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HomeMy WebLinkAbout06-10-1997 • • f I City Council Agenda Packet June 10, 1997 • 'Ism • • Ageno& Ne ,,__9_?~ oaoZ AGENDA Agenda lle CITY OF DENTON CITY COUNCIL Date_ -/O - 9 7 June 10, 1997 After determining that a quorum is present and convening in an open meeting the City Council will convene in a closed meeting of the City of Denton City Council on Tuesday, June 10, 1997 at 5:30 p.m. in the Civil Defense Room of City Hati, 215 E, McKinney, Denton, Texas, at which the following items will be considered: 1. Closed Meeting: A. Conference with Fmployees Under TEX, GOV'T CODE Sec. 551.075. The Council may receive information from employees or question employees during a staff conference or briefing, but may not deliberate during the conference. ANN' FINAL ACTION, DECISION, OR VOTE ON A MATTER DELIBERATED IN A CLOSED MEETING OR ON INFORMATION RECEIVED IN A CONFERENCE WITH EMPLOYEES WILL ONLY BE TAKEN IN AN OPEN MEETING THAT IS HELD IN COMPLIANCE WITH TEX. GOV'T CODE CH. 551. THE CITY COUNCIL RESERVES THE RIGHT TO ADJOURN INTO A CLOSED MEETING OR EXECUTIVE SESSION AS AUTHORIZED BY TEX GOVT CODE SEC. 551.001, ET SEQ. (TEXAS OPEN MEETINGS ACT) ON ANY ITEM ON ITS OPEN MEETING AGENDA OR TO RECONVENE IN A CON,r:;,'UATION OF THE CLOSED MEETING ON TilE CLOSED MEETING ITEMS NjrED ABOVE, IN ACCORDANCE WITH THE TEXAS OPEN MEETINGS ACT, INCLUDING, WITHOUT LIMITATION, SECTIONS 551.071.551.085 OF THE OPEN MEETINGS ACT. Work Session of the City of Denton City Council on Tuesday, June 10, 1997 at 6:00 p.m. in the City Council Chambers of City Hall, 215 E. McKinney, Denton, Texas at which the following items will be considered: NOTE: A Work Session is used to explore matters of interest to one or more City Council Members or the City Manager for the purpose of giving staff direction into whether or not such matters should be placed on a future regular or special meeting of the Council for citizen input, City Council deliberation and formal City action. At a work session, the City Council generally receives informal and preliminary reports and information from City staff, officials, members of City committees, and the individual or organization proposing council action, if invited by City Council or City Manager to participate in the session. Participation by individuals and members of organizations invited to speak ceases when the Mayor announces the session is being closed to public input. Although Work Sessions are public meetings, and citizens have a legal right to attend, they are not public hearings, so citizens are not allowed to participate in the session u,Jess invited to do so by the Mayor. Any citizen may supply to the City Council, prior to the beginning of the session, a written report regarding the citizen's opinion on the matter being explored. Should the Council direct the matter be placed on a regular meeting agenda, the staff will generally prepare a final report defining the proposed action, which will be made O 0 available to all citizens prior to the regular meeting at which citizen input is sought. The J purpose of this procedure is to allow citizens attending the regular meeting the opportunity to hear the views of their fellow citizens without having to attend two meetings. L Hold a discussion regarding delinquent tax collection services and give staff direction. • • City of Denton City Council Agenda June 10. 1997 Page 2 2. Hold a discussion and give staff direction regarding possible revisions to the City of Denton's 1997 Action Plan for housing and community development and the Human Services Committee recommendations. 3. Receive a report, hold a discussion and give staff direction regarding an early warning system. 4. Receive a report, hold a discussion and give staff direction regarding proposed changes in the trick route ordinance. j 5. Receive a report, hold a discussion and give staff direction regarding the Urban Forest Management Plan. 6. Receive a report regarding a renovation update for City Hall. 7. Receive a report, hold a discussion and give staff direction regarding the results of the 1997-98 supplemental budget priorities questionnaire. Follcwing the completion of the Work Session, the Council will convene into a Special Called Meeting in the Council Chambers of City Hall, 215 E. McKinney, Denton, Texas at which the following items will be considered: 1. Consider approval of a resolution amending the Investment Policy for the funds of the City of Denton and designating the Internal Auditor as an Investment Officer. CERTIFICATE I certify that the above notice of meeting was posted on the bulletin board at the City [fall of the City of Denton, Texas, on the day of 1997 at _ o'clock (a. m.) (p.m.) CITY SECRETARY NOTE: 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 J 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. ACCO0390 • • :.r Rytndt Nb. ' Agenda Ilen Dale to -/D i CITY OFDENTON, TEXAS MUNCIPAL BUILDING, 115E. MCKNYEY, DENTON,, TX 76201 (W) 349-8107 VFW METRO (9711 4341519 MEMORANDUl1f DATE: June 5, 1997 TO: Honorable Mayor and Members of the City Council FROM, Kathy DuBose, Executive Director of Finance SUBJECT: DELINQUENT TAX COLLECTION ATTORNEY As you «.ay recall, the City's current contract with McCreary, Veselka, Bragg & Allen, P.C. and Hayes. Coffey and Berry P.C. to collect delinquent ad valorem taxes will expire June 30, 1997. Typically, when the delinquent tax collection attorney contract expires, the City requests proposals for delinquent tax collection services, On June 3, 1997, the City Council received presentations from four law firms wishing to collect the City's delinquent ad valorem taxes. The presenting firms were: 1. Blair, Goggan, Sampson & Meeks and Mike Gregory 2. McCreary, Veselka, Bragg & Allen, P.C, and Hayes, Coffey and Berry, P.C. 3. Perdue, Brandon, Fielder, Collins & Mott, L.L.P. 4. Sawko & Burroughs, L,L.P. • At the June 10, 1997, City Council meeting, staff will be seeking City Council direction regarding which firm to negotiate a new contract with for delinquent tax collection. Contract approval is scheduled for June 17, 1997. • Iii 1 ~ • 0 1F ,r j "Dedicmed ro Quality Service" t1 O Agenda No, Agenda Item ppLL Date CITY COUNCIL. REPORT TO: Mayor and Members of the City Council FROM: David M. Hill, Director of Planning & Development DATE: June 10, 1997 SUBJECT: Hold a discussion and give staff direction regarding possible revisions to the City of Demon's 1997 Action Plan for Housing and Community Development and the Ik Human Services Committee Recommendations. RECOMMENDATION: N/A SUMMARY: Human services in the 1997 Action Plan are funded with CDBG dollars. Due to the regulatory cap on human services spending, provision of CDBG funding to additional agencies will require an equal reduction in funding to currently designated agencies. Activities funded under the Action Plan must provide a clear benefit to low and moderate income households. Denton's Citizen Participation Plan also requires a 30-day citizen comment period before the submission of any plan amendment. If Council proposes to amend the plan, the 30-day comment period would begin with a notice in the newspaper on Saturday, June 14. Final council approval of the amendment would be scheduled for July 15. BACKGROUND: On June 3, City Council requested an opportunity to discuss potential changes to the 1997 Action Plan in the area of human services funding. Currently, the plan specifies the use of $183,657 in CDBG funds for human services activities. This is the maximum amount of CDBG funds that may be used for human services based on a 15% annual cap prescribed by HUD regulations. An additional $165,443 in human services funding from the general fund was also recommended ® by the Human Services Committee. Approval of this funding takes place during the regular budget process. PROGRAMS. DEPARTMENT OR GROUPS AFFECTED: Changes to human services funding will affect the local nonprofits involved and their intended beneficiaries. O FISCAL.lj11PACO O 1997 Action Plan activities are funded through HUD's HOME and CDBG programs. All Community Development staff positions are funded with CDBG and HOME dollars. l 0 0 • 0 i City Council Report Format June 10, 1997 Page 2 Impacts to service agencies may include: • A reduction or increase in the number of clients served. • Changes in the level of service provided. • Need for agencies to request funding from additional sources. • Discontinuation of services. Please advise if I can provide additional information. RESPECTFULLY SUBMITTED. Dav' , T. Hill AICP, ASLA trector of Planning & Development Prepared by: Barbara L. Ross Community Development Administrator Attachments: I. List of activities included in the 1997 Action Plan for Housing and Community Development 2. Proposed 1997-'98 Human Services Budget (Summary since 1993) 3. Human Services Budget (1997 year only) • 1 1 2 0 • 1997 Action Plan for Housing & Community Dnelopment 1997 PROJECTS/ACTIVITIES CDBG AND HOME FUNDS The City of Deutori s total funding for 1997 is $1,720,907. Program funds have been allocated to an array of projects and activities to benefit low and moderate income households. Fach project is described in detail from pages 9 to 23 and are arranged by project number. See the following list of CDBG and HOME proposed projects and activities for their assigned project and page number: Project 4 Project/Activity Name Amount Page 8 Adult Day Care of North Texas (Services) 12,000 18 1 Adult Day Care of North Texas (Rehabilitation Project) 10,500 9 14 AIDS Sen ices of North Texas 15,000 16 19 Boys & Girls Club of Denton County 7,600 18 2 Bradsti.w St. Culvert Dr inage Project 160,000 9 15 Camp Summit 8,000 16 3 Community Development Administration 293,480 10 4 Denton Affordable Housing Corp. - Administration 22,450 11 5 Denton Affordable Housing Corp. - AHOP 82,832 11 20 DISD- Teens Taking Responsibility in Parenting Skills (TTRIPS). , 10.000 19 6 Emergency Repair Program 50,000 12 7 Fairhaven Retirement Home - Rental Subsidies 14,544 12 8 Homebuyers Assistance Program 241,832 13 16 HOPE - Transitional Housing . . 25,000 17 9 1lomeow-ner Rehabilitation Program 391,318 13 17 Interfaith Ministries 10,000 17 21 Juvenile Diversionary Services 11,000 19 10 Lake), St. Paving/Drainage Project - Phase 2 126,651 14 I I Optional Reconstruction Program 97,332 14 22 PARD: King's Kids Summer Program 25,000 20 23 PAM OWsey Summer Program. . 16,800 20 26 Riding Unlimited 3,000 22 12 SPAN - Curb Cuts/Ramps Project 13,811 15 24 SPAN - Fairhaven Homemaker Services . . 11,000 21 27 Special Olympics of Denton . 9.257 22 1 13 TWU CARES - Dental Clinic Renovation 30,000 15 25 TWU CARES - Health Services 20,000 21 d TOTAL FUNDS ALLOCATED 1,718,407 O • LESS: 1997 FLTNDING AVAILABLE 1,720,907 23 33 UNPROGRAMMED FUNDS (2,500) 3 • 0 Proposed 1997 Human Services Budget 1997 1997 Proposed Budget Agency 1993 1994 1995 1996 errwme xr.~ eneral and Adult Day Care or North Texas 12000 2,7000 12, AIDS Services of NonhTexas 6004 7TH 00?, 15000 2 Ann's Haven VNA 1942 .Boys d Girls Clubs of Denton County I I,IDo lTs Camp Fire First Texas Council 3,300 Camp Summit r,0'30 < 9,000 Community Food Center 3.2DO 3,500 3,500 3,500 3.500 ',500 Denton Christian Preschool 2,(a Denton City-Co. Oey Schoot 15,000 21.000 21,000 21,006 23,000 23,000 Denton Co. Cooperative. Ministries T4,500 7,000 Denton Co, Children's Advocacy Center 20,000 10,000 Denton Co. Friends of the Family 33,000 33,000 36,000 4000 45,000 4,000 Denton Family Resource Cerder 20,000 5,000 DISD TTRIPS - 20,500 6,000 10,000 - 10,000 20.000 i - Far-lily Health Cara, Inc 35,0114 35,0011 3131,000 35400;: 45A00 Fred Moore Day Nursery School ~28,000~ 35,000 35,000 i 35,000 37,000 37,000 HOPE, Inc (30.90 Program) 5,000 5 000 5,000 5,000 5,000 5.000 HOPE Inc (Trans Hcusmg) 10,000 ~isODO x,75,000 , 25CW 15,000 25(!00 Interfaith Ministries of Denton. Inc 7,500 a7$4 Is, DOD ~Ao 000 Juvenile Diversionary Services of Denton, Inc. 2I,o00 x All Kids Unlimited 5,175 Library MHMR ';45,000 X4,763 . North Texas Educatun d Training ?6,437' 11,300 North Texas Education 6 Training 3568 N.T. Cha'lenge Program, UNT 15,000 Parks (Alternative Avenues Program) ;5,000 , ~.px769i; 5259 Parks (ASAS) Parks (Kings Kids Day Kamp) T 14,000 14,750 •,16,754 ; ' ZD.COQ•, 27,990 of%S Parks (Owsley Summer Playground Program) rr 1 11,75, i•,41,'~'SQ 631.E 20,204 Parks (Rivera I MLKASAS) 1$,400. 1,000 Aiding Unlimded 3 DOO`~i`:a'~ d.. RSVP 7,500 7,500 _ 7,800 7,800 9,200 8,200 26,000 0 SPAN 26000 26,000 26000 26,D00 211 SPAN (Fairhaven Homemaker Services) 20.000 Special Olympics, Denton Dynamos .,16,, NO 'y 12,000 743 Starting Over 35.000 TWU CARES Health Center United Way (Owsley Services) 117 17,000 United Way (Owsley Services) 260(14 4 „yd 0 0 1997 TOTAL REQUESTED $91.197 GENERJIL FUND 148,300 1 156,000 155,100 163,569 5155,143 TOTAL FUNDED 32481300 ,$306,000 2$321,100 1349,168 $349,100 Special Instructions RrrAW 0Y2L97 4 • • • Proposed 1997 Human Services Budget 1997 1997 Proposed Budget Agency Requested CDBG i General Fund Aoult Day Care of North Texas 20,000 12,000 AIDS Services of North Texas 15,000 15,000 Ann's Haven VNA r 9,942 Boys & Girls Clubs of Denton County 11,100 7,600 Camp Summit 8,000 8,000 Community Food Center 3,500 j 3,500 Denton City-Co. Day School 23,000 23,000 Denton Co. Cooperative-Ministries 14,500 7,000 Denton Co. Children's Advoczcy Center 20,000 ! 10,000 Denton Co. Friends of the Family 45,000 1 40,000 Denton Family Resource Center 20,000 5,000 DISD TTRIPS 20,000 10,000 Family Health Care, Inc. 45,000 Fred Moore Day Nursery School 37,000 37,000 HOPE, Inc. (30.90 Program) 5,000 5,000 p HOPE, Inc. (Trans. Housing) 25,000 25,000 Interfaith Ministdas of Denton, Inc. 15,000 10,000 Juvenile Diversionary Services of Denton 11,000 I nc. 21,660 Kids Unlimited t 5,175 North Texas Education & Training CO-OP 14,300 N.T. Challenge Program, UNT 15,000 r Parks (Alternative Avenues Program) 5,256 Parks (Kings Kids Day Kamp) 27,990 25,000 Parks (Owsley Summer Playground Pro ram 20,204 16,800 1 g _ - 1- - • Riding Unlimited 3 000 3,000.