TEXAS $ COUNTY OF DENTON $ BEFORE ME, the undersigned, a Notary Public in and for said County and State, on this day personally appeared Lloyd V. Harrell, known to me to be the person who executed the foregoing instrument r and acknowledged to me that he executed the same for the purposes and consideration therein expressed; that he executed the same as his free and voluntary act and deed after having it fully explained to him, and after having read it fully, and after realizing the effect thereof to be a mutual release between the city of Denton, Texas and Norma Lynn Gamble, for the limited matter or thing dealt with in the foregoing instrument; and that the same was executed by him without any threat, force, fraud, duress, or representation of any kind by authority to bind thesCity hof Denton, Texas that such had greementl and that at the time of exe,.-ution of the release, Lloyd V, Harrell was completely sober, sane, and capable of understanding the character of his acts and deeds and was in complete charge of all of his faculties and capable of executing this instrument and of understanding the significance of his acts. GIVEN under my hand and seal of office this the day of 1993, Notary Public, State of Texas Compromise Settlement Release of all claims/Page 6 ApendaNo __W~ ff0o~da ~terr~. ~ ~ l f (hle_~ _ THE STATE OF TEXAS S COUNTY OF DENTON S BEFORE ME, the undersigned, a Notary Public in and for said County and stater on this day personally appeared Norma Lynn Gamble, known to me to be the person who executed the foregoing instrument and acknowledged to me that she executed the same for the purposes and consideration therein expressed; that she executed the fully explained as her free and voluntary act and deed after having it , and realizirgltheeeffe her, and then of after beaaimutual release lybetw enfthe City of Denton, Texas and Nc,rra Lynn Gamble and David Gene Gamble, for the limited matter or thing dealt with in the foregoing instrument; and that the same was executed by her without any threat, force, fraud, duress, or representation of any kind by any release wNorm% Lynn Gamble was completely sober, sane and capable of understanding the character of her acts and deeds and was in complete charge of all of her faculties and capable of executing this instrument and of understanding the significance of her acts. GIVEN •inder my hand and seal of office this the 1993, day of Notary Public, State of Texas compromise settlement Release of all claims/Fags 6 n THE STATE OF TEXAS $ COUNTY OF DENTON $ BEFORE ME, the undersigned, a Notary Public in and for said County and State, on this day personally appeared David Gene r Gamble, known to me to be the person who executed the foregoing instrument and acknowledged to me that he executed the same for the purposes and consideration therein expressed; that he executed the same as his free and voluntary act and deed after having it fully reexplained to himo and the effect thereof after toabena mutual i release betweenfthe City of Denton, Texas and Norma Lynn Gamble and David Gene Gamble, for the limited matter or thing dealt with in the foregoing instrument; and that the same was executed by him without any threat, force, fraud, duress, or representation of any kind by any person whomsoever; and that at the time of execution of the release, David Gene Gamble was completely sober, sane, and capable of understanding the character of his acts and deeds and was in complete charge of all of his faculties and capable of executing this instrument and of understanding the significance of his acts. GIVEN under my hand and seal of office this the 1993, day of Notary Public, State of Texas I I Compromise Settlement Release of all Claima/page 7 r 4 ~ 41 ♦1 I -1 € 7 op 0 I ~endz ko ~ '4 ~ger~~te Date DATE: June 1993 CITY COUNCIL REPORT G TO: Mayor and Members of the City Cot:ncil FROM: Lloyd V. Harrell, City Manager SUBJECT: CONSIDER AN ORDINANCE AUTHORIZING THE CITY MANAGER TO ENTER INTO AN AGREEMENT WITH THE TEXAS DEPARTMENT OF TRANSPORTATION CONCERNING THE LANDSC"PING OF THE TEASLEY LANE (F.M. 2181) MEDIAN RECOMMENDATI0L1: The Keep Denton Beautiful commission endorsed the plan on January 6, 1992. The'91 Committee recommended approval of the funding source on May 17, 1993. suMMARY: The project is located in the future median of Teasley Lane, between Interstate 35 and Bent Oak Drive (Attachment 1). This coincides with planned reconstruction of Teasley Lane by the Texas Department of Transportation (TxDOT) which is scheduled for letting in October, 1993. The total cost of the landscaping project is $248,531.001 to be divided between TxDOT and the City of Denton. The actual cost breakdown is as close to 504-504 as possible, allowing for our application under the 1992-1993 Landscape Cost Sharing Program of TxDOT. As shown by Attachment 3, our proposal was preliminarily accepted on March 29, 1993. According to the draft agreement being considered (Attachment 2), TxDOT will be responsible for funding in the amount of $123,000.00. The City of Denton will be responsible for $1250531.00. The City's portion is comprised of $47,306 for the irrigation system, $17,340 for the landscape design, $30,815 for the trees, and $30,070 for maintenance for 24 months. TxDOT's share will provide for the colored-textured concrete, grass, ground cover plants, bedding plants, PVC irrigation "sleeves", contract administration, and traffic barricading. PAGE 1. 9- G Agenda No Agendal'em Date l Portions of the City share will be accomplished by "in-ki d" 5 services or "in-house". The Water/Wastewater Department will do the irrigation design. The Planning and Development Department has done the landscape design ("Project Design Plan"). The trees will be planted by the Park and Recreation Department, and PARD will maintain the project. City "cash" contributions is $78,121, proposed to be paid by sold bonds. After Council accepts the contract, such acceptance will be transmitted to TxDOT for consideration by the Commission. A final contract will then be transmitted for signature. BACKGROUNp: I Teasley Lane improvements were approved in the 1986 bond election. The original application to TxDOT was initiated on February 2, 1990. Since that time, it has undergone review and modification. Council approved the sharing of the cost essentially shown in this agreement on February 11, 1992. This project is in the CIP. PROGRAMS, DEPARTMENTS OR.GROU,S AFFECTED; The project affects many City of Denton departments and continues the City's overall beautification efforts, begun with landscaping the University Drive median. FISCAL IMPACT: None. Respectfully submitted: Preparedi Lloyd H+.rroll, city manager Frank obh , AICP Executive Dire for Planning and Development PAGE 2 _ ~Z3 D/P Agenda % Agenda ltp,4L-~ Nte 93 ' ATTACHl4ENT8: 1. Location reap. 2. Ordinance with agreement. 3. Letter from TXDOT. 4. Chart of financial apportionment. i J MJ10076► PAGE 3 +genda No agEndagertt t_.:::.. ATT HMENT 1 _ bib / -`~3 ms=s ~ D r ou os f l t TM/i1s f LA09 ' wr'" avot ~ . ~afpgpp bwt. ~ Q Ik 4 ~ , W J r" rt u ^ MT ~ E:\6PD0CS\0R0\UNDSCAP.0 AQ9Atla N0, Cf4~ _it.f ft3te - ~ ~s ATTACHMENT 2 l ORDINANCE NO. AN ORDINANCE AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH THE STATE OF TEXAS, ACTING BY AND THROUGH THE TEXAS DEPARTMENT OF TRANSPORTATION, FOR PARTICIPATION IN A LANDSCAPE COST SHARING PROGRAM PROJECT ON FM 2181 FROM INTERSTATE. HIGHWAY 35 TO BENT OAK DRIVEL AUTHORIZING THE EXPENDITURE OF FUNDS THEREFORt AND PROVIDING AN EFFECTIVE DATE. i THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION I. That the City Manager is authorized to execute an agreement between the City of Denton and the State of Texass, acting by and through the Texas Department of Transportation, for con- struction of a Landscape Cost Sharing Program project on FM 2181 from interstate Highway 35 to Bent Oak Drive, under the terms and conditions contained in said agreement, which is attached hereto and made a part hereof. SECTION Ii. That the City Council hereby authorizes the expen- diture of funds and provision of a non-cash contribution in the manner and amount as specified in the agreement. SECTION III. That this ordinance shall become effective immed- iately upon its passage and approval. PASSED AND APPROVED this the day of _.1 1993. BOB CASTLEBERRY$ 14AYOR ATTESTS JENNIFER WALTERS, CITY SECRETARY Bye APPROVED AS TO LEGAL FORMt DEBRA A. DRAYOVITCH, CITY ATTORNEY Dye yC2LJ__ C G~ Agarda No i. Ageidallem ` 00 THE STATE OF TEXAS § S COUNTY OF TRAVIS S THIS AGREEMENT is made by and between the State of Texas, acting by and through the Texas Department of Transportation, hereinafter called the "State", and the City of Denton, acting thrOu4h its duly authorized officials, as evidenced by Resolution or Ordinance Number , dated , hereinafter called the "City". V I T N E 8 8 E T H WHEREAS, the State owns and maintains a system of highways, including FM 2181 in Denton County, ?axas for public use and benefit; and WHEREAS, the City has requested State participation in a 1992-1993 Landscape Cost Sharing Program project on FM 2181 from Interstate Highway 35 to Bent oak Drive, hereinafter called the "Project", and as shown on the attached EXHIBIT A_L and WHEREAS, the City has committed to cooperating with the State by providing a total non-cash contribution of $125,531.00 toward the completion of the Project, which sum represents the agreed, fair-market non-cash value fog- providing the Project Design Plan, furnishing and installing the irrigation system, furnishing and installing trees, and for performing Project maintenance and establishment activities for a minimum period of twenty-four months; and WHEREAS, Texas Transportation Commission Minute order dated , attached hereto and labeled EXHIBIT @ authorizes the State to co.perate with the City in the development of the Project by providing State funds which will be used to execute a construction contract to furnish and install the colored-texturized concrete, turf groundcover, bedding plants, and the PVC conduits for the irrigation system, NOW THEREFORE, in consideration of the premises and of the mutual covenants and agreements of the parties hereto be by them respectively kept and performed as hereinafter set forth, the state and the city do mutually agree as follows: Page 1 of 7 Draft, D-18L, 3/26/43 i Age?da No Aovdallerr_ G A a R E E H E N T ARTICLE 1. Term of Agreement. This Agreement becomes effective when finally executed (signed) by the State and shall terminate upon satisfactory completion of the work as called for in the Project Design Plan and as stipulated within this Agreement, unless otherwise terminated as provided hereinafter. ARTICLE 2. Project Design Plan. I The City shall prepare and furnish the Project Design Plan. The Project Design Plan shall contain plans, specifications, and estimates, as required by the State to execute a contract through the Department's state-wide construction system. The Project Design Plan shall be incorporated into this Agreement by reference. ARTICLE 3. Project Funding. The total estimated cost of the Project is $248,531.00, and shall be funded jointly by the State and the City. State funds in an amount estimated not to exceed $123,000.00 will be utilized to provide for the installation of the Project through a construction contract or contracts administered by the State. The City's total contribution of $125,531.00 represents the agreed, fair-market, non-cash values of $17,340.00 foi furnishing the Project Design Plan, $47,306.00 for furnishing and installing the irrigation system, $30,815.00 for furnishing and installing the trees, and $30,070.00 for providing Proje.;t maintenance and establishment activities for a minimum of twenty-four consecutive months. ARTICLE 4. Responsibility of the Parties. A. The City agrees to: 1. Indemnify and save harmless the State, its agents and employees, from all suits, actions or claims and from all liability ind damages for any and all injuries or damages sustained by any person, or by any abutting, adjoining or other property in consequence of any neglect in the performance, or failure of performance of the City, its agents and employees under this Agreement, to the extent allowed by State Law. Page 2 of 7 Draft, D-18L, 3/26/93 1 ~ondaNo Ageodalterrl- 2. Indemnify, defend and hold the State l~tmless-from any and all claims and lawsuits by third parties «~J arising from, or incident to the performance, or failure of performance of the City, its officers, employees or agents under this Agreement to the extent allowed by state Law, The City shall defend all suits brought upon all such claims and lawsuits and pay all costs and expenses incidental thereto, but the State shall have the right, at it's option and expense, to participate in the defense of any suit, without relieving the City of - any obligation hereunder. l 3. furnish the Project Design Plan and Specifications for the construction phase of the contract. 4. Furnish all materials, labor and incidentals required to install the irrigation system and the trees and to perform landscape maintenance and establishment activities for a minimum of twenty- four consecutive months, following the completion of the construction contract. 5. Replace plant material as may be reasonably required to insure the project functions as intended during the twenty-four month establishment period. 6. Furnish, erect and maintain any barricades, signs and traffic handling devices, in accordance with the latest Manual of Uniform Traffic Control Devices, and to the satisfaction of the State, as may be required to protect the safety of the travelling public while performing any work on the project under this agreement. B. The State agrees to: 1. Obligate State funds in the amount of $123,000.00 which will be utilized to execute a construction contract which will provide for the furnishing and installation of the colored-texturized concrete, turf, ground cover, bedding plants, and the PVC conduits for the irrigation system. 2. Schedule the installation of the Project for the , first available construction letting mutually acceptable to the State and the City, but at the final option of the state. 3. Administer the Contract during construction. Page 3 of 7 Draft, D-18L, 3/26/93 • 1 Agenda No AgendaEtera ~ - ~ 4. Cooperate with the City to determine requirements for barricades, signs and traffic handling devices to be used by the city during the installation of the trees and the irrigation system for the Project. ARTICLE S. Overruns/Underruns. The State will make recommendation of award for the bid or bids received for the installation of the Project as follows: 1. If the lowest bid or bids exceeds $123 .DM 00 the State, at its sole option, may reject the bid, request the City to revise the Project Design Plan as necessary to insure that available funds are not exceeded, and reschedule the Project for the next available construction letting. 2. If the lowest bid or bids does not exc-oA c,~z nnn nn the State will recommend award of the bid or bids. The State will not schedule any additional work on the Project to insure that the amount of State funds obligated for the Project is fully expended unless, in the State's sole opinion, it is determined that the performance of additional work will be in the best interest of the Project. Any additional work, if performed by the State, will be performed in accordance with existing regulations and procedures relating to additional work orders and/or field changes. ARTICLE 6. Disputes. Should disputes arise as to the party's obligations under this Agreement, the state's decision shall be final and binding. ARTICLE 7. Amendments. Changes in time frame, character, cost or obligations herein shall be enacted by written amendment. All amendments to this Agreement must be executed by both parties within the contract period specified in Article 1. Page 4 of 7 Draft, D-18L, 3/26/91 i i Agenda NO U7ie _U ~ i_ ..)fl ARTICLE 8. Successors and Assigns. /4_~{.~ The State and the City shall not assign or otherwise 1 transfer its rights and obligations unde,. this Agreement except with prior written consent of the other party, and any prohibited assignment or transfer shall be null and void. ARTICLE 9. Remedies. Violation or breach of contract terms by the City shall be grounds for termination of the Agreement, and any increased cost arising from the City's default, breach of contract or violation of terms shall be paid by the City. This Agreement shall not be considered as specifying the exclusive remedy for any default, but all remedies existing at law and in equity may be availed of by either party and shall be cumulative. ARTICLE 10. Insurance. At the time of execution (signature) of the Agreement by the City, the City shall attach required insurance documentation to each Agreement counterpart. If the City is a self-insured entity and performs any work on the Project with City Forces, the City shall extend the protection of its self-insurance to the State for any and all damages and injuries arising from the CityPs performance under this ,agreement. If the City is not work on the Project with a City self-insured entity and performs any State with a completed Certificate of Insurance (TXDDT Form 20.102), and label such documentation EXHIBIT C If the City performs any work on the Project through a contractor or contractors selected through the City's low-bid procedure, the City shall require its contractor or contractors to furnish the state with a completed Certificate of Insurance, con MOT Form 20 102)# and tractors maintain such sinsurance rduring cthertern ofrthe Agreement. Page 5 of 7 Draft, D-18L, 3/26/93 Awn No AvendaEteot_.~-.,v l Date ARTICLE 11. Gratuities. !T/ti Texaation employeessofrthepDepartmentoipolicymdates that sp favors from any person shdoiangll businnotess ort an who accey reabenefits, sonably gifts sp^.aking may do business with the State under this contract. only exceptions allowed are ordinary business lunches and i The tems that have received advanced written approval of the Texas Department of Transportation Executive Director. Any person doing business with or who may reasonably speaking do business with the State under this contract may not make any offer of benefits, gifts or favors to Departmental employees, except as mentioned hereabove. Failure on the part of the city to adhere to this policy may result in the termination of this contract. ARTICLE 12. Termination. This Agreement may be terminated by any of the following conditions: A. BY mutual agreement and consent of both parties. B. By either party upon thirty days written notice to the other party, C. By either party upon the failure of the other party to fulfill its obligations as set forth in this Agreement. D. By satisfactory completion of all services and obligations described herein. Should the City terminate this Agreement, as prescribed hereabove, the City shall, at the option of the State, reimburse any reasonable costs incurred by the State. REMAINDER OF PAGE LEFT BLANK Page 6 of 7 Draft, D-18L 1/26 ~ /91 Agenda hx, _ ✓rPlr~. Aaentlaf~p~~~ IN TESTIMONY WHEREOF, the State and the City have executed dupli rate counterparts to effectuate this Agreement. THE CITY OF DENTON THE STATE OF TEXAS Certified as being executed for 1 By, the purpose and effect of activating and/or carrying out (Signature) the orders, established policies or work programs heretofore approved and authorized by the (Typed Name an Texas Transportation Commission d T~ tle Date: By: Roger G. Welsch, P.E. Associate Executive Director, Field Operations Date: I i Page 7 of 7 Draft, D-18L, 1/26/93 ACenda No ATTACHMENT 3 Agenda IteRt_~c Texas Department of Transportation DEWITT C GAEER STATE HIGHMY BLDG • 125 E, 11TH STREET • AUSTIN, TEXAS 78701 2483• (512) 4UWS March 29, 1993 h 1992-1993 Landscape Cost Sharing Program The City of Denton i Mr. G. Owen Yost, ASLA The City of Denton 215 E. McKinney Street Denton, Texas 76201 Dear Mr. Yostt We have reviewed your proposal for work under the Landscape cost Sharing Program and feel the project would be acceptable for c execution under Program Regulations relating to Highway projects. Accordingly, we have prepared a draft Agreement based upon your proposal which will govern work on this project if approval is granted by our Texas Transportation Commission. As you will note, the Agreement reflects the specific responsi- bilities of each party, and includes required contract provisions which must be included within each Cost Sharing Program Agree- ment. We must have your concurrence ins in writing that the Agreement is satisfactory before we present the project to our Commission for formal approval. The following deadlines regarding upcoming Commission meetings are furnished for your informations TO '.,RESENT PROJECT WRITTEN ACCEPTANCE MUST TO CO W9kUN ONt gE RECEIVED NO LATER THAN., May 25, 1993 April 27, 1993 , June 29, 1993 June 1, 1993 July 291 1993 July 1, 1993 The attached Agreement is for your review and comment and no signature is requested at this time. After receiving your written notification that the Agreement is satisfactory, and after the Commission has approved the project, we will transmit two original Agreement counterparts for f nal signature. An tgud Opportunity Employer v Vrda No Agendallem~_'` Mr. G. Owen Yost - 2 - March 29 1993-_ I We look forward to working with you toward the successful authorization and completion of this project. Please contact Messrs. Mark Mathews or Mike Jenkins, Landscape Architects, at (512)416-3082 if you have any questions. Sincerely I k I C Craig A. Ste fens Chief Landscape Architect Landscape Section Division of Maintenance and Operations MSM Attachment cc: Mr. Pat Haigh, Dallas District Office Ag A No J, ATTACHMENT 4 Agenda Ife AL , P< i Item. TxDO I! A~ _T C't o Denton irrigation 547,106 • design S17,340 trees 530,815 maintenance 530,070 tex, concrete Falr Market Value grass Fair Market Value ground cover Fair Market Value j PVC siccvcs Fair Market Value contract admin. Fair Markct Value barricading Fair Market Value $123,000 $1125,531 • actual cash expense ti :Lt:$tilrlH rrrlrr N::: 'F0.N FI at rIII H:::: ?'':C F_C: Fi 'I ralrlgllJ: CFl t. ='L~'~ti ~gipJ JAI ! I r 1 • 11 N l ctrrr.F:r~k4r ~gfsa:i: `rt}~ rs t FFF Jr.......rr.: t }F~r Lac % F%errrr•rrrr n.: _ 1-l Cl C- 1 y Fn{IIMI •r hrl F:: t •FFFII PIw rrrr r.: 't IIl er rr•r rs:: :nPe aro r_, sr rs over w+Ns ~•:t V lyrtq'Vt4')'14q'✓lYtl! 0'. .11'. ••Vrrr•r.y MrY YMr14'MI44')4't41{Y•'iY] • +•ryry rP%Y✓r Y✓•a4rw44Y'.Y':S'. _ nhlyy nNNP ✓a.✓t•n1t11,414')'. ~ . r VTrAY.rI WYPn•rP✓M+t✓VYtblt'1't6 A'•-'. . . ••r'."r•w1•rrYYy YVwP nMVatVlrthbrybOM1O-•. - ~ i •'•Trrr'~•rNV M a YuP n•g4'MV.Ny4 bA ] v'.'. •IVVy'Ilyn✓y Prw r,rPNVVnnlrtry.4rt4K 44 : 41^MT`rrY1 trM vptrylNa A4e 1'.'.. IrtV •14L4P41A~y'. 44bg4PK\AVVh'.:'. akY NtH k94 4~MPN.ta:: ~Ptl]\t:: Pttttl~t Jtitf t:. win: tl tN ltl t of llt {ltt. ~~Ilt H' Ii 2r K• ♦l• I N N 11. a• V I ~ I Y 0 y'0 1 t 1 b3\5ettle.o ~ ORDINANCE NO. ~ AN ORDINANCE OF THE CITY OF DENTON, TEXAS, APPROVING AND AUTH- ORIZING THE CITY MANAGER TO EXECUTE A SETTLEMENT AGREEMENT BETWEEN THE CITY OF DENTON AND GREEN SPRINGS WATER SUPPLY CORPORATION; AND DECLARING AN EFFECTIVE DATE. THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION I. That the attached Settlement Agreement between the City of Denton and Green Springs Water Supply Corporation, provid- ing for the settlement of the matter now pending between the par- ties before the Texas Water Commission is approved in accordance with its terms, and the City Manager is hereby authorized to exe- cute same on the City's behalf. SECTION II. That this ordinance shall become effective immedi- ately upon its passage and approval. PASSED AND APPROVED this the day of , 1993. BOB CASTLEBERRY, MAYOR ' ATTESTS I JENNIFER WALTERS, CITY SECRETARY BY: t APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY 1~ l SYt ~ ~ i i Agenda~ten f/'r X319__ . = THE STATE OF TEXAS COUNTY OF DENTON S S SETTLEMENT AGREEMENT This Settlement Agreement ("Agreement") concerning the Application of the City Of Denton ("Denton") for an Amendment to Certificate of Convenience and Necessity ("CCN") No. 10195, the Application of Bolivar Water Supply Corporation ("Bolivar") for an Amendment to CCN No. 11257, and the Application of Green Springs Water Supply Corporation ("Green Springs") for an Amendment to CCN No. 11480, is made and effective on the later of the dates shown by the partiesI signatures below, by Denton and Green Springs under the terms and conditions hereinafter set forth NITNESSETHI WHEREAS, Denton has filed an Application for an Amendment to CCN No. 10195, Bolivar has filed an Application for an Amendment to CCN No. 11257, and Green Springs has filed an Application for an Amendment to CCN No. 11480, all of which applications are currently pending before the Texas Water Commission ("Commission"). i WHEREAS, all of the amendment applications seek to provide water service to customers within the area designated within the double black line on the map attached hereto and incorporated herein as "Exhibit A" ("the Contested Area"). WHEREAS, Green Springs is currently providing water service to customers within part of the Contested Area pursuant to authority granted by the Commission in CCN No. 11480. 1 toen~oos-oot,aor 1 Agenda No __._'?-f - cl WHEREAS, Green Springs has outstanding debt in favor ,of~' " Farmers Home Administration as evidenced in the attached "Affidavit of Debt," attached hereto and incorporated herein as "Exhibit B." WHEREAS, 7 USC 1926(b) provides that the service provided by a utility with outstanding debt in favor of FmHA shall not be curtailed by the inclusion of the area served within the boundaries of a municipal corporation or other public body, or by the granting of any private franchise for similar service within such area during the term of the loan. i ! i WHEREAS, Denton and Green Springs desire to resolve any conflicts regarding the territories they will serve by agreement, rather than through the administrative hearing process, which could cost their respective customers considerable time and money. NOW THEREFORE, it is hereby agreed by the parties hereto thats 1. Green Springs' single certification under CCN No. 11480 shall be unaffected by this Agreement. The extent of CCN No. 11480 is as shown on the map attached hereto and incorporated herein as "Exhibit C." 2. Within seven (7) days of the effective date of this Agreement, Green Springs shall notify the Commission of Its withdrawal of its application for an amendment to CCN No. 11480, which application seeks to amend Green Springs' CCN to include the Contested Area. 3. Green Springs shall support. Denton's application for single certification to the Contested Area, pursuant to Denton's application for an amendment to CCN No. 10195. 4. If Denton is granted an amendment to CCN No. 10195 which Includes the Contested Area, Green Springs may refile its 1060\001•D01.AOT 2 i ~gendaNo application for an amendment to CCN No. 11480 to include the Contested Area as dually certificated to Green Springs and Denton, and Denton hereby agrees not to file a protest with the Commission or take any action whatsoever to oppose the granting of the CCN amendment to Green Springs. 5. Green Springs agrees that if the Commission aubseguently grants Green Springe a CCN amendment to expand CCN No. 11480 to include the Contested Area, resulting in the dual certification of the Contested Area to both Denton and Green Springs, Green Springs will not assert 7 USC 1926(b) as a bar to Denton's provision of water utility aervice within the Contested Area. 6. Green Springs further agrees that any facilities which Green Springs installs within the Contested Area pursuant to a grant of an a,,le* anent to CCN No. 11480, and after a final order is issued by the Commission in Docket Nos. 9824-C and 9447-C, shall conform to Denton's city code specifications, provided that the order shall grant Denton the authority to serve water customers within the Contested Area. 7. This agreement may be modified or amended prior to issuance of a final Order by the Commission in Docket Nos. 9824-C and 9447- C only by written instrument, executed by all the parties hereto. If Denton is not granted an amendment to CCN No. 10195 which includes the Contested Area, this Agreement shall be null and void. 8. If any provision of this Agreement or the application thereof to any entity or circumstances shall be invalid or unenforceable to any extent, the remainder of this Agreement and the application of such provisions to other entities or circumstances shall not be affected thereby and they shall be enforceable to the greatest extent permitted by law. r ioso~ooy.oo~.~at 3 ~geoCaNo _~I~ • ~ - AgentlallertZ,~s ~l~ Dare- 9. This Agreement contains the entire agreement between they; parties hereto relative to authority to provide water service within the Contested Area, and there are no verbal agreements concerning this matter between the parties hereto. IN WITNESS WHEREOF, Denton and Green Springs have executed this Agreement on the dates shown below. Date3 CITY OF DENTON, TEXAS Bob Castleberry, Mayor ATTESTS Jennifer Wal•.ere, City Secretory APPROVED AS TO LEGAL FORMt Debra A. Drayovitch, City Attorney Dates GREEN SPRINGS WATER SUPPLY CORPORATION Mike Mays, President ATTESTi Secretary 5060\007.OOtAOS 4 Brorch r 11257 ree , 1 ~ ~ .tea 10151- , ~ -11856 ' 11480 L\ 1 1. / ~ NE 12 ~ r J 1856 N ' -Davis Ip 1 «~ac_ r 70 1 [N ~,1/ N 11 b \ z /T sr• 1019s od ck -12567 r -1 %183 a tLi 1 \ 11712 All zil ' 11257 , - 114 10195 \ ` - -p rA fir' .3 N f ~ -'s%71 s '1 n p 1 • r......rrr ' •rrrrr..r ~ ..c i i . AWdalto DATE P18,Tn -1 F-!;$9 CITY COUNCIL REPORT FORMAT TO: MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: Lloyd V. Harrell, City Manager SUBJECT: ENGINEERING SERVICES FOR CONTINUOUS EMISSIONS MONITORING SYSTEM RECOMMENDATION: i The Utility Staff recommends the approval of issuance of a purchase order to the Engineering firm of Sargent and Lundy for Denton's portion of Engineering Services for development of Specifications for a Continuous Emissions Monitoring System for the Denton Steam Plant in the amount of $130224. SUMMARY/BACKGROUNDi Under the Clean Air Amendment Act of 19900 the Environmental Protection Agency (EPA) rule-making process requires utilities to monitor stack emissions from fossil burning power plants for noxious gases such as NOX and SOS. The stack emissions, to be monitored by Continuous Emission Monitoring Systems (CEMS), are required to be in place by 1995. The matter of engineering and placemert of a CEMS system was discussed at the recent Technical and Operating Committee meeting of the Texas Municipal Power Pool (TM.PP). The consensus of the members at the Operating Committee meeting was that long-term savings could be realized through common engineering and specification preparation of the CEMS, as the gas-fired units of the TMPP cities have similar burning characteristics. Specification preparation would be duplicated through individual engineering of the CEMS. In addition, with the CEMS designed in a similar manner, maintenance cost-savings would be experienced. After review of several proposals from engineering consulting firms on engineering and specification preparation for CEMS for the members of TMPP, the Operating Committee recommended that award of contract for engineering and specification preparation be made to Sargent a,-,d Lundy in the amount of $73,000. The Operating Committee further recommended that the coats for the consulting contract be apportioned to each participating city required to have CEMS monitoring based upon number of units requiring monitoring (Denton's portion was $130274). The TMPP Pool Committee approved establishing an agreement with Sargent and Lundy for CEMS services in the amount of $73,000, with the individual participating cities issuing individual purchase ordere to Sargent and Luray for their appropriate share of the agreement. 4jendeNo Approval is recommended for issuance of a s order/ o Sargent and Lundy for Denton' Purchase engineering and specification portion ($13,274) of the GEMS preparation. PROGRAMS, DEPARTMENTS OR GROUPS AFFECTED: Denton Electric Department, Denton Public Utility Board, and Denton City Council. FISCAL IMPACT: The ;13,274 required for a purchase requisition for Sargent and Lundy will come out of Electric Operating Budget. Respectfully submitted, Lloyd V. Harrell City Manager Prepared by: Jim arder, Director of Electric Utilities Approved by,, ^ - 6-:~/L <2'- R. E. Nelson Executive Director Utilities 0526.PUB Age Ida No _ AgendaIteq- ~ s G/ EXCERPT FROM PUBLIC UTILITIES BOARD MINUTES May 26, 1993 --~,I The following item was considered: 1 6. CONSIDER APPROVAL OF ENGINEERING SERVICES FOR CONTINUOUS EMISSIONS MONITORING SYSTEM. Harder presented this item. After extensive discussion, Laney made a motion to approve Item #6 as presented by staff. Second f by Coplen. All ayes, no nays, motion carried. pub excerpt 5/26/93 III i E!\W000S\0R0\SARGFYT.0 *a^.daMo.__~~.,;._v_/ Ar~Enddlftrr~...[EJS ~.2 ORDINANCE NO. AN ORDINANCE PROVIDING FOR THE EXPENDITURE OF FUNDS FOR PROFES- SIONAL ENGINEERING SERVICES TO DESIGN A CONTINUOUS EMISSIONS MONI- TORING SYSTEM FOR MEMBERS OF THE TEXAS MUNICIPAL POWER POOL: AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, Federal laws enacted in 1990 require the City of Denton to monitor stack emissions at the power plant for certain noxious gases; and I WHEREAS, Federal requlations require that the city install and operate a Continuous Emissions Monitoring System (GEMS) by January, 1995; and WHEREAS, the Texas Municipal Power Pool (TMPP), of which the City of Denton is a member, has voted to retain the firm of Sargent and Lundy to render professional services and prepare engineering specifications for CEMSs for gas-fired units within TMPP, to save money, as the cost will be pro-rated among TMPP members rased upon number of gas-fired units required to have CEMS monitoring; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY ORDAINS: SECTION I. That the City Manager is authorized to expend funds for the above referenced professional services to the engineering firm of Sargent and Lundy for Denton's share of engineering ser- vices for development of specifications for a Continuous Emissions Monitoring Systems of the Denton Power Plant in the amount of $13,224.00. SECTION iI That this ordinance shall become effective immed- iately upon its passage and approval. PASSED AND APPROVED this the day of , 1993. BOB CASTLEBERRY, MAYOR ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY BY: (.1, COUNCIL v 4p, • tOM~~ 9,3 •o A CITY of DENTON, TEXAS MUNICIPAL BUILDING / DENTON. TE_-'AS 76201 / TELEPHONE (817) 568-8307 Office of the City Managet MEMORANDUM r I TO: Lloyd V. Harrell, City Manager FROM: Rick Svehla, Deputy City Manager DATE: June 1, 1993 SUBJECT: Interlocal Cooperation Agreement between Denton County and the City of Denton for Paving of Mayhill Road Attached is an ICA from the County agreeing to give us $30,000 for Mayhili Road. You may recall that the Council considered this item at their March 16th meeting, and they asked us to get back with them if the County committed. We are recommending that we accept the money so that the work can be done this year. With this money, we will be able to repave all of Mayhill Road from University Drive to McKinney Street. We will be able to enhance the drainage facilities along the road with the exception of the bridge at Pecan Creek. Council may also recall that this bridge is included in the bridge replacement program of TXDOT for 1995. If you or the Council has any further questions, I would be happy to try and answer them for your. X//Q/ Ric Sveh a Deputy City Manager Rstbw AMM002CE Attachment E:\YW00CS\sE6VWYMIll.1ES ABMdaNo Agenda Ite~rt ~/E's RESOLUTION NO. _ I 1 A RESOLUTION AUTHORIZING THE MAYOR TO EXECUTE AN INTERLOCAL AGREEMENT WITH THE COUNTY OF DENTON FOR THE CONSTRUCTION OF IN- PROVEMENTS TO MAYHILL ROAD BETWEEN MCKINNEY STREET AND HIGHWAY 380; AND PROVIDING AN EFFECTIVE DATE. THE COUNCIL OF THE CITY OF DENTON HEREBY RESOLVES: I &ECTION.L. That the Mayor is hereby authorized to execute an agreement between the City of Denton and the County of Denton for the construction of improvements to Mayhill Road between McKinney Street and Highway 380, a copy of which is attached hereto and incorporated herein by reference. 8EC'P, ION II That this resolution shall become effective immed- iately upon its passage and approval. PASSED AND APPROVED this the day of 1993. BOB CASTLEBERRY, MAYOR ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY BY: a r -OndaNo Agendaltem._ THE STATE OF TEXAS * WORK TO BEf'VtRPHRMSfl--L~-/-A COUNTY OF DENTON DENTON COUNTY, TEXAS INTER CA COOPERATIO_ I/N~~i ACa>~MENT THIS AGREEMENT in made and entered into this.6tti day of may, 199 by and between ~I Denton county, political subdivision of the State of Texas, hereinafter referred to as the "COUNTY", and the -clTj U DENTON•, A political subdivision/entity located within Denton County, Texas, duly organized and authorized under the State of Texas, hereinafter referred to as "CITY". E I. For the purposes and consideration herein stated, the project is described as follows it. The "CITY" will provide labor and equipment and the _coutiTY" will provide materials, estimated at the cost of X30,0_ 00,00 ,•to be Pertormod under this agreement. (See Exhibit "A" incorporated by reference hereto.) Coot of materials will be paid by the "County" from current revenues of the County. The "CITY" is solely responsible for the design, specifications, and location of this project. This project Is tentatively scheiuled to begin _1993 III. ~ This agreement is not intended to extend the liability of the parties beyond that provided by law. Neither the -,"CITY' nor the -County" waives any immunity or defense that would otherwiae be available to it against claims by third parties. TV. This agreement may be terminated at any time, by either party giving sixty (60) days advance written notice to other party. I AgenOafiertL %'fI The undersigned officer and/or agent of the parties hereto are the proper"! authorized officials and have the necessary authority to execute this agreement on behalf of the parties hereto, and each party hereby certifies to the other that any necessary resolutions extending said authority have been'duly passed are now in full force and effect. EXECUTED In two (2) originals at Denton, Denton County, Texas on the day and year first written above. 1 "COUNTY" "CITY Or DENTON" Denton County 110 West ickory Denton, T u s 76201 b "I eYt aeley - T able Jeff No Judge 5-Jl-k3 cting on bebalf of, and by Acting on behalf of, and the authority of the i by the authority of the Commissioners Court of / Denton County, Texas APP OVED AS TO OfW, ?q: sYl 114 A Assistant D strict Attorney 7 r A06itdaNo L2- 0 9 Agendalt ,e -4 1111 Dale l - 93 S~7 EXHIBIT "A" ESTIMATED COSTS r PROJECT: 5600' OF REPAVING MATERIAL II I Cost to COUNTY OF DE•NTON for total materials: $30,000.00 Agreement with the City of Denton for the repaving of Mayhill Road from Hwy 380 to McKinney Street. ~J 1 I r y 288 A9enc+a~tem ~ # '~i CITY OF DENTON CITY COUNCIL MINUTES [ti March 16, 1993 „ The Council convened into the Work Session at 5:15 p.m. in the I Civil Defense Room. ; PRESENT: Mayor Castleberry; Mayor Pro Tem Hopkins; Council Members Chew, Perry, and Miller. ABSZNT: Council Members Brock and Smith 1. The Council convened into the Executive Session to discuss the following: A. Legal Matters 1. Considered action in Debbie S. Wright v. City _ot e to B. Real Estate 1. Considered acquisit"on of an option to purchase land near Foster Road. C. Personnel/Board Appointments 2. The Council received an update and held a discussion on the 191 Committee recommendations and gave staff direction. Rick Svehla, Deputy City Manager, stated that there were two issues which had been discussed with the 191 Coomittee in February. The first issue dealt with bonds which had been sold for culvert/bridge work on Mayhill Road at two locations and on Hobson Lane. The culvert work on Hobson wac complete as was the work on Mayhill south of McKinney. The City and the County had done a temporary solution for the culverts on the north end of Mayhill between Audra and Blagg Roads. There was approximately $30,000 saved on the Hobson project which could be used to repave Hobson from Santa Monica near the now bridge structure to Country Club Road. Maintenance money could be used to repave all of Hobson if Angelina Bend were held off until the next budget year. With the Mayhill project, there was approximately $50,000 remaining due to the City's and County's efforts in working with the Highway Department to replace the bridge. Staff was suggesting using that $50,000 to repave a portion of Mayhill. The City had requested that the , County assist with the paving of a portion of Mayhill which was a joint City/County road. By using the bond money plus the County's contribution, the City would be able to repave Mayhill from McKinney north to University. Council Member Chew indicated that he had a concern with paving the joint portion of the road without the County commitment to assist with the funding. i Agead3 No 8 9 City of Denton city council minutes March 16, 1993 Page 2 Mayor Pro Tem Hopkins suggested that the City might be able to get a schedule from the County when they would be able to help with the paving. City Manager Harrell stated that most of the traffic on Mayhill was out-of-city traffic. Svehla stated that it might be the case that the county would agree to pave a portion of the road next year rather than having to do up-front funding. Mayor Pro Tem Hopkins suggested repaving all of Hobson at one time rather than in sections. I Consensus of the council was to proceed with the Hobson project and wait with !Mayhill until the County was able to commit to the project. i Svehla stated that the second item dealt with the list of federal and state funding projects. The City had approximately $28 million worth of work which would be schedrled during the next nine years. There was a minimal amount of cost associated with the projects which the city would have to pay. Staff was suggesting using a small portion of the highway.bond funds since it appeared that none of those bonds would be required. Approximately $300,000 would have to be used for the congestion mitigation. Those projects would begin this year. The extra bond money could be used for the first year projects as the City would be reimbursed from the State for some of the projects. miCitlyionManlager Harrell in the street bond issue which had that there was approximatel $2-3 used at this time. Svehla indicated that any expenditures would be presented to Council for final approval. Consensus of the Council was to proceed with the concept of using the $300,000 from the street bond funds for the projects and using approximately $29,000 for the first year expenditures. 3. The council received a report and held a discussion regarding Municipal Court of Record legislation and a proposed resolution directing the City Manager to subait a draft of this legislation to Representative Jim Horn regarding this ratter to be introduced in the regular legislative session and gave staff direction. ?,A i}i} • 1 ♦ Y ~l r.: _ , ,t ff ~ 1 ~N M L1 F r' ~1 a I aoenea~o ..L.3 Aawa t ` f ante CITY COUNCIL REPORT FORMAT TO: Mayor and Members of the City Council FROM: Lloyd V. Harrell, City Manager r ' SUBJECT: DIVERSION TASK FORCE RESOLUTION Raoommendation: Staff recommends approving the attached Diversion Task Force resolution. SUMMARY: The attached Diversion Task Force resolution is based on the directions the city Council had given staff during previous work session discussions. In addition to establishing a Diversion Task Force, the resolution also outlines the charge for the task force and lays the ground work for the selection of the task force members. The proposed listing of organizations which members could be selected from was expanded during your May 11, 1993 meeting. The additions to the list were the National Association for the Advancement of Colored People, League of United Latin American Citizens, the Denton County Juvenile Probation Department, Denton County Bar Association and Concerned Parents organization. PROGRAMS. DEPARTMENTS. OR GROUPS AFFECTED: The Municipal Judge, Legal Department, Police Department, and the Municipal Court Clerks Office will be affected by the establishment of the Diversion Task Force. These areas will be involved in the Task Force evaluation and can be impacted by its recommendations. FISCAL IMPACT: None RESPECTFULLY SUBMITTED, n L oyd V. Aarre 1, City Manager Prepared by: i Harla L. Jeff Director of asury operations AFFOO025 E:1WPD0C5IPESWVEM.RES 'VpdaNo (kite RESOLUTION NO. A RESOLUTION CREATING THE JUVENILE DIVERSION TASK FORCE TO FORMU- LATE AND PROVIDE RECOMMENDATIONS TO THE CITY COUNC:L RELATING TO THE NEED OF A DIVERSION PROGRAM TO ASSIST IN THE REHABILITATION OF JUVENILE OFFENDERS; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City of Denton has assumed jurisdiction over juv- enile offenders committing certain offenses; and WHEREAS, the City Council of the City of Denton desires to ex- plore options in order to develop a juvenile justice program con- taining a variety of alternative methods designed to provide ef- fective rehabilitative enforcement and judicial tools for juvenile offenders; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON HEREBY RESOLVES: SECTION I. That the City council hereby establishes a Juven- ile Diversion Task Force. SECTION Il. (a) That the Juvenile Diversion Task Force shall review and evaluate the necessity of establishing a Diversion ram Council whichhshallyIncludetanreand to submit commendations aofewhether the City l shall pursue the establishment of this type of program. f (b) In the event the Task Force recommends the establishment of a diversion program, the Task Force shall provide recommend- ations to the City 17ouncil regarding the following matters: (1) The goals of the Diversion Program; (2) The format of the Diversion Program; J (3) A pililic relations strategy; (4) The anticipated financial impact; and (5) An implementation schedule. SECTION III. That the Juvenile Diversion Task Force shall be composed of sixteen persons to be selected by the City Council from the following groups and organizations: 1 representative selected from the membership of the Denton Independent School District Parent/Teacher Assoc- iation; I 1 representative selected from the membership of the Denton Chamber of Commerce; 1 representative selected from the membership of a local civic group, club, or organization; J 1 J -i•~ Gate r- 1 representative selected from staffinembers of Denton County; 1 representative selected from staffinembers of the Denton Independent School District; 1 representative selected to serve shall be the Municipal Court Judge; 1 representative selected from staffinembers of the Finance Department; r 1 representative selected from staffinembers of the office of I~ the City Attorney; I 1 representative selected from staffinembers of the Denton Police Department; 1 representative selected from the membership of a community- based organization; 1 representative selected from the membership of the National Association for the Advancement of Colored People; 1 representative selected from the membership of the League of United Latin American Citizens; 1 representative selected from staffinembers of the Denton County Juvenile Probation Department; 1 representative selected from the membership of the Denton County Bar Association; 1 representative selected from the membership of Concerned Parents organization; and 1 representative selected from the Denton Independent School District student body. SECTION tyL That the City Council shall designate the Chair- person of this Task Force. SECTION V. That in the event any of these listed organiza- tions express a desire to not participate in this Task Force, the City Council may select representatives of other organizations to serve on this Task Force. SECTION VI. That this resolution shall be effective immed- iately upon its passage and approval. PAGE 2 llem Agenda PASSED AND APPROVED this the day of , 1993. BOB CASTLEBERRY, MAYOR ATTEST: JENNIFER WALTERS, CITY SECRETARY BY: APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY BY: C PAGE 3 :i~~..~.♦ JitIH~Rw••• til iJt~~!}.Ll. t!f: •=1111 its•~ JJ l_ .1• r ~ F rn Yr JE- YR ~ Y rtrtxrr~- ,1.w YY'L Y'~•~ . . CifYYTCCT•' - . r i'iTlTr i 1.-4 IJ[T•-~..~ f f*f 4 H i 0 G O a $ tx 1 CITY COUNCIL, REPORT FORMAT I ~ 01 0u10.._.~u.. I TO: Mayor and Members of the City Council &Xft.✓. FROM: Lloyd V. Harrell, City Manager SUBJECT: Consider approval of a resolution authorizing the City Manager to execute an agreement with the Texas water Commission for a grant to fund a household used oil collection program. RECOMMENDATION: The Solid waste Division staff recommends approval. SUMMARY: The program will involve locating self-contained used oil collection containers at the five out lying fire stations. Purchase of the containers, promotions, a temporary intern position (990 hours) and vendor collection services are provided for. BACKGROUND: The goal of the program is to reuse/recycle used motor oil from do-it-yourselfers and, thereby , divert the used oil from potential contamination of the environment. PROGRAMS, DEPARTMENTS, OR GROUPS AFFECTED: Solid waste Division/Fire Department/DO-it-Yourselfers. FISCAL IMPACT: The grant proposal request is for $20,579.31 and no matching funds would be needed. RESPECTFULLY SUBMITTED: Lloyd V. Harrell, City Manager Prepared by: Bil Angelo Director of Community Services Approved by: i' . E. Nelso~r~ Executive Director, Utilities Administration E$\WPDOCS\WORX\TXWTRCOM.D ~!`S+ ApendaHo Agenda ltem Ile- RESOLUTION NO. A RESOLUTION AUTHORIZING THE CITY MANAGER TO SUBMIT AN APPLICATION TO THE TEXAS WATER COMMISSION FOR A GRANT TO FUND A HOUSEHOLD USED OIL COLLECTION PROGRAM AND EXECUTE ANY REQUIRED AGREEMENT CONCERN- ING THE GRANT; PROVIDING FOR CERTAIN ASSURANCES RELATED TO THE GRANT; AND PROVIDING FOR AN EFFECTIVE DATE. WHEREAS, the City Manager recommends that the City of Denton apply to the Texas Water Commission to receive a grant to fund a household use oil collection program, specifically to fund a part time employee and supplies for use in the program; and WHEREAS, the City acknowledges that should it receive these grant funds, it will comply with the reporting requirements of this I'f financial assistance program and the fiscal reimbursement and reporting requirements of the Texas Water Commission and the State ! of Texas; and WHEREAS, the funds allocated to the City of Denton through this grant will be used only for the purposes for which they are provided; and WHEREAS, the proposed project is in compliance with and sup- ports the adopted Texas Water Commission regional solid waste management plan; NOW, THEREFORE, i THE COUNCIL OF THE CITY OF DENTON HEREBY RESOLVES: SECTION I. That the City Council hereby authorizes the city Manager to submit a grant application for financial assistance frum the Texas Water Commission to fund a household used oil collection program (the proposed project). The City Manager is authorized to execute any agreements necessary to participate in this grant. SECTION II, The City Council certifies the following: 1. The City will comply with the provisions of the financial assistance program and the fiscal reimbursement and reporting requirements of the Texas Water Commission and the State of Texas; 2. The funds granted to the City pursuant to this program will be used only for the purposes for which they are being provided; and 3. The proposed project is in compliance with and supports '.he adopted Texas Water Commission regional solid waste management plan. Page 1 ApendaNo Awdaltem ~C We SECTION III. That this resolution shall take effect imme- diately from and after its passage. i PASSED AND APPROVED this the day of , 1993. i BOB CASTLEBERRY, MAYOR ATTEST: JENNIFER WALTERS, CITY SECRETARY BY. APPROVED AS TO LEGAL FORM: DEBRA A. DRAYOVITCH, CITY ATTORNEY BY: Page 2 { AoonlaNo AgaadaEtem_~~'~ ~C.__ l}~ter ~ .~3 GRANT APPLICATION FORM i To*" Weew Commwiw MunkiW Soil Waft DMWon P.O. Box 13087 Auatln, Twws 78711.3087 (512) 908-6695 f 10122x92 Ai ae daltem INSTRUCTIONS c;~_ 1. Funding Agency Information r a. This is the name of the agency to which the applicatioen is made, i.e. the "Texas Water Commission%. For th Purpose of this application and any grants made, the b Texas is the C name sofa the t organs ationalenunit of the funding agency which will receive and process the application, i.e. the "Municipal Solid Waste Division c-f. This is the mailing address of the organizational unit of the funding agency to which the application is made, i.e. "P.O. Box 13087, Austin, Texas 78711.30874. g. This is the State agency identification number of the ag Texas Water ency to which the application is made, i.e., for the Commission, *5820. Leave this blank The application identification number will be assigned by the funding agency. i. This is the telephone number of the organizational unit { of the funding agency to which the application is made. j. This is the telephone number of the facsimile machine for the organizational unit of the funding agency to which the application is made. k-n. Leave blank. This information will be completed by the funding agency. 2. Applicant/Recipient Information i a. Enter the name of the agency or entity for which this application is being completed. b. E is actually nter the name of the organizational unit or entity which recognized subunit pprof theiapplicant tagency or ientity. Otherwise, leave this blank. c-f. Enter the mailing address for the applicant agency or entity. g. Circle the appropriate box to indicate the type of agency or entity for which this application is being prepared. If the other option is selected, enter a description of the type of entity making application. Select from among the following items: (1) State Agency (S) Educational Institution (2) County (6) Regional Planning Agency (3) City (7) Special District or (4) Other Authority h. Enter the Federal Employer Identification Number of the applicant agency or entity. i. Enter the telephone number for the facsimile machine of the applicant agency or entity. j. Enter the fourteen-digit State of Texas Vendor Identification Number assigned by the Comptroller of Public Accounts to the applicant agency or entity. INSTRUCTIONS (Continued) k-1. Enter the name and telephone number of~ 'the- cfiief administrative official of the applicant agency r entity. 1 4 m-n. Enter the name and telephone number of the Financel er of the alsocbe the chi f administrative official ) (This may o-p. Enter the name and telephone number of the Project Officer of the applicant agency or entity. The Project Officer is the individual who is assigned by the applicant to be the primary contact or person having primary responsibility for the grant project. 3. Grant/Project*Information, a. Enter the name or type of grant for which application is being made,i.e. ■waste oil collection", "recycling", etc. T-ais will normally be secured from a formal proposal published by the funding agency. j b. On lines (1) through (4), show the dollar value of the grant contribution being pledged or sought. rf applicant match or contribution is Gin kinds, then the value of the in kind contribution' should be shown and/or included i with any cash contribution. Online (5), total the dollar value of all contributed or C. List or describe the geographical areaatosbedenamounts. compassed or impacted by the proposed grant project. it multiple counties are affected, then name the counties; if an entire planning reg~on is affected, then name the i planning region, etc.. d. Check the appropriate lyes■ or "no' squares to indicate whether or not the proposed project is within a.- area subject to a regional or local solid waste management plan i►hich is- in effect and has been adopted by the appropriate regional or local planning agency and by the Texas Water Commission. e. Rater the estimate of population served or benefitting from the proposed grant project. f. Rater the month, day, and year at which time the grant project is expected to begin. Use two-digit symbols for each unit; example, 104/15/931, g. Enter the number of months proposed to be covered by the grant project funding in this application. 4. Csrtification Y a•e. After any necessary authozization by the governing body entity ihne been secu ed ~theypeof the alicant reon author zed to act yfor t certi he applicant agency or entity shall sign the signing, then date ethe tapplicatione was title siged h and person telephone number of the individual signing. INSTRUCTIONS (Continued) f g. Expenses for construction or for final design or workidg c drawings are not eligible for reimbursement under some grants. Confirm tho eligibility of construction expenses from applicable grant guidance or from the proper funding agency grant coordiniror, prior to including any c For onstruction or final design expe:zes in an application. constructioprojects ineligbl to (1) through (3), enter n the gtotal dollar amount of construction costs to be secured from each soue of dollar amoupntgof allnconstruction costs to enter be paid from grant program funds. Notsi Any construction to be completed by a contractor should be included in the "contractual" budget category (line S. E.), not .n this "construction" budget category. Also, any supplies or equipment purchased for a construction project should be included in this "construction" budget category, not on lines S. d. or 5. e. Note: h. The "Other" category pertains to items or expenses that are direct expenses which are not included in personnel, fringe benefits, travel, supplies, equipment, contractual, or construction, and which are rot "indirect" expenses. Some examples include: printing costs, postage, telephone expenses, laboratory charges, equipment maintenance and repair, etc. In columns (1) through (3), enter the total dollar amount of all direct e which xpenses not already included. in a prior budget category to be pa from mm (4), enter ctheototal o dollar tvalue rof all "other" direct expenses to be paid from grant program funds. Hotel State grant funds must not be used for "entertainment" purposes, including but not limited to food and drink. This does not apply to normal per diem I. expenses caby staff tegories on while lines approve"- h. for columns (1) through (4). J. Indirect charges include any overhead or management costs which are not totaled These costs included may include a direct portion of salaries and overhead for on•staff support personnel such as administration, general counsel, budget or f13cal management, internal audit, data processing, etc. The indirect cost rate utilized must be currently approved or have "provisional" approval by the Texas Water Commission. Otherwise, use the standard "Indirect Cost Computation Table" found in the "Uniform Grant and Contract Management Standards" manual published by the Governors Office of Budget and Planning. k. Total lines I. and J. for columns (1) through (4). 1. Enter the fringe benefit rate, as a percent of the salaries. i i VendaNo INSTRUCTIONS (Continued) agenddltettL_,~~ tilt. M. Check the appropriate square on line, m.(1) or m.(2),4EO indicate whether your indirect charge rate is a standard rate from the Indirect Cost Computation Table or is a special rate. if the applicant has a special rate, check the appropriate square on line m.(2)(a)0 M.(2)(b), or m.(2)(c), to indicate whether the special rate is currently approved, is provisionally approved for the grant period, or whether a proposed rate is in the process of being considered for approval by the appropriate federal cognizant agency or by the Texas Water Cocuission. In any case, indicate what agency is involved. in rate approval. If the applicant has a special rate, under. line m.(2){d), briefly describe how your rate is calculated, i.e. is it a percent of salaries, a percent of all direct charges, etc. If the i ucblankobelow 1 in have (2}pecial rate, they leave all I i 'L i MAS LA1f4 C3p+116loe +RlMICIPAt SOLID uAfir DtVINOe fp ?6"lry Agency rnrortitlm CAA,r Alpt~fSQ t. Stat0 AgenoY/Iunding party Texas Water Commission 1• Agercy 1.0, 5 8 2 b. Stara Agency Organlaatfon Unlt Munici pal Solid Laste Division h' ADpllution I.P. Rutter 11 c, strut/P. o. ao, I, telephone (512) P. 0, Box 13087 90W693 J, FAX d. City k. Data Iec@IV*d e, State 1. Date Aulp+ad Austin, f' Zip a, Contact Porwn Texas 78711-3087 n. tetephona Applicant/eoclAlant Information e• Applfcanr/RecefYing party City of Denton, Texas h. resaru raploY•r 7 5 6 0 0 0 5 1 4 b• Applleant Orgeni,ltlon Unit C . f.0. I, FAX Dept,, Solid Waste Divissioonty Services 817-383-7334 c• street/►,o. lo, j• State of to"M Vw*r J.D. 901 Texas street 1 7 5 6 0 0 0 5 1 4 6 0 0 0 d• city Denton 1 Itsti f• zip Denton, Texas 76201 k• AO■inflrra!or Bill An l• rNMorr 1• TMO tat e! Appl}canrnaelplant Belo 11 hat 817-566-8420 (e Agency 0, Finance Officer 1I1 tarty is) [dueat}onel rn,tltutlon n. hlrpno,.y 17J city (6) Regional #(Wing Asancy Bill Angelo 14J Other t7) Spec}al Dlstrlct or 817-566-8420 Authority e, Project Officer Grano/project Inform clan Bill Angelo P. relephone 817-566-8420 e. Cant rype/ title Used-011 Collection Grant e• Arq of Project Iffout b. Propofad Fundlrq City of Denton, Texas (1) federal d. Pr•Ja,t t~Jae (2) twee 0 e to 5_ ')'~-'x•.,,,,.00 Adopted Dl an f11 Rpionan V yet 0 No (1) Applicant I21 tocalt 1J pet (A) Other CC Istlmetod I ❑ se °pulerlan lenefleting; I!) MIAL 70,000 s 31,7----71900 f. Pf"Od project sure Dater 07112 / 93 t. Grtlfleetfon 1. proposed Prejat Durations 12 eanene t to the best of any knurled I and Dallaf, All data in this a outhunted by the gdrarnf application are true lore and regulations If of the a allcent ens the s a PO l end correct. N the uslstance It trerded. eant rfIt tcaply rfth the attached ss~lncuaarbspplluble a. typed Remo of Author})y gapraeenuelrl Hill Angelo C. denature of AuthdrleM b• rftie Dir, of Community AIprllantltf ve $VCa. d• 0e11 Sfgned a. retephona T _ 19. AgvnNo I AU?^da tdff~, _ , :a _ `r INSTRUCTIONS (Continued) y +V 5. Fiscal Budget Information a. In columns (1) through (3), enter the dollar amount of salaries to be paid from each source of grant program i funds. In column (4), enter the total dollar amount of all salaries to be paid from grant program funds. b. In columns (1) through (3), enter the amount of the fringe benefits to be paid from each source of grant program funds. In column (4), enter the total fringe benefits to be paid from grant funds; include applicable PICA, health insurance, retirement, workmen's compensation, and unemployment compensation. C. In columns (11 through (3), enter the total dollar amount of all travel expenses to be paid from each source of grant program funds, In column (4), enter the total I travel expenses to be paid from grant program funds.- " d. In columns (1) through (3), enter the total dollar amount for purchase of supplies to be secured from each source E of grant program funds. In colt= (4), enter the total i I dollar amount of all supplies to be purchased from grant f f program funds. Supplies are items that generally have a useful life of lean than one year and have a unit cost of less than $500. Items that do not qualify as "equipment" should be considered as 'supplies". In item Q. of this ' application, you are required to give supplementary information about the supplies you intend to purchase with grant funds. Natal Supplies to be used" for eligible construction activities should be included in the 'contractualo budget category (line 5. f.) if the construction is to be performed by a contractor, or in the Oconstructiono budget category (line S. g.) if the applicant's own crew is to perform the construction. e. In columns (1) through (3), enter the total dollar amount i for purchase of equipment to be secured from each source of grant program funds. In column (4), enter the total dollar amount of all equipment to be paid from grant program funds. Equipment includes items which have a useful life of one year or more and have i unit cost of required to give sulem9. of this enta y information application, the e pp equipment you intend to purchase with grant funds. f. If a contractor is to be used for all or part of the grant project, in columns 11) through (3), enter the total-dollar amount of all payments expected to be made i for contractual work from each source of grant program funds. In column (4), enter the total payments expected to be made to a contractor(s) from grant program funds. (Suppleme-Atary information about contractors is requested in iitem 10.) hotel Equipment purchased by the applicant to be used for eligible construction activities should be shown in the "construction" budget category (line S. g.), not in this "contractual" budget category. S. fiscal 11~~ Wlat lnforarllon A endalterrz,_...rS_~ lource 01 fvnde rlh 8 J laTget Categories 111 state lcltd (2) Applicant (3) All War Waste grant oui in•Alyd fundlry Funds Contributions murces a. per$onnl/falar(es ! 1,476.00 1 5,639.82 ! -0- ! 7,115.82 b. rrlrpe ismoms 116.31 350.40 -0. 666.71 e. Trawl -0- -0 -0- -0- d. supplies Ilea then mo) 850.00 150.00 -0- 1,000.00 a. 141WIP nt (1500 and ever) 91995.00 -0- -0^ 9,995.00 Contractual 61,142.00 A6,000.00 -0- 12,142.00 Conatruetlon -0- -0- h. Other 2000.00 '0- -0- 2,000.00 I. Total offset tear!" ! ! MMMEMENEWMEN~ Mom s thru h) 20, 579.31, 121,140.22 ! -0. ! 32,719.53 1. (Adfroct Chu!" ti. TaTAII uvA t and 1) ! ! ! ! 1. Frlr.ge leneflt Rate 7.88 percent (hinge letefie Rate as a percent of Persorvrl/saUrtaal M. Indirect Charge Rate (I) U Itardard Rate (ran Indirect call commutation table) (2) 0 Special Rata puunt (a) (1 Currently Approved Aporcval Agency (b) U Provisional AWOVSL Approval Agency (e) (1 Approval Appiled for Approval Agency (d) frlefly eaplatn how tha special rata to ealeutated. 1 Ager +alleat___,!; iN"RUCfIONS (Continued) 6• Use lines a, through r. in the Position Title co let~r'~ each position proppo~~ed to be utilized for the grantlumn cc project, ,,on it some po®ition titles are duplicated pro through r . For lines t, following complete columns (1) through instructions: (4) according to the ill Show each positiones actual or proposed monthly salary, (2) Show the percent of time per month the individual filling the position is expected to work on the grant project. (3) Show the number of separate months the individual filing the position will be working on the grant project, regardless of whether the work is full-time, (4) Show the - total salary cost expected to be charged to the grant program for each individual's work, for the total grant period, (5) Show the worker years or portion of a worker year. each individual is expected to devote to the grant program for the grant period. Use the decimal equivalent Los if the individual will work-three of a year'- -fourths of a year on the grant project, then enter 0.7S in column (5), Assume that one work year is 21080 hours based on a 40. hour week and 52 weeks per year] also assume that one month is the decimal equivalent of 0.08333 worker Year.. (F'TB means •full-time equivalentp,) On line e., column (4), show the total salaries expected to bs charged to the grant program for the total grant period, by calculating the sum of lines a. through r, in,column (4).._04. . line 9-v column (5), show the total worker years (full-time I~ equivalents) expected to be devoted to the grant program for the grant period, by calculating the sum of lines a. through r, in column (S). I i I , ~ten~aNo 6, /ersorvxl lodger information ' 1 0) 121 Position lltte (17 (5) (S1 Monthly Percent Muller total Yorker Wary time Per of months Salary Years Month In Project Contributed (111's) a. Adm _ s 7 ~ fL►QL o_1 is -1 D, i Recvolina C. =77 i R% Z a. - e Superintendent a r. o• n, It, L n. 1 o. ' P Qr, e TVAt. s 7115.82 ' o za (Duplicate this form if Meessary In order to Ilat all emptoyu satary/time COmblNtlonsf The time these individuals spend on the project represents an in-kind contribution by the City of Denton. AyendaNa Agenda Root, ['Hte r/ ~ 7. Personnel Information (supplement to items 5,a. and 6.) Describe all staff of the applicant who will be working on the grant project. Utilize an organization chart and brief job description for each position, and indicate whether each position is part-time or full-time. Add pages as necessary, as attachments to this page. The main staff member for this project will be an Administrative Intern who will serve as the Project Coordinator. This part-time intern will be supervised by the Recycling Coordinator. The Recycling Coordinator's f ° position is currently open, but the City of Denton expects to hire some- one to fill this position prior to the end of this year. Until that time, the Superintendent of Solid Wastes will oversee the supervision of the project. The Public Information Coordinator will act as a consultant to the Intern for newspaper articles and advertisements and radio and T.V. announcements about the importance of correctly disposing of used oil and the availabil- ity and location of the sites within the city where collection containers can be found. The Environmental Services Coordinator will be used on an "as needed" basis for any problems that concern contamination of the used oil within the collection containers, h See the attachment for a short fob description and resume of these "key" individuals. I I i I I ependaNo #7,- Resumes of Key Individuals Agmdaltefg_ The City of Denton Solid Waste Division is a subdivision of the City of Denton utility F Department which includes the electric utility as well as m=icipal laboratory. This relationship enables us to take advantage of a variety of human resources who have special expertise related to the project. The time these individuals spend on the 1 project represents a donation to the project, the only paid staff member will be the { project coordinator proposed on a part-time basis for the duration of the one-year project. A brief resume of four key individuals who will be involved in the project is as follows: PROJECT COORDINATOR-Marcia Hackett, Administrative Intern, City of Denton Currently working for the City on a part time basis in the Solid Waste Division. Coordinator for the used oil collection project that is currently under construction. Developing public awareness and educational materials for Household Hazardous wastes, Bachelor of Science in Community Health, Mankato State University, 1976. University of North Texas, Master of Science in Environmental Sciences, 9/92-Present (3.7 GPA). Research assistant at UNT working on wetland ecology project at Lake Ray Roberes. Charles S. Watkins, AICP, Superintendent of Solid Waste Division, City of Denton, Texas Seven years experience with responsibility for overall supervision and management of Solid Waste Division consisting of Residential, Commercial and Disposal units with a total of 46 employees. Prepares and administers annual budget and administered majority of Landfill Development Bond fund, Responsible for hiring, performan-e appraisals, training, counseling, and disciplinary action upon recommendation of subordinate supervisors. Coordination of division activities and operations for compliance with state, federal, and local requirements. Directs and conducts feasibility, operational, and other studies and projects. Bachelor of General Studies, University of Nebraska at Omaha, July 1972; Master of City Planning, Texas Southern University, Houston, Texas, May 1979. Member: American Institute of Certified Planners; Charter Member of American Planning Association; Solid;daste.Association of North America. Jim Coulter, Environmental Services Coordinator, City of Denton, Texas Responsibilities include managing and directing programs and activities of the Municipal Laboratory; administering the City's Pollution Abatement Program, Indus- trial Pretreatment Program, and Regional Watershed Environmental Management Program; represents the City before state and federal entities, such as the State Health Department, Environmental Protection Agency, and Texas Water Commission regarding environmental issues. Currently manages a division of 13 employees. BA degree in Biology with a minor in Chemistry, North Texas University, 1973-1977; earned NIS degree in Aquatic Ecology, 1977-1981; currently working on doctorate at ' University of North Texas, 1W3/071492068/6 i I agenda No V2 AgandalterrL_/' 'j~ Richard Foster, Public Information Coordinator, City of Denton, TeAge `V w L' Lion Supervises small professional staff. Provides utility-related public info lion programs, energy, water, and solid waste conservation programs; and electric load management programs. These include public service advertising in local media, news releases, articles, newsletters, brochures, bill-stuffers, public presentations, energy audits, appliance rebates, Tree Power program and monitoring energy consump- tion of City and School District facilities. Bachelor of Arts, Philosophy, Southern Methodist University, Dallas, Texas, May 1970; Master of Science, Coim=ication Studies, University of North Texas, May 1992. Member. American Public Power Association; American Solar Energy Association; Associate member of Home and Apartment Builders Association and Association of Energy Engineers; City of Denton Tree Board. The following is a job description for the recycling coordinator position: 1W3/07149206e/7 TITLE: CITY OF DEN'PON Ne._(` ~`-L--- RECYCLING COORDINATOR DATE: 05/25/93 DEPARTMENT: COMMUNITY SERVICES TITLE CD: RECY l DIVISION: SOLID WASTE TTL GRP: PROFS FLEA DESIGNATION: EXEMPT GRADE CDt PRO7 REPORTS TO: SOLID WASTE SUPERINTENDENT JOPP~r or Promotes public awareness of, interest in, and Includes environmental and public participation programs pro minimizat on motinq and implementing recycling and other waste program. programs as part of the City of Denton recycling ESSENTIAL JOB FUNCTIONSt 0 Provides promotion and public education by speaking to other councileandlothercrelatndvorganizationsuonhvarious schools, city waste minimization, o Prepares and presents special reports to the City Council. o Develops and composes various publications to include brochures, mail outs, and newspaper articles, o Participates in the production of various Public Service Announcements in video format, o Prepares and submits weekly progress report to supervisor. o Acts as coordinator for citizen groups involved in recycling and other waste minimization programs. o Manages Cityls in-house recycling program and recycled product procurement program. 0 Researches and develops various waste reduction plans for city wide implementation. 0 Keeps abreast of current recycling and solid waste legislation, o Stays abreast a; developments in waste reduction field. o Interacts with private industry, other local government agencies and local colleges and universities. EQUIPMENTt o Operates computer, typewriter, calculator, copy machine, etc. OTHER IMPORTANT DUTIES: 0 Provides administrative support to Division manager as needed. Ag0de No Agenda Item,,LL: TITLE: CITY OF DENTON DATEt 05/25/93 % ~Y•~~' RECYCLING COORDINATOR TITLE CDs RECY l' DEPARTMENT: COMMUNITY SERVICES TTL GRPt PROFS DIVISION, SOLID WASTE GRADE CDr PR07 FLEA DESIGNATIONS EXEMPT 1 REPORTS TO, SOLID WASTE SUPERINTENDENT I JOB SUMMARY, Promotes public awareness of, interest in, and support for environmental and public participation programs. Includes promoting and implementing recycling and other waste minimization programs as part of the City of Denton recycling program. ESSENTIAL JOB FUNCTIONSt o Provides promotion and public education by speaking to other governmental agencies, civic groups, churches, schools, city council and other related organizations on various topics of waste minimization. o Prepares and presents special reports to the City Council. 0 Develops and composes various publications to include brochures, mail outs, and newspaper articles. 0 Participates in the production of various Public Service Announcements in video format. 0 Prepares and submits weekly progress report to supervisor. o Acts as coordinator for citizen groups involved in recycling and other waste minimization programs. 0 Manages City,s in-house recycling program and recycled product procurement program. 0 Researches and develops various waste reduction plans for city wide implementation. 0 Keeps abreast of current recycling and solid waste legislation. 0 Stays abreast of developments in waste reduction field. 0 Interacts with private industry, other local government agencies and local colleges and universities. EQUIPMENTt 0 Operates computer, typewriter, calculator, copy machine, etc. OTHER IMPORTANT DUTIES: 0 Provides administrative support to Division Manager as needed, ~endaNo ~l~e ti,<f 1, ~~endal~ertt__~~ f o Assists in the development of justification of budgetary,,," l0 ouLlays for the City's programs under the City of Denton Recycling Program and works with private industry to solicit contributions in support of programs. o works with other city and regional governments and agencies in joint efforts on recycling programs and other waste minimization programs. o works with private industry to build cooperative programs. o Performs other functions as assigned. i KNOWLEDGE/TRAINING/EXPERIENCE/SRILLSt o Knowledgeable in the principles and practices of comprehensive recycling programs as they relate to solid waste management. o Knowledgeable in Federal, State, and Local laws pertaining to solid waste reduction and recycling. 0 Knowledgeable in current trends in waste reduction programs of all types. o Deals tactfully and professionally with the public and employees, o Skilled in public speaking and in producing written communications. o Maintains accurate records and prepare management reports. o Two years of experience in recycling programs including public relations work and administrative duties, preferably in a public sector organization. REQUIRED EDUCATION DEGREES, CERTIFICATES, AND/OR LICENSESt o Bachelors degree in Business or Public Administration or related field. CONDITIONS OF EMPLOYMENTt o PossesSa valid class C drivers license 0 Must pasta pre-employment drug screening I enda!!o ~.1 ' r.: ACendalfenLel(=': ) 8. Supplies Information (supplement to item S.d.) iI 30 The amount on the Fiscal Budget requested for supplies is: " $ 850.00 , i For any supplies that have a unit cost of at least $100 but less than $500, describe the types and numbers of items intend to purchase with grant funds. You i-~ None of the supplies needed for this project have a unit cost of $100 or more. I i I i Agmda%_ z' 9. Equipment Information (supplement to item The amount on the Fiscal Budget requested for equipment is: l/ $_goos nn Itemize, describe, and justify all equipment. Add pages as necessary, by attachments to this page. When itemizing equipment, separate into the following categories as applicable: a. Computer Hardware d. Vehicles b• Computer Software C. Furniture e• Other We plan to purchase five Fibrex Used Oil Containers from Fibrex Containers Company- State of Texas Vendor I.D. Number 154-151-8086-6000. uanit Description Unit Price Total 3 Profile 465 Containers $1995.00 5985.00 2 Profile 275 Containers 1695.00 3390.00 Shipping and handling Cost 620.00 $9995.00 See attachments for detailed descriptions, price quote and picture. i FIBREX FAX TRANSMITTAL SHEET 'fir' ApertdaNa PAX 140: 817-383-imVIt TO : CITY OF DENTON, TX FROH: FIPREX Inc. 3724 Conk Boulevard ATTN : MS. HAF;SHA HACYFTT Chesapeake, VA 23323 Tall Free 1-800-346-4458 DATE : 0.1/29/93 Phone 1804) 487-5744 Ftix (804497-5876 FROM Doh Brom SENUINO: 5, PACES, INCLUDING COVER SM&RT 1 IF YOU ARE NOT MECEIVING THIS TRANSMITTAL PROPERLY, OR IF NOT CLt:AR, PLEASE CALL Y)HREX ;804) 487-5744. ?least find attAchrd a prict quotmUoi, fo: our 27r, ciallon And 465 gallon PXOPILE USED-01L rtr•ycl ins! contoir,r: s. The PROFUF UNed Oil colitniner id; An excellent way to - collect used oil from MY oil cha:,9crz4. This can bt datie It, % safe, easy, w21vilaD:nc;ntr,)1y shfa way f'OCallstr of the 119Vt1 OS) eot,teiner'a shacia) dvi.+iyu failure-!. marl heavy duty t-onstrurtiun. If you should )INVL. any yuVS lit+uho c,! rfrjuire further ` it orme or, ploasc conthet mr r,t 1-800-346-4458. 