- RSVP 8,200 8,200 l SPAN 26,000 26,000 SPAN (Fairhaven Homemaker Services) 20,000 11,000 Q Special Olympics, Denton Dynamos 15,000 9,257 743 Starting over 35,000 ~J TWU CARES Health Center. , 28,000 20,000 Total 1$581,167 $183,657 $165,443 Total Proposed $349,100 Special instructions Revised: 05/23197 5 i r • • Agenda Ho... Agenda Ite Date CITY COUNCIL REPORT TO: Mayor and Members of the City Council FROM: Mike Jez, Executive Director of Operations DATE: June 3, 1997 SUBJECT: EMERGENCY WARNING SYSTEMS WORKSHOP RECOMMENDATION: It is our recommendation that the City Council receive staff input and discuss the issue of emergency warning systems at a City Council Workshop on June 10, 1997. Staff will specifically recommend the following conceming emergency waming systems for the City of Denton (see page 13 of the attached Overview for complete details): 1. Purchase an emergency siren warning system (estimated cost of $391,673). 2. Seek Community Partnerships to fund this system. 3. Phase the siren system in over three (3) years as part of the City's CIP. BACKGROUND: Discussions about the purchase and installation of an emergency warning system using sirens has been discussed numerous times in the past. Usually, the cost of such a system proved too expensive for final approval and purchase. Attached is an overview of emergency warning systems in the City of Denton, including our current capabilities as well as potential Improvements. It is staff's opinion that the benefits of a siren system used in conjunction with public education and an AM radio system would greatly improve the public safety of our citizens. Please advise if I can provide additional information. RE U), FUL SUBMITTED; 0 { 44e Executiv D' ctor of Operations Pre • Ross Chadwick Fire Chief O • Attachment: Emergency lWaming Systems Overview vosnnn da Page f i i EMERGENCY WARNING SYSTEMS city Council wOr*shOp June 10. 1997 City of Denton Emergency Management Program J I ~ • • Common Goals of Emergency/Disaster Management • Save lives. ♦ Care for casualties. i 1 . Limit further casualties. ♦ Limit further damage to structures and environment. • II . Reassure and care for the public. .r ♦ Restore area to normal as soon as possible. i Emergency Wsming Systems • City of Denton Overview • 611019? Page f 0 • Citizen Expectations of Local Government . Alert citizens in advance of a disaster. ♦ Be able to adequately protect life and property. ♦ Quickly and accurately assess the magnitude of all emergencies. . Properly keep citizens informed of the situation. Be able to adequately protect life and property. ♦ Relocate citizens to a safe place. • ♦ Provide for a rapid restoration of services. ♦ Give assistance in the form of recovery services. ♦ Mitigate the impact of future emergencies. • • • Emergency Warnlnq Systems . City of Denton Overview • &ICA? Page 2 1 • • r WARNING SYSTEMS Key Elements ♦ Problem must be detected. ♦ Threat must be evaluated. ♦ Decision must be made about what to do. ♦ Decision must be acted upon - ONLY then is a Public Warning issued. ♦ The Warning is only effective H those hearing it UNDERSTAND it and are WILLING TO RESPOND WITH ACTION. • a i Emergency Warning Systems • City of Denton Oveview • 6110191 Page 3 r • • WARNING SYSTEMS A Disaster Warning Must.. . ♦ Be specific about the danger. ♦ Be specific about what to dom ♦ Be specific about who is being warned. ♦ Be issued by all possible sources. ♦ Be based on previous education. • i Emergency Weming Systems • City of Denton Overview- $110W Page 4 c' s • WARNING SYS TENS A Disaster Warning Must.. . ♦ Be specific about the DANGER. "There is a tornado coining." "it is just minutes away." ♦ Be specific about WHAT TO DO. ,"Head for your basement or other shelter. Take a portable radio with you and keep it on. Stay there until you hear the all clear. 0 ♦ Be specific about WHO is being warned. "This warning applies to everyone in Denton." ♦ Be issued by all POSSIBLE SOURCES. This could include TV, radio, sirens, telephone, runners, field units with PA's, etc. • ~i i Emergency Warning Systems • City of Benton Overvtaw • WIN7 Page 5 s • . .....,i. a ,....-_.n?r.w.vny. Y`:'.r: e.~ WARNING SYSTEMS A Disaster Warning Must.. . ♦ Be based on PREVIOUS EDUCATIONS The most critical aspect of a warning is that it will have been preceded by education. Those who are well informed about hazards and the risks present will recognize warning signs and react appropriately. Research suggests that they will react especially well if they know where they are to go and how to get there. • Emergency Warning Systems • Cfty of Denton Overview. 6110197 Page 6 0 0 WARNING SYSTEMS Questions= Public Officials Are weather and other indicators of potential emergencies monitored continuously? Would Key Emergency Personnel be notified rapidly of a disaster or a potential disaster situation? What if a Key Individual were out of town? Who is responsible for alerting the general Public about an actual or potential emergency? b Has the role of the media in alerting the public been coordinated with media representatives? Has the general public been educated about the meaning of the alerting signals and about corresponding actions to take? 0 Are there special provisions for alerting particular population groups such as handicapped or institutional people or those e speaking languages other than English? o a Emergency Warning Systems • City of Denton Overview • 640191 Page 7 0 _ r~ - 0 • • WARNING SYSTEMS f CURRENT City of Denton r Warning CAPABILITIES National Warning System (NAWAS) ♦ Texas Warning System (TEWAS) ♦ Texas Law Enforcement Telecommunications (TLETS) ♦ National Weather Service (NWS) ♦ SkyWarn ♦ Emergency Alerting System (EAS) ♦ Cable Television Over Ride • ♦ Telephone/Pager System r Emergency Warning Systems • City or Denton Overview • 6110191 Page a 4. • • WARNING SYSTEMS ADDITIONAL City of Denton Warning POSSIBILITIES ♦ Sirens ♦ Telephone System (Community Alert Network) ♦ Future extensions of the Emergency Alerting Systems (EAS) ♦ Others???? J , a Emergency Warning Systems • City of Denton Overview. 6110M Page 9 - - is e • WARNING SYSTEMS Survey of North Central Texas Jurisdictions en 1997 UNT, TWU, and State School have Sirens 55 Cities Surveyed - 36 responded (65.4%) X29 - functioning warning siren systems =>4 - had antiquated sirens - not used =:>3 - no warning siren systems i Of the 29 working siren systems: =>7 - purchased outright =>4;2 - phased in as coverage requirements changed =*5 - over 20 years old, but still working =>5 - no further information • annual Average Cost of Maintenance -:*$200 per siren ® ~ o e Emergency Warning Systems • City of Denton Overvlew • &10191 Page 10 a c 0 • WARN/NC SYSTEMS Survey of North Central Texas Jurisdictions - 1997 Consensus of cities that have warning siren systems: They are necessary for public safety; however, they are ineffective in and of themselves. +j I 20 of the 29 cities with siren systems had other programs in addition to sirens: Public education Cable Television over-ride -*AM radio system (18%) Activation/Deactivation: =>In most cities the line of succession of I • the emergency management plan were followed. Ranking field personnel also had authorization to activate the system. Smaller cities relied upon their dispatch ° center. Physical activation usually through dispatch. i Emergency Warning Systems • City of Denton Overview- 6H 0197 Page f f • • WARNING SYSTEMS INTEGRATED Community Warning SYSTEMS All Levels of the Intergovernmental System Must COOPERATE to Determine How Warning Systems Should Be: ♦ FUNDED ♦ IMPLEMENTED ♦ ADMINISTERED ° ♦ MAINTAINED ♦EVALUATED • 4D Emergency Warning Systems -Cdy of Denton Overview - 611019? Page 12 i i WARNING SYSTEMS RECOMMENDATIONS ♦ Purchase a Siren Warning System: 21 Sirens @ $13,413 each $2819673 Installation @ $4,000 each $849000 Batteries $8,000 AM Radio Station $180000 TOTAL $3910673 + Seek COMMUNITY PARTNERSHIPS: =:>FEMA Grant(s) Private/Public Partnerships --:>DISD AUNT =:>TWU State School Denton County Neighborhood Associations Hospitals Large Nursing Homes ® ♦ Phase in over a 3-Year Period as part of the CIP. I Emergency Waming Systems • City of %nton Overview • 6110197 Page 13 not • i WARNING SYSTEMS Final Thoughts ♦ An ancient Chinese proverb says: "There are thirty-six ways to behave. The best is to runt" ♦ What matters is whether people will UNDERSTAND, BELIEVE and RESPOND to warning message. ♦ Officials may be reluctant to issue warnings lest they be seen as panicking - or lest the warning provoke panic. One of the most serious problems in disasters is not panic, but unwillingness to beliieve - and react to obvious signs of danger. • Emergency Warning Systems • City of Denton Overview-MM? Page 14 • • • City of Denton, Texas r r `3 r' f . r~...p~ y 11 { YW3 ~af r..I li l i ) III II .1 17 ~ ,<ea,,. -1 7 e • Apanaa No. ! Agenda Item CITY OF DENTON, TEXAS MUNICIPAL BUILDING • DENTON, TEXAS 76201 TELEPHONE (8 17) 566.8307 Office of the City Manager MEMORANDUM L DATE: June 3, 1997 TO: Mayor and Members of the City Council FROM: Rick Svehla, Deputy City Manager SUBJECT: U.S. 380 TRUCK ROUTE CHANGE Attached is the staff backup and minutes from the Traffic Safety Commission. At their May 51 meeting they recommended taking U.S. 380 from 1.35 to Loop 288 off the truck route and routing all through truck traffic onto 1-35 and then to Loop 288. The attached information also Indic„ ies that this same information was considered and recommended by the Traffic Safety Committee in July of 1993. Subsequently, Council postponed action on this until the sound wall around the Town North subdivision and the signal at Kings Row and Loop 288 was built. The signal was installed at Kings Row in March and the wall has been finished for at least one year. Therefore, we are bringing this back for consideration and direction from the council • if council has further questions 1 would be happy to try to answer them at your convenience. Rick Svehla • Deputy City Manager ti Rs 6f A=hm A.MMOOM2 1 'Dedicated to Quafity Servlta" • • TSC Minutes May S, 1997 page 3 ITEM 13 REVIEW AND CONSIDER APPROVAL OF NOVINO US 380 TRUCK TRAFFIC OFF OF UNIVERSITY DRIVE TO LOOP 288 BETWEEN IN ?S (NEST) AND LOOP 288 (FAST) Clark said the map in the Commissioner's packet show the truck route. The primary focus of this is a high percentage of truck traffic goes right through the middle of Denton. A normal percentage of trucks on a highway would be in the neighborhood of 4% to SS. In some cases, staff has counted up to 20% on busy days coming through Denton on Highway 380. There are some trucks using Loop 288 already because it is easier for them. There should be no problem at the intersection of IH 3S and Highway 380. But, there may be some impact at the steep ramp at Loop 288 and Highway 380. That phase will have to be given a little more time or the traffic signal which will be taken from the writ bound movement with the lack of capacity in'stacking. That section of Highway 380 has been moved up about 3 years. The letting on that is supposed to he August or September of 1997, and includes the bridge. The truck route won't be changed until TRDOT approves it, but they have to have an ordinance before it will be considered by them in Dallas and Austin. This item goes all the way back to July 12th, 1993. The TSC minutes shows it was recommended. It then rent to a City Council work session of which staff has been unable to locate the minutes. They had two primary issues which they felt needed to be fixed. one was thi sound wall around Juno, Pershing, etc and the second was the traffic signal at Kings Row. Both of those are complete. Hill said moving truck traffic coming from the east is relatively easy because traffic is determined to make that turn. What about from the went? How difficult do you think that will be coming from the east going west, you will divert the traffic to Loop 2887 Clark said it should be ok. From the west that turn north will be ok. If they were traveling through there, they would be going through that intersection anyway. It's a left turn and there is a left turn bay unless you get multiple semi's there to fill that up. The real question is going to be coming down the steep ramp. Heading eest on U.S. 380 bound from Loop 288 will have to be given more time. Half of the total signal phasing time now is for east bound movement of Highway 380. If more trucks are going this way, • it will have to have more time. That's the main area of concern. STAFF RECOMMENDED: Approval COMMISSIONERS: Ridens made a motion to recommend to City Council removing semi-truck traffic off University. Hill seconded the motion. Motion passed unanimously. J AEEOOBE3 a 7 • • C7SSC HINUTES July 12, 1993 page 7 I ITEM 16 =OVAL OF TRUCK TRAFFIC FROM U53801 Iwuchukwu presented the request. He said a letter was sent to TxDOT requesting truck traffic be moved from Highway 380 (University) from Loop 288 to I.M. 35. They said the City has to submit a copy of its ordinance to that effect before they will consider such a request. All staff is asking is that they remove pass through truck traffic. That is truck traffic whose origin or destination is no where in Canton. The ordinance would remove much traffic between Loop 268 and 135. Gore mRid she had a problem with that. This would be rerouting rock haulers onto the northern part of the loop. There are grade level crossings on there with no mignage except one where it says reduced speed to 45 mph. They won't reduce speed to go through those intersections. Gravel haulers will not make an effort to even abide by the 55 mph speed limit. This may open things up for some real nasty accidents. There are at least 2 streets that cross at grade level. Kingmrow has already had a major accidant with just cars. The school has already visited the commission. Iwuchukwu said one of the things to be considered is that for the past 5-6 years the state has been postponing the widening of Highway 380 to mix lanes. It seems like every year they add another year to it. it looks like it could be a 10 year time frame. The level of congestion is approaching the level of service 'F" during the peak times. This level is unacceptable. Also, the number of accidents • are increasing at intermediate intersections. one of the engineers at TxDOT said that th*y may not consider it until after the noise barriers are built around the Stuart area. Chadwick said that was around November 1993. Clark said there may be another issue. John Plains, the District 4 engineer, stated he is not sure that it is good to take trucks off state highways. Even if CTSSC recommends it, it may not happen. Clark said he witnessed an accident with a gravel truck at Highway O 1D 380 at the Shamrock on Dennison and Carroll. A tire blew out on a truck. It went across lanes of traffic and ended up at the gas pump. AEE00288 3 • • r CTSSC MINUTES July 12, 1993 page 8 If it would have hit the gas pump, the whole station could have exploded. The same possibility exist at the west and of University except the speed is SO mph. They don't slow down much at Malone. Complaints have also been received at Nottingham where trucks go through the intersection on yellow. There are lots of speeding problems inside. Duncan asked by choice, do trucks use Loop 788 rather than go down ,'varsity. Dotson said they do if they have to stop at every -affic light. Chadwick said the City received state monies so that the light synchronization would carry the traffic all the way through. We would be in violation if that was messed up. Chadwick said he understood what Gore was saying in that we would be transferring a problem to another location. Loop 288 may be patrolled much more by the state than the intercity. Dotson said one thing that the Police Department was implementing, in conjunction with the Engineering department, is weight scales. A lot of trucks are overloaded and can't slow down. Implementation of this program will detour a lot of traffic. STAFF RECOMMENDED: Approval COMMISSIONS Duncan made a motion to approve moving pass-through truck traffic off Highway 380 to Loop 288. Chadwick seconded the motion and said this would direct staff to construct an ordinance that would go to City Council. Motion passed unanimously. • i PIN F. .~.....~.aP.^r.tf•,i.-..,.fir. r- . i.. ZP • • • ~I N SOUND r 2M i r • • 304. CITY OF DENTON CITY COUNCIL MINUTES September 140 1993 i The council convened into a Work Session on Tlsesday, September 14, 1993 at 5:15 p.m. PRESENT: Mayor Castleberry; Mayor Pro Tem Smith; Council Members Brock, Chew, ^ott, Perry, and Miller. ABSENT: None 1. The Council convened into the Executive session to discuss the following: A. Legal Matters Under TEX. GOVT CODE Sec. 551.071. 401. Received legal advice regarding councilmembers' attendance at neighborhood meetings. 2. Considered action in litigation styled gA11gs21e v. City of Denton. B. Real Estate Matters Under TEX. GOVT CODE Sec. 551.072 1. Considered purchase of land on Foster Road. C. Personnel/Board Aipointments Under TEX. GOVT CODE Sec. 551.074. 2. The council receivad a report and held a discussion regarding a proposed ordinance to remove truck traffic from a portion of U. S. Highway 380. Jerry Clark, City Engineer, stated that Highway 380 was the City's main arterial going east-west through the City. Loop 288 was recently' completed to the north. Highway 380 had a very hic,~ percentage of trucks between 8-101 while normal truck percentages was between 2-3i. There were often major accidents in the Highway 380 area. Staff was suggesting routing trucks to Loop 288 via the service road. Highway 380 was too congested for truck traffic to the extent which was there now. Mayor Pro Tem Smith asked about the sound barrier for the Neptune neighborhood. Rick Svehla, Deputy City Manager, stated that the project would be bid in October. J Mayor Pro Tem Smith asked how long of a procedure would it be to reroute the trucks. Clark replied approximately October - November. • • 305 City of Denton city council Minutes September 14, 1993 Page 2 Council Member Perry asked if the change would pose any problems with the trucks from the standpoint of the drivers.' Clark felt that it would be a faster route on Loop 288 than going through town. Council member Brock questioned the differenc.a between the way tha two roads were made. Clark stated that the newer roads were better equipped to handle the truck traffic than the older roads. Council Member Miller asked about the status of a traffic signal on Kings Row and Loop 288. Clark replied that the intersection did not meet warrants. The State did look at special warrants in some cases. Council Member Miller felt that a signal light was needed at that ` intersection due to the school in the area. Clark stated that the state required a war.+,. which the intersection did not meet. The School could route the bus traffic so as to not cross the intersection. Council Member Miller felt that this was a difficult intersection. He asked what was the position of John Blaine. Clark replied that if the project were not supported by Blaine, it might not go through. Svehla a Highway the generally speaking, the commission Commission the direction choose local District. • Council N.ember Cott stated that trucks paid a road tax and had paid for those roads. They should be given consideration at a public hearing. item 14 was considered. • 4. The council received a report and held a discussion regarding phase I renovations to the Denton Municipal Complex, City Hall and ® • city Hall West. Bruce Hennington, Facilities Manager, stated that bids for the construction would be presented to council on October 5, 1903. Phasd I included the Denton Municipal Complex. Departments i 7 i. • • s '3 3'6 City of Denton City Council Minutes September 21, 1993 Page 17 council nomination etoethe Electrical indicated t Board h alternate position for a Member Adjustment that althe was not ernate position. ready for a Council e n to the Board indicated Mayor Castleberry indicated that the Juvenile Diversion Task Force members would be deferred until later in the meeting. 9. Staff Direction A. The Council considered a proposed ordinance to remove truck traffic from a portion of U. S. Highway 380. Rick Svehla, Deputy City Manger, stated that at the last council meeting two questions were r lsed regarding this issue. one was let for bid in~VoResident vember indicated that the wall regarding would sound be wall. month construction period with completion in may of next year. Another question was regarding a traffic signal at Kings Row and Loop state 2warrants fortsigtime a rals.t He had spoken with the Resident Office about special warrants and was researching issues such as school buses, etc. Staff would be counting the intersection again to ms want were ordcnance until Council decision count on might the have wait determine with if the completed. Council Member Miller stated that delaying.the ordinance to a date certain would be difficult for the traffic signal. He had a real concern for that intersection and would feel better if the traffic signal were pursued before setting a data certain. road council Mand sugg6ted checking with the Chamber rofk commerce before • continuing. Mayor Castleberry asked if there had been any discussion with the merchants on U.S. 380 through town. k II Svehla replied he did not think no. • Mayor Castleberry felt it would be appropriate to do so so as to i~ let the businesses/residents know this would be a possibility. • O J council stated that h be going to businesesa for through truck traffic which would • • 337 City of Denton City Council Minutes September 21, 1991 I Page 18 Svehla replied correct. Mayor Pro Tem Smith stated that she was concerned about the safety of people on U.S. 380 with trucks going through intersections. While the Kings Row intersection was dangerous, there was a tremendous problem at Nottingham and U.S. 380 and there was a grave danger of a major accident on U.S. 380 because of the trucks. While she was concerned for the people on Neptune, she felt that perhaps the truck situation could be acted on as the wall was started. Council member Perry suggested that apprival of a contract by the State would be a good trigger to proceed with the ordinance, Mayor Pro Tem Smith felt that the city was running a risk with trucks on U.S. 380 at this point in time and encouraged continued attempts to have a traffic signal at Kings Row. She expressed concern as to why the City would need to talk with the Chamber of Commerce as through traffic trucks would not make a difference with businesses on U.S. 380. - Council Member Cott indicated that the transportation department of the Chamber had studied agencies which helped get the intrastate areas changed a If all l were partners in the community, then the Chamber should be informed. Mayor Pro Tem Smith indicated agreement in obtaining information from the Chamber but not permission. Miller motioned, Chew seconded to proceed with the drafting of the ordinance for consideration at a later meeting. on roll vote, Brock 1 "aye", Cott, "aye", Miller "aye", Smith "aye", Chew "aye", Perry "aye", and Mayor.,Castleberry "aye". Motion carried unanimously. • Council Member Miller left the meeting. lo. Miscellaneous matters from the city Manager. Council returned to the Work Session items not considered earlier in the meeting. ® 5. The council received an update and held a discussion regarding • the Juvenile Diversion Task Force. Harlan Jefferson, Director of Treasury operations, stated that four before actions were needed first was to update theresolution swhich c established the Task Force - - • • Agenda r+~.J 7- 00 CITY COUNCIL REPORT Agenda Ite carp ~ ~ TO: Mayor and Members of the City Council FROM: Rick Svehla, Deputy City Manager DATE: June 10, 1997 SUBJECT: Urban Tree Management Plan RECOMMENDATIOA\. The Keep Denton Beautiful Board recommended approval on May 13, 1997. t SUALWARY: The Urban Tree Management Plan was developed after three years of analysis and review of the local urban forest. The overall objective of the plan is to provide a foundation for a safe, healthy, attractive, diverse and educational urban forest. As a result of accomplishing the plan Denton will have an urban forest that is attractive to wildlife: an urban forest inviting to relocating and expanding businesses; an urban forest that favorably affects the usage of energy; and an urban forest where our children can delight and learn. The plan recognizes that the urban forest is both publicly and privately owned, City codes, policies and programs will be used to implement the Plan, but volunteer efforts will guarantee the survival of our urban forest. City departments, non-profit groups and community organizations will pr^vido funding and funding requests that reflect priorities and schedules to accomplish the obj -his F lcn. BACKGROUND: The Texas Forest Servicc prc.' grouts in 1%,? and 1995 to conduct a tree inventory of all primary, secondary and collector streets in Denton and to develop an Urban Tree Management Plan. Volunteers have collected information on 6,224 aces located within 12 feet of the curb. The volunteers idertifed species, size, clearance from lights and signs, clearance distance by vehicles, and clearance by utilities. The volunteers also evaluated the health and condition of the trees. Staff conducted meetings with other departments to determine their involvement with and support of tree maintenance. A "Building with Trees" seminar was held at UNT in November 19%. A manual was developed to help teach citizens about tree planting and maintenance. • The Tree Board, a Keep Denton Beautiful committee, has reviewed the Urban Management Plan over past twelve months. In April, the Tree Board recommended that the Keep Denton Beautiful Board forward the document to the City Council. The Keep Denton Beautiful Board considered the request r at its May meeting, and unanimously recommended approval of the Urban Tree Management Plan. 4 ` PROGRAMS, DEPARTAIENTS OR GROUPS A f F'ECTED: Utilities, Engineering, Fire, Code Enforcement, Parks, Keep Denton Beautiful and the citizens of Denton ill • • HSCA.L IMPACT: Funding requests will be submitted to implement specific provisions. A review of funding options is provided in the Urban Tree Management Plan. One funding method listed is the use of a utility bill add on. A survey of other cities related to customer utility billing options is attached to the report. lb of 49 cities contacted provide this option to citizen's as a method to generate funding for parks, beautification, libraries, and other services. The utility bill add on is not a specific recommendation at this time but only a proposal. The utility bill add on item may be presented ro the Public Utility Board for consideration and may be presented to the City Council in the future. RESPECTFULLY SUBMITTED: Prepared by: Rick Svehla Deputy City Manager cc l t t^.t ltw a . Cecile Carson Community Improvement Manager Approved: Dpi Hill, AICP Director of Planning Attachment: 1 • oZ. • • KEEP DENTON BEAUTIFUL, INC. MINUTES MAY 13, 1997 III. COMMITTEE REPORTS C. TREE BOARD Barbara Searls reported that the Urban Forestry Management Plan was recommended by the Tree Board in April. She continued that the document was reviewed by all city staff people affected. It will be presented to the City Council work session on June 10, 1997. The purpose of the plan is to intensify the attention paid to trees and their care, promote the planting of trees and prepare for funding requests. The key elements of the plan are to: Continue sound pruning practices Maintain and update the tree inventory Encourage native and adapted tree varieties Encourage beautification of corridors and such Develop the Redbud Trail Continue the Water Reclamation Plant tree nursery Keep track of tree plantings numerically Str,Qngthen volunteer programs such as Shadekeepers Maintain natural park areas Cecile Carson stated that the Tree Board will discuss priorities at the next meeting, including promotion of the Tree Hotline and recommendations for Redbud Trail. The Tree Hotline number will set a goal to plant a specified number of trees, like 3,000, by the year 2000 and keep track of these trees as they are planted. Ms. Carson stated that plans need to be developed to tie the Redbud Releaf program into replanting a portion of the Redbud Trail. Ms. Corson explained tle proposal to add an item to the I utility bills to help fund tree planting projects, • specifically plantings to the on the Plus 1-35 $1 program corridor. This Item would be similar gives customers the option to contribute to funds to assist r residents who are unable to pay their utility bill. Ms. Carson stated that it is not the desire of the committee to compete with Plus $1, but to give citizens an opportunity to help with tree planting projects, specifically the I-35 corridor and promoting a brand _ e image for Denton with landscaping along the interstate. • Ms. Carson reviewed the programs in use by Colleyville who raised $120,000 and Bedford who raised $58,000. Ms. Carson explained the aim of the proposal to track trees planted on private property. One of the things 3 n~q • • that Denton ccn do to improve the ozone level problems currently experienced is to plant more trees. After general discussion of the Plan, Larry Mullen made a motion that Keep Denton Beautiful, Inc. recommend to the City Council the adoption of the Urban Forest Management Plan. The motion was seconded by Mark Osborne and carried unanimously. Larry Mullen suggested that the utility contribution information be presented to the City Council including a stated amount for contribution with expected revenues. Harry Phillips made a motion to recommend a set fee of not more than $.25 per month, and preferably not more than $.30, with an option for removal of the fee by the customer. The motion was seconded by Mr. Mullen and carried unanimously. • E ' r Y- • • URBAN FOREST MANAGEMENT PLAN CITY OF DENTON 1997 A healthy, urban forest is a vital ingredient in the environmental, social, and economic well- being of Denton. The "infrastructure" of ti .