01'. -oo it Sal e. Met ,sy .r BB/Sr Enclosures 'h I _ I FIBREX F1BM RFCYCI.7NC CONTAINERS ✓ c' ApertdaNo QUOTATION Agenda IWL--6LL-L'~ Ma: cl90, 1957 Rite G Quotation submitted to: City bl Dcntol., % Xas Atle:~tirrn: No. It assf.a Hackrtl DESCRIPTION CODE COIIOk QUANTITY UNIT PRICE TOTAL USED OIL CONTAINER 275ga1 utitc OS 1,695.OD $ B,47f~,00 SHIPPING 6 HANDLINO COST $ F20,00 TOTAL $ 91095.00 . a/aa/ettt u USED OIL CONTAINi.R......... 465gs) VII ilr 05 S 11995.00 S 91975.00 SHIPPINO 6 HANDLING COST S 620.0 TOTAL S 10,595.00 RtCia atiy♦L, DELIVERY TEXMS : f.O.H. C.IF~epaak~, VA DELIVERY TINE 30-45 days PAYMENT ?CAMS net 30 days FIBREX INC - 3724 CQOk b1.VD - CNFSAPBAXE VA 2)323 I.800.j46.4458 USED Oil_ RECYCLING FIB REX USED OIL FIECYCLING _ USED OIL Fir-c- ING I RECYCLE user a1 Wxe r j .F 5 FIBREX, fPdC • 3i74 C'ogk Elr~1 r,v Ir~1 • ,hr,;;q,E,nk,r~, `Jir~~uii i •';;,a,~,~ . f~luunr -P•I~O ~ 15 14r;~3 i 14 PROFILE 275 & PROFILE 465 [)Arc 10 Ile .r USED OIL CONTAINER INTRODUCTION: The PROFILE USED•O!L Container is an excellent way to collect used oil from the public. This can be done in a safe, easy, environmentally sound way because of its special design features and heavy duty construction. STANDARD SAFETY FEATURES; HOW TO USE 1 I A heavy duty outside construction offers The used oil is disposed of, through a deep protection if struck by a vehicle, The oil sink disposal funnel fitted with a debris screen, reservoir unit consists of an inner tank The disposal funnel Is protected by a securely which is built Into the fiberglass container, fitted, rain tight lockable cover. These construction features avoid any type HOW TO EMPTY of engineering-and/or environmental sur- First, open the full-tilting clamshell container top, 1 prises. A tank gauge (oil level indicator) is operated by gas props. The container Is emptied mounted visibly from the outside. All units through a covered access port located on the top are furnished with a 2' vent. An automatic of the tank, inside the fiberglass container, by fire-extinguisher Is standard In every model. means of vacuum suction. As an additional option, The container is clearly labeled with neces- the tank can be fitted with a 2' quick release sary material hazard Identification signal coupling. For extra protection these are located decals and instructions for use, inside the container. TECHNICAL SPECIFICATIONS PROFILE 275 PROFILE 465 Coda: 4500 Weight 400 lbs. Code; 45OW Weight 440 lbs. Tank Size: 275 gal. Helght: 61' Tank Size: 465 gal. Height 61' Wdlh: 49.5' Width: 49.5' Length: 71' Lenght: 71' Outside Container, Heavy duty, fire retardant treated, Outside Container. Heavy duty, fire retardant treated,glass glass reinforced polyester, reinforced polyester, Inner tank High density poryelhyleno (HDPE) encased in Inner lank: Steel galvanized VW, Package disposal: Through separate chute into 50 gallon plastic Pacluge d+'sposal: Not available bag vvhlch is removed manually, 1-800-346-4458 _ FIBREX F) R~XlUSED OIL COLLECTION CONTAINER - Add n Agenda lterrl._ai ~ Ptimary Tank: PROFILE 465 k 40 vallcn, .ter]. tart, rur,strurtrd~3 -of 1b J gauge Shtel metal, all`parta fully Welded. G PROFILE 295 - A 215 gAIIn n HDFE tank rirasrd in gslvaai2td attn . Liquid Level Gauge: 8200 St•ties is a Ltar.a and l;liinless t.ttel construction spiral gauge made esptcfally for marine apklicatiens mud oil at fuel tank:.. The gauges bavt a 1 1/2" MNPT tank ronuection, they art dcsigncd fcr top moulting on)y, aid art UL )fisted foi f]een'abll. Liquids. Self Activated Fire Exti[rguishecr kiddy Fyto catch Ilodcl IND SS. Clargtd vW, liquefied gas knowiu as Halo„ 12]]. It il, tgvipped with a prraurt yauy,, an automatic djncl3:ge valV( And fill value, Wheo iistal]cd, ill the eveit of a file, i1,t disehargl~ valve will automatically open when the con,pyrlu•rr:t temperature rf!.es to of ~.xctads 165 degrror+ FtLreit 6eiI. Outer Container: Heavy duty, fire Ittardtl,t ltrattd, glaaa teiifc,m d Polyester dyY,t system. Both sideti lilt gtlcoaltd to avoid ail inp!syiotiot,. Top inside has fire rutardeit loan coatiig. ftottom is of one pi tre _ construction. Vent: Valve am tomatIchIly opens ml a psig inttena] prassu•s. Iapact Aamage Prevention: The out bide container hMk it s(tole I frmmc felt additional strergIh to minitrizt tick of damage if !a ruck by H car, Uispoaal Funnel: Deerp .sink flttt'd wit), a dtb!iA sciccn. Lockable: both the setvict access and tht disposal silk alt fitted will, t, lockable cover, Yollwting decals supl-lied it, ensure ,aft uat•r 1. "Rccyclr. Itatd Oil Ht'rc" 2. "Please close Ihr 1111" t. EPA recycled oil-drop rynh,rl N P 4. Oil level gauge - 5. Step 5y mtap iustiuttion~ fol unt 61 "Service Access Only" i i I Ageldalte r;e = x__93 10. Contractor Information (supplement to item 5.f.) If all or part of the proposed project is to be performed by a contractor, describe the function and p urpose of the contrac how tor, how the contractor was or will be selected. and the contractor will be reimbursed. Add pages as necessary, as attachments to this page. The services of a contractor will be needed to construct concrete pads at each of the satellite sites to place the used oil containers on. The contractor will excavate, form, and pour the pads. Each year the City of Denton holds a sealed bidding process by which a concrete contract firm is selected. The firm who currently has this contract with the city is Floyd Glenn Smith Concrete Contractors. This is the firm that will be used for this phase of the project. AgesSaItertU~ 11. Map/Location Information I~~• 0 Attach a map of the project area. r 12. Resolution and Assurances Attach a copy of a signed resolution adapted by the governing body of the applicant (agency), certifying the following: a. That the applicant will comply with the provisions of the financial assistance program and the fiscal reimbursement and reporting requirements of the Texas Water Commission and the State of Texas; b. That the funds will be used only for the purposes for which they are provided; and c. That the proposed project is in compliance with and supports any adopted regional or local solid waste management plan appltcable to the geographical area covered by the project. (Attach a resolution or letter of confirmation from the appropriate regional planning agency.) 113. Work Program Attach a complete proposed work program which includes the purpose, goals, scope and objectives of the proposed project, and which describes how the project will be completed. Divide the project into logical phases or tasks, and with your work program, include a "time-line" chart which depicts time frames and estimated completion dates for each project phase or task. I f I D4 Iy b~ t f I ~ 3 ucnuu v oc. _ c oR ~._.J GIL r t ..r~• r"' f.1Y' t • i \ ~ r s r ~E Rep resenis OQfR1QAef% LL1eci oil eollee~lior~ b. a ihat .S ~andth Co,~S'4ruc4.Df- on{ c'.iy owned profer~F,~. u3 l) tee#N -4o p,iat;e J ~ Eafl 3'Al ~n• j csot~~0 l< R r-Isee is 4 s locc.~;pr4s o ~h 5 4;re. ~S a- on5 -44~c~ KAFJ6 U s&,4e ~.'~G RUC 4,1.i GAS el" i .S 7rO Deb! OIGt i AgeolaNo NUMBER 13 WORK PROGRAM G' THE CITY OF DENTON IS CURRENTLY WORKING ON THE CONSTRUCTION OF A PERMANENT USED OIL COLLECTION FACILITY TO BE LOCATED AT THE SOUTH END OF THE CITY'S SERVICE CENTER GARAGE ALONG CRAWFORD STREET. THIS FACILITY IS THE RESULT OF A USED OIL GRANT BY THE NORTH TEXAS COUNCIL OF GOVERNMENTS. THE CITY OF DENTON IS AWARE THAT THIS TYPE OF FACILITY IS NEEDED TO MITIGATE THE PROBLEMS THAT RESULT WHEN HOUSEHOLD GENERATED USED OIL IS SIMPLY MIXED WITH HOUSEHOLD SCLID WASTES AND LANDFILLED OR IT 1S POURED ON THE GROUND OR INTO THE STREET. THE POTENTIAL FOR GROUNDWATER CONTAMINATION AND THE ENDANGERMENT TO HUMAN HEALTH OR THE ENVIRONMENT THAT RESULTS ARE BECOMING INCREASINGLY SERIOUS PROBLEMS. DENTON'S PERSONAL VEHICLE POPULATION IS ESTIMATED TO GENERATE OVER 45,000 GALLONS OF USED OIL FROM DO-IT-YOURSELFERS ALONE. IN ORDER TO PROMOTE THE SAFE DISPOSAL AND RECYCLING OF USED OIL TC' THIS TARGET GROUP WE WOULD LIKE TO MAKE ACCESS TO USED OIL CO.'.LECTION CONTAINERS AS EASY AS POSSIBLE. THAT IS WHY WE INTEND TO PROVIDE REGIONALLY LOCATED USED OIL COLLECTION CONTAINERS THROUGHOUT THE CITY. THE CONTAINERS WOULD BE LOCATED AT THE FIVE OUTLYING FIRE STATIONS. THE LOCATIONS OF THESE STATIONS IN THE VARIOUS PARTS OF THE CITY WILL MAKE THEM IDEAL SITES. THE FACT THAT THREE OF THE FIVE SITES ARE CURRENTLY BEING USED AS NEWSPAPER RECYCLING LOCATIONS AND ONE OF THE REMAINING TWO SITES IS IN CLOSE PROXIMITY TO ONE OF THE CITY'S DROP OFF RECYCLING SITES SIMPLY REINFORCES OUR DECISION. ANOTHER REASON FOR LOCATING THE CONTAINERS AT THESE STATIONS IS BECAUSE THEY ARE MANNED 24 HOURS A DAY, SEVEN DAYS A WEEK. THIS WILL REDUCE THE POTENTIAL FOR VANDALISM AND/OR CONTAMINATION OF THE CONTAINER'S CONTENTS. TO PUBLICIZE THE USED OIL COLLECTION SITES, THE CITY WILL UTILIZE THE LOCAL PRINT MEDIA THROUGH A SERIES OF NEWSPAPER ARTICLES AND ADVERTISEMENTS. IN ADDITION, THE LOCATIONS OF THESE SITES WILL BE ADDED TO THE PROMOTION AND EDUCATIONAL MATERIALS THAT ARE ALREADY BEING DEVELIPED FOR THE ORIGINAL PERMANENT USED OIL COLLECTION SITE AT THE MUNICIPAL SERVICE GARAGE. A TOTAL OF $20,579.31 IS REQUESTED TO FUND THIS PROJECT TO BE EXPENDED AS FOLLOWSi AN INTERN ON A PART TIME BASIS TO COORDINATE THE PROJECT AND PREPARE ADS AND OTHER PROMOTIONAL MATERIALS (240 HOURS)- $1'476.00 FIVE USED OIL COLLECTION CONTAINERS- $9995.00 CONCRETE PADS AT EACH OF THE FIVE SITES TO PLACE THE CONTAINERS ON- $6142.00 52 Aorrd3 No A;~ndaltenL,~.. ON SITE INSTRUCTIONAL AND INFORMATION SIGNS AND MISC. SUPPLIES- $850.00 PRINTING, ADS, AND OTHER PUBLICATIONS- $1000.00 DUE TO THE FACT THAT THE CITY IS ALREADY WORKING ON A USED OIL COLLECTION PROGRAM, THIS PROJECT SHOULD BE SIMPLE TO IMPLEMENT. THE DELIVERY TIME ON THE CONTAINERS IS 30 TO 95 DAYS. WHILE WE ARE WAITING FOR THEM TO ARRIVE, WE WILL HAVE PLENTY OF TIME TO CONSTRUCT THE CONCRETE PADS. THESE SITES COULD BE OPERATIONAL WITHIN TWO MONTHS OF THE CONTRACT BEING SIGNED BY THE CITY OF DENTON AND THE TEXAS WATFI COMMISSION. JULY 1, 1993- ORDER THE TANKS AND CONTACT THE CONCRETE WORK CONTRACTOR JULY 15, 1993- BEGIN CONSTRUCTION OF THE PADS AUGUST 1, 1993- COMPLETE CONSTRUCTION OF THE PADS AUGUST 15, 1993- TAKE DELIVERY OF THE USED OIL CONTAINERS AUGUST 30, 1993- OPEN THE SITES TO THE PUBLIC MONTHLY REPORTS WOULD BE MADE ON THE QUANTITIES OF USED OIL COL- LECTED AT EACH SITE. THESE REPORTS WOULD BE ANALYZED TO COMPARE USAGE BETWEEN SITES. BECAUSE THE CONTAINERS ARE MOVEABLE, IT WOULD BE POSSIBLE TO CHANGE LOCATIONS OF A SITE IF IT PROVED TO BE APPROPRIATE. THESE REPORTS WOULD ALSO BE CALCULATED ON A YEARLY BASIS AND MEASURED AGAINST THE ESTIMATED ANNUAL CITYWIDE HOUSEHOLD USED OIL GENERATION TO OBTAIN A DIVERSION PERCENTAGE. do. r u...:... ~1 N •z a AQIAdINo. CITY COUNCIL REPORT FOB= plt~_ TO: Mayor and Members of the City Council FROM. Lloyd V. Harrell, City Manager "~4') C SUBJECT: Special permit to work Sundays on Teasley Lane Utility Relocation Project 1 1jEC~NDATION• Grant a special permit to allow Citys, contractor (Pate Brothers Construction Company) to work on Sundays IMIU Y r We are requesting that the contractor be allowed to work Sundays to complete the project by August 1, 1993. The Texas Department of Transportation must be notified by this date in order to schedule the widening of Teasley Lane. The special permit provides the City Engineer, if an emergency exists, to allow work on Sundays (i.e. Inclement weather and/or construction delays). BACKGROUNDr This utility relocation project began May 17, 1993. The City must advise the Texas Department of Highways by August 1, 1993 that the utility lines have been relocated. If we cannot accomplish this work by August 1st, this highway project could be cancelled or delayed indefinitely. PROGin MS D.anRmMENTB OR CROUPS n FF CTED: Utility Department, Engineering i Transportation, and the Citizens of Denton FISCAL IMPACT• overtime for inspection and surveying, loss of a ten million highway project if the utilities are not relocated in a timely manner AEE00168 uggodaNo Ageada)f ql Cs . Chapter 20 NUISANCES' Art. I. In General, 111120-1-20-30 Art. 11. Abandoned Property, §120-31-20-70 Div. 1. Generally, 20-31-20-40 Div. 2. Motor Vehicles, 20.41-20.70 Art. III. Grass and Weeds, 20.71-20.73 i ARTICLE 1. IN GENERAL Sec, 20.1, Noise. (a) It shall be unlawful for any person to make or cause any unreasonably loud, dis• turbing, unnecessary noise which causes or may cause material distress, discomfort or injury to persons of ordinary sensibilities in the immediate vicinity thereof. (b) It shall be unlawful for any person to make or cause any noise of such character, intensity and continued duration as to substantially interfere with the comfortable enjoyment of private homes by persons of ordinary sensibilities. (c) The following acts, among others, are declared to be noise nuisances in violation of this Code, but such enumeration shall not be deemed to be exclusive; (1) The playing of any phonograph, television, radio or any musical instrument In such manner or with such volume, particularly between the hours of 10:00 p.m, and 7:00 a m , as to annoy or disturb the quiet, comfort or repose of persons of ordinary sen- sibilities in any dwelling, hotel or other type or residence; (2) The use of any stationary loudspeaker, amplifier ormusical Instrument In such manner or with such volume as to annoy or disturb persons of ordinary sensibilities in the Immediate vicinity thereof, particularly between the hours of 10:00 p.m, and 7:00 a.tn„ or the operation of such loudspeaker, amplifier or musical Instrument at any time on Sunday; provided, however, that the city council may make exceptions upon application when the public interest will be served thereby; (3) The blowing of any steam whistle attached to any stationary boiler or the blowing of any other loud or far-reaching steam whistle within the city limits, except to give notice of the time to begin or stop work or as a warning of danger; (4) The erection, excavation, demolition, alteration or repair work on any building at any time other than between the hours of 7:00 a.m, and 8:30 p.m., Monday through 'Cross references-Protected migratory bird roosts declared nuisance, § 0-87; inspectfon and abatement warrants, § 19-88 et seq ; Insect and rodent control in mobile home and rec. reational vehicle parks, § 32.91. Supp, No ,1 1389 No AaIrk- 5 -3 20-1 DENTON CODE Saturday; provided, however, that the city council may `,sue special permit; for such work at other hours in case of urgent necessity, and in the interest of public s-4 and ajutv convenience; (6) The creation of any loud and excessive noise In connection with the loading or un- loading of any vehicle or the opening or destruction of bales, boxes, crates or con- ta{ners; (6) The use of any drum, loudspeaker or other instrument or device for the purpose of attracting attention by the creation of noises to any performance, show, theatre, motion picture house, sale of merchandise or display which causes crowds or peopla to block or congregate upon the sidewalks or streets near or adjacent thereto. (Code 1966, §1114-20, 14.21) Cross reference-Animal noise, § 6.26. Sec. 20.2, Odors, (a) It shall be unlawful for any person to create or cause any unreasonably noxious, unpleasant or strong odor which causes material distress, discomfort or Nury to persons of ordinary sensibilities in the immediate vicinity thereor, (b) It shall be unlawful for any person to create or cause any odor, stench or smell of such character, strength or continued duration as to substantially interfere with the comfortable enjoyment of private homes by persons of ordinary sensibilities. (c) The following acts or conditions, among others, are declared to be odor nuisances in violation of this Code, but such enumeration shall not be deemed to be exclusive, (1) Offensive odors from cow lots, hog pens, fowl coops and other similar places where animals are kept or fed which disturb the comfort and repose of persons of ordinary sensibilities; (2) Offensive odors from privies and other similar places; (3) Offensive odors from the use or possession of chemicals or from Industr{al processes or activities which disturb the comfort and repose of persons of ordinary sensibilities; (4) Offensive odors from smoke from the burning of trash, rubbish, rubber, chemicals or other things or substances; (5) Offensive odors from stagnant pools allowed to remain on any premises or from 1 rotting garbage, refuse, ofral or dead animals on any premises, (Code 1966, Of 14.22, 14.23) Sec. 20.3, Garbage, trash and rubblsh nuisances- Generally, (a) Storing or k¢epinggarbage, trash and rubbish. The storing or keeping of any and all stacks, heaps or piles of old lumber, refuse, Junk, old cars or machinery or parts thereof, garbage, trash, rubbish, scrap material, ruins, demolished or partly demolished structures or buildings, piles of stones, bricks or broken rocks on any premises bordering any public street Supp No 1 1390 M :Fas,s•r,r,v r,:: r: ••'ti p'r r:larv.Yrrrr•. wrw.r: .wre wwr.:: . ✓seY✓f::: l ~♦•vYpY FY..W 4ry!♦' h4'a4^.1 i'1 :4'.'.'.'. w.YrpNN/MPYpI'Yt[pi'♦a'I{644111•, ' p pM IMppYllpaH qrY✓r4-Yr : r:'.'.'. ♦•wAM'IpYYMIrYYY✓✓~MIRh>p1 a::'. ♦YrM.ppl WYpppPMlq..Y.gaNYtlga•Iq{^. 4'.'.'. YpIPPYpY blgo4'J'..wq'W 4a•. . , ..-.~.YYpeMPPYPM fY Y.hlaga¢ga\..'.:'. r nwaar{noon++.•.qa4{{k{w v.v . aw{{rw {{\\a'~!' a6M YrY Srtr::. {h {Mtr Yt r.. ~~~{\111 111ttt1 ♦{NYr!~ IIY.!1 Ilttr♦ Y1.:1 {tlt\ tll[[ ♦Ht• L~YIt YZY{' t N' ..v e . l V b ~a 0 r M.t i ~Cenda ko ~penCa ~ # Dais - 3 June , CITY COUNCIL REPORT FORMAT TO: MAYOR AND MEMBERS 01 THE CITY COUNCIL FROM: Lloyd V. Harrell, City Manager SUBJECT: CONSIDER APPROVAL OF THE ARMY CORPS OF ENGINEERS' RECOMMENDATION (ALTERNATIVE F) FOR REPAIR FOR THE RAY ROBERTS EMBANKMENT. RECOMMENDATION: Staff recommends the development of letter, signed jointly by the cities of Dallas and Denton, approving the Army Corps of Engineers' recommendation (Alternative F) for the repair of the Ray Roberts dam. BACKGROUND\SUMMARY: On January 22, 1993, the cities of Dallas and Denton and the Corps of Engineers met to discuss the erosion problem which has developed over the past couple of years along the embankment of Ray Roberts Lake. At this meeting, Denton and Dallas were presented with several options (4) for repairing the dam face. These options included only partial protection of the dam face and ranged in costs from $1.8 to $3.4 million. Subsequent to that meeting, the Corps has investigated some additional alternatives for repairing the erosion damage. The plan that is being recommended by the Corps theldam entire on length a IVs4H (110700 slope etfrom elevation 640.5 feet down to 625.0 feet. The cost of this plan was estimated to be $6.7 million. The cities' share would be approximately $4,736,000 while the Corps' share would be $10960,000. The cities' water supply repayment schedules for Ray Roberts Lake would be adjusted to account for the cost of repairs. While this plan does not have the lowest construction cost, it does afford the best long term protection to the embankment, reduces costly risks associated with erosion of the construction roadway and flooding of the work area during construction due to storms and a rising pool, and provides for low annual maintenance costs. ApndaNo , Apndaite To accomplish this repair, the conservation popi elevation must be dropped from 632.5 to 625 during the construction period. To expedite repairs, the Corps have developed a schedule for the completion of the design and reviews such that the award of a construction contract can be accomplished in late August of this year. To accommodate the construction schedule, drawdown must be 1 initiated in early June. Consequently, the cities need to approve this alternative within the next week to maintain the proposed schedule. PROGRAW DEPARTMENT OR GROUPS AFFECTEDi 1 Citizen of Denton, City of Denton Public Utilities FISCAL IMPACT: The fiscal impact of this project on the City of Denton is 26% of $4,736,000 or $1,232,360. This would result in an increase in the November, 1995 debt service payment for water storage in Ray Roberts from $2,181,074 to $2,274,284 or approximately $93,210 annually. ~I I Respe ly submitted, I Lloyd arrell City Manager Prepared by I Howard Martin, Di ector of Environmental Operations I Approved by E. Nelson, Executive Director Utilities Department FILE:C:\WP51\PUBAGEND\RRDAM93 ~VipdaNo DEPARTMENT OF THE ARMY Azoldalterr--~'s_ FORT WORTH DISTRICT, CORPS OF ENGINEERS P O BOX 17300 ti. FORT WORTH, TEXAS 761020300 ~ws N7. May 12, 1993 f Programs and Project Management Division Mr. R. E. Nelson Exocutive Director, Department of Utilities City of Denton 215 East McKinney Street Denton, Texas 76201 Dear Mr. Nelson: On January 22, 1993, staffs from the cities of Dallas and Denton, and the Corps of Engineers met to discuss the erosion problem which has developed over the past couple of years along the embankment of Ray Roberts Lake. The meeting was informative and resulted in a good exchange of ideas. Subsequent to that meeting, the Corps has investigated several alternatives for arresting the erosion. Results of that analysis are provided in the enclosed Design Memorandum No. S - Embankment and Spillway (Re►lsed), Supplement No. 3 - Upstream anbarlmtnt Erasion Repair, dated March 1993. This document provides an overview regarding the need for the repairs and provides the considerations which were taken into account in identifying a recommended plan. The plan which we are recommending includes armoring of the entire length (11,700 feet) of the dam with 30-inch stone on a 1V' feet down to 623.0 feet, The cost of this plan was estimated slope tbe $from 6.7 million. ~ these repairs would be a joint project cost, they would be cost shared in the same proportions as the joint casts for the overall Ray Roberts Lake Project, i.e. 70.73 percent water supply (cities of Dallas and Denton) and 29.27 percent recreation (Corps). Consequently, the cities' share would be approximately $4,736,000, while the Corps' share would be $1,960,000. The cities' water supply repayment schedules for Ray Roberts lake would be adjusted to account for their cost of the repairs. While this plan does not have the lowest construction cost, it does afford the best long term protection to the embankment, reduces costly risks associated with erosion of the construction roadway and flooding of the work area during construction due to I i Agsnda No Ago~da IlgrTrr._(~~ - 2 - ftr19 /D storms and a rising pool, and provides for low annual maintenance costs. With the rapid deterioration of the embankment shoreline within the past few months, it is one of only two alternatives which remain viable under today's conditions. As presented in the report, the recommended alternative would require that the conservation pool be lowered four feet, from elevation 632,5 feet to 626.5 feet, during construction, which is estimated to,take about 12 to 15 months. Such a drawdown would be a minimum based on the design conditions considered in the report. Such conditions assumed that there are sufficient quantities of excavated material to construct the roadway and cofferdam to elevation 635.0 feet. After recent storms, the amount of available material has been greatly reduced. Additionally, the likelihood of costly erosion damage to the roadway and cofferdam during construction increases as the top of conservation pool increases. Consequently, we are now recommending that the lop of conservation pdol be lowered 7.5 feet to elevation 625.0 feet. This will reduce the risk of costly repairs to the construction roadway during construction, and potentially reduce the cost of the embankment repairs a great deal. In view of the urgent nature of these repairs, I am requesting that the cities of Dallas and Denton concur with our recommended plan and lowering of the top of conservation pool to elevation 625.0 feet during the construction period. To expedite these repairs we have developed a schedule for the completion of the design and reviews such that the award of a construction contract can be accomplished in late August of this year, To accommodate this schedule, the conservation pool must be lowered to elevation 625,0 feet by early September. Ills In turn will require that such drawdown be initiated in early June. Consequently, the cities' concurrence would be needed within the next week to maintain this schedule, To assist your staff in evaluating the recommended plan, we have scheduled a meeting with them on Friday, May 14, at 10:00 a.m, In room 4J06 of our office in Fort Worth to discuss the issues regarding this matter. If you have any questions or need additional information, please feel free to contact me at (817) 334.3565. 1 look forward to our continued association on the Ray Roberts Lake Project. Sincerely, / Michael J. Moce , PX. A -4--w Y Deputy District -ngineer Enclosure ~yanda~te~ s q _ ALTERNATIVE F' • 30 INCH RIPRAP ON 1:4 CUT SLOPE STA 22-139 j 1 • COST - $6,108,000 -~~~`>~hVCZ~pH COSY • INSIGNIFICANT ANNUALIZED MAINTENANCE COSTS • PROTECT DOWN TO ELEVATION 625 • ADDITIONAL EROSION HAD NO AFFECT i • AESTHETICALLY PLEASING ,W, c10 Wctnk (wwklAr stOK HIM to L"sroo 4 r ue a s KNIT KY sc• (imcr t I W Ks I' 1(XIM7 W - - - - uo L _ ro ro Jo 40 so ro r( (o 0o roc no o 5tL 5IM 1([I IotL au a (us~ ~~X isnNV E pgio WILL `VOT- Ar-FECT T{-Is DE""k\4 J I I 1 rur run l+n l ' jl~ O Irr '1 r M 4 04 ~ •_.r~~+rrrwr Q r,r r+r.,rr JUL ~ ~4ti: rri r 1M t ~uttw lowltw twee twr w tAKtr 1tY - ------------1993 ID TASK START FINISH Jan Feb Mar A r Ma Jun Jul Au Se Oct Nov Dec Jan Feb 116 EMBANKMENT 1122193 3116196 ill Erosion Repair ~ 1122/93-! 3116196 i l e Ming w/Sponsors 1122/93 1122193 119 Complete DM 1122193 3123193 120 Print OM 3/24193 3130193 g ' 121 Submit OM 3130/93 3!30193 ♦ l 122 Review 6 Approve OM 3131193 4130193 123 Initiate PBS 3/3D/93 3130193 124 Surveys 4118193 5/7/93 125 Complete PBS 3131193 6/15/93 128 Print PBS 6116193 6118193 127 Submit PBS 8/18/93 6118193 128 Approve PBS 60193 716193 ® I 129 Revise PBS N1193 7113193 1 130 Print Final PBS 7114193 7/20193 131 Envir. Assess. 411193 6118193 132 Advertise 7121193 8/20193 133 Open Bids 8120193 00193 134 Award 8/23193 6/31193 135 letters of Concurrence 5113193 5/21/93 136 Deviation 5/24193 614193 137 Drewdown 87193 6126193 138 Notice to Proceed 9/1/93 9/16193 139 Construction 9117/93 3118/9S~ V t Critical MON= Milestone ♦ 1 Projod:RAY ROBERTS LAKE PROJECT • EMBANKMENT REPAIR 0 081x; b114193 Noncritical Summery Progress Rolled Up O I 1 RAY ROBERTS LAKE EMBANKMENT RESTORATION DRAWDOWN ANALYAIS ► ASSUMPTIONS: MAX RELEASE = 2000 CFS = t~:~,{ .s HYDROPOWER TO BE MAX DRAWDOWN BY MID AUGUST ~ ► DRAWDOWN START DATES 625.0 626.5 START START WET 25 MAY 14 JULY DRY 22 JUNE 17 JULY AVG 05 JUNE 15 JULY a CORPS OF ENGINEERS iat,t from outlet ~'~~i, ~ ,h- feet abov:- • j I x ~ I i % "1 . Photo 2- View of etc~sion lu~~klr,g left from outlet works eelrice bridge; lake is t'o'o feet -31-ve { conservation RA Roberts Lake Exhibit 3 "''MFATY SUPEiEMENT N'?.? TO C.M. NO 5 fFE'~:FF:' v F CORPS OF ENGINEERS ) U S tJ<• r ~~+sO..r._ ~:~:...~.-rte .t±~.r~a..'i%~•?..+-K'~CM~i: I ~ .•i~l it I i p I i Photo 4- View of 16C,31:'C'~ I erosion inlet at Sta 55t; the erosIrnn is abrut It fec-t from the ri1-,ra1, and the vertical sr at p is -jI,It i t.. feet; lake is at r-onset"'at i<'r, 1".I,.1 Ra Roberts Lake _Exhibit 4 i 1" s'.'FF'_E"'T1:7 N,` I t! M Nn c It F', F. t= _ y OUNCIL. ~M i of lob I V 4 . r 0 N, i r' i i AWdaNo.~ Ag"A It CITY COUNCIL REPORT Date TO: Mayor and Members of the City Council l FROM: Lloyd V. Harrell, C_+:y Manager SUBJECT: Request for an Exemption from the Noise Ordinance for Juneteenth Celebration until 12:00 midnight on Friday, June 18 DATE: June 1, 1993 r BACKGROUND: Willie Hudspeth, representing the Juneteenth Celebration Committee, has requested that the City Council grant an exemption to the noise ordinance during the Juneteenth Celebration, Friday, June 18 until 12.00 midnight. The noise ordinance declares loudspeakers, amplifiers, and musical Instruments a noise nuisance after the hour of 10:00 p.m. particularly attached). However, the ordinance states that thepCityfC uncilamay make exceptions when the public interest is served. The event, co-sponsored by the Parks and Recreation Department and a citizen committee, is held annually in Fred Moore Park. The activities, dallncInclude contestfood basketball information and agames and tournament booths, This year's event Is scheduled from 10:00 a.m. to 11:00 parade. Hudspeth has requested that the event be exempted from the noise ordinance until midnight. The event ends at 11:00 p.m. but the crowd may not be cleared until midnight. T he Juneteenth Committee has also requested that the regular Fred Moore necessaryk oo allrs be s forethedcrfrom owd 10:00 p.m. to midnight. to leave the Thiwas after the event ends at 11:00 p.m. The Parks and Recreation Department Is given the authority to grant this extension in the City Code and has granted its permission. PROGRAMS DEPARTMENTS OR GROUPS AFFECTED: Juneteenth Celebration attendees, neighborhood residents FISCAL IMPACT: None. i I ~endaNa -o~~ ~ A~eadaltelt~ :eS ~`~o Please advise if I can provide additional information. I RESPECTFULLY SUBMITTED, Lloy v. Harrell City Manager Prepared by: Catherine E. Tuck Administrative Assistant I I I i I ~ endarye>l~_ ~ 93 _ fk;13_- f ~ Chapter 20 NUISANCES• Art. I. In General, If 2(W-2(W0 Art. II. Abandoned Property, H 20.31-20.70 Div. 1. Generally, 1120-31-20-40 Div. 2. Motor Vehicles, H 20.41-20-70 I Art. III. Grass and Weeds, 9120-71-20-73 ARTICLE I. IN GENERAL t Sec. 20.1. Noise. (a) It shalt be unlawful for any person to make or cause any unreasonably loud, dis• turbing, unnecessary noise which causes or may cause material distress, discomfort or injury to persons of ordinary sensibilities in the immediate vicinity thereof. (b) It shall be unlawful for any person to make or cause any noise of such character, intensity and continued duration as to substantially interfere with the comfortable enjoyment of private homes by persons of ordinary sensibilities. (c) The following acts, among others, are declared to be noise nuisances in violation of this Code, but such enumeration shall not be deemed to be exclusive: (1) The playing of any phonograph, television, radio or any musical instrument in such manner or with such volume, particularly between the hours of 10.00 p.m. and 7:00 a.m., as to annoy or disturb the quiet, comfort or repose of persons of ordinary sen• sibilities in any dwelling, hotel or other type or residence; (2) The use of any stationary loudspeaker, amplifier or musical instrument in such manner or with such volume as to annoy or disturb persona of ordinary sensibilities in the immediate vicinity thereof, particularly between the hours of 10:00 p.m. and 7:00 a in., or the operation of such loudspeaker, amplifier or musical instrument at any time on Sunder, provided, however, that the city council may make exceptions upon application when the public interest will be served therely; (3) The blowing of any steam whistle attached to any stationary boiler or the blowing of any other loud or far-reaching steam whistle within the city limits, except to give notice of the time to begin or stop work or u a warning of danger; (4) The erection, excavation, demolition, alteration or repair work on any building at any time other than between the hours of 7:00 am. and 8:30 p.m., Monday through 'Crop references-protected migratory bird roosts declared nuisance, 16-87: inspection and abatement warrants, {19.88 et seq,; insect and rodent control in mobile home and rec- reational vehicle parks, 132-91. Supp. No.1 1389 ~ ar•^tla Vern § 20.1 DENTON CODE'' Saturday; provided, however, that the city council may issue special permits for such work at other hours in case of urgent necessity and in the interest of public safety and convenience; (5) The creation of any loud and excessive noise in connection with the loading or un- loading of any vehicle or the opening or destruction of bales, boxes, crates or con• tainers; (6) The use of any drum, loudspeaker or other instrument or device for the purpose of attracting attention by the creation of noises to any performance, show, theatre, motion picture house, sale of merchandise or display which causes crowds or people to block or congregate upon the sidewalks or streets near or adjacent thereto. (Code 1966, Of 14.20, 14.21) Cross reference-Animal noise, § 6.26. Sec. 20.2. Odors. (a) It shall be unlawful for any person to create or cause any unreasonably noxious, unpleasant or strong odor which causes material distress, discomfort or injury to parsons of ordinary sensibilities in the immediate vicinity thereof. (b) It shall be unlawful for any person to create or cause any odor, stench or smell of such character, strength or continued duration as to substantially interfere with the comfortable enjoyment of private homes by persons of ordinary sensibilities. (c) The following acts or conditions, among others, are declared to be odor nuisances in violation of this Code, but such enumeration shall not be deemed to be exclusive: (1) Offensive odors from cow lots, hog pens, fowl coops and other similar places where animals are kept or fed which disturb the comfort and repose of persons of ordinary sensibilities; (2) Offensive odors from privies and other similar places; (3) Offensive odors from the use or possession of chemicals or from industrial processes or activities which disturb the comfort and repose of persons of ordinary sensibilities; (4) Offensive odors from smoke from the burning of trash, rubbish, rubber, chemicals or other things or substances; (5) Offensive odors from stagnant pools allowed to remain on any premises or from rotting garbage, refuse, offal or dead animals on any premises. (Code 1960, f f 14.22, 14.23) ' Sec. 20.3. Garbage, trash and rubbish nuisances -Generally. (a) Storing or keeping garbage, trash and rubbish. The storing or keeping of any and all stacks, heaps or piles of old lumber, refuse, junk, old cars or machinery or parts thereof, garbage, trash, rubbish, scrap material, ruins, demolished or partly demolished structured or buildings, piles of stones, bricks or broken rocks on any premises bordering any public street Supp. No. I 1390 r.. i l4 i!1 M M y`1 1 1E I Y f rr~ M l1 l L/ I~ L 6:+ Apondalt CITY COUNCIL REPORT 09A TO: Mayor and Members of the City Council FROM: Lloyd V. Harrell, City Manager SUBJECT: REQUEST FOR EXEMPTION FROM NOISE ORDINANCE DURING THE NORTH TEXAS STATE FAIR AND RODEO, AUGUST 20-30, 1993 DATE: June 1, 1993 BACKGROUND: The North Texas State Fair Association has requested that the City Council grant an exemption to the noise ordinance during the North Texas State Fair and Rodeo, August 20-30. The noise ordinance j prohibits the use of loudspeakers, amplifiers, and musical instruments on Sundays. The ordinance also declares loudspeakers, amplifiers, and musical instruments a noise nuisance, particularly after the hour of 10:00 p.m. (please see copy of ordinance attached). However, the ordinance states that the City Council may make exceptions when the public interest is served. SUMMARY: Mr. James Roden of the North Texas State Fair Association has requested that the North Texas State Fair and Rodeo be granted the following exemptions from the noise ordinance: DATE: EXEMPT UNTIL: August 23 - 26 (Monday - Thursday) 11:00 P.M. August 20, 21, 27, 28 12:00 midnight (Fridays, Saturdays) August 22 (Sunday) 1:00 P.M. - 11:00 P.M. August 30 (Sunday) 8:00 a.m. - 4:00 p.m. Mr. Roden indicated that this is the same timetable that the fair has scheduled for several years. These are also the same hours that were granted in the noise exemption last year. Staff from the City Manager's office, Planning Department, and Police Department met with representatives of the Fair Board to ensure that adequate security arrangement were being planned. The Fair Board members indicated a willingness to meet with the neighborhood prior to the actual event to ensure clear communication. The Police Department has received noise complaints from citizens in the neighborhood during other events which ended later than 10:00 p.m. which have been held on the fairgrounds in the past. The presidents of the North Denton Center Neighborhood Association iandaNo Apndaitam and the North Lakes Neighborhood Association have been notified this request. The Legal Department is working on a towing ordinance that would allow illegally parked cars to be towed away. Staff would recommend that if this ordinance is passed by the City Council, then a temporary no parking, tow away zone be placed on Carroll Blvd. during the Fair. This will be brought for the City Council's consideration prior to the Fair. PROGRAMS, DEPARTMENTS, OR GROUPS AFFECTED: North Texas State Fair Association, citizens and visitors attending the fair, neighborhoods FISCAL IMPACT: i None Please let me know if -an provide additional information. I I RESPECTFULLY SUBMITTED, Lloyd Ha rr1J1~ City Manager Prepared by: l ck Catherine E. Tuck Administrative Assistant Agenda No NORTH TEXAS STATE FAIR ASSOCIATJON y I May 19, 1993 i`rnidenVE.acW.v UrKlu j J.-e, RodM Yice PreHMM~in.nca/ t Rem,n'rw.non, ems P:.... j V" PrnidenVRr,ne Eren Denton City Council b 215 East McKinney Street j Denton, Texas 76201-4229 e,c M.ro.., i treuu•er. To Members of the Denton City Council: OvK1Vr, arr<de.North Texas State Fair Association respectively requests a special cr,. cap r,;.;on.„d exemption for the use of loudspeakers, amplifiers, and musical Me.r'n He ce• instruments (same as approved for 1992) for the purpose of conducting `"dH"pe' the 65th North Texas State Fair and Rodeo. R.G., H"nt De . „n ON r ov LaOire RD Mal" August 23-26 UNTIL 11:00 P.M. c., WK,gO , (Monday-Thursday) 11, M.., 141k, 5:r Moo•. August 20, 21, 27, 28 C,nrv Schertr 12:00 Midnight 04'w4 IN,fti e. (Fridays, Saturdays) J0 vw,eiro CaentrJUdge August 22 uetd ,•uqu, 1:00 p.m.-11:00 P.M. CPO vv'y" (Sunday) P.e,.oen, w er.mG. August 30 5:00 a.m.-4:00 p.m. ce"MP o (Sunday) 1lonau, &wd of Otr,cton. H R kmmor; M." He,,.n. Sr The location is 2217 North Carroll Boulevard, Worth Texas State Ysirgrounds. The Fair is a major activity of this community and has for 65 years been a cornerstone to the quality of life we all hold dear. Definitely a part of the heritage of this area, North Texas State Fair continues to hold a place in the hearts and minds of the people. Our dedication is to youth, agriculture, and the community. As we promote tourism to Denton on a year-round basis, we continue to run into problems because of the sound ordinance. Some examples aret Denton County Youth Fair, weddings and recr.ptiona, dog shows, live- stock shows, barrel races, Cinco De Mayo, company parties and activities, cook-offs, Denton High School Rodeo, benefits, PYRA Rodeo (4 years to 19 years of age) and car shows, to name a few. J Ll0.1 2217WHtHEAHH6ll PO6GX;p95 DEWN lOASlr,i" 1,4 17) ;,12 -47 Page 2 May 19, 1997 i In vier of these conflicts, we request the council look into some Permanent relief for the Fairgrounds so that activities say be scheduled in Denton t and the business coeunity say profit from Tourism. S cerely, ames Roden President North Texas State Fair i I I I { 1 al r Chapter 20 l' NUISANCES' Art. I. In General, 1120.1-20.30 Art. H. Abandoned Property, Of 20.31-20.70 Div. 1, Generally, 1120-31-20-40 Div. 2. Motor Vehicles, H 20.41-20.70 Art. III. Grass and Weeds, Of 20.71-20.73 ARTICLE I. IN GENERAL Sec. 20.1. Noise. (a) It shall be unlawful for any person to make or cause any unreasonably loud, dis• turbing, unnecessary noise which causes or may cause material distress, discomfort or injury to persons of ordinary sensibilities in the immediate vicinity thereof. (b) It shall be unlawful for any person to make or cause any noise of such character, i itensity and continued duration as to substantially interfere with the comfortable enjoyment of private homes by persons of ordinary sensibilities. (c) The following acts, among others, are declared to be noise nuisances in violation of this Code, but such enumeration shall not be deemed to be exclusive: (1) The playing of any phonograph, television, radio or any musical instrument in such manner or with such volume, particularly between the hours of 10:00 p.m. and 7:00 a.m., as to annoy or disturb the quiet, comfort or repose of persons of ordinary sen• sibilities in any dwelling, hotel or other type or residence; (2) The use of any stationary loudspeaker, amplifier or musical instrument in such manner or with such volume as to annoy or disturb persons of ordinary sensibilities In the immediate vicinity thereof, particularly between the hours of 10:00 p.m, and 7:00 a.m., or the operation of such loudspeaker, amplifier or musical instrument at any time on Sunday; provided, however, that the city council may make exceptions upon application when the public interest wilt be served thereby; (3) r o. hf Lig of any steam whistle attached to any stationary boiler or the blowing of -'y other loud or far-reaching steam whistle within the city limits, except to give notice of the time to begin or atop work or as a warning of danger; (4) The erection, excavation, demolition, alteration or repair work on any building at any time other than between the hours of 7:00 a.m. and 8:30 p.m., Monday through "Cross references-Protected migratory bird roosts declared nuisance, 16.87; Inspection and abatement warrants, 8 19.80 et seq.; insect and rodent control in mobile home and r". reational vehicle parks, 132-91. supp. No. 1 1389 4 20•l DENTON CODE ~'00~1•:K;..~~._ e l1_.._ lT.~~ Saturday; provided, however, that the city council may issue special permits for such work at other hours in case of urgent necessity and in the interest of public safety and convenience; 51 The creation of any loud and excessive noise in connection with the loading or un- loading of any vehicle or the opening or destruction of bales, boxes, crates or con- tainers; !61 The use of any drum, loudspeaker or other instrument or device for the purpose of attracting attention by the creation of noises to any performance, show, theatre, motion picture house, sale of merchandise or display which causes crowds or people to block or congregate upon the sidewalks or streets near or adjacent thereto. Code 1966, Of 14.20, 1421) Cross reference-Animal noise, 4 6-26. Sec, 20.2, Odors, (a) It shall be unlawful for any person to create or cause any unreasonably noxious, unpleasant or strong odor which causes material distress, discomfort or injury to persons of ordinary sensibilities in the Immediate vicinity thereof. (b) It shall be unlawful for any person to create or cause any odor, stench or smell of such character, strength or continued duration as to substantially interfere with the comfortable enjoyment of private homes b t y persona of ordinary sensibilities. (c1 The following acts or conditions, among others, are declared to be odor nuisances in violation of this Code, but such enumeration shall not be deemed to be exclusive: (1) Offensive odors from cow lots, hog pens, fowl coops and other similar places where animals are kept or fed which disturb the comfort and repose of persons of ordinary sensibilities; 121 Offensive odors from privies and other similar places; I 1) Offensive odors from the use or possession of chemicals or from industrial processes or activities which disturb the comfort and repose of persons of ordinary sensibilities; 41 Offensive odors from smoke from the burning of trash, rubbish, rubber, chemicals or other things or substances; (5) Offensive odors from stagnant pools allowed to remain on any premises or from rotting garbage, refuse, oral or dead animals on any premises. (Code 1966, If 14.22, 1423) Sec. 20.3. Garbage, trash and rubbish nuisances-Generally. , (a) Storing or keeping garbage, trash and rubbish. The storing or keeping of any and all stacks, heaps or piles of old lumber, refuse, junk, old cars or machinery or parts thereof, garbage, trash, rubbish, scrap material, ruins, demolished or partly demolished structures or buildings, piles of stones, bricks or broken rocks on any premises bordering any public street Suyp.No 1 1390 HANDOUT TO COUNCIL 6-1-93 ~V -F If Texas Department of Health David R. Smith, M.D. 1100 West 49th Street Robert A. MacLean, M.D. Commissioner Austin, Texas 78756-3199 Deputy Commissioner (512)458.7111 i I Honorable Bob Castleberry May 25, 1993 Mayor, City of Denton 215 East McKinney Street Denton, TX 76201 r RE: Hartfelt Humane Society, Animal Shelter Act, Chapter 823, Health and Safety Code Dear Mayor Castleberry: I am pleased to respond to your letter of April 15 to Dr. Thomas G. Murnane regarding the Hartfelt Humane Society's animal shelter. I apologize for the lateness of this letter. The following is a review of our actions and position on this matter. On April 2, 1993, the Texas Department of Health (TDH), Office of General Counsel, sent a letter to officials of the Hartfelt Humane Society. A copy was provided to your City Attorney. The officials were advised of public allegations that the Society was continuing to shelter animals in their facility. The facility had been found to be unsatisfactory in the TDH inspection of February 18, 1993. The officials were advised of the consequences of violations of the Animal Shelter Act (Chapter 823, Texas Health and Safety Code). Current information regarding the shelter indicates that, while several animals are kept at the location, they are all personally owned by officials of the Society, and no animals are being accepted in or adopted out at this time. As long as the animals are the personal property of the officials and are not strays, homeless, abandoned or unwanted, the facility is not in violation of Chapter 823 or the rules promulgated thereunder. Any information to the contrary should prompt our joint investigation t (TDH and the City of Denton) and enforcement of the law. Chapter 823, Texas Health and Safety Code, does not define a specific number of animals which may be kept before a person must comply with the standards for housing and sanitation adopted by the Board of Health under the Rabies Control Act (Chapter 826, Texas ' Health and Safety Code). TDH does not have the authority to adopt regulations as stringent as the City may have in its ability to adopt ordinances, The City of Denton may find that its animal control ordinances allow greater enforcement capabilities than Chapter 823. f r Mayor Bob Castleberry City of Denton Page Two ! Our department personnel are not maintaining, nor do we expect to maintain, a surveillance of activities at the Hartfelt Humane Society. We ask that one of your agencies maintain surveillance, as is necessary, to detect any sheltering activities which may violate the Animal Shelter Act. Criminal penalties (Class C misdemeanor) are provided for in Chapter 823 (Section 823.003(f), as is injunctive reli. I (Section 823.007). To attempt enforcement via criminal penalties requires TDH to seek cooperation from local law enforcement or from the Attorney General. To seek injunctive relief also requires assistance from the Attorney General. Section 823.007 allows "on the petition of any person" a court of competent jurisdiction to grant injunctive relief. Such a request for relief is not limited to TDH and may be initiated by a .itizen or official of the City of Denton. We are in touch with your Assistant City Attorney, Mr. Jerry Drake, and we accept information he may have, and share with him any information we may have. Please do not hesitate to contact my office at any time regarding this matter. I Sincerely, QA1 (r. -,L4(ecll Susan E. Tennyson Office of General Counsel cc: Dr. William W. Rosser Dr. Thomas G. Murnane Ms. Jan Buck I I I h I f 'M 7CC'11S' BOB CASTLEBERRY CITY OF DENTON I MAYOR us EAST MKNWY STREET DEMON. TEXAS 76201 l Dr. Thomas G. Murnane, D.V.M. Texas Department of Health Public Health Region S 1 2561 Matlock Drive Arlington, TX 76015 F Dr. Murnane, on behalf of the Denton City Council, It is our strong desire for the Texas Department of Health (TDH) to rigorously pursue enforcement of the State's Animal Shelter Act as It relates to Hartfelt Human Society. The City Council is extremely concerned about the abhorrent condition of this shelter and its detrimental effect on the animals housed at Hartfelt as described by many citizens in Denton. This information was confirmed by the long list of violations reported in your inspection letter dated April 2. Our City staff Is pursuing full enforcement of our 4 municipal codes. The City Council is confident that your agency will fully enforce the State's Animal Shelter Act, which falls under TDH's responsibility. City Council members have been receiving numerous complaints from their constituents. Denton citizens continue to inform the City Council that operations have not ceased at Hartfelt. It Is our strong desire for you and your staff to fully investigate this matter and immediately resume ongoing inspections of this facility. 'G As the City receives further information, we will forward this to your office. Likewise, we appreciate your cooperation in apprising City staff your ongoing efforts to ameliorate this situation. I I Dr. Thomas G. Murnane, D.V.M. Re: Hartfelt Humane Society Page Two Thank you for responding to our citizens' , complaints regarding the enforcement of this statute. Full enforcement of the Animal Shelter Act will make Denton a better place for everyone, Including our animals. We would appreciate your reply by return mail. We E look forward to reporting to our constituents that your agency is taking all legal measures necessary I to remedy this tragic situation. Sincerely, Bob Castleberry Mayor i 15 April 1993 PCs State Senator Steven Carriker State Senator Jane Nelson State Representative Mary Denny James State Representative Jim Horn i State Representative Hen Campbell Nonce Kull, Environmental Health Services Manager Jerry Drake, Assistant City Manager I ' I I , i I i I HANDOUT TO COUNCII- 6-1-93 A Presentation to Collect 7 Delinquent Ad Valorem Taxes { 1 for the CITY OF DENTON 1 i I UGIBI&W MONNOMEnn Submitted by Heard, Goggan, Blair & Williams Attorneys at Law 326-6 East McKinney Denton, Texas 76201 2323 Bryan Street, Suite 1720 (817) 383.4460 Dallas, Texas 75201 (214) 890-0089 and (800) 441.0960 Curtis M, Loveless Attorney at Law Mike Gregory 218 Nonh Elm Attorney at Law Denton, Texas 76201 303 N. Carroll Blvd, Ste, 200 (817) 383-1618 Denton, Texas 76201 (817) 387.1600 June, 1993 CITY OF DENTON CURRENT YEAR TAX COLLECTION PERCENTAGES LEVI' PERCENT 1985 levy as of 9/86 96,62% 1986 levy as of 9187 96.97% 1987 levy as of 9/88 96.30% 1988 levy as of 9/89 97.11% 1989 levy as of 9/90 96.60% 1990 levy as of 9/91 97.07% 1991 levy as of 9/92 97.78% DELINQUENT TURNOVER TO HGB&W TURNOVER TAX TURNOVER CHANGE IN DATE YEAR AMOUNT TURNOVER July, 1986 1985 $533,428 July, 1987 1986 649,054 21.86% July, 1988 1987 755,923 16.47% July, 1989 1988 747,340 < L 14% > July, 1990 1989 597,310 <20.08%> July, 1991 1990 552,676 <7.47%> <43%> July, 1992 1991 433,010 <21.65%> E ti CITY OF DENTON Turnover/Collections Comparison Thousands 1000 800 600 I 400 i 200 7/86 7/87 7/88 7/89 7/90 7/91 7/92 J Turnover Collectlons , 1 i J I . CITY OF DEN TON Delinquent Tax Roll 1 By Property Type Total Due As of :April, 1993 $1,789,171 Real Property 33`~ $587,142 WAN OW) Personal Mobile Property 15% Homes $937,123 52% 1 $264,906 WV7 CITY OF DENTON Delinquent Tax Roll Base Tax + Penalty & Interest Total Due As Of April, 1993 ~ X1,789,171 $233,325 13% Pending Lawsuits . „ 22% Bankruptcy U n c o l l e c t i b l e $395,163 8299 680 17, Exempt Property 5 ~ $86,786 14`X, Other $247,126 Jud ments 9% (includes BPP and Mobile Home iti use otllfmitaiVonslbaltire $165,167 no loaeer on the current tax roll) Peterbilt $361,924 1 Delinquent tax roll Inaladn 1701,711 palt lho etatol• of 1111il0liaA1. This amount to included In the 10915d,n0 lawsuits, lantrapleT, Uaeollaettble, Iumpi and Judgment accounts. 1 I~ DENTON ISD Delinquent Tax Collection Results Twelve Month Comparison Thousands 1600 -7 $1,466,290 1400 $1,246,131 (100%) 1200 1000 - 800 600- 400- 200 1/91-12/91 1/92-12.'92 McCreary HGB&W i Increase recognized by Denton ISD • $222,159 i DENTON OFFICE AND COMMUNITY INVOLVEMENT IIGBW DENTON OFFICE SINCF. 1986 EMPLOY DENTON RESIDENTS UTILIZATION OF DENTON VENDORS AND SUPPLIERS OVER $400,000 SINCE 1986 I DENTON OFFICE COMMUNITY INVOLVEMENT: • DENI'ON CHAMBER OF COMMERCE • SPECIAL OLYMPICS • TIVU COOPERATIVE EDUCATION PROGRAM • DENTON ISD CERTIFICATE OF APPRECIATION AND PARTICIPANT IN THE DENTON ADOPT-A-SCHOOL PROGRAM • DARE PROGRAM • UNTIED WAY OF DENTON • DENTON JAYCEES - ANNUAL CHILDREN'S CIIRISTNIAS FESTIVAL • DENTON HOLIDAY FESTIVAL ASSOCIATION • DENTON FIRE DEPARTMENT - FIRE SAFETY AND PREVENTION PROGRAM ASSOCIATION WITH TWO DENTON LAWYERS - MIKE GREGORY AND CURTIS LOVELESS REASONS 10 STAY W1771 HEARD, GOGGAN, BLAIR & WILLIAMS CURTIS LOVELESS AND NUKE GREGORY i LOCAL INVOLVEMENT • COMBINES IIGBW STATEWIDE COLLECTIONS ' EXPERTISE WITH LOCAL ATTORNEY V4VOLVEMENT • IIGBW DENTON OFFICE SINCE 1986 I • $400,000 SPENT ILA DENTON PERFORMANCE • $4,665,709 COLLECTED SINCE; 1966 • 1027 LAWSUITS FILED / 75% RESOLVED • AGGRESSIVE BANKRUPTCY AND FEDERAL AGENCY COLLECTIONS CONTINUFTY • NO RISK IN REVENUE LOSS • NO DISRUPTION IN PROGRAM 0 EFFECTIVE RELATIONSIM MAINTAINED Heard, `oggan, Blair, & Williams Delinquent Tax Collection Process No Response Problems Retum Mail Research e f No Response Problems Retum Mail No Response i I Next Cycle y a , II 1 f1 i. 1 PROPOSAL for the City of Denton, Texas Presented By: PERDUE, BRANDON, FIELDER, COLLINS & MOTT L.L.P. Attorneys at Law May 1993 Contort Person; C. David Fielder, Partner kD':ARDPERDI:E PERDUE, BRANDON, FIELDER, COLLINS & MOTT, L.L.P. ATTORNEYS AT LAW I.ARnV BRANDON 4025 WOODLAND PARK BLVD., SUITE 300 C DA'.10F'ELDER KEY' DOVLE', JADES 0 COLLINS P.O. BOX 13430 GEORGE D01" LE'. RoyERTMOn ARt INOTON. TEXAS 76094 0430 TDAM ANN. S,-N GPEGGM MoUUGNLN IVETR0817.461.3344 E N FIN H LAURAURA) MONROE OE JOHN J HONK III NAROID B E R HNJCE -AX 817.8606509 JEANIVAR E P B ON ISTAV'NOH4 CARL SOVYEFs SAE BE'NA EDM+STC% May, 11, 1993 MiOSCHAEIL,! nARLO I NGO :OSE PIiP IONGOCS A UANAK NG S4+~M Mr. Harlan Jefferson Director of Treasury Operations City of Denton 215 K McKinney Street Denton, Texas 756201 I RF: Proposal for the Collection of Delinquent Taxes Dear Mr, Jefferson; Thank you for this opportunity to submit a proposal your City. Following this letter is our proposal for your consideration. nqurnt tux collections services to the First, I would like to state that our Firm is capable of meeting all of the requirements of the City of Denton's Request For Proposal. We offer a complete, ccmputer assisted delinquent lax collection service. This service includes the notification of taxpayers through mass mailings generated by our computer, individual correspondence with taxpayers and lienhcJders, active litigation of property tux collections, and seizures. We perform all `J necessary ownership and address research on behalf of each client. We are also recognized leader in delinquent mineral interest lax collections. Our attorneys are available to personally assistbyou in all legal matters pet taining to the administration of property tax. In addition to delinquent tax collections, our proposal to you includes representation in any and all other ad valorem tax matters. Our firm treats delinquent tax representation as a service, not just a product. We work to represent you, the client. We will have attorneys available to answer all your tax questions at virtually all times. Please feel free to ask our clients about our availability. Our firm's computer capabilities are second to none in the tax collection field. A number of exhibits to this proposal are products of that. computer system. This system, however, merely helps us, because it is out personnel who actively pursue the taxes due our client. One of the advantages of a computerized luw firm is that the tax office is relieved of the burden of generating slWemenis and other documents for the law firm's mailings. We will assume any expenses of providing comp 1t!rized information to our firm by the City, AMARILLO 'ARLIfCGTOt4' HOUSTON - LUBBOCK. TYLEF!.WiCH?TAFALLS y We offer to perform these services at a fee of 15% of the taxes, penalties and interest collected, A ~ you are aware, this fee is to be entirely recove,ed from the delinquent taxpayer. Persons Authorized to make Representaions on behalf of the offerer: C, David Fielder, Partner John J. Horn 111, Partner Brian Corcoran 4025 Woodland Park Blvd„ Ste 300 Arlington, Texas 76094-0430 1.800.772.5490 Thank you for considering this proposal to collect your delinquent taxes. Please feel free to call for any further clarification of our proposal. Sincerely, C. David Fielder Partner y , a Tile of ont~'1~S Proposers Experience Scope of Services Taxpayer Notification 3 Address Research 3 Mineral Interests 4 Legal Assistance S Litigation 6 Title Research 6 Seizures 6 bankruptcies 8 Eminent ]Domain 9 Interventions 10 Response to Taxpayers 10 OpinionYMemoranda 14 Litigation Support System 10 Responsibilities of the City I1 Fiscal Year Collecdons and Schedule of Work I1 12 Computer Capability Hardwa: a 14 Software 14 14 Compensation 17 Reports 18 Resumes 19 f Table of Contents Continued Client List 27 r , Exhibits and Collection Figures 35 r. i 4 I I II r% 4 I I~ ~f I i II DELINQUENT TAX PROPOSAL for the E City of Denton Presented By; PERDUE, BRANDON, FIELDER, COLLINS & MOTT L.L.P. Attomeys at Law PROPOSERS EXPERIENCE PERDUE, BRANDON, FIELDER, COLLINS & MOTT is one of the eldest and largest law firms in Texas which limits its practice to ad valorem taxation law. The Firm was founded in 1970 and specializes in tax litigation and tax collections, We represent over five hundred (500) taxing entities, bringing Perdue, Brandon & Fielder into contact with the full range of problems and legal Issues concerning delinquent tax collections. Not only does our staff of twenty-three (23) attorneys have an excess of 200 years combined experience in ad valorem taxation, but they are capable of dealing with a full range of of legal Issues and problems concerning dalinquent tax collections and will assist you in any and all tax matters. We also have a well trained staff of tax support personnel and a computer department which stays on the leading edge of technology. ' E The Arlington office of the firm, established in 1973, has the largest legal staff of ail of the firm's six offices. The seven (7) attorneys comprising the legal talent of this office Is the largest ad valorem legal staff in the North Central Texas Council of Government's region. When you hire our firm, though, not only will these eight attorneys represent you, but our staff of twenty-two attorneys state-wide can be called upon to answer any un que problems which the City of Denton may encounter, Perdue, Brandon & Fielder would like to offer to the City he same high quality of service which we are providing our other Denton County clients. We are very familiar with the courts !n Denton County and the professionals working there. Our firm is an aggressive law firm, particularly on the collection of delinquent personal propery taxes, While we are aggressive we are also responsive to the special conditions that exist in Denton County, Denton County, like the rest of the state has experienced a decline in its tax base as a result of the nation-wide recession. We believe in obtaining voluntary payment from the taxpayer through the use of direct mall-outs and persuasive communication. However, because of the status of the economy of Denton County, we believe that in order to effectively collect the outstanding delinquent taxes, that we must be responsive to those individuals suffering economic hardship. For those people of Denton who :an show a wh ch will condition, we to payment ouriilfirm, shouldh he to establish stablish payment agreements as a collection policy. This is not to say, however, that we will be slow or hesitant about filing suit and foreclosing the outstanding tax lien. We are successful at getting payment of the taxes prior to the Initiation of lawsuit. Once an account is placed Into suit, we will continue to try to obtain payment from the taxpayer. Should the taxpayer still refuse to pay, we will then set the suit for judgment as soon as possible and proceed to sell the property on the courthouse steps, As you read through our proposal, you will note that we capable of collecting your outstanding delinquent taxes better than any other firm. We can collect more taxes for you because we are thorough in our work, aggressive when required, attentive to your community, and professional in our manner. We are your representatives. Proposal to the City of Denton, Texas Pape i { We believe that our goal is io maximize the City's deiinquent tax collections through the use of all of our resources in the easlest and most expedient way possible. Our team of experienced, committed professionals is ready to go to work for you and be a good reflection of your declsion to hire us. We are offering you our professional services to maximize your Collections of all of the delinquent taxes outstanding„ To summarize, Perdue, Brandon S Fielder is one of the oldest law firms in Texas ' which specializes in ad valorem tax collection. Not only are we experienced in delinquent tax collections, but we also offer our clients our current tax collection software which has been recognized by tax professionals state-wide as one of the best software packages for tax collection. We have a staff of trained professionals which are here to serve you and maximize your tax collections, We offer a variety of tax services to the City of Denton, at no cost to the City, Including represention ins Delinquent Tax Collection Lawsuits Bankruptcies Condemnations Tax Warrants • Seizures State Aid Value Studies Opinions and Memorandums Mineral Interest Collections Appellate Representation Interventions on Denton County and Denton ISD Delinquent Tax Suits Title Research Information The services offered above would be at no cost to the City and the Firm would be compensated entirely by the fifteen (15%) collection penaity allowed by law and paid by the delinquent taxpayer, It there are other services which we can provide that your City would be Interested in, we would be happy to discuss them with you. j Proposal to the C4 of Denton, Texas Pero 2 i SCOPE: 01' SERVICES 1 A. Taxpaser,\'otifwation The Firm's ability to produce both large and specialized mailings as well as manage the attendant data is unequaled. Mail-outs will be made pursuant to our proposed timetable, but the Firm is flexible so that it is ablo to adjust to the sohedule of the City and your tax office. We will mail out a minimum of three (3) mailing per year regardless of the amo.mt due. Our mail-outs are not just summaries with a total due, but are complete tax statements accompanlod by a letter from an attorney. We do have the flexibility to Include other forms in our mailing, if that is desired, or to mail within certain parameters, such as all accounts within a certain delinquency amount or a specific year. j The Firm's first letter Is a general taxpayer notification letter which is non-threatening but merely informative in nature. It will generally be sent out within one week of the date we receive our information from the Tax Office. Prior to mailing our second letter, the Firm will obtain paids from the City's tax office via magnetic tape or hard copy report so that we minimize sending letters to those taxpayers who paid as a result of the first lettor. We all understand the fury of a delinquent taxpayer who gets a second notice the day after he has brought his taxes current. The substance of our second letter is to inform the taxpayer that he has ignored our first letter and that the Firm now feels free to proceed to suit against him. Our second letter goes out 30 days efter the firEt letter. We also have available additional letters which ar^ used when the client desires follow-up mailings such as one each quarter. Many clier,; : wish to have this type of letter mailed • many do not. We also have a pre-suit letter whicin would be mailed 30.45 days prior to a suit being fled on a specific raccount, such a letter would be mailed at the discretion the Client. The Firm is firmly committed to making our system work for you and not force feeding you Into our system. We will modify to suit your particular circumstances and are willing to work with you when that need arises. In addition to our standard collection letters, we also have a number of other form letters to respond to specific circumstances which frequently occur. Chief among these are our Iienholder notification letters. Title work generally discovers Ilenholders and we have letters which we may send to them both before suit is filed or after suit Is filed. Coltectlon letters necessarily result !n many phone calls from delinquent taxpayers. Generally most questions will be answerable by our trained phone answering personnel, but for those taxpayers with unique problems or who would like to speak to an attorney, staff attorneys will be available for consultation. Should no attorneys be available when a call comes In, a message will be taken and an attorney will return the phone call as soon as possible, Proposal to the City of Denton, Toxns Page 3 11, AddressResearch The Firm's commitment to accuracy in contacting taxpayers is evidenced by the detailed attention we give bad nan b end address accounts. receiving the City's Upon data, the known bad nan a and address accounts are diverted to our research staff to begin name and address identification. The identification process continues with discovery through returned mail and on those accounts we are unable to locate on pending lawsuits. At the time of discovery, the 1=1rm's research staff enters a status code on the record which indicates a bad name/address on file. Accounts are prioritized for research and up to fourteen different sources are utilized In the Identification of a correct name and%or address (at no cost to the taxing district). As sources are consulted, results of the consultations are noted on the record. At any given time, we can provide a list of bad name/address accounts and the status of the research procedures. Upon correction of the record in our system, the Firm will forward corrections and source information to the City's tax office, One particular feature of the Firm's Address Research System that makes it stand out as exceptional is the fact the Firm is on-line with the National Credit Reporting System and we can accese its data base to locate new addresses for delinquent taxpayers. Details of the procedure are outlined on the following pages: DETAIL--ADDRESS RESEARCH PROCEDURE 1. Identifl,Vation of Bad Name/Address Accounts • Known from taxing district's data • Discovered through return mail • Discovered when unable to locate on pending lawsuit II. Enter Status Code On Record • "A" entered under status when discovery of bad name/address is from taxing districts d-ta or from return mail • "UTL" entered under "date of service" when defendant is unable to be located on a pending lawsuit IN. Priorities for Address Research • Sort by large amounts to smaller amounts Sort lawsuits from ran-lawsuits - 1, District suits, 2, County Court At Law, 3. J.P. suits IV, Research Sources • Return Mail New address request Proposal to the City of Denton, Texas Page 4 • Cross-checking between tax rolls of other enlilies stalewide 0 Telephone Directory of : 1. City of taxpayer's last known address; 2. City to which taxpayer may have moved (info received from taxing district or sheriff's office) 0 City Directory and/or Criss-Cross for: 1. City of taxpayers last known address , 2. City to which taxpn~ier may have moved • City Water Department - Contact Water Department in city of taxpayers residence for address verification • Credit Bureau Terminal (On-line with the National Credit Reporting Association) • Directory Assistance/Information (AT&T or MCI) • Miscellaneous Sources Depending on Type of Property - 1. Motor vehicle records; 2. Secretary of State Registrations; 3. DIPS Driver's License Records; 4. Volers Registration; 5. Check neighbors of last known address 6. Subcontracting with address locator firms; 7. Tax files of other jurisdictions; 8. Assumed Name Records; 9. Deed Records V. Correction of our Records • Maintenance of name/address • Indicate source of information Vf. Corrected Information to Taxing Districts: Results vary on age and amount of accounts, but we believe that approximately thirty percent (3000) of bad address accounts should be cleared within a year. Our Firm and our clients have found this process to be very successful. The Firm is continually upgrading it end adding new features as other information, becomes available. Once a new address is obtained, this Information can be communicated to the Tax Office by either magnetic tape or by wrMen report. R1inerat Interest Perdue, Brandon, Fielder, Collins & Mott are experts in the field of delinquent mineral interest tax collections. There Is no other firm which can match our thoroughness or aggressive techniques for collecting these outstanding taxes, Quite often, a mineral Interest is owned by a non-resident of the taxing entity which assesses and collects the taxes. Because the owner is a non-resident, they often do not pay the taxes and do not feel obligated to when notified that taxes aro due. As a resuh, the law firm which the City selects must have the resources to make the mineral Interest owner feel obligated to pay the delinquent taxes. Our firm Is capable of this and is very successful in getting payment of delinquent mineral taxes, even when the owner Is listed by the mineral valuation firm as "unknown." We do more than just send a letter to the delinquent mineral Interest owner, We have an in-house title research staff which goes to the County Clerk's office and abstracts the mineral Interest, whether it Is a working Interest, a royalty Interest or an override interest. We are also successful In finding good addresses for people and companies which the mineral valuation firm may not have picked up. Wa verity that the well from which the mineral interest was obtained is still in production and determine all the parties who have an Interest In the well and if there are any Iienholders. Next, we check to see who the operator of the well is and who Is responsible for gathering the oil or gas. If the well is still in production, we usually file suit for collect' on of the taxes once we have abstracted the lease. If a lienholder exists and the taxes remain unpaid Proposal to the City of Denton, Texas Page 6 1 I then the lienholder is amended into the suit as required by law, At this time we have the option of filing a lis pendens against all parties to the suit and sending a copy to the gatherer. This results in the gatherer stopping production payments to the defendents of th suit. Usually the defendents will pay at this time. However, there are some who still do not feel obligated to pay and we will obtain a judgment against these individuals and sell their mineral interest on the courthouse steps, Our Firm has been very successful in selling Royalty Interest on the Courthouse steps at Sheriff Sales, Should the well no longer be in production, our firm will have the option to instigate seizure proceedings, with the full cooperation of the taxing entity. against the owner if the delinquent taxes are for working interest. In this case, we will seize whatever equipment we can of the mineral interest owner and se'I it to satisfy the tax lien. LI;GALASSISTANCE, A. Litigation 1, Although every effort is made to collect the outstanding delinquent taxes through the taxpayer notification letters, litigation remains the final effort of collection. The County Courts At Law and the Justice of the Peace Courts are utilized for the personal property suits not meeting the jurisdictional requirements of the District Courts. The Firm makes every effort to include all delinquent taxes owed by a taxpayer into one lawsuit. This is accomplished through a computerized program to combine multiple accounts as received from a tax roll and a manual check of the delinquent accounts on the Firm's computer system for name variation. We believe this effort reduces the "heartburn" taxpayers develop over multiple lawsuits and alds in the reduction of the work load and time delays of the Court System. The litigation effort is supplemented by Tax Warrants (Seizures) and Bankruptcy Proceedings. If, during the course of litigation, seizure of the property becomes advisable, such an election of remedies will be discussed with the School District prior to a final decision on which course of action or remedy to pursue. The Firm will automatically file a claim with the Bankruptcy Court upon notification that a taxpayer has filed for bankruptcy whether the particular account(s) are in suit or not. If the taxpayer is in suit, we will not dismiss the action pending, but Inform the Court involved and abide by the automatic stay as directed by Federal Bankruptcy law. This policy avoids the refiling of a lawsuit if the property Is abandoned In the bankruptcy proceeding or the proceeding is dismissed and does not violate the automatic stay order. Seizures and bankruptcies are more fully discussed in following sections. Prior to the institution of a suit for collection, the real property Is abstracted, The res,uits of such w)rk is reflected in the original petition which Is filed with the Court. Listed are all of the necessary parties to such an action, to Include all fee holders, fienholders, abstract of judgment holders, fede a; tax liens, etc. The title Information wi l be forwarded to the City on the day it is requested bj the City. f Proposal to the City of Denton, Texas Page 6 i The Firm believes the unique advantage of in-house abstracting gives this Firm the ability to determine priorities among the requests for abstracting. In-House abstracting is performed at no cost to the client, This system of abstracting allows for updating abstract information when required during the pendency of a lawsuit, provides means for quality assurance in the work performed and allows for the inclusion of a complete legal description of the property in the petition at the original filing of the lawsuit, The Firm will supply any and all title information to the Client on any delinquent account if requested by the City. This information will reflect a full title search on the subject property and therefore would be very beneficial to the Client. In every instance, personal service of the taxpayer and other necessary parties is the goal. Other means of service (Service by Registered Mail, Return Receipt Requested, Restricted Delivery, Citation by Publication, and Citation by Posting) will be - used only when all efforts at personal service have been exhausted. The Firm strives for a sWft conclusion of lawsuits. As soon as it is permissible following Judgment, request for the appropriate form of execution is requested of the I Clerk's office for real property and/or personal property, including the abstracting of I judgments for all personal property. Our computer has the ability to prepare all necessary forms for the District Clerk and Sheriff's Department, including the Citation, Order of Sale, Sheriff's Return, and Sheriffs Deed. The District Clerk's Office appreciates our forms because it reduces the court's workload and increases the turn-around time between filing the suit and dismissing the suit as a result of taxes being paid. 2. We have been highly successful in suits at the trial level and appellate court level, not only against individual taxpayers but also against governmental bodies and regional organizatio is as well. A limited listing of our most recent appellate cases would include: 1. Grand Prairie Hospltal Authority vs. Tarrant Appraisal District, 707 SW2d 281 (Tex. App. - Fort Worth, 1986), cent denied. 2. Rothacker vs. Rockwall County Central Appraisal District, 703 SW2d 235 (Tex. App. - Dallas, 1985), cart denied. 3. Jimmy Swaggart Ministries vs. City of Arlington, 718 SW2d 83 (Tex App. - Fort Worth, 1986), no writ. 4. C. De Witte Loo, Indiv, & dlbla Loe's Hlghpolnt Resort vs. Pottsboro Independent School District, No. 05.84.011 04-CV, (Tex. App, - Dallas), unreported. 5. In the matter of Stanford, debtors, 826 F,2d 353 (5th Cir,, 1987), 6. Barclay vs. Ochiltree Appraisal District Board, 730 S2d 878 (Tex. App. - Amarillo, 1987), no writ, 7, Graham vs, Hutchinson County Appraisal Review Board, 776 SW2d 592 (Tex, App. • Amarillo. 1988), writ denied. 8. Dement vs. Hansford Central Appraisal District, 742 SW2d 620 (Tex. App. - Amarillo, 1987), no writ, I 1 Proposal to the City of Denton, Texas pegs 7 ~I 13. Seizures The Texas Property Tax Code provides for a method of seizure of personal y property. Our Firm has been very active in the seizure of delinquent individual and business personal property. The Code additionally provides for seizure to collect current ad valorem taxes under specific conditions. An example of %vhen seizing property for current taxes is allowed is when a business is closing and the taxpayer has no other property in the taxing jurisdiction. Under those circumstances, you may seize the property for payment of the current taxes. Since our Firm has been actively involved in seizures, we have developed the necessary forms and are familiar with the procedures employed to successfully seize property, Although the publicity that is normally received as a result of a seizure of property for taxes Is of significant benefit in improving collection, the primary purpose of a tax seizure is to collect taxes that, quite likely, would otherwise be lost. Therefore, this procedure has been well received and utilized by many taxing authorities represented by the Firm. ! The Firm has established a step-by-step procedure for seizures over the years and this procedure is as follows: 1) Identify the account to be processed: This is accomplished in close conjunction with the tax office and is usually based on two criteria. First, larger accounts and/or accounts with several years worth of delinquency are chosen, especially those business accounts more likely to have Inventory which is readily subject to seizure. Second, based upon Information received by the Firm or the Tax office, the Firm is prepared to act as coon as the paperwork is prepared - usually within two hours or less - to seize those accounts in danger of being lost in the near future, due to either a move out of county, impending bankruptcy, or threatened foreclosure. It Is Important to note that, as stated above In the section on litigation, a pending tax suit is not an obstacle to summary seizure and sale of the property which is the subject of that suit. 2) Send notice to the property owners: In those cases where speed is not essential, the Firm will notify the property owners that without additional notice, their property is subject to seizure and :.ale for non-payment of taxes. 3) Determine the feasibility of seizure: The Firm will inspect the property to verify the existence of property which can be seized and will, if there is a possibility of a pending bankruptcy, check with the Bankruptcy Clerk to ensure that no automatic stay Is violated. 