-es has value far beyond aesthetics. It may be said that storm water runoff, energy usage, air quality, erosion control, property values, and economic development, as well as our residents' overall health, all depend greatly on the continuing presence and eypansion of our urban forest. The Denton Urban Forest Management Plan provides guidelines for enhancing and protecting our valuable asset of trees, as well as fostering partnerships among Denton's government, non- profit groups, institutions, businesses and residents. OBJECTIVES By the year 2010, the plan strives for an urban forest attractive to wildlife; an urban forest inviting to relocating and expanding businesses; an urban forest that favorably affects the usage of energy; and an urban forest where our children can delight and learn. In short, an urban forest that is safe, healthy, attractive, diverse and educational ("SHADE"). As representatives of the citizens of Denton, the Denton City Council commits to these objectives based on the recommendations of the Keep Denton Beautiful Advisory Board, the Keep Denton Beautiful, Inc. Board of Directors and the Tree Board, a KDB committee. The plan recognizes that the urban forest is both publicly and privately owned; therefore, it is everyone's responsibility. The Denton urban forest should be a dynamic and expanding entity. City codes, policies and programs will be used to implement the Plan, but volunteer efforts will guarantee the survival of our urban forest, City departments, non-profit groups and community organizations will provide funding and funding requests that reflect priorities and schedules to accomplish the objectives of this plan. 1 SAFE Denton's urban forest will be maintained for the safety of residents and visitors. • 1. Remove trees or portions of trees Interfering with normal pedestrian or vehicle passage, or with line of sight to traffic signs or signals Primary contact, Mark Boyd, Electric Dept, at 383.7169 Secondary contact: Keep Denton Beautiful at 566-8537 (volunteer projects only) 2. Remove trees or limbs In tontact with or near high voltage lines or structures .J Primary contact: Mark Boyd, Electric Dept. at 383.7169 Secondary contact: Utility Dispatch at 566-8400 I -7 7 • • _ I 3. Replace trees removed for safety under overhead lines Primary contact: Mark Boyd, Electric Dept. at 383-7169 Secondary contact: Keep Denton Beautiful at 566-8537 4. Perform structural pruning and other sound arboricultural practices Primary contact: Mark Boyd, Electric Dept. at 383-7169 Secondary contact (education): Keep Denton Beautiful at 566-8537 5. Maintain Emergency Management Plan (ENIP) Primary contact: Fire Chief Chadwick at 566-8101 The Fire Chief acts as the EMP coorcinnion Each department provides updates of their routines, contact, level of involvement in case of an emergency - such as fire, tornado or ,flooding. Tree removal is a consideration of the EMP. HEALTHY Trees will be monitored and managed throughout their growth cycle to ensure a healthy urban forest. 6. Identify a program for tree management Including monitoring and treating for Insects, disease and nutrient problems to promote vigor Primary contact for Parks: Nona Muncie at 566-8415 or Randy Peterson at 566-8418 Secondary contact for non-city: Keep Denton Beautiful at 566-8537 7. Select and plant native or adapted tree species that are resistant to insect, disease, and environmental damage Primary contact: Keep Denton Beautiful at 566-8357 Secondary contact: John Cooper, TX Agricultural Extension Service office at 565-5536 A A list of trees noted "native" has been prepared for inclusion in the Tree Presen-ation and Landscape Code. 8. Monitor and prune trees while young to prevent costly procedures after maturity Primary contact for parks and medians: Bob Tickner, Parks, at 566-8275 ® Secondary contact for citizen infe.mation: Keep Denton Beautiful at 566-8537 O dD Records of nex•ly planted trees will be maintained by the City Department plaruing. Keep Denton 3 autiful will monitor special or neighborhood planting projects. 2 d, _~r~- • e 9. Maintain trees inventory database and record trees planted Primary contact: Keep Denton Beautiful, 566-8537 The tree inventory has helped to identify hazardous trees and potential problems. Responsibility for care/removal of a tree well depend on its location and what is affected by the hazard, such as power line, sidewalks, line of vision, etc. Proposed changes in tree inventory data collection include inspection for health, insect and nutrition problems and a notation for nest-ly planted trees. ATTRACTIVE The urban forest will be incorporated into the design of our city and used to promote the image of Denton. 10. Tree ordinance regulations, tree removal and replacement. Primary contact: Owen Yost, Keep Denton Beautiful a: 566-8357 11. Develop a signature landscape for Denton Primary contact; Keep Denton Beautiful at 566-8537 The Vision Live Tearn has prepared a list of plants to include in a corridor plan for Denton. 12. Encourage beautification of entranceways/corridors/medians Primary contact: Keep Denton Beautiful at 566-8537 and Ed Hodney, Parks at 566-8271 A committee of citizens has been involved in the development of entranceway plans. The committee is part of the Vision Project for the 21st Century. 13. Design and promotion of Denton's status as the Redbud Capital of Texas Including the "Redbud Trail" Primary contact: Keep Denton Beautiful at 566-8537 • Denton sins named the "Redbud Capital of Texas" by the 73rd Texas Legislature. For more than 60 years, Denton has promoted the planting of redbud trees. The Redbud Trail was first established by the Denton Chamber of Commerce in the 1930's. • DIVERSE Trees of different species and sizes will be promoted to erotire a diverse urban forest which t includes new and preserved trees and places for birds and other wildlife. J 3 • ..1 • -712 • • 14. Plant tree species of varying sizes and ages so that no single species consists of more than 7-10% of total population Primary contact for Parks: Parks Dept., Nona Muncie at 566-8415 Secondary contact for citizen inquiries: Keep Denton Beautiful at 566-8357 15. Continue the Water Reclamation Plant Tree Nursery Primary contact; Jim Coulter, Water Reclamation Plant, at 383-7527 Secondary contact for volunteer work: Keep Denton Beautiful at 566-8537 Beginning in 1996, UNT students helped develop a tree nursery at the Pecan Creek Water Reclamation Plant. UNT botany students planted redbuds and other species of trees at the experimental grousing station to test compost mixes and the growth rate of seedlings. As a result, an equal blend of compost and soil was chosen as an effective growing medium for young seedlings. i i Seedlings will be addod each year to the nursery. The tree nursery will be the primary source for commur' Trees. The Water Reclamation Plant provides access to compost and mulch. The Plant provides a secure site, and the grounds will accommodate thousands of young trees. 16. Continue with the National Tree Trust Grant Primary contact: Keep Denton Beautiful at 566-8537 Secondary contact: Jim Coulter, Water Reclamation Plant, 383-7527 A grant application was submitted to the National Tree Trust in May 1996. As a result of that grant, Keep Denton Beautiful received 500 tree seedlings in January 1997. The seedlings rill be grown at the Water Reclamation Plant for a period of two years. After that time, the trees will be planted on public property within the City of Denton. KDB requested 900 trees for both parkxw, s and public property for 1998. These trees could be used for the corridor plan implementation. The potting and maintenance of the trees in the nursery will be done by a combination of volunteers including Boy Scouts, UNT students, Master Gardeners, Keep Denton Beautiful members and City employees, 17. Develop a hotline to promote and track tree planting Primary contact: Keep Denton Beautiful at 566-8537 To ford,, our Tree City USA status, KDB, Inc. will start a tree planting hotline. Residents within the Denton city limits will be asked to provide the species and location of each tree ® planted on private property. Utility bill messages and the local cable infot -cation channel will serve as the primary means of carrying the message to homeowners. City trees, those O O planted in parks, medians etc, will augment the total. KDB volunteers will maintain a simple database on the location and species of newly planted trees. As the program grows, information will be included in the master tree inventory database. 4 t► • To encourage and promote citizen participation, a sign placed near City /fall will provide an ongoing tally of trees planted. The design will consist of a tree or leaf pie char or other graphic design where a picture unfolds a3 trees are planted. TREF. PLANTING SCHEDULE TREE SPECIES NUMBER SOURCE DISTRIBUTION DATE PLANTED 1997/KDB Redbud 1,510 OK. Forest 3rd graders 3/7/97 Service and KDB 1997/KDB Shumard Oak 200 National Tree + Persimmon 100 Trust I Water Oak 100 Sawtooth Oak 100 1997/KDB Redbud 8 Donations Day Labor site 4/97 1997!WC Live Oaks 3,200 OK. Forest tree nursery Redbuds Service Red Cedars 1998/KDB 900 NTT grant tree nursery 1998/KDB Redbud 1,500 OK. Forest 3rd graders Service 7,208 18. Replace dead/dying/diseased trees Primary contact for city property: Nona Muncie, Parks at 566-8415 Secondary contact for under utility lines: Mark Boyd, Electric Dept. at 383-7169 On citizen property: Keep Denton Beautiful at 566-8537 19. Wildlife habitat projects and plans • • Plant trees and other vegetation favorable to birds znd other wildlife. Primary contact: Keep Denton Beautiful at 566-8537 with referral to Native Plant Society, Master Gardeners, Organic Society, Audubon Society • • Protect wildlife habitat during development and construction O a Primary contact: Keep Denton Beautiful at 566-8537 Secondary contact: Native Plant Society Q5 • • • Retain dead trees and tree cavities for nesting birds (where such retention does not present a hazard) Primary contact for developer and homeowners: Ag Extension Service at 565-5536 • Erect artificial nesting structures Primary contact: Keep Denton Beautiful at 566-8537 with referral to Audubon Society EDUCATIONAL, Educational opportunities will be provided for citizens, school children, neighborhood associations, builders, business owners, and volunteer groups to become knowledgeable and enthusiastic supporters of trees. 20. Continue to conduct volunteer training programs such as ShadeKeepers Primary contact: Keep Denton Beautiful, 566-8:37 ShadeKeepers is a program to convey a bait knowledge of tree planting, pruning and identification. Once trained, participants will volunteer their services in mrious community projects such as tree pruning, planting and educating citizens about trees. 21. Texas Wildscape Program Primary contact: Kathy Scott, Keep Denton Beautiful at 566-8537 Secondary contact: John Cooper, Ag Extension Service at 565-5536 22. Project Learning Tree Curriculum training Primary contact: Keep Denton Beautiful at 566-8537 PLT is a curriculum for use in K-12. KDB staff includes certified trainers. 23. Conduct Tree Seminar Primary contact: KDB and Tree Board at 566-8537 The "Building with Trees" seminar conducted in February 1997 was designed to educate developers, contractors, builders, city workers and citizens about how to minimize damage to existing trees on a site. The target audience for future session.t will be determined by the S KDB Tree Board. February, a slow season for the building cemmunity, may be the annual date for the workshop. Proposed speakers for the event will be well-known builders and benefactors such as Trammel Crow, whose tinst experience and active support of preserving and building around trees on a large scale will command the respect of our audience. 6 + • 0 • • 24. Landscape school and plant sources and Information Primary contact: John Cooper, TX Ag Extension Service at 565.5536 Secondary contact for information: Keep Denton Beautiful at 566-8537 The purpose of landscape School is to teach Denton County citizens to develop their own unique landscape plans. Information about plants, building materials, design, maintenance and using adapted or native landscape plants gives students the knowledge they need to make informed decisions about landscaping their property. 25. Maintain natural park areas to serve as outdoor learning environments • South Lakes Park Nature Center Primary contact: Kathy Scott, KDB South Lakes Park Nature Center Committee at 566-8537 • Legacy Forest Primary contact: Nona Muncie, Parks Dept. at 566-8415 Secondary contact: Keep Denton Beautiful at 566-8537 Legacy Forest is a commemorative tree planting program designed to perpetuate the memory of individuals and organizations. These trees will provide not only lasting memories and honor, but significant environmental benefits for our community. 26. Implement a Public Relations Plan Primary contact; Keep Denton Beautiful Tree Board at 566-8537 The KDB Tree Board will organize and develop an effective public relations plan. The plan will provide a means to coordinate materials available through various city departments and organizations, reach a broader audience, and expand the types of media distributed. The public relations plan will enable organizations to provide accurate, newsworthy information to the media through press releases, press conferences, editorials, and public service campaigns. FUNDING Groups and organizations relish the opportunity to contribute, physically participate, and witness r immediate results from the physical planting process. llo%sever, the post planting care and maintenance, although less tangible. are crucial to plant survival. City budget limitations allow • only minimal funding for tree maintenance. The difficult task lies in maintaining the trees after they have been planted on city property. I~ O O Several grants are available which help purchase trees for community planting. The National Tree Trust program is well established and provides fairly easy access to a large number of seedlings. Through a partnership with the National Tree Trust, KDB can receive an annual supply of 7 • Cam=. • • • seedlings. i be Texas Forest Service provides grants for both tree planting and education about trees. KDB has received two grants in 1993 and 1995 for conducting the tree inventory. By conducting a poll of 50 Texas cities, several communities have successful voluntary, utility bill contribution programs. The voluntary contributions supplement city programs including beautification, tree planting, median maintenance, libraries, and/or parks. Some programs operated by providing annual billing inserts requesting either one-time or voluntary small monthly contribution to community programs. In the most successful programs, set amounts of S.50 to $3.00 were automatically added to the total of customers' utility bill (with an option to not pay, the amount). With strong publicity and the right message, some communities collected dramatic sums from this means of funding. Colleyville, with a population of 15,000, collected $120,000 by adding a voluntary $3.00 to the bottom line of their utility bills. Bedford, %vith a population of 44,000, collected $58,000 through a 5.50 voluntary contribution. By implementing an option for voluntary citizen funding through utility bills, a program can be established to support objectives of this Urban Forest Management Plan. General fund expenditures are currently limited to the Parks Department. Utility funding is used to cover the electric line tree removal and trimming. Utility funds and contributions from non- profits, like Keep Denton Beautiful, make the tree nursery possible. Funding for a tree crew for the City that works on tree maintenance and care may be a future f budget issue. The crew would be responsible for trimming and care of all trees. Currently a crew J} works under the direction of the Electric Utilities Division to handle trees under electrical lines. No City division is responsible for trees growing in the street or causing view obstructions. This is left to the responsibility of the adjacent property owner. DEPARTMENT ACTION PLANS Fach primary contact will be responsible for developing an action plan outlining additional objectives and methods to accomplish those objectives. Specific provisions for staff and funding will be part of each action plan. STAFF INVOLVED Code Enforcement Ron Rais Keep Denton Beautiful, Inc. Cecile Carson Owen Yost Parks & Recreation Nona Muncie Randy Petterson Bob Tickner Electric Utilities Mark Boyd • Water Reclamation Plant Jim Coulter O iD 8 a • • SURVEY OF CITIES Utility Bill Donation Programs I CITY PROGRAM NIONTULY ANNUAL NOTES AMOUNT TOTAL Addison No Allen No Arlington Yes $7C0 Parks (medians) ( o . 267,833) Balch Springs No Bedford Yes $.50 $58.000 Parks (pop. 44,000) Benbrock No Carrollton No Cedar Hill No Cleburne No Cockrell Hill No Colon No ' Colleyville Yes $3.00 $120,000 4 Parks and % Library (pop. 15.000) Dallas No OeSoto No _ Duncanville No Ennis No Euless Yes 5.50 $24,674 u participation; (pop. 38,760) community betterment fund (parks. library, sr. citizens, traffic safety devices) o _ Farmers6ranch No Flower Mound Yes Rounding $7,056 round to next dollar; for library, i ® Forme No - Garland 6 No • 1 S. • • r• CITY PROGRAM MONTHLY ANNUAL TOTES AMOUNT TOTAL Glenn heights No Granbur No Grand Prairie No Grapevine NG Greenville No Halton City No Haslet Yes $1.00 $2,600 parks (pop. 800) Highland Park No HiohlandVill. No Hurst Yes S.75 $43.000 parks fund: gazebo. (pop. 33.600) benches, gym mats. Approved by 3-member Council Committee Irving Yes $1 or $24-36K parks (pop. 159.000) round Kaufman Yes Varies Parks. Line on (pop. 5.300) monthly bill for customer to fill in Keller Yes S.50 $14,000 Parks / library (pop. 15.000) Lancaster No Lewisville Yes By $3.000 ~e library, ) median (pop. 48.260) customer beautification. Not automatic. must sign u Little Elan No Lufkin Yes $1.00 $23,390 Angelina Beautiful _ Clean Mansfield NO Mesquite No Minera' dells No North Richland Yes $1.00 $99,000 split between animal Hills control, library, parks, beautification ! • o and operating fund i 2 • • ~u 12 y 1 CITI' PRO3RAb1 MONTHLY ANNUAL NOTES AMOUNT TOTAL Plana Yes By $6,000 Beautification, customer educational; determined by KPB board Richland Hills Yes $1.00 $30.137 Parks (pop. 8,200) Rockwell No probably will (pop. 11,000) implement in 1997 due to new software program Southlake No Terrell No Watauga Yes $1.00 $2,000 Began 10/1/96 ( o . 21,000) White No Has had program in Settlement the ast Summary 16 of 49 cities contacted provide an opportunity for citizen's to contribute by this method. Plano, Lufkin, Richland Hills and North Richland Hills provided funding to their Keep America Beautiful affiliate. Plus 1 0 of 49 cities offer a Plus 1 type program to assist with utilities Our office contacted TU Electric, Lone Star Gas Co., Dallas Water Utilities, Denton County Electric Co-Op, and Texas/New Mexico Power. None of the companies offer a Plus 1 type program. Customers are referred to non-profit organizations or churches for assistance. • 1 f • t O O 3 . • • UTILITY BILLING FUNDING ESTIMATES The Keep Denton Beautiful Board and its committee, the Tree Board, recommend that utility bill funding be used to improve the appearance of the I-35 corridor, S.10 per month based on 33,000 customers 100% $39,600 75% $29,700 50% $19,800 25% $ 9.900 $.15 per month based on 33,000 customers I ".2% $59,400 75% $44,550 50% $29,700 25% $14,850 $.20 per month based on 33,000 customers ii 100% $79,200 I 75% $59,400 50% $39.600 25% $19,800 $.25 per month based on 33.000 customers 1 100% $99.000 75% $74,250 • 50% $49,500 ` s • 25% $24,750 i /6. • • „r Agenda No.A ' ;t a - Agenda It CITY of DENTON, TEXAS MUNICIPAL BUfLOING DENTON, TEXAS 76201 @ TELEPHONE (817) 566-8307 Office of the City Manager MEMORANDUM DATE: June 6, 1997 TO. Mayor and Members of the City Council FROM: Rick Svehla, Deputy City Manager SUBJECT: BRIEFING ON CITY HALL RENOVATIONS i Attached is information and timing on Project 1 at City Hall and Project 2 at City Hall and the Denton Municipal Complex. The council's design committee met last week and asked that staff brief you on both projects. They also asked that we review the meeting schedules as well as the dedication schedules. Finally, we wanted to advise the council of other contracts that will be coming to council to begin work on Project 2. 1 would be pleased to respond to any questions council might have. • Rick Svehla Deputy City Manager r RS at . i AMMODAN I "Dedicated to Quality Seh ice" • • City Council Planning Session Presentation Facilities Management Department City of Denton, TX • _r r AAAVIAf • • - f CITY HALL RENOVATION PROJECT I PROJECT II CONSTRUCTION/MOVE BRIEFING ' CITY COUNCIL JUNE 10, 1997 CITY OF DENTON e ~ m o 3 • • PURPOSE OF BRIEFING I Provide a Review on Project I City Hall Renovation: ■ What is Project I? ■ Construction schedule progress ■ City Council meeting relocation and dates Review Upcoming Project II: i What is Project II? ■ Preconstruction 0 Projected construction schedule dates t q 111,k Y?YY I.TS112YYTVaIM=VtF Y l.- • • TABLE OF CONTENTS ` PAGE € 0 City Hall Project I 4 M Project I Current Status 5 ■ Temporary City Council Meeting Location 6 ■ City Council Meeting Dates. . . . . . . . . . . . . . . 7 ■ City Hall Project I Dedication & Open House . . . 8 ■ Project II 9 ■ Project II Preconstruction: Before October 197 10 ■ Project II Construction/Project II Dates 11 ■ Projected Project H Dedication 12 • S i ~j . ° CITY HALL PROJECT I i Renovation of City Hall North area, CMO, and Council Chambers M Bring building up to City Building Code ■ Bring building into ADA compliance ■ Renovate areas and move back toward the original O'Neil Ford design 0 Provide new furniture ■ Strive toward compliance with 1992 space study/plan approved by City Council ■ Provide new audio visual for City Council/public meeting V V • • PROJECT I CURRENT STATUS ` ■ Construction completion: August 30, 1997 ■ June 16 - Move staff into renovated Engineering/Planning area with new furniture ■ June 17 - Last City Council meeting at City Hall ■ August 30 - Completion of construction and testing - move City Council back to City Hall ■ September 24 - Dedication 7 S r • • TEMPORARY CITY COUNCIL MEETING LOCATION ■ July 1 through August 26 ■ Move meetings to DMC ■ Executive Session m wes to Police Lobby Conference Room #247 ■ Work session and regular sessions move to Jury Selection Room ■ Live TV in Jury Selection Room i k • • CITY COUNCIL MEETING DATESf I ■ Meeting Dates/Location: June 17 Last meeting in City Hall July 1 First meeting at LMC July 8 Second meeting at DMC July 15 Third meeting at DMC July 22 Fourth meeting at DMC July 29 Fifth meeting at DMC, August 5 Sixth meeting at DVIC August 12 Seventh meeting at DMC August 19 Eighth meeting at DMC August 26 Last Council Meeting at DMC Sept. 2 First Meeting back at City E • Hall 6 ti . - - c e s CITY HALL PROJECT I DEDICATION AND OPEN HOUSE ■ September 23rd r 4:00 p.m. - 6:00 p.m. ■ City Hall J ~o 0 • r PROJECT II r Renovation of DMC (Vision Room Area) and West Wing of City Hall ■ Bring building to City Building Code r Bring building into ADA compliance ■ Move Customer Service/Tax to DMC ■ Move all staff up from City Hall basement to upstairs City Hall Vest Wing. E Provide new furniture 0 Continue to strive to meet 1992 space study/plan goals I 11 • 0 PROJECT II - PRECONSTRUCTION BEFORE OCTOBER '97 i ■ Hire Architect - June 17, 1997 N Asbestos removal at DMC ■ Estimated start date - July 30, 1997 ■ Estimated end date - September 30, 1997 ■ Roof Renovation at DMC ' 0 Estimated start date - September 1, 1997 ■ Estimated end date - October 30, 1997 I • ~ a o is 3, 0 `o PROJECT II CONSTRUCTION/ PROJECT II DATES Estimated ■ City Council Hires Architect June 17, 1997 ■ Department Design Complete August 1997 ■ City and Board Approvals August 1997 ■ State ADA Approval . . . . . . . . September 1997 ■ Final Construction Cost Estimate September 1997 ■ Final Furniture Cost Estimate September 1997 ■ Bid Date (Furn./Const.) . . . . . . . . October 1997 ■ City Council Approval . . . . . . . December 1997 ■ Start Construction December 1997 1 ■ End Construction June 1998 • J 13 \.rw«...~~. • • PROJECTED PROJECT II DEDICATION j July - 1998 I r 0 0 T +awwr+/ ' • e Agenda No. _Q Agenda Item 7 ~Q_ f{L~~ , Date CITY of DENTONr, TEXAS MUNICIPAL SU1L DING s 215 E MCKINNEY • DENTON, TEXAS 76201 (817) 566.8200 P DFW METRO 434.2529 MEMORANDUM TO: The Honorable Mayor and Members of the City Council FROM: Kathy DuBose, Executive Director of Finance DATE: June 10, 1997 SUBJECT: RESULTS OF THE 1997-98 SUPPLEMENTAL BUDGET PRIORITIES QUESTIONNAIRE Please find attached the results of the 1997-98 supplemental budget priorities questionnaire. Responses from each questionnaire have been tabulated and ranked in two formats. The first format ranks responses from highest to lowest by priority of response, while the second format ranks responses from highest to lowest by effort rating. You will also find attached a summary of your responses regarding specific policy issues. By referencing the scale at the top of each page, the effort rating indicates the average level of effort City Council would like in regards to a specific service area. Tne priority of response indicates a priority rank of l through 7 (1 =low; 7=high) for each service area, For example, suppose the effort rating for litter programs was a 4 (continue current effort), and priority of response was a 7 (high); this combination would indicate that Council was satisfied with the City's current effort in litter programs although it was establishing a high priority for this service area. Please let me know if you need additional information. Attachments AM04E02 I _ • i "Dedicated to Quality Service" 1 p, r • • RESULTS OF THE CITY COUNCIL MAT 1997-98 SUPPLEMENTAL BUDGET PRIORITIES QUESTIONNAIRE i , No WWKN 0 fLIMINA7ECUR RENT EFFOAT 1 SUBSTANTIALLY REDUCE CURREN7 EFF0'gT _ E R EDUCE CURRENT EFFON7 E GON TiNUE CURRENT EFFORT A INCREASE CUARM WORT S SL'BSTANTILLLY INCREASE CURRENT EFFORT --S MI ATE NEW EFFORT T Ranked b Effort Rating "FNi ~?t i Service Area Fti►tinxLwF~* CStorm b_rainage Improvements 5.43 6.00 Develop Workforce Trainin Partnership artnership w/Universitles & DISD 5.33 5.00 Community Oriented Policing (COPS)5.29 6.71 Street Construction/Rebuilding 5.29 _ 6.00 Children Oriented Safety programs 5.14 6.14 j Street Maintenance/Repair 5.14 6.14 Develop University Relations for Cohesive Community Policies 5.14 5.29 Expand Cable N Coverage of City Activities 5.14 _4.86 Juvenile Justice System 5.00 13.00 Employee Pay Plan Adjustments/Benefits 5.00 ;;.57 workforce Diversit y_ 5.00 _ 1,00 Drug Abuse/Enforcement Programs 4.86 6.43 Downtown Redevelopment (Main St., etc.) 4.86 5.86 Long Range Comprehensive Planning 4.86 5.57 Low & Moderate Income Housing _ 4.86 5.29 Fire Prevention 4.71 6.29 Library Programs (In General) 4.71 5.57 Library Youth/Children's Programs 4.71 5.57 