4) Preparation of the application and warrant: We currently have within our computer software the ability to quickly print the necessary forms for seizure. These forms, which have been designed by the Firm, include the application (with the necessary affidavit from the Tax Collector), the order issued by the Judge for the issuance of the Tax Warrant, and the Warrant itself, Proposal to the City of Donlon, Texas Page a r 5) issuance of the Warrant: Once the --squired affidavits have been sworn to by the Tax Collector, the Firm will take the papery, fc to a Judge for review and issuance of the Warrant. Under the Tax Code, any Judge in the county where the seizure is to take place may be used. 6) Execution of the warrant: An attorney from the Firm will accompany the Tax J Collector and Peace Officer in the actual seizure of the property. this is done to protect l the Tax Office from any liability which could result from wrongful seizure (i.e. violation of an automatic stay, seizure of the wrong person's property, etc...). Jam, after seizure, e he t Firm wilpp epare thet necessary property of owner saslill le which emto pay the tax ust be sent to all persons with an interest in or lien on the property seized. This notice sets forth the time and place of sale. The Firm will, if requested, have an attorney present at the safe r of the property. Finally, the Firm will prepare the Bill of Sala conveying to the purchaser title to the property sold. I C. Bank,vptcics The Firm will handle all bankruptcy litigation concerning taxes owed to the City of Denton. The Firm will file all of the bankruptcy claims and review each bankruptcy's proceedings to protect the City's interest. At the Firm, we assign one clerk to handle and process all bankruptcy pleadings which are received. When a pleading comes Into our office, if a bankruptcy file has already been established, the file is pulled and forwarded for review to the attorney handling that file. If no file has been established, the records are searched for outstanding taxes and a claim Is filed should a tax obligation be found. The Firm has found that while most Bankruptcy Hearings do not involve tax claims, the Hearings that do demand Immediate attention are generally scheduled with little notice given. Notification Is generally less that twenty (20) days, and the quicker we receive the notification, the quicker we can respond. It is very frustrating to receive the notification the day after the Hearing has been held, but Bankruptcy Court is not designed for creditors, it is designed for debtors. Efficiently processing bankruptcy claims and pleadings Is an important priority to the Firm. Tax claims are generally filed and handled as priority claims under the Bankruptcy Code. While tax claims are generally treated as priority claims, the Firm files claims depending on the particular circumstances of the claim. If the tax becomes due after the taxpayer filed his bankruptcy action, we file the taxes as an ad,ninlstrative claim. If the taxes are on real property, the Firm takes the position that the claims should be filed as secured. When the taxes are on personal property, we file the taxes as a priority claim. proposal to the City of Denton, Texas Pago 9 D. Eminent Dumain (Condemnation) Upon receiving notice, the Firm will file the a affidavits in the Eminent Domain proceeding to establish ppropri pleading with supportive g your r District's tax lien. , An attorney of the Firm will be present at the Commissioner's Hearing, or any subsequent t Hearings, if the proceeding is appealed to protect the interest of the City of Denton. E. Interventions ' The Firm will intervene on behalf of the City of Denton on aN tax suits filed by any other taxing authorities on property located within the boundary limits Of the District. F. Response to Taxpayers The Firm makes every taxpayers, whether they are in he t form of erittenaletters oruestions telephones con bersations. Many past inquiries have been made regarding the appropriate person or office to contact to correct inaccuracies as to their address, property description, or valuations. The Firm not only notes this information In its computer system, but will inform the City's Tax Office of such information, as well as directing the taxpayer to the appropriate individual or office. It a taxpayer communicates that he or she no longer owns a piece property, we abstract the property to confirm or deny a change in owne ship.if the Inquiring taxpayer does In fact not own the real property, we change the information In the Firm's computer and send a new owner letter to the correct owner as well as provide such information to our client. However, if the deed records indicate the inquiring taxpayer still owns the property, the Firm reestablishes contact to determine the possible problem. A large amount of Inquiries come from delinquent taxpayers who have probiems concerning payment of taxes by their mortgage company and/or title companies at a closing, The Firm attempts to Isolate the particular problem present with the taxpayer. If all efforts by the taxpayer to resolve the problem fail, the Firm will communicate with the mortgage company and/or title company in an attempt to resolve the Issue of payment of the taxes without the necessity of a lawsuit, G. Opinions/htemoranduIns As part of the Firm's service to your District we will provide opinions regarding any ad valorem tax problem you are facing. Responses to such requests may be oral or by written opinion. In addition to requested opinions, the Firm has found it beneficial to advise its clients of key judicial decisions or a topic of common concern. In such instances, we will prepare Informational letters or memorandums. Proposal to the City of Denton, Texas Pape 10 H. Litigation Support System At the heart of the Firm's effort is its unique computerized litigation system. Although a litigation support system is normally not discussed or considered a part of legal assistance, the Firm believes it has developed such a system of litigation support that it must mention it within the context of legal assistance. The litigation support Is comprised of two (2) elements: (A) Personnel and (8) A computerized litigation support system, Through the years the Firm has assembled a staff of highly qualified and experienced attorneys in the area of delinquent tax and litigation, paralegls, and administrative staff, The majority of the Firm's attorneys gainedland possessed their expertise in delinquent taxes prior to joining the Firm. These attorneys previously served as City, County, and District Attorneys, This staff, in combination with the computerized litigation support system, creates the heart of the Firm's legal assistance in the area of litigation. The computerized litigation support system is the nucleus of activity in litigation. Petitions, judgments and related documents, releases, citation, orders of sale, abstract files, requests for admissions, interrogatories in aid of judgment and bankruptcy forms are only a few of the products generated by this system. The litigation tracking feature which this system provides not only enables the attorney and administrative staff to monitor litigation effectively and timely by means of displaying the summary of the status of a Individual lawsuit at the touch of computer terminal, but also is capable of producing written summary status reports for an Individual lawsuit or all current litigation for a particular client. This litigation tracking feature allows both the Firm as well as the Client to monitor the status of active litigation. This litigation support system of timely monitoring litigation by flagging key points in litigation and reporting the status, allows key personnel of the Firm the advantage of devoting more time to the purpose of which a law firm would be hired • representing the client. The monitoring of a client's account begins prior to the filing of a lawsuit, from the sending of notification letters to taxpayers, through the maintenance of the status codes (bad addresses, bankruptcy etc.), to the conclusion of litigation, the payment of delinquent taxes. f, Responslblitles of the City of Denton and/or its Tax Collector The Firm requests that the only responsibilites required of the City of Denton k and/or its Tax Collector would be to provide a witness for Court on all suits taken to judgment and to provide copies of lax records via magnetic tape. Proposal to the City of Denton, Texas Page 111 J. Fiscal Year Collections K Schedule of Work Perdue, Brandon, Fielder, Collins & Mott proposes to maximize your City's fiscal year collections by conducting at least three mailings annually, on all accounts and commencing to file suits within the first 90 days from the time the p accounts are turned over to the Firm for collection - on or about July 1 during a normal collection year. Howrver, with this proposal, should the City decide to hire us as their collection law firm, then the activity would start as soon as the delinquent taxes are turned over to us for collection. Should the City's tax office turn its accounts over to us by June 1, we will immediately start making collection letters on all delinquent years up to and including 1991. The City should start seeing an increase In revenues within thirty days titer the first mailing, Additionally, we will start abstracting property, particularly mineral interest accounts, and filing lawsuits on those accounts which the City would like to pursue, We will start reviewing all existing suits to determine which are ready to be set for judgment and sale. By reviewing these suits early, we can get then ready for judgment after the six (6) month clause of your existing contract is up. The condition of your delinquent tax roil will be analyzed and areas which are seen as having been ignored will get immediate attention. We will also outline a customized plan for diligently collecting all parts of your delinquencies, whether they are on real property or personal propery, old accounts or new, and large amounts or small. Schedule of Work }or Nor r; July I - July 8 Taxes received from the City of Denton's tax office and First Letters mailed to all delinquent propery accounts. Samples of all letters mentioned in this Section are attached as exhibits. July 1 - August 1 Attorneys will receive calls and respond to inquiries received as a result of First Letters. Bad address, hardship cases, etc„ will be coded into the computer and reported to the tax office. August 1 - September 1 Listing of paid accounts received from the tax office and Second Letters mailed to all accounts without a status code. We will update our records on a weekly basis if the City would like us to or we can do it monthly. Accounts will be selected for suit filing and abstracted. Particular attention will be given to those accounts consisting of delinquent mineral Interest. The City will be consulted as to which accounts it would like to have suit filed on. W3 will prepare a list of possible candidates and let the the City of Denton approve all or part of them, should the City wish to do so, Proposal to the City of Denton, Taxes Page 12 September 1 -October 1 Attorneys continue responding to inquiries and reporting to the District as necessary. We are now abstracting property on a confinuou3 basis in order to prepare accounts for suit and to clear up bad addresses. We are also now filing suits on a regular basis in order to enhance the City's collections. October 1 - Begin systematic filing of suits and seizure of personal property. Proposed seizures will be approved In the same way as proposed litigation. We will submit a list " of possible seizures and have your approval before the seizure. We are also notifying lienholders in those cases where titlework Indicates it would be advantageous. We will send out a Third Letter to those accounts which are not coded with a status nor have suit filed against them yet. On those accounts which titlework indicates a change of ownership, we will send new ownership letters. { I Proposal to the CH) of Denton, Texas Pape 13 ti COMPUTER CAPABILITY Perdue, Brandon, Fielder, Collins & Mott maintains a staff of computer programmers and specialists so that the Firm and thus vour City's lax office can have the benefit of a technologically superior collection system, Our Firm has been pioneers in the field of computerizing delinquent tax collections. There are two key individuals in our compul department who can answer any questions and give a very thorol+gh treatise of the Firm's technological innovations. Steve Johnson is the Firm's computer manager and is located at our Arlington office. Tony Clayton, from our Amarillo office, is the Firm's senior systems analyst. These two individuals are also responsible for developing cur current tax collection system which is the only current tax software program to meet all of the requirements of state law, HARDWARE Perdue, Brandon, Fielder, Collins & Mott completely owns all of the computers at each of our six offices. Additionally, we have a staff of programmers which are constantly working to provide the best possible service to our clients. Because the Firm enjoys these two distinct advantages over other delinquent tax law firms, we are able to devote more resources than any other firm to the pursuit of collecting your delinquent taxes. In terms of abso ule numbers, our computer hardware is superior to any in the business. The computer system is a Digital Local Area Vex Cluster consisting of five very powerful computers tied in together: a Vax 3900, a Vax 3600, a Vax 3100, and two (2) Vax 2000's. To put this into lay language, ^1or computer system is more powerful than one hundred and fifty (150) IBM At compatible personal computers. Our computers are supplemented by 152 terminals, 34 printers, 6 laser p;inlers, 5 high speed printers, and 7 IBM personal computers, By using the °Vaxciusler" technology, our computer system Is not limited in growth. Not only can more terminals, disk drives, and printers be added, but more mainframe computers can be added as well. SOFTWAREPRnGRAMS The computer software which our Firm uses has been completely custom written and is continually updated to reflect new developments In the field of software programming In order to facilitate the collection of delinquent taxes, Our staff of programmers remain on the leading edge of software development so the Firm can provide the best possible service to the Client. Our computer system utilizes the VAXNMS operating system and the Dibol computer language. Both the operating system and the computer languauge give the Firm the capability to accept data from virtually any other make of computer system. The Firm's computers are able to read tapes from the IBM systems, the UNIX systems and personal computer (PC) based systems. This ability gives the Firm the advantage of having greater reliability In the data transfer between thel District and the Firm. This ability also gives us an advantage over other delinquent tax law firms in that Proposal to the Chy of Denton, Texas Pago 14 Ilk we have reduced the turn-around time from receiving the tax Information to sending out the first delinquent taxpayer notification letters. The law firm maintains a copy of the delinquent tax roll on the computer system; the copy of the tax roll includes all the pertinent Information, such as name and address information, legal description, and individual taxes for each property, for each year delinquent. The file is updated with payment information, as we receive notification from the tax office, either manually or by computer tape. We receive computer tapes, with payment information from the tax office, either on a daily basis, weekly or monthly, whichever is practical and convenient to the tax office. Thus at any time we have an up-to-date copy of the delinquent tax roll. Maintaining a copy of the tax roll enables us to send statements to delinquent taxpayers at any time, The system will automatically calculate the penalty and interest based on the month and year the statement is - printed. Normally we send first letters immediately after copying the delinquent tax roll onto the system. Then a month later we send second letters, having updated the system with payments generated by the mailing, Subsequently we send third letters as we file our first law suits, although sending third letters is optional, at the tax office's discretion. We note bad addresses and begin address research, Also maintaining a copy of the delinquent tax roll enables the legal staff to select accounts for filing, knowing that they are working with an up to date record of the delinquent taxes. The Firm's taxpayer master record also contains other Information, a field for address research, a code which describes at what stage a particular account has been researched. Other information stored In the records include: (1) Partial payment information Is also stored In the individual taxpayer record. (2) A program prints a partial payment agreement, the agreement states the amount agreed to pay and and thedate the payment agreement was entered Into, this Information Is stored in the taxpayer master record. (3) The record Is coded to notify that a partial payment agreement has been set up, the record also contains fields which record the last payment date and the amount paid. (4) A report is printed each month which will print an exception for those accounts which have partial payment agreements, but show either no payment for the month or the amou,it paid to be less than agreed, we can take appropriate action, l as maJnIa Ing the when a lawlsuit Is filed InAll legal documents t are roll, printed from the Information Is legal document Is printed, the date Is recorded In a sult record. When an account Is selected for filing, a law suit record Is created, which will contain dates showing when I various litigation procedures are completed, These dates become the basis of a S litigatlon control system, which tracks law SL s from filing to judgment to tax sales. All the suit dates and information are automatically updated when the litigation programs are run, I ' The system can print a number of reports that use the dates in the suit record In Proposal 10 the City of Denton, Taxes Paga t5 i I order to inform the lawyers that suits are at the next stage of litigation. Thus the system aids the lawyers and staff in quickly identifying at what stage In the litigation process a particular suit is, and what action should be taken next. For each client the system records Information on how many law suits were filed, how many went to judgment, how many were settled by sending lien holder letters, how many suits we intervened on behalf of the tax office, the number of tax sales and the number of tax seizures. This information is stored on a yearly basis, and is kept for five years. Reports can be produced to show the figures for the current year and also for past five years, or since the inception of the contract. The Firm can provide the City of Denton with the most comprehensive set of reports which will reflect the activity undertaken by the Firm to collect ycur delinquent taxes. I I i Proposal to the City of Denton, Texas Peso is COMPENSATION The proposed percentage to be paid to this firm as compensation for all services set forth herein is fifteen (15%) percent of the total amount of delinquent taxes, penalties and Interest as authorized by Section 33.07 of the Texas Property Tax Code which are actually collected and paid to the City of Denton's tax office from delinquent accounts which are referred to this firm. The fifteen (15%) percent of the total amount of de!inquent taxes, penalties and interest will be charged to the delinquent taxpayer as a penalty to defray costs of collection pursuant to the Code, thus resulting in a one hundred (100%) percent recovery of delinquent taxes, penalty and interest to the City of _ Denton. Proposal to tho Ctty of Denton, Texas Pego 17 REPORTS Perdue, Brandon, Fielder, Collins & Mott has develcped a number of reports which can be generated on a monthly basis, These reports, samples of which are located in the Exhibits section, include; (1) Monthly Activity Reports (2) Year by Year Analysis of Tax Roll (3) Account Analysis of Tax Roll (4) Descending Order Printout (5) Tax Roll with six months of penalties and interest The Firm's computer system does an internal scan of all accounts twice every month. From these scans, information Is stored in the system enabling the Firm to malntaln a historical analysis of each Client's account activity and the information may also be formatted and printed as Reports (t), (2), and (3) above. Additionally, should the Information be requested, this information may be acquired in hard-copy form at any time during the month by scanning the accounts at the time of the request. The Firm also prepares lists of those accounts which are currently in bankruptcy showing not only the taxpayer's name but also the description of the property and the amounts of tax due for each year. A similar list of accounts with bad addresses Is also available, In addition, the Firm's In-house programmers will develop additional reports as requested by the City's staff, Proposal to the City of Denton, Texas Page 18 it Resumes HOWARD- EROV. Born October 46, 1937, Dallas, Texas EXPERIENCE 1955-1959, Chiol Ouyuty Tax Assessor-Colla,Wr, Ciry of Irving. Texas; 1960 TaA Asses sca.C,61octor, City of Farmers Branch, Texas; 1963-1967, Councilman, City of Irv'Ing, Texas, 1965 Assistant UiSlnd Ahamey, Dallas County , Texas, Tax Collerton Olvislon; 1967.1970, First Assistant City A;torri City of Amarillo, Texas; Chief Tax Anomny for combiaod tax offices of City, School, College and Hospital DistncLs, 1970-Present: Private Law Practice, Lirrrded b Ad Vaiorom Tax Co!lec6ons, Chairman, Anomoys Committoe, Texas Association of Assessing Officers; Foenor Advisor, Texas Legislative, Property Tax Commit:eo BAR ADMISSIONS AND MEMBERSHIPS State Bar of Texas; United States District Court Northern District of Texas; Unitod States D sinct Court, Western Dis'ncl of'rexas. Unllei States Supreme Ceu4 PROFESSIONAL MEMBERSHIPS State Bar of Texas; Tarar I County Bar Association, Callas County Bar Association, American &n Association, Texas Assoclation of Assessing Officers; Texas Association of Appraisal Dislr crs EDUCATION North Tcxas Stall University, Bachelor of Business Admfnietretiom, Southern Melhod,st Urivers ty, School of Law, Doctor of Jurisprudence LARRY @EAND-ON Bern March 6, 1939, Li Linda, Caiifomia EXPERIENCE 1907.1970 AisistantCity Anomyy, City of Ar,lenlic, (19(6.1970, Tax Division); 1970-t071. First Assistant City Alomcy, City of Amarillo ()-lead of Tax Division, in addition to otherdutos}, 1971-Presenl. Prvato Law Practice, Limited to Ad Valorem Tax Collentons BAR y DMISSIONS AND MEMBERSHIPS State Be( of Texas; United States District Court, Nnrthem Dislnet of Texas, Unitod States Court of Appeals, Fifth Circuit; United Stales Suprt,me Court PROFESSIONAL MEMBERSHIPS Fortner Chairman, Anomoys Committee Texas Association of Assessing Offica% Texas Tax Assassors Association; Amanllo Bar Association; Amerkan Bar Associallon; State Bar of Texas; Phi Alpha Delta Legal Fratem ty; Lecturer, Texas Association of Assessing Officers Continulrg legal Educalon Programs, 1076.1977; Presented Delincluonl Tax Coilechen Program at 35th Annual Slate Conference of Texas Association of Assessing Officers, 1974 EDUCATION West Texas Stale Uftersity, Bachelor of Businass Admirialralloni Baylor Univers ly Law School, Bscholor of Law (LL S ) D,DJAVID-FIELDER Porn February 22, 1947, Houston, Texas EXPERIENCE 1072: Assimar,t City Attorney, City of Amarillo, Texas; 1972.1975 Ass stanl County Alloni Chro1 Tax Attorney for POW Couhfy, Texas: 1974-Primi Private Law Practics, LlmiWd to Ad Valorem Tax Colloccons; 1964 Lecturer, Ci!ii Ir. Collsgo, (Abilen9 Campus) Property tax Law BAR ADMISSIONS AND MEMBERSHIPS State Bar of Texas United States District Court Northern District of Texas; United States Supreme Cddrl PROFESSIONAL McMBERSHIPS Texas Bar Association; Tarrant Bar Association; Dallas County Bar Assdclaton, American Par Association, Texas Association of Assessing Officers; Texas Associabon of School Administrators, Texas Association of Appraisal Dislrics, Texas Asrociaton of County Assessors EDUCATON UnN4rslty of Texas al Austin, &Icholor of Businoss Adminlsiratlon Finance, t9tt9, Univers ty of 1 exal. chool of t aw Doctor of Judspn donne, 1071 Proposal to the I of Donlon, Texas Page 19 r++~W JAMUL41 COLLINS Bom March 15, 1953, Bartlosvllle. Oklahoma EXPERIENCE 1975. taw Clerk, Miler, Miller & Shackelford, 197a-I WO. Assistant District Attorney for Randall Courl Texas, 1930.19a2 Private General Practice, Amarillo, Texas, 1982-Prosent, PH404 Law Practice, Limited to Ad Valorem Tax Colleclions BAR ADMISSIONS AND MEMBERSHIPS Stale Barof Texas. United Stales DlsMcl Court, Northern District of Texiu PROFESSIONAL MEMBEFISHIDS, American Trial Lavryers Association. Amanllo Bar Association; Amarillo Junior Bar Association; 1:80.1901, Vice Prosidont. Arranto Junior Bar Association, 1981-1982. President, Amarillo Junior I Association EDUCATION Weal Texas SI University, Bachelor of Science in Public Administration, December 1974; Dean's List 1973 A 1974, Texas Tech University School of Law, 0cotcr of Junsprudonca, 19781 Associate Editor of Texas Tech University School of Law a Lew Review, 1976.1977; Board of Editors and Business Managei of Law Review. 1977.1978 Texas Tach Lew School Netlonal Mock Trial Competihon I QREGG M. MCLAUGfU4 Bom August 1, 1960, San Antonio, Texas EXPERIENCE. 1971-Presanl, Urilod Stales Army Reserve Officer, Military Intelligence; 1976.1975. First Asstetant City Anomey, City of San Angelo, Texas; Chief Prosecutor, Eminent Domain, and Planning and Zoning, 1976.1963. Asaillanl City Attorney, City of Grand Prairie, Texas; Colloction of Ad Valorem Taxes, Chief Prosecutor, Planning and Zoning, Damage Clains, end Director of Municipal Ccurl: 1983-Prosont. Private Law Practice, Limited to Ad ValoreT Tax Colloctlone BAR ADMISSIONS AND MEMBERSHIPS State Bar of Taxes; United Su1es District Court, Northern Northam District of Texas PROFESSIONAL MEMBERSHIPS State Bar of Texas; Texas City Attorneys Association; American Bar AasocVetion; Phi Alpha Datia I Fretemity, Inismalionah, Texas Association of Assessing Officers; Texas Asw41tion of School Assessors; Texas Association of Appraisal Districts; Reserve OMicii Assoclatlon EDUCATION Baylor University. Bacholor of Ads In Political Science end Oral Communications: Radio, Te'ovision and Film; Baylor Unlvorsity, Peal Graduate Work: Sociology; Baylor University School of Law. Doctor of Jurisprudence RODERTAIMM Bom January 21, 1950, Austin, Texas EXPERIENCE 1977.1(181: Private Lew Practice, Austln; 1911.1917; State eomplrollerof Putdic Accounts Stefl Anomsy; 1979.1981: Stale Properly Tax Board, Educational Oooedinator, Staff Allorl 1961.1984, Hams County Appraisal Oistncl Diraclor of Standards d Proceduros, Staff Allorri 1904-Presont: PlI Law Practice, Limned to Ad Valorem Tax Collections Appraisal District Representation BAR ADMISSIONS AND MEMBERSHIPS r State Bar of Texas United Stales District0ourt Southern District of Texas PROFESSIONAL MEMBERSHIPS Chairman of Texas Stale Bar Commilloo on Ad Valorem Taxation, 1964 to Present; Chairman of Taxes Association of Assosang Olfioers Cducallon Commitloo. 1984 EDUCATION Lamar University, Llndorpradusle, 1968.1 910, University of Texas, Austin Sact,olor of AM • 1972, Master of An% t 975 Doctor of JurispNderec • 1377 Proposal to the City of Dontrlt, Tema Pape 20 & BRU-CEIMEDlEY Brim April 29, 1957, Houston, Texas EXPERIENCE 19"'Presanl. Pnvalo Low Practice, Limited to Ad Valorom Tax Collocoons BAR ADMISSIONS AND MEAIBERSHIpS I Slate Bar of Texas, United Stales Distrci Court, Northern Orstncl of Texas PROFESSIONAL MEMBERSHIPS , Texas Bar AssociaDOn, Yexa,a Young Lawyers' Association, Amodr:ao Bar Association • Young Real Property, Probale, and 1 rusl Law: TexaAAssociaton of Assessing 011icets; Phi lavryon'Divas on and Section of Certified Instructor, Stale Alpha Doha Legal Fraternity, International, Property Tax Board EDUCATION P C$ Un vanity, Bachelor of Arts In History and Pol'r ca! Sconce Doctor o! Jun • I',mi;donp's flonor poll 1970, University of Houston Law Center, sprudoncs • CasenotoiCornment Editor. Houston Journal of Inlematonat Lew I I j I 'LERBY~N-yiy}i1TE Born October 1, 1956, In Tacoma, Washington 1977.1070 Clerk lot Cdy Attorney, City o!Lubbock, 2 Y ark-Assistant Counsel to Phillips petroleum Company; 1g89•P+as. Pdvale Lew Pnchco, LfrWtod to Ad Valorem Tex Collections nnl BAR ADMISSIONS AND MEMBERSHIPS Stale Bar of Texas; United States Dfsldct Court, Norfhem District of Texas PROFESSIONAL MEMBERSHIPS Amarillo BarA3wciatron; Texas Bar Association EDUCATION SoulAam Methodist UnUn.vo s Bachelor of Science In Political Science, 8a Tech Univon Lew= ()color aiar of Applied Scancss In Criminal Justlco; Texas ity School of ()color of Jurisp rude nce; Hance, Thompson 8 Thomas Award KE i @HENNEN Born March 21, 1951, Pasadena, Texas EXP 1070 p»sanY, Pierce Cour,y P+oaocufola Office, Inlem; IR I•s95<N t"4-Pro Asslstanl Comdn3l Distdot AMomey of Randall Coumly, Texao; iii Pnvato Law Prl cl Lkmlad to Ad Valorem Tax Colectons BAR ADMISSIONS AND MEMBERSHIPS Sfafa Bar of Taxis; United £tatas Diaucl Court, A'oMom District of Texas; United Staten Suproma r ourt Texas Association of Appraisal Districts, TexasRAssoclakri of Aa ssing OV, ws, Texas Stale Bar Association, Amarillo Bar Association; Texas Young Letwirats Aaooclah'on EDUCATION Abi;ano Chdsfian Unfvealty, University of Puget Sound i School Proposal to the City of Donlon, Tons Peye 21 { HAfi41.D~R,~,w BomJaruary 3. 1947, Parton, Illinois EXPERIENCE 19754978. Asa;s!ant City Anomey, Wichita Falls, Texas, 1978.198o. Private Practice, 1481-1933 , Wlchila County Anomey, 1984.1984. Dislncl Attorney, 30th Judicial Dislncl tJanuary 1984 thru Decembor 1984); 1985-Prosont. Prtvale Law Prac6:e, Limited to Ad Valorem Tax Collections BAR ALMiSSIONS AND MEMBERSHIPS Stato Bar of Texas; United Status District Court , NOrthem Dislncl of Texas; United Slates Court of Appeals, Fifth Circuil PnOFESS10NAL MEMBERSHIPS State Bar of Texas. Wichita County Bar Association, Farmer MOmLer of Texas District and Count/ Aflomeys Association EDUCATION Mrdwesicm State Univorsity, Toxas Tech Law School, Doc lor or Junsprudence x[EAd61ABl~li41D~R.~9EA Bom March 26, 1P58, Cocoa Beach, Flonda EXPER ENCE 1981: CIOM, City Attorney, City 01 Wlchila Fails Falls, Texas; 19l law Clerk, Sh9m9 d Paco, Wichita Fails, Texas; 1983.1984 Private Law Practice, Wichita Falls, Texas, 1984.1985: Assistant County Attomoy, Wichita Falls, Texas; 1985.1987; Assistant Criminal District pnomoy, Wichita County, Texas, Civil and Folony Prosocution; 1957 • Present. Prlvalo Law Practice, Ad Valorem Tax Collections Limited to BAR ADMISStONS AND MEMBERSHIPS Slate Bar of Texas, United States Disldcl Court, Northam District or Texas PROFESSIONAL MEMBERSHIPS Stale Bar of Texas Texas Young Lawyoes Association; Phl Della Phi Legal Fraternity; Wichita County Bar Association EDUCATION Lambda Dolts. Alphas Chl,l Horrors Program C p oA tla3own,l Pros dar rs Council, Chl Omega;Universiyof Texas Schoolrof Law. Doclor of jurisprudence. a4th Honon, 1983 nE0R2E Dftj0 Born Juno 12, 1934, Canyon, Texas EXPERIENCE County196, 1; Texas; s 1anl9761City987: Aoomay JudSO 1 e, 81of Amantlo; 1962.1984; Privets law PracNo11064-1976: Criminal Distri ct Attorney, Randall st OimNicl Court, Pol& Randall Counties; 1987•Present, Pnve;o Lew Pretties, Limited to Ad Valorem Tax Collections GAP ADMISSIONS AND MEMBERSHIPS United Stales Distdcl Court, Northam Distdool Texas; Texas state BarAssocietron PROFESSIONAL MEMBERSHIPS r Board Certiflod Criminal Law, T'll Board of Legal a Texas Spoclall,atian; Texas Association of Appraisal Duls, Amarillo Bar Ae Texas ss Aj$oclaion Maociatlon of School of yusesiog Officaro Toxas City i 9om4n1 Asseclation; Texas Tx Phi Alpha Dilta A39030 1 Association, Tex inhtratrs; Legal Fratomiy; Member, Texas Adult Probation Corntril Masonic Lodiira; Lubbock Scoltsh Rita Cons'sfory; Khlva Shone Temple EDUCATION West Texan State UntloraJy, University of Texas Schcol of Low Proposal to the City of Denton, Toxas Pa9a 22 I LAUfi"-MQNRQE E!om January 11, 1956. Fort Worth, Texas EXPERIENCE 1989-1967. Assistant City Attorney, Lubbock, Texasl 1987 • Present Pnvate Law Practice, Llmitod to Ad Valorem Tax Collocbons i BAR ADMISSIONS AND MEMBERSHIPS State Bar of Texan; United States District Court, Northern District of Texas PROFESSIONAL MEMBERSHIPS TexasYeung Lawyers Associiton; Lubbock County Young Lawyers Association, 1986.1987. Treasurer, 19B7.1989 Director j 1989'. Liberty Doti Award Committee Chairman 1989. 199o. Socratary: Lubbock County BAf Aasociaton, 1989 • 1990. 1 Treasurer. 1969. 1990, Law Day Committee Chairnam, Texas Young Lawyers Association, Texas Association of Appraisal tntnuing Education Districts; Texas AsPrroogr mrs, West Texas Bankropi y Bar Assocla ions Lubbock County Bar Association ELUCATION Stephon F Austin Stale Unlvorsity, Bachelor o1 Science in Home Economics - 1977. Magna Cum Laude and Honor Roll; Texas TaachersCortilica%, Alpha Chi, Scholastic Honor Fraternity, Phi Upsilon Omicron; Texas Tech University, School or Law, Doctor of Jurisprudence, 1982: Phi Alpha Delta, Law Fraternity; Studont Bar Associa! on; Third Place, Advanced Intramural Client Counseling Competition, 1981 I • ~ DAVIQA,.~7~lYlELLIS9N Bom May 9, 1953, Crosby County, Texas EXPERIENCE 1979.1987. Jones, Trout, Flygare, Moody d Brown, Alromoys At Levi. Lubbock, Texas • General CNi1 Practice; 1987-Presonl, Private Law Practice, Limited to Ad Valorem Tax Collections BAR ADMISSIONS AND MEMBERSHIPS Slate &rr of Texas: Unites States Distktt Cou C foal iNorthern Supreme and Western tof the United SllTsxas, United Stales Court of Appeals for the Fifth PROFESSIONAL MEMBERSHIPS Lubbock County Bar Association; Lubbock CountyYoung Lawyers Assoclation; American Bar Associates; South Plains Lions Club; Texas Association of Appraisal Distrlcts; Texas Association of Asseaoing Officers; Texas Assucta4on of Appraisal Districts. Judges as Speaker, Texas and Trusts ng Young Lawyer g of LOfficers ubbocit Couny9 AmEdcation erican JPspmdexo Award Wills Nominate O and EDUCATION Texas Tech University, Bachelor of Business Administration; Texas Tech Uolveraily, School of Law, Ooetur of Junsprudeneo Bom August 15, 1953, Dallas, Texas EXPERIENCE G 1980.1iioggan, stant Williams & Harrtson, xl lf Preseri Private LawePra 4ce, cLimited to Ad Valorem Tex CotloeliensHoaM, BAR ADMISSIONS AND MEMBERSHIPS Slate Bar of Texas: United State$ O alricl Court Northam Dieldcl of Texas, United Staten District Court, Western Dislrol of Texas United Swiss Court of Appeals, Fifth Circult United States Supreme Court PROFESSIONAL M£MBr_RSHIPS sociation of School Absoctmon; Fir low, Texas AmoricanBat ~of Assessing Officers; Texas Association; Sart Antonio Bar Foundatm Association Delta Theta Phi Legal l f ratemty EDUCATION East Texas Slate University, Bachelor of Businoos Admin stmtion, 1975; SI, Mary's Unlvor ity of San Antonio, Doctor of Jur1spv- dslos,1978 Proposal to the City of Denton, Texas Page 23 i -OSCAR L sommE n; j Born May 4, 1954, Branham, Texas I EXPERIENCE 1988-Presont. Private Law Practice, Limited to Ad Valorem Tax Collections; 1987.19e8, Chicf Prosecutor, County Court at Law, Number Three, Monlgomery CountyAnomey, Conroe, Texas, Misdemeanor Prosocullon, 1 hI(1f P87 Seniorounty ! Investigator, Montgomery Count' pnomey, Conroe, Texas, 1980 1981 Police Officer, City of Conroe, loxes, 19781979 Deputy ShenH, Wharton County Shenffs Department, Wnarton. Texas BAR ADMISSIONS AND MEMBERSHIPS State Bar of Texas United Stale Dislrict Court SOuthem Distncl of Texas PROFESSIONAL MEMOERSHlPS Houston Ba Ass%iation; Texas District 6 County Allomeys Assoclalion, Texas Association of Assessing Officers EDUCATION r Sam Houston State University, Bachelor of Business Administration In Economics, 1977; Sam Houston Sale University, Master of Business Administration In Administmtian, 1982; South Texas College of Law, Doctor of Junsprudoxo, 1987 i 0 Born Sop'^mhor 2', 1955, Tyler, Texas l EXPERIENCE 1901-Present Pdvate Law Practice, limited to Ad Valorem Tax Co96ctions BAR ADMISSIONS AND MEMBERSHIPS Stele Bar of Taxes; United States Districi Court, Eaulem District of Texas; United States District Court, Northern District of Texas PROFESSIONAL MEMBERSHIPS Smith County Bar Assoclalion; Smith County Young Lawyers' Association; Texas Association of Assessing Officer; Texas Association or Appraisal Districts; Approved Instructor. Board of Professlonal Tex Examinara; Lecturer and speaker on properly tax Issues State Bar of Texas and Texas Association of Assessing Officers EDUCATION Thnily University, Bachelor of Science, 1976; Cum Lauds; Texas Tech School of Lew, Doctor at Jurisprudence, 1961, Due Key Natonal Honor Society; Who's Who In American Gallegos and Universities B.-UNUTAYINQHA Born September 4, 1968, Houston, Texas EXPERIENCE 1936.1989. Lew Cksrk, Pamiue, Brandon 6 Fielder, August 1969 Presenl: Private Law Practice, limited to Ad Valorem Tax Collections BAR ADMISSIONS AND MEMBERSHIPS State Bar of Texas PROFESSIO'JAL MEMBERSHIPS Texas Bar Association, Texas Young Lewyors' Assoclatlon; Arri Bar Association Texas Association of Assessing Ofllcera; r Phi Delta Phi Legal Fraternity, Tenant County Bar Assoclnb" EDUCATION Texas Lutheran College, Bachelor of Arts In Economics and Political Science, Magha Cum laude; Texas Tech University School 01 Law, Doctor of Jurisprudence 1980 Proposal to the City of Denton, Taxes Pape 74 a EIEVEN A. EDMISMN Bom Soplember4, 1937, Hamilton, Texas EXPERIENCE 1959.1962, Ollicer, U.S.. Corps of Enginears, Ft. Silt, Oklahoma; 1962.1977: Seles end Marketing executive, owner and loundor cl sevurat manulactunng companies. 1972.1961; Board of Trustees, Canobton•Fwnrors Branch Independent School Di91HCL Board Saere'3r/: 1950-1965. Private Practice, General Law, Dallas. Texas, I9al-Present: Private Practice. Ad Valorem Tax Cotlcetions, Board Member, Region 10 Education Service Canter BAR ADMISSIONS AND MEMBERSHIPS State Bar of Texas PROFESSIONAL MEMBERSHIPS r Texas Bar Assoc iaton. Texas Associatien of School Bcards: Tsxas Association ct Assessing Officers EDUCATION Texas A d M University, Bachelor of Science, Clvit Engineering. 1959; University Q1 North Texas, Master of Business Adminisi. ration, 19% Southern Methodist University School of Law, Doctor of Judspruienca, III I MICHAEL I DA LOW Sam October 15, 1959, Miami, Florida EXPERIENCE May 1990•Prssent. Private taw practice limited 1o Ad Valorem Tax Collection with Pedue, Brandon & Fielder, 1993.1990 Prappas 6 Darlow, P,C., Sharelvlderand Managing Partner, 1952.1953, Law Clark, Hebinick a Associates, Houston, Texas, 19e1.1982 Law Clerk, Groom, Migibco, Gibson, Bussell 6 Stewart, Houston, Texas BAR ADMISSIONS AND MEMBERSHIPS State Bar of Texas; United States Supremo Court; United States Fifth Circuit Court of Appeals; United States District Court lot the Southern District of Taxas; Ad Vatorom Taxation Section, State Bar of Texas PROFESSIONAL MEMBERSHIPS Houston BarASSoaietbn; Amodca i Bar Association EDUCATION University of Florida, Bacholorof Ali, Political Science, 1990; South Texas College of Low. Doctor of Jurisprudence, 1903 JOEEPRION03O]RIA Born June 5, 1957, Houslon. Texas EXPERIENCE August 1991•Prosenl: Private IsN practice Wiled to Ad Valorem Tax Coffecbon with Pontius, Brandon 8 Fielder, 1990.1991 A lsoctate with Law Offices of Daniel K. Trevino, Jr. P.C.; 1909.90: law Clerk with the Law Offices of Daniel K. Trevino, Jr, BAR ADMISSIONS State Bar of Texas s PROFESSIONAL MEMBERSHIPS American Bar Association, Mexican American Bar Association of Houston, Houston Bar Association EDUCATION University of Houston Bachelor of Arta, 1983, UnNiII of Houston Low Center, Judo Doctorate, 1909 Proposal to the City of Dantou, Taxes Pago 25 DIANA UMn Bom Sepfomber 13, 1951, Longviow, Texas • EXPERIENCE April 1992-Preseni: Fdvate law practice limited to Ad Vaiorem Tax Collection with Pardus, Brandon 6 Fielder; November 1991 APnI 1992. Private Lew Practice, 1 BAR ADMISSIONS l State Bar of Texas 1 PROFESSIONAL MEMBERSHIPS Amorican Bar Association, Association of Trial Lawyereof America, Texas Young La we s Asocledon EDUCATION Texas Southern University, Bache!cr of Ads; Texas Southom Unrvorsity, Juns Uoclorale l r ~r „ s Proposal to the City of Donlon, Texas Fago 26 =PIEFRIDUE,BRANOON, Avalon I.S.D. LDER, Avinger I,S,D. Avinger, City oftricts Azle I.S.D. { Azle, City of Abernathy I.S.D, Bailey County Abernathy, City of Baird, City of I j Adrian L S. D. Bardwell, City of Adrian, City of Bellevue I.S.D. Alanreed LS D. Senbrock, Co of Alba, City of Blackwell I.S.D, Alba-Golden I.S.D. Blackwell, City of Allison I.S.D, Bledsoe I.S.D. Amarillo Hospital District Bloomburg I.S.D. Amarillo Jr, College District Bloomburg, City of Amarillo I.S.D. Blue Ridge I.S.D. Amarillo, City of Blue Ridge, Town of Anahuac I.S.D. Soles Home I.S.D. Anahuac, City of Booker Hospital District Andrews County Booker I.S.D. Andrews [S.D. Booker, City of Andrews, City of Borger I.S.D. Anna I.S. D. Borger, City of Anton I.S.D. Bovina I.S.D. Anton, City of Bovlna, City of Archer City I.S.D, Bowie, City of Archer City, City of Boyd, City of Arlington 1,S.D, Briscoe County Armstrong County Briscoe 1,S.D. ' Aspermonll.S.D, Brontel.S.D. Bronte. City of permont, City of Atlanta I,S,D. Burkbumett I.S.D, Atlanta, City of Butbumett, City of Burleson I.S,D. Proposal to tho City of Denton, Texas Page 27 Burleson, City of Commerce Water District Bushland I.S.D. Conroe I.S.D. Byers I.S.D. Coppell I.S.D. Bynum I.S.D. Corinthian Point M. U. D. Cactus, City of Cottle County Campbell I.S.D. Cotton Center I.S.D. Canadian I.S.D. Crosby County Canadian, City of Crosbyton I.S.D. Canyon, City of Crosbyton, City of Carson County Crowley I.S.D. 'i Cass County Dafhart I.S.D. Castleberry I.S.D. Dalhart, City of Castro County Dallam County Cedar Hill I.S.D. Darrouzett Hospital District Cedar Hill, City of Darrouzett I.S.D. Celina IS.D. Darrouzett, City of Celina, City of Dawson County Channing LS.D. Dawson I.S.D. Channing, City of Deaf Smith County Childress County Denton County M. U. D. #2 Childress I.S.D. Denton County M. U. D. #3 Childress, City of Desoto I.S.D. Cisco, City of Dickens County City View I.S.D. Dickens County Water Control d Clarendon I.S.D. frnprovement Dist-1 Clarendon Junior College District Dickens, City of Clarendon, City of Dickinson I.S.D. Claude I.S.D. Dimmitt I.S.D. Claude, City of Dimmitt, Crty of Clear Creek Drainage District Donley County Cochran County Donley County Hospital District Colleyville, City of Dumas I.S,D. Collingsworth County Dumas, City of Commerce I.S.D. Eagle Mountain-Saginaw ISD Proposal to the Ctty of Denton, Togas Page 28 I East Chambers County CISD Franklin County Water District East Coke County Hospital District Frenship I.S.D. Eastland, City of Friendswood I. S. 0. Edgewood 1,S.D, Friendswood, City of Edgewood, City of Friona I.S.D. Electra Hospital District Friona, City of Electra I.S.D. Fritch, City of Electra, City of Fruitvale I S.D. --r Elkhart I.S.D. Gainesville I.S.D. Ellis County Garland, City of Ellis County Levy Improvement District Glen Rose I.S.D. #2 Glen Rose, City of Ellis County Levy Improvement District #3 Godley I.S.D. Ennis I.S,D. Godley, City of Ennis, City of Goldburg I.S.D. Estelline I.S.D. Graham I.S.D. Fannindel I.S.D. Graham, City of Farmers Branch, City of Grapevine, City of Farwell Hospital District Grapevine Colieyville L S. 0, { Farwell I.S.D. Greenville I.S.D. Farwell, City of Greemille, City of Ferris f,S.D. Groom I.S,D, j Ferris, City of Groom, City of Fisher County Gruver I.S,D. Fisher County Hospital District Gruver, City of Floyd County Gunter I.S.D. Floydada I.$. D, Hale Center I.S.D. Floydada, City of Hall County Follett Hospital District Hall County Hospital District Follett I.S.D. Haltom City, City of Follett, City of Hansford County Frank Phillips Junior College Happy I.S.D. Franklin County Happy, City of Harris County W. C. I. D. #92 Proposal to the City of Denton, Texas Page 20 i Had I,S,D, Hutchinson County Hospital District Hart, City of Idalou I.S.D. Hartley County Idalou, City of Hartley I.S.D. Iowa Park I.S.D, Haskell County Iowa Park, City of Haskell County Water District #1 Jacksboro, City of Haskell Hospital District Jacksonville, Ciry of Haskell I.S.D. Jefferson 1,8 D. Haskell, City of Johnson County Haslet, city of Josephine, City of Hedley LS.D' Justin, Ciry of i Hedley, City of Kamack [S.D. Hemphill County Kelton I,S,D. ' Hemphill County Hospital Hereford LS D. Klondike LS.D. ~ . Hereford, City of Kress f,S.D. Kress, City of Higgins Hospital District Ladonia, City of Higgins I.S.D. Higgins Lake Worth I.S.D. , City of Worth, City of High Plains Water District Lake High Plains Water District Lakeside City, City of High Plains Water District #1 Lakeside, Town of Lakeview I,S,D. Highland LS.D' Highland Park I.S.D. Lakewood Village, City of J Highland Park I.S,. Lamesa I.S,D. Highland Park, Town of Lamesa, City of Highland Village, City of Lancaster (.S.D. Lancaster, City of Hobbs I,S.D, lazbuddie I.S.D. Nodcley County Lazy River Improvement District Hockley Counly-Wide I,S.D, Lelors LS. D. ~ Holliday, City of Le}ors, City of Houston County Levelland (,S.D. Hubbard, City of Levelland, City of Hutchinson County Linden, City of Proposal to the City of Denton, Texas Page 30 Linden-Kildare I.S.0 Miami, City of Lipscomb County Mineola LS.D. Llano Estacado Water District Mitchell County Lockney LS D, Mobeetie LS.D. Lockney, City of Mobeetie, City of Lone Oak, City of Montague 1.S.D. Lo,aine t.S.D. Montgomery Co. Fresh Water Dist. #f6 Loraine, City of Montgomery County M. U. D. N15 Lorenzol.S.D. Montgomery County Water Lorenzo, City of Improvement District kt Lubbock Central Appraisal District Montgomery, City of Lubbock County Moore County Lubbock County Hospital District Moore County Hospital Lubbock County Water District Morton I.S.D. i Lubbock I.S.D. Morton, City of Lubbock, City of Mount Cairn 1,S-D, { Lubbock-Cooper I.S.D. Mount Calm, City of Mackenzie Municipal Water Authority Mt Vernon, City of Mackenzie Water Authority Muleshoe Area Hospital District Magnolia, City of Muleshoe I.S.D. Malone, City of Muleshoe, city of Mansfield, City of Naples, City of Marietta I.S.D. Nazareth I.S.D. Maud I.S.D. Nazareth, City of Maud, City of New Boston, City of Maypead [.S.D. New Deal LS.D. Msypeart, City of New Deal, City of Me Leod LS.D. Newcastle LS.D. McLean I.S.D. Newcastle, City of McLean, City of Nocona Hospital District ' Melissa, C&I of Nocona L.S.D Memphis I,S.D, Nocona, City of Memphis, City of Nolan County Miami LS.D, Nolan County Hospital District Proposal to the City of Donlon, Texas Page 31 ti North Central Water Authority Plainview I.S.D. North Plains Water District Plainview, City of Northwest Dallas County Flood Control Plemons•Stinnett-Phillips I. S. D. District Polter County Northwest I.S.D, Pottsboro I.S.D, O'Brien, City of Pottsboro, City of O'Donnell LS,D. Prairie Valley I.S,D. O'Donnell, City of Princeton I.S.D. Oakhdge North, City of Princeton, City of Ochiltree County Pringle-Morse I.S.D. Dedham County Queen City I.S.D. j Olney Hospital District j ? Queen City, City of Olney I.S.D. Quinlan I.S.D, Olney, City of Quitaque, City of Ovilla, City of Quitman I.S. D, Paducah I.S.D. Quitman, City of Paducah, City of Palls I,S.D. Paint Creek I.S.D. Palls, City of M Palmer I.S. D. Randall County Palo Duro River Authority Ransom Canyon, City of Panhandle Ground Water District #3 Red Oak LS.D. Panhandle ),S.D. Richland Hills, City of Panhandle, City of River Plantation M. U. D. I ParmerCounty River Road I.S.D. Patton Springs I,S.D, Robert Lee I.S.D. Paul Pewitt I.S.D. Robert Lee, City of Pecan Gap, City of Roberts County Penelope I.S.D. Roby I,S.D, Perryton I,S.D, Roby, City of Perryton, City of Rochesterf,S,D, Petersburg I.S.D. Rochester, City of Petersburg, City of Roman Forest, City of Petroiia, City of Roosevelt I.S,D. Pilot Point, City of Ropesville I.S.D. 1 r Proposal to the City of Denton, Texas Page 32 17 i Ropesville, City of Spur, City of Roscoe I.S.D. Stagecoach, City of Roscoe, City of Stanley Lake Municipal Utility District Rosenberg, City of Stanton, City of Rotan I.S.D. Stinnett, City of Rotan Municipal Water Authority Stonewall County Rotan, City of Stonewall County Hospital District Royse City I.S.D. Stonewall County Water Control & Improvement No. I r Rule LS. D. Rule, City of Stonewall County Water Control & Improvement No. 1 Saint Jo, City of Stratford Hospital District Saltillo I.S,D. Stratford I.S.D. Sam Norwood I.S.D. Stratford, City of Sanford i.S.D j Sudan I.S.D. Sanford, City of Sudan, City of Shallowater I.S.D. Sulphur Bluff I.S.D. Shatlowater, City of Sunray LS.D. Shamrock I.S.D. Sunray, City of Sherman County Sweetwater I,S.D, Silverton I.S.D. Sweetwater, City of Silverton, City of Swisher County S Town of Swisher Memorial Hospital District Slatonaton, City of Tatum, City of Smyer I,S,D. Texhoma I.S.D. Smyer, City of Texhoma Memorial Hospital District Somervell County Texhoma, City of Somervell County Water District Texline LS. D. South Plains Junior College Texline, City Spearman 1.5.D. Three-way LS.D. Spearman, City of Throckmorton County Spl¢rndora I.S.D. Throckmorton l.S.D. Spring Creek I.S.D. Spring I.S,4 Throckmorton, City of . Spur LS D, Tom Bean I.S.D. Proposal to the City of Denton, Texas Pege 33 Tomball 1.8,D. Wichita County Water Control & Imp, Trenton, City of Dist #1 Trophy Club, Town of Wichita County Water Improvemen! District No. 2 Tufia LS. D. Wichita County Water Improvement Tulia, City of District No. 3 Turkey, City of Wichita Falls I.S.D. Turkey-Quitaque C.I.S.D. W.Chitd Falls Junior College District University Park, City of Wichita Falls, City of Valley Creek Water Control District Wildorado I.S.D. Valwood Improvement Authori!~ ~ Wilmer, City of Van, City of Windthorsl i.S.D. Vega I.S.D. Wolfe City, City of Vega, City of Wolfforth, City of Venus LS. D. Woodside I.S.D Venus, City of Woodside. City of Walcott I.S.D. Yellow-Water Water District Waxahachie I,S.D. Young County Waxahachie, City of Weinert I.S.D. Weinert, City of West Tawakon1, City of Wheeler I.S.0, Wheeler, City of White Deer LS. D. White Deer, City of Whiteface LS,D. Whiteface, City of Whitewright LS.D. Whitewrighl, City of Whitharral LS 0. Whitney I.S.D. Whitney, City of Wichita County Proposal to the Cfty of Denton, Texas Page 34 F PERDUE, BRANDON, FIELDER, COLLINS & MOTT L.L.P. EXHIBITS 1. Tax Statement 2. Abstract Report 3. Original Petition 4. Monthly Activity Reports 5. Year by Year Analysis of Tax Roll 6. Account Analysis of Tax Roll ' 7. Descending Order Printout 8. Partial Tax Roll with Six Months P & I Proposal to the City of Denton, Taxes Pago 35 i I I ##A##*#iAAkRRAA##kAAi#######*####**R#A*R#*#####*##* A # # D E L I N Q U E N T T A X S T A T E M E N T # ##k##*##i##II#**R##*A##ARk##*RR#R##AARA*##►#RR#A#*R4 JOHNSON COUNTY TAX OFFICE P- 0- BOX 75 CLEBURNE, TEXAS 76033 . ATTORNEY NO, 9218 MACKEY BETTY SUE 766 P 0 BOX 148 GODLEY TX 76044-0000 1 ' LEGAL DESCRIPTION YEAR AMOUNT PEN a INT AB/LT-NE PT 7 TR/BLK- 16 GODLEY TOTAL 126-3100-00536 TOTAL DUE FOR JOHNSON COUNTY 91 1'27 ,51 1.78 /LT-NE PT 7 TR/BLK- 16 GODLEY 1.78 126-3100-00536 TOTAL DUE FOR GODLEY INDEPENDEN 91 1.96 . T SCHOOL DISTRICT 79 2.75 AB/LT-NE PT 7 TR/BLK- 16 GODLEY 2.75 126-3100-00536 'OTAL DUE FOR CITY OF GODLEY 91 29.07 40.79 11.72 40.79 ~ *#AAAkRA*AfAA*RAAk#RiARARRAAAA#A*#RRA*A*f*RAf**AR * PAY THIS AMOUNT FOR NOV 1992 kA*RAAAA*ARAk*AAMARA*AAR*AAAA*AAA#AAR*kAk*A*f*AAR RUN DATE: 25-NOV-92 PERDUE BRANDON 6 FIELDER PAGE 001 4 A 8 S T R A C T L I S T I N G JOHNSON COUNTY FILE ADDITION LOT BLOCK ABS ACRES/ LEASE SECT SoQ. NAME NUMBER NUM NUM MINERA., NUMBER NUM OU0977 FISHERMAN'S PA?J.DISE 14 B SURVEY NAME: A3STRACT DATE: 10/12/92 LAST OWNER NAME: LOVELL, CECIL B ETUX GEOGRAPHICAL CODE 126-4227-01140 ABSTRACTOR: DIANN - 10112192 MODIFIED BY: CHRIS ' - 11/10/42 CHECK LIST DILIGENT SEARCH LIST D. OF TRUST Y BILL OF SALE Y PHONE BOOK N MECH. LIEN Y LIS PENDENS Y CITY DIR N VOTERS REG. N ABST JDMT Y ASSUMED NAME Y WATER CO. CO. PROBATE REC. N ELEC O. N FED TAX LIEN Y i ~ ST TAX LIENS Y L.HOLDER ADD. Y DEATH REC. N TAX TOLL N TAX OFFICE N PROPERTY INSPECTION REL OF LIENS Y MARKET VALUE N VACANT FIN STMTS Y N USING LAND N ~ 4#Ri#iRR#RARAfi#kAiR}#k#k wAk#R##kki#######RkkAAAkkkRfAAAA##fi##•}Ak#1w#R#VIA}A#AA 1 INST GRANTOR 011 STATE OF TEXAS GRANTEE ~ LOVELL, WYNELLE ETVIR INSTRUMENT VOLUME PAGE FILED INST DATE STL 993 226 03/13/84 03/12/84 TPN3-00042-1991-5, PERIOD B/1/83-8/31/83 AMT: 121.15 STATE AND CITY TAXES INST GRANTOR 010 STATE OF TEXAS GRANTEE LOVELL, WYNELLE ETVIR INSTRUMENT VOLUME PAGE FILED INST DATE STL 993 224 03/13/84 03/12/84 TPN3-00042-1911-6, PERIOD 7/1/83-7/31/63, AMT: 184.25 STATE AND CITY TAXES INST GRANTOR 009 STATE OF TEXAS GRANTEE LOVELL, WYNELLE ETVFR INSTRUMENT VOLUME PAGE FILED INST DATE STL 988 465 02/23/84 02/21/84 TPN3-00042-1911-6, PERIOD 5/1/83••5/30/83, AMT: 394.42 STATE AND CITY TAXES, COMPTROLLER OF PUBLIC ACCTS, AUSTIN, TX INST GRANTOR GRANTEE RUN DATE: 25-NOV-92 JOHNSON COUNTY PAGE 002 FILE ADDITION SEQ. NAME LOT BLOCK, ABS NUMBER NUM NUM PIIACRES/NERAL LEASE SECT NUMBEASEER NUM ' 008 :FATE OF TEXAS LOVELL, WYNELL ETUX INSTRUMENT VOLUME PAGE FILED ~ . STL 6 265 INST DATE 03/01/83 03/01/83 TP#3-00042-1911-6, PERIOD 11/1/82-11/30/82, AMT: 300.00 " INST GRANTOR 007 STATE OF TEXAS GRANTEE LOVELL, WYNELLE ETVIR INSTRUMENT VOLUME PAGE FILED INST DATE STL 6 263 03/01/83 03/OI/83 TPN3-00042-1911-6, PERIOD 1011182 THRU 10/31/82 AMT: 300.00 INST GRANTOR 006 STATE OF TEXAS GRANTEE LOVELL, WYNELLE ETVIR INSTRUMENT VOLUME PAGE FILED INST DATE STL 6 261 03/01/83 03/01/83 TPN300042-1911-6, PERIOD 9/1/82 THRU 9/30/82 AMT; 300.00 GRANTEE- RT 1 BOY. 126, RIO VISTA, TX 76093 INST GRANTOR 005 CITY OF CLEBURNE GRANTEE ,r LOVELL, CECIL ETUX INSTRUMENT VOLUME PAGE FILED INST DATE AJ 1192 757 05/12/86 04/09/86 201 DC, COURT MINUTES 1379/729, AMT; 500.00 AT 10% INT. INST GRANTOR 004 1ST STATE BANK CLEBURNE GRANTEE LOVELL, CECIL ETUX INSTRUMENT VOLUME PAGE FILED INST DATE " AJ 112° 125 07/23/85 06/26/85 249TH DC, COURT MINUTES 138/350 CAVSE4249-113-85,AMT: 1,808.96 AT 94 INT. INST GRANTOR 003 CLEBURNE NAT'L BANK GRANTEE ' LOVELL, WYNELLE 6 CECIL B iWN DATE: 25-NOV-92 JOHNSON COUNTY PAGE 003 FILE ADDITION LOT SEQ. NAME BLOCP' ABS ACRES/ LEASE SECT NUMBER NUM NUM MINERAL NUMBER NUM INSTRUMENT VOLUME PAGE AJ FILED INST DATE 984 402 02/06/84 01/30/84 18TH DC, COURT MINUTES 122/350, AMT:3,232.68 AT 98 INT. GRANTEE- DBA MADE-O-DAY INST GRANTOR 002 LOVELL, CECIL B ETUX GRANTEE USA: FHA INSTRUMENT VOLUME PAGE FILED INST DATE DT 217 409 05/01/64 04/30/64 LOT 14, BLK B, FISHERMANS PARADISE AMT: 10,900.00 AT 41 INT DUE 4/30/89, FOUND NO EXT OR REL ON THIS DT GRANTEE- FARMERS HOME ADMIN. INST GRANTOR 001 ALLISON, ELLA MAE ETVIR GFANTE E LOVELL, CEC CECIL B ETUX INSTRUMENT VOLUME PAGE FILED INST DATE WD 467 282 02/25/64 02/22/64 LOT 14, BLK B, FISHERMANS PARADISE GRANTEE- WYNELLE, RT 1 BOX 126, RIO VISTA, TX 76093 ' JCnN!Cr, cc uNII 1N T F E .1AUI CCURT 4!. IN AND FCR .JACK A. EURKS JOHNSON COUNTY. TExA! PLAINTIFF! ORICINAL 9671TICS 'TO 1hE FCNOFAELI JUCCE CF SAID CCUR1: Nor ccmo Ito taxirS cisir is is sat cut talcs ; ;JCHN!ON COUNTY / eaet a Fc111ica1 sutcIva slor of the 5tafe Cl Taxes, and aaeh is legally conslitL too and auttcrizaa It In Pass ano ccIIact ad valorem taxes and Iacr is herein alter Callao "FlaintifI ahelhci one or core. oniSiral 'h 3 or irtervenors and to such causa e1 actien reprosorts to the court: 'Tna canes at Colondarts Ind their acdresses ere •ACK A. EURF! 4324 WCCCLAFE C F I V E FORT NORTH tx 76135-OCCC 'rho crnac or claimet an interest in the real prcrorty hereinafter described Iher the suit was filed and/cr ato Canso parsenal prouarty or the first day r January cl each el tta years fCr which cclloctior of tares is scLSht. v,,.cr Frcporty ass situated for tax Furs:cses ailtin the touncariss ct the 'lairtitls taxirS jLriscicticns for saic years and at tta tree Ito taxes rerein It,ad fcr sore laviod arc assessed. 1. That as to the crocarty herainsttor descrited. Ina, to►es fcr eacL cf ttc years shover tolcw acre rospcctivsly loviaC and socaratsly assessed ISainst saic crcparty and cacti cl the roapactive Carers or owners ttorccl that suct ^tarres are cLc. cyxrs, 6roaic arc dalinetonto tcSetter with Cenalty Ind „interosl as provider, by law. Who c•aporty isairst which such tares sore levied ano essessec is Sonerslly aascrited hersinvelor and the total amount due saic Pleinlitt for Celirauertil;xes. penally arc irtaresi Icr ite roars ant amcLnt is Is felloss: Account A P627 WEAR TAXES FEN I IN1 TOTAL OC ACRES. LCT S, ELCCK E. CROvLEY CNE ACRES ACCITICN LOCATD IN TtE CITY CF JCSHUA. JChNSCN CCLNIY. TEXAS. 'l6.3457.OOSSC 9 0 46.;6 25.15 71.7; 91 4f 1.000 ACRES. LOT 4. ELOCK A. CRCWLEI ONE ACRES ACDII10N 19.46 E7.2t OCA1E0 IN itE CITY CF CSHLA. .CHN!CN CCUN11, TEXAS. ,?6•:457-DOC!C a9 5738.53 S6. 2e 9C 59.C7 ?1.55 51 91 01.3E 24.7_2 16.611 OLAINTIFFS' fETIIICr PACE 1 1C.CC ACFES* LOT 13o 2LCCK E. CiC6LEr C N f A C F E S AGCII10 'rATEC IN 7hE CITY CF .CSHLAp ,CtN1C1, CCU NII. IEXA; J-145i-01000 9C E3.3i ?4oiE S7,5E 91 e5.75 24,51 52.30 1G.CC ACFESo l01 11. 2LCCK Eo, CACkLIV C N E A ( F E 5 AGGITIC) N L C C A I E C IN 7t6 CITY CF JCS14 LA. CHN5CN CCUhIIo 1EXAS. ACRES: 1C.000 126•?45i-U1CiC 9C 09.32 34.;4 57,5E 91 65.75 20.;1 52, 3C JChNSCN CCUNTI 752,7E Tot II I a r Ncvemter 1552 S 752.7 _ i i (This eacunt cots net irc1ude cc urt costa utich must be raid prier lc lil o1SR1SSrl.) FLrttcr slid Cetorcani(s) is(ara) justly ireettod to Flaintiff tar said amoLrt cf taxes conalty and interest, arc ttcLst lo(tlly oemanorc at the Ceferoart(s)p Pit nas failed and rcIt soap err still Iills and rolLses to pay same or m y pari thereof to Flaintitts cama5e lcr still sum, S. Tttl Pis InIItft t0LId stow teat all eereitiens creceoorl tc their right to levy sale tax were ccmoliod aitt is reoLiroc ty lam; that all of sale toxos tore auttdrized ty lea; that all things redLirec by lam have beer dL1y rnd 1o9111y porfcrmtc by ttt proper cfficialto ird that eaot taxing vnit esserts i lien an eith ttperstely doscrltoe property listed aboyo secure the oiymarl of all taxeso, ponaltletp intorest and cosh d•u% 4, ltrt it there shoLld to arv ecditlerel taroso penalty 6 trlerett cut agalnsi Talc prcearly at the tioo JLogmert is recovered toreinp $lairtills pray that sale amcLnl be iddod to the imcLnt shear ateve. Plaintiff aovlc 1Lrtnar shot that tta Altorrty signirg this potiticr is legilly sutncriito tc proioc6te tt:s twit an tehalf of the taxinS Lrit Inc Plantlff tterelcro ro~otosts attorney fees is orcvicto ty Its. 5. Ttrt etch tract of sale above coscribee roil estate and/or-ittn of rorlcnal preperly wasp or Jaruary 191 of the atcressid years and at the time ,sale tares tore imotsedp loeatec at Ihin the tcurceries at teen at saio Plairtil,s' taxing ,aritcietion arc aittin ete tcunctries at rCHKJCN Courtyp Texas. 6. 'hat Otlencent(s) take notice at all plots and lntervortiers ,thict Try be filed ty Pleinlitit or any party Sriervenin5. FLW TIFFS' FETI110 PAGE i 1 hMEFEFCFEi FFEMISES COP,SIDEFEC. Flaintiffs tray that Defenaent to cltec to 'PFCar Intl ersssr to tris Cleaclrq end ell subs e0usnt elBaoinq! 11110 ffrs- nip that or lzril ftarlrg they haul JUasmeri aSainst Oftendents for the t0111 asdurt of sale taAosr to;c1ter with All canaltioso Irioresto tostsO attcrrly fsose and c Msr chargcs of exronst that may bcp or becemo, legally due arc owirt araJ aro forocleture c7 their taA lions is first. Pricr. a n a suGericr lions seeurin; suet trxese Per1111tI. end interost uocr try atcvo { aoscritcd real estate a4ainst aficP the t9AcI Iroe lion fcr cost ct stiti for an crdor of sale arc eAaeuficn, ana ter <_ucr further relisto tclt seneril k one sroc iali ai lot or in acuity tc wnicr Fla it tiffs may skew lhertscIves justly cntllloc. PEFCLE. aRAhCCti FIELGFFj, COLLISS 1 PC11~ L.L.F. l AAICrnlys It Las P. C. ECX 1]4!C ARLIRGICN. TE19S 7E094-0420 k 81i-461-3344 Fsl; I17-Ft0-CSC9 E. LTNN STA4IhChp EAR a 1SC85ECC LJ k I AI,TIC r CI CCT Ti IrI • 0 acc I W4 LAM: 25 to,~92 ETIitE EmaN 6 F~IIFR MONTHLY ACTIVITY REPORT ERE 00 I 366 814E ]IQFIU= R7flCi, ClL4IRICS %%RM PFE M 7}E FPms D 11 1 ux 1992 M t\71EI R 1992 CIM Aulm ` >30 PLC Am= h=o ajM SMS to SBMS 84i1'. W 1~Q11QS F}SRL4Y 6 F0331J6 ]N 31FT ]N 13Y K I1DIIS 1QDSIIS /tLiIM f~ INIF1~51' 07/~i 92 xiSf ]992 - 9332 205 88 37 114 483 $848,377.47 51.30,631.ftri 5252,332.08 $152,106.70 $11.9,157.56 5194,069.28 $.00 $392,946.06 ARM 1931 916 239 132 33 83 424 0 16 1.755- 14.23% 33.33% 2.631 43.37%- 13.928- $844,717.32 $142,514.46 $274,747.42 5159,722.49 $98,341.50 $179,391.45 .001 .435- 8.34% 8.14% 4.7 t 34.8 $.00 $3,660.15 $400,1.06 8.14%- .001 1.831 09/]92 1942 243 131 38 97 0 64 7.511- 1.65% .761 .001 14.43% 23.M 343 $0,552.42 5140,755.31 $267,755,51 ,1W,897.78 Saj2835.22 $lr,305.60 .001 2.691- 1.Z51r 2.61#- 1761- 25.651 30.x%- $'O 5M,164.90 5471,818.00 .001 .?8% Y '42 03m 1992 782 234 130 35 103 279 8.951- 3.851- .771- 5.561- 5.83% 22.94% 0 70 5804.852.40 $11,4,620.34 5281,414.23 V54S.42 $117,059.57 51.24,102.84 •00% 2.201- 12.9%- 4.8E I%- 1.521- 10.641- $.00 $17,700.02 $403,415.22 .001 .401 11/IfyQ2 NIEW 1991 235 35 107 2.761- .85% 81- .00% 253 0 21 5795,825.44 5125,3$.51 5231,445.78 $154,838.07 $W,$ 3.74% 10.24- .13 $111,630.95 •001 1.131 01% 1.821 $•00 $9,026.95 $407,8.79 4.481 U.17%- .001 1.0% RUN DATE. 25-NOV-92 PERDUE BRANDON 6 FIELDER PAGE 001 Y E A R B Y Y E A R C L I E N T C O M P A R A T I V E ALL OFFICES FOR ALL ATTORNEYS ,e BASE TAX BASE TAX NUMBER OF NUMBER OF sa AMOUNT AS OF AMOUNT AS OF PCT TAXES AS OF TAXES AS OF PCT YEAR 07/01/92 11/16/92 CHANGE 07/01/92 11/16/92 CHANGE 366 BURLESON INDEPENDENT SCHOOL DISTRICT " 1980 182.89 182.89 .00 3 1981 772.93 772.93 .00 3 .00 1982 8,469.51 8,469.51 .00 6 6 •00 r 1983 10,055.02 10,055.02 ,00 18 19 .00 1984 13,744.37 13,632.81 81_ 25 25 .00 1985 22,685.79 22,311.78 1.65- 34 33 2.94- 1 a 1986 55,001.70 47,685.73 23.30- 184 179 2.72- 1 1987 97,327.51 69,051.52 8.50- 38278 3268 73 8 373 3..6870- - 1988 164,395.13 150,277.94 8.59- 3.87- ! 1989 164,663.58 151,262.20 8,14- 494 466 6.61- 1990 231,733.94 195,783.91 15.51- 544 509 6.43- 1991 219,063.94 106,339.20 51.46- 1,36000 3 5645 10 50.38- 15.42- 988,096.31 795,825.44 19.46- 3,8--82 3-o---__------- 035 21.62- ,a 9 l I r RUN DATE: 25-NOV-92 PERDUE A U T H 0 R I T Y BRANDON 6 FIELDER J+ C T I GODLEY I I T Y A N A L Y S PAGE 001 AS OF NDEPENDENT SCHOOL DI V I S 2 STRICT S'°"RTI 11NG/25/9 NAME: , NUMBER OF ENDING NAME: ZZZZZZZZZZZZZZZZZZZZZZZZZ " ` "'rrr ■aer■r a.■r.rrrr ACCOUNTS BASE TAX `"waft '•.■r.......AMOUNT ,OUTSTANDING ACCOUNTS ■aa..a....r.....r.rr...a.aae rr■raa.e■. BAD ADDRESS ACCOUNTS 209 100.004 ACCOUNTS IN SUIT 942.12 100.001 ACCOUNTS IN BANKRUPTCY 47 22.491 146, 169.15 'OTHER STATUS ACCOUNTS 14 11.481 16,21 11.001 NO STATUS ACC 7 3.35% 42'3321.43 28.80% OUNTS PARTIAL P 43 20.571 13 989.08 9.521 PENALTY 6AY ACCOUNTS 88 42,111 35'4 78. 4 31 24.141 INTEREST 0 001 38,984,15 26.531 0% 68'621.00 4 6 . 7 0 0 1 DOLLAR RANGE NUMBER OF •rrrr■ a ■.e..ae.■ae PCT OF :50.00 _ ■..■■arrr.r.C■O■ TOTAL $100,00 PCT OF . $25100.01 - $250.00 AMOUNT aTlr.ra.■ ....ara..r.■■. H■sra.rr`rr. 50.01 - 34 16,271 TOTAL e.ra■•■ra.. $500.01 $500.00 71 sl,000.OI _ $1,000.00 43 20:57` 12,095.05 1.071 52,500.01 $ 5, 0,00 33 15.79% 15,207,63 8.201 $5,000.01 - $5,00 00.00 17 8.131 23.671.84 10.351 4 ",000,01 _ $10, 000,00 7 3.351 1 26,311.81 16.111 Up-- 2 2 17.911 .961 22x728.16 _ 15.471 - .961 18,056.79 12.291 209 100 001 218.591 146,942.12 100.00% 100-001 YEAR BASE TAX 1981 "••.rr....... PCT NUMBER OF 1982 `•.••......raa 476 TAXES 1983 ,29 PCT 1984 1,238.06 .321 ..sw```am...... 984 1985 643.38 .84% 2 .34% 1,993.17 .44% 3 .511 1986 2,796.22 1.361 2 .341 1988 10,484.63 2.23% 8 1,021 1989 29,978.55 7.141 11 1.361 1990 33,634.77 20.401 49 1'871 - 1991 35,169.51 22.891 86 8.331 4-631 , 17,255.79 23.93% 94 2.99% 5.99% _ _ 18.55% 132 122,451 146,942.12 -100- 195 33.!61 586 100.001 RUV DATE: 25-NOV-92 PERDUE BRANDON S FIELDER PAGE 001 T A X R 0 L L B Y D E S C E N D I N G T A X A 17 O U ti T CITY OF VEI.US FOR ALL TAX YEARS TAXPAYER NUM NAME TOTAL ••~rr~~.r..r..r...~~r~r~~~~~r STATUS TAX W/P&1+158 CAUSE M ACTION vv...... ...var..r .............vvr...rr....r.......a 000143 FRED TURNER S J 000430 HARRIS, VERNON ALTON 34,205 ,180.37 6817 ANS 000503 BILLY C. HELMS S J 3,180.29 4255 000428 GROUNDS, PATRICIA S 1,983.52 4700 000120 REBECCA ANN WHITEHEAD T 1,861.82 000295 LEROY WALL S J 1,015.20 6150 000423 SAVE-WAY FOOD MART S 814.93 5)11 SER 000497 JOHNNIE M. ROBERTS B 506.15 CBP 000207 RICH, JOHN S J 504.09 4401 000378 GUTERREZ, CELESTINO, JR. S 416.49 7020 CBP 001574 14ARTINEZ MANUEL ETUX 416.49 7122 000455 PENNINGTON, W. H. T 377.15 4011434 PEYTON CHARLES D 356.58 002118 JOAN WOODS T 337.47 013818 HAMPTON, RONNIE 324.16 T 305.96 001578 HILL DAVE C 305 000515 HOPNBUCK, CARL .51 000351 HARRIS, VERNON ALTON S 301.68 5908 000112 KEEFER, PAUL A 285.28 '011412 BELL JAMES R ETUX W 278.55 000253 O'NEILL, JAMES R 252.61 '944 CLOWER SHELBY A 246.56 U.4122 RICH, ORES 241.70 010154 WISEMAN, BENNY '4 200.24 000?87 GILREATH, MILTON 175.41 000355 K 6 M SERVICE STATION 163.01 002124 PRATHER, JEFF D 138.83 004041 ROTEN BILLY C W 131.83 011397 SHAW RAY J D 129.73 002138 MAHANAY, J.D. ESTATE 128.25 000132 BAKER, TOI D. W 100.12 004388 MOORE E L ESTATE A 95.36 001002 HILL JOHNNIE M ROBERTS 82'22 )11415 ODIE TOM EST S 75.10 20 J01575 GUTIERREZ, STEVE R, S 62.71 004395 WINN W E MRS 55.71 6746 )04387 METHODIST CHURCH A 41.12 :11395 HERNANDEZ GERONIMO JR 38.18 0.'4783 VENUS FEED Co 30.54 000528 VEU STV. A 24.43 22.22 BRAND TOTAL 40 ACCOUNTS - 20,259.34 I y 09.2242 7111 HF{J IICU=ff' 33M, US= IATQY RI;= M.SIRIO ME HD 1MEM UITL EE33=4 YR MEE UX ML92 CCP-92 ICV-92 =-92 SN-93 FF&93 106 xnm, LSII2a0 F. 704 EM IIZM= Sam [Tr= P. 0. 976 361 MWX HUEIIY - 79 FILE SB+iL31 Tda 7x 7FaO- 000 ! SIPOIS: D 9xBOQ1D0 67 26.51 44.54 44.80 45.07 45.33 45.60 45.* 6.66 6.72 6.76 6.80 6.64 6.86 LEANT. FM 26.51 51.22 51.52 51.83 52)3 52.44 52.74 SM:PL 26.51 51.22 51.52 51.83 52.13 52.44 52.74 70134, ' i 331 M12D, W= C. 704 WN IITEM= SHQ, LFLSIFaIDLST SAT 92-375 FZM 07/%92 Fa ar 2, mx 216 167.50 faTs, I 623, E. it ms apm FFaM4M3C 7x 7A91-M La= IN awsN O=, mm. 1 Sz=. 5 235 OIi23064 90 350.32 462.42 466.93 469.43 472.93 476.44 479.94 91 127.66 153.19 154.47 L%.75 157.02 L%.30 19,58 92.34 93.06 93.77 94.49 95.22 95.93 ]51 14T. FUS 477.98 707.95 713.46 718.95 724.44 729.96 735.45 S>3>= 03MY Emrx>aT31>15!>aC1' 91 359.41 431.29 434.69 438.4b 442.07 445.67 449.26 64.69 65.23 65.71 66.31 66.85 67.39151147. EM 359.41 495.90 500.12 504.25 SOS. 33 SV-52 516.65 aBEV , 837.39 1,203.93 1,213.% 1,223.20 1,232.82 1,242.49 1,252.10 IM 335 AMM, M 704 BM 31CMCM S2M naM;M:4r M 89-3698 nm MWA9 = TMIT FOJIE 4, OTTUMOTaD EMIL HUMY - MIM ME ou Rom D{ 750)0-0000 SIFaIS: 5 2M 6678011001001 85 332.33 5%.19 601.52 604.84 608.16 611.49 614.61 87 488.67 820.97 8z.65 830.74 835.63 840.51 845.40 00000066 88 358.47 559.21 562.80 566.38 569.97 573.55 571.14 00000.,3 89 a.30 416.59 419.49 422.38 425.27 428.16 431.06 90 299.85 343.00 345.60 348.20 350.60 353.40 3%.93 91 65.,34 102.43 103.38 104.24 105.03 105.95 106.80 425.08 428.80 431.53 434.23 436.95 439.681%Arr. M5 1,44.06 3,266.57 3,787.44 3,306.31 3,329.15 3,350.01 3,370.68 SBIWL aarmr BID= FAS1Fm 91 240.54 788.65 791.05 293.46 295.86 29017 300.66 43.30 43.66 44.02 44.38 44.74 45.10 151107. FEES 240.54 331.95 334.71 337.48 340.74 343.M 345.78 aEWL 2,054.60 3,%8.52 3,622.15 3,645.79 3,669.39 3,693.0` 3,716.66'Ii X 347 rtzM FCMD 70,1 MV =R= 9nm I=SimCT P 0 I XC 8,'fi4 R mim v Me PC 2.00 "T VUGH 7x 75112-M 1/2 3f= I I 03-242 ~.IICLL1a''B0C FCIIS f~; 'lei E~1 IIiEF~T 37{TI, DISIF2C1' ~ may EIUMU4 CLCTJ~ WE PAD KDEZ ML Mm:tE= l R F3T ZX X92 CL1u3" N7J-92 DZG Rt3 rJ FM-93 237 91 10.05 12.06 12.16 10.05 1.61 1.62 11.84 1.85 12.46 12.56 13.61 13.98 14.10 14.11 141.97 .33 1.86 15%,aT. m 14.44 9.FUMq, 91 28.28 33.94 mm Fa.L7m Lam 34.12 34.50 34.78 5.09 5.13 5.18 35.07 35.35 5.Z2 28.26 39.03 39.35 69 5.26 5.30151 paT. FM 38.33 52.90 53.33 40.00 47.30 40.65 smmA , 53.78 5411 54.66 53.03 ~L-- 1'I M 7 FWY Mf nr pammc y0m msiC' JP = 77415 02EM= an . 7zm FM OrV1S92 aEm Ix 75090-A-00 zmnc 82 g Fla' IM TT Ff6644, 8214'N am IT E~ 6 82 IQPlQilEi Tr 11~: 5 Cffm =cy, MAS 90 1x41.45 43a5.65 aww M.12 9.00 49.37 x49.74 .60 334.87 336.5E 339.02 247.45 315.65 378.49 381.34 35011 3050.48 7.85 50.85151 xr. EM 247.4 35.65 378.43 381.34 384.18 367.03 33399.67 ajmjpL 9.87 'JAI, 118 Am, Flits Mi my rcuu F c 9CEJ7CL LMMW 1 H Lvm, W. 13. .53 Als, mmga C1D"a3, FL B. 9fJ OMD ECLM 4, BM 24L V sir IX 75038-0000 OOOpOf)00 89 193106303330 OOOO M 89 11.61 17.09 17.21 17.33 17.45 17.5 17.69 00000000 9 12.57 16.39 16.72 16.84 16.97 17.10 17.22 91 3.96 4.75 4.79 4.83 4.87 5.76 5.61 4.61 4.95 28.40 44.19 44.53 5.85 5.90 5.95 44 -.9715114,. no .85 45.19 45.53 45.8,3 smM~L c°°°°°6° 91 11.15 23.38 cam Blum E 3.50 13.49 11.15 15.39 15.551 155.64 2.06 2.07 .94 FM 39.55 59.58 .64 60.04 LS.r 15.90 60.49 64.96 16.0.3 s ,J 61.41 61.86 =L 174 Jar M Fig M R MI EDN II~ SaM IIISU= P 0 EIX 415 m TC r ~ A T 1'C X.79 9.36 11.23 0 094400102 91 11.33 11.42 1.68 1.70 1.71 11.51 11.61 11.70 9.36 12.91 A> 13.03 13.13 1C .17 131.73 1.74 1.76 M PaT. .14 13.E 13.45 ;>UJxi FM 91 .78 199 049400701 94 .4J .95 .96 .g7 .93 A-292-92 ~z uuF1s W gars fm Tao mu >rzEFeu~L, Sam a, FFCE 3 TFNE 1t D IB,inl 1R EEGMMM BMW gp~ -132 t3X92 ar-92 1W93 FEB-93 .14 .14 78 I.Go 1.08 1.09 1.10 .15 .151%ATT. EM .14 14 1.12 1.13 sm=,L t>iS1TaLT 91344 PC 20.9 91 26.34 1,99 0944p= 25.34 74 X4.78 87 4 32.40 32.66 32.93 36.35 A P~ 36.5 .17 37.25 37.56 37.67 813 L FEES A-qg i 91 2.20 im 095100101 2.64 2 2.68 2.20 3.4 .440 0 .40 2:Qi 2.T' 2.15 Fm f 38.69 53.38 53:~ 54:25 543.12 2 517 3.1.4115% ;UT. 6 sl3on 90 Mum am 56.17 55.62 r[, P. 0. FDC 415 %M M7 DaM 7I`II' S xM MMMT 1C3E DC 75099-0000 5.161 5, 3944, A. FMTaT ana 3Il4¢Is.. T Ir 85 185.32 IM 0964007 355.81 M7 67 359.S2 86 isi.70 86 4si.70 327.05 378.89 330.69 3a.37 363.23 3 .08 91 130.73 549.14 548.27 S52.39 334.33 335 QS L%.68 L`8.18 159.49 555.51 550.63 564.-6 909.98 207.°8 208.95 210.31 x.80 162.u 16.41 1,59:.47 1,601.95 11612.40 1,622.88 1,633:N E14.4D EM 91 287.39 344.67 Tim 3g7~74 J M MR= 62 51.73 52.16 52.59353 ' 356.35 359.24 237.E 396.6o 349.90 403.21 53.02 53.46 1,197.37 1,9m.07 406.51 409.81 53.89151147. Em 2,001.85 2,015.61 2,029.39 2.043.15 2,013413.13 sqm=L ,93 Ol P 0 83~ °86 T:M B3V iKfFFN1S r SXm LII31= 7071 WN DC 75499- n palm a acaply - 7RE MS Q LY 1985 Tnw SM.- A 230 I9o1 X0002236 67 2.54 417.56 0.03 422.52 425.00 427.4~ ooom2z sa 246.45 3M.49 (90009189 2'9.12 T73.13 27 3.75 2 389.41 394.3 4c6.97 391.87 1, 351.43 177.40 378178.51.32 380.91 179.67 180.60 X6.80 154.12 1 386.43 754.12 1,351.43 1,360.09 1,368.79 1,37i.45 1,386.13 /IM~~ LSA ~ EM 1,30.09 1 1,368.79 1,377.45 1, 386.li 1,394.79 7<IDY All F~xrr ItS MSZ[UC JP 3DT 77U FM MJ5 LAW OFFICES OF McCreary, V selka, Bragg R Allen, P.C. R O. Cix 26990 207 W. hickory St., t1101 Auslinjc.Nm 78755-0990 Denton, Texas 76201 512/+1514000 8171387.775 In association with the LACY OFFICES OF Hayes, Coffey & Berry, P.C. 101 South Locu9t, Suite 601 Denton, Texas 76201 8171387.3518 , PROPOSAL FOR THE COLLECTION OF DELINQUENT PROPERTY TAXES SERVICES AVAILABLE TO CITY OF DENTON' R.F.P. NUMBER ] 503 May 11, 1993 MCCREARY, VESELKA, BRAGG & ALLEN, P.C. ATTORNEYS AT LAW P o Box 26990 AUSTIN, TEXAS 787550990 FAX (512) 151 1!191 May 11, 1993 Mr. Harlan L. Jefferson, Director of Treasury Operations City of Denton 215 E, McKbutey Street Denton, Texas 76201 Re: Request for Proposal Fei "ervices of Dolutquent Tax Attorney: RFP Number 1503 Dear Mr, Jefferson, Thank you for your Request for Proposal For Services of Delinquent Tax Attomey, Pursuant to your request, McCreary, Veselka, Bragg & Allen, P.C., is pleased to submit this Proposal and Proposed Contract to the City ofDenton,jointlywith theDenton FirmofMayes, Coffey, andBerry, P,C. Webelleve that the joining of the two law finns for the purpose of representing the City of Denton will provide the liigllest quality of service to your City. The strong local preserve of the Hayes firm coupled with the dcl inqueni tax collect ion experience of the McCrearyfirm will enable the city to collect taxes In an efficient and productive inanner. i The uifonnation following this letter is a detailed description of our deluiquent property tax collection progrwn, The McCreary Firm his represented taxing jurisdictions in Denton County since 1979, The program presented in US Proposal Is fully implemented for our clients and has proven to be very successful. Accordingly, we are in the position of being able to extend our delinquent tax collection program to the City of Denton blunediately upon receipt of notification of acceptance. Your letter outlined the criteria that will be used in evaluating proposals. An index follows which shows the pages where each selection criterion is discussed. Our proposal affurnatively addresses all selection criteria. It is our hitentlon to affirmatively respond to all requirements in the RFP. In the event there is any question about any aspect of this proposal it shall be construed to agree with the RFP, We would consider it a privilege to represent the City of Denton and look forward to the working with y au. Sincerely, 00, 7Gilbert T, Bragg Richard D. Hayes, President MCCREARY, VESELKA, BRAG & ALLEN, P.C. HAYES, COFFEY & BERRY, P.C. Denton Branch Office 101 South Locust, Suite 601 Denton, Texas 76201 •u1111 Alaml 01WOM _ lmk'vN 11111 tow" W*w 6 I IOumTO 111 YF1100l. &A 1114A w1y sawM $.,No 9JN 111 &AW n Woxi N 1l 111 I'~I~M l M,111r"1m1 I11*14I " 0."bn It MKI *fA NJ Plitt 11(m 1p1N 11Y , l) MMIe1" 1.1N I11tr L1t.Np/ IM9 {'711'9 11111 r1ml psi 111 ~r }1 1n1 1110 iM 01111814111 4g01111814111 11a1 ,nyU 'b e1 111q up .l,n wp,fl MI-111 1e1>,7xrne ' v TABLE OF CONTENTS (Page Number) t I. EXECUTIVE SUNINIARY 6 A. Response to Invitation for Proposal 9 11. DELINQUENT TAX COLLECTION PROGRAM A. Collection Notices and Letters 11 B. Address and Title Research 13 C. Litigation 17 D. Filing and Prosecuting Lawsuits to Judgment 18 E. Collection of Judgments by Execution and Sa, . 20 F Bankruptcy collections and federal agencies 21 G. Tax Warrants 23 If. Installment Payment Agreements 25 1. Communications and Reporting Capabilities 26 J. Data Processing Support 33 K. Data Processing Resources 36 III. PROFILE OF THE LAW FIRM A. History of the Finn 40 B. Sutmnary of Appellate Court Decisions 41 C. Profile of Partners; MVBA 43 D. Profile of the Attomeys and Key Staff: MVBA 45 E. Profile of Partners: HCB 49 F. Profile of the Attorneys and Key Staff; HCB 50 IV. CLIENT REFERENCES A. Client References: hIVBA 52 ' B. Client References: HCB 55 McCreary, Vesetka, Bragg dr Allen in association wlrh Hayes, Coffey & Berry, P.C. (Page Number) i V. RELATED ISSUES I 1 A. Compensation of the Law Finn 56 B. Public Relations 57 C. Interventions 57 D. Disposition of Existing Litigation 58 E. Representation in all Properly Tax Matters .58 F. Equal Employment Opportunity 59 0. Financial Strength 60 r 'E VI. EXHIBITS L Mild Detail Letter 2. Harsh Detail Letter 3. Demand Letter 4. New Owner Letter 5. Lienliolder Letter 6. Defaulted Payout Letter 7. Five Year Notification Letter 8. Petition and Citation 9. Notice of Trial Letter 10. Judgment and Abstract of Judgment 11. Notice of Intent to Sell Property Letter 12. Viewpoint 0. Bulletin - March 25, 1993 14. Bulletin - April 14, 1993 15. Complete Client List 16. Proposed Contract • A1cCreary, Veselks, Bragg A Allen In assorladon with Hayes, Cefrey & berry, P.C. City of Denton Request for Proposal Page Chart RFP Item Proposal Page I RFP Cover Letter: 1) A statement of Firms experience; clients serviced 6-8,52.55, Exhibit 15 2) Resumes of key managerial staff 7,43-51 3) Proposed scope of services 6-26 4) Suggested performance critefla 56 5) Proposed fees for services 56 Law Firm will: I ) Receive the delinquent tax rolls Exhibit 16 2) Substitute as attorney of record 58 3) Provide 4 research 18 4) Submit monthly reports Exhibit 16 5) Provide a quarterly report Exhibit 16 6) He suits on delinquent taxpayers Exhibit 16 7) Intervene in delinquent tax suits 57, Exhibit 16 8) Consult with the City of Denton's attorneys in bankruptcy proceedings, 21.22 McCreary, Veselka, Bragg hk Allen fn arrochilon with Hayes. Coffey h Berry, P.C. 3 9) File suits for collection of delinquent taxes pursuant to Secs, 33.41 and 33.42, Propetty Tax Code, or file on judicial forecloseses 17, Exhibit 16 10) Follow through on all suits, installment agreements 17-20, 25 11) Provide legal support and research as needed 17-20, 25 F 12) Only collect those groups or individual accounts which the City of Denton detemiites h, its descretion are to be t collected by the fnn 17,26 13) Provide all supplies and postage 11 14) Obtain the ownership records of all property on which a suit is filed 14 15) Provide total and complete delinquent tax collection Exhibit 16 16) Propose a method of assuring that the amount of delinquent taxes collected will be equivalent to the amount projected to be collected by in-house staff 56 17) Propose a method of payment Exhibit 16 LJ 18) Fees pursuant to Sea 33.07 of Property Tax Code 56 19) Provide infommtion concerning minority invohinent 59 20) Coordinate the (ding of all tax suits with the City Attorney and the City Tax Department 26 21) Not listed in the RFP 22) Provide for copies of all tax files to be turned over to the City Attorney when the contract is tenninated 56 23) Tax Warrants 23 24) Maintain coflection rate of sixty (60%) percent of delinquent tax base 56 McCreary, Veselka, Bragg h Allen in assoclallon 00h Hayes, Coffey k Berry, P.C. 4 w 25) Delinquent mobile home and business persona) property accounts 56 Criteria for selecting Firm- An established law Finn whose principal business is the collection of delinquent taxes 6-8 2) Finn must have an established history of expertise in the delinquent tax collection field and provide a complete list of the past and current Te"s clients 6-8,52-55, Exhibit 15 3) Law fine has to how capability to staff an operation sufficient to process up to 25,000 delinquent accounts annually 33-39 4) Fir t will have, or will establish, a Denton office by date delinquent accounts are turned over and will provide a 1-800 number, or other toll-free service, to main office if necessary. 6-8 5) The cost of the firms services will be considered, but will not be the sole criterion for seiection. 56 - - McCreary. Veselka, (Bragg & Allen - in association Oth Hayes, Coffey do Perry, P.C. 5 1 I. EXECUTIVE SUMMARY The Low Finn of AkCrearn', Veselka, Bragg &Allen, P.C„joins with the Law Finn of Hays,Coffe y & Derry, P.C. in presenting this proposal for the collection of delinquent property taxes to the City of Denton. The success of any effective delinquent tax collection program is pred;cated on the selection of a law fine which has an in-depth knowledge of property taxation, understands the npplicntion of law as related to property taxation, has the experience aid professional staff to innplei nent an aggressive delinquent tax collection progran and provides personal service to the t taxing units, We believe that the joining of the two Iaw fines for the purpose of represent ing the City of Denton will provide the highest quality of service to the City of Denton. AkCreary, Veselka, Bragg & Allen (Aft DA) has represented taxing authorities in Texas in the collection of delinquent property taxes andcurrently represents over three hundred fifty taxing units, We have represented taxingjurisdictions hi Denton County shnce 1919. Our Denton County clients aid die period of tune we have represented them are as follows: Coonly of Denton since 1985 City of Argyle since 1989 Argyle Independent School District since 1979 ' City of Aubrey since 1986 Aubrey Independent School District since 1979 Corinth Municipal Utility District qt since 1988 Krum Independent School District since 1989 City of Not Point since 1993 Pilot Point Independent School District since 1986 City of Ponder since 1984 Ponder Independent School District since 1982 City of Sanger since 1983 Sanger Independent School District since 1980 We are aware of the professional and responsible approach that is necessary to establish and maintain a successful collection program, During ANDA's years of representing taxing units In delinquent property tax collections, we have efficiently and cost effectively collected the delinquent taxes due uorclients. Moreover, we have achieved the goal of maximizing collections using a firm, but fair ' approach in dealing with taxpayers. 1 he Denton office of M V13A is located at 207 West Hickory, Suite 101, Denton, Texas 76201. We also have an office In the Denton County Tax Office. McCreary, Veselks, Bragg & Allen In dssortarlon N lrh Hayes, Cotrey & Berry, P.C. 6 1 77te names and job description of the Denton office staff are listed below; Cilbco I T, Bragg Is the managing Attorney for the program, I le has been a memtxr of the Finn since 1978 and has been responsible for the Finn's clients bn Denton County since 1985. r Donna Elkins is a Legal Assistant specializing in title rose arch, She was an abstractor for Lawyers Title of Denton from 1984.1987. She joined our staff In 1987. Kimberly Sonders Is a Legal Assistant special izing in title research. Shejoined our staff in 1989, Karcn Kubirek provides clerical support. She coordinates our program with the Denton County Tax Office and the office of the Denton County District Clerk. She is permanently assigned to the Denton County Tax Off ice, She joined our staff in 1991. 