Beautification (Parks, Facilities, Medians) 4.71 5.57 Park Maintenance (Athletic Fields, Medians, Mowing) 4.71 5.43 Greenbelt System Planning/Development 4.71 4.71 Telecommunication System 4.71 4.57 Bicycle/Hiking Trail Development 4.71 _ 4.43 • Neighborhood Services (Nice, etc.) 4.57 6.00 Public Transportation (Span, etc.) 4.57 5.43 r Youth Recreation Programs 4.57 5.43 New Parks/Park Expansion 4.57 5.29 Litter Programs 4.57 5.14 Airport Development 4.57 5.00 • Employee Tfaining/Development 4.57 5.00 p • 1 Recycling Efforts____ _ _ _ 4.57 4.86 Emergency Medical (Ambulance) 4.43 6.71 Fire Suppression 4.43 6.51 Emergency Preparedness (Management) 4.43 5.43 Library AudioAtisual Services 4.43 5.14 Library Reference Services 4.43 5.14 Historic District Preservation 4.43 5.14 - 0 0 e RESULTS OF THE CITY COUNCIL O.7NT 1997.98 SUPPLEMENTAL. BUDGET rRIORJTIES QUESTIONNAIRE 7 HARJUFANKRAM NO CE W NYI E ELRRNATE CURRENT UFOAT 1 EUUTANTLALLT REDUCE LAMENT EFKAT 7 REDUCE CURRANT WORT i CONTIYUE CURRENT EFFMI 4 INCREASE CURRENT EERORT E WEE TANTNLLY EICREAM CUMCNT U"T _ E EIttIA7E NEW E77CRT 7 ~ Ranked b Effort Rating F' a aM k a ~ ak ~'ii ,y1JjYpV~~w !'c f ~Jerv~Ce' 7 n Personnel Recruitment 4.43 5.00 Info/Data Processing Services 4.43 4.86 Code Enforcement-Demolition of Substandard Buildings 4.43 4.86 Street Sweeping 4.43 4.43 Code Enforcement-High Weed/Debris violations 4.43 4.43 Develop Computerized Community Calendar, Updated Daily 4.43 4.00 Intemal Audit Services _ 4.33 5.14 Police Patrol 4.29 6.71 Crime Investigation 4.29 6.71 Contributions to Human Service Agencies 4.29 5.29 Traffic Signaiization/Engineering 4.29 5.00 Civic Center Maintenance 4.29 4.71 Incentive for Economic Dev (Utility Incentive Lines) 4.29 4.43 New Athletic Fields _ 4.29 4.43 Parking/Traffic Enforcement 4.14 5.00 Senior Citizen Programs 4.14 4.86 Code Enforcement-Sign Violations 4.14 4.57 Auto Theft Prevention Programs 4.14 4.57 Library Expansion 4.14 4.43 Llnfll Polic~Development _ 4.14 4.14 Legal Services 4.00 5.57 Solid Waste Collection 4.00 5.57 Landfill 4.00 5.57 Municipal Court 4.00 5.57 Electric Service 4.00 5.43 Water Storr,gelReserves 4.00 5.14 Building Inspections 4.00 5.00 Environment2l Health (Inspections, etc.) 4.00 5.00 Wastewater Treatment Plant 4.00 5.00 e Incentive for Economic Dev (Utility Incentive Rates) 4.00 4.57 A Animal Control 4.00 4.57 Current Hotel/Motel Tax Contributions 3.86 4.71 Development Review Process 3.86 4.57 Recreation Center Programs 3.86 4.29 Risk Management 3.83 4.71 New Athletic Programs 3.71 4.29 [_Incentive for Econamlc Dev Tax Abatements, etc.) 3.71 4.00 4 0 - Q~l • • RESULTS OF THE CITY COUNCIL OYl41T 1997.96 SUPPLEMENTAL BUDGET PRIORITIES QUESTIONNAIRE No OPINION C FFFELM INAT[ CURRENT EFFORT I SUBSTANTIALLY REDUCE CVRRFNT EFFORT- REDUCE CURRENT EFFORT ;C ONTWU I CURRENT RFNT UFn•I _ ~ - - MCRLASF CURRENT EFFORT ANTWLY RIC.W[CUMFNT [FFCNT fU17T ~UTE NEW EFFORT T 4. Ranked by Priority of Response »'cpt ~c~.w ors gP s ~ Re erYice $ Car muNty Oriented Policing (COPS) 5.29 6.71 Emergency Medical (Ambulance) 4.43 6.71 Crime Investigation 4.29 6.71 Police Patrol 4.29 6.71 Fire Su pression _ 4.43 6.57 Drug Abuse/Enforcement Programs 4.86 ______6.43 J Fire Prevention 4.71 6.29 Street MaintenancelRepair 5.14 6.14 Children Oriented Safety Programs 5.14 - 6.14 Storm Drainage Improvements 5.43 6.00 Street Con struction/Rebuilding 5.29 6.00 Juvenile Justice System 5.00 6.00 Neighborhood Services Nice, etc. 4.57 6.00 [ _Quwntown Redevelopment-(Main SI.,_etc.)-- -4.86 5-,86-J Employee Pay Plan Adjustments/Benefits 5.00 5.57 Long Range Comprehensive Planning 4.86 5.57 Beautification (Parks, Facilities, Medians) 4.71 5.57 Library Programs (In General) 4.71 5.57 Library Youth/Children's Programs 4.71 5.57 Legal Services 4.00 5.57 Municipal Court 4.00 5.57 Landfill 4.00 5.57 Solid Waste Collection 4.00 5.57 • Park Maintenance(Athletic Fields, Ntedians, Mowing) 4.71 5.43 Public Transportation (Span, etc.) 4.57 5.43 Youth Recreation Programs 4.57 5.43 Emergency Preparedness (Management) 4.43 5.43 Electric Service 4.00 5.43 Develop University Relations for Cohesive Community Policies 5.14 5.29 • Low & Moderate Income Housing 4.86 5.29 p ,y New Parks/Park Expansion 4 57 5.29 Contributions to Human Service Agencles 4.29 5.29 -Litter Programs 4.57 5.14 Library Audio/VisualServices 4.43 L.14 Historic District Preservation 4.43 5.14 Library Reference Services 4.43 5.14 Internal Audit Services 4.33 5.14 y • • RESULTS OF THE CITY COUNCIL, 1997.98 SUPPLEMENTAL BUDGET PRIORITIES QUESTIONNAIRE ELY" No 00 S" a ELIMINATE CURREN7 EFFORT 1 SUESTANTWLLY REDUCE CURRENT EFIKIAT S REDUCE CUM [M, EFR011T S CONTINUE CURRENT EFFORT v INCREAS[CUMFN7 EFE0117 { SUB STANTALLY INCA EASE CURAENT EFFORT S MITWI NEW EFFORT Ranked by Priority of Response r s P~~ rj ww, ;tv M t e ~ y ~ S Service Area°Fry.~ I_Water Storage/Reserves 4.00 5.14 Develop Workforce Training Partnership w/Universities & DISD 5.33 5.00 Workforce Diversity 5.00 5.00 Employee Training/Development 4.57 5.00 Airport Development 4.57 5.00 Personnel Recruitment 4.43 5.00 Traffic Signalization/Engineering 4.29 5.00 Fari,Jng/Traffic Enforcement 4.14 5.00 Building Inspections 4.00 5.00 Environmental Health (Inspections, etc.) 4.00 5.00 Wastewater Treatment Plant 4.00 _ 5.00 Expand Cable TV Coverage for City Activities 5.14 _ 4.66 Recycling Efforts 4.57 4.86 Info/Dala Processing Services 4.43 4.66 Code Enforcement-Demolition of Substandard Buildings 4.43 4.86 Senior Citizen Programs 4.14 _ _ 4.86 Greenbelt System Planning/Development 4.71 4.71 Civic Center Maintenance 4.29 4.71 Current Hotel/Motel Tax Contributions 3.86 4.71 Risk Management _ 3.83 4.71 Telecommunication System 4.71 _ 4.57 Cod,) Enforcement-Sign Violations 4.14 4.57 Auto Theft Prevention Programs 4.14 4.57 • Incentive for Economic Dev (Utility Incentive Rates) 4.00 4.57 Animal Control 4.00 4.57 Development Review Process 3.86 4.57 Bicycle/Hiking Trail Development 4.71 4.43 Code Enforcement-High Weed/Debris Violations 4.43 4.43 Street Sweeping 4.43 4.43 s Incentive for Economic Dev (Utility Incentive Lines) 4.28 4.43 p New Athletic Fields 4.29 4.43 Libra Ex anslon 4.14 _ 4.43 Recreation Center Programs 3.86 4.29 New Athletic Programs 3.71 4.29 Infill Policy Development 4.14 _ 4.14 Develop Computerized Community Calendar, Updated Daily 4.43 4.00 Incentive for Economic Dev (Tax Abatements, etc.) 3.71 4.00 s \ ` 1 • • Below are specific actions or dlrectfon given to staff by Individual Counciimembers for developr.7ent of the 1997.98 annual budget. Comments Included In brackets were Inserted by staff for clarifica:lon purposes. I would like to see some money for indigent Day Care Center. Community Oriented Policing (COPS). Police and Fire Departments need the support necessary to make computer technology fully operational. Concentrate on TMPA and electric deregulation Issues. Employee pay is a top priority. Juvenile Justice System Programs like "Midnight Basketball". Accelerate development of hike/bike trails and sidewalks to encourage walling Instead of driving. Accelerate policelfire computer system Improvements. I would like to have an add;tional discussion to expand the DARE program to middle school. Expand cable TV coverage of City activities - expansion to be funded by adding a small fee to the monthly cable bill - such as; Planning d Zoning meetings, public forums, events such as dedication of American Legion Hall and re-broadcast of City Council meetings. Street Sweeping - We need one more street sweeper. Design overlay zoning and incentives to promote high quality development along interstate frontage - to present a positive image of Denton to the world. Street maintenance and repair - Robertson St, Mill St., Bradshaw St., Lakey St., Wilson St., Morse St., Newton St., Kerley St., Duncan St., Mill St., Woods St., E. Hickory St., Gayia St., Bridget SL All these streets need resurfacing. Have a numerous requests for wildflower seeds to be planted on sidewalk7jogging trails at Southlakes Park- continue the planting and Phase II. Library programs in general - North side Library Branch. Strengthen neighborhood associations, Y Workforce Diversity. i (With regards to athletic programs) - coordinate current efforts. Strengthen neighborhood associations, foltowing initiatives recommended by Vision Action Team. Design overlay zoning to promote high quality development along interstate frontage presenting positive • image of Denton. Work to make zoning areas and development plan consistent with each other policy. Not $'a. O O Employee Training/Development, Municipal Court - more pay for Judge and Clerks, With regards to library expansion) - increase current efforts to purchase books. / 10 s • Below are specific ecflons or diraeffen given to staff by Indhvidual Couneilmembers for development of the 1997-98 annual budget Comments Included In brackets were Inserted by staff for efartf eedon purposes. Storm Drainage Improvements - We need to budget one million dollars for storm drainage improvement a year for the next 5 years. We need more money in low & moderate income housing. Anticipate our roadMfrastruclure needs and start planning now to meet anticipated growth. Increased maintenance for public areas - Work with Businesses to encourage ongoing dean-up efforts. Make policelfire computer system fully functional. Infill Policy Development - reed more money. We need a Fire Station in southeast Denton, between Station 01 and t+2. We need 6 Afro-American Fire Fighters. Work With Fry Street Merchants Association to make the area an asset to the community. Expand Incentives for historic preservation and conservation; support establishing new district. Continue economic development marketing program with the Chamber of Commerce. Reconsider CiP timeline allocations for additional ballfields and park improvements. We've got 7 and 8 year olds playing baseball till 10:30 p.m. on school nights due to field shortages, no lights on available fields. For 9 and 10 year olds - 50% of all games till 10;00 p.m. Our park restrooms/porl-a-potties for the most part do not compare to the caliber of surrounding areas In soccer and baseball. Would like to see concerted effort made to work basketball, baseball and soccer programs to reduce practice and game overlap. Lots of parents unhappiness over this. Not 3--11me spent. Increase the DARE Program efforts. Investigate funding cooperation with DISD. Provide fib,.r,-ptics system use for DISD, TWU and LINT - Correct many of our storm drainage problems. I • i f 7 r, 4-1 ' -rr YLn.'a.4r a • Agenda No.~~_ oaa Agenda Item `JS Date-6 ld - 9 CITY COUNCFI, REPORT TO: Mayor and Members of the City Council FROhf: Kathy DuBose. Executive Director of Finance SUBJECT: REVISED IYVESTMENT POLICY AND DESIGNATE AN INVESTMENT OFFICER RECOMAIENDATION: ' Staff recommends that the City Council designate an additional Investment Officer and approve t)e revisions made to the City's Investment Policy (Attachment A). The proposed changes .will continue the City's compliance v ith the Public Funds Investment Act resulting from H.B. 2459 and S.B. 1085 (the bills) and accommodate a temporary change in investment duties. BACKGROUND: Due to the recent resignation of Harlan L. Jefferson as Director of Fiscal Operations, the City of Denton has to change its investment procedures and reassign duties. We are also taking this opportunity to revise our Investment Policy. The 1995 revisions to the Public Funds Investment Act requires each investing entity to designate, by rule, order, ordinance, or resoiution, as appropriate, one or more officers or employees of the local government as an Investment Officer. The Investment Officer, is responsible for the investment of the local government's fum Is. The City has previously designated the Executive Director of Finance and Director of Fiscal Operations as Investment Officers, Due to the pending vacancy in the Director of Fiscal Operations position, the organization has to appoint someone to be responsible for the day to day investment activities. After evaluating the skills and expcricnce of the current staff, it was der:rmined that the Internal Auditor was the appropriate person to temporarily perform the Investment duties of the City until the a Director of Fiscal Operations position can be filled. The Internal Auditor previously served as the Treasury Analyst for the City and she reviews the mve.,tmenl activi.ies of the City on a monthly basis. I To ensure that the City's investment procedures comply with the ?ublic Funds Investment Act, internal controls have been established to regulate investing activities and assure compliance with policies and procedures. The controls include a monthly independent review by the Internal Auditor , a and an annual review by an external auditor. Because the Internal Auditor will temporarily sere as a O an Investmenr Officer, the policy has to be changed to allow another party to be responsible for providing an independent monthly review of the City's investment activities. a ....,...,.-...-.-,e.~ - - , fat~+N+#w~+t+i.