'title research is also conducted by independent contractors hired by our firm, The Denton staff is expanded from time to time as is necessary to maintain the excellent level of service to our clients In Denton County, In the event additional staff is hired, we will comply with our custom of equal opportunity employment. Rrw Asnrmrong, the Firm's appraisal district litigation expert, will provide legal opinions and represent the City of Denton In all property tax matters relating to the Denton Central Appraisal District. He has handled numerous appraisal district cases. Afichael Reed wdl represent the City of Denton in all bankruptcy proceedings. Mr. Reed's responsibilities will Include every phase of bankruptcy law and procedures including supervising clnIms filing, reviewing plans of reorganization, negotiating with debtors, trustees and competing creditors, attending hearings in the Dankruptcy Court and aggressively litigating the legal position of the City. McCreary, Ve.tetks, Bragg h Allen In association with Ilayes, Coffey A Berry, P,C. 7 The law fimt of Ila}es, Coffey & Berry, P.C. (11CB), is located at 101 S. Locust, Suite 601, Denton, Te.tns 76201. Dan C. Coffey is the partner in charge of personnel. Byron R. Berry is the partner in charge of accounting, Richard D. Hayes is the partner in charge of litigation, and Jeffrey lVilhoir is theofficemanager. Lit lgationact ivitiesin the area of collect ionwillbe hand] edby Sranle)D.Ccurbo, fonneratinmey for Young County, Dan C. Coffey and Richard D. Hayes. Byron R. Berry is in charge of hmullIng bankrupty proceedings for the firm's clients. llases. Coffey & Berry, P.C. has expertise In representing local goverrunemal entities. HCD has provided legal representation to the following: County of Young, Texas City of Corinth, Texas *City of Argyle, Texas *City of Aubrey, Texas City of Graham, Texas City of Little Elm, Texas City of Flower Mound, Texas City of E1 Paso, Texas City of Garland, Texas City of Brownsville, Texas City of Harlingen, Texas City of McAllen, Texas City of Watauga, Texas City of Haltom City, Texas City of League City, Texas *City of Not Point, Texas *City of Hickory Creek, Texas "Denton Independent School District *Sanger Independent School District *Mental Health, Mental Retardation of Denton County (*currtntly legal counsel) The strong local presence of11CB in Denton coupled with the delinquent tax collection experience of AIVBA will enable the City of Denton to enhance its delinquent tax collections. AlcCreary, Veselks, Bragg A Allen - In assoelallan %-11h Hayes, Coffey dr Berry, P.C. g { i A. RESPONSE TO INVITA'T'ION FOR PROPOSAL The information contained in this proposal is a detailed description of our delinquent property tax collection program which has been in place in Denton County sunce since 1979, Upon our selection as your attorney, we will hrunediately extend these proceedures to collect the delinquent taxes owed to the City. ourphilosophyis predicated on the premise that every taxpayer should andwill be treatedasa human behmg. Every call andletter will be answered, All the help and assistance, short of legal advice, will he provided to the taxpayer. Collections are the major goal of our efforts, but good relations with your taxpayers are essential to enhancing your collections. Following is a chart which depicts our Delinquent Tax Collection procedures. McCreary. Veselka, Bragg ~ Allen Of arsorlaHort N,lrh Ilayel, Coffey & Berry, P,C. 9 i Collection Procedures Phase I Phase II Phase III Taxpayer Not€ficat€on Tltie Research Litigation Mail Delinquent Title and File Tax Notices Ownership Research Tax Suit Address New Owner Research Letter Judgment Demand Lienholder Sheriffs Sale Letter Letter of Property Taxes Taxes Taxes Paid Paid Paid McCreary, Veselka, Bragg & Allen, P.C. in association with Hayes, Coffey & Berry, P.C. IL DELINQUENT TAY COLLECTION PROGRAM A. COLLECTION NOTICES AND LETTERS TAXPAYER NOTIFICATION McCicay, Veseika, Bragg & Allen utilizes several types of notices and letters in the process of collect big delinquent property taxes, M VBA's ability Co produce both large and specialized mailings as welt as manage the delinquent tax data is unsurpassed by any other firm. The mailing of notices and letters follows a proposed work calendar which is developed in consultation with the tax office. All of ournotices and Iettersprovidethe delinquent properly owner with adescriptionoftheproperty, the tan years delinquent, the amount of tax, penalties and interest due, and the tax office address to which payments should be directed. MVBA mails notices of delinquency to every delinquent property owner at least three runes each year. Our experience has proven that through the use of this series of notices and letters to delinquent property owners, substantial payments will be made prior to the institution of legal proceedings. We also mail notices to selected accounts within targeted parameters. INITIAL NOTICES (See Exhibits 1 and 2) NJVBA's contact with the delinquent property owner normally begins with a polite, but poutled, not ice of delbtque,ttproperly taxes, This letter Is sent to all delinquent property owners except those in bankru t ,r that have been Identified by the tax office as a legitimate hardship case. These initial n es provide a reminder to the delinquent property owners of the tax liability and gives the nr . ay owners an opportunity to contact us or the tax office about the matter. Specific language may be inserted in these notices to empliasize a deadline dale for payment or give some special instructions. DEMAND NOTICES (See Exhibit 3) Our second letter is a demand notice. This letter is mailed en masse, following the initial notices of delinquency or may be mailed in batches prior to the filing of lawsuits. The demand letter advises die del'utquenl property owner that a lawsuit will be filed for foreclosure of the tax lien and personal liability against the property owner unless payment is made immediately. NfcCreary, Vesellce, Bragg & Allen In asroclalion M-lfh 118yes, Cofrey & Berry, P.C. ]f i I I NE'W OWNER LE'l"FE'RS (See Exhibit 4) In vdcUtion to our htitia] notices of delinquency and demand notices, N1VBA has a nui! ber of other letters to respond to specific circumstances which frequently arise. Among these are our "New Owner" letters. Research of the title of real property sontet5ttes reveals a new owner of delinquent real property. This letter informs the new owner of the delinquent tax on his or her property and that he or she is responsible for payment of the tax. LIENIIOLDER NOTICES (See Exhibit 5) i E When our title research indicates that an individual, bank, savings association, the State or Federal government has a recorded lien on a delinquent property, we send a "l ienholder lette r" to such person ui entity, Our letter notifies the liadwlder that the property on which they have alien has delinquent taxes due. Further, should it become necessary to file suit to foreclose the tax lien on the property, they will be included as a defendant in the tax suit and their lien will be extinguished by the foreclusure. This extra step of title research and lienholder notification prior to the filing of a delinquent tax suit usually results in prompt payment of the delinquent taxes. DEFAULTED PAYOUT NOTICES (See Exhibit 6) T1rere are delinquent property owners who want to pay theirtaxes but simply do nut have the funds to do so. Maury delinquent property owners who find themselves in this circumstance enter into payout agreements with the tax office. While most property owners honor their payout agreement, some do not. Upon default by the delinquent property owner on apayout agreement, MVBA sends a defaulted payout notice. This notice gives the delinquent property owner an opportunity to inunediately pay the balance due before a lawsuit is filed, 17VF. YEAR NOTICES (See Exhibit 7) MVBA mails notices required under Section 33.04(6) of the Property Tax Code. This section pruv ides shut a notice of delinquency be mailed to each person whose name appe ars on the delinquent tax roll In each year divisible by five. Our notices and letters always result in numerous phone calls from delinquent property owners and liniltulders. These telephone calls are initially answered by NIVI:A staff members who are trained to tutswer most common questions and concerns. Our attorneys are available to speak with any property owner or lienholder who has a question beyond the experience or knowledge level of our staff members or legal assistants. McCreary, Veselka, Bragg & Allen - lei assoefallon 44th Ilayee, Colley do Berry, P.C. 12 i D. ADDRESS AND TITLE RESEARCH ADDRESS RESEARCH Tax accounts may he delinquent because the address of the property owner on the tax roll is not current. A successful delinquent tax collection program requires an exhaustive address research effort. Many delinquent accounts are collected when proper attention is given to finding the correct address of a property owner, i Accounts with incorrect addresses are identified through designations presently on the delinquent tax roll, mail which is returned as "undeliverable" by the United States Postal Service to our office, ur citations which are unable to be delivered by officers serving process at a delinquent tax suit. When we discover an account with an uicorreci address, that account is identified on ourcomputer record so that special attention wilI be given to that account. Names and addresses on tax accounts coded as incorrect are compared to more recent data files, and the accounts are updated where different hnfomnation is on the updated record. Alpha-cross indexes of data files are produced to identify discrepancies between addresses given for an owner ofmulliple properties. If this procedure does not result in locating a correct address, the Firm uses the following sources of information: 1) Address correction request front the United States Postal Service 2) Comparison with the most recent Appraisal District roll 3) Comparison with tax rolls of congruent taxing units 4) Telephone directory for the area 3) Privately compiled city directory 6) City utility records 7) Voter registration records 8) Criss-cross directory 9) Credit bureau automated file search 10) County Clerk's records (deed records, etc.) 11) On-site investigation of the property, including conversations with occupants of the property and adjoining land owners Additionally, the following sources arc used to obtain the correct addresses for owners orprincipals of delinquent business accounts: 1) Comptroller of Public Accounts 2) Secretary of State 3) County Clerk's Records for Financing Statements and Assumed Names - McCreary, Veselko, Bragg & Allen fn asroclatlon 411h Mayes, Coffey & Berry, P,C 13 i 1 71rrougli the use of these sources of information, MVDA of de is very successful in locating the correct addresses linquent property owners and obtaining payment of these taxes due. TITLE RESEARCH A1VDA conducts an exhaustive examination lawsuits, Much confusion of the title on all delinquent real propcrtyprior Io filing and etnbarrassment results when lawsuits Drily, the in ealchloonide e thentifytaxroll orwithincormpletetitle are filed using information. Weperformall owners and lieuholders on e ac ofthenecessary title lawsuit, research t the h delniquent realpropeny account selected for Rent property accounts are researched through courthouse records or title companies for persons who tile a recorded legal uttetest. Numerous questions are resolved from the uifonnationoblairted from he examination of deeds, deeds of trust, federal and state tax liens, mechanics liens, probate records, financing statements and assumed names fides. On-site investigation and inquiry neighboring property to ascertain the whereabouts of the record owners is made by Finn as ieyuired. of the owners of personnel We supplement the above procedure with telephone contact to taxpayers to establish ownership of business personal property and real property where no deed is of record. Tele h , the accuracy of addresses and convey to the taxpayer that his ro n procedures. P e calls also verify p Pe y is subject to collection Should our title research indicate that persons other than those listed on the tax roll have an Interest ur the property, as in the case of lienholders, new owners, and joint ownership of property as a result of teuuncy it' corntmon, heirship, or a partnership, and who may not have received prior notification from either our Finn or the tat office, an additional notification is sent to those persons informing them of the delinquency and need for prompt payment of taxes before any delinquent tax suit is filed. OIL Rt CAS DELINQUENCIES The Firm has personnel who were oil and gas "Landmen" for I I and 12 years respectively. 17'ese years of field experience provides them with expertise in the area of mineral title research, as well as art in-depth knowledge of Division Orders, Railroad Commission files and other industry resources, Title research is perforated on both working interest and royahy interest accounts. Information acquired through title research and correspondence with mineral owners, operators and purchon cts results in collccliOn of mineral accounts listed as "unknown" on the lax roll, as well as ac- counts with bad addresses. HfcCreary, VO.Ielkn, Bragg & Allen - In association nth Ilaye.i, CofTey & Derry, P.C. 14 i { Our title research also identifies owners who were not previously listed on the tax roll or on the division order, due to errors by the mineral appraisers or changes in ownership. Through our title arui address research, accounts that are delinquent and otherwise uncoilectable are now bt utgbig in additional revenues. In addition, title work on mineral accounts that show the op~ra- tor to be bankrupt reveal the investors who are responsible for a pro rota share of the taxes. Our letters to those owners bring in revenue once thought uncollectable due to the bankntptcy of the olxrntor. r For those accounts that are not paid as a result of letters, suit is filed which will lead to foreclo. sure of the tax lien, personal judgment or stile of the mineral interest. In addition to demand letters and new owner letters, our mineral specialists research accounts wilt incorrect owners or owners with no address and often find that the assessed owner no longer owns the interest. Usually these interests have been sold to man we split the mineral b1terest into several smaller interests and recalculate the taxes for each new o uwner. Although these interests can be very small and this research can be quite extensive, out efforts have proven to be very successful. h1VDA is the only law firm in the state wluch conducts full research on oil and gas leases. This amount of research is necessary not only to locate current owners, but also to successfully foreclose the tax lien on mineral properties. McCreary. Veselka,Isragg & Allen in association Wth liayes, Coffey & Derry, P.C. 15 I I DELINQUENT'FAX COLLECTION UNIFIABLE fI I Fropertr Ts•ne Wben ASt1411 All Day I Delinquent Tape Received by b1VBA All Day 5 First Delinquent Notice Mailed All Day 25 Deadline Date on Notices, Payments Checked All Day 27 Updated Delinquent Tape Received by MVBA All Day 28 Accounts Reviewed and Selwed rot Possible Lawsuit Real Days 29-35 Title and Address Research on Accounts for Possible Suit Personal Days 29.35 Ownership and Address Research on Accounts Selected for Possible Suit All Day 36 Demand Letters Mailed Real Day 36 Llenholder and New Owner Letters Mailed on Selected Accounts All Day 46 Deadline Dale on Demand and Lfenholder Letters All Day 48 Lawsuits Prepared on First Group of Selected Accounts Personal Day 48 Tax Warrants Begin All Day 50 Lawsuits Filed on the Selected Accounts All Day 51 Second Group of Accounts Selected for Possible Lawsuit, Process same as for First Group of Accounts All Day 80 Examination of Service of Citations in First Lawsuits ' All Day 100 Judgments Obtained on First Lawsuits All Day 130 First Judgments necome Final Real Day 150 First Tax Sale I' McCreary, Veselka, Bragg & Allen In assoriarlen w-ith Ilayes, Curfey & Berry, P.C. 16 C. LITIGATION It is necessary to file lawsuits against those delinquent property owners who do not respond to our notices of delinquency. MVDA talcs the initiative to identify delinquent properly owners for lawsuits, consults Alidr the client and/or taT office, files lawsuits, and pursues the Iawsit its to payment orjudgment and sale. While NI regularly consuh with the tax office and respond to the suggestions of our clients, NIVBA does not wait for curclients to tell us upon which del inquent property owners to file lawsuits. 1I files lawsuits regularly and continuously each month. The following is a description of our standard litigation process. However, we adapt our process to meet our clients' desires and policies. SELEcTiON OF ACCOUNTS FOR LAWSUITS NfVDA uses specially-designed computer programs to sort the accounts on the delinquent tax roll by various characteristics such as the amount due and the number of tax years delinquent. Accordingly,we file lawsuitson tax accounts with large amounts clue andonthose taxaccounts where the amount is smaller but where a number of years are delinquent. This provides a representative cross section of the property owners on the delinquent tax roil and avoids undue concentration on it group of properly owners or a specific area of the county. We carefully identify those property owners who have legitimate economic or medical hardships or those who have filed over age 65 tax deferrals. However, MVBA scrupulously avoids any other discriminatory criteria in selecting accounts far lawsuit. CONSOLIDA'T'ION OF TAX ACCOUNTS UNDER COMMON OWNERSHIP 1 The policy of WBA is to file a single lawsuit encompasshtg all the delinquent properties, both real and personal, with common ownership. This is accomplished by use of an alpha-cross index computerprogran which identifies all accounts on the delinquent tat roll under the same name, We also inquire of%het.axofficetoidentify name variations or the bu siness names of adelinqueut property owner. Combining all the delinquent accounts of a properly owner in a single lawsuit makes it easier to collect the total tax liability of the property owner, reduces the amount of court costs charged to the del inquent property owner, and eliminates confusion and duplication of efforts which can result if multiple suits are filed against the same person, PERSONAL PROPERTY As both an additional cost savings and reventae enhancement to the taxing units, the Finn begins work (in the latest year's personal property delinquencies on March 1 instead of July 1, McCreary, Veselka, nragg h Allen - - In arsorlallon x hh Hayes, Coffer & Berry, P.C. 17 D. HLING AND PROSECUTING LAWSUITS TO JUDGMENT After the account selection process, title ail address research is perfonned oil all parties to the lawsuit. Upon completion of this researuli, the MVBA computer system combines the delinquent tax roll data on the tax amounts, the tax vears doe, and the description of the property taxed with our i csem ch in formation on title to the props rty and the addresses of the property owners and I iendnolders. We generate an Original Petition and a Citation (see Exhibit 8). The Original Petition is filed in the CVUn, and the District Clerk iss,ic, the citations we prepare to each defendant. OBTAINING SERVICE 0. CITATION ON THE DEFENDANTS Each defendant property owner and lienholder in a lawsuit must be served with citation prior to sell ing the case for trial tutdjudgment. Within sixty clays from the date a citation is issued, bIVBA examines the Court's file for the sheriffs return of the citation indicating that a defendant has been served or, in the altemative, that the defendant could not be located at the address given on the citation. If there is not a sheriffs return of the citation of the initial examination, we will review the Court's file ngnin every thirty days until the sheriffs rerum is filed, If a citation is not returned by the sheriff within sixty to seventy-five days of issuance of the citation, we make btquiry of the sheriffs department as to the status of the service of citation or any questions that may have arisen. If the sheriff is unable w locate a de fendant at the address given on the citation, we begot aninunediate search for a new address. A detailed discussion of address research is included In Section B. If a new address Is identified, anew citation is issued. If the defendant cannot be located after adiligent search, a citation by publication will be issued on the defendant. DEALING WITH DEFENDANT PROPERTY OWNERS Many defendant property owners will pay after service of citation. We communicate with [lie defendants or their attorneys to arrange the payment of the taxes and court costs and the dismissal of the lawsuit. Other defenda,rproperty owners may wish to sign an installment payment agreement. if the tax office approves of the payment agreement, we closely monitor the defendant's compl lance with the agreed-upon payment schedule. In some cases, we will obtain an agreed judgment along with a payment agreement wherein we agree not to execute on the judgment provided the defendant keeps the payout agreement. A detailed discussion of installment payment agreements is included in Section G McCreary, l'e.eelka, Ilragg & Allen = - In association wfrh - Iiayes, Coffey & Berry, P.C. 18 SUIT TRACKING SYSTEM Vie process of keeping numerous lawsuits flowing through the court system requires a computerized suit tracking system. McCreary, Veselka, Bragg & Allen maintains a sophisticated automated suit tracking system providing the following utfornmtion on each pending suit: *Cause Number *Style of Case *Filbig Date *Defendauts' Names *Lienholdess' and other parties' names *Property Description "Service of Citation and Date *Answers by Opposing Attorneys *Motions or Discovery filed by any party to the suit *htstallment Payment Agreement *Court Cost Payments *Dismissal Date *Judgment Date *Abstract of Judgment *Tax Sale *Bankruptcy JUDGMENT If payment is not made after service of citation, we request the Court to set the case for trial on the merits. The Firtttbelieves in pursuing taxsuits to aspeedy conclusion. When atrial date is obtained, a "Notice of Trial" letter is sent notifying the defendant of the date and time that judgment will be sought for foreclosure of the tax lien on the property and for personal judgment against the defendant for tunounts due (see Exhibit 9). McCreary, Veselka, Bragg A Allen - In association M,lrA Hayes, Coffey A Berry, P,C, 19 E. COLLECTIONS OF JUDGMENTS RY EXECUTION AND SALE After the Court's entry of Judgment, it may become necessary to seek execution or sale to recover the taxes due. Tax sales are conducted only after consultation with our clients. We consider executions and sales the strongest part of our program. Accordingly, we devote much effort to extensive research and notification. The sae can only be as solid as the underlying petition and judgment. i One example of our sales program can be seen at the Central Appraisal District of Taylor County. During the past twoyears sales have been conducted at least qu,vterly. In this time,901 parcels have k (Ten processed for sale, 113 parcels were removed from the process for payment, 142 parcels were sold and 658 parcels were bid in trust. Of the parcels bid in trust. 579 have ultimately been sold, On May 8, 1993, a sale is scheduled on 170 parcels now held in trust. As you can see, sales are an integral part of our program. i VACANT AND ABANDONED PROPERTY TAX SALES The Firm actively pursues the sale of vacant and abandoned property. Several vacant, abandoned and "assessed unknown" properties are placed in one lawsuit. After title nut sheets are obtained, extensive research is done, particularly as to heirships, probated wills, etc, Numerous defendants may tK listed in one suit. Citation by Publication is necessary as to defendants with unknown addresses. A local attorney is appointed attorney-ad-lisem to represent all defendants cited by publication. Afterjudgment isobtained, an OrderofSale isissued by the District Clerk and Notice of Sale Is published, A bid sheet is prepared describing the property to be sold and the minimum bid for each tract. The bid sheet is mailed to local realtors and other persons who have expressed interest ht bidding at tax sales in general or to those persons who have contacted the tax office about a particular parcel of property. The properties are sold at public auction to the highest bidder and Sheriffs deeds are Issued to the purchasers. Tax sales returnthos•. -cant . d abandoned properties which once represented lost revenue to our clients back to a current income producing status ht the hands of a local taxpayer. More Importantly, tax sales will create a substantial incentive for other delinquent property owners to pay their accounts. - McCreary, Vesetka, Bragg & Allen In assoelaliun Kdrh Hares, Corfey & Berry, P.C. 20 i BANKRUPTCY PROCEEDINGS McCreary, Peselka, Bragg & Allen has an excellent bankruptcy department capable of providing the finest representation to our clients in this importrun area of practice. The five-person staff of the HIPA bankiuptcydepartment is irauted ut bankruptcy law, and theireffons are devoted exclusively to bankruptcy matters. Bankruptcy litigation is administered by two anomeys, P. AlichactRecd and D. Kirk Swinney, who are licensed to practice before each of the federal courts in Texas, the United States Court of Appeals for the 5th Circuit, artd the United States Supreme Coon. Ourattorneys make inote personal appearances before bankruptcy judges than the attorneys of any other law ruin engaged in property tax collections. They aggressively assert the w claims andpriorities anddefend the tax liens of our clients in the Bankruptcy court. I To handle the large number of bankruptcy cases, the Finn has made use of a computerized trackire system since 1986. That system has been updated within the last year to provide the most capable rid efficient bankruptcy tracking system available. In 1990 and 1991, we generated in excess of 22 million dollars in bankruptcy claims and are currently monitoring approximately twenty-five thousand bankruptcy cases. i Upon notification of a bankruptcy affecting a client, we generate and file a claim for current and de i inquent taxes and a Notice of Appearance. The Appearance notifies participants in the bankruptcy of the need toprovide us with,xpies of all relevant documents so that we may respond appropriately on behalf of our clients. From that point, various measures, both defensive and offensive, may be in order, If the situation warrants, we move for a modification of the automatic stay, which would otherwise bar our pursuing the taxes by suit. When we are able to do this, we may subsequently seek the payment of the taxes due in astate court action. Additionally,we find that taxing units frequently are vulnerable to impairment of their tax liens by not protecting their Interest when a Chapter 11 or Chapter 13 bankruptcy plan of reorganization is drawn. Therefore, we monitor all bankruptcy reorganization plans to determine that the provisions contained ht those plans provide the full legal teJress available to our clients. Additionally, we carefully monitor and respond to other baakr ptcy transactions which Jeopardize recovery, including sates of property, motions for relief of automatic stay filed by other creditors, and lien claims, as well as defending any challenges made to the tax clahns of our clients. We negotiate with debtors, trustees, and other competing creditors to protect the property tax liens and obtain prioritypaynnent of taxes. We attend hearings hr Bankruptcy Court to litigate any objections filed by debtors to tax clauns, Our goal is to maximize the return of tax dollars to our clients In every bankruptcy case. AJdit ionally, we have procedures for carefully foIlowbtg up after a bankruptcy has beenconcluded. We determine the status of taxes which were a pan of a bankruptcy proceeding, to determine any remaining liability for those taxes, and pursue the liable panics in the collection of those taxes. Our diligence and aggressive legal actions In the area of bankruptcy results in the timely collection of the luxes due to our clients which otherwise might be lost or inordinately delayed. McCreary, Vestlka, Drogg & Allen - - - bn assoclallon wltk iiaycs, Cuffey & Derrj, P.C. 21 v { flave . Coffey & Berry, P.C., has represented a number of financial institutions as creditors in bankruptcy proceedings, throughout North Central Texas. Their familiarity with the bankruptcy courts umthis area andthe frequency in whichthey appear and have contacts withthebankruptcy court and clerk for time Eastern District of Texas ui which Denton is located, will aid us in being apprised of ongoing bankruptcy proceedings. COLLECTING TAXES FROM FEDERAL AGENCIES With the closing of numerous banks and savings and loan associations inTexasby the Federal Deposit Inmu rance Corporation and Resolution Trust Corporation, a new challenge h as arisen in the collection of delinquent property taxes. The enactment of the Financial Institutions Reform, Recovery and Enfurcewent Act of 1989 (FIRREA) by the United Stctes Congress significtunly clmanged the law relating to the payment of taxes on property owned by the FDIC and RTC in their capacity as receiver for an insolvent financial institution. McCreary, Veselka, Bragg & Allen files claims, as required by FIRREA, for current and delinquent taxes with the FDIC and RTC. We aggressively pursue all I egad remedies and take other practical me asures to collect the taxes and accrued penalties and interest due. Our Firm has vast experience in collecting taxes on property which has been foreclosed upon by the FHA, VA, SBA, HUD and other Federal agencies. We are success:ul in obtaining payment of all taxes, penalties and interest from these Federal agencies. McCreary, Veselks, Dragg & Allen in association HIM llayes, Coffey At berry, P.C. 22 i V. TAX WARRANTS The Property Tax Code authorizes the seizure of personal property in order to satisfy property taxes. Seizure proceedings are among he most effective collection techniques, especially when utilized to collect delinquent taxes on business personal property. The use ofpublicity from successful seizures can rdsu be very effective in prompting other property owners to pay without litigation. We recognize that the use of; izures is also the harshest technique for collecting delinquent taxes. 'llielefule'seizutes are hiitiat „only after discuss ion Nv i1h, and approval of, the client. Furthennure, we have developed seizure procedures to assure our clients that the tax seizures we conduct will be professionally and carefully executed. i 111ese procedures are; 1) IDENTIFY THE ACCOUNT TO BE SEIZED. This is accomplished in close conjunction with the tax office. Larger accounts andthose with several years of taxes due are considered. Businesses with inventory which is readily subject to seizure are the best candidates for seizure, We are extremely careful to confirm the ownership of all personal property to be seized. 2) SENUNOTICETOTHEPROPERTY OWNERS. When time isnotoftheessence,wewill notify tie property owners that their property is subject to seizure and sale for non-payment of taxes, Most property owners respond with payment after recekvutg this notice. 3) DETERMINE THE FEASIBILITY OF SEIZURE, We will inspect the property to verify the existence of property which can N seized and will, if here is apossibility of a penditig bankruptcy, check with the Bturkmptcy Court to ensure that no automatic stay Is violated. 4) PRE PARATION AND ISSUANCE OF TH E TAX WARRANT. We will prepare the necessary funny for seizure. These forms, which have been designed L-y the Fimt, include he Application, the Order issued by he judge for the Issuance of the Tax Warrant, and the Tax Warrant itself. Ajudge of a court of appropriate jurisdiction in the county where the seizure is to rake place must sign the Tax Warrant, EXEC act al a iu UT ION OF THE property. Most property owners pay when they are served and ith the Tax Warrant by the sheriff. G) SALE OF THE PROPERTY, Should the property owner still refuse to pay he tax after seizure, we will prepare the necessary notices of sale which must be sent to all persons with an interest In or lieu (,it the propettyseized. Thisnoftesetsfonhthe tuneandplaceofsale. We will have anattomey present at die sale of the property. Finally, we will prepaze the Bill of Sale con veying to the purchaser title to the properly sold, NkCreary, Veselks, Bragg h Allen for arrocfeffon %4111 Hayes, Culrey h Berry, P.C. 23 Execution of this pl tut can have dramatic results. For the Centro Appreis:d District of Taylor county, we we beginning the third year of an extensive tan warrant program which reaches all personas piolimy accounts. The following table illustrates the results, Amount Due Amount Due Original Lees on Mauh Ist I Ygar Lpter 1990 $ 11,837,185 $493,131 $70,607° 1991 $14,160,935 $389,017 $57,312 1992 $15,081,580 $236,853* $ 7 *0mits taxes due on aircraft accounts subject to bankruptcy court's protection Using 1991, for exnrnple, that year's tax roll contained 4,529 accounts of which all but 128 are collected. Of these, 57 are under $100.00 and the others are not susceptible to a tax warrant. If your current program is performing this satisfactorily, you probably do not need to change. McCreary. Vesellta, Bragg & Allen - In asiddallon with Hayes, CoMy & Berry, P.C. 24 I.I. INS'i'ikLLNIEN'1'1'AVAIE;N'I'Ac[tEEn1EN,rs Some deI riquc tit taxpayers are unable to pay the entire amount clue in a single payment, and many of our clients have adopted policies thatpemiitinstallment payment agreements. Suchpoliciesvary nmong jurisdictions, and we comply with any payout arrangement or policy adopted by our clients. /Accordingly, we provide the following support progrtoti for installment payment agreements: 1. Cr))srrlrarrc n arul Rer ieu of Etisrir)R Pragran:. We consult with the tax collector and review policies and procedures regar&g installment payment agreements. Where there is no conflict with existing policy, we reconu»end the following; a) While the tax code permits agreements to extend as long as 36 months, the payment agreement should provide for complete satisfaction of the delinquency in the shortest possible time. b) Eachpaymenishouldcoveratleastonecompleteyearofbase tax, penalties, and interest, c) payments which are insufficient to cover a complete year of base tax, penalties, and interest should be pro-rated nccordingly. d) If an agreement is signed before litigation, a suit willnot befiled so long as the agreement Is current. e) Agreements signed after suit has been filed should permit judgment to betaken. The agreement will be continued post-judgment, and the judgment will not be enforced so long as the agreement is current, 2. Preparation of lrtstalbirent Payment Agreements. After consultationand review ofthe currentprogrom, the tax office may choose to continue with the existing fomts and procedures. However, we redesign forms to be used by the tax office upon request of the tax collector. Additionally, our office assumes all or part of the responsibility of generating installment agreements and securhig the necessary signatures upon request of the tax collector. 3. Monitoring Comphance sipith Installment Payvnient Agreements. Immediately upon receipt of notification that au installment agreement has been signed, that account Is coded in the tax office computer andinoursystem. We mainto incopies ofallpaymetit agreements and review them every thirty days for compliance. 4, Enforrir)g Compliance ndtlr Agreente rts. In the event a taxpayer defaults on an installment agreement, we send a notice of cancellation of the payout agreement and beg in the next step in the collection process, r McCreary, Vesclko, Bragg A: Allen In artorGrffon h.irh Ilryes, Coffey h Derry. P,C, 25 L CONINIUNICA7'ION,S ANI) ItEI'ORl'INC CAPABILIT'II.S Afr('"ary, Veselka, Bragg & Allen takes great pride in our abil ity to communicate with our clients. We regularly report to our clients on the collection procedures initiated and the collections achieved. Copies of all payout agreements, demand wid lienholder letters, suits, judgments, and bankruptcy claims we provided to our clients for informational purposes, but they are not requested to maintain any files for the Finn, As each collection procedure is taken by bfVUA, from the first notice of delinquency to the sale of the property, the action is instantaneously recorded on aCoIlection Activity Report in our computer system. The Collection Activity Report enables us to report the type and date of every collection activity taken on behalf of a client at any time. We provide our clients annually with a Collection Activity Report reflecting the progress of the col Iection program. These reports can be submitted more frequently upon request. (See next page for a stunpie report.) The reports include the following information, (1) Amount of delinquent taxes, penalties and interest collected (2) Number of notices and letters i.iailed including types and deadlines (a) Number and type of suits filed (real, personal, "vacant and abandoned") (4) Amount of money involved In litigation (5) Number of judgments taken and amounts involved (6) Summary seizure and tax sale activity (7) Number of bankruptcy claims filed and amount of taxes included We provide a graphic report of the collection activity on the delinquent taxes. The report divides the tax accounts into suits, bankruptcy, payouts, research, and other categories, including that most bnporiant cnttgory, those accounts paid. As part of the Firms service, we provide opinions regarding property tax problems our clients experience. These opinions are generally In writing, and tine Finn is available to follow these up with (I iscussionswith the tax office,client administrators, and the governing body of the client. In addition to requested opinions, the Finn has found it beneficial to advise clients of key appellate court decisions or topics of common concern. Each quarter, the Firm publishes the bfl'BA View Pointto keep our clients Infonued of the latest developments In property taxation. A copy is included as Exhibit 12. If a significtutt event occurs we Immediately send rut AIVBA Bellerin on the subject matter. Our most recent bulletins have been published to keep our clients informed about pending legislation conceming property tax matters. (.Exhibits 13 and 14) McCreary, Veselka, Bragg & Allen provides ioll•free Inward WATS lutes to our Austin office for the use of our clients and their staff. We welcome the opportunity to meet with client administrators and attend the meetiigs of the governing body of our clients at any time to discuss property tax collections or other property tax mnttem NlXreary, Vesttka, Bragg A Allrn fn association N lth Ilayes, Coffey d Uarry, P.C. 26 PRE MCCREARY, VESELKA, BRAGG & ALLEN - AITORNEVS AT LA~V _ 1 - t - Collection Activity Report for the PALESTINE INDEPENDENT SCHOOL DISTRICT i March, 1993 I We wish to present the Firm's accomplishments In the delinquent tax wiection program with the Palcstlrre Independent Sclrool District during the period from January 1, 1991 through March 1, 1993. The program has included an effort to send a notice to each delinquent exount In an attempt to obtain , voluntary payment of taxes due. The Firm has also filed sups, secured judgments, filed bankruptcy cialms, and sold property to further the collection efforts. i I OTI"ES - Experience has proven that prior to our institution of legal proceedings, a series of letters to taxpayers and lienholders induces substantial payments. Letters__ Number Drtail Letters are notices on all years of delinquency, including property description and amount due. 9,495 Demand Letters are notices to selected accounts informing of suit action if taxes are not paid. 2,847 Prc-Class Suit Letters are notices which are mailed to Individuals who hold an Interest In a property. This is the first step in the sale of a property. 3 Suit Letters are notices to the defendant informing of further action, including judgment, 0 taxes are not paid. 330 Jud ,rent Letters are notices that Inform the property owner Ihatfe property will be sold ri the delinquent taxes are not paid. 24 ADDRESS AND TITLE RESEARCH . Many delinquent accounts are collected by giving the proper attention to finding the correct address of a delinquent property owner. Delinquent accounts with unknown or Incorrect addresses are researched by the Firm through the phone book, city directory, utility records, voter reglsUation records, assumed name files, and the Secretary of State's records. Nor to firing suit, the Firm carefully researcher the He of property to identify all parties who have an ownership interest ora lien on the delinquent property. We examine deeds, deedsof trust, andprobate records to determi ,e who has an interest In the property. Letters Number Amount New Ouster Letters are notices to owners who have recentlyV purchased their property, advising that delinquent lazes are due. 14 $25,513 Lfenholder Letters are notices to financial Instilutions and Indviduals which the Firm has determined, as a result of title research, to have liens on delinquent properties. 177 $190,601 1 PAOa 2 AXE SUIT _S - Suits are filed when delinquent taxpayers do not respond to letters mailed by the Firm. Type Number Number _ of Suits of Parcels Amount / brdi: idual Stuita are action Individual suits are divided Into; s tile- against an i dnd I aauvl rid all of his property. bistrirl Cuurt Suits i 178 249 $346,425 'An additional 17 suits, involving 25 parcels, totaling $45,602,, have been prepared and will be riled within the next ten days. 1'41rant and Abandoned Property Suits are filed on property with unknown owners or which has been abandoned, The express purpose Wiling this type of suit is to Sep the back on the tax roll as a property, getting It IaUj~aq Dale Fled; grlg,+92 property, Dale Filed: 1/27/93 1 1 $265 1 2 $15,077 TOTAL SUITS 160 252 $361- ,76 Uia,nlssals are Issued on suits which have taxes and court costs paid before judgment Is taken. 45 58 The filing of suits also requires docket revlero. Docket review Involves a routine et eck of the court suit docket rot service of citations, court costs and payment of taxes In preparation for court hearings. PAOe 3 WD--Q- h- When service of citation is complete for all defendants, the Firm obtains a trial setting from the Court tor those cases in which the delingvent property owner has not paid. These Trial settings resell in either payment in full or a judgment ordering foreclosure of the tax lien on the property in question and,or personal liability against the defendant property owner, Number Number Type of Judgments of Parcels Amount I~ Individual judgments 86 107 $148,769 VacantarrdAbmrdonedProperty 4 6 $7,890 Releases 4 4 TOTAL JUDGMENTS 90 113 $156,659 EANKRUPTCCCIES - As more individuals and corporations file for protection under the bankruptcy laws, this area requires closer supervlslon. The Firm files clalms with the Bankruptcy Court lmmedlatelyupon nobficationbythetaxoffice. The claims are monitored dally for progresslon through the courts. The Firm reviews all motions and plans of reorganlzatlon riled by the debtor orany creditor with the Bankruptcy Court to ensure that the property tax claims are pf,lected to the fullest extent allowed under the Bankruptcy Code. Number of Number Type Bankruptcies of Parcels Amount Proofs of Clabu The initial claim filed, which Includes all delinquent taxes due prior to the date of filing, 20 37 $27,936 Adm f of s tra tdve Cln fur • A subsequent claim filed for taxes which come due after the filing of a bankruptcy. 3 6 $4,271 TOTAL BANKRUPTCIES 23 43 $32,207 PA06 4 i TAX SALE-Aherconsultation with the tax office, Judgments In delinquent tax suits involving real property are followed tip by a Sheriffs Sale of the property. The Firm prepares andpublishes the Notice of Sale as required by law. We are present on the sale date to assist the Sheriff in conducting the sale. After the sale, the Firm prepares the deeds to the purchasers, finalizes the safe papers, and supervises the distribution of the sale proceeds to the proper parties. Sale Number [iftforrimration Dale of Parcel(s) Amount Nuurtier ofParcels Posted for Sale 2/5,191 7 $10,019 i Pa reefs Paid Before Sale 2 $1,179 Parcels Sold in Trust to Taxing Units 1 Parcels in Payout Arraugnrreut 4 ion Date of Parcel( s) Amount 7F,N'u?yrber Number arcelsPosted for Safe 9"3/91 7 $11,710 Parcels Paid Before Safe 4 $6,897 Parcels Sold in Trust to Taxing halts 1 Parcels in Payout Arrangement 2 Sale Number Information Date of Parcel(s) Amount Number of Parcels Posted for Sale 1016/92 6 $10,609 Parcels Sold fn Taut to Taxbrg Units 5 Prtrcels in Payout Arrangement 1 n` Date of Parcel(s) Amount FFNumber Number cels Posted for Safe 312/93 1 $21 ,815 fore Sale on 2122193 1 $21,815 PAUP 3 ~aG~pL~C~ 'A progressive delinquent tax program is very important In malnlaining a high collection percentage. McCreary, Vesel ka, Bragg & Allen will Continue to respond to you with state of the artcollection techniques, computer support and legal assistance. The Firm considers it a privilege to represent the Palestine f,rdependent School District and r seeks to assist you in all property tax matters, Respectfully submitted, Harvey M. Alien k Pena 6 J. DATA PROCESSING SUPPORT McCr oly, Vc.selka, Bragg & Allen has custom designed and developed the most sophisticated software for delinquent tax collections. Ilie Finn has employed computer systems analysts with expertise In propeny taxation to produce a highly specialized software which has extensive integrated woad and data processing capabilities. As we service our clients, we are continuously developing, _ testing, and revising our system in response to changes in the legal and collection environment. All i of our clients benefit from new prograin developments and system enhancements. We have successfully processed data from thirty-five different software systems operating on six different makes of computer hardware. We are fully compatible with all computer hardware and collection software systems used by tax offices in Texas. We Invite you to visit our main office In Austin for a denionstration of the vast capabilities of our computer system, The capabilities of our data processing system are as follows: 1. Automated Collection System f " Prinls and processes over 150,000 letters a week on quality letterhead * Data record structured forvariable access and output byriante, legal description oryear level, Pile structure accommodates 40 sub-jurisdictions * Automated system follow-up " Calculates standardponalty and interest, special penaliyand allorneyfees automatically * Accumulates and logs statistics of all notices, letters, suits, judgments and sales processed " individual statements of delinquent accounts * Delinquent listing by alpha or g;ographic account number sequence * Cross Index files * hag accounts by reason and amounts 2. Autumaled Suit Document System * Computer generated petitions slid citations for personal service and vacant and abandoned property suits * Separate schedules of taxes for each jurisdiction calculated to include ation,ey fees * Computer generated judgments and releases * Status of suits " Computer generated statistics * Computer generated letters before/after suit is filed, judgment taken and property sold to satisfy lien - - - McCreary, Veselku, Bragg A Allen - in associallon 14th 11ayes, Cuffey & Berry, P.C. 33 ` 3. Automaled Suit Tracking 5ystelu f * Cause Numocr * Style of Case k * Filing Date * Defend:uuts' Names * Licnholders' and other parties' names Pmperty Description * Service of citation and date * Court cost payments Status of Suits * Judgment elate * Abstract of Judgment * Tax Sale * payout * Special case status; Hardship, over-65, homestead, etc. * Answers by opposing attorneys * Lnpleaded tax jurisdictions * Motions filed by any patty to the suit 4, Automated Bankruptcy Tracking System Case Number * Style of Case " Defendant's names * Property description * Jurisdictions in which claims are flied * Claim years and tax amounts " Suit filed 5. File Access and Update * Secured access to Tax Data, Suit, and Bankruptcy Files " Update by CRT entry and computer tape or diskette " Selection of Data by Record Indicators Property under suit and judgment Returned mail Paid accounts Holds • Including Payouts, Hardships, Exemptions, and Bankruptcies " Specified years, amounts, property types McCreary, Veselka, Bragg h Allen ht association Mlth Ilayes, Colfey h berry, P.C. 34 { G. Reports * Complete Statistics Number and type of letter Number and amount of suits filed Number and amount of judgmcats Number of dismissals Collections received Accounts paid Various percentages of totals J * Total items and amount of delinquency by year ` Detail delinquent listing of all accounts * Ability lode ve lop reports by selecting certain records by record desiRn 7. Color Graphic Illustrations of Statistics " Illustrations arld Comparison of Collection Statistics * Diagram of Delinquent Pile Status Work in Progress Suits Judgments Returns Holds Bankruptcies McCreary, Veselka. Bragg & Allen In assucla lon WhIr Iloyes, Coffey & Berry, P.C, 33 i K. DATA PROCESSING RESOURCES 'Ihc main computer installation of McCreary, Vrsrlka, Bragg & Allen, is located at 5929 Balcones Drive, Suite 200, Austin, Texas. At this location, we have the most advanced Wang VS Computer 1 System j The present hardware configuration consists of the following: I - Component: Specifications: CPU (120 Serial Ports) Wang VS 7120 with 8 NIB Memory, Disk - 6 Drives 2226 Megabytes Three 454-Megabyte Disk Drives Fixed disk storage cabinet T1aee 289-Megabyte D;Jk Drives Disk drives have removable packs Telecommunications Wang Systems Network (WSN) - State of the Art communication which presently link the Wang installation inourAustin office withsix branchoffices I Tape Drive 800, 1600, 6250 BPI compatibility - EBCDIC or ASCII Two Band Printers High quality 600 LPA9 on continuous form paper i i Two Wang Laser Printers Produces the highest quality available at 15 PPM Xerox 9700 Laser Printer The fastest and highest quality printing available at a rate of 5,0001etters per hour Four Bidirectional Daisy Used for word processing - These 60 CPS printers Wheel Printers with Twin provide the best quality printing for demand and Sheet Paper and Envelope Feeders lienholder letters Fourteen Wang Professiunal Used in communications with remote sites, graphics Computers (AT compatible) and diskette conversions Thirty-one Dual Word and Data Used for word processing, data entry, update and Processing Tertninals (CRT's) document development - McCreary, Veselka, Bragg & Allen - - - - in assoclatlon udrh IIayes, Cott'ey h Berry, P.C. 36 Archiving Rork Station Convens diskettes of other hardware types for use rn1 Wturg Two Ileis 9elt•Packard Graphic Used to produce graphic illustrations for Hollers reporting Canon Color Laser Printer/ Used in production of proposals, reports and Copier graphics r other automated procedures used to facilitate the handling of rnass mailings are: i Bursting Decollating Machines Separation of continuous data processing forms holding/Stuffing Machine Automatically folds and places Ictters into envelopes k I Postage Machine Automatically seals and places metered postage on the envelopes Hayes,Coffey&Berry,P.C.,hasasophist icatedoffice computerizationsystem. Thefirmhasaone hundred user network, presently equipped with twenty-four networked terminals utilizing state of the an word processing, spread sheet, communication and client data processing applications. The network is run by c 486.25 file server using Novelle Netware 386, version 3.14. Interoffice communication software, file data processing software and user accessible communications software via 24008AUmodems are otherfeatures of the system,with an optical character recognition system. The firm is also equipped with fax and offsite user capabilities via modem. DATA PROCESSING EQUIPMENT 'I7me present hardware configuration consists of the followumg: Component: Specifications: CPU 486-2514hz, 8MB Ram, 330MB [lard Disk kRuns 100-User Network) Backup CPU 386.25Mhz, IBM-compatible 2 Meg RAM, Color VGA Munitor, Mouse, 2400 Baud Hayes-Compatible Internal Modem - - McCreary, Vesetka, Bragg & Allen - In assocloNon adth :]ayes, Cnffey & Berry, P.C. 37 Disks I I Hard drives 28 Floppy drives Tape Drive 500 MB Colorado Memory Systems iBR1 Compatible or ASCII 25 Workstations 20 - 286-25Mhz, 2-4 RIB RAM, (CRT's) IBM-compatible Workstations with access to all network software r 5 - IBR1 PS/2 workstations I OCR Page Scanner Reads Documents on paper directly into Word Processing 2'roshiba Laser printers Ilewlett-Packard Emulation, 14 pages per minute, 3 Large paper bins, and Envelope Feeder/Printer I Hewlett Packard Laser jet Prints 8 pages per minute 3 Higb•Speed Dot Matrix 320 CPS Seikosha and 250 LPS Printers Panasonic, and IBA LPS (Report Generation, etc. using continuous fornt paper) DATA PROCESSING RESOURCES Syftw,aree Component: Specifications: Internal File Maintenance S11 File Maintenance Network Software Novell Nctware 386 Version 3.11 Telecommunications Software Networked Remote Communication PC Anywhere IV/LAN Dial WDial out, Gateway Operation, Chat SbnultaneousIy with other party McCreary, Veselka, Bragg & Allen In association h Ith Hares, Coffey & Berry, RC. 38 Billing Account big, Billing Software Spreadsheets VP Planner Surpass Lotus 1-2-3 Symphony Calculator Word Processing WordPerfect 5.0, 5. 1, IBM Displaywrite 4 V.2 Interoffice Communications Electronic Mail, Appointment F WordPerfect Office Calendar, Meeting Scheduler Desktop Publishing - Newsletters, Banners, Graphics, Finesse Desktop Publishing GraphincS. Font Generation, etc. I McCreary, Veselka, Bragg & Allen - In assorlallon with Ilayes, Cuffey & Berry, P.C. 39 III. PROFILE OF THE LAW FIRM A. 111STORY OF TILE FIRM McCrea". Veselka, Bragg & Allen, P.C., as a law f imt, has been engaged exclusively in the practice of property tax law since 1960 withemphasisondel'utquentproperty tax collections. The main office of AfV1TA is in Austin, with branch offices in Ivaco, Longview, Abilene, San Angelo, Denton, and Vh iw ia. ANHA currently represents ovu 350 taxing units in die collection of delinquent property lazes. 'lltesetaxurg units include counties, school districts, cities, appraisal districts, andotherspecial t rx ng districts of all sizes. AfcCreary, Veselka, Bragg& Allen has a staff of experienced attomeys, legal assistants, computer prograrruners and operators, and other support personnel dedicated to the task of nlaxunizing your delinquent tax collections. AfVBA has consistently demonstrated the ability to administer an nggressive collection program and attain extremely high levels of delinquent tax collection for our clients. Moreover, AfVBA achieves the goal of maximizing the collections in a professional and ethical manner without embarrassing our clients with unfavorable publicity about ourselves, individually or as a law firm. AfVBA is aware that our actions reflect not only on us but our clients as well, Character and integrity are not just words at McCreary, Veselka, Bragg & Allen. - 1NcCreary, Veselka, Bragg 6 Allen - In assorfation with Hayes, Coffey & Berry, P.C. 40 U. SUMMARY OFAPPELLATE COURT DECISIONS - AICCREARY, VESELKA, BRAGG & ALLEN, P.C.9 AS LEGAL COUNSEL 1 No. 08-90.00164-CI', General Electric Credit Corporation v, Midland Central Avi raisal District and Appraisal Revtety B tar I of illidi~nd Central A l pyraisai Declricl. and Freest rte Cuu__yttrAypraisalDislrictandtheFrcestone yyntvAnpralsalReviewBoard,808SAV.2d169 (Tex.App.-El Paso 1991) Judgment modified in 826 SAV.2d 124 (Tex.1991) GECC owned art aircraft which spent considerable time in both Midland a»cl Freestone Counties, Both appraisal districts placed the aircraft on their respective tax rolls. GECC did not file aprotest with the AR 11 of either county, but shnply sued both in district court. The court of appeals held that G13CC svaa required to follow its administrative remedies pursuant to Chapter 41 of the Texas Iroperty Tax Code hi both counties. The Court of Appeals also sanctioned GECC approxinwiely .~(I{),{IqU fora frivolous appcaI. The5upremc Court reversed these sanctions, but upheld the uppellatc court's decision regarding following administrative remedies. No. 07-88.0284-CV, S. NI, FcrYUSyn it end S 111 F ryrucon r~ Inc, v. Chi!!it the rnaepen dent School 1 iatrirf, 798 SAV.2d 395 (Fex.App: -Amarillo 1990, writ den'd) Ferguson sued the Hardeman County Appraisal District and others concemhtg the oppraisal of his property lncatedwithin Chillicothe Independent School District. However, Fergusorfailed to make lonely payment of the ad valorem taxes pursuant to Tex. Prop. Tax Code §42.08. Later, he attempted to wake a payment of the taxes and claimed that he had substantially complied v.. '!h §42.08. The court of appeals held that compliance with §42.08 is determined as of the date of delinquency, and that any delinquency in payment would subject the property owner to having his appraisal district suit dismissed pursuant to §42.08, No. 3-91-482-CV, Paul W. iKiminell AKA Paul IV. Kimm ll D v B .r t Counly A pralsal District. 8.15 SAV.2d 108 (Tex.App.-Austin 1992, no writ) Dr. Khtunell was a tax protestor who denied the jurisdictional authority of the State of Texas. After multiple dilatory motions at the trial court, Dr. KimtneIl suffered an adversejudgmcnt fordelinquent taxes. lie then appealed to the Third Court of Appeals. Prior to the time the Third Court of Appeals issued a decision, Dr. Kbtanell sent papers to the court and to the litigants purporting to be orders of removal from the "Common Law Court for the Republic of Texas" withdrawing the case from the jurisdiction of the Third Court of Appeals. The docutncris even bore file-marked stamps from the alleged clerk of this "Common Law Couht for the Republic of Texas". The Third Court of Appeals held that there is no such thing as die "Conunon Law Coun for the Republic of Texas", dismissed Dr. Kirmnell's case for abandonment of the appeal, and sanctioned him for frivolous appeal, - Nitcreary, Veselka, Bragg & Allen In assoelnrlon 1411h [[ayes, Coffey & Derry, P.C. 41 - - No.11-91-2.16-CV,Otis I.Hawkinsv Van ZandlCmmlyARgraisalVisirirtel at,834SAV.2d 619 fTex.App.-Eastland 1992, ss ri( den'd) Ilaw kips operates a commercial nursery in Van Zandt County, On his property, he has a number of greenhouses,AhichareconstructedofmetalpipeSleevesdrivenintothegroundinparallelrows. Into the sleeves, are inserted tubular arches called bows. Plastic is then stretched over the parallel rows of bows to create a Quonset but style greenhouse. Mr. }lasvkins, supported by the Texas Association of Nurserymen, claimed that these greenhouses, wiilch he referred was "covers", were in reality only impleiucntsof husbandry and should be exempted from taxation underTex Prop.TaxCode§11.161. The n ial court ruin court of appeals rules ut favor of tIte appraisal district holding the greeiiltouses to be hnprovements to realty and thus taxable. The Supreme Court denied Mr. Hawkins' application for writ of error. i i No. 3-90.200-CV, 3, 1s1, Huber Cur rali n Calcium Car onate Disision v Burnet Cnm,ty Appraisal DbIrict.803 5.117.2d 613 (Tex.App.-Auslin 1991, writ den'd) J. M, I luberCorporation failed to render, for a number of years, a substantial rock crushing plant in Bumet County bi spite of repeated requests of the appraisal district to make a rendition. Hubermade substantial improvements to the plant. Finally, the appraisal district assembled sufficient data to arrive at what it considered to be a realisli; appraisal of the plant. That appraisal was substantially higher than it had been in previous years. A representative of Huber then contacted the chief appraiser. The chief appraiser told Huber that, even though it was past time for filing renditions for that year, the appraisal district would consider a rendition if Huber promptly sent it to the appraisal district. The next day, by express delivery, a document arrived from Huber addressed to the chief appraiser, The document was essentially a letter from Huber indicating what it thought the value of the rock crushing plant should be. The chief appraiser filed the document as a rendition when she received it in May of the year in question. Huber made no further contact with the appraisal district until after it received its tax bill. Finally, several months into the next year, Huber asked the appraisal district when it would have its protest hearing before the ARB. The appraisal district indicated that the ARB process was over and that Huber had not protested. Huber then filed suit contending that its communication in May of the previous year was intended to be a protest. The court of appeals agreed with the properly owner and ordeted the appraisal review board to hear the protest. No. 11-87.297-CV, First Unlon Real Est ale lnvestntent v.-Tailor County Appraisal District and Taylor CountvAUVraisalReview Board. 7S8 SAV.2d 380 (Tex.App.-Eastland 1988, writ ref d mr.e.) j The property owner fdeda confusing document concerning the authority of its agent. The Appraisal Review Board sent a notice to the agent which was duly received. After it failed to file its lawsuit on time, the property owner blamed the Board for misdclivering its notice. The Court allowed the r property owner to benefit from the ambiguity in its own document and held that the Board's notice should not have gone to the agent. NItCrearr, Veselka, Pran & Allen - In arwrfallon Kith Hades, Coffer & Berry, P.C. 42 C- I'I20F'I1,E OFT'HE PARTNERS OFAIcCREARI; YESEI,KA, BRACG & ALLEN, P.C. .TACK II. Ak ~ REAR Y, the senior nlernberof McCreary, Vesellca, Bragg & Allen, P.C. is a member of dreState Dal of Texas andAmcrican Bar Association. Ile is licensed to practice law in the Federal Courts. Mr. McCreary is a noted authority on property taxation. Since 1951 he has conducted a wide array of tax services for counties, cities, schools, special districts ruid other authorities. Ile holds the designation from the State of Texas of Certified Texas Assessor and Registered Professional Appraiser. Through the years he has provide (I properly tax advice to Texas governors and legislators, hiving rectified before legislative committees considering property tax legislation i Mr. McCreary has sen ed as a Dheom of hiterFiist Bank, Austin, Te.tas imd as Board Member of j " Buckner Baptist Bc,!evolences, Dallas, Texas. He is a fonnerConimittee C'hairimm of the Legends of Golf, PGA, Austin, Texas. Ile is a deacon at Ilyde Park Baptist Church. Mr. McCreary is agraduate of Weatherford Junior Colle e and h degrees from Baylor University, g olds B.B.A,(195p)andJ.D(195]) SHELBURNE (SHELLY) J. VESELKA is the partner in charge of the delinquent tax prograt.ts for all the taxing units in Victoria County, Taylor County, Burnet County and Burleson County, among others. lie has been a memberofthe Finn since 1971. Mr. Veselka has extensive experience in tax litigolon, both in the trial courts and appellate courts. He has personally conducted the sale of thousands of parcels of real property and performed numerous sununary seizures of personal properly, Mr. Veselka has addressed many civic organizations and professional tax organizations on property tax matters. He is certified by the State of Texas as an instructor in the Property Tax Law aiidAdvanced Tax Collections courses required for all tax assessor-collectors by the State Board of Tax Professional Examiners. Mr. Veselka was raised in several towns in the Texas oil patch where his father was a petroleum cngineer. His family moved to Houston in 1956 where he graduated from Bellaire High School, He graduated in 1964 from Texas A&M University with a B.A. in History, Upon graduation, he was cormnissioned as a Second Lieutenant in the United States Army, AVhlle in the Army, Mr. Veselka se rvcd in Vietnam where he advanced to the rank of Capta in, was awarded the B ronze S tar, the Purple licit, and the Combat Infantryman's Badge. A fter beurg honorably discharged from the Army, he entered the University of Texas Law School where he received a Doctor of Jurisprudence degree in 1971. Mr. Veselkais a memberofthe Stare BarofTexasand is licensed topractice in theU.S. District Court for the Western District of Texas. McCreary, Veaelka. Bragg & Allen In assocfallon w tilt Ila) es, Coffey & Berry, P.C. 43 i Mt. Veselka has four children and one grandchild, His interests include golf, water sports, Aggie eporting events, soccer and travel. Ile is a member of Tarrytown United Methodist Church. (ALBERT T. BRAGG is originally front Baltimore, Maryland where his father was a Baptist minister, Mr. Bragg attended Baylor University where he received a B.B A. degree in 1971 Ile received his Doctor of Jurisprudence degree from the Baylor University School of Law in 1973. After graduation from law school, he was promoted to the rank of Captain in the United States Air Force. Ile was a Judge Advocate at Bergstrom Air Force Base in Austin from 1914 until 1978. Mr. Bragg joined the Finn in 1978. lie has handled all phases of delunyuent tax collection litigation. Ile is a member of the property Tax Section of the State Bar of Texas. Mi. Lti,ieg and his, wife have one son. They are active members of Hyde Park Baptist Church where Mr. llt agg serves as a deacon and is Chainnan of the Church Trustees, 1 li 1IA R V E1' Ni. ALLEN is the partner in charge of the delinquent lax collection programs and provides legal representation to the Midland Central Appraisal District, Bowie County Appraisal District, and the Tax Appraisal District of Bell County, among others. Ile has been a member of the Firm since 1981. Ile is active in all phases of the Finns work, including trial and appellate practice involving both collection and appraisal matters. Over the years, Mr. Allen has rendered numerous legal ophn ions to schools, cities, counties and appraisal districts on property tax rel Bled matters. Mr. Allen is an authority on the Financial Institutions Refonn Recovery and Enforcement Act of 1989 (the "savings & loan bailout" legislation) and its impact on local taxing units. He has addressed the Tax Assessor-Collectors Association of Texas and Texas Association of Assessing Officers on the complex provisions of this Federal law. A caiified public accountant, Mr. Allen formerly worked on the audit staff of Arthur Andersen & Co., Certified Public Accountants, in Houston. He has participated in numerous audit engagements involving Fortune 500 companies. Mr. Allen is a member of the Texas Society of Certified Public Accountants. Mr, Allen, from Houston, Texas, graduated from Spring Woods High School. He attended Baylor University and obtained a B.A. degree in 1975. Mr. Allen entered graduate school and received a Masters in Business Administration degree in 1977. Afterworking in public accounting, he retumed to Baylor University School of Law and received a Doctor of Jurisprudence degree in 1981, Mr. Allen is a member of the State Bar of Texas and is admitted to practice in Federal Courts. Mr. Allen and his wife have three sons and are members of Hyde Park Baptist Church where he serves as a deacon and on the Finance Committee of the Church. Ile has also served on the Board of the Parent-Teacher Association of his sons' elementary school. His interests include golf, fishing and travel. McCreary, Vesetka, 13ragg & Allen - - in arsorlnllon with Hayes, Cuffey & Berry, P.C. 44 I' i U. PROFILE OF THE ATTORNEYS AND KEY PROFESSIONAL STAFF OF McCREARY, VESELKA, BRAGG & ALLEN, RC.'. ~ i ATTORNEYS ' I ROBERT L. MEYERS is from Houston, Texas where he graduated from Spruig Woods High School. He attended undergraduate school at Baylor University, receiving a B.A• degree in History. Iic is a 1980 graduate with a J.D. degree from Baylor University School of Law. Mr. Meyers served { as ail assistant city auvrticy for the City of Waco from 1980-1986 where lie worked primarily in the areaofadvalorenitaxation. His duties includedthesupervisionofthe collection of taxes for the City of Wnco and the Waco Independent School District os ell as representing the City in establishment j and operation of Tax Increment Financing Districts and Tax Abatement Districts. i Mr. Meyers joined McCreary, Veselka, Bragg & Allen on January 1, 1987. Mr. Meyers as the managing,utomey for the Waco office represents various school districts, cities, counties and special districts in the collection of taxes. Ile also represents the McClennati County Appraisal District as general counsel and in appraisal litigation. He was appointed general counsel of the McClennan County Education District. I le is a frequent speaker for the Texas Association of Appraisal Districts and Texas Association of Assessing Officers. Mr. Meyers is a certified instructor by the Board of Tax Professional Examiners and teaches several tax courses throughout the State. Mr. Meyers is a member of the State Bar of Texas and practices before the trial and appellate courts of this State. He is also a member of the State Bar of Texas Committee on Ad Valorem Taxation and cotmnittee on Professionalism. He is licensed in Federal. Court where he has litigated cases concerning the appraisal of property for ad valorem taxation. MICHAEL REED, is an attorney in our Austin office. Mr. Reed grew up in San Antonio, Texas where lie graduated from Jefferson High School in 1965. He attended Texas A&M University, graduating in 1969 withadegree in History and Political Science, and served as an officer in the U.S. Au For( a from 1969-1972. He graduated in 1988 from the University of Texas Law School, and began to practice with McCreary, VeseIka, Bragg & Allen at that time. He is admitted to practice law in the state courts of Texas, the Federal District Courts for the Northern, Southern, Eastem, and Western L'istricts of Texas, as well as the Fifth Circuit Court of Appeals. Since joining the Finn, Mr, Reed has largely focused on bankruptcy problems facing ad valorem tax jurisdictions. He has helped to devise the procedures that we use to maximize the recovery to tax jurisdictions of revenues that are jeopardized by bankruptcy proceeduigs, lie has also participated - - McCreary, Veselka, Bragg & Allen - - In association M'lrh llayeq, Coffey & Berry, P.C. 45 in developing the computer system by which we are able to track bankruptcies with delinquent lax problems throughout the state, Apart from banknptcy practice, Mr. Reedhas been active in soliciting passage of useful ad valorem ins legislation in the Texas Legislature. Along with Harvey Allen, he has obtained Legislative sponsorship and passage of pertinent ad,, alorent tax measures that benefit all tax jurisdictions. Along with such activeparticipation in the Leg islai i ve process. Mr. Reed has been in the position tonnonitor the chaunges in the school fiance system, and was able to assist numerous school districts in making the necessaryndaptations tocomply with school fundungsystem changes. Along the saine File, when the CED funding system was challenged in Federal Court, Mr, Reed participated in the defense of the school districts in the Fed^ra) District Court and Fifth Circuit proceedings. i A1r. Reed has been a frequent speaker and publisher for associations of appraisal district personnel, Inx officials, other lax piofessiou;ds, and school officials, as well as for the West Texas Banktuptcy Bar and the Ad Valorem Tax Section of the State Bar of Texas. j D. KIRK SWINNEY joined the Finn in April, 1990, Mr, Swinney provides legal representation to out clients utthe areas of bankruptcy and appraisal district litigation. He has extensive experience in the United States Bankruptcy Court. Mr. Swinney has litigated numerous cases before the Bankrrptcy Courtwhile protecting the interest of taxing units from the clahns of compethng creditors turd against the Trustee of the debtor. He currently has several Bankruptcy Court cases on appeal to the United States District Court and the U.S. Fifth Circuit Court of Appeals. Prior to joining the Finn, he was First Assistant City Attorney for the City of Midland where he practiced un a wide range of litigation fields includung contracts and local govenunent law, procedures.andproblems. He has been a speaker and writer for the Texas Municipal Lealr.,efrexas City Attorneys Association Conferences, as well as a frequent advisor to Texas rnwilcipalities regarding issues such as cons.itutionalprocedures, utilities, all types of local taxes, and bankruptcy. He has also been a contributing writer to the National Institute of Municipal Law Officers Publication, "Municipal Attorney". Since joining the Firm, he has successfully litigated several appraisal district cases and participated in and successfully settled numerous others, Mr, Swinney was admitted to the Slate Bar of Texas in 1984, lie is also licensed to practice before the Federal District Courts of the Northern, Southern, Westem, and Eastern Districts of Texas, the Eastern and Western District of Arkansas, the Fifth Circuit Court of Appeals, and the United States Supreme Court, He graduated fi oni Lubbock Clristi vt University (BA, 1981 Suouna Cum Laude) aid Texas Tech University School of Law (1.D. 1984). He is a nnenibet of the Texas City Attorneys Association, State Bar of Texas, and Christian Legal Society, ROY L. ARMSTRONG joined the Austht office ofourFinnon February 15,198 S. Mr. Annstrong has extensive experience representing tax units and appraisal districts and has practiced before McCreary, Veselka, Bragg & Allen in assodalton 01h ilayes, Coffey & Berry, P.C. 46 II rwrnerousCourtsofAppeal andtheSupreme Court ofTexas. Priortojoining our Firm, he practiced with a private law finn in Dallas and represented the Dadas Central Appraisal District in cases such as Dallas o r t nnraisal District v Institute for Aerobics Research, Uallas Co-mty Appraisal i t[ict vs L D BrLnklnan & Co., curd Uallas County Appraisal District as Ne . Mr. Armstrong has represented taxing units in administrative proceedings before the State Property Tax Board. Fie is also licensed to practice in the Federal District Court for the Northern District of Texas. Mr. Armurong holds degrees from Southern Methodist University, (B.A. 1981 Summa Cunt Laude) ssl,ere he is a member of Phi Beta Kappa, and the University of Texas Law School, (].D. 1984, with honors). RODNEY B. DOWD joined the Firm inlanrt:uy,1988. Mr. Dowd is the ManagingAttomeyof our Longview office. He graduated from Baylor University with a B.B.A. in Economics in 1976. He teceiced his J.D. from Baylor University Luw School in 1979. Ul,on admission to the State Barof Texas. he served as general counsel for an oil and gas company for six years mtd was in private practice for three years before joining our Finn. Mr, Dowd is a member of the State B nr of Texas, and is active in the Texas Young Lalyyers Association of llarrison mtd Gregg Counties. Mr. Dowd is also admitted to practice in the Federal District Court for the Eastern District of Texas. KEY PR IF 1 NA STAFF CLYDE M. CRAIGEN is the Director of Operations of the Firm. He joined the Firm in 1971 as a Tent Consultant. He has extensive experience in the areas of tax program analysis, title research, taxpayer no•;firr,tion and address research. Mr. Craigen's area of expertise includes contract management and public relations with both tax office personnel and the general public. He has been instrumental in the Firm's uuplementatfon of extensiveintegrated wordprocessinganddata processing systeins. Managcmentofoffice functions include coordinating computer data services and being the liaison between the Iaw firm and computer system analysts, as well as directing the daily operations of the Austin Office, Reforejoining the Firm, Mr. Craigen was a Tax Account Supervisorof the Ad Valorem Tax Division of the State Comptroller of Public Accounts, There lie accounted for State Ad Valorem Tat fund; and approved State delinquent tax contracts. lie holds the designation of IPA and is a memlxr of the Texas Association of Assessntg Officers. Ile also is a member of the Tax Assessor-Collectors Association of Texas and has served as Secretary-Treasurer of that Association. fie is an alumnus of the Univtrsity of Texas. - McCreary, li'eselka, Bragg & Allen fn association H ith 1la3 e3, CuRey & Derry, P.C. 47 i I LAIRD J. NIARKLAND is the Deputy Directorof Operations. He joined the Finn in 1978 as a Tax Consultant, He has extensive experience in the areas of tide resewdi, taxpayer notification and address research. Mr. Markland's areas of responsibility include contract report writing, developing ' computerized statistical graphs and charts as well as coordinating the daily activities of our Austin stall, N1r,Marklattdwas afield appraiser for SoutlnvestemAppraisal Company, Inc. prior tojoutittg the Firm. He has appraised real and personal property throughout the State. Mr. Mark.land is u ' memberoftheTexasAssociation ofAssessing Officers and the Tax Assessor-Collectors Association of Texas. He is an alumnus of the University of Texas. LUCINDA (CINDY) IVILCOXEN is Director of Data Processing. She became a member of the 1 Firm ui 1976 after graduation from Mary Hardin-Baylor University. With sixteen years of experience in delinqueuttaxcollect ions, Mi. WOcoxen coord in ates the development, docuntentation turd maintenance of theMVBA computer system. She supervises computerdwa conversions and all data processing applications. During heryears with the Finn, she has processed data from every make mtd model of computer hardware and software which are installed in tax offices across the state. McCreary, Vesellca, Bragg & Allen - - In assorlarton h*h llayes, Coffey & Berry, P.C. 48 E. PROFILE OF THE PARTNERS OF HAYES, COFFEY BERRY, P.C. 1 RICIIAF?D D. IiAl'GS received his Bachelor of Business Administration degree from Texas ' Cluistian University, his Master of Business Administration dregree form Texas A & M University rind his law degree form St. Mary's liil iversity School of Law. He served as a briefing attorney for the Chief Judge of the United States District Court for the Western District of Texas. lie is Board C'erlif ied by the Texas Board of Legal. Special ization in Commercial and Re sidential Real Estate Law. He is licensed to practice in Texas Courts iuid the United States Districts for the Northern, Eastern, _ Sonthern and Western Districts of Texas, the Courts of Appeals for the 5th and 11th Circuits and the Supreme Court of the United States of America. Member: Denton County Bar Association (Dhector/Prea^,urer), State Bar of Texas, American Bar Association, Association of Trial Lawyers of America an J Texas Trial Lawyers Association. He practices in the areas of civil, banking, real estate, contru•.tion and governmental litigation, DAN C. COFFEY received his Bachelor of Business Administration degree in economics from Baylor University and his law degree from Baylor University School of Law. He is licensed to practice in Texas Courts and the United States District Courts for the Northern and Eastern Districts ofTexas.Member: Den ton County 13 ar Association, State Bar of Texas, American Bar Association, the Texas Trial Lawyers Association, and Denton County Ciminal Defense Association, School Boards. tie practices in the areas of civil trial litigation. batiking, family law, governmental, and commercial, BYRON R. BERRY received his Bachelor of Business Administration degree in accounting from Texas Tech University and his law degree from South Texas College of Law. He is also licensed by the Texas Stale Board of Public Accountancy as a Certified Public Accountant. He is licensed to practice in Texas Couns andihe United States District Couns forthe Northern and Eastern Districts { of Texas. Member: State Bar of Texas, Denton County Bar Association, Denton County Society of Certified Public Accountants, United States Eastern District Coui of Texas Bankruptcy Bar, Texas Trial Lawyers Association, The American Bar Association, American Institute of Certified Public Accountants, Dallas ChapterTexasSociety of CertifiedPublic Accountants. He practices in the areas of tax, business, bankruptcy, corporations, probate and estate planning, 1 i McCreary, Veselka, Bragg A Allen - - In assorrallun M'Irh I la) es, Coffey & Berry, P.C. 49 I i I F. PROFILE OF THE ATTORNETS AND KEY PROFESSIONAL STAFF OF IIAYES, COFFEY & BERRY, P.C. ATTORNEYS STANLEY D. CURBO received his Bachelor of Arts degree from the University of Maryland and his law degree from State Mary's University School of Law. He is licensed to practice in TexasCouns and the United States District Court for the Northern District of Texas. He served 3 1/2 years in the United States Marine Corps and 13 months in Vietnam. Member; State Bar of Texas, Denton County Bar Association, American Bar Association, Texas Trial Lawyers Association, National District Attorneys Association, Texas Municipal League and Texas District and County Attorneys Association. lie practices in the areas of civil trial litigation, banking, oil and gas, real estate, governmental and criminal law. GREGORY J. SAWKO received his Bachelor of Arts degree from St, Mary's University and his law degree from St. Mary's University School of Law. He is licensed to practice in Texas Courts and in the United States District Court for the Northern District of Texas. Member: Denton County Bar Association, American Bar Association, Texas Trial Lawyers Association, lie practices hi the seas of personal 'injury, workers compensation, governmental and civil trial litigation. SCOTT ALAGOOD received his Bachelor of Business Administration degree in Finance from Texas A & M University, and his law degree front Texas Tech University School of Law. KF.Y PROF - IONA . STAFF MARIE CIIAVE7. is a paralegal. Ms, Chavez attended Georgetown University, majoring in English and court reporting. She graduated from VTI Institute for Paralegal Studies in 1986. Before this she was a certified court reporter working on federal contracts involving agencies such as the Equal Employment Opportunity Commission, Security and Exchange Commission, Interstate Commerce Curtunission, and the National Labor Relations Board. She has been employed by several lasv firms in Dallas, and has relocated to Denton, Texas. She is presently a member of the Grcater Denton Legal Assistants Association, State Bar of Texas Legal Assistants Division and the Texas Nut,uy Public Association. CI IRISTINE MOTT is a paralegal. Ms. Piott has seven years experience in the areas of real estate law and corporate law. She has also worked as an abstractor at aTitle Company. Ms. Piott is presently a member of the Greater Denton Legal Assistants Association, Slate Bar of Texas Legal Assistants Division and is a former Pack 59 Cub Scout Leader. NkCreary, Veselka, Bragg & Allen - - - - In association *11h 11a3e,g, Coffey & Berry, P.C. 50 I i f I 1CENNA 5TUR1is a paralegal, nine Ms. Storie attended Oklahoma State University, %Is. years experience in ;he areas of personal injury aid litigation, Nis. Storie is pr Storie has D esently a member DivthisieonG. reater Denton Legal Assistants Association and the State Bar of Texas Legal Assistants 1~1111'ly "'w, criminal law and municial law. Ms. Richter is a Memr of PA N1 RICHTER is a paralegal, Ms. Richter has four years experience in the areas of litigation, Assistants Division and the State Bar of'Iexas Legal Assistants Div siion C Greater Denton Legal IIFFANYIIEARTLINGis nlawclerk. Nis- Ileadlingis in her final yearof law school atSouthem Methodist University and is a candidate forJur's Doctorin May, 1993. Ms, Heartling is a Coordinator of the SMU Pro Bono Clinic, NkCreary, Veselka, brraBB & Allen In association with 112yes, Coffey & Berry, P.C. 51 IN- { i IV. CLIENT REFERENCES A. CLIENT REFERENCES OF McCREARY, VESELKA, BRACG & ALLEN P .C. AfcCreary., Veselka, Bragg &Allen, P.C. has an established delinquent tax collection program in Denton County, We are pleased to provide the following list of our clients in Denton County and encourageyou tocontact themregarding ourcollectiov services andlegal representation. Acomplete List of our clients is included as Exhibit 15. r Denton County City of Aubrey Nis. Mary I lout (collected by Denton Cenual Appraisal District) Tax Assessor-Collector Nis. Cheryl Field P, O. Box 1249 City Secretary Dcnion, Texas 76201 107 South Main Street (817)566.7908 Aubrey, Texas 76227 Argyle Independent School District Corinth MUD #1 (collected by Demon County) (collected by Denton Cenral Appraisal District) Mr. Mickey Koonce Ms. Donna Dye Superintendent 3911 Morse P. O. Box 989 Denton, Texas 76202 Argyle, Texas 76226 (817)566-0944 (817)164-7241 City of Argyle Pilot Point Independent School District (collected by Denton County) Nis. Carol Coffee Nis. Sarah Slone Tax Assessor-Collector P. O. Box 1035 828 South Harrison Argyle, Texas 76226 Pilot Point, Texas 76258 (817)464-7273 Aubrey Independent School District City of Pilot Point (collected by Denton Central Appraisal District) Ms. Carolyn Boetncr Dr. James Monaco City Administrator Superintendent 104 E. Maur Street 415 Tisdale Pilot Point, Texas 76258 Aubrey, Texas 76227 (817)686-2165 (817)165.2721 McCreary, Vescbca, Bragg & Allen - In association hdth Ilayes, Coffey & berry, P.C. 52 Ponder Independent School District Sanger Independent School District (rnllerrn4 by Dutton Crrrrral Appraisal Disoic t) Nis. Delores Watts Air. Enunien Baker Tax Assessor-Collector Superintendent P. O. Box 807 P. O. Box 278 Sanger, Texas 76266 Pondcr, Texas 76259 (817)558.7448 (817)379.2266 City of Sanger City of Ponder Nis. Rosalie Garcia (rolle(trd by Denton Central Appraisal Disn icr) Tax Assessor-Collector Nis. Donna Dye P. O. Box 578 3911 Morse Sanger, Texas 76266 Denton. Texas 76202 (817)458-7930 (817)506-0904 Krum Independent School District (collared by Dentan Central Appraisal District) Mr. James Bible Superintendent P. O. Box 158 Krum, Texas 76249 (817)582-3794 Former client: Denton Independent School District Ms. Kathy Arrington Purchasing Agent 900 Linden Drive Denton, Texas 76202 (817)382-6300 The following are client references from outside of Denton County. Corsicana Independent School [Astrict Keller Independent School District Ms. Mary Cooper Dir. Ed Hasson Tax Assessor-Collector Tax Assessor-Collector P. O. Box 129 P. O. Box 209 Denton, Texas 76202 Keller, Texas 76248 r (817)382 ,6300 (817)431-2441 - McCreary, Veselka, Bragg & Allen - - in association wkk Ulies, Coffey & Berry, P.C. 53 F low# Victoria Independent School District Tax Appraisal District of Bell County (Or.). of Victoria) (Bell Co., City of Temple, City cf Killeen, Ms. Mary Gerdes Cite of Harker Heights, Belton 1.S.D., City of Tat Assessor-Collector Belton, Academy I.SD., Bartlett I.SD_ Holland 1'. O. 11 ox 1219 IS D., Killeen I.S,D„ Rogcrsl.SD., Salado i,S.D , Victoria, Texas 77902 Temple 1,S.D., City ofBarrlen, City ofHollatd, (5121576-5241 Cih of dl organ's Paint Resort, City ofNolanriile, City cf Rogers, Comanche Hills Utility Distrirr, County of Victoria Donahoe Creek District, Elm Creek 1Varershrd Ilonotable I1clen R. Walker District, Heidenheimer iV.CdD., Little River County Judge JV.CLD.