+~+i~ • • I City Council Report Page 2 The City of Denton's Investment Policy was originally adopted pursuant to the provisions of the Public Funds Investment Act of 1987, long before the well-publicized situations in Orange County and other locations. Effective September 1, 1995 the State of Texas essentially rewrote the Public Fund Investment Act which governs the investment of public funds. The City of Denton has revised its guidelines to ensure compliance with the new law. In addition, we recently contracted with Patterson and Associates (i.e., Investment Professionals) to conduct a compliance audit and peer review. The compliance audit is required by the amended Public Funds Investment Act. The firm recommended that we amend several sections of the Investment Policy, The proposed amendments. which are includes in the attached draft of the policy, includes an additional Investment Strategy for Specific Fund Groups section which assures reference to each iequired element by fund group. An amendment was also made to clarify, through further definition of pools, that investment pool refers to constant dollar type pools only. The firm's final recommended amendment involved a requirement that longer liabilities be covered by planned maturities and the availability of a certain percentage of totally liquid funds in the port!olio. PROGRAMS, DEPARTMENTS OR GROUPS AFFECTED: The City's investment policy governs the investment of City funds. Any department with invest tble funds will be affected by the recommended changes to the policy. FISCAL M PACT: There is no fiscal cost associated with the approval of these revisions. RESP CTFULLBViTTED; W~~ K 4 Kathy DuBose Prepared by: Executive Director of Finance • Ftarlan L. Jefferson Director of Fiscal ations Attachment; Investment Policy Resolution • • • AFF0I4BC.WP5 o- • • r . RESOLUTION NO. A RESOLUTION AMENDING THE INVESTMENT POLICY FOR FUNDS FOR THE CITY OF DENTON; DESIGNATING THE INTERNAL AUDITOR AS AN INVESTMENT OFFI- CER; AND PROVIDING AN EFFECTIVE DATE. WHEREAS, the City Council passed Resolution No. R96-061 on October 15, 1996, which adopted an investment policy for funds for the City, in compliance with the Public Funds Investment Act, 74'" Leg., ch. 402, 1995 Ter. Sess. Law Serv. 2958 (Vernon) (TEX. GOVT CODE Ann. ch. 2256); and WHEREAS, the City Council desires to amend the Investment Policy to provide for in- dependent review by an individual or firm designated by the Executive Director of Finance and to designate the Internal Auditor as an Investment Officer; NOW, THEREFORE, THE COUNCIL OF THE CITY OF DENTON, TEXAS HEREBY RESOLVES: SECTION 1. That the next to last sentence of the first paragraph of subsection VL(A). "Responsibility and Standard of the City's Investment Policy, Administrative Proce- dure/Administrative Directive, No. 408.04, is hereby amended to read as follows: "The controls shall include a monthly process of independent review by an individual or firm designated by the Executive Director of Finance, and an annual review by an exter- nal auditor." SECTION U. That the Internal Auditor is hereby designated an Investment Officer for the purposes of the Investment Policy. SECTION III. That save and except as amended hereby, all the remaining sections, sub- sections, paragraphs, sentences, clauses, and phrases of the Investment Policy shall remain in hill force and effect. SECTION 1V. lhat this resolution shall become effective immediately upon its passage and approval. • PASSED AND APPROVED this the day of , 1997. • JACK MILLER, MAYOR O • l e e ATTEST: JENNIFER WALTERS, CITY SECRETARY J v BY: APPROVED AS TO LEGAL FORM: HERBERT L. PROUTY, CITY ATTORNEY G~' 4p A BY I E DOCS'REVAMEN'D MISTMENT POLICY r f • s Page ? I d~ • T _ r e e r • CITY OF DENTON PAGE_,OF 10 POLICY/ADNIINISTRATIVE PROCEDUREIADNIIN'1STRATIVE DIRECTIVE SECTION: FINANCE POLICIES REFERENCE NUMBER: 408.04 SUBJECT: INVESTMENTS INITIAL EFFECTIVE DATE: 02/17/87 TITLE: INVESTMENT POLICY LAST REVISION DATE: 10/ 15/96 L PURPOSE This policy shall provide the guidelines by which the City of Denton will maintain the minimum amount of cash in its bank accounts to meet daily needs, and to provide protection for its principal and liquidity while receiving the highest yield possible from investing all temporary excess cash, this policy is being adopted pursuant to the provisions of the Public Funds Investment Act of 1987, as amended, Tex. Gov't. Code Ann, ch. 2256. 11. SCOPE A. This Investment Policy applies to the investment activities of the City of Denton, excluding the specific funds cited hereafter. B. This policy shall not govern funds which are managed under separate investment programs. Such funds currently include; Employees' Retirement Fund of the City of Denton; the Firemen's and Policemen's Pension Funds of the City of Denton; other funds established by the City for deferred employee compensation; revenue bond reserve funds; and certain private donations. The City shall and will maintain responsibility for these funds to the extent required by: Federal and State Law; the City Charter; and donor stipulations. C. The following funds, as well as other funds that may be created from time to time, shall be administered in accordance with the provisions of this policy: Cash equivalent assets of the General Fund, Community Development Block Grant Fund, Recreation Fund, Crime Prevention Fund, Airport Grant Fund, Airport Master Plan Fund, Emily Flower Library Fund, Debt Service Fund, Street Improvement Fund, General Project Fund, Electric Fund, Electric Bond Fund, Water & Sewer Fund, Water Bond Fund, Sanitation Fund, Landfill Construction Fund, Working Capital Fund, Defensive Driving Fund, Self-Insurance Fund, Employee Health Fund, Economic Development Corporation Fund and any other fund of the City not specifically excluded in these policy guidelines. ® Ill. INVESTMENT, STRATEGY FOR SPECIFIC FUND GROUPS O 0 A. The City maintains portfolios which utilize four specific investment strategy considerations designed to address the unique characteristics of the fund groups represented in the portfolios: AFF0I J DD 0 0 PAGE 2 OF 10 POLICY/ADMINISTRATIVE PROCEDUMADIIINISTRATIVE DIRECTIVE (Continued) TITLE: INVESTMENT POLICY REFERENCE NUMBER 408.04 1. Investment strateg'.-s for operating funds and commingled pools containing operating funds have as their primary objective to assure that anticipated cash flows are matched with adequate investment liquidity. The secondary objective is to create a portfolio structure which will experience minimal volatility during economic cycles. This may be accomplished by purchasing high quality, short to medium-term securities which will compliment each other in a laddered or barbell maturity structure, A dollar weighted average maturity of 365 days or less will be maintained and calculated by using the stated final maturity date of each security. I 2. Investment strategies for debt service funds shall have as the primay objective the assurance of investment liquidity adequate to cover the debt service obligation on the required payment date. Securities purchased shall not have a stated final maturity date which exceeds the debt service payment date. A dollar weighted average maturity of 550 days or less will be maintained and calculated by using the stated final maturity date of each security; 1 3. Investment strategies for debt service reserve funds shall have as the primary objective the ability to generate a dependable revenue stream to the appropriate debt service fund from securities with a low degree of volatility. Securities should be of high quality and, except as may be required by the bond ordinance specific to an individual issue, of short to intermediate-term maturities. Volatility shall be further controlled through the purchase of securities carrying the highest coupon available, within the desired maturity and quality range, without paying a premium, if at all possible. Such securities will tend to hold their value during economic cycles. A dollar weighted average maturity of 650 days or less will be maintained and calculated by using the stated final maturity date of each security. 4. Investment strategies for special projects or special purpose fund portfolios will have as their primary objective to assure that anticipated cash flows are matched with adoquate A investment liquidity. These portfolios should include at least IG% in highly liquid securities to allow for flexibility and unanticipated project outlays. The stated final maturity dates of securities held should not exceed the estimated project completion date. A dollar weighted average maturity of 365 days or less will be maintained and calculated by using the stated final maturity of each security. p IV, tNVESTMENT STRATEGY FOR ALL FUND GROUPS O ~ A. The overall strategy of the City's investment objective shall be to ensure a)the understanding of suitability of investment to the financial requirements of the City, b) preservation and AFF00DD ' s • PAGE 3 OF 10 POLICY/ADbIINISTRATIVE PROCEDURE/ADNItNISTRATIVE DIRECTIVE (Continued) tITtE: INVESTMENT POLICY REFERENCE NUMBER: 408.04 safety of principal, c) liquidity, d) marketability of the investment, if the need arises to liquidate the investment before maturity, e) diversification of the investment portfolio; and f) yield. In terms of day-to-day investment purposes, the core objectives of the City's investment policy shall be to first preserve the capital in the overall portfolio. Each investment transaction shall seek to first ensure that capital losses are avoided, whether they be from securities defaults or erosion of market value. The second objective shall be liquidity and the final objective shall be the yield of the investment. B. To prevent the possibility of loss of resources, the City will attempt to identify and limit exposure to market price risk, default risk, or not invest in a manner which is contrary to applicable federal and state regulations. C. To enable the City to meet operating requirements that might be reasonably anticipated, the City's investment portfolio will remain sufficiently liquid. Liquidity shall be achieved by matching investment maturities with forecasted cash flow requirements and by investing in securities with active secondary markets. D. Management of the investment portfolio will strive to achieve a rate of return commensurate with the legal, safety and liquidity considerations. In any event, yield should exceed the average rate of return of secondari ly- traded three (3) months U.S. Treasury Bills, or the average Federal Reserve Discount rate. whichever is higher. The first measure of success in this area will be the attainment of enough income to offset inflationary increases. Even though steps will be taken to obtain this goal, the City's staff shall constantly be cognizant of risk limitations pursuant to the provisions of the amended Public Funds Investment Act, Tex. Gov't. Code Ann. See. 2256.006(a) E. All participants in the investment process shall seek to act responsibly as stewards of public assets. Officers and employees involved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment programs, or which could impair their ability to make impartial investment decisions. Anyone involved in investing City funds shall file with the Executive Director of Finance and the Investment Committee a statement disclosing any personal business relationship and any material financial interest in financial institutions that handle City investments. Any investment officer who is related within the second degree by affinity or consanguinity as I~ determined under the Tex. Gov't. Code Ann. ch. 573 to an individual seeking to sell an investment to the City shall file a statement disclosing that relationship with the City Council and the Texas Ethics Commission. The Director of Fiscal Operations, shall avoid any I AFF013DD Hill • • I G PAGE 4 OF-10 POLICYIADNItNISTRATIVE PROCEDUREJADNIINISTRATIVE DIRECTIVE (Continued) TITLE: INVESTMENT POLICY REFERENCE NUMBER: 408.04 transactions that might impair public confidence in the City's ability to govern effectively. The governing body recognizes that in diversifying the portfolio, occasional measured losses due to market volatility are inevitable, and must be considered within the context of the overall portfolio's investment return, provided that adequate diversification has been implemented. V. INVESTMENT COMMITTEE There is hereby created an Investment Committee consisting of the City Manager, Executive Director of Finance, Director of Fiscal Operations, Mayor, and one member of the City Council. The Investment Committee shall meet at least quarterly to determine general strategies and to monitor results. Included in its deliberations will be such topics as: economic outlook, portfolio diversification, maturity structure, potential risk to the City's funds, authorized brokers and dealers, and the target rate of return on the investment portfolio. The committee shall establish its own rules of procedures. VI. RESPONSIBILITY AND STANDARD A. The management responsibility for the investment program is hereby delegated to the Executive Director of Finance, who shall establish written procedures for the operation of the investment program, consistent with this investment policy. Such procedures shall include explicit delegation of authority to the individual(s) responsible for investment transactions. The primary individual who shall be involved in investment activities will be the Director of Fiscal Operations. Both the Executive Director of Finance and Director of Fiscal Operations are designated as investment officers. Accordingly, the investment officers shall attend at least one training session relating to their responsibility under the Act within 12 mouths after assuming duties. No persons may engage in investment transactions except as provided under the terms of this policy and the procedures established by the Executive Director of Finance. The Executive Director of Finance shall be responsible for o all transactions undertaken, and shall establish a system of control to regulate the activities of the Director of Fiscal .1perations. The controls shall include a monthly process of independent review by *--inlenvA+wk(or an individual or firm designated by the >~xeeusve Director of Financa, and an annual review by an external auditor. The reviews will provide internal control by assuring compliance with policies and procedures. e B. The Executive Director of Finance, Director of Fiscal Operations, Mayor, City Council, City Manager and other Finance employees shall be personally indemnified in the event of investment loss providod the Investment Policies and Guidelines are followed. AFF013DD i 0 i PAGE 5 OF-1O POLICY/ADMINISTRATIVE PROCEDUREIADMINISTRATIVE DIRECTIVE (Continued) TITLE: INVESTMENT POLICY REFERENCE NUMBER: 468.04 C. The standard of prudence to be used by the investment officials shall be the 'Prudent Investor Rule," as set forth in Tex. Gov't. Code Ann. Sec. 2256.006 and will be applied in the context of managing an overall portfolio: "Investments shall be made with judgement and care under circumstances then prevailing which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived." Investment officials meeting this standard shall be relieved of personal responsibilities for an individual security's credit risk or market price change, provided deviations from expectations are reported in a timely fashion and appropriate action is taken to control adverse developments. D. The Director of Fiscal Operations shall submit monthly an investment report, to the Investment Committee, that summarizes recent market conditions, economic developments and anticipated investment conditions. The report shall summarize the investment strategies employed, describe the portfolio in terms of investment securities, maturities, risk characteristics and other features. The report shall explain total investment return to date and compare the return with budgetary expectations or projections. E, The Director of Fiscal Operations shall prepare and present to the City Council and City Manager a written report on the City's investment transactions for the preceding reporting period. The report shall be provided quarterly, and shall 1) describe in detail the investment position of the City as of the end of the reporting period, 2) contain a summary statement of each pooled fund covering a) beginning market value, (b) additions and changes to the market value during the reporting period; and c) state the ending market value of each invested asset at the beginning and end of the reporting period by type of asset and fund; 4) show the maturity date of each invested asset, 5) show the fund group for each individual investment; and 6) state the compliance of the investment rortfolio of the City as it relates to the investment strategy of the City and with relevant provisions of the Tex. Gov't. Code ch. 2256. Within sixty (60) days of the end of the Calen&r Year, the Director of Fiscal Operations shall present a comprehensive annual report to the City Council on the investment program and investment activity. The annual report shall provide a separate quarterly comparison of returns and suggestions for improvements that might be made in the investment program. The City Council shall review and approve the investment policy o and investn.