#1,Mangan'$Point W.C.1.D.,Nolan Creek #6. Nolar+ ille, {V.C.I.D. #3, TenrpleJtrniorCollege, 127 CO Room rn Moody 1. S, D., Troy I.S.D., City of Troy, Darns County Courthouse ('trek li'atershed District, American Edurarional Victor iu.Texas 77901 COP, rplex,City afL[tile Rir,cr,Ciry ofSoIdo,City (P(512)575-4558 licidenheimer, Florence 1,S.D., Bell C.E.D.) Longview Independent School District Mr. Mike Watson Dr. R. L. McMichael Chief Appraiser Superintendent P.O. Box 390 P. 0. Box 3268 Belton, Texas 76513 Longview, Texas 75606 (817)939.5841 (903)753-0206 Harrison Central Appraisal District Central Appraisal District of Taylor Co, (Marshatll.S.D,,1Vaskoml.S.D.,Har(7a)lor Co., bferkel LS.D, Wylie 1.S.D„ Abilene !lallsrrilel,S.b.,Karnackl.S.D.,C'in(VAfarshall, I.S.D,JimNedl.SD.,Trent l.SD„City ofAbilene, CityOf I'Vaskoni,Harrison C.E',1) i Erclal.SD.,Taylor C.ED„Tuscola Taylor County Fresh {Vater District, West Central Texas bluniel. Mr. David Whitmire palls'arerDistrict, Valley Creek W,CD„Elm Creek Chief Appraiser iV,C.D., City of Buffalo Gap, City of/mpact, City of P. 0. Box 818 1.alin,City efMerkel,city (fTrenr,City OfTuscolo) 308 East Austin Mr. Richard Petree Marshall, Texas 75670 Chief Appraiser (903)935-1991 P.O. Box 1800 Waco Independent School District Abilene, Texas 79604 Mr. Thomas E. Kelly (915)676-9381 Assistant Superintendent for Finance Waco Administration Budding r IOth Floor 501 Franklin Avenue Waco, Texas 76701 (317)752.8341 In association with ilayes, Coffey R Berry,l'.C. 54 INV IS. CLIENT REFERENCES OF HAVES, COFFEY R BERRY, P.C. llarer, Cvffu & Berry, P.C. has an established record M local counsel for various Denton County governmental Agencies. We encourage you to contact them regarding our services and legal nepresentalion. Denton Independent School District City of Pilot Point Dr. Tun Sonnenberg Ms. Carolyn Boerner Superuttendent P. O. Box 457 1307 N. Locust Pilot Point, Texas 76358 Denton, Tcxas 76201 (817)686-2165 (817)387-6151 Town of Hickory Creek City of Argyle Ms, Elizabeth Penny Mayor Jenkins P. O. Box 453 506 N. Highway 377 Hickory Creek, Texas 75065 Argyle, Texas 76226 (817)686-2165 (817)464.7273 MHMR of Denton County Sanger Independent School District Ms. Cindy Ul Mr. Mike Rosenberg Administrator Superintendent 515 S. Locust P. O. Box 188 Denton, Texas 76201 Sanger, Texas 76266 (817)565.1606 (817)458-7438 McCreary. Veselka, Bragg & Allen - In association with Flayes, Coffey & Berry, P.C. 55 I V. RELATED ISSUES A. CONIPENSATION OP THE LAW FIRNI ATUORNE1" S FEES r McCreary, Veselka, Bragg & Allen proposes a fee of fifteen percent (I 517c) of the delinquent property taxes, leitalties and interest collected during the tenn of the contract. Ilse fee would be paid to the 3 Finn on a monthly basis and would be in direct relationship to the quality of our performance. Each subsequent year of delinquent property tax would enter into the terms of [lie contract on July 1. All costs incurred for data processing uctivi[ies, taxpayer notification, postage, address research and leg,,d assistance will be paid by the Firm. The Property Tax Code, Section 33,07, provides for an additional penalty of fifteen percent (15%) which may be added to the dmount of taxes, penalties and interest due if the client contracts with a private law firm and gives proper notic; to taxpayers during the month of May a ach year. This statute allows the client to collect the additional penalty which will offset fees paid for delinquent tat collection. Section 33,48 of the Property Tax Code provides for fifteen percent (I S%) attorney fees on all delinquent tax years which are placed in litigation. Therefore, as a result of Sections 33.07 and 3.1.48 of the Property Tax Code, the fees earned by the Firm will be paid by the delinquent property owners. All fees earned shall be paid to the Firm by check each month, The Firm will begin collecting current yearpersonal property tax accounts on March 1st of the year they become delinquent. However, the City Shall not owe the Finn a fee for the current year petsonal 1 -operty [axes collected between March 1 st and June 30th unless the Finn files a lawsuit on the account and collects atiomeys fee pursuant to Section 33.48 of the Property Tax Code. The City has set aperformance goal of collecting an amount equal to at least sixty percent (60%) of dre total delinquent base tax amount eachyear. The Fretfully expects to meet this goal, The penalty the City may invoke if this Is not met is the 30-day cancellation clause. We will meet with the City staff at the beginning of each fiscd year and establish collection goals. A ptopused contract is included as Exhibit 16. This contract provides that the City may lerni hate the contract. In the event the City were to become dissatisfied with the Finn's performance, the City , could exercise its right to lerminale the contract. At the end of the contract all tax files will be turned over to the City Attorney. McCreary, Veselka, Bragg & Allen _ In assoclalion 0111 Hayes. Coney d Berry, P.C. 56 ABSTRACT FEES ArcCreaQ-, Veselka, Bragg&Allen will not charge an artificially or arbitrarily unposed cost perrrarr to recover abstract fees as do other tax collection law f inns. As mentioned in the Title Research section of this proposal, we will utilize the ser%ices of a locally-owned abstract company to provide title inforuation on real property, or we will sub-contract this work to a minorityownded Land Title Research company. B. PUBLIC RELATIONS An bupottant facet of a comprehensive tix collection program is community awareness. An informed public rallies behhtd a credible and responsive tax program. The Finn provides press releases to the local news media, detailing the initiation of collection activities such as sununary seizures of personal property, mass mailings of delinquent tax notices, the filing of delinquent tax suits, and public auctions of real property. All of ourpress releases ate approved by client staff members prior to transmittal to the news nnedia. Appropriate and well- nttutaged press coverage greatly enhances collection efforts. In uddit ion, we are available to speak before professional, civic and social groups to explain the goals of the delinquent tax collection program. llnyes,Coffey & Berry, P.C., is Irenerally acknowledged as being one of the most actively involved group of professionals in the Denton comnnunity, having members active in such service organiza- tions as Rotary, Kiwanis, Elks, Lions and Jaycees, as well as special service groups, such a9 the Denton County Blue Ribbon Club, Denton Boys and Girls Football, Basketball and Baseball Programs and Juvenile Lawyer for a Day Program. HCB has directors on the boards of North Texas Savings and Loan Association, the Greater Denton Acts Council, Denton Rotary Club, Denton Kiwanis, Denton YMCA, Denton Bar Association, Lake Forrest Good Samaritan Advisory Board, and Denton Chamber of Commerce, with Richard Hayes being the 1993 Chairman elect of the Chamber. Pro bond services are performed for such charitable organizations as the Denton County Pre-Natal Clinic, Ann's Haven Hospice, Birthright of Denton and AIDSDerton. C. INTERVENTIONS The Firm intervenes in all suits for property taxes filed by any other taxing unit. Copies of all suits f filed by t1JcCreary, Veselka, Bragg & Allen will be forwarded to the attorneys representing other taxing units in order that they may intervene in our suit and avoid the initiation of another suit on the same defendant by the other taxing unit. McCreary, Veselka, Bragg % Allen - In association U-1th Ilaye3, Coffey d berry, P.C. 57 4 f McCreary, Ve sclka, Bragg & Allen represents the County of Denton. It is our policy to include all taxes duc ,ill jurisdictions that are represented by the Finn in a single suit. This avoids the initiation of multiple suits against the same taxpayer that can tesult when congruent jurisdictions are represented by different ftnns. It also suea,nlines court proceedures and reduces court costs, eliminating the intervention fees charged by the District Clerk. r D. DISPOSITION OF EXISTING LITIGATION t McCreary, 1Veselka, Bragg & Allen assumes the responsibility for all pending delbiquent tax k litigation involving our clients. The Firm assumes control of the old suit records and amends or files motions to substitute counsel in all the pending cases. E. REPRESENTATION IN ALL PROPERTY TAX MATTERS AlcCreary, Veselka,Bragg&AIlerr provides legal guidance, opinions and representation onproper,y lax matters to our clients at ao additional charge. Our legal counsel on the calculation and publication of the effective tax rate and the potential and consequences of tax rollback elections is valuable during the budget planning process. The Finn monitors the opinions of the Attomey General, the rules and regulations of the Property Tax Division of the Comptrollerof Public Accounts and tax related proposals when the Legislature is In session. We publish a newsletter for our clients each quarter called View Point. A copy is included as Exhibit 12. F Additionally, as current issues arise, we provide bulletins on significant court decisions, opinions, rulings and legislation invol v ing property taxation to our clients. Our most recent bulletins have been published keep our clients Worned about pendbtg legislation concerning propeity tax matters. (Exhibits 13 and 14) - _ McCreary, Veselka, Bragg & Allen In association with Hayes, Coffey & Berry, P.C. 58 F EQUAL LNIPLOYMEN OPPORTUNITY McCreary. Vcsefka,ITragg & Affen, P.C. (MVBA) is sat Equal Opportunity Empleyerandcomplies with EEOC guidelines. Applicants for position.ve considered based on their qualifications for the position applied without regard to race, color, religion, creed, gender, national origin, age, marital or veteran status, disability or any other criteria prohibited by law. i 'llte ethnic make up and sex of our staff is as follows: African Anglo Hispanic American Gender. o • F'emute Attorneys 8 s - dente Professional staff :.1 -Femute (Legal Assistants 35 17 • mote and Managers) iZ 2 w3-FemI support Staff 6 • ntcle Hayes, Coffey & Berry, P.C,, is an Equal Opportunity employer and complies with EEOC guidelines. Applicants for employment are considered without regard to race, color, religion, sex, national origin, age marital or veteran status, the presentece of a non-job-related medical condition or htutdicap, or any other legally protected status. 'Ilse ethnic makeup and sex of our staff is as follows, six attorneys, all male Anglo, twelve support staff, ten female, two male, one hispanic, one wnerican istdian and one senior citizen, - - AkCrcary, Vm1ka, Bragg & Allen -r in association wtth M3 es, Coffey & Berry, P.C. I 5y I G. FINANCIAL STRENGTH McCreary, Veselka, yragg & Allen, P.C. has been in existence since 1960. With over 350 clients, ,,It Finn lies the financial strength to commit the resources required to administer an effective delinquent tax collection program. You may contact tie follow•Ing bank officers for theirconurtems on our financial strength: Mr. Keith Griffith Dlr. Mike l.itterest Senior Vice President Vice President Bank One First State Bank F.O. Box 9789 F.O. Box 3550 Austin, Texas 78766 Austin, Texas 78761 512-467-5733 512-495-1000 I mcCrearp Veselko, Bragg & Allcn in assocfadon KIM Mayes, Coffer & Berry, P.C. 6,0 i i VI. EXHIBITS r McCreary, Ve.+elko, Bragg h Allen - - in association 11-uh Huy es, Coffey h Berry, P.C. 61 y F.}:}IlF'•1T' 1 - MILD DETAIL LEITER LE ,[,\(vl\] t jk.CREARY, VESELKA, BRAGG & ALLEN, P.C. ATTORNEYS AT LAW F o. box 2c997 A'25TIN TEXkS787560999 FAX (511I 454 1601 DAIE i RE: COUNTY OF EXAMPLE 123 6567 08910 SMITH, Ski E. 111 FIRST STREET ANYWHERE, TEXAS 79735 NOTICE OF DELINQUE14T PROPERTY TAXES Dear Taxpayer: This law firm has been retained to collect delinquent property taxes due to County of EXAMPLE. According to the delinquent tax records, there are delinquent taxes on property assessed in your name. The property description, years due, and the amount due are as follows; ACCOUNT fl: YEAR(S) DUE: 111223 89-91 TOTAL DUE: $3,I2O.68 PROPERTY DESCRIPTION! LOT 1, BLOCK 6R, SKYLINE IF PAID DURING CALCULATION MONTH, 1993 PARK. ADDN If you believe that these taxes are paid, you must forward your cancelled checks or tax receipts evidencing payment to the Tax Office so the records may be verified. IE9y_}31LVEOEN.II.Y~IIID~RS_TAXE4~_PIEASE~ISRE~Afl4_.~lild N4I~~• This notice is being delivered to all accounts on the delinquent teat roll regardless of legal proceedings which may be pending or other notices from our office which you may have received. I rnyment must be made to County of EXAMPLE and sent dir^.4Cly to Tax Assessor-Collector, MAILING ADDRESS, ANYWHERE, Texas ZIP, PHONE. RETURN THIS LETTER TO THE TAX OFFICE WITH YOUR PAYTIENT TO INSURE PROPER CREDIT. h y Very truly yours, Jack McCreary r _ _ A111+. L142M1 _ CEN-0M_ ogoO rr O.F"%La VMRA wLnO 190 lw-m~ 1W 16..E..ry 1PN Rwar 11E C.R1f. ql UU."I" /u U1/ em, l00R g1s1 M' Ion E0) 1w,I ow. 101 s'$ to NM 10! P7M MW Lon. TX 4-114201 Anima. To-NW 0.11p to 7wor Lspw 10 ?!543' 1. L'o., 19 Not W.bu?R?Mt INN 100 10111At I.1 1111 IPA 11-0 1101 061 49011 nE 1 nr 10111 VIA, clip PH141 MR:.. 11716,01 u. 1n.,n! p 1 T 101 rn/ l 7 KXHILIT 2 - 11A,RSH ITTAI1 LF11rR nn McCq Acv, VES=.LYA, BRAGG LA 8 ALLEN, P.C. UU r ATiO;'~'YS AT AT LA 45' ft~r7 r 0 I)OX 751)9 U ALJSWU TE:XAS^I'. 7SS OBeo FAX 1512,454 ~ael nn r r I, P. E: COUNTY OF EWIPLE 193 7654 32100 JONES, JOHN S. 1!5 THIRD STREET ANYWHERE, Texas 2IP I NOTICE OF DE'LTNf1UENT PROPERTY TAXES Dear Taxpayer: This low firm has been retained to collect delinquent property taxes due to County of EXAMPLE. According to the delinquent tax records, there are delinquent taxes on property assessed in your name. The property description, years due, and the amount due are as E'ollows: ACCOUNT fh YEAR(S) DUE: 111225 89-91 PROPERTY DESCRIPTION: TOTAL DUE: $2,030.24 LOT 20 BLOCK 5R, SKYLINE IF PAID DURING CALCULATION MOUTH, 1993 PARK ADDN If you believe that these taxes are paid, you must forward your cancelled checks or tax receipts evidencing payment to the Tax Office so the records may be verified, legal proceedings may be instituted to foreclose the lien on your property created by the delinquent taxes if you do not respond within 1L days from the date of this letter. This notice is being delivered to all accounts on the delinquent tax roll regardless of legal proceedings which may be pending other notices from our office which you may have received. Payment must be made to County of EXAMPLE and sent ~i,cectly to Tax Assessor-Collector, MAILING ADDRESS, ANYWHERE, Texas ZIP, PHONE, RETURN THIS LETTER TO THE TAY. OFFICE WITH YOUR PA17-IENT TO INSURE PROPER CREDIT. Very truly yours, Jack McCreary _ .nrw .el~r,le DCNTOM c ovitw I/a l.erw IOH h, w,w - db INO(~G ViCMa,A _ 1~ Is IJII il>D IJ11 1 Am,b111}L4t11 IY'fl, 11'901 11""1 1feu lMf plW%3A ~ 11l NI At"I~y^1 00M 44, 111 171}I11110p0 fl'I 1'71110 It01 lrpaw. TA 15MI /f 11, 111H00 neb ,.1A H,01 II }'11%)7:11 fDG1111311 to H§%111.1 f1Hi 91 dIN IIR; 11}NII Wye. t1 W91 Tlet ~ 1u }11 EXHIPIT 3 - LENAND LETIER MCC9EAAV, VESEL 14E 8 ALLEN, P.C, !.1 ~II11~I ATTORNYS AT AT LAW IJII'1~1U ~U;Jlll~ ~ P0 BOXZGM AUSTIN, TEXAS 7875509W I FAX (5-2) 454 18P1 DATE 1 I Mr. and Mrs. Sam E. Smith 111 First Street IJ A41VAEREO Texas ZIP I NOTICE OF INTENT TO FILE SUIT I I I Re: Delinquent taxes due on property described as Lot 1, block 6R, Skyline Park Addition, EXAMPLE County, Texas, Account Number 111223, assessed in the name of Smith Sam E Dear Mrr and Mrs. Smith: This office represents the taxing jurisdiction mentioned below in the collection of delinquent taxes. A recent i!vestigation reveals the following taxes are due if paid during the month of CALCULATION MONTH: 1989 $13,149.21 County of EXAMPLE i Your payment must be made directly to the appropriate Tax Office at the address given below. If you have any questions, please contact our office in BRANCH OFFICE. Unless the delinquent tales are paid within fourteen days, suit will be filed to foreclose on yoix property. A foreclosure suit incurs court costs and abstract fees for which you will be personally liable. Additional notice has been sent, where applicable, to any institution or individual holding a recorded lien on this property. Sincerely, Harvey M. Allen HMA'^.dg cc: Tax Assessor-Collector, County of EXAMPLE, MAILING ADDRESS IiY l.er.M IW/ Ir,N.. - -IONJVi[w 1.1N ON 31W_ VrStOfIM M.W lNO 7J0 41b1 7V ~w lu~n, IISf..to. 1f1 flu 4oml 1. nu a41a0)4s Xuan,Ti am.ItOf AHr., it hlp! IJl. 710 OJN71 41101 how ix M 1111. prnlm, tr7 ' La pw I. Og01 In IF11 ML b00 IV $11.111f1 p',7j51"w 1M71 fill. 1'If 11711111~01M~1 x1 A11swAl W.&Is4101 11'71 k1•.!1 41171 1701,1 Jir- • { SX]IlE'IT' 4 - NEW O4dN'ER LF.rIER fr1cCaEA3v, Ves=LhA, BRAG3 & ALLEN, P.C. ATTUaNEYS AT LAW i P O BOX r;D)C AUSTIN 1LXAS7e7ss0W FAX ( 512; 4541961 DATE Mr. and Mrs. John Smith 500 Skyridge ANYWHERE, Texas ZIP Re: Delinquent taxes due on prururty cescribed as Lot 3, Block 6R, Skyline Park Addition, EXAMPLE County, Texas, Account Number 112223, assessed in the n.une of Bottum Joe Dear Mr. and Mrs. Smith: This office represents the taxing jurisdictions mentioned below in the collection of delinquent taxes and a recent check of the tax records reveals you to be the new owner of the above described property. Delinquent taxes are due as follows, if paid during the munch of CALCULATION MONTH, 1993: 1989-lV0 $14,683.23 County of EXAMPLE Property taxes are a lien agairst the property. Under Texas law the current owner is responsible for the payment of the delinquent taxes to protect his interest in the property. The property description, years due and the am)unt due, if paid during the month of December, are sho,.rn for your information. Your payment should be made directly to the appropriate Tax Office at the address given below. Due to the fact that previous notices of this delinquency may not have reached you, no further action will be taken by this office provided payment is made within fourteen days. If yuu have any questions, please contact our office in BRANCH OFFICE. Sincerely, Harvey M. Allen HMA:edg cc! Tax Aasessor-Collector, County of E.2.AM11E, MAILING ADDRESS AWN DCnTC4 LDNDVI[W l,4 IN6010 Vm04A _ WAW Irthk'l. 1S11f ir„41~41r 1070 MAa2 IID GAIrV 171 DI'IAA/•4 1a 1210 P, IEaV A.e4 W114'JO 4A*I 014101 IAV lb Wb 001 4124 va, 1004 NN AA F, 141nm 4201 Abee,#111.0) D .n, 11)4!01 L.p. 11 rW In Ase. TO %K1 Vfaa to 71T2 W4450 11121011000 191k V241'4 14010111V1 IWil VIl,l 0'm a,.0'. 4171M 44 044 n NNI 11111 WS Nn1111g1 y F.kilf!',11' S - I,fG~;ll!ILUER Ll'f'ffR McCgEAgr, VESELKA, BI;AGG & ALLEN, P.C. nn ( r ATiEXA'j AT LAW i' ttL O KX.c9il0 f`-:\11\Jl Lljf_.111111IJi ~If~'1 AUSTIN 78755-0?d) ft4 1 (5 (P~2) 7) 45'4 t 8B1 DATE I Donun Developement Company, Inc., Lienholder (In Rem Only) R Mr. David Dowd, President 5420 El Salido Drive Anywhere, Texas 76107 Re: Property Description! Lot 1, Block 6R, Skyline Park Addition, EXAMPLE County, Texas, Account Number 111223, assessed in the name of Smith Sam E Dear Mr. Dowd: The above described property is to be processed for foreclosure sale for delinquent taxes due the taxing jurisdictions mentioned below. The amount if paid during the month of CALCULATION MONTH, is as follows; 1989 $130149.21 County of EXAMPLE During my investigation of the property And records, I have discovered that you hold a recorded lien on this property. It will be necessary, therefore, that you be included as a party to the foreclosure suit. If the lien has been released or transferred to another party, please advise us accordingly, in order that you will not be included in the suit. Unless we have been advised within 14 days that the lien has been released or transferred, suit will be prepared on this property for the foreclosure of delinquent taxes and you will be named as a defendant. The tax lien is a superior lien and our foreclosure action will extinguish your lien on the property. Additional notice of these delinquent taxes has been sent to the property owner. L If you have any questions, please contact our office in BRANCH OFFICE. 1 If you desire any further information, please do not hesitate to contact us. Your immediate attention in this matter will be appreciated. Sincerely, HMA:edg Harvey Id. Alien , cc: Tax Assessor-Collector, County of EXAMPLE, MAILING ADDRESS .slim A4ltN1 _ GCN 10N 11011N1. 15,111 flue,., - 10! W N',Am, 1low TO AN 4N 9[l<) WnJ'-0 YK fOrtLL " Mo. rf/ / WICO JwM.Tn / N1 IJn Ip p ,O Taw Gl1.tii+, 1'JI 1201 16~n,. f! NJn Jp w 1. 1 IT 111 N00 1/AJ1 DAII. 1111201 WYE IIJNYYn MW10 hNJ II•1, 111111) 0 11 J/JJL/ l IwY171 pr.., '1I TO 1,$111 W* Ytd,01 4*P4l n 'N 04 N1 III fl Nrlnl nvk11111oJ 61%10 II111 64#604 Y101" "A to 1 11111 711J IM E7;HIPII' 6 - Di,l"AUL.'[1D 1'AY0111' LETrfR L MCCREARY, VESELKA, BRAGG & ALLEN, P.C. (~~](([fff~~~~~L r ATT07NEYS AT LAS! i r.o nox2ea?o AUSTIN, 1E~AS787550??7 rl.X 15121 151 1 681 DATE Mr, and Mrs. Sam E, Smith I!1 First Street ANYWHERE, Texas ZIP NOTICE OF CANCELLATION OF PAYOUT AGREEMENT Re: Delinquent taxes due on property described as Lot 1, block 6R, Skyline Park Addition, EXAMPLE County, Texas, Account Nu7rlber 111223, assessed in the name of SMITH SAM E Dear Mr. Smith: ]'h1~le_tt.et.~~~~i,nQ~rnt to._yau.~€cayss+_5'vs~_t:cite_d_etaul.t€d_oIl_y.~yr_P~YOI~4 a&-cc=nit with the-Im-Rffics. fhe above described properties are to be processed for foreclosure sale for delingr•5nt taxes due the taxing jurisdiction mentioned below. The total amount due, if paid during the month of CALCULATION MONTH, 1993, is as follows: 1989 $139149.21 County of EXAMPLE Your remittance should be made directly to the County of EXAMPLE Tax Office, This will further advise that unless the above sums are paid immediately, it will be necessary to proceed with the foreclosure of the tax lien created by the above mentioned taxes. Additional notice has been sent, where applicable, to any institution or individual holding a recoried lien on this property. If you have any questions, please contact our office in BP.ANCH OFFICE, Sincerely, Iiarvey M. Allen LIMA: edg 1 cc: Tax Assessor-Collector, County of EXAMPLE, MAILING ADDRESS wnm ~euet ot..,oN waavrlw 1.14W1n71a _ MTOMA wug IWlblk,ft IW11 ti,Mr.q ]p,W WJ,v, --let"to, 111 U.Lwl h1]tl 04 W11IIrI 1u4]0/ WM1I I.Ifi rpl Wn am NN1a1 1174 M.n 1ocN 1111 1u.T. I, WI tl11 140. 1. II bW# w,m„1, IWw Isfr~. t] 1N71 1. "o1 ?I AIG M.14 IWIla] WnM ISiA N,'~r IP111!]u'0 1111111NLI IWi T1.1,11 lfi SI NION q ]I!7p1 If!]I117141 wrl MWIS ItN MW IS I EXHIBIT 7 - 5 YEAR NOTIFICATIO' 'ETTER 1 ~1 ri TMr~ fACCREARY, VESELHA, BRAGG & ALLFN, P.C. ATTORNEYS AT LAW F C nCx 2c3so I. U A!JSTiN, TEXAS 1615-0))0 FAX r,5121 45d !861 UA'I E DELINQUENT TAX NOTICE County of T1%AMP1,E ACCOUNT (1: 10234-00987-00020 110 le 3335 112 0011330 SMITH JACK PROPERTY DESCRIPTION P 0 POX 10827 AB 461 ELK 13 SECT 31 H&GN SUR ANYWHEPE, TX ZIP 640.00 AC YEAR(S) DUE: 88-90 TOTAL DUE: $189.82 IF PAID DURING CALCULATION MONTH, 1993 Dear Taxpayer; This office has been retained to collect delinquent property taxes due the above tax jurisdiction. According to the delinquent tnA records, there are delinquent taxes on property assessed in your name. The property description, years due, and the amount due have been set forth above. If you believe that these taxes are paid, you must forward your cancelled checks, tax receipts or other evidence of payment to the Tax Office so the records may be verified. If you sold the x"j property, or wish to discuss this delinquency with a representative of this office, please notify the Tax Office. I~141L)iA4tF~~Fd?TI Y~AIILTFI.6~> ~152iE, EA: E,1LI5k ESiAR~xHSQTI~E . This notice is being delivered in compliance with the Texas Property Tax Code, Section 33.04(b). This law requires delivery of a notice of delinquency regardless of legal proceedings, abatements, installment payments, deferrals or any oth-r impediment to the collection process. 1 LF_.Tlil$-l1Q~04~NT IS L~NDFR T}iF,-118.(SpICTION 0~'~HE FEDERAk_~fIN1~RUPTCY~U81' 7FL~F'd THJB_LE.TTBR_I~~9.T~E3Hc &ENT_FQR..C9LLE:TION ~~IRPO~BS__BVT_TQ_SArI~£Y_. TH.E N9T,LG~A~Qi~IB£~SELi'~.S.F~f~XfiS_~A9~FR'lY_7L~~QP_E_~ECTLOL~3~D4(IzL RETURN THIS LETTER TO THE TAX OFFICE WITH YOUR REMITTANCE TO INSURE PROPER CREDIT FOR YOUR PAYMENT. Very truly yours, Jack McCreary NJ37M NInrN1 DENi9N wnpvEw uN Motto y,clonA PAM trot Al iUd7 t•{.i..n »7w N,anr +b E.«t/. Ifl n{~ry+ w+r/ y a.w r,y SAWjX /JI./ Ail. III IJ1191c 1wNre VIN Wall lot I M {me. t076.31 Vol 9M1e.. TA ?W1 N'"t. Iwo Lm TN.. 7,7.401 I.4g0l, f R NN9 Me,k to ?,PI UII.,,x 019IsSol wi,rlm/ Irrlrsis.l Iau7s•s7sf It'!I N>0I04 091 l79W1 Wee,"AMI U 1 it 9!'OI II I fl 1y{7711 I' E 'J' I T1 0 N Nu, i COLrNTI' OF EX&NF'LE ET Al, VS. Sfhi SN11'11 ET AL IN THE DISTRICT COURT OF EXAMPLE COL74fY, TFXAS TO TIDE HONORAELE JUDGE. OF SAID COURT: the use andeuenefityoffallI~olitica1lcsluldiviaionsbfurllion for itself d for property taxes, hereinafter called Plaintiff, and for cause of actiantasn Plaintiff would show the Court. the following: r. Defendants are: Sam Smith, 111, Morningside Circle, ANYWHERE, EXAMPLE County, Texas ZIP; United States of America through its agency and inatrtunentality, the Small Business Administration, Lienholder (In Rem only), by virtue of a lien recorded in Volume 55, Page 231, of the Deed Records of EXAMPLE County, Texas, upon whom service may be had by delivering a citatio- to the United States Attorney for the Western District of Texee, Mr. Rona L F. Ederer, U.S. Attorney at Lew, 727 E. Durango, Suite A601, San Antinio, Bexar County, Texas 78206, XYZ Oil, Inc., Lienholder (In Rem Only), a Texas corporation, upon wham service may be had by delivering a citation to its President or any Vice-President, ? 0 Box 1404, Houston, Harris County, Texas 77251, who own or claim some interest in the hereinafter described property, which is situated in EXAMPLE County. II. All of the above named defendants own or have an interest in the property shown on attached Schedule A. III. That as to each tract separately assessed there are delinquent taxes and ice"uedd statutory penalties and interest j,.istly due, owing and unpaid against property described, for the years and in the amounts as shown on attached Schedule A, which is incorporated herein by reference and made part of the aIlegationa of this Petition. { r,xltJPlr ~-h f~r~f1 I!' i . I u IV. That all said taxes were authorized by law and each political subdivision it' whose behalf this suit is brought was 1c011y constituted and authorized to levy, assess and collect the same and all of said taxes were duly and legally levied ad assessed against snid property and the owners thereof (if know,), and Plaintiff now has and asserts a lien en each tract of real property described and mentioned in Schedule A to secure the payment of all delinquent taxes, accrued atntutory penalties and interest, and fifteen percent attorney's fees and costs due thereon; and all things required by law to be done have been duly and legally performed by the proper officials. V. on January 1 of each of the years for which taxes are shown on Schedule A to be due, each itera of property listed and described therein was situated within the boundaries of the Plaintiff and liable for and subject to taxation by Plaintiff by virtue of the laws of the State of Texas. Each Item or parcel of such property was, for taxation, duly and legally rendered by and assessed against the persona, firms, or corporations, respectively, for each delinquent year, which persons, firms or corporations were on the Ist day of January of such year the lawful owners of such property, and in the alternative, Plaintiff says that if th,) property was not rendered by the Defendants, that the said property was assessed for taxation by the Assessor and Collector of taxes as is required by the Statutes of the State of Texas. V1. The eattoriey whose and e prosecute signed this hereto action legally authorized t of r the dPland aintiff. Plaintiff is authorized by low to recover fifteen percent of all delinquent taxes and accrued statutory penalties and interest as attorri-y's fees. VIl. Plaintiff has incurred certain expenses in procuring data and information as to the name, identity, and location of necessary parties and in procuring necessary legal description; of the property, which expenses are reasonable, and are shown on Schedule A as Abstrnctnr's Cost. for which Plaintiff preys for judgment as costs of court. EF,11I1'1T S-C J 7 VilI. WHEREFORE, Plaintiff prays for judgment for fore.,losure of the tax lien ngainst the property described oil attached Schedule A securing the payment of the delinquent property taxes set gut on attached kichedulp A, together with all accrued statutory penalties, interest, attorney's fees and costs and subsequent year truces or expenses that arc or will become, legally due and owing under the provisions of Sections 33.41, 33.48, 33.01 and 33.07 of the Property Tax Code. Plaintiff also prays for personal judgment against said defendants who had an ownership interest in the property described on attached Schedule A on January 1st of the applicable years shown on Schedule A for the total amount of delinquent property taxes, penalties, interest, attorney's fees and costs of suit together with interest thereon from the date of judgment at the highest rate allowed by law. Plaintiff prays for other such relief both general and special, either at law or in equity, to which Plaintiff may show itself entitled. Plaintiff further prays that personal judgment shall not be imposed against any parties designated in rem. McCREARY, VESELRA, BRAGG 6, ALIM, P.C. ` Attorneys for Plaintiff ! P.O. Box 26990 Austin, Texas 78755 512-451-9000 By ilarvey M. Allen Statn Bar 1101034500 CF li_'>: iF1CB1 E_2F -LjMRb I hereby certify that a copy of Plaintiff's Petition has )eon delivered to the Defendant, the United Slates of America, by placing in the United States Mail addressed to the U. S. Attorney General, Department of Justice, Washington, U. C. 20530. On this the day of 194__..• Harvey M. Allen I IIT S-d l ''VLt'ULF A DE'LI;Ji1UF'.NT 1AXES DhE E}7•~4F'LE County ACC'OLRJT J;UMBER: 04900-050036',-1 1 i Pi',OfFRTY DESCRIPTION: Lot 6, RlosF 55, Coldtush Addition to the City of tLVlwIIER(:. P.XPdIE'1 E County, T'era5 lLeing LltoL piup-rty mete patticulat ly described i,, Volume 1?. Page 102 of the Deed Records, L' ,IPLE County, Tes:as ASSESSED NAME: SMITH SANI 1D NUMBER: 922DCFJ2 YEAR RASE TAX PENALTY & SEC. 33.07 ATTORNEY ABSTRACT TOTAL DUE INTEREST PENALTY FEES FEES 0/93 1990 326.03 117.37 443.4D 1991 987.39 236.97 1,224.36 313.42 354.34 1,667.76 W h W W Y, Yt AMOUNT DUE I EXAMPLE County BASE TAX PENALTY & SEC. 33.07 ATTORNEY ABSTRACT AMOUNT INTEREST PENALTY FEES FEES DUE 1,313.42 354.34 1,661.76 0/93 I 11680.90 0/93 rt fi h # ~ h TOTAL AMOUNT DUE IN SUIT BASE TAX PENALTY & SEC. 33.07 ATTORNEY ABSTRACT TOTAL INTEREST PENALTY FEES FEES DUE i 1,313.42 354.311 1,667.76 11/93 11680.90 11/93 THE ABOVE AMOUNTS DO NOT INCLUDE ANY FEES DUE THE DISTRICT CLERK OF THE COUNTY WHERE THE SHIT IS FILED. TEXAS LAW MAKES YOU RESPONSIBLE FOR PAYMENT OF THESE FEES. PLEASE CONTACT THE DISTRICT CLERK. FOR THE AMOUNT DUE. THESE FEES MUST BE FA1D BEFORE THE SUIT MAY BE DISMISSED. CAUSE NO. IN THE DISTRICT COURT OF EXAMPLE COUNTY, TEXAS COUNTY OF EXAMPLE ET AL VS. SAM SNITH ET AL CITATION RY FERSONAL SERVICE IN DELINQUENT TAX SUIT MCCREARY, VGS£LKA, LPAGG & ALLEN, P.C. Attorneys at Law P.O. Pox 26790 Austin, Texas 78755 j ATTORNEAS FOR PLAINTIFF it ,4 ,F {r n ,4 {t rt {r +4 h ,4 ,4 {r t4 {r {t tt 1'r {r E F ~1 P.;_i_~I_l Y 8B4NA ~~1S~E CAME TO HAND on the day of at o'clock and executed in County, Texas, by delivering to the within named defendant, IN PERSON, a true uopy of this citation, at the following time and place, to-wit: NAME OF DEFENDANT MONTH DAY YEAR HOUR MIN. AMITM WHERE SERVED Sam Smith, 214 Morningside Circle, ANYWHERE, EXAMPLE County, Texas 79735 FEE for Service SHERIFF, County, Texas BY -W~. _ , Deputy RET.~1+~~'_~LT!1~I9?~.~_~.~E.B~£i4~u f7AS1, CAME TO HAND on the day of at o'clock -__M., and executed in County, Texas, by mailing to each of the within named defendants, by cettif0d. mail, return receipt requested, a true copy of this citation at the fallowing address on the following date: NAME AND ADDRESS CERTIFIED DATE DATE RETURN OF DEFENDANT MAIL RECl1 MAILED RECD1 RECVD CLERE, DISTRICT COURT SHERIFF, Texro 'r EXAMPLE COUNTY, TEXAS By Deputy By Deputy FEE for Service I I I 1 CI'iAT101d ULL1p~~UE'Jf TAX sui'i' THE STATE OF TEXAS 'iD: Sam Smith, 214 Morningside Circle, A~;1lv'1fER,E, EXkM11F County, Texas 79135 Defendant, GREETING: You have been sued. You may employ all attorney. If you or your attorney do nut file a written answer with the cl^rk who issued this citation by 10:00 a.m. on the Monday next following the e>:piration of twenty days after you were ee:ved this citation, a default judgment may be taken against you. You must answer the petition of County of EY.AMPLE, plaintiff, filed in said Court un 19____;' against-Sam Smitl,, Small Business Administration, Licnhnldcr (in Rem Only) and y:Y7. Oil, Inc., Licnholder (In Rem Only), _ Defendants the nature of which demand is a suit to collect delinquent property taxes on the property described on attached Schedule A, said suit being numbered on the docket of said Court number The total amount of delinquent tares due Flaintiff, exclusive of accrued statutory penalties ! ntnd interest, coats, and attorney's fees is the sum of $1,313.42, said property being more particularly described as shown on attached Schedule A. The defendant to whom this citation is directed has a legal interest in the following property included in said suit. ALL, and the total amount sued for on such property is as showy[ on nttacbed Schedule A, and all costs of Court. Plaintiff and all other taxing units w4io may set up their tax claims herein seek recovery from defendants of delinquent property taxes on the property described on attached Schedule A, and in addition to the delinquent taxes, all accrued statutory penalties and interest, costs, and attorney's fees allowed by law thereon up to and including the day of judgment herein, and the establishment and foreclosure of tax liens securing the payment of the same as provided by lew. However, Plaintiff does not cock to impose personal liability on defendants designated as lienholders. All parties to this suit, including Plaintiff, Defendants, and Intervenor, shall take notice that claims not only for taxes which were delinquent on said property at the time this suit was filed, but all taxes becoming delinquent thereon at any time thereafter up to the day of judgment, inoludinF all accrued statutory penalties and interest, costs, and attorney's fees allowed by law thereon, may, upon request therefore, be recovered herein without further citation or notice to any parties herein, and all said parties shall take notice of and l~.✓ plead and answer to all claims and pleadings now on file and which may hereafter be filed in this cause by all other parties hereto, and by all of those taxing units above named, who may intervene herein and set up their respective tax claims against said property. The officer executing this return shall ptemptly serve the same according to the requirements of law and the mandates hereof and make due return as the law directs. Issued and given under my hand and seal of said Court at ANYWHERE, Texas, this the y of 19_-.---- 0 erk of the District Court of EXAh1F1E County, Texas B , Deputy Clerk EXHIBIT 9-g f-i SCHEDULE A DELINQUENT TAXES DUE EXAMPLE County ACCOUNT NUMBER: 04900.0500365-RI FROFERTY DESCRIPTION: Lot 6, Block 55, Goldrush Addition to the City of ANYWHERE. EXAMPLE County, Texas being that property more particularly described in Volume 19. F,:ge 102 of the Deed Records, EXAMPLE County, Texas ASSESSED NAME: SMITH SAM ID NUMBER: 922D6KJ2 YEAR BASE TAX PENALTY & SEC. 33.07 ATTORNEY ABSTRACT TOTAL, DUE INTEREST PENALTY FEES FEES #/93 1990 326.03 117.3' 443.40 1991 987.39 236.97 1,224.36 1,313.42 354.311 1,667.76 fi h JVfi ~ AMOUNT DUE EXAMPLE County BASE TAX PENALTY & SEC. 33.07 ATTORNEY ABSTRACT AMOUNT INTEREST PENALTY FEES FEES DUE 1,313.42 354.34 1,667.76 #/93 11680.90 #/93 a+.nna,t TOTAL AMOUNT DUE IN SUIT BASE TAX PENALTY & SEC. 33.07 ATTORNEY ABSTRACT TOTAL INTEREST PENALTY FEES FEES DUE 1,313.42 354.34 1,667.76 #193 1,680.90 #/93 ' THE ABOVE AMOUNTS DO NOT INCLUDE ANY FEES DUE THE DISTRICT CLERK OF THE COUNTY WHERE THE SUIT 15 FILED. TEXAS LAW MAKES YOU RESPONSIBLE FOR PAYMENT OF THESE FEES. PLEASE CONTACT THE DISTRICT CLERK FOR THE AMOUNT DUE. THESE FEES MUST BE PAID BEFORE THE SUIT MAY BE DISMISSED. I { ~I EXHIBIT 9 - 140TICE OF TRIAL LETTER MCCREARY, VESELKA, BRAGG & ALLEN, RICi. I L j 1 3 ATTOA lEYS AT LAW :J li .1 l-I :.D PA Box 2fiD o ` AUSTIN, TEX AS '6755 09M7 FAX (51:) 454 1881 DATE P 129 362 426 Mr. and Mrs. Sam E. Smith !dl first Street ANYWHERE, Texas ZIP NOTICE OF TRIAL Re: Cause No. #04000, County of EXAMPLE et al vs. Sam E. Smith et al, District Court, EXAMPLE l.ounty, Texas Property Description: Lot 1, Block 6R, Skyline Park Addition, EXAMPLE County, Texas, Account Number 111631 Dear Mr. and Mrs. Smith: This letter is to advise you that this case has been set for trial in 0101 District Court of EXAMPLE County on DATE AND TIME. A recent check of the records indicates taxes due as follows if paid during the month of CALCULATION MONTH: 1939 $13,149.21 County of EXAMPLE Additional penalty and interest will accrue if these taxes are not paid during MONTH. Payment must be made directly to the appropriate Tax Office at the address given below. In addition to the delinquent taxes due, court costs (such as filing fees. sheriff's fees, etc.) due the Clerk of the Court must be paid before the suit may he dismissed. Please contact the Clerk of the District Court for the amount due. Sincerely, Harvey M. Allen HMA:edg cc: Tax Assessor-Collector, County of EW1rLE, MAILING ADDRESS District Clerk, EXAMPLE County f AUSTI6 ljr[ 0[MION [oYO VifN SAN"011A M'GTCAA 11'40 -1" 82. IW1!NINIby WIN Nunn, 11C[.n Tom' 116 a.me.-n 6. lilt OA4 t"VINN, WIN 110 9.180 1"N101 WN 710 Wnfa/ 1101 MN, INN011. A.N TN?, 111141 W.4111„01 M+n TN7f,[1 wtw•i. 11401 or AI IN Nb1 a.m N7AT/101 Wn WO Il ql 111 WOp 111111.141.1 111 111011141 tow, n? ITS? VL U121No tlln rip" M1eA 11 H^01 11111111 W$ lilt Tl.nu 's E COLRJTY OF EXAMPLE § IN THE DISTRICT COURT PLAINTIFF § V. § #60 JUDICIAL DISTRICT SAM SMITI ET AL § § LEFENDANT 5 S EYANFLE cotr.ry, IEXAS On DATE, came on to be heard the nbove numbered and entitled cause, wherein County of EXAMPLE is the Plaintiff, and wherein San Smith, Small Business Administration, LienhoIdcr (In Rem Only) and XYZ 011, Lienholder (In Rem Only), are Defendants. All parties being properly before the Court, and having heard the pleadings, evidence, and argument of counsel, the Court is of the eoinion that the Plaintiff have prevailed on all issues and should have judgment in personum and in rem, and for foreclosure of tax liens and for order of sale. IT IS THEREFORE ORDERED, that all properties and party Defendants not specifically named herein are dismissed without prejudice to the rights of the Plaintiff to refile the same or similar action against those dismissed. IT IS FURTHER ORDERED, that there is due, to Plaintiff in the capacity in which it sues the following amounts of delinquent property taxes and accrued ,statutory, penalties, interest, costs, expenses, and attorney's fees upon the following described property, the market value of which as of the date of trial is found to be as below stated, as set out in schedule A immediately following, together with interest at the rate of ten percent (10%) per annum J on all of these sums from date until paid: 5--CAU_D_l!_L E_ Delinquent taxes accrued statutory penalties and interest, fifteen percent attorney's fees and cost due for which judgment is herein rendered covering all years delinquent at the date of this judgment. 000.00: ACCOUNT NUMBER: 04900-0500365-RI PROPERTY DESCRIPTION: Lot 6, Block 55. Coldrush Addition to the City of ANYWHERE, EXAMPLE County, Texas being that property more particularly described in Volume 19, Page 102 of the Deed Records, EXAMPLE County, Texas ASSESSED NAME: SMITH SAM ID NUMBER: 922D6KJ2 000 000001001 $1,667.76 Due to EXAMPLE County For Tax Years: 1990-1991 $1,667.76 Total Due Market Value i !'.XHIfl1T IU-b I Alt of ttie foregoing property tieing 1,-c,te,i in County of EXAP91'LE, F.X/uIF'LE County, I?Xas. i IT IS FURTHER ORDERED, that Plaintiff have personal judgment against Defendant Sam Smith in the rmnunt of togethet with all costs of court and sale now or hereafter incurred. In the event one or more of the Uel'eudants shall pay off and dischart-.e all of the anuuuts herein ad u+j be due against one or more tracts, prior to the holding of the foreclosure 1 sale hereinafter decreed, such Uefendattt shall be liable only for tlic pro rata part of the accrued costs properly chargent,le to such tract or tracts; but the proceeds of any foreclosure sale in this cause shall be applied first to the payment of all accrued costs of suit and sale, and any residue shall be distributed pro rata to Plaintiff as provided by law. Small Fusiticss Administration, Lienholder (Iu Rem Only) and XYZ Oil, Inc., Lienholder (In Rem Only) shall incur no personal liability for the sums set out in this judgment. AND IT IS FURTHER CdDEREU, that a statutory tax lien exists on each property, for the amount of delinquent property taxes and accrued statutory penalties, interest, costs end expenses herein adjudged to be due on each property, which statutory tax lien is a prior and superior lien to all claims, right, title, interest, or liens asserted by any of the parties defendant herein, and that Plaintiff have foreclosure of its lien on each property as against all the Defendants herein or any person claiming tinder the Defendants by any right acquired pending this suit; that an ORDER OF SALE be issued by the Clerk, directed to the Sheriff or any constable of this County, commanding such officer to seize, levy upon and advertise the sale of each property, and to sell the same to the highest bidder for cash, as under Execution, provided that the property shall not be sold to a person owning an interest in the property or to any party to the suit other than a taxing unit for less thin the market value of the property stated in the judgment or the aggregate amount of the judgments against the property, whichever is less. It is nrdered that the net proceeds of any sale of such property made hereunder to any party other than a taxing unit who is a party to this suit shall be applied to satisfy the judgments and liens foreclosed herein, but any excess in the proceeds of sale over and above the amount necessary to pay the judgment amount due, defray the costs of suit and sale and other expenses chargeable against the property, shall be maintained by the clerk of the court in an interest bearing account in accordance with the provfsio..s of the Property Tax Code; that the owner of such property or their heirs, assigns, or legal representatives, may redeetu such property in the time and manner prescribed by law; that the officer executing the Order of S,le shall make proper conveyance to the purchaser or purchasers of the property as prescribed by law, subject to such right of redemption; and that all other writs of execution and any process necessary for the enforcement of this judgment shall issue. The Sheriff or proper officers shall place the purchaser or purchasers, or their heirs, executors, assigns or administrators in possession of the property so purchased in accordance with the law of the State of Texas. All relief not specifically Itrant~-d by this judgment, is hereby denied. SIGNED this the day of APPROVED AS TO FORMI JUDGE fRES]UIIJG Harvey M. Allen State Bar Number 01034500 ATTORNFY FOR PLAINTIFF EXIIBIT 10-c AESTRACT 4F__Ju DGMEr±T 1, the undersigned Clerk of the below named COURT, certify that on the DATE OF JUDGMENT given below, judgment was rendered in this COURT in a cause of the STYLE and NUMBER given below in favor of the below named PLA114TIFF in the AMOUNT ascribed below to each, plus COURT COSTS and TITLE RESEARCH EXPENSE, and against the DEFENDANT(S) below jointly and severally, but not against the OTHER DEFENDANT(S) below which OTHER DEFENDANTS bear no personal liability in that judgment. The AMOUNT of the judgnent bears interest at the rate of 10% per annum from the DATE OF JUDGMENT, as specified in the judgment. The BALA14CE DUE ascribed to each PLAINTIFF and the TOTAL BALANCE DUE is still due from the DEFENDANT(S). COURT: District Court of EXAMPLE County, Texas STYLE: County of EXAMPLE v. Sam Smith et al NUMBER: ! 9955 DATE OF JUDGMENT: MONTH, DAY, 1993 PLAINTIFF: EXAMPLE County AMOUNT: $1,667.76 BALANCE DUE: $1,667.76 COURT COSTS: _ TITLE RESEARCH EXPENSE: TOTAL BALANCE DUE: DEFENDANT: SAM SMITH DATE OF BIRTH. not reasonably available DRIVERS LICENSE NO. not reasonably available ADDRESS: 214 Morningside Circle, ANYWHERE, EXAMPLE County, Texas 79735 OTHER DEFENDANTS: Small Business Administration, Lienholder (In Rem Only) and XYZ Oil, Inc., Lienholder (In Rem Only) RECORDED: VOL. PACE of the records of the WIRT, I further certify that the PLAINTIFF above in whose favor judgment was rendered, applied for and received delivery of this abstract of judgment upon due payment of the fee allowed by Inw. Given under my hand and official seal this _ day of E9_. Clerk of the above COURT 'I 1 EXHIPIT 11 - NUTICE OF INTENT 70 SELL rECPERTY LETTER NcCREARY, VESELKA, BRAG & ALLEN, RC. ATTOR!IF1'S AT LAW P,O. r. ~Y 269JJ ' A'.JST14. TEXAS 73755 CM FAY,512 a5a 1631 PATE NOTICE OF INTENT I'0 ',;EL:, PROPERTY Mr. Jack S. Jones 1253 Seventh Street ANIVI]FRE, Iexss ZIP RE: Cause No. lk###, County of EXAMPLE et al vs. Jack S. Jones et all IJI!# District Court, EXAMPLE County,Texos Property Uescription: 12.000 Acres out of Abstract 190 of the X. 11. Douglass Survey, EXAMPLE County, Texas, Account Number 2240-5555-0030-11 Dear Mr. Jones: Judgment has been obtained in the Ikflll District Court for delinquent property taxes due the County of EXAMPLE, Texas. This judgment hag not been paid ns of this date. The total amount of taxes, penalty, and interest due is as follows, if paid during CALCULATION MONTH, 1993: 1988-1990 $1,330.90 County of EXAMPLE Unless the taxes, penalties, interest and court costs are paid within fourteen days, the Sheriff will be requested to sell your property for the amounts due, Payment must t3 made directly to the County of EXAMPLE Tax Office at the address given below. If the Court Costs (such as filling fees, sheriff's fees, etc.) have not been paid, the judgment cannot be released. Please contact the Clerk of the District Court for the amount due. Sincerely, I Nana, y M. Allen IIMA:edg cc: Chief Appraiser, County of EXAMPLE, MAILING ADDRESS au1rM AILM D[YrOY v.Ya+nv I,Y mono wcrolw w.: M$ er: r 11 I S14 1 b,e.» o r.Mix WI'l N 70 /iu1. x 101 , W4 ei11 IN 1 M 1l 11a I aw 0., it 111H 4200 Adir1, 11 WS D1n1en, b lalol Lim 1d I M 4h a f00Y It 11 L.P. 10 /r U91 aS1 Nd if 114,14870 11,11303 )544 IY611 1,11l'{? 1 l/pt5t-0-NA1 Y~ne~r t>t i1g1 11j% bO I W /111.'1-, IIr1', PO/111 to 71101 1411 11!{ I tsn 12 NICCREARY INSIDE VESELKA BRAGG & Resales of Property Bid 1 ALLEN, ATTORNEYS AT LAW InTrust by: Shelburne ti'eseaa MVBA Offices 2 s~ Hoop Greenhouses are 3 VIEWP.. OINT Taxable f pt by: Kirk Swinney II MVBA Telephone 5 11 Extenslo is MVBA Calendar 6 It Resales Of Property Leonard 9 Bid In Trust by: Roy 1 Armstrong ~r by Shelburne J. Veselkn Homestead Exemptions 10 for Property Held in Trust I 1 by: Roy L. Armstrong What do you do when your tax foreclosure sale We to attract a bid? i During the past few years a greater number of tax foreclosures have failed toettractbidderebecausebiddershavebeen hesitant to offer the ° minimum bid. The general rule applied todetermine the minimumbid is that the opening bid shall be either the total amount ofthe judgment, k which may include costs, or the adjudged value of the property, As always, our office is open to your i t whichever amount is lower. Since tax deeds are not well received by questions and /or suggestions. We wel. title insurance companies, }rospective purchasers will not bid any comeyourcommenfa,aopleasefeelfreeto :f where near the adjudged market value of the property. Obviously, the forwordfhemfoourNewslRfrrsfgJfptfhe i role end with the property sold pursuant to TEX. PROP. TAX CObF following address: 434.01(c) and title passes to a taxing unit in trust. The question now I t becomes, "Can the property be sold for an amount lower than the bid P.OMcCreary. & . Box 2 Veufka, Bragg Allen i'1 established in the judgment?" Austin, 26990 A rrsNn, I'esaa 78755-0990 4 The provisions for resale are setout inTEX, PROP. TAX CODE 434.05. 14 This section authorizes either a private sale 1§34.05(b)) or a sheriffs Aa oe. Editor--Susie Herring sale 1134.06(c) and (d)1, The several methods which can be utilized to Coordinator•Phalby Porter s affect a private sale will be discussed later. The procedure for the p 1 sheriffs resale are substantially the same as the initial sheriffs sale. Copyright 01993, McCreary, Vesetka The two major differences are that the process must be initiated by a Bragg & Allen, P.C. All rights reserved. resolution of a taxing unit's governing body and that the sheriff can i acceptany bid which is sufficient, based on the officer's judgment. The conducting off'icer's acceptance of e. bid is conclusive a nd binding on the VOLUME X - SPRING, 1993 i McCREARY, VESELKA, BRAGG & ALLEN (Resales continued from page 1) resale are that the taxing unit ditional duties or bear the costa of does not have to be involved in s,,chsals.Thesereasons lead tothe the process and that any taxing private sales process. ques ion of sufficiency. The sufri- urut( an initiate the process, not ciency of the bid can only be at• just the unit listed as trustee. Section 34.05(b) authorizes taxing tacked by a taxing unit on the However, what are pluses for units to sell We property through grounds of fraud or collusion be- some maybe minuses for others. means other than a sheriffs sale, tween the officer and the pur- A taxing unit may seek to have Most taxing unite desire to dispose of chaser. more control over the resale pro- this as expeditiously I- property as pos• cess. It may not wish to burden sible. As long as property remains in The benefits ofasking for a sheriffs the local sheriffs office with ad- the name of the taxing unit it no longer generates revenue from taxa- tion. Abandoned properties can be MVBA OFFICES dangeronr, and even vacant lots re- quire mowing. Abilene 1534 S.Traadaaay 916/672.4870 The easiest resale occurs when some- Suite B one contacts the taxing unit about a Abilene, TX 79602 property and offers to pay the same amount or more than that amount Denton 207 W. Hickory 817/ 387.7475 for which the property was offered at Suite 101 the original foreclosure sale. ;n this Denton, TX 76201 instance the presiding officer of the HomeOfflu S919BalroneiUrhv taxingunitisauthorized toexecutea 6121451.9000 deedandthesaleisconsummated,Of Suitt 200 A urrln, TX 78741 course, we wish that this person had I been at the original sale because the P.O. Rox 16990 800/ 369.9040 process would have been simplified. Austin, TX 78753.0990 Usually, any prospective purchasers i FAX S11•.34.1881 whicheontact the taxingunit about a 1 Lon rev, resale offer substantially less for the g 140 Eaat Tyler 2141767.5757 property, The only requirement in Suite 280 §34.06(b) for acceptance of a lower Longview, TX 75601 bid is the consent ofr,ach taxing unit, San Angelo 17 South Chadbourne 915/ 657.0196 and that consent can be their joinder Suite 305 in the execs lion of the conveyance, San Angelo,TX 76903 Of course, all taxing unite wish to Victoria 412 N. Main 5121673-9666 recover as much money as possible Vicloria, TX 79902 from the sale, If an individual makes Waco an offer, thatoffer must be andwillbe One Liberty Place 817/ 756.7755 weighed by each of the 100 North 6th Street In many instances therem~ taxiunits. ng more Suite 600 than one interested party, To maxi. Waco, TX 76701 mize the taxing unit's rstu,■a, these persona need to compete for the prop- erty. (continued on page 7) 11 Page 2 { MCCREARI, VESELKA, BRAGG & ALLEN I the structure in the summer for heat protection. The Taxability of ends of the structures are typically framed with treated lumber and covered with plastic as well. The Hoop Greenhouses structures may or may not be heated in the winter. Hawkins' structures we-e not. j by Kirk Sevinney In the litigation, Hawkins contended that these structures were so insubstantial that they were really nothing more than tents, He also compared The Court: them to beehives, which were held to be implements MVDA recently successfully completed litigation of husbandry in the case ofHicknran v. ffickmon, 248 onbehalf oftheVan Zandt CountyAppraisal District S.W.2d 666 (Tex.Civ.App.-Eastland), nffd, 234 concerning the taxability of certain greenhouses in S.W.2d 410 (Tex. 1960). Hawkins contended that the j Van Zandt County. The propertyowner, Hawkins, a metal part of the structure carved no other purpose commercial nurseryman, claimed that the green- than to keep the plastic oft of the plants so that the houses should be exempt from taxation as implements plnnts would not overheat on sunny days in the of husbandry, Tex. Prop. Tax Code 411.161. The winter. He compared them to merely spreading a trial court and the Court ofAppeals appealed in favor tarp over a bail of hey. The appraisal district coun- of the appraisal district. The Texas Supreme Court tered that the structures were intended to be recently denied application for writ of error by permanently located for the life of the structure, Hawkins. were substantially constructed, and served all of the These"hoopGieenhouses"are known by a variety functions of a structure. The appraisal district also of names. They are often called "winter protection noted that all of the items which courts had previ- structures" and have alsobeenreferred to as'double ously held to be implements of husbandry were in poly-hoop greenhouses", "tubular greenhouses", someway machinery or mobile type equipment. The "quonset greenhouses", and most recently by only thing that seems to come close to being an Hawkins, 'winter protection covers'. These type exception to that rule is the beehive exemption greenhouses are seen widely throughout the state discussed above. However, testimony at the trial and nation. They are constructed by driving metal indicated that beehives are typically very small pipe sleeves into the ground about two to three feet boxes which can easily be picked up and moved by deep. Some of the greenhouses have the sleeves one person. buried in concrete footings, though Hawkins' were The trial court or Court of Appeals were seem. not, The metal pipe eleoves are in parallel rows, ingly impressed by two attorney general opinions, approximatklytwelve tothirty feet apart. Into apair Tex. Att'y Lien. Op. NW-461 (1982) and JM 718 of metal pipe sleeves opposite one another, are 119871, both of which held as follows: inserted the ends of an arched metal tube con- structed of the same material as the top rail on From the cited authorities, wecanabstrart chain-link fences. The resulting semi-circular arch, two propositions. First, that w3urh is in- also called a bow, is anywhere from six to fifteen feet tended to be attached to the realty, i.e., a above the ground at its apex, These arches are Ybdure, "suchasawindn4a gate,a mill, erected parallel to one another in long rows, looking or a gin, is not an"implement"A"fixture" something like a rib cage. The arches ure connected is broadly defined as something that is together by long "pu rlin" rods, running the length of personal in nature but so annexed to the the structure, connecting the apex of each arch. realty astobecomepart oftherealty. ..Tl:e Diagonal purlins may connect several of the arches, courts would probably hold, for example, ~i Over this structure of arches is stretched a translu- thatst uctures,suchasbarns,sheds,silos, cent plastic cover to protect the plants inside from and tanks are not implements under this cold winter weather. Shade cloth maybe putover statute. Page 3 MCCREARY, VESELKA, BRAGG 8c ALLEN Il M tr conrrnurd from page ?1 Congrafulatlons In fact, it was after these attorney general opinions came to light in the Phalby Norris Fugate and Charles pretrial procedure, that the plaintiff in the case switched from calling the porter, Jr. (Austin office) were M greenhouses "winter protection structures" and started calling them "win- married February 20,1993 at 4:00 11 ter protection covers." p.m, in the First Presbyterian Another thing that seemingly impressed the trial court and court of Chapel, Marshall, Texas. The re- appeals was that the courts of two other states have decided on the caption was held al the home of PhalbyNorris, mother ol thebrlde, taxabilityof such structures Linder their respective advalorern tax statutes A gourmet menu was planned and their i espective implements of husbandry exemptions. An Ohio court and prepared by Anna Marie in Green 'ircle Growers, Pic, v. Loraine County Board of Revision, 36 Fontana (Austin Office), who also Uiio8t.3r;38,617N.E.2d899(Ohio 1988)and it NewYork court insfaines served as maid of honor. The v. Board ofAmessorsoftheTown ofLafayctte,125AD,2d951,610N,Y.S.2d couple is planning a summer hon- 348 (N•Y.A D, 1986) both considered the taxability of greenhouses very eymoon In California. similar to those of Hawkins. Both courts decided that the structures were not implements of husbandry, but were taxable structures. With the Susan Sommerfeld and Brilton decision of the court of appeals inlhis case, Hawkin,, v. Van Zandt County Braudaway were married on March 27, 1993, at Hyde Park Apprulsol District, 834 S.W.2d 619 fTex.App.-Eastland 1992, writ den.), Baptist Church in Austin, Texas. Texas becomes the third state to reach such a decision. After a honeymoon In Cancun, ! Anotherstate,Wisconsin, decided against the tambilityofthestructures they will remain living in Austin, fI underthatstate'susetax. InWisconsin Department ofRevenuev.Greifing, Susan Is GilBragg'ssecretary, 112 Wis.2d 602,334 N.W.2d 118 (1983), the state of Wisconsin argued to the court that such greenhouses were, in fact, personal property and thus Amy Covington (daughter of subject to the Wisconsin use tax The court, however, found in favor of the Vickie Covington, Austin bank. property owner, holding the greenhouses to be "machinery" which is ruptcy departmenl) and Charlie exempted from the Wisconsin use taxlnthat litigation, apparently noparty Fowler, Jr, of College Station will contended that the greenhouses weri, taiprovements. to real property, be married May 22, 1993 at St. Ilawkinsalso cited aline ofcases under theInternal Revenue Code, such John's United Church In asThirupvConinrissioneroflnternalRevenue,608F'.2d916(9thCir.1974) Pflugerville• Amy and Charlie which held such similar structures to enjoy exemptions from some federal will remaln living In College taxes. The cases on point held such structures not to be "buildings" under Station, 'J thedefinition ofthat statute. However, the same federal statute would Also Ahearty welcome toMVBAnew exempt from the definition of "buildings such structures as oil and gas employees,Vlekle Tynes storage tanks,grain storage bins, silos, &aclionatingtowers, blast furnaces, (Hardin), Yolanda Willisms haslc oxygen furnaces, coke ovens, brick kilns, and coal tipples. Thus, the (Waco) and Cllnf Whlfe, Ryon federal cases involving the Internal Revenue Code did not seem to be 8etgerson , Duane Fields and particularly relevant to this dispute under the Texas Property Tax Code. Serplo Oarcla, Jr, (Austin), Its 91re Legislature: good to have y^u loin our team! Q a The decision of the Supreme Court to deny application for writ of error t leavesllawkinsv.VanZandlCountyAJ)pnaisalDistrict,supra,astheonly Amends Horn(Victoria office) autirnrity on that taxability of such greenhouses in Texas at this tune. and Trey ate she proud parents of However, members of the commercial r.ursery industry have prevailed Haley Ann born May 3, 199?. She upon certain legislators to lnlralucebills exam tin the w'cighed 6 lbs. Soc. and is 19 p $ greenhouses from Inches In length, taxation. As this article goes to print, II,B, 334, n bill defining the greenhouses as implements of husbandry, has passed the House and is pending before the Senate. Congratulations to ail! (umrinurd on ne.ulxrgN page 4 - - - MCCREARY, VESELKA, BRAGG & ALLEN (ll(kir, continued from page 4) $ NIVSADlephone Extensions for Employees $ Interestingly though, it k highly, questionable whether H.B. 334 is con- sti tutional. Anexempt ion frcnn taxat ion Allen, Harvey 231 Ivlarkland, Laird 228 must be authorized by the state cowsU- Anmtrong, Roy 243 Mindieta, Stella 263 tution. It Is at lew-t uncertain, if not Blair, Norma 234 Montague,Gilley 227 doubtful,thattheLegis)anuecancreate Bragg, Gil 221 Porter, Charles 248 a new exemption simply by calling Brwdaway, Susan 222 Porter, Plialby 229 something an implement of husbarkhy Brooks, Carol 233 Pratt, Paul 266 when that item is not, in fact, an imple- Carr, Tin 250 Reed, Michael 247 meat of husbandry. Covington, Vickie 261 Sal inas, Marc 255 IftheSenate passes andthe(lover- Cralgen, Clyde 226 Sires, Kelley 242 nor signs H B. 334, there may yet lx I Fincher, Wayne 249 Switnney, Kirk 254 more litigation regarding the taxability Pontaim. Anna 241 Vesdka, SheQy US of the hoop greenhouses. Gmn, Uz 236 Wdcoxat,Cindy 238 I Graff, lane 258 Wdkis- m, Shari 265 herring, Susie 223 WirWer, Terri 259 Anna Fontana, our mineral Holloway, Pris 235 Wyman, Michelle 251 sped" spent theweekofMamh Holt, Samantha 264 Zapata, Mercie 237 8th in Runnels County. It turned I Jones, Dan 252 Zimmermann, Becky 245 out to be a most lucrative one for I Lbkberg, Eldon 224 the County, Winters ISD and Ballinger ISD. Total coflectisins from the letters generated was $lenn Anna o Anna ollacted $5,826.61 from three unknown accounts that ohe split to ;he taue owners. Two new. w ownerletters broughtin $4,629,64 il+miin&r andtwodem ndlettersresultedin the collection of $8,376,63, They like to see her in their otEcest Section 33,07 of the Texas Property Tax Code states a notice of delirtq m shall be delivered at least 30 days and not snore than 60 days before July 1st (May 2, 1993 thtrntgh May 31,1993), if a on April 6,1993, NIVBA hosted taxing ttriit is to charge the additional 16% penalty on 1992 taxes a coffee freak for all delegates attend- beginning July 1, 1993, ing the Texas School Assessors Asso- 1 clallon (PSAA) annual conference Please mars your calendars so this moat impoAant ns t.ioo is wldch was hckt at the Doubletrcc l fotcl i timely scent to persotu who owe property taxes, in Austin. Shelly Veselka presented a talk to the group regarding Frrtployer• Pntployee relations. d i Page 5 McCREARY, VESELKA, BRAGG & ALLEN Y Who's Who In Education... Richard Ownby, Superintendent of MVBA CALENDAR Santa Fe ISO in Galveston County, was recognized In the January, 1993 Issue of "Texas School Alay 4: Tax Sales • First Tuesday of the Month Business magazine Before going Anderson County to Santa Fe, his experience In- City of Giddings cluded being a superintendent at Gregg CAD Rayburn ISO and Lumberton 1St}, Leon County Van Zandt CAD B. B. Reese of Hallsville ISO was Wilbarger CAD recognized in the March, 1993 Issue of 'Texas Lone Star' maga- Afey 8: Auction of property bld In trust zlne. He has sorved for over 25 Taylor CAD years as a school board trustee. Thank you for your dedication and r May 19: Sealed Bid Sale of property bld in trust support of the school system In Cherokee County Texas. May 10: Executive Committee Meeting Tidbits... May 31: Memorial Day (Holiday) Janke Ann Salgado bom to Sandra and George Salgado on January 15, Jane 1: Tax Sales • First Tuesday of the Month 1993, at 7:23 a, m. Jessica was daily- Barbers Hill I,S.D, eyed at Big Bend Regional Hospital 'J TAD of Ben County and weighed 6 lbs. 14 oz, Sandra Is Hardin County Tax Assessor-Collector for Preskfo Umeslono County County. McLennan CAD Midland CAD Santa Fe [S.D. Rhonda Broonraa of our southoasi Taylor CAD Texas area, is the proud grand- mother of hvo beauty queens. On lane 6.10: TACA Annual Conference March 27th, her 19 rsmth old Galveston, Texas granddaugher, J=-Iyn Brov:n, look the 2nd runner-up position In the June 8.10: Northeast Texas Judges Conference Barbizon Beauty pageant hold at Marshatt, Texas the Marriott Greensp*!. On April Jene 12.15: South Texas Judges Conference 3rd, her 7 month old granddaugh- ter, Morgan Ma)or, look the lot i South Padre Island, Taxes Runner-up position In the Orange July 4•5: Independence Day (Holiday) County Gumbo CookoH, July 10.11; 45th AnnuO Superintendent Workshop Bath Baird (daughter of Becky Stouffer Hotel • Austin, Texas Zimmermann•Austin office) has been notified that one of her poems is to be published In the Ameefcan Acsdemy of Poelry later this year, What an exciting experience for a 10 year aIdl Page 6 McCREARY, VESELKA, BRAGG & ALLEN I Resales con timed from ivy 11 In Memoriam s , McCmuy, Veselka, Bro&& Allen, P.C. offers two methods of resale Mr. Sidney Pearce Beard, Superintendent of the Centerville lndepen- as evidenced by the tax sale list dent School District, passed away on Wnlresday, April 21, 1993. Serv ices shown on our calendar. In were held in Rosenburg, Texas on Friday, April 23,1943. Abilene there will be an auction Mr. Beard, a native of the Rosenburg area, began his lifeti ne career on Saturday, May 8th, and a with the Centerv ille Indeperxk,u School District at the age of nineteen years sealed bid sale is in process in as a band director. In addition to holding the position of superintendent, Mr. Cherokee County. The auction Beard also served the School District as business manager. in Abilene is conducted by a pri• Mr. Beard is survived by his mother, duce sisters and one brother. vate auctioneer. Last year over He will be greatly missed by the employees of the school district, and those four hundred propertiee were of. students and families of othe Centerville Independent School District to feted and over three hundred were sold. whom he decficated a lifetime of service. McCreary, Veselka, Bragg & Allen, ' 'niay~earalmostthree hundred parcels are up for sale. P.C. wishes to extend its condolences to all those individuals whose lives We have advertised these gales were touched by his. locally and statewide in' texas Monthl', Since each taxingunit executes the deeds to the suc- cessful bidders, the sale is in compliance with the Code. Congratulations on a Job Well Donel The procedure for sealed bid sales Mr, Richard t iardon will be stepping down from his position as superinten- is also validated by the execution of the deeds by each taring unit, dent for the Clifton Irxkpendent School District on July 1, 1993. Mr. Ourprweeeincludeepriorauthori• Liardoris dedication and expertise has benefited the School for the last nation by resolutions of the taxing thirty-three years. MVBA joins the Clifton Independent School District in units and detailed instructions for wishing Mr. Liardon the best of luck in all future endeavors, I, prr.epective bidders Ilundrtda of parcels have been gold in Midland, Moving On and around the state. The Clifton Indepmdent School District welcomes Ma. Marlene Zipperlein, • Increased tax levies and de• who will be replacing Mr. Richard Liardon as superintendent, The Finn V creased property values have privileged to reptrsent the Rogers I ckpctxkut School District, where ruts. ~ created the conditions whkhnow result in the proliferation of tax Lppedelnis cvrtrtulythe superiruerxkent. f foreclosure sales and properties Fond Farewells bid in trust. Fortunately, the code offers procedures which al- low regales below~udgment val. Dr, Charles I lolloway, superintendent of the Groesbeck Indcpen&-nt School see. Imaginative gales proce• District for the last three years, has accepted a new position as strpxtinten- dures maximize the results of dent of the Seguin bxkcpendent School District. We have enjoyed wAirng resales, McCreary, Veselka, with Dr, Holloway at the Groesbeck hxlekxndcnt School District, and looks { Bragg & Allen, P.C. will con• forward to working with him at his new position with the Seguin 1ndcpxtn- tinue to assist our clients In dis• dau School District, posing of such properties in a mumer whichbest fits the needs i of the taxing unit.* ! Page 7 McCREARY, VESELKA, BRAGG & ALLEN CAD of Taylor County Hits All-time Record In Delinquent Personal Property Collections The Board of Directors of thr Central Appraisal District of Taylor County expressed its appreciation to the hNBA I' team at its meeting January 13, 1993. Because of the special efforts of Scott Jtoward, who heads the Abilene office or b1VBA, and our staff, collection of personal property delinquent accounts has soared during 1990 and 1991. The following Is a breakdown of results for those years. They plan to continue with their program In 1993. f Taylor County CAD ~t Personal Property 1990 Percent Collected 1990 Personal Property Levy ...................................,,.11,837,183.00 ~t ! Delinquent Personal Property as of 3.4.91 ........................643,169.36 94.57% Delinquent Personal Property as of 1-1 -93 ........................220,645.28 98.14% I Accounts Remaining 180 accounts remain unpaid. 100 accounts owe $100 or more. 45 suits have been filed on the top 100. Two of the top 100 accounts have just been removed from bankruptcy, These are aircraft accounts that represent $150,038. When we t collect these two, the collection rate will be 99.4196. We have collected 65,7% of the 1990 amount turned over to MVBA, ! Taylor County CAD Personal Property 1991 Percent Collected 19,91 Personal Property Levy ...............14,16 ,934.94 Delinquent Personal Properly as of 34-92 ........................389,017,20 97.26" Delinquent Personal Property as of 1.1.93 .........,,,.,,.,....,.,.54,710.55 99.62% r Accounts Remaining 132 accounts remain unpaid. 74 accounts owe $100 or more. Of the 74 over $100, 42 have a suit filed on them. Only 9 are still open for business. Of the 9, 5 are currently In a payout agreement, 2 of the remaining 4 have a warrant filed but not yet executed on them. We have collected 86% of the 1991 tax turned over to MVBA, Page 8 NUCREARI', VESELKA, BRAGG & ALLEN LEONARD A Short Story More or Tees Related to Property Taxation I by Roy L Annstmeig Leonard was an ax murderer. He would sneak up with an ax and remove his valuables. One councibnan, Bob behind some innocent person on the street, pull a large ax She ffield,wonde red out loud whether a few minimum wage j from hiscoat and strike the victimuntil he was abloody jobs were worth what would be lost in taxes, especially I lifeless mess on the sidewalk, Then, Leonard would considering that the city would face the expense of cleating remove the victim's wallet andiewelry. After all, what did up Leonard's victims. Sheffield's comments, however, %k err a dead person teed with those things. Better still, people discussed and he was removed from the council in the next sorrel'bnespaid Leonard to murder their enemies, election after tieing labeled as"anti-business"arO"anti -job." Leonard had gotten bito the ax murder business straight The county and school district were easily enough persuaded out of high school and had pm-ued it am a part-time basis to go along with the city's abatement plans. during college. His industry and ability to pay for beer made Within a year, Leo bard's plant was in fu I I operation, hbn very popular with his fraternity broders. About a dozen people worked there sharpening axes and By the time he was 27, Leonard's busuess was in full delivering them to Leonard. Of course, they were part-tone swing. He had already chopped up more people than other m mnurn-wage employees with no insurance or benefits. mualererstwice his age, but he felt sohehhowunappreciated. They could not afford to own any taxable property them- I Evenmomtroubl ng,goventnentofficialswere beginningto selves,and they retied food stamps and housing assistance listen to thedernandsofhisvktins'familiesthat Leonardbe to get by. They periodically received ttxdical care in de stopped or even jailed, After cottsilting with a prominent cnuay'shospitalandcouldn't afford topay.City firefighters Houston public nelatiowfrmh,however, Leonard deviseda had to tend totheoccasionalfiresattheplantthat resulted from solution to Ids &ctrima. to sparks created in the sharpening process, Amt tore were Leonard held aptess conference and announced that he thosebodiesiobepickedupatxiidendfied. Still,local officials wouldopenanew ax-shareningplattwithplenryofjobsand cortcludedthviftheyhadnotectuallybenefitedthe corntnu- economic stimulus for the community that would give h3rn pity, they had at least avoided Bob Sheffield's fate, themostincentives.Suddahly,Ltonanlwasahero.Abidding Leonard was constantly supplied with fresh razor-sharp warenwedamong6tiesbothlarge andsnnall.l achofadozen axes and found that he could easily mutilate ten people before cities bright Leonard in at public expense and gave hire lunch.Bypayingvirtually notaxesWordystarvatiohwatges, helicopter taus, band concens and gala luncheons, 7}ney hekept hhisprofitmargbheatrenhelyFigh.Ilehadatelel>Itoe even offered hbn a few of their less popular citizens for him and a fax machine installed in his Lexus. An article inTe ws to murder just to get the feel of the place. Businem called hunt a "model of private-sedtor bhitaaive and In the end, the once proud City of Tratnnel-1, desperate eturepterrcurial zeal." Still, Ixonarddid not feel appreciated 9crteclosing ofalocal razorstrapfactory, made lAward OnedayonavkittoAustin,Leonardmetaprom inent an offer he cotdd not refuse. A 75% ten-year tax abuenent lawyer-lobbyist widely nunoredto mousse his hair.71ey ' for tie new plant together with a conunitment to i npruve discussed how Leonard could pursue a total lax exemp- roads and other public facilities arownd the plant site and a Lion for his propcmy,'hlhe lobbyist introduced Leonard to contract to sharpen the fire departs„-nt's axes. Of course, campaign fund-raising events, golf mid hunt ingtripswith Leonard would not be arrested oreven given patkhng tickets legislators, and a few topless dancers from HuUSton who prove!edtnathe dklndleavehiscarhhanimproperpixefor had traveled to Mexico widt the fonner Speaker of the longer than wag reascxwhly neceacnry to murder somcone House. It wasno problem finding legislators to sprnnsora I page 9 McCREARY, VESELKA, BRAGG & ALLEN hill exeiving to property of ax murderers. turned his attention to Washington, where, cilurg the need to Alduwgh it was tea on the agenda, Ltarard's bill was compete with Japanese ax murderers, he was able to get ' taken up one aflennxnh before a meeting of a legislative federal income tax credits, exemptions from wage and hour 1 canvnittee.Across theCapitol grvmids,tenthousand people laws and several niceloopholesinenvironnxutalregulations, ch:utedslog ans,waived.signsandcrawled onthe4hands and EvetybodylivedhaWdyeverafter,excgAofcoutse,Leonavd's knees to protest a bill authorizing Texas Rangers to wear victims, but they werepeopleofnopattimlarsigniflcance.* earrings, "WE CAN THINK OF NOTHING STRANGER THANAN EARRING ONA RANGER I"CNNcovered the denxrnstration live. Inside the hearing room, however, only afewbored lcrbbyisislistened asleohard told theconututtee Homestead Exemptions ! 'Tindoing agreat setvicetothis State. I'mcrearing jobs. I'm fnr ropertyHeldinlha. helping diseconomy. Lfl don'tget this exemption, l nmy have to move to anoter state, or maybe Mexico." The committee by Roy L Arrnsrrorwg t arAed Leonard and praised his good citizenship. The daughter ofoneofLeonard'svictimsdrove infranTratnmell 'IheYropertyTaxCodeteUsusthatbefcneaptopeity to testify against the bill, and her testimony was seen by the can qualify for a residence homestead exemption, the thhembehs as an opportunity to go for coffee. One metm(er property must be owned by one or more individuals, observed 1 she that no ordinary homeowners or small used a residence and occupied as his principal mi- businessmen have hired lobbyists to comic and oppose this decree by an owner who qualoes/or the exemption. In bill. That can ally mean that they support it." Another other words, the owner of the property must be the observed "Hey, it's not our money that we're giving away " person who occupies it. The bill was repotted favorably by On cdm niltice. In most cases this requirement is relatively simple to NoIegislatorsoutsldetheccnurditeehadread thebil1. understand and apply. W,.en,hcvever,aproperty is and none of themwanted to nruagonizethe legislworswho held by one Pelson asttvsteefor(hebenefit ofanothrr, sponsored de hill, so they voted for it unanahously. In theCode'arequhvmentisnotsoeasytoapply,Suppose November, doe exemption appeared on the ballot as "The that the deed records reveal that X owns a house as Constitutional anendnent to create jobs, promote ecoriontic trustee for the benefit of Y. Y lives in the house and X development, reduce overpopuladan and promote fair tax does not. Can the qualify as a residence treatment for Texans." CH the 39% of people who actually homestead ifthetitleholderofrecord not the person voted, nost thought that die provision sounded pretty good living in the property? and voted for ft. Those few people who voted against it, lust law explains that the trustee whose name suspected drat it might have sank-thing to do with birth appears in the deed records holds 'legal title" to the control, property. The beneficiary of the trust (i.e, the person The text year, Leonard's property was totally exenipt, whomveivesthebenefitsofthetrust property, such as and Leonard's profit trargins arse higher than ever. The the right to live there) is considered the "cgWtablo lobttyistwashalW,thelegislatorswere h:q>Ety"Leonard owner,"'IheCode,howem,says nothingaboutwhich was happy, Other property owners in Tran smell noticed that person should be considered the owner for pw1xves of dreir taxes were higher and that their children were not being a residence homestead exemption. There arc no pub. as well educhledd, but they blamed the appraisal district Iishod opinions from Timm courts which directly ad. and the teachers tried Oran fumed their attention back to dmeathusquestiou.Thereisenttainlymomforremon• profetitilaud q,cots. Mai-41ha xitdeavhitogyudstiah. L mvd able people to differ in their opinions. It appears moFA - - Page dU McCREARY, VESELKA, BRAGG & ALLEN likely, however, that a cotut would uphold a home- principally on the Malouf case, the Property Tax stead exemption for a property if the person living Division concluded that"the beneficiary ON trust is an there was a beneficiary or equitable owner, owr,er for homestead exemption purposes." The nvv In 1977, a similar question was addressed by the erlyTaxDivis' nalgodtatedthateventhelxnefici cy Texarkana Court of Appeals in Cl'ty of Mesquite v. of a m-vocable trust could qualify as long as the truss Maloof: The case concerned a claim for agricultural- had not actually been revoked. Opinions from state use appraisal under Article VIII §ld of the Texas administrative agencies, such as the Comptrollers Constitution which requires that the property owner office, are not hinding, but they are sometimes corvid- haveagrie tumashis'primaryoccupationandwunv ered by courts. of income." The property was held in trust, and the If the question of homestead exemption for pmM- question was whether the trustee or the beneficiary ties held in trust does reach a coral, it now seems more was the owner that had to have agriculture as his likely than not that thecowtwould uphold theexemp- primary occupclion. The court rot d that the lion.OfcoLuse,beforeanexemptioncanbegranted to beneficiary's "equitable ownership" made him the propertyheldintiust,thetrust mustbevalid, andit relevant owner. The court said: must still be in effect, The occupant of the property nwd be a beneficiary of the tntat, and the property Mhenavalidtavstisc eated,thebenefi• must qualify as a homestead in other respocts, ciariesbocometheownersoftheequitable The answer to the question of trust property and or beneficial title to the trust property and homesteads, however, might not come from a count at are oonsidered the real owners. all. Instead, it might come from the Legislature, Rep- resentative Will Hartnett of Dallas has filed a bill 'Ihemutexplained that ifthetrustee wasconsidered called H13. 2813 which would clarify the rights of the owner, a corporation could abuse the law by certain trust bene6daries to receive homestead ex- transteMng title to land that it used to an individual eruptions. As ofthis writing, however, the bill remains farmer who could hold legal title as atrustee. The land under consideration by the House Ways & Means wouldthenqua* for agricultural-use appr aised even Committee. 0=0 it was really owned and used by the corpora- MVHA will be happy to crnsult with its clients tioa concerning any particular questions or problems that TheTylerCourtofAppealsconsidemdthedif mvnee might arise in connection with homestead apphca• between legal and equitable title for tax purposes in lions for properties held in bust, 7i'xaa Department of Coitmlons a Anderson County Appraisal District. The caw concerned a prison which the state was acquiring under a complicated lease- purchase arrangement. A private company held legal title to the prison, but the state was found to have equitable title. The court concluded that the state was the real owner and the prison should be exempted as public property used for public pwpoees. In January of this year, the Comptrollers Property M Tax Division issued an opinion letter on the question of trust property and nosidenae homosteads. Relying page l I I I I r Law Offices of McCreary, Veselka, Bragg & Allen, P.C. 1 Page 12 f EXHilil-r 13-a MCCREARY VI:SF:LF:A RRAGG & ALLIA March 25, 1993 1 IR 1A I M V BA Bunallet"I I NEW BILLS: THE BEST AND THE WORST Thus far, in the 73rd regular session of the Texas Legislature, well over2800 bills have been. filed In the House of Representatives, and well over 1200 have been filed in the Senate. NIVBA has Identified a number of these bills that directly concern the appraisal of property or the assessment and collection of taxes. Some bills are good, but a majority are bad. They have originated with the lawyers and lobbyists representing very large property owners, or with angm property owners who feel that they have been treated unfairly by tax officials. Legislators generally do not have first-hand knowledge of how an appraisal district, an appraisal review board or atax office works. They hear prunardy from the other side, from properly owners and their nrpresentatives. Consequently, they very often do not really understand how current law works or why a particular bill would make things better or worse. In response to this situation, we have attempted to identify the best of the good bills and the worst of the bad bills, These are the bills that would have the greatest impact forbetter or worse on properly tax admhilstrailon across tho state. We Invite our readers to review these bills and contact legislators about them. Your legislators might not listen to you if you contact them, but they certainly will not listen to you if you do not. Good Bills Alrpralsnls Under current law, a group of residential properl ies (typically houses or lots) that are held for sale as a pvl of the owner's trade or business, can be appraised together as an inventory resulting in less taxable value than the prolvoics would have if they were appraised separately. This practice lowers tax bases of taxing units. It also discriminates against other property owners whose appraised values are higher than those placed on developers' properties. II.II.1251(Craddlck) would remove residential real properties from the classes of properties that can tic appraised as inventories. 'I1nu, properties owned by developers would be appraised in the same manner as properties owned by other people. 1:rlHlrtrr 13..1, Za~n~1inns and `;'peci~l 4nnrnic;r s Huge amounts of value go unWed, and a large share of Ilre tax burden is shilled to others as a result of"open- space" agHLUIturul appraisals, Valuable properties ore appraised at only a minute fr;rction of their aclun! v:due merely because they are used (often nunill) aIIy I fur upr iculrura', purposus• While this tar benefit exists purportedly to presort e the funnily farm, it is also ;rvailable to corporations and non-farmers that would not know a cow from a halt of cotton. 11.11. 2072 (Culbersun) is ould deny open-space appraisal to land unless it is owned "m holly by one or more individuals each of whom as a fanner or rancher gains or attempts to gaup a livelihood from the operation of a farm or ranch on the land." T}ris bill would deny open-space appraisal to the immy corporations and non-farmers that currently receive this benefit. It would subsarmially increase taxing units' tax bases by merely requiring more propeny owners to pay taxes on the actual value of their property, 11.13, 1913 (Stiles) and S.D. 583 (l laley) svotdd make some posit ivc but bass fundamental changes ht the laws governing upen•space appraisaaIs. Theca bills would require n pr~rpeny oa nerrrcriving opcir•space appraisal on hls land to renew his application every five years, and give appraisal districts and c using units the right to enter the land and inspect it to determine whether it qualifies for open-space appraisal. In counties of 500,000 people or more, these bills would allow an appraisal district to send a questionnaire to owners of open-space lord to gather irnCornratiun perthreut to the appraisal of that land. A property owner who (lid tot respond would forfeit his right to open-space appraisal for that ),ear. The bill also creates an additional penalty for changing the use of open-space land. 17iot penalty would increase with each year that a person marred the land before changing its use, up to ten years. If aperson changed the use of his land after lravingowned it for ten yew; or more, no additional penalty would be imposed. S.H. 785 (Ellis) would increase the current "rollback tax" that is unposed when the use of open-space land changes. It would allow taxing unite to recapture the taxes lost due to open-s;)ace appraisals for the ten years preceding the change of use. Current law allows the recapture Of only five yeuts of lost taxes. Ant rascal Liti~+~li rn The laws governing a property owner's rights to appeal an APB's order by W rig the appraisal district have long been blased In favor of the special httcrests of property owners wealthy enough to bring such suits and the IawymIlint handletheir cases. Because appraisal districts ore not given a falropponunitytodefend their nppraisals in court, property owners are often successful in having their values reduced as a result of their lawsuits, One of the worst exartrples ohhe tiitedplaying field in appraisal litigation Is §42,225 of the grope my Tax Code. 71rls section currently allows a property owner suing an appraisal district to have his case referred to binding arbitration, thus depriving the appraisal district of the opportunity to be beard In coup by a judge orjnry. An arbitrator can evrn order the uppralsal districttopay the property owner's attontcy's fees. If, however, the arbitrator's decision would b1cream the property owner's taxes, their it Is not binding and the property owner can proceed to have his case heard in court. IlrreebilHslnavebeenfiledwhichwuuldsubst:urlialiyunprove~42.225, II.D.1909(Illrschl)-muldprovide for binding arbitration only if the propeny Owner and the appraisal district both agreed to It. !t w(. J also make FXHIBIT 13-c .utarhiirator'sderisionbindingecenifitincrc•ascdtheproperlyo~+ner'st;LKliability, H,11.2123(1larchanlluoL'J preserve a property owner's one•siiled right to force binding arhitratic t on an appraisal district, bw it would limit 1 Ih;u right to uses involving property valued at less than g3b10,{Ifr(l, It wou'd restore an appraisal district's right to a (Illy iucourt in cascsinvolvingmore valuableprop ell ics.'Ilie biIIwould idsomake aii arbitrator's decisionbiuiding even if it increased thepropertyownet's tax liability, It alsopiovidesealathe court mustdetermine issues concerning the inter)rrrtalion of lavvs,jurisdictiran :uul venue before referring a case to arbitration, 'llrc arbitrator scnuld then, decide factual issues, like the value of the property owner's property, ti.E1.5531Arntbristerl isnot as good a5 the other bills, but it would limit a property owner's right to force binding :uilitnotion on an appraisal district to cases involving property valued at s1,000,000 or less. It world also make :m arbitrator's decision binding even if it ~ increased the property uswner's liLK liahitity, I i It should be noted that none of these bills would diminish the cwrent right of a property ov, nec and an appraisal district to agree to have a lawsuit referred to nredintion or arbitration. Cullcclinns 1611.1270 (Yost) would preserve the right of a person 6.5 years of age or older to pay taxes on his homestead in four installments, but it would require the property owner to notify the tax collector of his intent to make installmen, payments. Current law does not require this notice, and hi its absence, a tax collector is often unable to dctennine the anent ti-t+in.I a property owner's partial payment. Several years ago, a property owner submitted a partial payment of delinquent taxes to tite City ,if Houston with instructions not to apply any of the payment to certain penalties owed by the property owner. The City disregarded the property owner's instructions and applied thepaymentlike an),other partial payment, Acourtruled that the City had misapplied the payment and suggested thaI a taxing unit receiving at ax payment might be obligated to follow llie property owner'sirstructionsaccomptnyingthe payment. Such a ruling would be disastrous to taxing units, particularly larger units that receive so many payments that they could not possibly screea each one for instructions, Property owners owe their penalties and interest as antaiterof state law and should trot be able to impose conditions or instructions on local govenmtcnts in the course of making their payments. SM. 1254 ('Turner) is intended toaddress the problem raised by the Houstoncase. The bill i.s presently being redrafted and its final wording has not been deitnnined. We certainly iaope, however, that it will clearly and absolutely eradicate the Houston court's dubious ruling. If a property owner does not pay his tames, the taxing units have to foreclose turd sell his property. Current law gives the property owner two years in which to redeem his property, Le, to buy it back. Prospective purchasers are often hesitant to buy property at tax sal-4 or to pay very much for it because they know that for two years after a purchase, the delinquent property owner could nude the purchaser sell the property back to him. Buyers feel especially uncomfortahle adding improvements to property that they ntight not get to keep. 11 J R 50 and E1.11, 768 (Eckels) and SJR 19 and S.f1.3SS (Etiis) would shorten the redemption pcrind for marry types of property. The redemption period would be shottened to six months for all properties except residence homesteads and "land it designated for agriculturitl use" which would continue to have a redemption period of two years, Curiously, there also exists a bill called 1[.11. 2072 (Flores) that would shorten the redemption period for homesteads, but leave it al Iwo years for other properties, i L 7_7 -7 E-XHIBIT 13-d 11.11. 71 (Guolsby) applies to a situation in %%hich a property owner is entitled to a tux refund because of n Change to the appraisal roll or because he has made mr overpayrient or erroneous payment of taxes, If the same property owner ottcs delinquent taxes on another property, the tax collector could apply the refund to those delinqueut taxes. 7'lle collector would not hate to ttritc 'he property owner a refund check unless and until all his delinquent taxes are paid. "Phis right to set off a tax refund against delinquent taxes would apply only if the property ot+ncr here the sole owner of both properties involved. 11.11.:490(lleriartga) contains numerous provisions, wore good than bad. It would make it clear that a tax lien on personal property such as inventory attaches to such property acquired by the propeny e.e -tsr after January 1. It would also increase the interest due on delinquent taxes that are the subject of a court's judgment. It would eixeattxingunit ~uingto collect delinquent ta.xesgrealerflexit, lityantheissueOfincludingfhecurrentyear'staxcs in the suit. Um .tunately, it would also reduce the costa of redeeming some foreclosed property. BAD BILLS Appraisal IL B. 925 (Craddick) provides that if an appraisal district oppraises an interest in oil and/or gas using amethcd that projects the future income from the interest, th; district must take the average price of oil or gas in the previous year as its projected future price. In periods of significant fluctuations in oil and gas prices, this bill could result in arbitrary and erroneous values and possibly violate the constitutional requirement that property be appraised at its market value. For example, suppose that m December of 1993 some disturbance in the Persian Gulf caused a dramatic increase c the price of oil and the value of oil interests. These increases could not be reflected in 1993 appraisals, thus making those appraisals erroneous. F•umillions and Speci ji Appraisals As noted above, current law allows land used for agriculture ("open-space" land) to be appraised not at its market value, but at iur artificially low productivity value. The appsrcni reasoning behind the law is that a property owner using land for agriculture should not have to pay taxes based on a higher potential value that the land could have for other purposes. In theory, the late allows family farmers to keep farming by protecting them from high taxes That might drive Ihent off their land or make them change its use. When Ilse use does change, however, mad a property owner realizes the full potential value of his land, the law reasons that he can pay back some of the taxes that he avoided paying whenthr land was used for agriculture. When the use of the l,vtd changes, taxing units can effectively recapture the taxes lost due to open-space appraisals on the land for the previous five years. II.[1.770 (I I aggerly) would shorten the recapture period to one year. The bill xvnuld thusexpand a tax benefit that is already widely abused and very costly to taxing units mad other property owners. The bill would also largely undennine the law's intent to preserve agricnIture by great]), reducing the cost of ending the agricultural use of land. l;tfllllrr 13-e 7lre properly Tart Code currently alJon's certain land in duality as open-:pace land if it used for "nviidiife m;un;igerncnt." iilc Land, however, unust have qualified as ol,crt-space land on January 1, 1992 by vinuc of a com cmional agrictiltur l use. 11.11, I863 (Saunders) would add a great deal of language to the Code that would fit: largely redundantof whatis already tile, e.It does, however, add me very mious provision. rfapropenyowner changed the use of vvildlit:-rn;uragennent land and paid a rollhaclt fix, he could later receive a tax crcdir for his poyanent if the lard s` cre com-cried to agricultural or open-space us.r. 'I ,.e credit vould be applied against future I;rtes on the property. The net effect of file provision would be to elintbtate the rollback tat. The bill is so confu,ing and hourly drafted that it is difficult to discern the exact purl ose behind it. 1% 1111C dais legislative session, as usual, irchrdes a numhcr of special-irnterest bills to create or expand exemptions and ftwhur shift fire rrx burden, three of these proposed exertrpt Iona ;Lie particui;u ly noteworthy. 11JR 80 Will ILI1.1920 (Stiles) and S.B.495 (Armbrkier) weuhf exempt "real undpersom: f property used prbw,rily as a f,tcllitydctiiseorrnethodforthecowrol c,f;,lr,titiaterof faudpollution." HJR 103(Seidlifs)wouldcxemptproperty of henemient and fretcrmal associations. W1161e Re are not nccess,uily opposed to cxcinpling beer }halls, a by strip %%nh private beer halls? 11.11. 1096 (Ogden) and S,B,111 (Turner) would exempt property of a cliaritable organization "primarily engaged in building or repairing housing with i oluntcerlabor to sell to loci income buyers." The exemption would apply to the residcmial propenies owned by such all organization and to its administrative offices aind personal property. The organization could receive the exemption for only the pro rata portion of tine year in which it o',vned a progeny. An exemption under this bill, however, could be applied for at any time in a tax year as long as the organization filed its application fomn within 30 days of acquiring the property. Thus, an appraisal di-, trict would have to process applications and grant exemptions even after the appraisal roll was certified and taxes were paid. Taxing units would have to prorate exemptions and refund taxes on propenies exempted after the taxes were collected, arncec to qne ~nraisal~J 11.13. 491(Stiles) and S,B.166 (l lenderson) would create yet another means through which appraisal rolls could be changed after certification, and would further undennine the stability of taxing units' tax rolls, They provide that any rime prior to the date the taxes on a property become delinquent, the property owner and doe chief appraiser may file a Joint notion with the ARID to correct an enor that resulted m all incorrect appraised value for thepropeny, While achief appraiser would probably notjoinlnrnotionsltnatwercnotclearly meritorious,itisvery possib)e that some dcsl,eratepropeny owners would try suing chief appraisers to compel them to join In notions. If 11h 6011% were filed ;and granted, taxing units would lose tax revenues that they had;imicipatcd when setting their budgets turd tax rates. r A_,PRraisal LWt r~lion Consider a lawsuit conceming a defend;unr who got drunk and -tun his car over the plaintiff. No matter how negligent the defendant might appear, and no matter 11 OA, much blame he might deserve, h2 cannot 1>e ordered to hay the plaintiff's nuorney's fees. Now consider a case in a Rich a progeny owner and an appraisal district have it legitimate difference of opinion concerning the value of properly owner's property. 'I lie coutt compromises their dispute ;and fixes the value of the property 111 some level hehvicen tine levels claimed by the parties The apprris<il I; EXHIBIT 13-f district does not deserve blame any more thwi the p,openy ohrner does. Bach shnply made a good-faith effort to appraise the property and the court imposed a ccnnprornise slue on them. In this case, however, the Property Tax Coyle allows the court w mace the appraisal district pay the property owner's attorney's fees, a cost that is passed along to the district's UL\ing Units and ultimately to other property owners. A property m~ ter caeutot be ordered to pay the appraisal district's attorney's fees. Under these circumstarwes, it is no wonder that appraisal districts are often sued by property owners, or that they often give up value to settle cases rather than race having to pay fire property owner's altcmey's fees. While current law is highly unfair, it could be worse. A property owner cart recover attorney's fees only if lie proves fiat the appraised valve of his property is excessive or if he proses that it is unequal when compared to the values of, other properties. 'lhe property owner cannot recoscr an anu+unf of attorney's fees that exceeds the amount of taxes that he saves as a result of his suit. 11.1t. 909lGrusendorf) ;aid 111B. 1293 (Wilson) would hirgely do away with the current limitotions on o prolu•rty owner's right to recover attorney's fees. 11.11. 909 would allow a property ownerto recoveranontey's fees iflrcprevailedconcerrring all agricultural ortimberappeaisal. 11.11. 1293 would allow thepropenyownerto recover attorney's fees if lie prevailed in a suit on any grounds, Both bills would allow the property owner to recover more in anorney's fees than he might save in taxes. Both bills would tend to increase the number of suits filed against appraisal districts (especially smallernuisance suits),to further lunit an appraisal district's abditytodefen:l its values ruin to unpose additional costs on appraisal districts, tax'ufg units and the great mass of property owners that accept the appraisals of their properties, Current law recognizes that aproperty owner's suit against an appraisal district should root be used as a nearrs to avoid or delay the payment of at least some taxes on his property. It provides that before the delinquency date the property owner must pay, at a minunum, the greater of (a) the taxes on the undisputed value of his property, or (b) the taxes imposed on his property in the previous year. I I.B. 2619 (1laggerty) would allow the property owner topay only the tax on the undisputed value of his property. It would allow an unscrupulous property owner to avoid or delay paying taxes by claiming a ridiculously low value forhis property and placing substantially all of its value in dispute. In many cases, it is difficult for an appraisal district to detemnine just what the property owner is claiming concerning thevalue ofhisproperty, and the propertyowltermaychange his claims during the course of the litigation. In cxenhptiot.. ises, the property owner would not pay anything until his case was finally detemtined. Thus, the bill would undcnnbe the certainty acid rte valid purpose of the present law and open appraisal litigation to abuse as a means to avoid or delay tax payments. Another bad hU1 affectutg appraisal litigation is II.B..101(Smith) which concerns the Benue of an appraisal suit, i.e. the county in which the suit will be filed and tried. 'fhe hill wout-t allow the property owner to file his suit in either the county where the ARB h located, or "the county in which the property is located." This would help the property owner whose property is appraised by two appraisal districts. I le could file a single suit in the county Micre his property is located and name both the districts as defendants. I'lle bill, however, would create problems with respect to personal property. If the suas of personal property was unclear or disputed, conflicts could arise over where the property owner could file his suit. Further, it is unclear whether a property owner who proved his property from county A to county B after January the lst, could sue the A County Appraisal District in county B's courts. 71re A County Appraisal District (night have to send lawyers and witnesses to defend it in a triad 500 miles away. I L•XIIIBIT 13-g lice iort5 ~ As notedaboee,currenthtwtdlo+vs apcrson GS bears of age nroklcrtopay the t:v:es oa hi; homestead in four { installments. The delinquency date forawinstciIhnentsare February 1St,AprilISOJune ISt and Auyust IA While vseli intentioned, the law often creates adaninKIMI x'e nightmares for tax collectors. A plopz my owner wkhiing to pay in installments does not even has-e to notify the collector of his intent to do so. Thus, a ~ ollector w lio receis'es a partial payment before February 1st cannot tell whether the property o" ncr hacrids to pay his remaining taxes Al irnstallnmws, Further, % hen aproperty owner starts making utstalhmcnl p:p'ureuts, but t}ten quilt heforc peyirng all of lri.~ toes, the calculation ofpen,0ties and hacw• t on Ile delinquent kwallmNrNs is 11nt clearly dLcWtlbed in the Corte, and is akin to rocket science in its congx1exity. r ILB. 469 AM) vv uuld nude this situation rnuclt waive by cspcurthnr 11e Ag:hl to ;my taxes in inst•dintenrs to all tm ners of homesteads regardless oftlred ale.Adminetlly, t)tete is no UMOWation by limiting this right to the wcalrhiestogegroup in socioy,agroupthatis rlrcad)rronctedvr,gala,atth_foreclosureofthcirhornesteurls.The tubanun,hoacrcr, istodoawayn'irltthis lavs',nailer thanexpandit. We furthwrnotethalmally'honwowners aheady effectively pay their homestead taxes in iost;r]Irnneintsbymaking, trayrnentn ro their Too; (gqC cunq'aI I ie., Current law recognizes that no system of wation curt =k if the rrx i cis do riot hear some of the responsibility for making it woik. (Try to uuagine iiow dre ledend income tax would worl: if taxpayers scetc not responsible forkeeping track of their incomes, filing their retunts, etc.) Current Texas properly urr Inw makes it properly owner responsible for detennining how much Go= and fur paying his rases even if then: is sonie defect lr the deliveryofhis tax bill, FaHurew sendor receive atax bill does not effect the impositionof a tax or any penallies or interest due on delinquent t;uves. ILB.1158 (Craddick) would do assay xvith penalties and i„teiest in ninny instances in which lax bills were returned to the taxing units undchi.,cred. If a tax IWH were returned, the taxing unit would hav c to send another bill to the property owner's correct address at least 21 days prior to the delinquency date, or lose its tight to impose penalties and interest, In many cases, the bill tit ould piss uncertain void ccuiflicting instructions on a Mcli address to use and could put appraisal Jisu'ios or taxing units ill the position of tryirig to read it lnroperly ow tier's nikid A property owner owingdelinquenl taxes could ea, Qc 1 aiur thatlre meant for his tat hills to go to some other address. Further, even when a property owner was evciitually contacted bya taxing unit and hnfornledof his tai obligations, hecoulddelaypayinghistaxesaslongaspossibleandnotface, any penaltiesot inicresi.In sum,thebill wouldimpose substantial obstacles to the collection of many taxes turd benefit the negligent or dishonest property ow tier at the expense of the many honest and responsible prr,periy otc(lei s Ilfisccilatncotrs ILB, 2192 (Goadnran) concerns a situation +n which a property is appraised by two adjacent appraisal districts. The bill is confused and badly drafted, but it apparently provides that the property owner's payineut of any taxing unit's taxes would extinguish the property owner's I iaHIky to -ill! !b.r taxing units. At the eery least, it applies to a situation in which there is SUltle dispute %%here a propcny is ticxable, and two appraisal districts have appraised it at two locations in different hiring units. Insteed of providing: for a real detennination of where the pmpetly is taxable. the bill would sonply allow the property owner ro pay wholever taxes he wanted to pay and extinguish his liability for the other tares. The potential for f r na,) and abase is cmamous conshlering the potential LN111BIT 13-h for a htupetty osvaer to shop:tround for the appraisal district ;aid taxing units that would give him the lowest laces, p,iv t,rtes to tI e acting units and cutoff the more uteritorious tax claims of other taxing units. present law gives a property (I s,, ner ample opportunity to protest an appraisal district's detennir it ion concerning where his property is tai,~Ible. i Tips For Influencing Legislation 1 I.11 isn't hopeless. In a few instances, the public interest really is done in by corruption, by special Zterests using campaign. contributions or otherberiefits to induce legislators to vote against the public interest. More often, { home ~ er, the emmy is ignoraime No legislator could be thoroughly fani liar with every statute on the books, let alone with how those statutes work in the read world, A legislator does not have the time or the staff to research every bill than comes up for a vote. In the ahsence of anything else to go on, the legislator may vote in darkest ignorvhce orrn:p 10110%thelead ofodh°r legklaloj%schoseeiu to know shat abill is about. (Guess whuthoseotherlegislaltars n~c hl.eh to bc.) This ignormce cant beer mbattecE, A legislator wltoihasreeeived several letters or telephone calls from taxing units in his or her district offering valid re.lsons for supporting or opposing a bill will be better informed in voting on that hit I. Many legislators tell of having voted one way or another on a bill on the basis of only a handful of messages from constituents, In this environment, infonthatiou fronttax officials and taxingunits canhave a positive impact It is, at least, wotlh a try. 2. Get your taxing units' elected officials involved. Generally speaking, the most htfluential people involveduh ad valorem taxationwill be the elected officials oftaxing units. They havepolitical powerbases of their own. They are likely to be personally acquainted with their legislators and are likely to have their telephone calls returned. Atax assessor-col lector concerned about a bill should contact the membersof the taxing unit's goveming body and explain why the bill is intpottam, Shnilarly, a chief appraiser should not hesitate to contact the district's constituent taxhhg units and their governing bodies about a bill that concerns the appraisal district. If members of tiaegoveming body understand that a bill will shrink sloe unit'stat base, destabil ize its tax roll, impede lhecollection of its taxes, or increase the appraisal district's budget, they may become motivated to contact their legislators. The tau assessor-collector or chiefappraiser can help other officials draft letters to legislators and explain their positions ou bills. 3. Uon't whine, Legislators are not likely lobe influenced by comments like"[ don't want tohave to do this", or "doing this would be a nuisance forme and my staff." It is best toexplaht your position on a bill in terms of how the bill serves ordeserves thepublic interest. For example, anew exemption or special appraisal might be aheadache for the appraisal district staff, but more importantly, would shift the tax burden further onto the horneowners and small businesses that already bear a heavy autd disproportionate share of the burden. Yost-approval changes to the appraisal roll cause taxing units to set higher taut rates because they cannot accurately predict how much property value they will ultimately get totax. Attorney's fees paid by appraisal districts to property owners are passed along to taxing units and ultimately to the mass of other property owners. Using points like these, an appraisal district or taxing unit can explain to legislators why a bill desetves the public, rather than just dwelling on the problems presented to the appraisal district or tax office. I I 17XI11BIT 13-i 4. Suggest changes and alternatives. If it does not seem possible to derail a bad bill, considerways in ss hich the bill mighl be changed Iv do less damage. If lax appraisers, assessors and collectors can suggest some amendment that would not change the prunary effect that a bill is supposed to have ordefeat the particular special interest behind it, but that would make the bill more practical to admutisteror reduce unintended effects of the bill. legislators may be willing to listen. S Don't be a cause of bad bills . Sometimes a bill is passed because a tiny minority of chief appraisers or tax assessor-collectors have abused someprovisionofcurrent law, adoptedan unreasonable interpretation of current law, orsimplyfailedtoassistproperty owners inexercisingtheirrightsunder current law. Afevvbtfluentialproperty owners run to (heir legislators, cmd a poorly prepared bill k filed which xvould impose substantial burdens on tax officiads adl uver the state. A surprising number of bills are filed because one property owner or a handful of property owners are able io portroy thernselves as victims of some abuse undercurrent law. If tax officials can spot these circumstances and act to solve the propeny owners' ptublems under current law, a number of bad bills can be uvoided. Thus,if legis1.uursfrom your area are promotiMg bad Lid Is as aresult of some problem or problems involving yvurappnrisal district or (.A office, look for v qs to solve those problems and pull the rug out from under the bad bills. I 6. Addresses to use . A letter to a House member should be addressed to: The Fonorable full name Texas House of Representatives 1'. O. Box 2910 Austin, Texas 78769 Ikar Representative A letter to a senator should be addressed to: The Honorable 1 foil name Texas Senate P. 0. Box 12068 Capitol staliou Austin, Texas 78711 tkar Senator NJVBA will be happy to help you rind the telephone number of your senator or representative. 7. Act quickly. If you want to make your thoughts about a bill known to your legislators, act quickly. The legislature is running at full speed and bills can be decided upon quickly. l "A"1111111 14-a r ~/IiALiti , 1.1,F,N April 14, 1993 1 V/1iVBA Bufl 1993's Ominous Omnibus Bill In c'ur ~IIlrch ZSth 1lOf let in, rte reported on many of the m orst hi IIs tride I cott.irlerat ion before the Legislature. nce that date, mans of the m orst features of the bad hills have hcen combined into a single bill called II.B. 491. f IIk hill ptnmi^er: to be this ,session's omirnnus omnibus bill. H.R. 491 would do the following; i I. Expand an appraisal reviev board's power to correct alleged "clerical errors" in past years' appraisal rolls, Ii moult) allow a properly owner to request that the ARB change the appraisal roll to correct the property 1 owner's own clerical error, Unscrupulous property owners would, no doubt, misuse this provision to atrack many lippraisals and further undennine the atnbility of appraisal rolls. If a property owner claims rightly or wrongly that Ire colrunitled a clerical error, air appraisal district will almost never have the kind of independent knowledge of the property owner's actions that would allow it to refute the property owner's clahns, 1. Allow a property owner to disregard his own a rillen agreemenl w ith an appraisal district. A property owner could chcdlenge tine appraisal of his property tluough a motion asking the ARB to change the appraisal roll 1 eveu if Ii- had previously entered a written agreement with the appraisal district concennhng that appraisal. Thus, property, n%-ncrs would be free to disregard their own promises and agreements after appraisal districts had acted in reliance on those promises mid agreements. 1'urlher destabilize appraisal rolls by creating yet another means through m hich those rolls could he chnnl;Mafter being certified to taxing units. Apropertymvnerand nchief appraisercouldfife ajointmotion with the AIM to corect any "error that resulted in an incorrect appraised value for the owner's property." While a chief ,rppraim AouId probablynot join innrotionsthatwerenot cleadymeritorious,it is verypossiblethat somedesp rate l,rnpcrty owners would try suing chief apprdisels to compel them to join in motions, If motions were filed and grrullcd,taxing units would lose tax revenues that they had anticipated when they adopted their hudgets and tax rates. 4. Expand property owners' rights to have formal hearings on many types of motions that might be filed before an ARR. Such a change would mem more thne and expense devoted to ARB proceedings Many appraisal (N,oricrs Orcady find it difficult to find qualified ARB members who can spare the time required for ARB proceedings. o ',XHIBIT 14•b 5. Allmc n property owner to recover attorney's fees in more suits brought against appraisal districts and ARIis. if a property filed any of several types of motions asking the ARB to change the appraisal roll, and if the AFRB (lest ied the motion, the property owner COIL] d sue the ARB and recover his attorney's fees. Of course, (here is no Iovision for tlic ARB to recover its attorney's fees from the property owner. This provision would further tilt ncc Iit iFntion playing field against appraising and taxing entities, involve ARB members in more Iit igation andpass rtl+.ae costs aioug to tcixing units and ordinary property owners. _ 6. Clarify the right of a person who hugs property after ,January Ist of a tax year to pursue any legal procedures or remedies available to the ,lanuart I ova ner. 7. flu awny with penalties and interest in many instances in which tax hills are returned hl lazing units undelivered.11 ataxbillweretetumed,thetaxingunit -wouldhavetosendanotherbilltothepropertyotisncr'scorrect rnGhc s.: of knit 21 clays befrne the delinquency dale or lose, at least temporarily, its right to impose penalties and fntcrr,l. In many cases. the bill would give uncennin turd conflic•tuig utstructions on which address to use and could pul appraisal districts and taxing units in the position of trying to read a property owner's mind. A property owner own+g delingtienl taxes could easily claim that lie meant for his tau bills to go to some other address. Fortunately, this putt of the bill now includes a requirement that a property ovener request the waiver of penalties and interest within 6 months of the delinquency date.'Ihis portion of the bill, however, is poorly drafted and its ambiguities are sure to inspire a great deal of litigation as courts are asked to interpret and explain it. In any event, this portion of the bill is likely Io impose substantial obstacles to the collection of penalties and interest on delinquent taxes, and to benefit the negligent or dishonest property owner at the expense of the many honest and responsible property Un'llel S, 1113. 491 has already passed the House Ways and Meares Committee and may soon come up for approval by the full House of Representatives. If it passed by the House, the bill will proceed to the Senate. Most probably, the bill would be referred to the Senate Futance Conunittee. The Senate may be the best place to try to derail this bill. If you aveconcemed about theprovisions of H.B.491, pleaseexpress yourconcerns to your legislators, especially your senator. You may also wish to share infomtation about the bill witlrmembers of the governing bodies Qf taxing units in your area so that they can also communicate with the legislators. A sample letter is included. As Usnad. N1VBA will be happy to answer any of your questions conceming II.B. 491 or other bills currently be fore the Legislature. We can also provide you with copies of bills upon request. o- I I 1AHIlsl F 14-c To The Hotlvrlhlc IC'x❑': SC'Il❑Ie P.Q. Bwi 12(1(18 ' Capihd Station Austin. Texas 78711 he:trP,4ui r { 1 nm c, I icing to express my coriecm ahout a hill called 11 B. 491 which is currently before the Legisla- lure "f his hHl represents, n effort by special interests and their lawyers to undennine the Stability of local I'I,re,mnerllc' tas rolls, to increase the Winne of admirikn dive hearings and Inwsuits c'onc'ernvlg pn+pcrt}' nsc~. and ht fmthcr shift lax hurdcns and CUSIS on In hutuc;avners ,old small busine:;yes. I t hc'I mis Properly Tax Code already prat ides it fair and efficient naeuas for property owners to res,ke disputes aboul tax appraisals 11ff0re tax rolls ate apPruved. II.B.491, however, would expand the l1wvet of sopliklicatcd properly owners with lawyers to challenge aI ; raisnls offer tax rulk are approved and rhea destabilize those rolls. Unstable tax rolls cause local governments to impose higher lax rases bccall C they cannot predict what portion of their lax rolls will ultimately disappear. This means higher urxcs for cvcn'onc, II.B. 491 also allows a property owner to disregard his own wrillen agreement w'idr an appraisal district concerning the appraisal of his property. Properly owners iutd appraisal districts would thus have little incentive to work logether to delemtine accurate and agreeable values for properties. Ii.D. 491 would also further tilt the already, tilled playing field of appraisal related litigation. It expands tl+c unc-sided right of litigious property owners to collect their attorney's fees from apprlllsai districts and appraisal res9cw boards, fees that are ultimately pald by other property owners, This is true even when an app4sal district makes a good-faith effort to appraise property as accurately as possible in light of the Informallon available to it. Furdtcr. H.B. 491 includes a provision that would require It taxing unit to waive penalties and interest on delinquent taxes in many instances in which tax bills are returned in the mail. The bill places a wholly unrealistic bur den oil local governments to ascertain the correct addresses for property owners who often hasp uo Frown addresses or who may supply conl1k ling infonuation about various addresses. A lax cv[iector clumul always read a property owner's mind. lust as a cilizen is expec[ed to know of his obliga- N,)n ht pay fedcfal income taxes, he can reasonably be expected to know of his obligation to pay properly laxas even if, for sonic reason, a tax hill is not sent to the preferred address. Please make every effort to oppose this ill-advised and dcslructive bill and stop it from becoming Inw, four assistance will be a great service to ail of Texas' local govenunems and property owners. yourssincercly, EXHIBIT 15-a I 11. Complete Listing of all McCrear)-, Veselka, Bragg & Allen Clienis (by County) Anderson (vunty Simms I.S.D. 011 of Palestine Dlalra I.S.D. Palcsline LS.D. Red Lick I.S.D. Neches I.S.U. Pleasant Grove I.S.D. Wcshvood Hubbard I.S.U. Urvcr Neches T,111'A Leary I S.D. UcKalb I.S.D. I, If~r C1u111y Cily of Def:alb CilS of Seylnr`w Bom ie Ca. P.uml Fire Prot eutiou Dist. k 16 ?cynn"w I I Do~cicC.VP. i I;1%'%I1,rnisnlDkrrkI:dP;11l~.nrly lli~ tt ,c rCounl~ Apprnisa] )i;lricr [tell C+vint} ~El inc LS.U. City of licllon Drels.stcr C'ounrc Belton I.S.D. Brewster Nemr HI I lor'•piml District City of Killeen San Vlnceure I.&D. Killeen I.S.D. Dluathou LS.D. City of Temple Terlingua I.S.D. Temple I.S'D. City of Alpine (38 additional jurisdicliuns in Bell County) Burleson County Cily of Caldwell 'Thc following clients me rcrresemcd in Bos(jue City ursomerville County: Sumer'-Hle I.S.D. City of Valley Mills Caldwell I.S.D. Clirlon LSA). Bluleson County MUD Ml Cranlills Gap I'S.U• Snook LS.U. Bo7 it: Coumy Appraisal Disuict Burnet County Appraisal District Bowie County Burnet County City of Nash City of Burnet City of New Boston City of Granite Shoals City of Wake Village City of Marble Palls City of Texarktma City of Bertram City of 1-car), Mcadow9akc.s Municipal Utility District Tcxatkatta Community College Burnet Consolidated I.S.U. New Boston I.S.D, Marble Falls I.S.D. Rcda ater I.S.D. City (If Cotu>na ood Textubi a I.S.D. Liberly•Eylau ],S.D. City of Redwater I E\11IBIT IS-1? i C .dh, 1111 Cr,uoty Appt usal Disirk l Calhvun Counly Gotcsvillc I.S.D. I Citv of Point Comfort City of Seadrift Crocl;cn Counly Cil of Pore Lavaca Calhoun County I S.D. Crosby County 1'nrt f l'C'onnor Municipal Utility Disvict Cil of Rails Crosbylou Consolidated I.S.U. 'I he following client is rcprescntcri in Chambers White Rivcr Municipal Water - Crnnits- Ehubcre Hill LS.D, 'Ili,, follo A ing client is represented in Dallas Courm: Cherokee County City of 11W: hires i Cols Counly Uewou County l:icl:nh +W;iicr Districl Argyle I.S.D. Wcst CnLe lospital District Cily of Aipic I C!•kc Ehldcrgrowlrl y4'atcr District (-,it) , -f Pomicr i E Pon~Jrr LS.D. 'Ibe following clients are represented in Collin C'ilr of Sanger County: City of Aubrey Town of Saint Paul Aubrcv I.S.D. Wylie I.S.D. Sanger LS.D. City of Sachse City of Pilot Point Pilot Point LS.E . Comrl County E:rurn LS,D. Corral LS.D. Corinth NIUD #1 Comanche County E:Wlarrd Counly oustine I.S.U. Soulh Eastland County Hospilal District Sidney LS.D• Eastland Memorial Hospital District COnlanche Comely Hospilal Dislrict (Illy of (jomtan Cily of Comanclle City of Ranger Comanche I.S.D. Ranger Hospital District City' of DeLeon Ringer College District DeLeon Hospilal District Ranger I.S.D. DO'con I.S.D. Rising Star I.S.D. Gorman I.S.D. Cor) ell County C'arbvn L$.D, City of Oglesby Eastland LS.D. American Education Complex C'ily of Rising Star Evanll.S.D. Oglesby LS.D. Erath County Jonesboro I.S.D. City of Dublin City of Gatcsvillc Dublin I.S,U. City of Coppcnls Cove Lake Proctor Irrigation Authority ENRI fIT 15-c Falls Cminly Appraisal District Grimes County Grimes County A}+praisal Disuict Fannin CQUnIN' Navasota I.S.t Cite of Navasota Fooid County Appraisal District h4a LS.U, Foard County ,Anderson-Shiro Con: olidutcd I.S.D. Foard County Hospital District Griutcs Co. C.E.D. Gu+ecll LS.D. RkIr rds LS.D. r' i i Freestone County Guudahipt Count} ~ Cite of Sirccttnnn City of Fairfield llo:deman Count. Fairfield Hospital Disu ict City of flumwh t D-c%v L&D, (hrtnah I.S.D. Tcniguc Hospind District Hardin Cuuuty Apprrkal Disuicl The following client is represented in Galvestun Hardin County Cvuntr: Kvuntze 1.5,D. Santa Fc I.S.D. City of Kourwc Garza County Hatrlsot, County Garza County Hospital District Harrison C mmral Appraisal Dist ict City ul Fast City of Marshall pusl LS.D. Marshall I.3.D. City of Waskont The following clients nre represented in Grayson Hallsvilie I.S.D. County: W'askom I.S.D. City of Whhe.sb,, Harlelon I.S.D. J City of v'- t .'.Istyne Elysian Fields LS.D. sl City of Collinsville ` Collinsville I.S.D. The following client is represented in t liaskcll count),: ! + 11e following clients are represented in Gregg Rochester LS.D, I COUnIy: City of Gladewatcr Ifendtrson County C'ily of Warten Henderson County Appraisal District Gladewatcr County Line I.S.U. City of Eustace Pint Tree I.S.U. City of Trinidad White Oak I S.D. City of Alhcos Longview E.S.U. City of Enchanted Oaks Citv of Chandler Athens hIWA Athens LS.D. Murchison LS.D. i 1 h I EMIIft1T 1s-cl City of utm Harrel C'ily of brmvnsboro Y.cnt County Appraisal District LaPoynorI.S.D. gentCounly Trinidad t.S.D. City of luylon Crossroads LS.D• Jnyton-Girard I S.D. lJill Ckiwit% TIC following client is represented in Kerr County: City of Hillsboro Kenviile I.S.D. j City of Feaeloire Celli ^j Fuiul [.S.D. j 'I chuacana Creek Water Shed I Jill County Appraisal District Kbriblo County Appraisal Dist. t City of lma crt Kimblc County City o1' C'oving:on City of Junclion City of Ablxm Kimtilc County Hospital District Ayuitla F.S.U. Junction I.S.D. fiillsburo 131). hasca LS D. The following client is represented in Kleberg Malonc J.S.D. County: II llohbard I S.D. Fivicra LS.D, Covington I.S.D, Abbott LS.D. Knox County Appini,sal District Knox County The following clients ate represented in City of Benjamin I Hocklcy County: Cily ofuotec City of Sundown City of Knox City Smyer I.S.D. City of Munday North Central Texas ,INf1VA The fuilowing client Is represented In Jackson Goree I.S.D. County: Knox Cily-O'Brien LSD, Jackson County WC1D 02 Munday LS,D. Benjamin LS.D, Jeff Davis County Knox County Drainage Diatrict Fort Davis I.S.D, Knox County Hospital District Valentine 1.S.D, Leon County The following client is represented in Jim Hogg City of Jewett Counly: Cenimilie I.S.D. All Hogg County WCID #2 Leon I.S.D. Oakwood LS.D. Tic folluwiug clicnis are represented ill Joncs City of Marqucr. Cou'ny: City of Stamford Tic following clients are represented in I,itnestone Stamford Hospital District County: Slnntford County Line J.S.D. Mexia I.S.D. h City of Thornton Kendall County City of Groesbeck Groesbeck I.S.D. I 1:AI[IflIT IS•c Lyln County Appraisal District Comon I.S.D. Lynn County Bmkholts [.S.D. City of Tahul..n 'Ihnnidide I.S.D. r'ahuka I.S.D. Milano I.S.U. Nca home I.S,U. Wilson I.S.D, The following clients are represented in Mitchell Cily of Wilson County: City of Colorado Cily 'Ihe follo- ingclient is represenled in Nfnrion Colorado I,S.D, Counly: C'i1c of Jefferson Motley Counly Molley Counly I.S.D. 1`1:11tin Cowry The following clients we represented in Navarro The following clients are rcpresenled in McLennan Courtly: C'ouufy Corsicana [,S.D. City of McGregor Frost LS'V. CITY of Waco Waco I.S.D. The following client Is represented In Panola City of Lacy Lakeview County: McGregor I.S.U. Gary LS,D. Lit VcFa ).S.D. Midway I.S.D. Pecos CoL,,ty Bosyueville 1,S,D. City of Fort Stockton City of Loreha Fort Stockton I.S.D. Irawk Sheffield I.S.D, Afenald Counly Appraisal District Meoard County Pre.ddio County City of Mcnard Presidlo LS.D. Mcnard LS.D. City of Piesidio Marfa I,S.D. Midland Central Appraisal Dislrlct City of Marfa Midland I.S.D. City of Midland The following client is represented in Real County: Midland C'ourHy Hosl-;lal Dislri:t Lcakey I.S.D. Midland County Jr. College The following client is represented In Red River Milan Counly County: City of Bulkhoh Clarksville Donahoc Witcrshcd Elm Creek Watershed The following clients are represented in Reeves Gause I.S.D. CururtY City of norndaie City of Ba roc•_,ea City of Comicrotn Balmorhea LS.D. I EXHIBIT t5-f I , The following client is represented in ftcin90 Ceniml Appraisal Uistrict of 'Tn 1or CountN Crnmri„ Taylor Coonly Rcfugio County N%'C'ID #l Cily of Merkel City of Trent KunuclS C'oauty City of Abilene City of 1Vintcrs City of Buffalo Gap city (if Lawn City of falilcs y 1Vin1cr9 I.S.D. City of Tuscola flnllingcr LS.U. City of Impact 11'esl Ccunad Texas TINVI) Miles I.S.D. ` I Abilene LS, D. Mcrkel I.S.U. Scldclrher Crnimy &IIIclcher County Appraisal Ui LIM Ti-Nit 15. U. Cite of Eldorado Jim Ned LS.D. 5cidcichcr County I.S.D. Wylir I.S.D. Eula I.S.U. Shackelford County Appraisal Dislrlct Valley C'reck W,C.D. Shackelford Cuunly Taylor C.E.D. City of Albany Tusculu Taylvt County Fresl+ W.D. C'ily of Moran West Central Texas M`i'D Terrell County Albany I.S.D. Terrell I.S.D. Moron I.S.D. Shackelford County Ilospilat Disuicl Terry County Appraisal District Terry County Stephens County City of Meadow City of Breckenridge City of Brownfield West Ccnu al Texas h1WD Terry Memorial Hospital Breckenridge I.$.D. BrnwnficId Consolidated I.S.D. Meadow L&D. SlcrNng Comity Union I.S.D. Slcrling City 1S.D. Wellman L5.U. Sterling Co. UWU CUy of Slcrling ON Co fuliu"9ug clier' is n prescnleJ in Titus County: Sulton County Appraisal District City (if Mount Pleasant Suuun County City of Sonora nrl 2andf County Appraisal Disu icl Son +ra I.S.D. City of Canlnn City of grand Saline the folk," ing client is repre6cnl,d in'I'atraut Canton I S.D. Counly, Grand Saline 1.S-D, Fella I.S.D. EXHIBIT 15-g Martins Mill LS.D. Van I.S,D, Wills Point I.S.D. I ylcr Junior C'ollcge City of Wills Point Victoria County Victoria County WCID #1 City of Victoria Vklori:l I.S.D. Dluotningtun I.S.D. The following client is represented In Waller County: City of Prairie View 7 he following client is represented in Webb County: Mirando City I.S.D The following clients are represented In Wilbarger County: City of Vernon Vernon LS.D. Northside I.S.D. The following clients are represented in Williamson County: City of Taylor City of Georgetown City of Leander Oeorgetowu LS.D. Leander I.S.D. ('it), of Cedar Park The following client is represented in Wool County: City of Mineola I I I I ESHIBIT 16-a QQVI JI 'J' Felt 111E (UL4E.CTI_u:._(1" C!ELINQUE)T PP.OPEF,1-Y _TA};ES 1'11r. S'rATE OF TEXAS 4 f''+Er111'1' OF lu;n,N rr IIIIS CC?NTRACt is made end entered into by and bettiuen the CITY OF PENTON ('Ill- Cdtv), ecting herein by sail through its governing body, and McCreary, Ve,neil'.n, Prr^g end Allen. P.C. and Ifayes. Coffey. and Bern, P.C. (for the p!+rposp of this ecntrecl only IleteinnfLet j,intJy referred to es The Firm), + '1 Poltones Drive, P.O. Pvx 26990. Auntin. Texas. 78755. I. Hom t'lty agrees to employ and does hereby employ The Fitm to enforce by snit nr otherwise the collection of all delinquent taxes, penalty and interest r.wlny, to 1'l:e City. rlurrent veer taxes which become delinquent within the periud of this MILrnet shall become subject to the terms of the contract upon the,, fnllvwiug Conditions: A. Taxes that become delinquent during the term of this contract, that arp not delinquent fcr env prior years, heccme subject to the terms of this !"untrect ou July 1st of the year in which they become delinquent. B. Taxes that become delinquent during the term of this contract, on property that Ili delinquent. for prior years and is the subject of a suit to collect the prior years delinquent taxes, shall become subject to its terms on the first dey of delinquency as defined by the Texas Property Tax Code. C. 1'le Firm rhall begin collecting current year personal property taxes oil March 1st of the year in which they become delinquent. Notwithstanding the pruvislons of paregrsph VI of this canttacl, The City shall not owe The Firm a fee on the current year delinquent pc-soual property taxes collected between March 1st and June 300 unless attorney's fees are collected pursuant to Section 33.43 of the Texas Property Tax Code. II. 1'he City agrees to furnish all necessary delinquent tax information to The ritm on all property within the boundaries of the City. The City hereby nuthotlres the Firm to determine the nerno. identity and location of necessary patties and to procure necessary legal descriptions of property and hereby nsslgns to the Firm the right to tecover the costs of obtaining such Infotme tIon . Itl. fhe Firm is to edvise The City of errors, double assessments or other discrepancies coming under observation during the progress of the work. IV. The rirm is to intervene on behalf of The City in all stilts for ad valorem taxes hereafter flied by any other taxing unit on property located within its brnurd~ries. I i E :HIE; I'I 16-b V. 'lce firm agrees to make delinquent tax collection progress reports to The City monthly and quarterly. V1. The City agrees to pay The firm. for services rendered. Fifteen Per Cent (IST.) oc ell d<linquent taxes, penalty and interest collected by The City for yrnrs covered by this contract. The penalty imposed pursuant to Section 33.07 ur the property ',rex COtie is not subject to this contractual fee. All fees provided for in this contract shall become the property of The Firm at the time payment of taxes, penalty and interest is made to The City. The City r shall pny fees due me Firm monthly t+y check. Vll. 'This contract shell commence on the day of a1993, nd shall continue in full force and effect from ' year to year the party rleIivers written notice to the r unless either otlrer party of its intent to terminate this contract et least thirty (30) days prior to the anniversary date cf this cunttoct. The Firm shall have an additional six months to reduce to judgment and sale all tax collection lawsuits filed and collect all banicruptcy claims filed prior to the termination date and shall have she exclusive right to compensation of fees earned due to these suits during this six month period. In consideration of the terms and compensation herein stated. The Firm hereby accepts said employment and undertakes the performance of this contract as above written. VIII. { phis contract is executed on behalf of The City by the presiding officer of Its governi.ug body who is authorized to execute this instrument by order heretofore passed and duly recorded in its minutes. WITNESS the signatures of all parties hereto in duplicate originals this the clay of A.D. 1993, Dentm County, Texas. i THE CITY OF DEMON l1AYES, COFFEY & BERRY, F.C. M-CREARY, VESELF,A. BRAGG AND ALLEN, P.C. Attorneys of Lau Attorneys at Law 101 South Locust. Suite 601 iientun. 'Texas 76201 Cate Way Center .'~'d19 Dsicones Drive F.(1. L•ox 26990 B1' A+,alin. '.texas 76755 Richatd D. Hayes, President BY _ 6'ilbert T. Bragg Mansging Fartner, Denton Branch Office A Proposal to Collect Delinquent Ad Valorem Taxes for (he CITY OF DENTON i E I I Submitted by Heard, Goggan, Blair & Williams Attorneys at Law 326-G Fast A1c'.inney 2323 Bryan Street, Suite 1720 Denton, Texas 76201 Dallas, Texas 75201 (817) 383-4460 (214) 880-0089 and (800) 441-0960 Curtis M. Loveless Mice Gregory Attorney at Law Attorney at Law 218 North Elm 303 N. Carroll Blvd, Ste. 200 Denton, Texas 76201 Denton, Texas 76201 (817) 383.1618 (817) 387.1600 May, 1993 i HEARt7. GOGGANr BLAIR & WILLIAMS ATTORNEYS AT LAW Cl4Eq S ^EAPC SP ALLIAN2 FINANCIAL CENTRE CCw[T415 [ SAMOS^N i, D.e..Dnl SUITE 1720 'Aq a 6[NKYT CLTTCNP DCVGLA55 2323 BRYAN ST. C-RISTCCwER L ewr,L.e~E Ctro[R S w[ARO ,IR OALLA$rTC%A$ 75201.2891 RE 6[CC.A R a'.STAM T..CMASS GOGG.N RI 1254, Mao-00" M'C.AEL6 C[LOS STCPpEN S 6V R RIC.Aq: A SYR E6[R JIM aI.& R FAX 12140 754.7167 ..AR, c w..S L[SVEw A'LL'AMS.R ELAiNEF PRAPPAS aE%NCTT J P'ZBEPTS LA May 10, 1993 LYNN M. MESSER NA-CL00 P,TMAN q LW5 900ENTO vEPA Lq 1 LUPE 2AMAq RiP• V Aa'N[ L ...NA CLA11cNt MA.n[LO STE-wEN t -1[.S OA cc,-fit, CL;.[-0 t CAN4_15 wow ARC A CRSI NGER 5~D%A w GCPGON GCC RGC J PgAPPAS / I Mr, Tom Shaw Purchasing Agent City of Denton 901-B Texas Street Denton, Texas 76201 I Dear Mr. Shaw: We are pleased to submit our proposal to continue delinquent tax collection services for the City of Denton. Our current representation of the City of Denton and the Denton Independent School District, together with our continued representation of numerous other taring units in the North Texas area, enables us to continue to maximize delinquent tax collections for the City of Denton. Once again, our proposal is jointly submitted by the law firms of Heard, Goggan, Blair & Williams (HGB&W) and the Denton law offices of Curtis Loveless and Mike Gregory, HGB&W and its affiliated Denton law firms have had a strong presence in Denton since we were hired by the City in 1986 to collect delinquent property taxes. HGB&W has maintained an office in Denton, hired Denton residents and utilized Denton vendors and suppliers for the past six and a half years, We feel our proposal offers the City of Denton the expertise of HGB&W, the most successful delinquent tax collection firm in Texas, and two local firms that serve as liaisons to the Denton community and bring a unique local perspective to our collection ' efforts by assisting HGB&W in customizing our program to local interests. Although we believe our toll xtion performance has been outstanding for the past six and a half years, your request for proposal (RFP) provides us the opportunity to provide you with detailed information which might otherwise go unnoticed. We believe a review of our collection j performance and approach along with our strong local ties and involvement in the Denton community will provide strong justification to continue our representation. Furthermore, we are pleased that the Denton Independent School District retained our firm sixteen months ago to collect their delinquent taxes and they, too, have benefitted from increased collections. Our recent achievements for the School offer some Tneaningful perspective for the City of Denton. SAN ANTOW MONSTON AUSTIN PORT 1VOg7N ORDANSVILIC to AP LIVE 41ILDIw0 3557 TIMMONS A'S 617? t/rELD OLD Oh S OAS OLD.. SUITE 444 350S 10CA C-C TENTH tLOOR SuITr 400 Au STIN TEAAS 16101 Jot* . It. ST sunt Ieo SAN ANTONIO TEXAS)6lOS MOVS10% t[RAS 77C11 WEI ATR4NT PORT ACRTM. ?[[AS 7610E 800*%SVILI[ 201 22 5 416] P0I 6:4,300 FAR IS l1 nO67C 15-V V? .$a* 2101 SA. tee VAt 1 01 895 440 PA, HJI e244343 'AP O•')51t0O0' M%(2.0~54431D 1 Many of the delinquent accounts that we collected for the School during the past year had been collected by our firm for the City years ago. j Collection Performance Heard, Goggan, Blair & Williams (HGB&W) has collected $4,665,109 in delinquent taxes, penalties and interest for the City of Denton for the period July, 1986, through March, 1993. Our performance for the City is tested, proven and predictable, We believe this is an excellent record of performance, particularly in light of the economic downturn which hit North Texas in the late 1980's. The amount of delinquent taxes that has been collected has remained consistently high in proportion to the amount of delinquent taxes that have been turned over to our firm for collection. The "turnover" of delinquent taxes to HGB&W has declined for the past four years, from $755,923 turned over on July, 1988 (1987 tax year i delinquency) to only $433,010 that was turned over on July, 1992 (1991 tax year delinquency). This represents a 43% decline in delinquent taxes turned over to our firm for collections. Collection activities that have been performed by HGB&W on behalf of the City of Denton are described in detail throughout the Proposal and are highlighted below; • Demand Letters Mailing Activity 18,000 letters • Lawsuit Activity- Filings 1027 Cases Delinquent Tax Amount $1,845,494 Cases Resolved 775 Cases/75% • Bankruptcy Activity- Pending Cases 182 Cases Amount in Bankruptcy $395,163 Collection Approach and Enhancements Our firm's experience and expertise in collecting delinquent taxes and the collection results which we have achieved for Denton, Denton Independent School District and other North Texas clients is described in Section 1. The project team that supports the City of Denton, our local office in Denton apd the role of our affiliated attorneys, Curtis Loveless and Mike Gregory, is described in Section It. Section III of the proposal describes our unique blend of diverse disciplines, i.e,, computer science, personal contact, deed and business research, skip tracing, traditional trial advocacy, bankruptcy and federal agency collection efforts. Also described are the ancillary legal services and other collection activities that we provide the City. Our data processing i i i capabilities are described in section V and are believed to be unparalleled in the field of delinquent property tax collection. Since we began our representation of the City in 1936, our firm has made several 1 enhancements designed to further improve the quality of representation to our clients. These improvements include an aggressive collection approach and the establishment of a bankruptcy and federal receivership unit in each of our major offices. The amount of delinquent taxes owed to the City in bankruptcy cases has grown in the past several years to approximately $395,000. We have perfected the collection of taxes through the U.S. Bankruptcy Courts by contesting reorganization plans, protesting delays of plans, lifting the stays on single asset bankruptcies, etc. In addition, during this period there has been a proliferation of property being transferred to the FDIC or the Resolution Trust Corporation (RTC) as a result of the collapse of the banking and savings and loan industries. Our firm has led the way in both areas of the law on behalf of taxing units. Over the past several years, we have developed additional capabilities regarding federal receiverships thereby maximizing collections. Our abilities in this area are recognized as "leading edge" and have resulted in our conducting a series of seminars for property tax professionals, including the Annual Property Tax Institute Conference held in Austin and the Texas Association of Assessing Officers Annual Conference, Ms. Sydna Gordon, our attorney who represents the City of Denton, won a major victory in September, 1992 against the FDIC in Irving ISD v. Packard Propgriies. et at the Fifth Circuit Court of Appeals. Imnnct on the Denton Community In addition to the substantial increase in tax revenue that the City has recognized, the presence of HGB&W in Denton has had a very positive impact in the community during the past six and a half years. Our employees are Denton residents and we have participated in the Texas Women's University Cooperative Education program for the past two yeas. Our firm has been a memher of the Denton Chamber of Commerce since 1987 and supports local charities including the United Fund, Denton Jaycees, Denton Special Olympics and the D.A.R.E. program. We participate in the Denton Adopt•A•School Program and have contributed to the Denton Independent School District Scholarship Program, Teacher of the Year Award and the Teacher Mini-Grant Program. HGB&W has maintained an office in Denton since 1986 that supports local businesses by utilizing Denton vendors and suppliers. It is estimated that over $400,000 has been spent In the Denton community by our Finn in support of this contract over this period. This includes payments for such things as salaries, rent, office supplies and services, research books and subscriptions, equipment purchases, leasing and maintenance contracts, telephones, utilities and contributions to charitable organizations. HGB&W has joined with two local firms to provide the best possible collection services ' to the City of Denton. Curtis Loveless and Mike Gregory have practiced law in Denton since 1969 and 1974, respectively, and both maintain their own law office in Denton. They assist HGB&W in the monitoring and implementation of this program by serving as liaison with the local bar, press, judicial and other courthouse officials, Both are active members of the community, participating in such organizations as state and local bar associations, Denton I Chamber of Commerce, Big Brothers/Big Sisters of Denton County, YMCA, Boy Scouts of America and local churches. Concluslo Our collective efforts and our local presence have had a very positive impact on the City's financial position. We are proud of our collection performance and our partnership with the City of Denton. We stand ready to compete for the City's collection business based on our record. We very much appreciate the opportunity to submit this proposal and hope that we have the opportunity to continue to represent the City of Denon in delinquent tax collection matters in the future. We look forward to discussing this proposal with you and addressing any questions you may have. In accordance with the instructions you provided, our proposal references by number the City of Denton Criteria for Selecting Firm. Kindest regards, STEPHEN S. BLAIR I TABLE OF CONTENTS Page Highlights of the Proposal i 1. Experience of the Firm (RFP: Selection Criteria 1, 2, 2) I Introduction of the Firms • I 1 Proven Performance . HGB&W Delinquent Collections for Denton ISD 4 Delinquent Tax Roll Analysis 5 Client References 7 11. Project Team and Offices (RFP: Selection Criteria 3, 4) 8 Biographical Information 8 Denton Office 13 Denton Community Involvement 14 North Texas Regional Office • • 14 Pictures of the Denton Collection Team 15 111, Scope of Work (RFP: Selection Criteria 3) 16 Written Notification 18 Taxpayer Assistance 19 OwnershiplLienholderlAddress Research 19 Te'.ephone Contact and Collections 20 Litigation Strategies and Tax Warrants 21 1 Bankruptcy 25 , Federal Agency Collections 27 Ancillary Legal Services 28 Paving Assessments, Substandard Housing Demolition Liens and Weed Liens 29 Martag:ment Information and Reporting 29 i 31 1V. Denton's Customized Tax Collection Program . V. Data Processing (RFP: Selection Criteria 3) 36 VI. Equal Employment Opportunity and Affirmative Action 40 VII. Suggested Performance Criteria, Financial Stability and 42 Performance Commitment (RFP: Selection Criteria S) j VIII. Division of Responsibilities 45 1X. Summary of Attorneys' Fees and Proposed Contract (RFP: Selection Criteria 6) 48 X. Appendices 49 Appendix A: List of Clients (RFP: Selection Criteria 2) Appendix B: Sample Mailing Information Appendix C: Media Coverage Appendix D: Statistical Reports Appendix E: Proposed Contract J HIGHLIGHTS OF THE PROPOSAL • Heard, Goggan, Blair & Williams (HGB&W) is a statewide law firm that since 1980 has practiced principally in the field of delinquent property tax collection. We have collected delinquent taxes successfully for the City of Denton since July, 1986. We also have been retained by the Denton Independent School District for delinquent tax collections I since January, 1992. • HGB&W is the most successful tax collection firm in Texas. We annually collect $155,000,000 in delinquent taxes on a statewide basis. Each year we mail approximately 1,500,009 demand letters and file and aggressively prosecute more than 35,000 lawsuits, • HGB&W has collected $4,665,709 for the City of Denton, We believe that the City of Denton has enjoyed excellent delinquent tax collection representation sabsegvent to engaging HGB& W in 1986. • HGB&W is currently comprised of over two hundred fifty (250) persons, including atto:neys, system designers, analysts, computer programmers, managers, finance specialists, public relations specialists, paralegals, collectors, researchers, clerk; and secretaries. • H0l&W offices are strategically located in fifteen (15) cities throughout Texas, including our North Texas Regional Office located in Dallas and our Denton office at 326-0 East McKinney Street. I • HGB&W represents more than two hundred twenty (220) taxing units all across Texas, including both Dallas and Tarrant Counties as well as many other taxing units in North Texas incbjding the Cities of Dallas, Fort Worth, Carrollton, Arlington, Grand Prairie and Sherman. Because of out size, we have the depth of staff and computer resources t to tailor our collection program spe^ifically to meet the needs of the City of Denton. • The two Denton law firms of Curtis M. Loveless and Mike Gregory assist in the monitoring and implementation of this program. These firms serve as a liaison with local officials, and act as consultants r,dyisiilg our firm of local concerns and assisting in litigation matters, • HGB&W's collection program as detailed in Section III comprises an innovative mix of diverse disciplines including computer science, telephone collections, property ownership and location research, traditional trial advocacy, post-judgment enforcement, bankruptcy representation, federal agency collection efforts and seizure activity. • HGB&W's data processing capabilities are described in Section V and are believed to be "second to none" in the field of delinquent property tax collection. Our management reporting, case tracking and document production and bankruptcy tracking systems all demonstrate the sophistication of our computer applications in the field of delinquent tax collections. • We believe that to represent a community effectively, we must be involved in the community. In Der.jn, HGB&W supports the Chamber of Commerce, United Fund, Denton Jaycees, Denton Special Olympics, D.A.R.E. Program and the Denton ISD Adopt•A-School Program. We have participated in the Texas Women's University Cooperative Education Program for the past two years. • An Austin office is maintained by HGB&W to keep abreast of the latest legislative matters, Attorney General opinions, and interpretations of the State Property Tar Board and the decisions of the Supreme Co,jrt of Texas. I ii 1 I, EXPERIENCE OF THE FIRM (kFP: Selection Criteria 1, 2, 3) INTRODUCTION OF THE FINIS Ileard, Goggan, Blair & Williarns Heard, Goggan, Blair & Williams has been engaged principally in the collection of delinquent ad valorem taxes sine Jam~ary, 1980, and is the most successful tax collection firm in Texas. We have more attorneys, a larger professional staff, and have collected more delinquent taxes, by far, than any other firm in the state. The firm is currently comprised of over 250 persons, including attorneys, system designers, analysts, computer programmers, managers, finance specialists, paralegals, collectors, clerks and secretaries. Our office locations include: • Angleton • Dallas • Laredo • Austin • Denton • Richmond • Beaumont • Fort Worth + San Antonio • Brownsville • Greenville • Sherman 0 Conroe • Houston • The Woodlands We collect $155,000,000 in delinquent taxes on an annual statewide basis. Every year we mail approximately 1,500,000 demand letters and file and aggressively prosecute more than 35,000 lawsuits. HGB&W represents over 220 taking units throughout Texas. We represent most of the largest taxing units in the State that utilize private attorneys for delinquent collections. Some of the cities we represent in North Texas include Dallas, Fort Worth, Carrditon, Arlington, Grand Prairie and Sherman. A list of clients is included in Appendix A. Curtis M. Loveless and Alike Gregory Our associated attorneys will continue to be Curtis M. Loveless and Mike Gregory. They will continue to monitor the project and act as a liaison with local officials. Both attorneys will continue to be in a position to advise HGB&W regarding local concerns. As local attorneys with established practices in Denton, both lawyers have effective working relations with judges, clerks, deputy sheriffs and constables in Denton County, who are necessarily involved in the collection process. These attorneys bring an increased level of local legal experience which aids HGB&W in enhancing its delinquent tax collection program for the City. They also assist in litigation matters. In addition, Messrs. Loveless and Gregory act as ombudsmen for taxpayers, when necessary. PROVEN COLLFCTIO'V PERFORMANCE HGB&W has achieved unparalleled success in the field of delinquent tax collections throughout Texas. Delinquent property tax revenues consistently increase after HGB&W has been engaged. Since July, 1986, HGB&W has collected $4,665,709 in 0.6inquent taxes, penalty l i i and interest for the City of Denton. During the past delinquent tax collection year of July, 1991 through June, 1992, $640,939 was collected. In each of the past six years, HGB&W has surpassed the 1985.86 total collections amount of $292,788 achieved by the previous law firm. Our delinquent tax collection performance for the City during the past six years is recapped below. FIRM DATE COLLECTIONS INCREASE OVER 1935 Terry Lewis 7/85 - 6186 $292,788 1 HGB&W 7/86.6/87 650,339 HGB&W 7/87 • 6/88 1 747 5% HGB&W 7/88 • 6/89 860,095 194% HGB&W 7/89 - 6150 825,745 182% HGB&W 7/90.6/9! ,370 182% HGB&W 573,624 9640 7/1ol • 6192 640,939 119% It is important to note and understand the relationship among: (1) the City's overall current year tax collection percentage, (2) the delinquent taxes fumed over to HGB&W on July 1 of each year for collections, and (3) the total delinquent dollars that are collected. This relationship can be summarized as follows: • CURRENT YEAR TAX COLLECTION PERCENTAGES The current year tax collection percentage for the City of Denton Is extremely high, with the percent of the 1991 levy collected as of September, 1992, being 97.78%. This is the highest overall percentage that the City ;,as achieved since we were retained in 1986. We are hopefu; that our efforts In the July through September period have contributed to this overall collection rate, AccorJing to City reports, the current year collection percentages for the past seven years have been as follows: 1985 levy as of 9/86 96.62% 1986 levy as of 9/87 96.97% 1987 levy as of 9/88 96.30% 1988 levy as of 9/89 97,11% 19891evy as of 9/90 96.60% 1990 levy as of 9/91 97.07% 1991 levy as of 9/92 97,78% 2 • DELINQUENT TURN01/Ek TO fICB&1V The amount of delinquent taxes turned over to HGR&W for collections on July I of each year has dramatically declined over the past four years, The July, 1992, turnover of $433,010 is 43,% less than the July, 1988 turnover of $755,923. The turnover represents the most highly collectible dollars and is the best predictor of the delinquent collections for the next twelve months. The turnover of delinquent taxes has been as follows; TURNOVER TAX TURNOVER CHANCE IN DATE AMOUNT TURNOVER July, 1986 1985 $533,428 July, 1987 1986 649,054 21.86% July, 1988 1987 755,923 16.47% July, 1989 1988 747,340 <1.14%> July, 1990 1989 597,310 <20.08%> c July, 1991 1990 552,676 <7.47%>> <4310> July, 1992 1991 433,010 <21.65%> 1 • DELINQUENT COLLECTIONS ' Even though the amount of delinquent lazes turned over to the firm has dropped, our collections have continued to stay consistently above the turnover. This is a { particularly impressive record, in light of the economic condition of North Texas during the past several years. The chart on the following page compares and overlays the turnover amount and the collections achieved on the same graph. We feel this chart illustrates a very favorable relationship between the two factors. I' { ~I 1J I 3 v CITY OF DENTON Turnover/ Collections Comparison Thousands r~~y 1000-- 800 600 400 - i 200- -L__-_-~_-- 0 7/86 7/87 7/88 7/89 7/90 7/91 7/92 I Turnover Collections I 1 J IIGB&W DELINQUENT COLLECTIONS FOR DENTON iSD Denton Independent School District retained HGB&W to collect delinquent taxes in January, 1992, after having used McCreary, Veselka, Bragg and Allen for a number of years. During our first year, HGB&W collected $1,468,290 in delinquent taxes, or 18% more than the $1,246,131 collected by McCreary during the previous year. This increase resulted in an additional $222,159 in revenue for the District. The chart on the following page graphically illustrates the increase recognized by the District. We feel our performance for the Denton Independent School District lends an important perspective to the City of Denton when reviewing the quality of its own collection program. Because we have collected delinquent tares for the City for six years now, we have worked through many of the delinquent accounts at an earlier time, We found many of the delinquent accounts which we collected during the past year for the Denton Independent School District had already been collected by our firm for the City. 4 DEN'TON ISD Delinquent Ta>; Collection Results Twelve Month Comparison Thousands 1800 - - - - $2,468,290 1400 $1,246,131 (100%) 1200 \\~r~\\\\\\~\\~ 000 800 600 - 400 200 1/91-12/91 1/92-12/92 McCreary HGB&W Increase recognized by Denton ISD • $222,159 I I DELINQUENT TAX ROLL, ANALYSIS Collection performance is greatly determined by both the economy and the make-up (age, property type and size) of the delinquent tax roll to be collected. HGB&W analyzes the City of Denton's delinquent tax roll on a monthly basis in order to better customize our collection program to maximize collections on your behalf. To better understand the status of the City's delinquent tax roll, we have included this analysis section, three attached graphs, and Appendix D which includes a full set of statistical reports. As of April, 1993, the City's delinquent tar roll totalled $1,789,171 for tax years 1991 and prior. The first pie chart graphically depicts the delinquent tax roll according to property types. Real property is inherently more collectible than personal property or mobile homes. While an aggressive collection and litigation program exists, the amounts and relative percentages for personal property and mobile homes have accumulated as follows: Real Property $587,142 33% Personal Property $937,123 52% Mobile Homes $264,906 15% The second graph also depicts the delinquent tax roll by property type, but in addition it 1 idicates the age of the accounts, which is another determining factor of collectability. For each property type, the most recent year of delinquent taxes (1991) is shaded in the dark black column, with the prior year delinquency (or less collectible in terms of personal property and mobile homes) depicted in the grey column. W'e have also indicated that $492,571 in personal property and $209,213 in mobile home taxes are beyond the Statute of Limitations. A total of $701,784 or 39% of the total delinquency is beyond the Statute of Limitations. While these and other accounts that are deemed uncoliectible cannot be legally canceled