°nt strategies at least annually. o C I AFFOODD • • s PAGE 6 OF 10 POLICY/ADMINISTRATIVE PROCEDUREIADMINISTRATIVE DIRECTIVE (Continued) TITLE: INVESTMENT POLICY REFERENCE NUMBER: 408.04 I F. The guidelines of retaining records for seven years, as recommended in the Texas Stare Library Municipal Recor& Manual should be followed. The Director of Fiscal Operations shall oversee the filing and/or storing of investment records. G. Wire transfer authorization forms shall be kept on file with banking institutions. The authorization form shall identify individuals authorized to make wire transfers and the institutions designated to receive the wire transfer. The Director of Fiscal Operations or other authorized representative of the City should complete a transfer notice and give it to the proper Finance Department personnel. The transfer confirmation received from the bank should be agreed with this notice and the appropriate journal entry made. Wire transfers shall not be executed without written confirmation from the authorized city staff person and the proper exchange and verification of personal identification numbers. H. In the event of the absence of the Director of Fiscal Operations, the authority to invest in maturities beyond six (6) months shall be regulated by the controls and procedures outlined by the Executive Director of Finance. VII. INVESTMENT I A. Idle funds of the City of Denton may be inves:~.d in: 1. Obligations of the United States of America, its agencies and instrumentalities (maturing in less than five (5) years); 2. Direct obligations of the State of Texas and agencies thereof (maturing in less than two (2) years); 3. Other obligations, the principal of and interest on which are unconditionally guaranteed or insured by or backed by the full faith and credit of the State of Texas or the United • States of America or its agencies and instrumentalities (maturing in less than two (2) years); 4. Obligations of the States, agencies thereof, Counties, Cities, and other political subdivisions of any state having been rated as investment quality by a nationally recognized investment rating firm, and having received a rating of not less than "AA" O or its equivalent (maturing in less than two (2) years); 0 8 AFF013DD • • PAGE 7 OF_ IIL POLICY/ADMINISTRATIVE PROCEDURE/ADMINISTRATIVE DIRECTIVE (Continued) TITLE: INVESTMENT POLICY REFERENCE NUMBER: .08.04 5. Certificates of Deposit issued by state and national banks or savings and loans associations, domiciled in Texas, guaranteed or insured by the Federal Deposit Insurance Corporation or its successors or the National Credit Share Insurance Fund or its successor secured by obligations described in I through 4 above, and that have a market value of not less than the principal amount of the certificates but excluding those mortgage backed securities as described in the Tex. Gov't. Code See. 2256.009(e). (maturing in less than one (1) year); 6. Fully collateralized direct repurchase agreements with a defined termination date secured by obligations of the United Stales or its agencies and instrumentalities pledged with a third party, selmed and approved by the City through its Director of Fiscal Operations, other than an agency for the pledgor and deposited at the time the investment is made with the City. Repurchase agreements must be purchased through a primay government securities dealer, as defined by the Federal Reserve, or a bank domiciled in Texas. Each issuer of repurchase agreements must sign a copy of the City's Master Repurchase Agreement (termination date must be 30 days or less); 7. Joint Cbtlslant 461W pools of political subdivisions in the State of Texas which invest in instruments and follow practices allowed by current law. (Maximum average dollar- weighted maturity must be 60 days or less). S. The City's authorized investment options are more restrictive than those allowed by State law. Furthermore, this policy specifically prohibits investment in the following investment securities. L Obligations whose payment represents the coupon payments on the outstanding principal balance of the underlying mortgage-backed security collateral and pays no principal. 2. Obligations whose payment represents the principal stream of cash flow from the • underlying mortgage-backed security collateral and bears no interest. 3. Collateralized mortgage obligations that have a stated final maturity date of greater than 10 years. i 4. Collateralized mortgage obligations the interest rate of which is determined by an index • that adjusts opposite to the changes in a market index. • C. It is the policy of the City of Donlon to diversify its investment portfolios. The diversification will protect interest income from the volatility of interest rates and the AFF013DD 0 0 • • PAGE I OF 10 POLICY/ADMINISTRATIVE PROCEDURE/ADMINISTRATIVE DIRECTIVE (Continued) TITLE: INVESTMENT POLICY REFERENCE NUMBER: 408.04 avoidance of undue concentration of assets in a specific maturity sector; therefore, portfolio maturities shall be staggered. Securities shall also be selected which provide for stability of income and reasonable liquidity. Diversification strategies shall be determined and revised periodically by the Investment Committee. In establishing specific diversification strategies, the two (2) following general policies and constraints shall apply. 1. Risk of market price volatility shall be controlled through maturity diversification Ouid by controlling unacceptable maturity extensions and a mismatch of liabilities aril assets; The maturity extension will be controlled by limiting the weighted average maturity of the entire portfolio to 550 days. All long term' maturities will be inlended to co'ver long- term liabilities,. In addition, five (5%) percent of the funds (a the portfolio '1111 b liquid at ail timcst 2. The Investment Committee shall establish strategies and guidelines for the percep-tage of the total portfolio that may be invested in U.S. Treasury Securities, federal agencies instrumentalities, repurchase agreements, insured/collateralized certificates of deposit and other securities or obligations. The Investment Committee shall conduct a quarterly review of these guide!ines, and shall evaluate the probability of market and default risk in various investment sectors as part of its considerations. Risk of principal loss in the portfolio as a whole shall be minimized by diversifying investment types according to the following limitations. v m LTypc % of Portfolio U.S. Treasury Notes/Bands/Bills 100% U.S. Agencies 50% State of Texas Obligations & Agencies 15% Local Govemment Investment Pools 15% Local Government Obligations 10% Repurchase Agreem!nls 10% r Certificates of Deposit 10% D. Security swaps may be considered as an investment option for the City. A swap out of one f instrument into another is acceptable to increase yield, realign for disbursement dates, ® extend or shorten maturity dates and improve market sector dive rsiftcatiton. Swaps may be • initiated by brokers/dealers who are on the City's approved list. AFF013DD ..~•..+.,+.e•.rpm...r..wry.~a'~n^^T-iili#nllrr,~y+Iil*~ ..,,....~...rr~~«..~:..~. . • • PAGE 9 OF1_ POLICYlADXIINISTRATIVE PROCEDUREIAD;IIINISTRATIVE DIRECTIVE (Continued) TITLE: INVESTMENT POLICY REFERENCE NUMBER: 408. U4 E. Investments will be solicited on a competitive basis with at least three (3) institutions. The Investment Committee can approve exceptions on a case by case basis or on a general basis in the form of guidelines. These guidelines shall take into consideration the investment type maturity date, amount, and potential disru;sdveness to the City's investment strategy. The investment will be made with the broker/dealer offering the best yield quality to the City. VIII. SELECTION OF BANKS AND DEALERS A. City Council shall, by ordinance, "select and designate one or more banking institutions as the depository for the monies and funds of the City" in accordance with the requirement of Tex. Loc. Gov't. Code ch. 105. The bank shall be selected primarily on "solvency and stability" and secondly, on rate of interest available. B. The Director of Fiscal Operations shall conduct a comprehensive review of prospective depositories credit characteristics and financial history. C. The bank shall be selected through a formalized bidding process in response to the City's request for proposal (RFP) outlining all services required. The Investment Committee shall have the discretion to determine the time span for rebidding the banking services contract; however, a two year period will be the maximum length of time between rebidding. D. Banks and savings and loans associations seeking to establish eligibility for the City's competitive certificate of deposit purchase program, shall submit financial statements, evidence of Federal insurance and other information as required by the Director of Fiscal Operations. E. Tice Investment Committee shall be responsible for selecting brokers and dealers of government securities. Their selection shall be among only primary government securities dealers that report directly tr the New York Federal Reserve Bank, unless a comprehensive O credit and capitalization analysis reveals that other firms are adequately financed to conduct public business. The Investment Committee shall base its evaluation of security dealers and financial institutions upon: 1. Financial conditions, strength and capability to fulfill commitments; e 2. Overall reputation with other dealers and investors; 0 O 3. Reguiatory status of the dealer; AFF013 DD e 0 PAGE-J~LOF_L POLICY/ADMINISTRATIVE PROCEDURE/ADMINISTRATIVE DIRECTIVE (Continued) TITLE: INVESTMENT POLICY REFERENCE NUMBER. 408.04 4. Background and expeAse of the individual representatives. Approved brokers and dealers must complete Exhibit A and return it to the Director of Fiscal Operations. In the dealing with City funds, the Director of F,sc•,' Operations shall conduct business with securities dealers approved by the Investment , 3xnmittee or with banks selected as outlined in VIII, Section C. To guard against default possibilities under these conditions, and to assure diversification of bidders, business with any one issuer, or investment broker, should be limited to forty (40%) percent of the total portfolio at any point in time. In this way, bankruptcy, receivership or legal action would not immobilize the City's ability to meet payroll or other expenses. IX. PRINCIPAL PROTECTION AND SAFEKEEPING A. All bank and savings and loan associations deposits and investments of City funds shall be secured by pledged collateral with a market value equal to no less than 102 percent of the principal plus accrued interest less an amount insured by FDIC or FSLIC. Evidence of proper collateral i zation in the form of original safekeeping receipts held in institutions's trust department or at a third party institution not affiliated with the bank or bank holding company will he maintained in the office of the Director of Fiscal Operations all time. The Executive Director of Finance, Director of Fiscal Operations or other authorized City Representative will approve and release all pledged collateral. Collateral will be reviewe9 monthly to assure the market value of the securities pledged exceeds investments and;or the related bank balances. The Committee shall request additional collateral in the event they deem that their deposits and investments are not sufficiently protected by the pledged collateral. B. Safekeeping procedures shall be established by the Investment Committee which clearly define steps for gaining access to the collateral should the City determine that the City's funds are in jeopardy. Collateral safekeeping and substitution agreements will be apart of ! the procedure. i C. Only securities allowed by the Public Funds Collateral Act shall be eligible to be pledged as collateral. However, U.S. Treasury Securities shall be the primary securities accepted as collateral. p D. All transactions will be accomplished with authorized security dealers and financial institutions on a delivery-versus-payment (DVP) basis. Securities will be held by the City's safekeeping agent, which shall be selected through a competitive process (RFP) or that / agent's representative in New York City, or in it's account at the Federal Reserve Bank. AFF013DD i s N D I OF, FILE _ r .tom, ....n. - ' ~ r