according to law, they can be identified and placed in an 'inactive or dead roll'. We would be f happy to work with the City to establish the criteria and program for dealing with these accounts. Restating the delinquent rece;vables into an active and inactive tax roll has several benefits. Information such as this can be extremely useful when making financial projections, preparing financial reports for audits and bond sales, etc. Finally, we have also illustrated the delinquent tax roll by the status of the delinquent accounts. The final pie chart groups the accounts as follows: Bankruptcy $395,163 22% Peterbilt $361,924 20% Uncollectible $299,650 17% Pending Lawsuits $233,325 13% Judgments $165,167 9% Exempt Property $ 86,786 5% Other $247,126 14% 5 I This pie chart demonstrates the level of activity that we have taken on behalf of the City. Throughout our proposal we have described our work efforts and our collection program approach. In addition, the following should be noted; • Peterbilt represents a disproportionally large percentage of the delinquent tax roll (20%). This account has been tied up in a value dispute with the Denton County Appraisal District for tax years 1988-91 and therefore, according to the 1 law, has not been turned over to HGB&W for collections. When the dispute is resolved, Peterbilt will have 21 days to pay the base tax as established by the Court without penalties and interest. • Bankruptcy Proof-of-claims have been tiled and as allowed by Court will be pursued. Many are paying under confirmed plans; others for personal property j may eventually be determined to be uncollectible. • Uncollectible accounts primarily include accounts beyond the Statute of Limitations and those associated with dk,'unct businesses. • The Other Category includes both accounts eligible for collections and litigation and those business personal property and mobile home accounts that are within the Statute of Limitations but are no longer on the current year tax roll. 4 I CITY OF DENTON _ Delinquent Tax Roll f By Property Type I Total Due As or April, 1993 $1,789,171 Rea; Property 33% $587,142 bite Mobile Personal \ V \ \ \ ~v oar"~~b\v.....X wV rPe8s \ \ 15% Hor P1.01)"tY 52% \\vA~\ $937,123 4F CITY OF DENTON Delinquent Tax Roll By Property Type M 1991 1991 & Prior I Thousands 1000 - $937,123 800 800 $587,142 5492,571 9 yond Stal to 400 0 11mitaticni $26-1,906 200 $19 ,748 $209,213 Beyond Statute $87 575 o IlmItatl u o - $17 - Real Personal Mobile Property Property Homes Toted Due AS of April, 1993 ~ 197 8 9,171 I i CITY OF DENTON Delinquent Tax Roli Base Tax + Penalty & Interest Total Due As Of April, 1993 X1,739,171 $233,325 13% fending Lawsuits \0\~\\~\\\ ~4~\~,~~~`~\~~ 22% Bankruptcy, ,~w Uncollectible\,\\,$$395,163 V $299,680 17% Exempt C Property $86,786 14% Offier $247,126 (Includes OPP and Mobile Home Judgments 9% to nts of limitation that are itElut the $ 165,167 no longer on the current tar roll) 20% Peterbilt $361,924 • Delingaeal tat toll includes 1701,711 Dail the slalule of limllalloni. Thll amount It included in the Pending lowsulll, l0al1aplc7, Uneolleelible. Etempl and Jadgmeni accounts. CLIENT REFERENCES HGB&W collects delinquent taxes for over 220 taxing jurisdictions throughout the State. We have collected hundreds of millions of dollars, and we handle in excess of 1,000,000 delinquent tax accounts. Our mix of clients goes from the very large to the very small. The amount of delinquent collections has been consistently increased for all clients, regard ess of size. We are pleased to submit to the City of Denton the names, addresses and phone numbers of our clients. This list of KUW clients can be found in Appendix A. 7 i i i 11, PROJECT TEAM AND OFFICES (RFP: Selection Criteria 3, 4) As the state's most successful law firm collecting delinquent taxes, we employ a statewide staff of over two hundred-fifty (250) people of varying backgrounds who are drawn upon to serve the City of Denton. The partners of the law firm are responsible for overall supervision and maintenance of professional standards and high quality work. They are assisted by a large staff of attorneys who perform much of the litigation and legal counsel that are required both by the City of Denton and the other taxing jurisdictions which we serve. We have a statewide management team and data processing staff that includes over twenty programmers and technicians who, similarly, have responsibilities for coordinating operations statewide, including those tasks involving the City of Denton. Brief biographies of the partners, attorneys, management, paralegal and data processing individuals who serve the City of Denton are found below. Information concerning our affiliated attorneys, Curtis Loveless and Mike Gregory, is included along with descriptions of the HGB&W's Denton and North Texas Regional Offices. Also included at the end of this Section is a set of pictures of attomeys and managers, along with the three Denton offices, that are involved in collecting taxes for the City of Denton. BIOGRAPHICAL INFORMATION Affiliated Attorneys Curtis Loveless and Mike Gregory have affiliated with HGB&W since 1986 and provide contract oversight, monitoring and liaison services. They bring unique local knowledge to our program and serve in an ombudsmen capacity. Curtis Iii, Loveless is a life-long resident of Denton and graduated from Denton High School in 1962, Mr. Loveless was admitted to the Bar in 1969 after receiving his B.B.A. from University of North Texas and his J.D. from the University of Texas at Austin. He is also admitted to practice before the U.S. District Court, Eastern District of Texas and Is Board Certified in Family Law by the Texas Board of Legal Specialization. He is a member of the Denton County Bar Association, the North Texas Bar Association and the American Bar Association. He is also a member of the Family Law Council of the State Bar of Texas, the President-Elect of the Texas Chapter of the American Academy of Matrimonial Lawyers, and was on the Board of Directors of the Texas Academy of Family Law Specialists for seven years. Mr, Loveless has served on the past three Texas Supreme Court Committees on Child Support Guidelines, the Manual Revision Committee of the Texas Family Law Practice Manual, and the Planning Committee for the Marriage Dissolution Seminar. A speaker at the State Bar of Texas Continuing Legal Education Seminars, Mr. Loveless is also author of numerous articles and was recognized In recent editions of "Bzst Lawyers in Texas." Alike Gregory Is also a native Dentonite. He graduated from Denton High School in 1963 and was admitted to the Bar in 1970 after receiving his B.B.A. and J.D. from the University of Texas at Austin, After seeing as a lawyer and militaryjudge in the U.S. Marine Corps, Mr. Gregory commenced his law practice in Denton in 1974. He is admitted to practice 8 I before the U.S. Supreme Court, the U.S. District Court, Northern District of 'Texas, the U.S. Court of Military Appeals and is Board Certified in Family Law by the Texas Board of Legal Specialization. He is a member of the American Bar Association and a member and Past- President of the Denton County Bar Association. Mr. Gregory is also a member of the American Academy of Matrimonial Lawyers and the State Bar of Texas, Past-Director of the 1 North Texas Family Law Specialists Association and is Past-President of the Texas Academy of Family Law Specialists. He is a past member of the Denton ISD Board of Trustees, the 1 Board of Directors of Big Brothers/Big Sisters of Denton County and the Board of Directors of SPAN. He has been involved in fundraising for the YMCA and the Boy Scouts of America and is Past-Chair of the Board of Trustees of First United Methodist Church. A speaker and Continuing Legal Education instructor, Mr. Gregory is author of numerous articles and has received the Amercan Jurisprudence Award. Mr. Gregory is a member of the Denton Chamber of Commerce. Heard, Goggan, Blair & Williams Partners: Oliver S. Ileard, Jr., %%as admitted to the Bar in 1967 after receiving his B.A, and J.D. from the University of Texas at Austin. He is Chairman of the Texas Board of Legal Specialization, Past Chairman of the Board of Trustees of the Texas Bar Foundation, Past Chairman of the Board of Directors of the State Bar of Texas, a member and former National Secretary of the American Board of Trial Advocates, and a Fellow of the American Bar Foundation. Mr. Heard is Board Certified in Family Law and Criminal Law by the Texas Board of Legal Specialization. Mr. Heard is an author and lecturer for the State Bar of Texas Professional Development Programs, and has presented several papers o i ad valorem taxation for State Bar sponsored Law Courses. Also, he is a co-author of a Makchew•Bender textbook on ad valorem taxation. Thomas S. Goggan, III, was admitted to the Bar in 1967 a,l :r receiving his B.A. and J.D. from the University of 'Texas at Austin. He is Board Certified ' i Civil Trial Law by the T^.xas Board of Legal Specialization, and has litigated complex ti! cases, both jury and r on-jury, in the district courts, the Court of Appeals, the Supreme c ourt of Texas, and the Supreme Court of the United States. Mr, Goggan is an author aad lest rer for the Sate Bar of Texas Professional Development Programs, and lectured on ad valoren: taxes for the State Bar Advanced Real Estate Law Course in the Fall of 1983. Mr. Goggan is also a co-author of the Matthew-Bender text on ad valorem taxation. Stephen S. Blair was admitted to the Bar in 1967 after receiving his B. A, and J. D. from the University of Texas at Austin. He served for years as a counsel to the 'Texas Education Foundation, Inc., where he gained substantial experience in administering multimillion dollar government contracts. Also, he was Affirmative Action Officer for the Foundation and serves in that capacity for our firm. Mr. Blair is a former assistant district attorney, a lecturer on ad valorem taxation for the State Bar and co-author of the Matthew-Bender text on ad valorem taxation. Jim Blair was admitted to the Bar in 1967 after receiving his B.A. from the University of Oklahoma and his J.D. from the University of Texas at Austin. He was the Assistant City Attorney for the City of Amarillo Tax Division for two years, Judge of the Municipal Court, City of Amarillo for two years, the Assistant District Attorney for Randall County, Texas, for 9 r i II two years and has been in private practice limited to ad valorem tax collections for nineteen years. He is a member of the Texas Association of Assessing officers, international Association of Assessing Officers, Texas Association of School Administrators, and the Texas Tax Assessor's Association. He has been a lecturer for the T.A.A.O. Continuing Education Programs, Texas Association of School Boards and Texas Association of School Administrators. Leslie II, Williarns, Jr., was admitted to the Bar in 1969 after receiving his B.B,A. from Texas Tech University and his J.D. from St. Mary's University. He was with the firm of Culton, Morgan, Britton & While of Amarillo, Texas, for four years. He was Vice-President, General Counsel, and Secretary of a Cargill subsidiary, Excel Corporation, in Wichita, Kansas, for eleven years where he was an officer and head of the legal department. Deltetris Aquilla Sampson, Dallas Office Partner, was admitted to the Bar in 1930 after receiving her B.B.A. and her J.D. from the University of Texas at Austin. She also received her L.L.M. (Taxation) from Southern Methodist University School of Law. Her experience includes serving as an Assistant City Attorney for the City of San Antonio, serving as Chief Counsel to the Texas House of Representatives Judicial Affairs Committee, serving as an Assistant District Attorney in Dallas County, and being engaged in the private practice of law. She is admitted to practice before all courts of the State of Texas, the U.S. District Court, Northern District, the U.S. Tax Court and the U.S. Fifth Circuit Court of Appeals. Her professional involvement includes and has included active participation in the Dallas Bar Association, Texas Bar Foundation Fellow, Inn of Court, and she is Past-President of the J. L. Turner Legal Association, Nis. Sampson's community involvement is extensive and includes serving on the East Texas State University Board of Regents, the Dallas Area Rapid Transit Board, the City of Dallas' Domestic Violence Task Force and at the SLLuke "Community" United Methodist Church. She has been named as a 1990 Outstanding Young Texas Ex of the University of Texas. North Texas Reglonal Office Attorneys and Management: Nancy Primeaux, Ncrh Texas Regional Manager, holds a B.A. in Plan II (a liberal arts honors program) and a M.S.S.W, in Planning and Policy Development from the University of Texas at Austin, She has experience in Public Administration, having served as the Tax Assessor-Collector for the City of Dallas and Dallas Independent School District, and the Director of the Municipal Court System for the City of Dallas and as the Grants and Contract Manager for Dallas County, She has been named to the Outstanding Women of Texas and is a member of the Texas Association of Assessing Officers, Texas Municipal League and Association of Women Executives. Nis. Primeaux serves as the Project Manager for the City of Denton and is responsible for workplan development, management reporting and the overall coordination of the City's collection program. She is responsible for communicating revenue projections to City Finance staff and preparing and presenting annual performance reports, She monitors collection performance against goals and projections. 10 j Sy'dna IL Gordon, Attorney, was admitted to the Texas Bar in 1977 after receiving her B.A. from East Texas State University and her J.D. from Southern Methodist University. She has been engaged in the private practice of law in Garland and has also served as Senior Attorney for the Federal Reserve Bank of Dallas. Nis. Gordon is currently serving a fourth term as a trustee for the Garland Independent School District, having served as President and Vice- President of the Board. She was elected in September, 1992, to a three-year term as a Trustee of the Texas Association of School Boards, Nis. Gordon is admitted to practice in the U.S. Fifth Circuit Court of Appeals, U.S. District Court, Northern District, and the U.S. District Court, Eastern District. Her community involvement includes fundraising for Garland YWCA, past President of the American Association of University Women (Garland branch), and former Director of the Garland Chamber of Commerce. Nis. Gordon is a member of the Texas Bar Association, Dallas Bar Association, Executive Women of Dallas, Texas Association of School Boards and the North Texas Area Association of School Boards. Nis. Gordon is the principal attorney responsible for legal matters involving the City of Denton. She coordinates activities with Debra Drayovitch, Denton's City Attorney and conducts federal agency collections. Michael 1V. Deeds, Attorney, was admitted to the Texas Bar in 1984, after receiving his B, A. from the University of Houston and J.D. from St. Mary's School of Law. From 1986 to 1989, Mr. Deeds was an associate with a law firm in San Antonio, Texas, concentrating his practice in bankruptcy, lender liability and collections. From 1984 to 1986 he was responsible for maintenance and acquisition of producing properties for Exxon Co., U.S.A. Mr. Deeds is licensed before all courts of the State of Texas and before the Southern, Northern and Western United States District Courts, including bankruptcy. Mr. Deeds is a member of the American Bar Association, State Bar of Texas, Texas Trial Lawyers Association and Texas Young Lawyers Association. Mr. Deeds is responsible for representing the City of Denton on all bankruptcy and seizure matters. He assists in federal agency collection matters. Barbara A. Barrett, Data Manager, Dallas Office, holds a B.S. degree from the University of Texas at San Antonio in math and computer science. In addition to eleven years experience with the firm, her work experience includes managing the programming efforts in the criminal Justice systems for Bexar County, Texas, and serving as the lead programmer and procedures analyst for the City Water Board of San Antonio. Ms. Barrett coordinates with the City of Denton Data Processing and is responsible for the transfer and conversion of all data. She is also responsible for coordinating demand mailings and assisting in management reports. Margaret Wilson, Collections-Research Manager, holds an Associate Degree from 1 Northlake Community College in business and real estate. Ms. Wilson Is a former real estate agent and has several years credit and collection experience. She is presently attending paralegal classes. Nis. Wilson has been with the firm for two years. II Nis. Wilson monitors the City of Denton delinquent tax roll and oversees telephone collection activity .ind research related functions in support of the Denton office. Denton Office Deborah Patton, Office Manager of the Denton Office, has more than seventeen years experience in office management and seven years of experience in the collection of ad valorem taxes. A resident of Denton for twelve years, she has worked in the areas of delinquent account collections, telephone collection, skip-tracing and litigation. Nis. Patton is the mother of two, a member of the PTA and the Business and Professional Women of Denton, Nis. Patton manages FIGS&1N's Denton office and day-to-day operations relating to the Denton contract. She also acts as the liaison between the City and the law firm and is responsible for providing collection performance and activity reports to City officials. Nis. Patton works directly with delinquent taxpayers to determine if there are any special circumstances or considerations of hardship, taxpayer e:igtbility for Over-65 deferrals or exemptions, assessment problems, etc. She may refer them to the Appraisal District or coordinate a payment arrangement with the City Tax Office. In addition, she coordinates all litigation activities and interfaces with the District Court. Nis Patton also works with the Denton County Appraisal District regarding owner information, values and f exemptions. Stephanie Fuller, Litigation Assistant, works under the direction of Nis. Patton. Her duties include assisting taxpayers as well as lawsui preparation, tiling documents with the Court and special projects. Nis. Fuller is a resident of Denton and is currently seeking a degree at TWU. She came to HGB&W through our participation in the Cooperative Education Program at T% VU. Data Processing and Research Executives, Our data processing staff of twenty-two (22) professionals is directed by two Data Processing and Research Executives: David J. Dartez, Operations Manager, served as Director of Information Services for Bexar County, Project Leader for Philco-Ford at NASA's Manned Spacecraft Center and was Senior Systems Analyst for the City of Houston. With eleven years of experience in delinquent tax collection, Mr. Dartez coordinates systems development and facilitates communication between clients and staff on general operational issues and contract negotiations and compliance. Further, he coordinates technology transfer among our regional offices. Richard I1. Pachecano, Data Processing Director, received a B,B,A. from the Uni-,~rsity of Texas at San Antonio in Accounting and Business Data Systems. He has served as Deputy Director of Information Systems for Bexar County and as Applications Manager responsible for the County's Financial, Tax Collections and Automobile Registration Systems. Mr. Pachecano serves as director of the firm's statewide data processing activities. He oversees a staff of 22 data processing professionals to insure the integrity and reliability of our clients' delinquent taxpayer information. He has nine years of experience in delinquent tax collection. 12 DENTON OFFICE Our firm has maintained a local office in Denton since July, 1986, that is currently located across from the Denton City Hall at 326-G East McKinney. In May, 1989, our previous office location was destroyed by fire. At that time, the firm took immediate steps to be operational within two days. It has always been our goal to be accessible and responsive to the City's taxpayers. We provide a 1.800 phone number and a Metro number to our Dallas office that is included in our correspondence to delinquent taxpayers. Our Denton office and collections program is managed by his. Deborah Patton. his. Patton oversees and conducts the day-to-day delinquent tax collection program, coordinates with City Officials, interfaces with the Court and Denton Central Appraisal District and deals directly with delinquent taxpayers, Ms. Patton is assisted in the office by his. Stephanie Fuller, Nis. Fuller provides collection, research and litigation assistance and assistance to taxpayers' inquiries. She came to us through the Texas Women's University Cooperative Education program, where she is a government major with a paralegal emphasis. The City of Denton benefits from the fact that our firm is a large, technologically sophisticated, statewide Iawfirm. The North Texas Regional Office in Dallas and the statewide staffs that are involved with data processing, finance and client and media relations all provide support to our Denton program. We feel HGB&W has had a positive financial impact on the Denton Community. Not only have our collection efforts created an increase in revenue for the City, but our presence has also supported many other local businesses, vendors and suppliers. As described in our cover letter, it is estimated that HGB&W has spent over $400,000 in Denton over the last six and a half years in support of our local office and staff, This includes payments for such items as salaries, rent, office supplies and services, research books and subscriptions, equipment purchases, leasing and maintenance contracts, telephones, utilities and contributions to charitable organizations, Denton Community Involvement Our firm values and encourages good "corporate citizenship" through community and professional service. HGB&W has supported, through its partners and staff, a variety of worthwhile civic, professional, business, charitable and cultural endeavors. Member of the Chamber of Commerce since 1987 Texas Special Olympics 1992 and 1993. Contributor and volunteers in the 1992 Texas Special Olympic Games. HGB&W employees spent over 40 hours of work in setting up the events and games, registration of athletes, and assisted in presentation of awards in competitive events. HGB&W has again volunteered as the City of Denton hosts the 25th anniversary of the Texas Special Olympics this month. 13 • Denton Chamber of Commerce - HGB&W worked in cooperation with the Chamber to obtain volunteers for the school "Speaker Bureau" • Contributor to University of Nt rnh Texas Scholarship Fund Drive 1991 • Participant in the Texas Women's University Cooperative Education Program (1992-93) • Contributor to the Annual TWU Special Olympics ' • Recipient of the Denton ISD Certificate of Appreciation for exemplary efforts in support of the Denton Public Schools - 1993 - Participant in the Denton Adopt-A-School program (received the Certificate of Merit for participation in the Ryan Renaissance Program and Adopt-A- School) Contributor to the Teacher Mini-Grant of Denton ISD Contributor to DISD Scholarship program Teacher of the Year Award 1992-93 • DARE Program (1989.1992) • United Way of Denton • Denton Jaycees - Annual Children's Christmas Festival • United Care of Denton - Provides Christmas party for Denton area abused children in shelters at Christmas time. • Denton Fire Deprstment - Fire safety and fire prevention program - National child safety council • Denton Holiday Festival Association (1991.1992) NORTH TEXAS REGIONAL OFFICE Our firm maintains a Regional Office in Dallas at 2323 Bryan Street in the Allianz Financial Centre. The staff of the Denton office is directly supported by the North Texas Regional Office that is staffed by more than thirty five tax professionals, Our North Texas Regional Office, established in 1983, has a fine reputation of maximizing delinquent tax collections for taxing units throughout North Texas. We feel it is staffed by some of the best attorneys, legal assistants, telephone collectors, research assistants, data managers and administrative. personnel in the field of delinquent tax collection. This staff extends the managerial, collection, research and litigation capabilities of the Denton Office, We maintain a toll-free telephone service to our Dallas (800-441.0960) and San Antonio (800-876-6144) offices as well as Metro lines. 14 E 1 DeMetris A. Sampson is in charge of partnership matters in the Dallas Region. In addition to the delinquent tax cases that she personally prosecutes, she is responsible for oversight of the firm's litigation program and serves as HGB&W's Affirmative Action Liaison Officer. Nancy R. Primeaux, former Tax Assessor-Collector for the City of Dallas and DISD, , is the firm's Regional Manager responsible for the management and coordination of the City of Denton's tax collection operations. She provides management reports and collection analyses regularly to the City staff. Sydna H. Gordon is the principal attorney responsible for legal matters involving the City - of Denton. Nis. Gordon keeps the City Attorney informed of legal issues involving ad valorem tax collection and they work together to identify and resolve special litigation situations within Denton. Nis. Gordon is also involved with federal agency collections and is constantly monitoring cases and rulings regarding taxes subject to FDIC and RTC rulings. Michael W. Deeds is our attorney responsible for bankruptcy, seizure and federal agency collections. PICTURES OF THE DENTON COLLECTION TEAM The following pages pictorially illustrate the team of attomeys and managers that collect taxes for the City of Denton. These key individuals are: Affiliated Attorneys: Curtis Loveless, Denton Office at 218 North Elm Mike Gregory, Denton Office at 303 North Carroll, Suite 200 IiGB&W Members: Deborah Patton, Denton Office Manager, Denton Office at 326-0 East McKinney DeMetris Sampson, Partner and Attorney Nancy R. Primeaux, Regional Manager Michael W. Deeds, Attorney at Law Sydna H. Gordon, Attorney at Law 15 i Affiliated Attorneys Curtis M. Loveless If Attorney at Law 218 North Elm Denton, Texas 76201 I Moth La V 1 '.y 1 Mike Gregory Attorney at Law 303 N. Carroll Blvd., Ste. 200 Denton, Texas 76201 E I LI yy, yY~ 4 i Heard, Goggan, Blair & Williams 1 I Deborah Patton k Denton Office Manager I 1 I 326-G East McKinney Denton, Texas 76201 1 1 4'k. 1 i i North Texas Regional Office DeMetris A. Sampson Dallas Partner and Attorney i j Nancy R. Primeaux Regional Manager Michael W. Deeds Attorney SYdna H. Gordon Attorney i I III. SCOPE OF WORK (RFP: Selection Criteria 3) HGB&W believes that a successful delinquent tax collection program must be multi- faceted, flexible and tailored to each client's specific needs. Most law firms in this field mail demand letters and file lawsuits. However, the standards which distinguish HGB&W from the remainder of the field are personal telephone contacts, ownership and location research, comprehensive bankruptcy, federal agency cotlection and seizure programs and, when necessary, the aggressive prosecution of lawsuits from filing to execution of judgments. Oftentimes, people fail to pay their taxes on time because they have failed to receive a notice of taxes due. Frequently, delinquent taxes result from a change in ownership or address 4 which was not picked up by the appraisal district. This is why HGB&W commits a great deal of time and resources to research efforts. Our in-house researcher is augmented by abstractors that we employ to determine the current owner of record, lienholders, and their locations; information necessary for successful litigation. Every effort is made to avoid collection contact with non-interested parties, i.e. non-owners who are often listed on the tax roll; and we attempt to work with homeowners in a cooperative non-combative manner, This section details the basic collection services that our firm provides. While taxpayer i notification, address research, and litigation represent the cornerstone in our delinquent collection program, our firm is committed to designing and implementing a workplan that goes even beyond these innovative efforts. The flowchart on the following page illustrates the Delinquent Tax Collection Process that is described In this section. The key elements of our collections workplan are as follows: ra Written Notification • Taxpayer Assistance • Ownership/Lienholder/Address Research • Telephone Contact and Collection I • Litigation Strategies and Tax Warrants i • Preparation of Lawsuits, Service and Prosecution of Lawsuits Collection of Judgments by Abstracting, Execution and Sale Personal Property Tax Seizure Warrants (Optional) I • Bankruptcy 0 Federal Agency Collections 11 Ancillary Legal Services 0 Paving Assessments, Substandard Housing Demolition Liens and Weed Liens f • Management Information and Reporting 16 J Heard, Goggan, Blair, & Williams Delinquent Tax Collection Process No Response Probtems Retum Mail ' I Research i i No Response Problems Retum Mail I 1 No lilupor►se Next cycle 1 lip- WRITTLN NOTIFICATION Upon receipt if the delinquent tax roll, we send a letter to every eligible account. A sophisticated computer program integrates tax information with the ttxt of the letter. This procedure is accomplished by using a Xerox 9700 laser printer, which generates a letter that would appear to have been produced at a legal secretary's typewriter instead of at the rate of 7,200 per hour. Simultaneously the Xerox 9700 prepares a remittance document which details the delinquency in the most convenient way to facilitate payment processing when it is returned in an enclosed window envelope, Most taxpayers will receive the first letter demanding payment on a date near a payday when funds might be available for prompt payment. A taxpayer information guide entitled + "[n'ormation About Your EWXy Taxes" is enclosed with this letter. Within 45 days of the first mailing, we absorb the impact of the response and organize a second mailing to unresponsiv: accounts. Business personal property accounts, mobile home and aircraft accounts are immediately targeted for lawsuit, and a significant number of such suits are filed simultaneously with the second mailing, to create credibility for the legal recourse identified in the letters demanding payment. Since July, 1986, HGB&W has conducted 15 separate mass mailings to delinquent taxpayers and sent over 18,000 demand letters. This does not include the hundreds of follow-up letters the firm generates in response to taxpayer communications or those mailed as a result of resolved research problems. We propose to continue this very successful mailing activity. This will include high volume mass mailings in July and September, plus the targeted special mailings which are developed as a result of analyzing the City's tax roll. A sample copy of a demand letter, remittance statement and taxpayer brochure is included as Appendix B. In addition to the regular mass mailings, our Denton office targets selected accounts for special mailings as follow-up to our collection enforcement activities. Examples of these mailings include; • Intent to Sue letters • Intent to Sue letter after abstract, with copy to lienholders and other owners with copies of lawsuit petition attached • Letter to payment arrangement violators • Letter to lawsuits set for trial notifying all defendants of hearing dates, including default cases where such notification is not legally required • Letter notification regarding judgment granted and "Abstract of Judgment" being entered j • Copy of notice of recommendation to City for order of sale Copy of notice of order of sale 18 I TAXPAYER ASSISTANCE Our collection efforts, and particularly large mailings, generate a huge number of telephone calls and letters. Each call or letter presents an opportunity to solve a problem or answer a question and thereby cause an account to be paid. We place great emphasis on the training and attitude of our front line staff which includes communication between our collection t and litigation staff. Our attorneys are available to answer taxpayer questions and handle special situations as they arise. All taxpayers are treated with politeness and professional courtesy. Although our collection strategy is based vpon the use of maximum automation and technology, the most advanced state-of-the-art technology cannot furnish discretion, judgment or compassion. Our approach to dealing with taxpayers' responses to a mailing reflects our keen awareness of their concerns. By notifying all taxpayers, regardless of amounts due, and providing a well-trained staff for personal interaction, we endeavor to treat all taxpayers equitably. Our Denton office staff coordinates payment arrangements with the City of Denton Tax Office. Payment arrangements are monitored until the balance is paid or defaulted. Defaulted payment arrangements are subsequently put into suit. We will also assist the elderly in filing papers with the appraisal district for those who qualify for Over-65 deferrals or exemptions. Some taxpayers are referred to social service, or legal aid agencies, etc. Oftentimes delinquent taxpayers we have contacted will respond by going directly to the City's Tax Office instead of contacting our firm. The City Tax Office and our Denton Office cooperate in handling these accounts. If the account is already involved in a lawsuit, the Tax Office refers these taxpayers to our Denton Office. If a taxpayer asks for a payment arrangement on an account that is not in suit, the Tax Office has the option of referring the taxpayer to our Denton Office or setting up a payment contract with the City Tax Office directly, Delinquent taxpayers seeking a payment arrangement who also have, for example, paving liens or mowing liens, are handled by the City Tax Office. This cooperation between i the Tax Office and our firm is beneficial to the City because it has resulted in the collection of many accounts, both tax and non-tax, which collectively represent substantial amounts of money. J ~ Old\ERSIIIPILIENIIOLDER/ADDRESS RESEARCII Our firm recognizes that a successful tax collection campaign requires an intensive and sophisticated research effort. Letters cannot be delivered and citations may not be served without proper addresses for the delinquent taxpayers. Our staff is trained to effectively and 1 efficiently identify and resolve problems that impede "the correct" property owner from receiving our legal notices. Correct property owner identification is critical to the following: • Delivery of demand letters; 6 Ability of telephone collectors to contact the person liable for the tax; • Determination of current registered agents, presidents, and owners of companies and corporations in order to properly file business personal property lawsuits or request tax warrants; • Determination of lienholders; and • Proper service of citations. 19 Our staff and the abstractors we employ are responsible for expediting the verification of owner and lienholders as well as correct names and addresses of the properly owners. Both collection and litigation efforts are dependent upon correct name, address, and telephone research. There are many occasions when an account will be handled numerous times by our staff or abstractors before final disposition, i The greatest problem that complicates any collection effort is the uncertainty of "the correct" property owner and his or her location. For example, in many jurisdictions which we represent, either the ownership records and/or the address information on delinquent accounts are incorrect. HGB&W has developed the capacity to correct these problems through deed and address research. Reference sources can include: 1. Telephone book 2. Polk Directory 3. Cole's Directory 4. Newest Roll Created by the Appraisal District 5. Delinquent Tax Roll 6. Tax Files of other Jurisdictions 7. Assumed Name Files 8. County Deed Records 9. Information from Taxpayer Contact to. Secretary of State and State Comptroller Files It. Utility Department Files 12. Molor Vehicle Registration Files 13. Voter Registration Files Our in-house staff performs research at various stages in the collection process including correcting addresses from return mail; providing location and ph)ne numbers to our telephone collection staff; Identifying registered agents, corporate officers, partnerships or assumed name , holders, or providing better address for service of citation. Confirmed new owner and address information is provided to the City of Denton Tax Office. HGB&W also contracts with abstractors and title companies to perform deed research at various levels. For various reasons, such as letters disclaiming ownership and telephone collectors cunning Into dead ends, etc., HGB&%Y will request that the abstractor under contract provide current owner and lienholder information as part of HGB&%Y's initial collection effort. 1 This information often identifies a person with tax liability whose name is not on the tax roll. Moreover, prior to filing suit on any real property account, a complete title report is prepared by the abstractor Identifying all owners and lienholders. If an owner or an address is different 1 from the tax roll, HGB&W first mails a notice of delinquency and intention to file suit and/or J attempts to make telephone contact. The costs of these activities are borne by the delinquent 1 taxpayer in accordance with Section 33.48 of the State Property Tax Code, and no costs are absorbed by the City of Denton. TELEPHONE CONTACT AND COLLECTIONS HGB&W has found that often a personal contact by the law firm secures payment of the tax, without the necessity of costly litigation, This contact may be with a homeowner who has 20 an escrow problem or with the lienholder on a commercial tract or home, the owner of acreage, or rental property, etc. There are generally two methods of contacting the taxpayer; either by phone or by letter. The initial contact of the taxpayer is to ensure that the taxpayer is aware of the delinquent taxes and the possibility of legal action. General information is obtained from the taxpayer in this initial contact, such as possible financial hardship, any problems with the account, if they are in bankruptcy, or no longer own the property, etc. Homeowners are approached differently than commercial, industrial or undeveloped property owners. Most often a delinquent tax on a home is a result of an escrow problem or recently retired loan, where our collector politely notifies the property owner of the delinquency and assists them in working with the mortgage company and/or the tax office, With other types of property the liability situation can become more complex, with lienholders and attorneys more actively involved. Most property owners are contacted four to five times by phone and letter prior to the initiation of legal action. Assessment problems, posting errors, and other problems identified by the collector are resolved before further action can be taken. This process is sometimes long because of the necessary interaction between the taxing jurisdiction, the appraisal district, the taxpayer, and the firm. LITIGATION STRATEGIES AND TAX WARRANTS HGB&W has the capacity to generate, file and effectively process as many lawsuits as the City of Denton desires. HGB&W has filed 1,027 lawsuits on behalf of the City of Denton for $1,845,494 since 1986. Currently, 775, or 7545, of these cases have been resolved and 252 are still pending. A successful collection effort must have an effective prosecutorial component. While every reasonable effort is made to collect a delinquent account without resorting to legal action, it often becomes evident that legal action is the only viable avenue to collect taxes. Our philosophy is that an aggressive, visible legal campaign lends vital credibility to the collection J process and therefore renders the demand letter and telephone contacts more effective, Our task is to educate non-taxpayers to believe that disregarding their tax obligations will inevitably result in seizure and sale of their property and imposition of heavy penalties, interest, court costs, and attorneys' fees. An effective delinquent tax program makes good taxpayers out of bad taxpayers. However, the mere filing of lawsuits is not sufficient. Process must be served, and cases must be set and tried to judgment. Judgments must be collected by execution and sale if necessary or applicable. It is very important that delinquent property owners not discern a pattern for the filing of litigation or use of tax warrants. Therefore, cases must be selected across the economic and geographic spectrum. However, to optimize the use of our resources as well as the resources of the Court and accelerate revenue to our clients, greater weight is given to higher dollar accounts as well as accounts with multiple years of delinquency initially and business personal property accounts. 21 I Preparatj4.iLQf Lam As part of our workplan, we propose to continue to submit a list of tax accounts that are candidates for lawsuits to the Finance Department, the City Attorney and the Tax Technician. This enables an accurate assessment of payment arrangements, over 65 exemptions or any other special concerns that need to be addressed by both parties. Unless the City requests that we withhold action on an account, we proceed to process these accounts as described below and provide the City with a list reflecting the new suits which have been filed. We print the petitions, citations and prepare the information for service by certified mail in accordance with the prerequisites of the Property Tax Code. A complete title report will be prepared prior to filing of the lawsuit. The purpose of the title report is to obtain the name of all parties with an interest in the property as well as the best address for service. Service and Prosec ~~ton of awsuits We work with the sheriff's or constable's office to obtain service on defendants as quickly as possible. The cost of service is recovered from the delinquent taxpayer as prescribed by Sections 33.48 and 33.49 of the Texas Property Tax Code and is not absorbed by the City of Denton. It has been our experience that a significant percentage of the accounts are paid when the defendants are served; therefore, we place great emphasis on quick, effective service. As previously mentioned, our staff continuously works a list of cases with Incomplete service on defendants by providing better addresses to deputies. Once service is obtained, the defendant must answer or a default judgment may be taken. Default cases and cases in which the defendant answers are immediately set for trial. Summary judgments are obtained when appropriate. The judgment is abstracted and may then be executed and levied upon the property of the defendant. The defendant maybe compelled to appear for a deposition in aid ofjudgmenl or answer written interrogatories concerning the nature and location of non-exempt property available for seizure to satisfy the judgment. In addition to filing lawsuits on behalf of the City of Denton, we have and will continue to rile interventions if and when another jurisdiction tiles suit on an account for which the City of Denton has delinquent taxes owing, A detailed Flowchart of the Litigation Process follows this section. It visually illustrates the complexity of the process. 22 N Heard, Ooggan, Blair and Williams Litigation Process Swh rAed Service Phone Calle Good issued ado by nG9M' ServKe Caeeclore pod OlenJwod Daemleoed ' G,vyte Woneuil Judgment r (POid) 115onkruptcy) P,oofe of to RereereA oerwood Clokn rood k Pew Pew DefauM of Dedere "rupicy to roinp Agreed Summary CoMclod Section Roeearch 0004 Addrm Con+clian CINM1I'e loonthly [ehausted round and Activity Conl' Rogwct rhru Debi Poymenb Paid Off Service « Mleeued Allorney/Tre Coaecled Citation by Report CAD Reeoorch Publicolion GMrolod Aeeoeement O.nerohip SWIl'o ror Clent Ufa Sole Account Pad Judpmenl yr,a,y Rot" it Pow Prw Oerendenl Neceeepy to S1mifPe Sorwd ~ ml. Calleetw fy Sheriff ! roroorded to Nonwd tae OffKe awKOle saw Suit tfcEND: slfuck Off SMriffV Deee r•► SlonCord rime Report to ta.inp foroofMd to Gnuoled Juriodlcton bty Droperty -0 Alanole Protedurq for Chenl lAOnepemenl i I Collection of Judgments by Abstracting, Execution and Sale At times it becomes necessary to take a judgment for real estate to We. HGB&W makes recommendations to the City of properties to be sold at a Sheriff's sale. Upon approval by the City, HGB&W prepares the Order of Sale and works with the Sheriff's office through the completion of the sale process. In the case of personal property, if the taxpayer is still available and has property that can be levied upon for payment of his taxes, a writ of execution may be sought for such property to be taken and later sold, similar to the tax warrant process described below. Often, obtaining the writ of execution and appearance of law enforcement officers at the taxpayer's place of business will result in payment. Personal Property Tax Seizure Warrants (Optional) Due to the perishable nature of personal property taxes, we recommend that our clients consider the use of property tax warrants as a means of increasing collections. Over the past several years, IIGB&W has successfully employed tax warrants on a regular basis, uften with complimentary media coverage. Newspaper and radio coverage of these seizures has resulted in warning letters being taken seriously by the taxpayers receiving them. The process used by HGB&W involves the screening of personal property accounts by telephone collectors to determine that property subject to seizure does exist. Ownership records are then checked to ensure the accuracy of tax roll information. Warning letters are mailed which are in addition to the regular delinquency letters mailed by the firm. In most cases, an additional warning of the tax seizure is made by the attorney. Finally, carefully coordinated operations with tax office and law enforcement personnel are executed. HGB&W finds that most companies still in business pay delinquent taxes when faced with a warning or a visit by a deputy sheriff or constable. Very few operations result in the actual seizure of property. The following list cites specific examples and highlights our efforts Involving ten (10) different seizures, executed by HGB&W's attorneys in Dallas County. Seizure Site Property Results Amount Owed Regency Lincoln- New luxury Twenty (20) cars $125,000 Mercury automobiles prepared for towing. Owner immediately paid. Koslman Corporation High-priced Seized $250,000 $30,000 precious jewels, in diamonds, pearls and gold. Owner paid in full next day. L. A. Parks Used Cars Cars Towed $30,000 Owner paid in full within two (2) hours. 24 I Parks Machinery Heavy Tooling Equipment seized. $25,000 Equipment Owner paid in full before sale, Texas Cash Register Electronic Cash Immediately Paid $25,000 Registers in Full. The Melody Shop Musical equip. Equipment and instru- $20,000 & instruments ments prepared for seizure. Owner arrived with full payment. Premier MasterCraft High-priced Immediately paid $20,000 pleasure craft in full. E Stewart Automotive Auto Parts Immediately Paid $18,000 in Full. American Ball Mfg. Corp. Golf ball Paid in full. $10,000 manufacturer Notre Domain d/b/a North Dallas Seized all cash on 551000 BirraPorettis Restaurant, Bar site. Owner paid and Club balance next business day. We feel uniquely qualified to advise taxing entities regarding the appropriateness of seizure. HGB&W has twice successfully litigated the constitutionality of this remedy before the Supreme Court of Texas. See Shaw vs. Phillips Crane & Rigging, et al., 636 S.W.2d 186 (Tex. 1982) and Querner Truck Lines, Inc. vs. Stare, et al., 652 S.W. 2d 367 (Tex. 1983). BANKRUPTCY The area of bankruptcy law exploded in Texas in the mid 1980's due to the downturn in the energy and real estate sectors of the state's economy as well as the recodification of the U.S. Bankruptcy Code by Congress. As a result, a relatively large portion of the delinquent tax roll for many jurisdictions has been placed under the jurisdiction of the Federal Bankruptcy Courts. Our law firm is Involved in bankruptcy cases stretching from New York to Hawaii. The City of Denton has had a substantial increase since 1986 in the demand for legal representation relating to the collection of delinquent taxes from property owners who have riled for protection of the U.S. Bankruptcy Courts. Currently, 182 bankruptcy cases involving approximately $395,163 in delinquency have been identified and are being worked by our bankruptcy unit. This represents a dramatic increase in bankruptcy filings since 1986. 25 ti f The majority of bankruptcies involving taxes owed to the City of Denton are Chapter 7 (Liquidation) and Chapter 13 (Wage Earner Reorganization) proceedings. Following the immediate filing of the City's Proof of Claim, Chapter 7 proceedings are monitored for passage of the assets from the estate to a solvent third party. Chapter 13 proceedings are monitored to insure that the Chapter 13 Plan (1) properly classifies the City's claim; (2) provides for the payment of interest on the claim amount; and (3) does not affect the enforceability of the City's tax lien(s). Chapter I I (Reorganizations) are closely monitored to insure that any proposed Plan of Reorganization ("Plan") does not hinder and/or compromise the City's rights/remedies and I provides for the highest recovery possible under the Bankruptcy Code. For example, the L&B Publishers, Inc.'s Plan was not confirmed, until the Debtor modified the Plan to meet the City's I objections. Many of the City's bankruptcies are tiled in the Eastern District of Texas, Sherman t ' Division. Because HGB&14' has an office in Sherman, HGB&W's ability to respond to and protect the City's interests is greatly enhanced. I HGB&W endeavors to collect the City's taxes involved in bankruptcies utilizing a variety of judicial and non-judicial methods. For example, approximately $15,000, representing real property taxes, for 1985.90, involved in a bankruptcy case was collected from the lienholder by HGB&1N, following extensive litigation and lengthy negotiations with the bank's attorney. In April, 1991, HGB&W recovered approximately $29,000 owed to the City concerning one of the Ridgeway Drive paving assessments. Again, HGB&W made demand against, and with the assistance of the City Attorney and approval of the City Council recovered payment from, the lienholder rather than the debtor in bankruptcy. HGB&W, unlike other firms, adopts, when necessary, a proactive, rather than defensive, posture concerning the City's bankruptcies. The vast majority of the bankruptcy cases filed in Texas are filed in the Federal Bankruptcy Courts in Dallas, Fort Worth, Houston and San Antonio. Our firm is in a position to respond promptly to any developments within these Courts since we are fully staffed with attorneys in these four major cities. Motions for cases in these Courts can be filed within hours through the use of our internal electronic communications capability. Our attorneys throughout the state can be placed on stand-by whenever the need arises for an emergency creditors meeting i or a trial. All bankruptcy cases are handled by our law firm's staff at no additional expense to our clients. In order to protect the rights of our clients as creditors, we assign an attorney and support staff to be responsible for the filing of proofs of claim, monitoring t!,c progress of the cases, communicating with debtor's attorneys, submitting ballots, filing timely motions, attending I creditors' meetings; and arguing cases before the bankruptcy judges. ` In all bankruptcy cases, the creditor must initially file a claim (referred to as a proof of claim) to ensure the creditor's rights under the Bankruptcy Code. HGB&W identifies bankrupt accounts through: • Phone contacts by our staff; 26 I • Newspaper articles; • Pending lawsuits in the State courts; • Subscriptions to bankruptcy services; • Responses from our mass mailings; 0 Referrals from our clients; and • Information available through the legal community. HGB&W's representation of Dallas, Fort Worth, Houston and San Antonio area taxing units has resulted in the development of very skilled attorneys and support staff in this field. We have been successful in securing dismissals due to excessive delays in reorganization planning, lifting the bankruptcy si,l}'s on single asset cases, etc. This experience has been disseminated throughout the firm, through manuals, workshops and seminars, and is brought to ` bear for all our clients. FEDERAL AGENCY COLLECTIONS The n&ionwide collapse of both the banking and savings and loan industries has fostered new obstacles to the collection of delinquent tax accounts. The FDIC and RTC contend they are responsible for the payment of base tax only. Therefore, our clients are faced with the j possible loss of hundreds of thousands of dollars in penalties and interest. Our firm has develope,' "o;nprehensive collection strategies, partly due to our bankruptcy experience, whereby v c: have been able to recover all taxes, including penalty and interest. It is believed this area of collections will continue to be one of the greatest challenges facing our clients as the FDIC and RTC's policies are implemented. IIr 'ATr?n the federal agency takes Nssession of business personal property, all taxes, penalty and interest are lost. To protect the interests of our clients, our firm has successfully orchestrated the seizure of taxable business personal property before it becomes subject to FDIC or RTC's ownership. Once the property is seized, the property may be sold to the highest bidder for cash to recover all tax, penalty and interest due our client. Like bankruptcy, a proof of claim must be timely filed to collect taxes from the FDIC and RTC. We file and monitor the progress of proofs of claim for the City of Denton. HGB&W works with the federal agencies to remind them of the tax liens and that disposition of the property will be difficult without clear title, i.e. all taxes, penalties and interest being paid. FDIC and RTC have initiated federal court litigation which has the potential of crippling the collection of ad valorem taxes on real property, On behalf of several clients, HGB&W is battling FDIC's attempts to secure federal court decisions detrimental to local taxing jurisdictions. Our firm won a major victory in September, 1992, against FDIC for the taxing authorities. In Irving ISD. v. Packard pro rties. et al, decided September 1, 1992, by the U.S. Fifth Circuit Court of Appeals, the Court held that for tax years prior to 1990, the taxing jurisdictions' liens for taxes mg penalties and interest remain against the property for years when FDIC was not record vwner. For years prior to 1990 when FDIC was the record owner on h January 1, the taxing jurisdictions have liens for base tax only, FDIC had claimed that once it takes title, all penalties and interest are extinguished for all prior years' delinquencies. FDIC 27 had also claimed that all liens for taxes, penalties and interest are extinguished once FDIC takes title. Although federal law prohibits a tax sale of FDIC-owned property, the Packard decision ensures that if FDIC sells the property, either the taxes will be paid or action can he taken to foreclose the tax liens. Besides claiming that FDIC and RTC do not have to pay penalties and interest on delinquent taxes regardless of who owned the property when the taxes became delinquent, FDIC is now claiming that where FDIC or RTC is only a lienholder, the taxing jurisdictions cannot foreclose their tax liens against the property. Because of the large number of bank and savings and loan failures, FDIC and RTC hold liens on vast numbers of property. If the FDIC can stop collection procedures where they are only lienholders, the local taxing jurisdictions' delinquent n`n¢ current collections would be drastically affected. This issue is currently being litigated in both state and federal court. HGB&W has been recognized as a leader in the field of federal agency collections. HGB&W's attorneys regularly sponsor or speak at tax seminars regarding collection strategies and techniques. Because of our expertise in this specialized area of collections, and the substantial contacts we have established within the framework of federal agencies, HGBMY's clients benefit by a greater and earlier recovery of revenues. One example of how aggressive collection activities and lawsuits can lead to payment in FDIC-related situations was the Vintage Retirement Village case. When Red Ritter S&L of Oklahoma foreclosed on the property, it claimed that because the acquisition was FDIC-related, Red River would not pay taxes for years prior to the acquisition. When, after two months of correspondence and telephone conversations, Red River had still not paid, our firm filed suit against Red River. Red River paid the full amount, over 5100,000 in City taxes alone, shortly after being served. We believe that pursuing FDIC-related accounts aggressively spurs payment on these accounts. We will continue to advise the City Council, the City Attorney and the City staff of developments in this area of the law. ANCILLARY LEGAL SERVICES We represent our clients in all types of lawsuits arising from collection activities, such as counterclaims, injunction suits, eminent domain proceedings, declaratory judgment actions, and all types of unusual and complex litigation in this area. We represent taxing entities in all levels, trial and appellate, of our state and federal courts. We are particularly qualified to assist the local governments in this area, as several attorneys of the firm are certified as civil trial law specialists by the Texas Board of Legal Specialization. The firm is rated "aV", the highest rating conferred by the Martindale-Hubbeli national legal directory, We maintain an Austin office which facilitates our continually advising our clients as to changes in property tax law and practice emanating from acts of the Legislature, opinions of the courts, opinions of the Attorney General, and interpretations of the State Property Tax Board, 28 I i PAVING ASSESS.NIENTS, SUBSTANDARD HOUSING DE:1fOLITION LIENS AND WEED LIENS We remain available to undertake the collection of de.inquent accounts for paving assessment liens, substandard housing demolition liens and weed liens, tf requested by the City of Denton. We have and will continue to integrate these accounts into our tax suits in those + cases in which these delinquencies also occur. Judgments are taken for these additional delinquencies and attorney's fees where appropriate. In these collection matters, we will utilize essentially the same techniques which we presently employ in the process of delinquent tax collection. These processes include rnaiiing i of demand fetters, selective mailings in appropriate circumstances, litigation, and to;. Phone contact. Where these non-tax delinquencies occur independently, we will file suits and prosecute them to judgment on a selective basis if requested, founded upon such criteria as dollar amounts and multiple delinquencies. I We propose to continue to undertake the collection of these accounts on the basis of attorney's fees assessed to and collected from the debtors. In the event that said fees are recovered from the debtor, we suggest that such fees be paid to the firm as compensation for these endeavors. At any event, our proposal contemplates that the collective amount of assessment, penalty, and interest will not be diminished by the payment of any collection fee to the firm. We work with Barbara Ross, Community Development Manager on Substandard Housing 1 Demolitions by providing requested information on ownership. HGB&W also notifies the City when Rehabilitation loan debtors are in violation of their loan agreements by not paying taxes to other entities. In addition, we will continue to provide legal opinions to the City, if requested, concerning possibilities for pursuing code enforcement programs through tax delinquencies. I NIANAGENIENT INFORMATION AND REPORTING Management reporting is critical to effective client relations. We provide our clients with I reports concerning collection results, workload and status of accounts, Our staff of attorneys, management and technical personnel are available to meet regularav •.vith your staff and City Council, if desired, to report our results and discuss the status of ? our collection program. Management of our multifaceted services requires reliable control of information and accurate reporting. Because of our computer capability, we can provide information that serves as a valuable tool in revenue forecasting. Detailed reports are generated monthly and can be utilized for the following purppses: • To provide a profile of the delinquent tax roll (b y property type, dollar range, ye I ars of delinquency and frequency of delinquency); 0 To track collection progress; • To track lawsuits and the litigation process; I • To track bankruptcy; and 1 29 i I • To highlight problem areas requiring special work programs (e.g. bad address, appraisal problems). A sample of the statistical reports which we produce for the City of Denton is included as Appendix D. These reports includ, the following information: • Delinquent Tar Summary - High level profile detailing number of accounts and delinquent dollars by property type; • Size of Accounts - Profiles delinquent roll by property type in ranges of large, medium and small dollar amounts; • Degree of Delinquency - Indicates the pattern of delinquency by first time, repeat, chronic and other; • Age of Accounts - Provides detailed information regarding the pattern of delinque j ncy in various combinations according to years for which taxes are owed; and • Detailed Distribution of Delinquency - Details delinquent accounts into different j dollar ranges for all years, the most recent tax year, and first time delinquency, We will continue to provide the City of Denton with monthly reports outlining collections, lawsuit activity and any other significant activities occurring during the reporting period. In addition, a monthly report detailing the status of all pending litigation and a full register of the delinquent tax file containing lawsuit, bankruptcy and problem account information will be provided to the City. 30 IV. DENTON'S CUSTOMIZED TAX COLLECTION PROGRAM The services and operations described in this proposal will continue to be highly effective because of the close coordination our firm maiadains with the City of Denton Finance Department, Tax Office and City Attorney's Office. This coordination involves our Denton office manager, Deborah Patton and staff attorneys assigned to represent the City of Denton, Sydna Gordon, Michael Deeds, DeNletris Sampson and our North Texas Regional Manager. Nancy Primeaux and the paralegal and collection staff. Our affiliated attorneys, Curtis Loveless and Mike Gregory, also assist in coordinating and munitoring our efforts. An efficient tax collection program for any entity requires customization of collection efforts to meet the needs of the individual taxing entity. In Denton, HGB&W has developed a program that is unique to the needs of the City of Denton. This section is included in our proposal to highlight examples of the customized tax collection program activities that HGB&W performs for the City of Denton. These efforts have made our Denton collection program a success. 1. Knowledge about the City's delinquent tax roll HGB&W's computer records include not only information from the City's delinquent tax roll but also additional, valuable information about each account. The City provides HGB&W with its delinquent tax roll information monthly by computer tape. Our data processing department merges additional information into HGB&W's computer files which we use to produce a delinquent tax register (DTR). For example, HGB&W's DTR :effects whether accounts are already in suit or in bankruptcy, have an assessment problem, are under a payment arrangement, have a bad address on the roll, or has had a change of address. Nis. Patton uses this information to target accounts for demand letters, immediate suit, for research, or for placing a hold on further action until a problem is worked out. Ms. Patton then gives the City Tax Office a copy of the HGB&W DTR on a monthly basis. HGB&W also produces for its collection activities in Denton an account list by dollar amount (our "high dollar" list), a list of "clean" accounts with no hold codes, and a profile of the tax roll by property type. HGB&W uses these reports not only for collection/litigation activities but also to predict trends in Denton which may indicate a need for specialized collection activities. 2. Coordination with City staff in code enforcement and Conununily Development The City staff requested our assistance in a project to test whether tax foreclosures on abandoned properties is a viable alternative to condemnation foreclosure proceedings. 1fGB&W staff and attorneys met with City staff to formulate a plan of action. HGB&W recommended that one test case be moved through the legal system in order to determine the costs to the City, the time frame, and the feasibility of the plan as an alternative to condemnation proceedings. A list of accounts were provided to us. HGB&W filed suit on each account with delinquent taxes due, putting the City in a position to proceed with the cases should the City decide to take that route. Judgments have already been taken in some of the cases, but because of 31 the cost to the City, HGB&W will only foreclose on the properties the City requesrs we proceed. when HGB&W recently foreclosed enforcement list on one of the abandoned properties on the code . This property was sold at the sheriff's We on ,lay 4, 1993, A potential buyer had contacted the City about this property and through the coordinated efforts of HGB&W, Harlan Jefferson, City Treasurer and Vic Schneider, City of Denton Tax Technician, this property was sold on May 4, 1993. This type of effort is good for both the' city and the taxpayers. An abandoned piece of property, with multiple years' back taxes, which the City had been mowing, is now in the hands of a responsible taxpayer, who will keep the taxes paid and the property mowed. We assist Barbara Ross, Manager of Community Development, in obtaining letters of permission from Denton ISD , so that the City may demolish structures that ar code enforcement violations and/ e or , . demolish property belonging i qualify for City assistance, such as the elderly. assist nc to citizens who demolition of propelies which are not only code enforcement violations, but deye e helps sores and in some cases heolth hazards. j 3. Coordination with Citv staff to collect niossing and paving liens Not all unpaid mowing lien accounts are on abandoned properties. There are so me cases where the owners just refuse to pay mowing liens. ,Is. Patton routinely informs the Tax Office which tax accounts have been targeted for suit, and when the Tax Office informs her that there are mowing or paving liens, HGB&W includes a claim for these in the delinquent tax suits. HGB&W has recovered thousands of dollars in mowing and paving liens through tax suits, Additionally, HGB&W has recovered paving liens pursuant to bankruptcy actions. In April, 1991, we recovered approximately $29,000 owed to the City in paving liens. By aggressively pursuing payment throughout the bankruptcy proceedings, Michael Deeds was successful in collecting the paving lien from the lienholder, since it could not be collected from the bankrupt debtor. This coordination of collection efforts between HGB&W's staff and the City's staff maximizes both tax and mowing/paving collections. HGB&W also coordinates collections of mowing and paving liens through payment arrangements, described in paragraph 4. 4. Payment Arrangements • Coordination with City staff on payment arrangements Deborah Patton, our Denton Office ,tanager, works closely with City staff to ensure that all payment arrangements are structured to draw in both tax ad non. tax delinquencies, either through a payment contract directly between the Cnity and the taxpayer or through litigation. If the individual seeking a payment arrangement with the City has delinquent taxes, the City staff will refer the person to HGB&W. In appropriate cases, 32 HGB&W will allow the taxpayer time to pay the accounts, including mowing and paving liens. Nis. Patton contacts taxpayers who default on their payment arrangements and if t payments are not brought up to date, HGB&W files suit to collect the taxes. • Taxpayer Assistance Program for Homeowners t HGB&W instituted a taxpayer assistance program for homeowners with medical or financial hardships. We have worked with these taxpayers to set up payment plans to help them pay their taxes. • Collection of Business Personal Property Accounts HGB&W instituted a taxpayer assistance program for individuals who are no longer in business but who owe business personal property taxes for prior years. For those who had a medical or financial hardship, HGB&W set up 90 day payment arrangements and monitored the payments. HGB&W monitors all payment arrangements out of its Denton office. 5. Networking wilh courts and sheriff's department Nis. Patton has established a finely tuned network with the District Clerk's office, the Sheriffs Department and the District Courts for the efficient handling of tax suits. Good working relationships with these governmental offices are essential to 1 a successful tax collection program. Our firm's success in building these good working relationships in Denton has played a major role in our excellent ' performance record in Denton for both the City of Denton and Denton Independent School District. With the cooperation of the sheriff's department, we have rMently collected taxes on accounts by issuing two (2) orders of sale and three (3) writs of execution. Ms. Gordon was instrumental in setting up a tax docket system with the District Judges. This system reduces the workload on the District Clerk's office and expedites the resolution of tax cases, thus reducing the Judges' pending caseloads. Because of the large number of tax suits filed, our comprehensive set of services to the District Clerk's office helps move the City's tax suits as quickly as possible through the court system. Another important entity in the tax collection program is the Appraisal District. Our Derton office personnel work closely with the Appraisal District, exchanging information and working with taxpayers as the need arises. 6. FDIC collections HGB&W has been on the front lines of the legal battles between FDIC and taxing entities. Our auorneys continually monitor,he latest cases and FDIC/RTC activities. HGB&W's expertise in this area of the law and aggressive collection activities and lawsuits have led to payment in full to the City. For example, Red River S & L claimed that it did not have to pay taxes on property it had acquired from FDIC. On behalf of the city, we sued Red River and they paid $114,751.95, the full amount of taxes, penalties and interest due. 33 FDIC and RTC have initiated federal court litigation which has the potential of crippling the collection of ad valorem taxes on real property. On behalf of several clients, HGB&W is battling FDIC's attempts to secure federal and state court decisions detrimental to local taxing jurisdictions. HGB&W won a major victory on behalf of our clients against the FDIC. Sydra Gordon, the attorney responsible for the City's litigation, successfully argued this case on our client's behalf. In lnvng LCD v. Packard Properties, et al decided September I, 1992, by the Fifth Circuit Court of Appeals, the Court rejected the FDIC's argument that after the FDIC became the owner of the property, all delinquent penalties and interest due and owing on the property were extinguished together with any liens securing the payment of penalties and interest. Although federal law prohibits a tax sale of FDIC-owned property, the Packard decision ensures that the FDIC cannot extinguish the taxing authorities' liens or defeat the taring authorities' right to receive payment of penalties and interest that accrued prior to the FDIC's ownership of the property. 7. Responding to Staff Requests Nis. Patton contacts the City on a daily basis and interacts with the City Tax, Finance and Legal Departments. She is available to respond to special requests from the City for research, informational reports or projects requiring immediate action by our firm. { The City staff requested our assistance and recommendations to improve collection of mowing and paving liens. HGB&1'r', after meeting with the City staff, provided the staff with suggestions for guidelines for the City to consider. The City staff also requested our recommendations on the problem of mobile home tax collections. We set up a meeting between the City's Tax Technician, Vic Schneider, and the Tax AssessorlCollector for another of our clients, the City of Seagoville. We had previously assisted Seagoville in drafting ordinances and setting up procedures to improve tracking of mobile homes and the collection of taxes. S. Annual Collection Projections Regional Manager, Nancy Primeaux, and Data Manager, Barbara Barrett, are available to provide revenue estimates and projections to the City Finance staff on an annual basis as part of the City's budget process. Each year we review the accounts that comprise the outstanding delinquent tax roll and utilize our most recent statistical profile of the delinquent tar roll that details delinquency by property type and age to estimate collectibility. We also analyze collection patterns for the City over the last several years to project the amount of delinquent taxes to be collected for the upcoming year. In regard to the upcoming 1993194 fiscal year, we will be available to provide the , City a revenue projection along with an analysis of accounts that we believe may be uncollectible. Many taxing units that we serve are establishing "dead rolls" that include accounts that meet certain requirements of uncollectibility. While these accounts are not legally canceled from the tax roll, we recommend that the City Finance staff take them into consideration when making budget projections. We will 34 i I work with the City to revitnv this information and quantify these accounts. Areas of uncoliectibility include: • Accounts with all years past the Statute of Limitations with no pending suit or bankruptcy; 0 Exempt property (government owned, etc.); • Tax Deferrals/Over-65 Exemptions; • Appraisal Review Board Suits (non-delinquent); • Business Personal Property accounts with bad addresses or out of business and the account no longer exists on the current roll; • Business Personal Property accounts taken over by a Federal Agency; • Business Personal Property accounts that have been discharged from a Chapter 7 liquidation; i a Business Personal Property defunct corporation accounts where research has determined that there are no assets; and • Mobile home and aircraft accounts with a bad address and account no longer exists on the current roll. 35 V. DATA PROCESSING (RFP: Selection Criteria 3) Computer Systems HGB&W pioneered the application of high technology to delinquent tax collections. From our beginning, representation of the largest taxing jurisdictions in Texas has mandated utilization of the most advanced information management and data communications technology. Ov.r the years we have assembled a staff of 22 computer professionals with more than 200 years of total experience in the field of information technology. Of this total, 95 years of experience is related directly to collection of delinquent and current ad valorem taxes. l Our firm's systems of programs and processing capabilities can be divided into the following categories: I • Tat Roll Analysis • Delinquent Tax Colh ';nn Support s Computer Hardware Software Resources Tax collection is a highly sl.ecialized area of data processing. Extensive searches of the marketplace indicated that there are no suitable software systems or methodologies to adequately address our clients' requirements for a high profile, aggressive collection effort. We also found that a diverse set of tools was required to effectively handle high volume collection activities as well as highly personalized collection activities. Consequently, we have developed a system of software and procedures that e:aploys mainframe compilers, mini-comput!rs, and micro- computers in an integrated environment allowing our pc: onnel to choose the most appropriate tool for the task at hand. As we work with our clients throughout the state, we are continually developing, testing, applying and perfecting our software systems. New programs and procedures developed to solve a problem unique to one client can very often be readily applied to solve the problem for another client. In this way all clients benefit from our ongoing research and development activities. Tax Roll Analysis We begin our collection effort, for each jurisdiction, by analyzing the tax roll, From this analysis we identify problem areas in the roll requiring special attention. This profile may indicate a large percentage of bad addresses or returned mail, a large number of accounts with many years of delinquency, a high incidence of bankruptcy, or some other subset of accounts that requires special attention. This profile is utilized to customize an effective collection ` program for the city of Denton. Delinquent Tax Coll:clion Support From the analysis of the tax roll, we develop a work plan to focus our efforts in the problem areas. Somc of the tools available to address these areas are: 36 • Alas$ Mailings - high volume, personalized mailings accompanied by detailed tax statements, used for all accounts subject to mass mailing activity; • Specialized Mailings - highly personalized !ow volume mailings usually consisting of 200 or fewer letters to taxpayers falling within targeted areas; • Specialized Listings - reports detailing the status of various portions of the delinquent tax roll that have been identified as problem areas; • Delinquent Tat Registers - listings of all accounts available for collection along with r the status of the account (alphabetical and account number order); i • Account Audit Trails • showing the change in status of ar account from one file update to the next; and ~I • Clean Account Lists - listings of all accounts available for collections that haze no hardship, assessing problem, payment arrangement, bankruptcy or other status that j would preclude the tiling ofa lawsuit (alphabetical, account number and descending dollar order). I IBINI Hardware I IBNI 4341 II Mainframe with 8 Megabytes of Main Storage 4 STC 4500 Series Dual Density tape Drives, 1600/6250 BPI 7 STC 8360 Disk Drives, 8 Spindles with 317 RIB Storage pc • Spindle and 6 Spindles with 634 NIB Storage per Spindle I STC 8002 Disk Controller I STC 1800 LPM Printer I XEROX 4050 Laser Printer capable of printing 50 pages per minute 32 ITT Courier Terminals Hewlett-Packard Hardware/Software ` I HP3000/68 Computer with 12 NIB of Main Storage HP3000152 Computer with 4 MB of Main Storage I HP3000/37 Computer with 2 NIB of Main Storage I HP3000/1,X Computer with 2 NIB of main Storage I 7878B Mag Tape Sybsystem 1 7974A Mag Tape Sybsystem 10 7938XP Disk Drives with 404 NIB Storage per Spindle 3 EMC Falcon 400 Disk Drives with 406 NIB Storage per Spindle 1 25648 600 LPNI Printer 1 2563A 300 LPM Printer 67 2392A Terminals 14 2392A 200 CPS Printers 1 LCR2630 Dataproducts Laser Printer 37 Various personal computers, Laser printers, Dot Riatrix printers, Bar Code Scanners, OCRScanners, Plotters, Digitizers, Graphics Wirkstations, Intelligent Networking riultiplexors, Modems, Terminals, etc. Various processors including 8086, 80286 and 80386 workstations. Operating System DOS MVTlVSE Languages COBOL CICS VSAM Assembler DYL-280 VIEW IMAGE MirroFocus Workbench with CICS Option Software A variety of off-the-shelf software packages such as Wordperfect, dBase I❑ Plus, Nutshell Pius, Lotus 123, Harvard Graphics, Clipper Compilers, COBOL Compilers, C Compilers, Macro Assemblers, Windows, Project Managers, etc. Tax Office Services HGB&W, through its subsidiary corporation, United Gove-nmenW Services of America, Inc. (UGSA), has developed a comprehensive, on-line tax collection system which provides technological support for collection of current and delinquent ad valorem taxes in a large multi- jurisdiction environment. 1 The design of the UGSA-Tax Collection System (UGSA-TCS) grew out of the experience of several key staff personnel during a major rewrite of the Bexar County Tax System in the early 1980's. That system effort, which implemented full multi-jurisdiction capability, greatly enhanced accounting control and led to the virtual consolidation of all collections into the Bexar County Tax Office, The original implementation and installation of the UGSA-TCS was for the City of Houston for the 1987 tax roll, and subsequently the 1988 and 1989 rolls were also managed, Beginning in 1988, the UGSA-TCS was utilized by the City of Harlingen, Harlingen CISD and Los Fresi:os CISD in a consolidated, privatized tax collection operation. Since April, 1990, the System has been used by Fort Bend County in a multi-jurisdiction, county environment, Each of the above referenced implementations were in the Hewlett-Packard hardware environment of our original development. In 1990, HGB&W was selected by Dallas County to implement the UGSA-TCS on the County's IBM compatible mainframe computer for their 1991 tax year. In support of that effort, HGB&W has completely recoded the System using COBOL, CICS anJ VSAM. 38 Subsequently, the IBM version of the UGSA-TCS was also implement:d for the City of Dallas in time for collection of their 1992 tax roll. HGB&W is available to discuss with the City of Denton staff ways in which the City can derive benefit by drawing upon HGB&W's wealth of experience in developing and operating current and delinquent tax systems. 1 i 1 i I 39 I t ~I VI. EQUAL EMPLOYMENT OPPORTUNITY { AND AFFIRMATIVE ACTION Heard, Goggan, Blair & Williams is an Equal Opportunity Employer. The law firm has always complied with not only the letter but the spirit of the law regarding the Civil Rights Act of 1964, and related equal employment opportunity legislation. 1 Our firm's affirmative action and btinority/Women Business Enterprise expenditures plan includes minority and female participation in five separate capacities: 1. A partnershiplownership interest in the Firm; 2. Members of our own staff; 3. Attorneys performing legal work; 4. Subcontractors; and 5. Vendors and suppliers. Our performance demonstrates our strong support of minority and women business enterprises as well as our commitment to providing ownership and career opportunities for minorities and women within our firm. A recap of our activity includes: • Partnership/Ownership interest: The firm partnership includes Ms. DeMetris A. Sampson, an African-American attorney in the Dallas office, as one of the firm's six partners. Ms. Sampson has direct involvement in the allocation of our firm's M/WBE resources within the community and serves as the firm's Affirmative Action liaison t Officer for the North Texas region. • Employment of Minority and Women Within HGB&W: Our North Texas Regional Office employs over thirty tax professionals. Minority and female representation has remained at a high level throughout our organization, including the ranks of attorney, managerial and supervisory staff as exhibited below: Total North Texas Regional Office Staff: Total Minority 51% African American 67% Hispanic 19% Other Ethnic Minorities 14% Anglo 49% Female 90% Male 10% 40 Allgroey, !an rial and Supervisory Staff: Minority 25% AngIo 75% Female 91% Male 9% Mr. Stephen Blair, a partner, is the Affirmative Action Officer of the firm. Mr. Blair had previously been Affirmative Action Officer for the Texas Educ-don Foundation, Inc., a large non-profit corporation with more than eight hundred (800) employees. Mr. Blair has l ' written numerous affirmative action plans that have been approved by the U.S. Department of tabor and the Equal Employment Opportunity Commission. Our firm always has given high priority to the hiring of women and minority personnel in all categories of employment. The firm's growth in recent years has provided ample opportunities for its minority and female employees to learn a wide variety of legal, technical and professional skills and to advance rapidly. In addition to providing professional development opportunities through permanent employment, the firm's summerjob program has also been a major - • of on-the-job training for minorities and women. We have also established a Minority Law Clerkship Program in the North Texas Regional Office, Minority law students have been hired and familiarized with the Dallas legal system during each summer since 1987. Use cd Minority and Female Owned Businesses as Vendors and Subcontractors During the course of doing business, our firm calls on numerous outside vendors to provide various services. Be it office supplies, computer equipment, temporary labor, legal services, abstracting, travel needs, or some other type of service, the firm makes every effort to promote the growth and advancement of minority and female owned businesses. Our firm's policy is to give preference to MIWBE companies. 41 VII. Suggested Performance Criteria, Financial Stability and Performance Commitment Performance Criteria Because an effective delinquent tax collection program is comprised of a comprehensive set of services, we recommend that numerous criteria should be utilized by the City of Denton in evaluating the success of the contract. Revenue production, however, is the reason the contract exists and, therefore, the key element of consideration. In response to the City's request for suggested performance criteria, we have detailed a number of items by which the City of Denton can quantifiably measure the success of the contract. These include: • Revenue production; 0 Scope of services provided; • Degree of account resolution; 0 Quality and success of the litigation program, 0 Quality of the data processing capabilities and support provided; 0 Quality and extent of overall assistance to the City of Denton; • Quality of management reporting; and • Continuity of services. The primary criterion for the City of Denton to utilize in evaluation of the success of the contract is revenue production. This is the primary goal of the contract and can be meaiured by the City on a monthly and annual basis. A proven and predictable track record is critical as I 1 both a selection criteria and a performance measure. The scope of services provided is indicative of the success of the program, A more comprehensive set of legal, collection, research and support services should result in a greater amount of revenue. A workplan should be continually monitored and updated based on collection results and information provided in management reports. Additional performance criteria related to scope of services include; the amount of generalized and targeted mailings to delinquent accounts, the amount of successful telephone collection calls made, the success of the litigation conducted and the support services provided to the City. The extent to which problem accounts are resolved, and the firm's efforts result in improved collectability of a tax roil, is an important performance criteria. The results of various research efforts involving bad addresses, lawsuit service and unlocatable taxpayers can be measured. The degree of firm's responsiveness to taxpayer concerns can be measured by the quality and timeliness of the firm's correspondence sent in response to taxpayer inquiries, by measuring the volume of taxpayer complaints and resolution of these problems and by observing the staff assigned to this project. It goes without question that the staff must conduct business with taxpayers on behalf of the City in a professional, fair and equitable fashion. 42 i The overall quality and success of the firm's litigation program can be measured through reporting techniques. The quality of the lawsuit preparation, the timeliness by which the cases 1 are handled and the disposition are all important performance criteria. The data processing support that the law firm makes available to the City is another , important performance criteria. It is critical that the firm's technology be state-of-the-art, the hardware adequate to handle quantity rapidly and the programming staff knowledgeable. The staffing that the firm dedicates to the project is an important performance criteria. i The quality and experience of the staff assigned to this project are both important determinants. 1 The extent to which the project team is responsive and works with and serves as an extension { of the City of Denton staff is vital to the success of the program. The City can measure the extent of direct and indirect assistance it receives from the law firm and quantify the amount of City staff time that can be redirected to other projects. The quality, meaningfulness and timeliness of the management reporting is important. Reports that detail collection results, workload statistics, status of accounts and litigation tracking are helpful to the monitoring of a collection program and serve as a valuable tool in revenue forecasting and measuring the success of the firm's performance. Finally, continuity of past senices is an important criterion in evaluating the future success of this program. The existing program operates extremely efficiently and effectively. The extent of transition time and costs that the City would incur if a change were undertaken 1 should be evaluated. Transition costs should be subtracted from revenue projections in order to determine the true effectiveness of any proposed collection program. It is our feeling that 1 during difficult economic times such as these, the City cannot afford to put this vital service at { risk. Flnanclal Stability and Bond or Other Assurances (RFP: Selection Criteria S) We have substantial financial resources necessary to complete this project. If requested, f we will provide a bond or other assurance that the additional penalty assessed to defray the cost of legal fees on accounts prior to the 1983 tax year will be repaid by the firm in the event such fees are ruled invalid. Performance Commitment and Additional Services i Based on our firm's proven six year experience in collecting delinquent taxes for the City of Denton, we are in a unique position to make collection projections. We commit that our collections will total at least 60`0 of the total amount of base tax of current year delinquency that exists on July I (the new "turnover" roll) by the end of the twelve month period beginning July 1 and ending June 30. We will maintain this performance standard during each year of the contract. If we do not meet this commitment, we will supply the City $4,000 worth of legal services, programming or computer services, according to the City's preference, Our firm pledges to exercise good faith and due diligence in the collection of delinquent taxes for the City of Denton and in our efforts to meet this performance goal. It should be recognized that the firm should not be penalized if adverse economic conditions or other factors 1 beyond its control cause a material reduction in the collection percentage, i 43 I I i I In addition to maintaining this standard of performance, IIGB&W will at no cost to the City, file bankruptcy proofs of claim for utility accounts. I I~ 1 1 I ~I 1 44 VIII. Division of Responsibilities We have attempted throughout our proposal to describe our law firm, staff, data processing expertise and the scope of services we employ to collect delinquent taxes for the City of Denton. The purpose of this section is to recap the points listed in the City of Denton's Request for Proposals under "The Law Firm Will" and "The City of Denton Will." Because we have been collecting the City's taxes since 1986, for the most part, the responsibilities are either ongoing activities that we now perform or were one-time start-up events that have been accomplished. E Responsibilities of the Law Firms HGB&W has developed the computer software necessary to perform this contract. We will continue to write collection letters to all delinquent taxpayers, perform address research, file and prosecute lawsuits, and pursue judgment collection, foreclosure and seizure and sale of personal property when appropriate. We will continue to receive and process taxpayer responses and report errors and corrections to the Tax Office. We will continue to bear the entire cost of the operation, including: salaries, computer costs, rent, equipment, telephone, postage and all supplies. We will continue to receive the delinquent tax rolls and provide all research and paperwork necessary to provide taxpayers and the tax collector with correct or corrected information to update the City files including forwarding addresses as located. We have already substituted as attorney of record on all existing suits and interventions and we will continue to pay all court costs and filing fees, when necessary. We will continue to submit monthly reports of suits filed on accounts and duplicate letters sent to taxpayers, when appropriate. We will provide periodic reports to staff that detail collections, lawsuit activity, judgments and foreclosures. We will continue to file lawsuits on delinquent taxpayers that do not respond in accordance with the schedule established by the City of Denton. We will continue to intervene in delinquent tax suits filed by Denton County, if applicable, pursuant to Sec. 33.44, Texas Property Tax Code. We will consult with the City of Denton's attorneys in the filing of Proof of Claims in bankruptcy proceedings and provide bankruptcy listings, if requested. We will continue to file suit for collection of delinquent taxes pursuant to Sections 33.41 and 33.42, Texas Property Tax Code. The law firm will continue to follow through on all suits and provide reports to the City of Denton. Furthermore, we will continua to provide recommendations that an installment agreement be entered into between City and taxpayer, for qualified individuals pursuant to Section 33.02, Texas Property Tax Code. We will continue to provide legal support and research as needed and we will provide recommendations to not pursue a case if a case is weak or the likelihood of collecting is low or unlikely. We will continue to collect only those groups or individual accounts which the City of Denton determines in its discreti)n are to be collected by our firm. We will continue to obtain the ownership records of all property on which a suit is filed. We will continue to provide total and complete delinquent tax collection services including court 45 ~i filing fees and all other costs, pursuant to Sections 33.48 and 33.07, Texas Property Tax Code, and indemnify and hold the City harmless in any suits or liability that may result from the delinquent tax collection. We will continue to propose a method of projecting an amount of delinquent taxes that will be collected by our firm on an annual basis and communicating this projection and analysis to the City Finance Department. The current method of payment by the City is satisfactory. We understand we will continue to be entitled to fees on amounts actually collected while the contract is in effect pursuant to Section 33.07, Texas Property Tax Code. We will continue to comply with not only the letter but the spirit of the law, regarding the Civil Rights Act of 1964, and related equal opportunity legislation. Our Affirmative Action Program and staffing analysis is included in this proposal. Our firm currently utilizes minority subcontractors. We will continue to assist in collecting delinquent accounts for paving assessments, substandard housing demolition liens and weed liens. We will coordinate the filing of all tax suits with the City Attorney and all tax collection efforts with the City of Denton Tax Department and, when necessary, City approval will be sought. We will provide for copies of all tax tiles to be tutned over to the City Attorney if the contract is terminated. We will make recommendations to the City Tax Department on accounts to be collected (i.e., mobile homes, aircraft and business personal property) by summary seizure (Tax Warrants) and perform all legal work necessary to reduce those accounts to payment of taxes pursuant to Sections 33.21, 33.22 and 33.23, Texas Property Tax Code. We will commit that our collections will total at least 60% of the total amount of current year delinquency (base tax amount) that exists on July 1 (the new "turnover" roll) by the end of the twelve month period beginning July l and ending June 30 and have provided a penalty clause if this commitment is not met, i We will continue to concentrate effort toward the collection, within the statute of limitations period, of delinquent mobile home and business personal property accounts. We have described these special efforts in our proposal. Responsibilities of the City of Denton It is our understanding that the City of Denton will continue to provide the law firm with initial delinquent tax roll data annually, and after collection activity has commenced, updated tapes reflecting current payment information on a monthly basis. Under presert law the City of Denton is not liable for court costs or security for costs. They must, however, pay the cost of publishing citations in those situations where citation by publication is necessary and desirable, under the mandatory provisions of Section 33.49, Texas Property Tax Code. The City will be responsible for payment of sheriffs fees, execution fees, publication fees on Orders of Sale when the property does not sell and is struck-off to the City. The City will also be responsible for Attorney ad 1i m fees and any citation by publication fees on Code Enforcement Project cases. 46 i i The City will continue to be responsible for providing updated infot nation such as adjustments, payments, errors, double assessments, or other discrepancies on delinquent accounts and forwarding such information to the law firm. The City will continue to notify the law firm of any taxpayer that has filed bankruptcy and notified the City of such activity. Our fee will remain at fifteen (15%) percent of the amount of all delinquent taxes, pursuant to Section 33.07, Texas Property Tax Code, penalty and interest actually coVccted and paid to the collector of taxes during the term of this contract. The collector shall continue to pay such funds mo.tthly by check. The City will continue to be able to terminate the contract with thirt) (30) days notice for cause. The City will be requested to allow an additional six months to reduce to judgment all suits filed prior to the last date of the contract. The City will continue to be responsible for preparing and mailing tax statements at least thirty (30) days, no more than sixty (60) days, prior to delinquency date, giving notice to the delinquent axpayers of the potential add-on cost of collection. I,k h k r ; 47 i 1 IX. SUMMARY OF AT'TORNEYS' FEES AND PROPOSED CONTRACT (RFP: Selection Criteria 6) We propose to continue to collect delinquent taxes for the City of Denton for a fee in the amount of fifteen (15 of the amount of taxes, penalty and interest actually collected (Sections 6.30, 33.07 and 33.48, Texas Property Tax Code). No fee will be payable until the delinquent tax money is collected and in the City treasury. Our fee would be payable on a monthly basis. This is a standard arrangement throughout the state and was previously promulgated by the State Property Tax Board. At no additional cost we will provide legal representation in connection with all phases of collection activity as described previously. It is the considered legal opinion of HGB&W that contacts and compensation for private attorneys are strictly governed by Texas Property Tax Code Sections 6.30 and 33.07. It has been consistently held by the Courts of Texas and Office of the Attorney General of Texas that taxing units have no authority to hire or compensate attorneys except by that authority expressly conferred by statute. Appendix E includes a copy of a proposed contract with the City of Denton. Since 1986, the City has awarded the delinquent tax contract for a two year period, with an additional two year extension option to be exercised at the discretion of the Council. In order to avoid program disruptions, many jurisdictions prefer a perpetual contract that includes periodic reviews and a cancellation provision. This allows the Council not to be forced to repeatedly entertain the proposal process. If the Council would prefer, we would be happy to be retained under this sort of arrangement, or any other time frame the City desires. 48 X. APPENDICES i j I49 i I I APPENDIX A LIST OF CLIENTS COUNTY CLIENTS Dame, Address, Telephone Number and Contract Person Dallas County Dlmmit County 600 Elm Street Dlmmit County Courthouse Dallas, Texas 75202 Carrizo Springs, Texas 78834 (214) 749.8811 (512) 876.2253 The Honorable David Childs The Hon. Nis. Ester Z. Perez 1 Tax Assessor-Collector Tar Assessor-Collector I Bee County Fort Bend County Bee County Courthouse P. 0. Box 399 Beeville, Texas 78102 Richmond, Texas 77469 (512) 358-7777 (713) 342.3411, Ext. 326 The Honorable Jimmy Martinez The Honorable Marsha Gaines County Commissioner Tax Assessor-Collector Bexar County Frio County Bexar County Courthouse P. 0. Box 246 San Antonio, Texac 78205 Pearsall, Texas 78061 (512) 220.2266 (512) 334.2152 The Honorable Rudy Garza The Honorable Ysabel Pena Tax Assessor-Collector 'fax Assessor-Collector Brazoria Couniv lfunt County Brazoria County Courthouse P. 0. Box 1042 Angleton, Texas 77511 Greenville, Texas 75401 (409) 233-4206 (214) 455-1210 The Honorable Ronnie Broaddus The Honorable Joyce Barrow County Commissioner Tax Assessor-Collector Cameron County Jefferson County 964 E. Harrison Street Jefferson County Courthouse Brownsville, Texas 78520 Beaumont, Texas 77701 (512) 544-0800 (409) 835-8516 The Hon. Tony Yzaguirre, Jr. The Honorable Nicholas Lampson Tax Assessor-Collector Tax Assessor-Collector La Salle County Zapata County P. 0, Box 340 F, 0. Box 1008 Cotulla, Texas 78014 Zapata, Texas 78076 (512) 879.2715 (512) 765.9965 The Honorable Elsa Sanchez The Hon, Rosalva Villarreal 1 Tax Assessor-Collector Tax Assessor-Collector j 6tonigomery County 300 N. Main Street Conroe, Texas 77301 (409) 539-7898 The Honorable J, R. Moore j Tax Assessor-Collector I Starr County Starr County Courthouse Rio Grande City, Texas 78582 (512) 487.2376 The Hon. Maria-Orrelia Saenz Tax Assessor-Collector Tarrant County Tarrant County Courthouse Fort Worth, Texas 76196 (817) 334.1120 The Honorable June Garrison Tax Assessor-Collector Wharton County 100 Nlilam Street Wharton, Texas 77488 (409)532-4612 The Honorable 1. J, Irvin County Judge Williamson County WiLlamson County Courthouse Georgetown, Texas 78627 (512) 869.4303 The Honorable Dorothy Jones Tax Assessor-Collector h CIT1, Cl..lB~~ Name, Address, Telephone Number and Contract Person city or Alvarado city or Brazoria Johnson County Tax Office P. 0. Box 517 P. 0. Box 75 West Columbia, Texas 77486 Cleburne, Texas 76031 (409) 345.5188 (817) 641-4046 Mr. Wes Griggs W. E. Carroll City Attorney Tax Assessor/Collector i City of Arlington City of Brownsville P. O. Box 231 964 E. Harrison Street Arlington, Texas 76004 Brownsville, Texas 78520 (817) 459.6301 (512) 544-0800 Mr. Jack Eastwood The Hon. Tony Yzaguirre, Jr. Director of Finance Tax Assessor-Collector City of Beaumont City of Caddo Mills Jefferson County Courthouse P. 0. Box 1042 Beaumont, Texas 77701 Greenville, Texas 75401 (409) 835.8516 (214) 455.12I0 The Honorable Nicholas Iampson The Honorable Joyce Barrow Tax Assessor-Collector Tax Assessor-Collector City or Bedford City of Carrollton Tarrant County Courthouse P. 0, Box 110535 Fort Worth, Texas 76196 Carrollton, Texas 75011.0535 (817) 334-1120 (2I4)466-3130 The Honorable June Garrison Ms. Beverly TO Tax Assessor-Collector Tax Assessor-Collector city or Beeville City of Celeste Bee County Courthouse P, 0. Box 1042 Beeville, Texas 78102 Greenville, Texas 75401 (512) 358-7777 (214) 455.1210 The Honorable Jimmy Martinez The Honorable Joyce Barrow County Commissioner Tax Assessor-Collector City of Chuteau Woods City of Crowley 300 N. !fain Street Tarrant CountA, Courthouse Conroe, Texas 77301 Fort North, Texas 76196 (409) 539.7398 (817) 334.1120 'I he Honorable J. R, Moore 'Me lonorable June Garrison Tax Assessor-Collector Tax Assessor-Collector city of China Grove City of Dallas Bexar County Courthouse UtY) Marina St 28 South San Antonio, Texas '78205 Dallas, Texas 75201 (512) 220-2266 (214) 670-3443 The Honorable Rudy Garza Nis. Jayne Morrell Tax Assessor-Collector Tax Assessor-Collector City of Combs City of Dalworthington Gardens 964 E. Harrison Street Tarrant County Courthouse Brownsville, Texas 78520 fort Worth, Texas 76196 (512)544.0800 (817) 334.1120 The Hon. Tony Yzaguirre, Jr. The Honorable June Garrison Tax Assessor-Collector Tax Assessor-Collector City of Commerce City or Daytcn 1119 Alamo 111 N, Church Street Commerce, Texas 75428 Dayton, Texas 77535 (214) 886-2105 (409)258.2642 The Honorable Joyce Barrow Mr. Jerry Gore Tax Assessor-Collector City Manager City of Conroe City of Denton 300 N. Main Street 215 E. McKinney Conroe, Texas 77301 Denton, Texas 7001 (409) 539.7898 (817) 566-8224 The Honorable 1. R. Moore Sit. John McGrane Tax Assessor-Collector Executive Director of Finance City of Converse City of Etmendorf Bexar County Courthouse Bexar County Courthouse San Antonio, Texas 78205 San Antonio, Texas 78205 (512) 220.2266 (512) 220-2266 The Honorable Rudy Garza The Honorable Rudy Garza Tax Assessor-Collector Tax Assessor-Collector '14 1 ~I Chs of Euless City of Grand Prairie Tarrant County Courthouse P. 0. Box 530011 Fort Worth, Texas 76196 Grand Prairie, Texas 75053.0011 (817) 334-1120 (214) 262-0031 The Honorable June Garrison Pcggy McCormick Tar Assessor-Collector "Fix Collections Manager city of Fore., t Hill City of Grandview Tarrant County Courthouse Johnson Ojunty Talc Office Fort Worth, Texas 76196 P. Bo). 75 (817) 334.1120 Cl6urn-, rexas 76031 The Honorable June Garrison (817) 641.4046 Tax Assessor-Collector W. E. Carroll Tax AssessorlColleetor City of Fort Worth Cit) of Granger 1000 Throckmorton Williamson County Courthouse Fort Worth, Texas 76102 Georgetown, Texas 78627 (817) 870-8517 (512) 869.4303 Mr. Judson Bailiff The Honorable Dorothy Jones Director of Finance Tax Assessor-Collector City ref FreeN ~ A City of Grey Forest 128 Cast 4th Street Bexar County Courthouse Freeport, Texas 77541 San Antonio, Texas 78205 (409) 233.3526 (512) 220.2266 Mr. Bob Story The Honorable Rudy Garza City Attorney Tax Assessor-Collector City of Frisco city of Harlingen P. O. Box 177 118 E. Tyler Frisco, Texas 75034 Harlingen, Texas 78550 (214) 377.2161 (512) 427.8710 Nis. Frances Justus Me "red Ramos Tax Assessor-Collector Director of Finance C City of Hill Country Village City of Krugervllle Bexar County Courthouse #8 Carrigan Center San Antonio, Teas 78205 Aubrey, Texas 76227 (512) 220.2266 (817) 365-2158 The Honorable Rudy Garza Nis. Marilyn Carrigan Tax Assessor-Collector City Secretary i City of Hutto City of Leander Williamson County Courthouse Williamson County Courthouse Georgetown, Texas 78627 Georgetown, Texas 78627 r (512) 869-430 (512) 869.4303 The Honorable Dorothy Jones The Honorable Dorothy Jones Tax Assessor-Collector 'fax Assessor-Collector i City of Joshua City of Liberty Johnson County CAD 1928 Sam Houston 109 N. Mail Liberty, Texas 77575 Cleburne, Texas 76031 (409) 336-3684 (817) 645-3986 Ms, Marie Rabel Ms. Lona Crocker Tax Collector Tax Assessor/Collector i city or Keene city of Live Oak Johnson County CAD Bexar County Courthouse 109 N. Main San Antonio, Texas 78205 Cleburne, Texas 76031 (512) 220.2266 (817) 645.3986 The Honorable Rudy Garza Ats, Lona Crocker Tax Assessur-Collector Tax Assessor/Collector City of Kirby city of Nalalla Bexar County Courthouse 211 Pearson San Antonio, Texas 78205 Natalia, Texas 78059 (51') 220-2266 (512) 663-2926 The Honorable Rudy Garza The Hon. Martin Hardison, Jr. Tax Assessor-Collector Mayor i . City of Needville City of Port Isabel P. 0. Box 527 P. 0. Drawer AL Needville, Texas 77461 Port Isabel, Texas 78578 (409) 793.4253 (512) 943.7971 Nis. Kathleen Gajevsky Its. Brenda Villarreal City Secretary Tax Assessor-Collector city of New Braunfels city of Prbuera 407 Mill Street 964 E. Harrison Street New Braunfels, Texas 78130.0407 Brownsville, Texas 78520 (512) 620-6200 (512) 544.0800 Mr. Carlton Donop The Hon. Tony Yzaguirre, Jr. Tax Assessor-Collector Tax Assessor-Collector I City of Panlego city of Prosper Tarrant County Courthouse P. 0. Box 297 Fort Worth, Texas 76196 Prosper, Texas 75078 (917) 334.1120 (214) 347-2304 The Honorable June Garrison Nis, Radean Herron Tax Assessor-Collector Tax Assessor-Collector City of Pelican Bay City of Quinlan Tarrant County Courthouse P. 0. Box 1042 Fort Worth, Texas 76196 Greenville, Texas 75401 (817) 334.1120 (214) 4551210 The Honorable June Garrison The Honorable Joyce Barrow Tax Assessor-Collector Tax Assessor-Collector City of Port Arthur City of Rio Vista Jefferson County Courthouse P. 0. Box 129 Beaumont, Texas 77701 Rio Vista, Texas 76093 (409) 835.8516 (817) 373.2588 The Honorable Nicholas Lampson Georgia Jones Tax Assessor-Collector Tax Assessor/Collector City of River Oaks City of Sansom Park Tarrant County Courthouse Fort Worth, Texas 76196 Tarrant County Courthouse {817} 334.1120 Fort Worth, Texas 7619C The Honorable June Garrison 334.1120 Tax Assessor-Collector The e Honorable June Garrison Tax Assessor-Collector City of Roo_ id Rock 211 E, Alain City of Seagoville Round Rock, Texas 78664 702 N. Highway 175 (312) 255-3612 Seagoville, Texas 75159 (114) 287-2050 Mr. Stcve Sheets Nis. Donna While City Attorney . Doonna While Tax Assessor-Collector City of Saginaw City of Selma Tarrant County Courthouse l3exar Fort Worth, Texas 761,h San ACounty Courthouse (817) 334.1120 Antonio, Texas 78205 220-2266 The Honorable June Garrison The Honorable e Tax ASSCSSOr•Collector The Rudy Garza Tax Assessor-Collector City of San Benito city of Shavano Park P. O. Box 1870 Bexar County Courthouse San Benito, Texas 78386 San Antonio, Texas 78205 (512) 399-5344 (512) 220.2266 Mr. Manuel Hinojosa The Honorable Rudy Garza City Manager 'l'ax Assessor•Collector City of San Antonio City of Shenandoah P. 0. Box 9066 300 N, Main Street San Antonio, Texas 78285 Conroe, Texas 77301 (312) 299.86e.0 (409) 339.7898 Mr. Quentin Porter The Honorable 1. R, Moore Tax Assessor-Colleclor Tax Assessor•Collector I City of Shennan City of Weir P. 0. Box 1106 Williamson County Courthouse Sherman, Texas 75091-1106 Georgetown, Texas 78627 (903) 892-7306 (512) 869.4303 Mr. John Gilliam The Honorable Dorothy Jones City Attorney Tax Assessor-Collector City of Somerset City of Nest Columbia Bexar County Courthouse P. 0. Box 517 r San Antonio, Texas 78205 West Columbia, TX 77486 (512)220.2266 (409) 345.5188 The Honorable Rudy Garza Mr. Wes Gri •os Tax Assessor-Collector City Attorney City of St. Hedwig Town of Bartonvllle Bexar County Courthouse 1941 E. Jeter Road San Antonio, Texas 78205 Bartonville, Texas 76226 (512) 220-2166 (817) 430-4052 The Honorable Rudy Garza The Honorable Adolf Andrzejewski Tax Assessor-Collector Mayor city or Terrell Hills Town or Holiday Lakes Bexar County Courthouse Brazoria County Courthouse San Antonio, Texas 78205 Angleton, Texas 77511 (512) 220-2266 (409) 233-4206 The Honorable Rudy Garza The Honorable Ronnie Broaddus Tax Assessor-Collector County Commissioner City of Thrall Town of Indian Lake Williamson County Courthouse 964 E. Harrison Street Gvorgetown, Texas 78627 Brownsville, Texas 78520 (512) 869.4303 (512) 544-0800 The Honorable Dorothy Jones The Han. Tony Yzaguirre, Jr. Tax Assessor-Collector Tax Assessor-Collector City of Universal City Town or South Padre Island Bexar County Courthouse P. 0. Drawer AL San Antonio, Texas 78205 Port Isabel, Texas 78578 (512) 220.2266 (512) 943.7971 The Honorable Rudy Garza N11j. Brenda Villarreal Tax Assessor-Collector Tax Assessor-Collector I Village of Laguna Vista P. 0. Drawer AL Port Isabel, Texas 78578 (512) 943.7971 Nis. Brenda VWarreal Tax Assessor-Col lector Woodbranch Village 300 N. Main Slreel Conroe, Texas 77301 (409) 539.7898 The Honorable J. R. Moore Tax Assessor-Collector I i I HOSPITAL DISTRICTS Name, Address, Telephone Number and Contract Person Angleton-Danbury Hosp. Dist. Starr County llosp. Dist. Braxoria County Courthouse Starr County Courthouse Angleton, Texas 77511 Rio Grande City, Texas 78582 (409) 2334206 (512) 487.2376 The Honorable Ronnie Broaddus The Hon. Maria-Orelia Saenz County Commissioner Tar Assessor-Collector i Bexar County Hosp. Dist. Sweeny Hospital District Bexsr County Courthouse Brazoria County Courthouse San Antonio, Texas 78205 Angleton, Texas 77511 (512) 220-2266 (409) 233-4206 The Honorable Rudy Garza The Honorable Ronnie Broaddus p Tax Assessor-Collector County Commissioner Dallas County Hosp. Dist. Tarrant County Hosp. Dist. 600 Elm Street Tarrant County Courthouse Dallas, Texas 75202 Fort Worth, Texas 76196 (214) 749.8811 (817) 334.1120 The Honorable David Childs The Honorable June Garrison Tax Assessor-Collector Tax Assessor-Collector Ilunl County Mlem. Hosp. Dist. P. 0. Box 1042 Greenville, Texas 75401 (214) 4551210 The Honorable Joyce Barrow Tax Assessor-Collector Montgomery County Ilosp. Dist. 300 N. Main Street Conroe, Texas 77301 (409) 539.7898 The Honorable J, R. Moore Tax Assessor-Collector SCHOOL DISTRICTS Name, Address, Telephone Number and Contract Person Alamo Ilelghts I.S.D. Bland I.S.D. Bexar County Courthouke P. 0. Box 216 San Antoniu, Texas 78205 Merit, Texas 7502 (512) 220-2266 (214) 776-2161 The Honorable Rudy Garza The Honorable Joyce Barrow Tax Assessor-Collector Tax Assessor-Collector Alvarado ISD Brooks County I.S.D. Johnson County Tax Office 220 South Henry Street P. 0. Box 75 FaIfurrias, Texas 78355 Cleburne, Texas 76031 (512) 325-5681 (817) 641-4046 Mr. Humberto B. Rivera W. E. Carroll Business Manager Tax Assessor/Collector Bastrop I.S.D. Brownsville I.S.D. 1602 Hill Street 9(1 E. Harrison Street Bastrop, Texas 78602 Bros. isville, Texas 78520 (512) 321-2292 (51~4) 544.0300 Mr. Ronald Landrum The Hon. Tony Yzaguirre, Jr. Associate Superintendent Tax Assessor-Collector Beaumont I.S.D. Caddo Mills I.S.D. 5990 N. Circuit P. 0. Box 1042 Beaumont, Texas 77706 Greenville, Texas 75401 (409) 899.9972 (214) 455-1210 Mr. Joe Austin The Honorable Joyce Barrow Superintendent of Schools Tax Assessor-Collector Beeville I.S.D. Celeste I.S.D. Bee County Courthouse P. 0. Box 1042 Beeville, Texas 79102 Greenvii.'e, Texas 75401 (512) 3587777 (214) 455.1210 The Honorable Jimmy Martinez The Honorable Joyce Barrow County Commissiater Tax Assessor-Collector I I I Community I.S.D. Dallas I.S.D. P. 0. Box 400 1500 Marilla St. 2B South Nevada, Texas 75073-0400 Dallas, Texas 75201 (214) 853-2474 (214) 670.3443 The Honorable Ken Maun Nis. Jayne Morrell Tax Assessor-Collector Tax Assessor-Collector Comstock I.S.D. East Central I.S.D. Box 905 Bexar County Courthouse Comstock, Texas 78837 San Antonio, Texas 78205 (915) 292-4444 (512) 220-2266 Mr. Wayne Hyde The Honorable Rudy Garza Tax Collector Tar Assessor-Collector Cotulla I.S.D. Florence I.S.D. Box 699 300 College Cotulla, Texas 78014 Florence, Texas 76527 (512) 879.2715 (817) 793-2337 Nis. Juanita Lozano Nis. Jo Havins Tax Collector Tax Assessor-Collector Crowley I.S.D. Godley 1SD Tanant County Courthouse Johnsen County CAD Fort Worth, Texas 76196 109 V. Main (817) 334.1120 Cleb irne, Texas 76031 The Honorable June Garrison (8 [7) 645.3986 Tax Assessor-Collector Ms. Lona Crocker Tax Assessor/Collector Cumby I.S.D. Grand,lew ISD P. O. Box 1042 Johnson County CAD Greenville, Texas 75401 109 N. Main (214) 455.1210 Cleburne, Texas 76031 The Honorable Joyce Barrow (817) 645.3986 Tax Assessor-Collector Nis. Lona Crocker Tax AssessorlCollector I I I Ilatnshire-Fannett LS.D. Keene I.S.D. Jefferson County Courthouse Johnson County CAD Beaumont, Texas 77701 109 N. Main (409) 835.8516 Cleburne, Tcaas 76031 The Honorable Nicholas Lampson (817) 645-3986 Tax Assessor-Collector Ms. Lona Crocker Tax Assessor/Collector Harlingen C.I.S.D. Lone Oak LS.D. r--~, 1409 E. Harrison Street P. 0. Box 38 Harlingen, Texas 78550 Lone Oak, Texas 75453.0038 a (512) 430-4400 (214) 662-5427 Mr. Ramiro Flores The Honorable Joyce Barrow Business Manager Tax Assessor-Collector Hutto I.S.D. Los Fresnos C.I.S.D. Williamson County Courthouse Box 309 Georgetown, TexaA 78627 Los Fresnos, Texas 78566 (512) 869-4303 (512) 233.4407 The Honorable Dorothy Jones Mr. Jorge Rivas Tax Assessor-Collector Business Manager Jarrell I.S.D. \lelissa I.S.D. Williamson County Courthouse P. 0. Box 127 Georgetown, Texas 78627 Frisco, Texas 75034 (512) 869.4303 (214) 837-2291 The Honorable Dore,hy Jones Ms. Mary Reed Tax Assessor-Collector Tax Assessor-Collector Jh Hogg County I.S.D. Nederland I.S.D. P. O. Box 880 Jefferson County Courthouse Hebbronville, Texas 78361 Beaumont, Texas 77701 (512) 527-3203 (409) 835-8516 Nis. Edwina Escobedo The Honorable Nicholas Lampson Tax Collector Tax Assessor-Collector Jim Hogg ISD New Braunfels 1SD 102 W. Lucielle 407 Mill Street Kindergarter Building New Braunfels, Texas 78130-0407 Hebronville, Texas 78361 (512) 620-6200 Edwina Escobedo Mr. Carlton Donop Tax Assessor/Collector Tax Assessor-Collector `iorihside I.S.D. Prosper I.S.D. Bexar County Courthouse P. 0. Box 107 San Antonio, Texas 78205 Prosper, Texas 75078 (532) 220-2266 (214) The Honorable Rudy Garza 347.2461 his. Radean Herron Tau Assessor-Collector Tax Assessor-Collector Pawnee LS.D. Rio Vista ISD Bee County Courthouse P. 0. Box 369 Beeville, Texas 78102 Rio Vista, Texas 76093 (512) 358-777 The Honorable Jimmy Martinez (817) 4i Afs. Anita ita Hutson County Commissioner Tax AssessorlCollector Pettus I.S.D. Sabine Pass I.S.D. Bee County Courthouse Jefferson County Courthouse Beeville, Texas 78102 Beaumont, Texas 77701 (512) 358-7777 (409) 835-8516 The Honorable Jimmy Martinez The Honorable Nicholas Lampson County Commissioner Tax Assessor-Collector Point Isabel I.S.D. Sari Antonio I.S.D. P. 0. Box 1124 Bexar County Courthouse Port Isabel, Texas 78578 San Antonio, Texas 78205 (512) 943.7971 (512) 220-2266 Mr, Eliseo B. Vega The Honorah!o Rudy Garza School Board Member Tax Assessor-Collector Port Arthur I.S.D. San Benito I.S.D. Jefferson County Courthouse 195 W. Adele Street Beaumont, Texas 77701 San Benito, Texas 78586 (409) 835.8516 (:i;2) 399.3372 The Honorable Nicholas Lampson Mr. Joe Green Tax Assessor-Collector Business Manager VI 1 1 Santa Maria LS.D, South San Antonio I.S.D. 964 E. Harrison Street Rcxar County Courthouse Brownsville, Texas 78520 San Antonia, Texas 78205 (512)544.0800 (512) 220-2206 The Hon. Tony YzaKuirre, Jr. The Honorable Rudy Garza i Tax Assessor-Collector Tax Assessor-Col!ector ; Sherman LS.D. Southside I.S.D. P. 0. Box 1156 Bexar County Courthouse Sherman, Texas 75091-1156 San Antonio, Texas 78205 r , (9031893-9673 (512) 220-2266 Mr. Bob Tollison Tax Assessor-Collector The Honorably Rudy Garza Tax Assessor-Collector i Skidmore Tynan I.S.D. Thrall I.S.D. Bee County Courthouse Williamson County Courthouse Beeville, Texas 78102 Georgetown, Texas 78627 (512) 358.7777 (512) 869.4303 The Honorable Jimmy Martinez The Honorable Dorothy Jones County Commissioner Tax Assessor-Collector Somerset I.S.D. Wolfe City I.S.D. Bexar County Courthouse P. 0. Box L San Antonio, Texas 78205 Wolfe City, Texas 75496 (512) 220-2266 (214) 496.2283 The Honorable Rudy Garza Mr. John Sneed Tax Assessor-Collector Superintendent of Schools South Texas LS,D. 964 E. Harrison Street Brownsville, Texas 78520 (512) 544.0800 The Hon. Tony Yzaguirre, Jr. Tax Assessor-Collector I 1 i SP,FC11L. Maim Name, Address, Telephone Number gnd Contract Person Alamo Comm. College Dist. Beeville Water Supply Diit. Bexar County Courthouse Bee County Courthouse San Antonio, Texas 78205 Beeville, Texas 78102 (512) 220-2266 (512) 358-7777 The Honorable Rudy Garza The Honorable Jimmy Martinez Tax Assessor-Collector County Commissioner Angleton Drainage DW. Bevil Oaks MUD Brazoria County Courthouse Jefferson County Courthouse Angleton, Texas 77511 Beaumont, Texas 77701 (409) 233.4206 (409) 835.8516 The Honorable Ronnie Broaddus The Honorable Nicholas Lampson County Commissioner Tax Ass~!ssor-Collector Beaumont Navigation Dist, Brazos River Harbor Nav, Dist. Jefferson County Courthouse Brazoria County Courthouse Beaumont, Texas 77701 Angleton, Texas 77511 (409) 835.8516 (409) 233.4206 The Honorable Nicholas Lampson The Honorable Ronnie Broaddus Tax Assessor-Collector County Commissioner Bee County College Dist. Brownsville Navigation Dist. Bee County Courthouse 964 E. Harrison Street Reeviile, Texas 78102 Brownsville, Texas 78520 (5l2) 358-7777 (512) 544-0800 The Honorable Jimmy Martinez The Non, Tony Yzaguirre, Jr. County Comn icsioner Tax Assessor-Collector Bee County fire District #3 Cameron Co. Drain. Dist. #1 Bee County Courthouse 964 E, Harrison Street Beeville, Texas 78102 Brownsville, Texas 78520 (512)358.7711 (512) 544.0800 The Honorable Jimmy Martinez The Hon, Tony Yzaguirre, Jr. County Commissioner Tax ,assessor-Collector i i I Cameron Co. Drain. Dist. #3 Chandler Creek 51UD N1 964 E. Harrison Street Williamson County Courthouse Brownsville, Texas 785,10 Georgetown, Texas 78627 (512) 544-0800 (512) 869-4303 The Hon. Tony Yzaguirre, Jr. The Honorable Dorothy Jones Tax Assessor- Collector Tax Assessor-Coi lector Cameron Co. Drain. Dist. k4 Dallas County Comm. College 964 E. Harrison Street 600 Elm Street Brownsville, Texas 78520 Dallas, Texas 75202 (512) 544.0800 (214) 749.8811 The Hon. Tony Yzaguirre, Jr. The Honorable David Childs Tax Assessor-Collector Tax Assessor-Collector Cameron Co. Fresh Water Dist. Panbury Drainage District 964 E. Harrison Street Brazoria County Courthouse Brownsville, Texas 78520 Angleton, Texas 77511 (512) 544.0800 (40rd) 233-4206 The Hon. Tony Yzaguirre, Jr. The Honorable Ronnie Broaddus Tax Assessor. Collector County Commissioner Cameron County Fire Dist. Denton County Road Utility District No,I 964 E. Harrison Street c/o Hughes do Luce, L.L.P. Brownsville, Texas 78520 1717 Main Street, Suite 2800 (512) 544.0800 Dallas, Texas 75201 The Hon. Tony Yzaguirre, Jr. (214) 939.5500 Tax Assessor-Collector 'The Honorable Barry Puund Chairman of the Board Central Fire District Donaho Creek Watershed Dist. Bee County Courthouse Williamson County Courthouse Beeville, Texas 78102 (;eorgetown, Texas 78627 (512)358.7777 (512)869.4303 The Honorable Jimmy Martinez 'The Honorable Dorothy Jones County Commissioner Tax Assessor-Collector i East Bernard Water Dist. Ilungerford AIUD 100 Milam Street 100 MiIam Street Wharton, Texas 77488 Wharton, Texas 77488 (409) 532-4612 (409) 532.4612 The Honorable 1. J. Irvin The Honorable I. J. Irvin County Judge County Judge Edwards Under, Water Dist. Iowa Colony Drain. Dist. r Bexar County Courthouse Brazoria County Courthouse I San Antonio, Texas 78205 Angleton, Texas 77511 (512) 220-2266 (409) 233.4206 E The Honorable Rudy Garza The Honorable Ronnie Broaddus Tax Assessor-Collector County Commissir?mer Evergreen Underground WCD Jefferson Co. Drain. Dist. N3 P. O. Box 246 Jefferson County Courthouse Pear.all, Texas 78061 Beaumont, Texas 77701 (51'2) 334.2152 (409) 835-8516 The Honorable Ysabel Pena The Honorable Nicholas Lampson Tax Assessor-Collector Tax Assessor-Collector Frio Co. RR Fire Dist. Jefferson Co. Drain. Dist, #6 P. O, Sox 246 Jefferson County Courthouse Pearsall, Texas 78061 Beaumont, Texas 77701 (512) 334-2152 (409) 835.8516 The Honorable Ysabel Pena 'The Honorable Nicholas Lampson J Tax Assessor-Collector Tax Assessor-Collector Fulshear RR Fire Prev. Dist. M1 Jefferson Co. Drain. Dist. N7 P. O. Box 399 Jefferson County courthouse Ric! mond, Texas 77469 Beaumont, Texas 77701 (713) 3423411 (409) 835.8516 The Honorable Marsha Gaino The Honorable Nicholas Lampso.n Tax Assessor-Collector Tar Assessor-Collector i Jefferson Co. RR Fire Prev. Dist. Montgomery County FD #1 Jefferson County Courthouse 300 N. Main Street Beaumont, Texas 77701 Conroe, Texas 77301 (409) 835-8516 (409) 539.7898 The Honorable Nicholas Lampson The Honvirable J. R. Moore Tax Assessor-Collector 'l'ax Assessor-Collector Jefferson Co. %VC1D #10 Montgomery County FD #2 Jefferson County Courthouse 300 N. Main Strut Beaumont, Texas 77701 Conroe, Texas 77301 (409) 835.8516 (409) 539-7898 The Honorable Nicholas Lampson The Honorable J. R. Moore Tax Assessor-Collector Tar Assessor-Collector Jim Hogg Co. Fire Dist. Montgomery County FD N3 P. O. Box 729 300 N. Main Street Hebbronville, Texas 78361 Conroe, Texas 77301 (532) 527-3237 (409) 539.7898 The Hon. Margarita Vera The Honorable J. R. Moore Tax Assessor-Collector Tar Assessor-Collector Montgomery Co. Drain. Dist. M6 Montgomery County FD #4 300 N. Main Street 300 N. Main Street Conroe, Texas 77301 Conroe, Texas 77301 (409) 539.7898 (409) 539-7898 The Honorable J. R. Moore The Honorable J. R, Moore Tax Assessor Collector Tax Assessor-Collector Montgomery County AIUD k3 Montgomery County FD M5 300 N. Main Street 300 N. Main Street Conroe, Texas 77301 Conroe, Texas 77301 (409) 539-7898 (409) 539.7898 The Honorable J. R. Moore The Honorable J. R. Moore Tax Assessor-Collector Tax Assessor-Collector Montgomery County FD #6 Montgomery County FD X12 300 N. Main Street 300 N. Main Street Conroe, Texas 77301 Conroe, Texas 77301 (409) 539-78% (409) 539-7898 The Honorable J. R. Moore The Honorable J. R. Moore Tar Assessor-Collector Tax Assessor-Collector Montgomery County FD #7 Montgotnety County FD #13 300 N. Main Street 300 N. Main Street i I Conroe, Texas 77301 Conroe, Texas 77301 (409) 539.7898 (409) 539.7898 The Honorable J. R. Moore The Honorable J. R. Moore Tax Assessor-Collector Tax Assessor-Collector 1llontgomery County FD N8 Montgomery Co. Road Dist. NI 300 N, Main Street 300 N. Main Street Conroe, Texas 77301 Conroe, Texas 77301 (409) 539-7898 (409) 539-7898 The Honorable J. R. Moore The Honorable J. R. Moore Tax Assessor-Collector Tax Assessor-Collector Montgomery Codnly FD M9 New Caney MW 300 N. Main Street 300 N. Main Street Conroe, Texas 77301 Conroe, Texas 77301 (409) 539.7898 (409) 539.7898 The Honorable J. R. Moore The Honorable). R. Moore Tax Assessor-Collector Tax Assessor-Collector Montgomery County FD #10 North Bee Co. Flre Dist, 300 N. Main Street Bee County Courthouse Conroe, Texas 77301 Beeville, Texas 78102 (409) 539.7898 (512) 358.7777 The Honorable J. R. Moore The Honorable Jimmy Martinez Tax Assessor-Collector County Commissioner Montgomery County FD #11 North Harris Co. College 300 N. Main Street 300 N, Main Street Conroe, Texas 77301 Conroe, Texas 77301 (409) 539.7898 (409) 539-7898 ' The Honorable J. R. Moore The Honorable J. R. Moore Tax Assessor-Collector Tax Assessor-Collector Northeast RR Road Dist. N1 Port of Harlingen Williamson County Courthouse 964 G. Harrison Street Georgeto,vn, Texas 78627 Brownsville, Texas 78520 (512) 869-4303 (512) 544-0800 The Honorable Dorothy Jones The Hon. Tony Yzaguirre, Jr. Tax Assessor-Collector Tax Assessor-Collector Northwest Forest MUD Port of Port Arthur Jefferson County Courthouse Jefferson County Courthouse Beaumont, Texas 77701 Beaumont, Texas 77701 (409) 835.8516 (409) 835-8516 The Honorable Nicholas Lampson The Honorable Nicholas Lampson Tax Assessor-Collector Tax Assessor-Collector Oak Ridge North AIUD Porter MUD 300 N. Alain Street 300 N. Main Street Conroe, Texas 77301 Conroe, Texas 77301 (409) 539-7898 (409) 539.7898 The Honorable J. R. Moore The Honorable J. R. Moore Tax Assessor-Collector Tax Assessor-Collector Pawnee Fire District Sabine Pass Pori Authority Bee County Courthouse Jefferson County Courthouse Beeville, Texas 78102 Beaumont, Texas 77741 (512) 358.7777 (409) 835-8516 The Honorable Jimmy Martinez The Honorable Nicholas Lampson County Commissioner Tax Assessor. Collector Pettus AIUD San Antonio NIUD M1 Bee County Courthouse Bexar County Courthouse Beeville, Texas 78102 San Antonio, Texas 78205 (512) 358.7777 (512) 220-2266 The Honorable Jimmy Martinez The Honorable Rudy Garza ,''ounty Commissioner Tax Assessor-Collector I I SE Williamson Co. Rd. Dist. #1 Tarrant Co. Water Dist. #1 Williamson County Courthouse Tarrant County Courthousr. Georgetown, Texas 78627 Fort Worth, Texas 76196 (512) 869-4303 (817) 334.1120 The Honorable Dorothy Jones The Honorable June Garrison Tax Assessor-Collector Tar Assessor-Collector S%V Williamson Co. Rd. Dist. #1 Texas Southmost College Williamson County Courthouse 964 E. Harrison Street Georgetown, Texas 78627 Brownsville, Texas 78520 (512) 869-4303 (1512) 544-0800 The Honorable Dorothy Jones The Hon. Tony Yzaguirre, Jr. Tax Assessor-Collector Tar A ssessor-CoI lector Tarrant Co. Fire Prev. Dist. #1 Trinity Bay Cons. Dist, Tarrant County Courthouse Jefferson County Courthouse Fort Worth, Texas 76196 Beaumont, Texas 77701 (817) 334.1120 (409) 835.8516 The Honorable June Garrison The Honorable Nicholas Lampson Tax Assessor-Collector Tax Assessor-Collector Tarrant Co. Jr. College Dist. Welasco Uralnage District Tarrant County Courthouse Brazoria County Courthouse Fort Worth, Texas 76196 Angleton, Texas 77511 (817) 334.1120 (409) 233-4206 The Honorable June Garrison The Honorable Ronnie Broaddus Tax Assessor-Collector County Commissioner Tarrant County NWD Wharton Co. Fire Dist. Tarrant County Courthouse 100 Milam Street Fort Worth, Texas 76196 Wharton, Texas 77488 (817) 334-1120 (409) 532-4612 The Honorable June Garrison The Honorable 1.1. lr~i t Tax Assessor-Collector County Judge 'Wharton Co. Jr. College Dist. 100 N ilam Street Wharton, Texas 77488 (409) 532-4612 The Honorable 1. J. Irvin County Judge Williamson County F,NI Williamson County Courthouse Georgetown, Texas 78627 (512) 869.4303 The Honorable Dorothy Jones I Tax Assessor-Collector Willlamson County NWD MI Williamson County Courthouse Georgetown, Texas 78627 (512) 869.4303 The Honorable Dorothy Jones Tax Assessor-Collector %V111latnson Co. RR Fire Dist. NI Williamson County Courthouse Georgetown, Texas 78627 (512) 869-4303 The Honorable Dorothy Jones Tax Assessor-Collector 1 I APPENDIX B SAMPLE ;MAILING INFORMATION ; v~ 1 HEARD, =03AN, BLAIR & WILL~AM9 'r t. f wf •1e f1 ATTC/sC Tb A T•.AW 1•/10.10 T1i •0wllr . OCNT/•. .IV10 -CA-RC JA' • O. 10R rflf ~l"914 0 t. ► arNp w .QYN ■ OpQOfN, 0i 07N Age.* 1411 YC1wAl♦ CT ICIT "44 13 1 / 026136&91, n Iw„/w $6414 PR :r 'f+0OM1O L. wyIL lIA OI /LAIR Q1NTeN, Tf1A/ 10101 •AT01CK C. It1NAy 161 N. NI66IAY/ 40 A9fA CODE 111 1111CCA S. /UfTAMANTI .IQs 6. PUTNCAN,/JO. 1I6COMON1 011•6640 M61 8141 OCAVIC IL-OTC ,PC 1►YA44104 AT or ,N►/T,AAN UGM■1e /TR 914R 1 pi July 1l 1990 %A01 G. WA VS ATTOr C, NAr RiClO 140, A. NCRRYINr COMIN T. YCCK1 COA4698 M. 11110, •ONA N. ♦2406N 1 .iv goo C CANALIO OR c0uN0fL OLANZO OARCrA ACCOUNT NU"ER reNA1p R, eK/~Nee1 ~ 920000063 DENTON CENTER TEXACO C/0 DONNA DIXON P 0 301 2134 DENTON TZ 76202 Dear City of Denton Taxpayers Our law firm has been retained to institute forced collection Mica to collect your delinquent taxes owed to the City of Denton Tax M on the above referenced account. This letter and the detailed tax statement enclosed are your notice that these taxes are delinquent and have been turned over to us for collection. You must make payment within to days from the date of this letter or face foreclosure proceedings designed to satisfy your tax delinquency by selling your property to the highest bidder for cash. upon filing suit against you, ve, will request of the Court that you be required to pay all related costs, including attorney's Lees, in addition to your delinquent taxes, penalty and interest. In order to avoid the above proceedings with associated costs and inconveniences, please return the enclosed statement along with your check payable tot City of Denton Tax Department 216 RR llcxinneYp Denton, Texas 76201 It you believe this statement to in error, or that you are entitled to an *14wption, or if you do not own the property, plea// WM~ this law office at P.O. Box 15270 Denton, Tesas 76202 and supply the Ae QMj Nc=Z along with your comisentsl Sincerely, HZAAD, GOGOAN, BLAIR 9 WILLIAMS 0 aver S. Heard, Jr. Attorney at Law 04Hrld Snelosure RETURN THIS STATEMENT WITH YOUR PAYMENT MAKE YOUR C4CK. YONSY OnER 04 CASKVS MK PAYADLE TO CITY OF OENTON MAIL PAYMENT TO 180000063 CITY OF OENTON TAX MICE 218 E. MOKINNEY OENTON. TEXAS 76201 9E SURE TrnS ADDReSS SHOWS IN QWELOPE WMOW I i OYNTON CLNTIII TULADD PROPERT! DESCRI7TIONI i C/0 DONNA DIKON 906 UNI7EIt M DR v P 0 DOX 2134 FUJONAL PROPERTY - SERVICE S- ix 16202 ATION LOCATIONI 906 UNIVSR8IT MRS BASE TAx WENALTY 4•-AlmoST Y~ O16 1 PAID 178A....,........» ......7.~.~~..??,... ?.,~...T...... ....4i7r90 9.4l.._....._, 4P T~Z!!r Jill PAY THIS AMOUNT ~rr~Nr~~rr~r QUICK PR08LEM & REFERRAL CHART PROBLEM WHO TO CALL a,al .r+.',!d a!ilk J.rl tiff ~1tce re30v Palo ldlkl7 13lk l'3ci'aor P3ynet TafGr+ceea'd cogaf' fila r 1 Nil INFORMATION •dnfFit .r,.nt . !..,3 1 3.e aop'1 Sa 9 sir cl about rFoCralal District rly 43Le Dppra131 DrSInCI ~I D!'nd errrdlkel Heard Gdggan aar s YOUR Wdrl Talk Laesml Heard Goq,ln Ala'r S N 3' PROPERTY TAXES PAY YOUR TAMES NOW... DON'T WAIT FOR A LAWSUITI If You do not make AreArpements to pay your flies now YOU VI OE SuEO and COURT COSrS ARE E>tPENSIyEI you as me prCperty Orrner may be rHoonSItil pat Only lot Ihl folk penary and rprllelr but aria toll 'Clerk feet 'sheriff refs 'dbstrapar feel 'pubflCAtion fees IF A SUIT IS FILED you and btner Cartes wan an interest In me properly may be n011hed by Crlal'on by me Snehll s 011:Ce Constable S Off ice dr other process server The v*yw!ades'pnld ro foreclose the ue run or me proderry PrOyIdN ly 'a par re I properly talkq and to bbliln a persopal ru'; 3,i aprndl 1110 dellrGent lalkpay/r. $I1Nr 401911, Eleb a WIIHemi AtlprMyl m Llw / PAY NOW r OA PAY MORE LATER ItHeard, 00991m, Bleir 6 wdnams 1994 900 MCAE INFORMATION you may obtain A free p&IClllon el'lea Tolliver Alelll, mimwlu a Regmilkit!el tram your IDCII Ulk office Me panpi Contrel infolmaPan aboul Clow', ':yes ' ~?u Cr wean Goggan /13u a Wnlilml. haul a Copy M $papllh, p1fa31 tall lM phpne nump!r !-r. ;:ed Iledwrt0 elrefor19001202.0144 11,1111 as!oUntl'1a,a'do': r: e f"r "l 'e' en ,;pnI1 M1 M'IPi cI All yeN I Pill lobs ean4eMH of / {u; {IAYh'D' f{a ar InCIIIIpal IN HW 0111tH Of Heard Oaggm $ia r S /f "l euI/hen{1111mlY narI a'IkrrH'/1'744•an0'Mr'o •"l.'1 :Hal rdN p/Dl ty 141 lore Ire ii 1' fle/IX'd I I / 1 Mfir e Goop In 1 f S AV Iill lm1 11 wall NJ 41 NM Ilan In al IitJ /I1~ Texas u lnl pro Dlrll yI pCllrnm fnl In Into upwer r i t+xil ►nl rnlormarian inn Inq pamdhlll q mlenad to 17 nelD answer tr \`-~I/J{ questions mast Irlpclnlly al by Illplylrl lJ l puesllanJ should of fins to your ttlorney QUESTIONS MOST OFTEN ASKED BY TAXPAYERS PROPERTY TAXES ill rl 1 never naaiveo 1 to$ 311141111111117 13, '.na a^I'J 310 Inln "a I Who can [ivy property tlxea? ;)rr?Et Id,r a h,g aac'!Ji ' •Counhee 'CiDes Whit II 1 alreldy paid my tens) '5c°011 Csl'icls •~7'2 n 5....,,5 '!3.i jr;~r ~i!!ni,r 730r!a JI :I :J"r?v7 :'P.• . •HDS: 'Li : i" :'S ,.~,JI d'1 S?, ]^7f^. . t. I . 'P)11 S F 800 OiSV,C1S no 'Gbl If Dill CIS Whit II flCliyl 1 dlhA 'Carer Sp!c al S+Str CIS Dosed to be Dail by Salle J rY title tnJt ire Sup. r my mopa li r )ly vow de!mouen.lal and cl,lace rou' Why are you lazed? dr r? mbursenerl r lour laa dddare bFOvidE lundl for Whit d I rxerve a tea bill lot properly mal l have 'ill for ates 'AutiIIC Heaitn Care InUO aI19 I sold the properly? 'Educa4an nJ )IJ Ine Appraisal O S e IC re lol II 'Streets 8 Oram lg! Y Cra•" ! h •llce Fire Protection :Co CSysttms am I eualdlel for a err eximplion? l Programs lot me Handicap taumavbe buaflheofor atax exeaoa)^ar, •Programs lot Ine Senior Citizens t 'Lit rat as 'YOU are a homeofi lr and many other services 'You are 65 and over 'You are disabled What is wabio? 'You are a disabled veteran 'land 'Homestead Mall oe I apply fly a ere 111mollonl •Bwldlogs `801111 equipment 6 Fdl out an application l om your Appraisal C,slr;l 3.; A rp4nes Supplies It Mill January 131 amid April )0th of Iry "dmerals 'vessels 'Moti'le Hornet 'Automobiles Whit 111411111 111 h III have flied tanlruii Ind Ihll ;40 :moue,) When are a:u due? inert Sena A copy of the Barlrupfcy PedLon Ia -a Teel must to paid on or belie octohw 1 NduembK 1 or and Heard Gol Blair S Wdblmy Oeclmbw I during the of it they aria assessed, 'tUlxare dlhnqulnl1101 February Ill ,lil lay and illRllt VMa IMWOW it ill &I IIit At Say to"Allal) charges aft Inen added to your lax bill and 1 lag hen t a«a:hed to your properly 1104113011. you Must provide the &I tax office or Heart ? s! Wdtilmt stoo}otypueoffice of H o r 3' a, a If (isle Are All pled by JNnI MAIL. yee Ire thM aAKa11 In IOeltidMl for a paynNlll onangeminl plan to Mabee you Id tell peMlly IK the tllletlllrl M yew 4wimum HILL quest tax penalty Ind Interest hl ,rp, wl!.an Coll i1•! open! a10IE/ emir aenldlrlell l/Wathlugr r lilttxlNtx 1)r:1 IaY'Iaa'0u111~ a'1)p Jopil,!61 an:anq,^Jrlr.1 1'orIM A^r IneHYma/ Marl vapid me reMrle to Vof ll'arnlr'a aQr¢tJ^y ii lsH'/nlrlu'lrnirehoea:l- 4!.'1 !Ir!td p10oil too aenll Ill lynl Mo!Kfll 1^/u4 VOW 1,100tilr'it +ynil 1'/'u"r i N j APPENDIX C MEDIA COVERAGE E i l DENTON RECORD-CHRONICLE JULY, 1992 R-Pages 11 4 sections Vol. 88, No. 352 Taxmayi says payment d e u i Law firm after $1.8 million in late tuxes for city, schools By Laura Lambeth medlately." Sf"d1° The school district routinely The time has come to pay the collbudgetectiosn for about 95 percent total taxmen. . I'bis "strong suggestion" Is on its DIED tax Office manager Kathy wa~y to residents with overdue tax ArrT 'n seld lest month that she bills from Heard Qo an Blair do ulfaint dead away it we ever Williams, the law ana that collects cbThe l w our tax mou" am, taxes for the city of Denton the lawsuitsfor delhnqu asyy.t taxes lIn County Education District ani the Denton County each year just began Denton Independent School District. collecting ta:ee for the aool district More than $1.8 million remains in January. uncolla&Ad fom 3,833 tasysyere. lbe The lawsuits seek to foreclose and pity of Denton if $III r.Wbiting Bell pproperty for delinquent tuxes, 0800,000 in taxes and the Count penaltiesandintersetdue, Vducation District and DIED is sA The firm boasts a "vary suoms"n ebNrtthsother=1. n. selsure program to collect I""bom Aggnssin eoliecti lectl00 efforts are buatnesses, which an rasporvibls &r ' betas taken to ensure Ali citisens pay all costs incurred to initiate, the ,t their fait share," reads the notice beirure - including shsrit5'e *0 and a from the firm, which keeps 13 percent moving and storage coats. A 4~f i„ oftbe money collected as its fee. gwAl governments depend on the The frm's Denton oalce is at 328.0 firm's conunitmont to collect delin• E. McKinney St, guent Lists to pay for public services. For more information, call arm "We encourage everyone Who oQlce manager Deborah Pattoo, at receive' a letter to respond lm- 383-4460 or 140441-0960, r 1 'r)Qnr011 R!aird C'IrronlrlNWCdnctd+ty, Srplrntlrct 2p, i Suite seek payment Of taxes s~ r*almei Ndaee ShIR Wrrtrr I,eWeUIll were filed agolrat 11 &nior ciWetaa, aced PP and older, Iocal bualneea owner on s* 11 for tnaY Droleei 1Jlelr ased 03 an a H/,hN In deJlnrqptasr~~ c!ty baatnese b rNi+rl wwwl,~rc ybits. soils Y fill" defer"I atfftylts. 'this 7h* ty doesn't No llwwltr., the erfederll troy oNY be oblslned at (ho all do DOMOR C"lralI A t hat t)Ist so dell" taxpeyKa 7911 MorNdt, rkl, should conba 'I the alwooYP," pW vie ttchnsidsr , tyentat's city tai collector, Joe F~er~lqthe, IM d6+trlel's dlnctaK Tea WIN way aM OW last October, sdmtraNtrslion, explahasd that the M nplatoW. addbns Met lots notlceai Ilsb(Alltss art ad lorstven bW lash were "M WA In E'oomry MW May, wa W bsleub to ec'erw and BY state low, the dsit4uenl aceeur► to a lawsuit If the wen tnraed over to attorneys on JutY punt yIs to k a o da ' ' TM 1 M wlal treiriiq "Icted anddoetat~ Utetr a " IAwwap9 an filed act a IM resort, Ma.d, but are a mart It Lhwr tasso,,, utd yMPr , 'rY Ta~paeras Mho have , "ll"Ist Mena,fer of !heed, devse, otN n tA! taK fly" ul~7p may slaty li ItrlOwne Ilan law 11rrn n• U"M U111 WORM. 'lime la>,payere ' fabeloanamtoKift"W, AccorNart~~ Is We nM, thla week U IT levzo wo be nw a Ins b collect 1toa,Tn la ttaak tt xMrQ prealrut rotate an No - TbW laeufla are MherlbW.Wa f~ to '0"19 fift of a tU1 Putt C Mtr a "Uri cost 4bfla ?M Ibat to at$" Colo ft Prlntuue Petd, ! OT IIla M MIs clue, Pa POW OWWO" to" row Is (W1%ftW1tWtq to 84 a 110mil km b*N IABIDenton Record ChronlclefSundny. September 44. 1989 MMMWMMOBO~ City sues 36 delinquent taxpayers '!1K e1t~ d Ihnloe~ ux.1. teres~s Irw fUed nat.~~ "'M - - owom to eou"t ~.IM~e ge,aoe m deUrqz w. pel I AM' e/erd f w *0 to a W" &me*& Hurt aafr #A No, dw in mom of thOlf proporI "1h tM.ot!. ~f Iletiil uw bnobewe~, bN 11I M w do Mkol dam for 1rWr M ~ Ikeet. ~Id le ~x~ rdnw. "R~oueel •lav bubwn a but tbo"M IM Warodar.WeNd wd s dm tawgo tMI NK Nmrarlas asuioDIMeek f tAw"M #A ill well Nn M IpOWN nOm~ n1 s#rat+R oven ww rwdtN 6* wtko Is Ag4ok dsd~lloltMlM b1WIMMUI, a" brw wd NIN"R More, " MW "to ow"t ft wadldrtiv 1'1rd~rd~bttsn>titi bon wet M w aspoten +rbu ~ dew of rw,t'a b irrr~nl IesM. .ratty a W4 ror* M n~f1 eIM eeoa tied lhn~ opuli4tfndkg a h"Wk be hopy.M wM Mlw e q4W onowde raer__mot M64M . Ul wwn Rxwd.Chr% kTrW&y, July M. INN Local/State AY111~1 W 6yYW1. Campaign warns delinquent aYers of si~its !w it Two tr liM sin Sr is Lslluy Slsi iil at $4YiYi e a e:i W66 W Aih~rd at aal* ' is "a"" lw40 h4~i~s ob wr ddli~liY Yq1 tlq art V bWu ~rM~ iY err Y ILListlCyiY ilY Yui. Olsen J* taM W Ms iil IiNd NJ I~sils Yr M elq 1 Dwlr Yw ar V awd w W celled Yeei d Ola! Nr Iy 1/ii W Y or dYNe, tfti ~ lYliy wdY + ~My W OiNd rM WOWS Nwf m ow InW~ enYnyelFliwneYpyeerr ~4 YariY ~1 Yqr rM WA M dN M r1 W y aers 1Mar" OYK s~s1 Y IIi elty awlrl Y ~anl d leW JIM YeOeser,W Yna i i+Yr■ 1! Me rll r p ri i Ywr Jr. d w be am d Yrr4 pa Miri1 ~+r iR~Mri dlm-"r of 11.i.c, ,W. 1fi +tlr vyi' Iw eeeo ar d di MOIK>rlsOr/~~MwA~ O~~ IrksillAl~inisiK Dins, DPWAN6, K No" W Y ~irasi Y lib Yglrit Ygeyen pe} I I i UXAS pit ESSCk.Il'I'IPIG 11UxfAU DALLAS I ,uAh,hrJ 1V11* Denton, Texas Record chronicle (Cl k- 0 it, 395) re 4 o'- Coun to lire collector ' happenu►g touch of the dficex," lhwilght the person would more than pay Delinquent fees, James VE'c~ coin y .udilor, mid fits for lhemelf with the lee: end tales col. oftw.v W00% kra r exactly hnw much In lactic. a fw or (UM h acweuy owed unW out „ fiw LncreasLye~ it wiU genera1y not have an affect on Week. 7be person that w0f be added will be the k4ei. Decaute we do feel firmly that ilia e responsible troalais fea r am fin re ~ 8urgaeu~ h oe ~o~ cuts to have WM here,more Brevenw urgess did ant know yet bcw tousciion would SAW. to an dfort to Collect an Incrmsing work, biat It was posalble that an ouWde While encl. figures for the overall court number of dehinep" lulu and fees exdioctleo agaay guy have to be hied m sy"a are ant available. ON part of the ameeleted with county government, a oonbachal basis Wells mid that 1100 system, the fees associated with Coady Comnairioners have decided to aootbr e was to have al do BMW bulth commitments. portrays Use add a pesos to Na taouiity Auditors Of. approved by N0eotrt wbereby a pe»oo Wad of eYyanq that can accumulate lea to trtelt and collect fir and f um. could be ordered te sitter pay or be boas delingwd fur. Data CPA* Judge Vic B rpse sald Itwatesedwith aabalatayisJall. pare Calemao, mints) Owes cone W praWem laed bees buddlog for about a "We're looking all other earMNa and da mi. aafd Fliday that the county li year, ails the cumber Of dalingtant fine what Isay're doing to cake eoiloctW" IlMwt~Ideakrsedfor only ,bout 10 ; ismi sr paywM L umbing to a poiol bailer,,' burew said. "We'll start to poroly 41 what It spendo on minmilling Wklab ooao Aft bad k Fe's OWWDt the mm" *UW al the ps%* fr hwUmnl for menu] Wness. oes. be 1W e olu>ty clerk is raepoeaibk for ms fleoa ooaechiall tar ballet Way; to do By law, Oalsom aid, the county haf the ee tlgeUeg a lot of the loge," Burgess mid, The saw atatlperaon wW ant be hind r gr to bill aq the pion rM reason "but we rea~ll seed a c of the Pe+mk tSkaa Ly. Part ol the reason Y heerloghalue to udsl aaandima ter Gc41, begiasfiig E tae, role d fryments, Colertuo said, bsop back W all of ON" feeo In the of the e~asety's tiwl year. Wells mid. Dal many to (am" have v courts. We have to law a good ABbouO u addihoal Perim will cost ed an U rdr resources by the tune the eyat" he beeping trick of what's Ibe Oki* Mft meow, BWOU 14114 he eouaty bee mas lavotved. f Ir i i I APPENDIX D STATISTICAL REPORTS r I 1 CITY OF OENION DELINQUENT TAX SUMMARY PAGE I DENSJ2 04/05/93 ALL YEARS P61 AS OF 04/99 ALL PROPERTY TYPES UNDER SUIT RANGE ACCOUNTS YEARS TAX TAX S PE ACCOUNTS YEARS IAA TAX 6 PI 0-200 1,868 2,814 147,829.03 289,314,17 119 246 13.67375 24,040.57 / 200.1000 565 2,180 243.123.82 451,761,54 184 858 92,623.93 170,515_47 > 1000 148 688 589,274.44 1,048,094.85 87 502 226,905.09 424,617.71 III TOTAL 2,581 5.682 980.821.29 1,189,170.56 390 1.606 333.202.67 619,173.75 OENSJ2 04/05/93 1991 ROLL P61 AS OP 04/9J ALL PROPERTY TYPES UNOER SUIT RANGE ACCOUNTS YEARS TAX TAX 8 PI ACCOUNTS YEARS IAA fA•. M it 0-200 588 58B 44,766.36 65,381.38 124 124 11,439.47 16,797.44 200-1000 169 169 681532.92 100,092,46 60 60 25,263,90 36,898,00 > 1000 31 31 89,573.13 130.821.59 10 10 20,131.97 29.402.74 TOTAL 788 798 202,872441 296,295.43 194 194 56,835.34 63,008.18 , LENSJ2 04/05/93 1991 ONLY PSI AS OF 04/93 ALL PROPERTY TYPES UNDER SUIT RANGE ACCOUNTS YEARS TAX TAX 6 PI ACCOUNTS YEARS TAX TAX 6 PI 0.200 279 279 22,057.19 32.214.52 20 20 2.193 20 4,079.46 200.1000 79 79 31,831 20 46,489.51 13 13 5,357,06 7,824.01 > 1000 18 18 48,171.45 70,363.20 1 1 1,027.65 1.500.89 TOTAL 4•• 316 316 102,065.84 149,067.23 34 34 9,117.91 13,404.36 I I I CITY OF DEN TON UELINOUENI TAX SUMMARY G'A GT 5 i DENSJ2 04/05/93 ALL YEARS PSI AS OF 04/93 REAL PROPERTY UNDER SUIT 1 RANGE ACCOUNTS YEARS 74K TAX 6 PI ACCOUNTS YEARS TAX TAX 6 PI 1 0-200 226 436 20,320,52 32,569,15 33 81 4,015.82 6,642.46 1 200-1000 246 1,367 $17,659.16 194,237.14 75 575 40,331.41 77,489.02 > 1000 78 480 208,328.21 360,335.80 45 374 119,869.40 2tG.218.45 / TOTAL 550 7,283 341,307.89 587,147.09 153 1,030 164,222,G3 2'3'.,.149,9] i OENSJ2 04/05/93 1931 ROLL PSI AS Of 04/93 REAL PROPERTY UNOFR SUIT RANGE ACCOUNTS YEARS TAX TAM 6 PI ACCOUNTS YEARS TAX IAA S PI j 0 200 316 316 26,209.21 38,278.71 B2 82 7,417.73 10,833,70 200-1000 132 132 51,988.60 75,929.46 41 41 17,184.88 25,098.58 s 1000 20 20 53.776.16 78,540.14 7 7 $3,716.$9 20,032,49 TOTAL 4E8 468 131,973.99 192,148.31 130 130 J8,318, 80 55,964.77 DENSJ2 04/05193 1991 ONLY PSI AS OF 04/93 REAL PROPERTY UNDER SUIT RANGE ACCOUNTS YEARS TAX TAX 6 P1 ACCOUNTS YEARS TAX TAM 5 PI 0-200 116 116 10,882.91 15,894.52 10 10 1.437.54 2,099.53 200.1000 56 56 22,287.71 32,551,22 4 4 2,027.70 2.961.47 > 1000 II 11 32,093.89 46,873.15 0 0 00 .00 10fAL 195 IBS 65,764 51 95,318.89 14 14 3.465 24 5,C61100 i I I I CITY OF DENT ON DELINQUENT I A X SUAMAIlI PAGE 3 OENSJ2 04/05/93 ALL YEARS PSI AS OF 04/93 BUSINESS PERS. UNDER SUIT/ RANGE ACCOUNTS YEARS TAX TAX 8 PI ACCOUNTS YF ARS TAX TAX 8 PI 0.200 578 902 31,539.11 74,494.20 59 115 6,104.20 11,511,22 200.1000 219 496 100,420.56 196,221,37 97 246 48,378.72 91,441.01 1 > 1000 65 193 370,678.98 666,231.89 42 128 107,035.69 208.399.26 TOTAL 440 862 1,591 508,638.65 936,947.46 198 489 161,518.x1 311, 351.55 I ? DENSJ2 04/05/93 1991 POLL PSI AS OF 04!97 BUSINESS PERS. UNDER StriI I RANGE ACCOUNTS YEARS TAX TAX S PI ACCOUN15 YEARS TAX TAX 6 PI 0.200 137 137 7,888,73 11,521,51 24 24 2,450 20 3,578452 200-1000 36 36 16,276.44 23,771.76 t8 18 7,811.14 11,408.18 > 1000 11 II 35,796.95 52,281.45 3 3 6,415.78 91370.25 TOTAL 184 184 59,962.12 81,574.72 45 45 16,677.12 24,356.95 DENSJ2 04/05/93 1991 ONLY PSI AS OF 04/93 BUSINESS PERS. UNDER SUIT RANGE ACCOUNTS YEARS TAX TAX 6 PI ACCOUNTS YEARS TAX TAX 6 PI 0.200 91 91 5,225,49 7,631.84 B 8 1,117.43 1,632.00 200-1000 20 20 9,275.61 13,547.05 e 6 3,06t.48 4,471,30 > 1000 7 7 16,083.56 23,490.05 I 1 1,027.65 11500.89 TOTAL 118 119 30,584.66 44,666.94 17 11 5,206.56 7,604.13 CITY OF DENTLN DEL INOUENT TAX SUMMARY PAGE 2 A,L YEARS PSI AS OF 04/93 DENS42 04/05/91 M UNDER SUIT TAX FAX 8 PI ACCOUNTS YEARS TAM TAM 6 PI RANGE ACCOUNTS YEAPS 3,553 73 5,886.89 0-200 1,063 1,175 89,849.32 192,075.44 27 50 200-1000 100 817 30.644.10 61,303.03 12 37 3,907,70 6,585.38 IS 10,261.25 21,527.16 0 0 00 .00 > 1000 5 7,461.43 12,472.27 TOTAL 400 1,168 1,807 130,760.67 264,905.61 79 B1 1991 ROLI FBI AS OF 04/93 OENSJ: 04/05/93 M UNDER SUIT RANGE ACCOUNTS YEARS TAX IAK 6 PI ACCOUNTS YEARS TAI TAM 6 PI 134 134 10,548.34 15,405.78 18 18 1,571 i4 2,275.22 0-700 1 1 267'8 391.24 2001000 1 1 767 BB 491 74 o 00 0 :7 iO 00 . 1000 O 0 10,816.27 15,797.02 19 1S 1,839.2 2,686.46 TOTAL 175 175 $991 ONLY P61 AS OF 04/93 OENSJ? 04/05/97 UNDER SUIT M RANGE ACCOUNTS YEARS TAX TAX 8 PI ACCOUNTS YEARS tAM TAX 8 PI 239.21, 347.93 0-200 TI TI 5,828.71 8.512.78 2 2 1 767.88 391.24 1 1 261.8E 391.24 200.1000 0 00 00 0 0 OC .00 > 1000 0 3 506 11 739.17 iOTAt 72 72 6,046.59 8,90/,02 3 y 1 t' 04/05/93 CITY OF OENTON ALL ACCOUNTS APRIL 1993 1991 1930 BASF TAX BASE ♦ Pbl BASE TAX BASE ♦ P81 989 1988 8 PRIOR BASE tAx eASf t Pbl , BASE IAM BASE • V6I %%XX 200 41,463.64 60,557.76 103,946.77 166,162.21 110,677.68 192,191,74 138,561.53 219,373.28 XXXO 54 9,053.41 13,227.55 10,554.40 16,871.21 10,892.75 18,915.35 XxOx 10 518.71 757.61 496.00 792.84 0.00 0,00 %X00 131 46,567.48 68,041.01 34,(08.30 51,362.74 0.00 0.00 771.20 1,571 96 AUX 0 XO%0 1,117.86 1.637.64 .00 0.00 0.00 0.00 0.00 0,00 1,059.32 1,839.51 3,778.99 7,969.44 1,876.72 2,740.95 0.00 0.00 2,O1B. 85 3,505.74 AMA 3 188.75 275.68 0,00 O, W 0.00 X000 376 102,055.84 149,067.23 0.00 0.00 0, W 364,81 729.79 0 00 0.00 0. 00 0. W 0.00 0. 00 ' SUB-91 las 202,872.41 296,295,43 149,007,47 238,188,50 124,648.60 216,452.34 147,426,53 289,647.47 Ox%x 28 0,00 0.00 5,211.78 8,331.04 4,916.06 8,536.18 12,175.57 25,998.8) OAAO 48 0.00 0.00 8,214.07 13,226.09 8,975,27 15,585.55 OxOx 5 0,00 0.00 308,68 493.42 0,DO 0. W 6.00 0x00 83 0,00 0.00 540.71 1,126.76 0.00 16,403.41 26,220.80 0 00 n,00 0.00 O 00 SUB-90 164 0.00 0,00 30,197.94 48,271.35 13,891.33 24,122.33 12,716,28 27,125.10 OOAA 132 0.00 0.00 0.00 0.00 14,204.77 24.666.67 29,651.82 60,318.47 00X0 121 0.00 0.00 0.00 0.00 19,046.60 33.074.79 0.00 0.00 SUB-89 253 0,00 0.00 0.00 0.00 33,251,57 57,741.46 29,651.62 60,318.47 COOK 1376 0.00 0.00 0,00 0.00 0.00 0.03 241,163.34 531.008.1t TOTAL 2561 207,672.41 296,295.43 179,205.41 286,459.85 111,791.50 298,316.13 426,957.97 908,099.15 I~ lot 04/05/93 CITY OF OENTON REAL PROPERTY APRIL 1993 I~ 1991 1990 1989 1988 B PRIOR BASE TAX BASE ♦ PSI BASE TAX BASE ♦ PSI BASE TAX BASE A PSI BASE TAR BASE ♦ PSI XAAX 161 30,338.18 44,209.03 29,985.98 47,932,70 30,324.20 52,657.93 73,176.39 154,085,18 I XXXO 40 7,932.14 11,584.95 9,482.24 15,157.37 10,05$.54 11,46t.51 0.00 0.00 XXOX 8 457.41 668.08 437.38 699.14 0,00 0,00 535.54 1,060.58 XX00 62 25,087.38 36,640413 17,617.92 28,162,23 0,00 0,00 0.00 0.00 XOXA 4 967.57 1,413.14 0.00 0.00 689.97 1,545.44 3,033.35 6.471.38 XOAO 6 1,840.81 2,688.50 0,00 0.00 1,949.60 31385.48 0,00 0,00 XOOX 2 85.99 125.59 0.00 0 00 0.00 0.00 78.48 147.10 A000 1115 65,264.51 95,318.89 0.00 0. W 0.00 0.00 0.00 O 00 SUB-91 468 131,973.99 192,748,31 51,523.52 9t,951.44 43,219.31 75,050.36 76,823 76 161,764,24 OXAX 11 0.00 0 a) 859.31 1,373.60 1115 04 1,415.35 1,420.50 2,793 66 OAAO 5 0.00 0.00 1,056.45 1,688.74 632.32 1,098,03 lCA) 0,00 OAOX 0 0.00 0.00 0.00 0.00 0 .C0 0.00 0.00 0.00 0X00 17 0.00 0,00 6,525.82 10.43t 52 0.00 0.00 0.00 0.00 SUEI-90 33 0.00 0.00 8,44}.58 13,493.86 1,447,36 1,513.38 1,420,50 2,793.66 WAX 9 0.00 0.00 0.00 0.00 2,111.69 3,171.14 5,418.20 (2,490.55 OOXO 4 0.00 0.00 0.00 0.00 747.56 1.298.13 0.M 0,00 SUB•19 43 0.00 0.00 0.00 0.00 2,919.25 5,069.27 S,4i8.:0 12,490.56 OOOX 36 0.00 0.00 0.00 0.00 0,00 0.00 12,120.42 29,267.02 TOTAL 650 131,913.99 192,748.31 65,965.10 105,445.30 47,585.92 82,633.01 95,182.88 206,345.47 04/05/97 CITY OF DENTON PERSONAL PROPERTY 4`!E APRIL 1993 ` 1991 1990 1989 1988 8 PRIOR 11 f BASE TAX BASE ♦ PSI BASE TAX BASE • PSI BASE TAX 815E • PSI BASE TAR BASE • PSI XAAX 23 10,179.76 14,867.52 73,066.49 116,783.99 79,499.89 138,051.53 63,278.38 121,088,97 AAAO 4 301.25 439.97 288.06 4FO.46 124.12 215.54 0,00 0.00 XAOA 2 61.30 E9.53 58.62 93.70 0.00 0"00 235.66 514.38 AXOO 33 18,634.08 27,215.08 14,011.05 22,396.66 O,CO 0.00 0.00 0,00 XOXX 2 62.40 91.14 0"00 0.00 129.69 225.20 124.34 233,08 XOAO 1 35.91 52.45 0"00 0,00 69.25 120.26 0.00 0.00 AOOX 1 102.76 150,09 0.00 0.00 U-00 O, 4>0 286.33 582.69 X000 118 30,584.66 44,668,94 0. Do O.O0, 0.00 0.00 0"W 0.00 SUB-91 194 59,962.12 87,574,72 81,4t6.22 1.19,734"81 79,822.95 138,612,53 63,924,71 122,419.12 OAAA 13 0.00 0.00 4,129,54 6,601.09 3,890.58 6,756.00 10,126.86 21,867,96 OXAO 22 0.00 0.00 5,428.12 8.676.86 6,653,87 11,554.44 0.00 0,00 OAOA 0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 OA00 37 0.00 0.00 7,703.88 12,324.20 U.00 0.00 0.00 0.00 SUB-90 12 0.00 0.00 17,267.54 27,602.15 10,544.45 18,310.44 10,126.86 21,867.96 OOAA 64 0.00 0.00 0.00 0.00 7,747.12 13,452.92 t6,685.63 32,852.92 OOXO 47 0.00 0.00 0.00 C.00 10,492.76 19,098.90 0.00 0.00 SUB-69 111 0.00 0.00 0.00 0.00 19,739.88 32,541.82 16,685.63 32,652.92 OOOA 495 0.00 0.00 0.00 0.00 0.00 0.00 144,148.29 315,430.99 TOTAL 862 59,962.12 67,574.72 104,683.76 167,336.96 109,107.29 189,464.79 234,885.49 492,570.99 r , 04/05/93 CITY OF DENTON ALL ACCOUNTS APRIL ,1993 COUNT BASE TAX BASE + P31 xxxz 200 394.651.62 698.284.99 xxxo 54 30,500.56 49,009.11 xxox 10 1,785.91 3,125.41 xxoa 131 80.595.78 122,403.25 XOxx 7 5,906.17 11,441.59 xOxO 7 3,895.57 6,246.69 xn0x 3 553-56 . 7 X000 5 376 102,065.84 149,061.23 SU8-91 788 619,955.01 1,040,583.74 OXXX 28 22.303.41 42,866.66 MCI 48 17,249.34 28,811.64 OXOX 5 849.39 1,619.68 0x00 83 16,403.41 26,220.80 SUB-9o 164 56,805.55 99,518.78 OOXX 132 43,856.59 84,985.14 00X0 121 19,046.80 33,074.79 SUB-89 253 62,903.39 118,059.93 I OOOX 1,375 241.163.34 531,008.11 TOTAL 2,581 980,827.29 1,789,170.56 I 04/05/93 CITY OF OENTON REAL PROPERTY ARIL 1993 COUNT BASE TAX BASE + PEI xxxx 161 163,824.75 298,984.84 xxxo 40 27,469.92 44,203.83 Xxox 8 1,430.33 2,427.80 xx00 62 42,705-30 64,802.36 XOxx 4 4.890.89 9,429.96 xoxa 6 3.790.41 6,u13.98 XOOX 2 164.47 272.69 x000 185 65.264.51 95-318-89 SUB-91 468 309.540.58 521,514.35 OXKX 11 3,094.85 5,582.61 Oxxo 5 1,688.77 2,786.77 OXOX 0 0.00 0.00 0x00 17 6,525.82 10,431.52 SUB-90 33 11,309.44 18,800.90 OOXx 9 7.589.89 16,261.69 OOxo 4 747.56 1,298.13 SUB-89 13 8,337.45 17,559 82 o0ox 36 12,120.42 29.267.02 TOTAL 550 341,307.89 587,142.09 I I I 04/05/93 CITY OF DENTON PERSONAL PROPERTY APRIL 1993 COUNT BASE TAX BASE + PEI r xxxx 23 226,OT6.52 390,792.01 xxox 2 113.43 1.115.97 xx00 355.58 697.61 xxxx 32 32.645.13 49,611.74 xoxD I 316.43 549.42 M XOOX 105.16 172.71 1 x000 111 389.09 732.78 30,584.66 44,668.94 SUB-91 184 291,126.00 488,341.18 Oxxx 13 Oxxo 22 12,08 61.99 20,235.30 OXOX 0 0.00 0.00 Oxoo 37 7,709.88 12,324.20 SUB-90 72 31,938.85 67.780.55 OOXx 64 24,432.75 46,305.84 OOxo 47 10,992.76 191088.90 SUB-89 111 35,425.51 65,394.74 OOOX 495 144,148.29 315,430.99 TOTAL 862 508,638.65 936,947.46 I I I i APPENDIX E PROPOSED CONTRACT r--r I i ► y CONTRACT FOR TIM COLLECTION OF DELINQUENT TAXES THE STATE OF TEXAS COUNTY OF DENTON I THIS CONTRACT is made and entered into by and between CITY OF DENTON, acting herein by and through its governing body, hereinafter called t? e City, and HEARD, ` GOGGAN, BLAIR & WILLIAMS, Attorneys at Law, hereinafter called the Firm. I i. I The City agrees to employ and does hereby employ the Firm to enforce by suit or I otherwise the collection of all delinquent taxes, penalty and interest, on behalf of the CITY OF DENTON, within the CITY OF DENTON, owing to the CITY OF DENTON, provided current year taxes falling delinquent within the period of this contract shall become subject to its terms on the first day of July of the year in which the same shall become delinquent except that suits and bankruptcy resolved before the first day of July must include current year delinquent taxes, which are also subject to the terms of this contract, The City may at its sole discretion turn over to the Firm selected accounts for collection prior to July 1. The City agrees to pay the Firm as compensation for collection activities on these accounts, including tax warrant seizures pursuant to which this compensation is a cost of seizure, an amount equal to fifteen percent (15%) of the base tax, penalties, and interest due on the account. In no event will the Firm be entitled to receive as compensation from the City on these accounts more than fifteen (15%) of the total taxes, penalties and interest actually collected. If the Firm files suit to collect these accounts, it shall seek attorneys fees pursuant to See. 33.48 of the Texas Tax Code, If the Court awards attorneys roes, the fees awarded shall be applied toward the compensation due the Firm under this paragraph. { lr, The Firm is to call to the attention of the collector or other officials any errors, double assessments, or other discrepancies coming under their observation during the progress of the work, and is to intervene on behalf of the City in all suits for taxes hereafter tiled by any taxing unit on property located within its geographical limits. ~ 11 The City agrees to furnish delinquent tax statements to the Firm on all property within li ~I the taxing jurisdiction. The Firm will furnish forms for said statements on request and will assume responsibility for having penalty and interest computed on statements before such statements are mailed to property owners. IV. The Firm agrees to file suit on and reduce to judgment and We any property located within the CITY OF DENTON against which a tax lien would prevail provided, the City will furnish the necessary data and information as to the name, identity, and location of the nece.sary parties, and legal description of the property to be sold, The Firm agrees to sue for recovery of the costs as court costs as provided by Tex. Prop. Tax Code Sec. 33.48 (Vernon 1979). V. The Firm agrees to make written progress rcports to the City at least once a month, and to advise the City of all cases where investigation reveals taxpayers to be financially unable to pay their delinquent taxes. Such progress reports shall notify the City of the disposition of all lawsuits the City filed, If a lawsuit has been dismissed, the report shall reflect the reason for dismissal. i i V1. The City agrees to pay to the Firm as compensation for services required hereunder fifteen (15) percent of the amount collected of all delinquent taxes, penalty and interest of the years covered by this contract, actually collected and paid to the collector of takes during the term of this contract as and when collected. All compensation above provided for shall become the property of the Firm at the time payment of taxes, penalty and interest is made to the collector. The collector shall pay over said funds monthly by check. VII. The Firm shall undertake th, collection of delinquent accounts for paving assessment liens, substandard housing demoliti( t liens and weed liens, The collection of these accounts shall be undertaken on the basis of atrurr,:;'s fees assessed to and collected from the debtors. The City agrees to pay to the Firm as compensation all amounts received as attorney's fees on delinquent accounts for paving assessment liens, substandard housing demolition liens, and weed liens. Vlll. This contract is drawn for a period of two (2) years beginning lvly 1, 1993 and ending June 30, 1995. This contract shall be automatically extended for additional one (1) year increments beginning July 1, 1995, unless the City notifies the Firm in writing thirty (30J days' prior to the end of the contract that the contract will not be automatically extended. The City has the right to terminate this contract for cause, giving thirty (30) days' written notice of such intention, with a statement of cause or reasons for such termination, after giving the Firm a reasonable opportunity of explaining or rectifying the same. In case of such termination, the Firm shall be entitled to receive and retain all compensation due up to the date of said termination. On termination of this contract, the Firm shall have an additional six months after { I termination to reduce to judgment all suits filed prior to the date of termination. it is further provided that the Firm may handle to conclusion, at the option of the Firm, all suits in which trial court judgments are obtained during the period of this contract and which are appealed by any party. In consideration of the terms and compensaiton herein stated, the Firm hereby accepts said employment and undertakes the performance of this contract as above written. 1`C. The Firm agrees to collect, bet\;.een July 1, 1993 and June 30, 1994, not less than sixty j { percent (60%) of the total dollar value of the bcse tax of the 1992 ~ delinquency existing on July 1, 1993. The Firm agrees to collect, between Jcly 1, 1994 and June 30, 1995, not less than sixty percent (60%) of the total dollar value of the base tax of the 1993 delinquency existing on July 1, 1994. If the Firm does not collect the above referenced amounts, it shall provide the City with legal services, programming services or comp,iter services with a value not less than Four Thousand Dollars ($4,000,00). X. This contract is executed on behalf of the City by the presiding officer of its gvverning body who is authori2ed to execute this instrument by ordinance heretofore passed and duly recorded in its minutes. WITNESS the signatures of all parties hereto in triplicate originals this, the day ' of AD 19____, DENTON COUNTY, TEXAS, CITY OF DENTON HEARD, GOGGAN, BLAIR & j~jUjk% r By: _ By: STEVE BLA1R ATTEST: By; APPROVED AS TO LEGAL FORM: By: